Institutional Ownership Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS). We have compiled data on the 3,343 institutions that hold shares in the stock, with a total of 1.18 Billion shares, which have been reported (via 13F filing form) to have a value of $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
14,796
shares
|
$1.67 Million
0.08% of portfolio
|
Q3 2024
Added 35.97%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
14,764
shares
|
$1.67 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2024 Q3 2024 |
14,763
shares
|
$1.67 Million
1.47% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
14,760
shares
|
$1.67 Million
0.69% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
14,740
shares
|
$1.67 Million
0.11% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
14,712
shares
|
$1.66 Million
0.11% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
14,656
shares
|
$1.66 Million
0.77% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Diamant Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
14,582
shares
|
$1.65 Million
1.04% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
14,559
shares
|
$1.65 Million
0.78% of portfolio
|
Q1 2024
Added 16.01%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
14,539
shares
|
$1.64 Million
0.15% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Oct 22, 2024 Q3 2024 |
14,520
shares
|
$1.64 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
14,506
shares
|
$1.64 Million
0.43% of portfolio
|
Q1 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
14,501
shares
|
$1.64 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
14,487
shares
|
$1.64 Million
0.83% of portfolio
|
Q1 2024
Added 1.56%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
14,463
shares
|
$1.64 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Absher Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
14,449
shares
|
$1.63 Million
0.22% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
14,447
shares
|
$1.63 Million
0.39% of portfolio
|
Q3 2024
Added 24.26%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
14,418
shares
|
$1.63 Million
0.18% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
14,415
shares
|
$1.63 Million
0.37% of portfolio
|
Q4 2024
Reduced 25.26%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
14,344
shares
|
$1.62 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
14,333
shares
|
$1.62 Million
0.17% of portfolio
|
Q3 2022
Added 14.08%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
14,299
shares
|
$1.62 Million
0.14% of portfolio
|
Q3 2024
Reduced 11.08%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
14,295
shares
|
$1.62 Million
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
14,282
shares
|
$1.61 Million
0.25% of portfolio
|
Q4 2024
Reduced 42.36%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
14,265
shares
|
$1.61 Million
0.18% of portfolio
|
Q4 2024
Added 25.47%
|