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 |
|---|---|---|---|---|---|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
14,248
shares
|
$1.61 Million
0.23% of portfolio
|
Q4 2023
Reduced 0.59%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
14,142
shares
|
$1.6 Million
1.34% of portfolio
|
Q3 2024
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
14,141
shares
|
$1.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
14,129
shares
|
$1.6 Million
1.44% of portfolio
|
Q3 2022
Reduced 91.6%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
14,125
shares
|
$1.6 Million
0.65% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
14,121
shares
|
$1.6 Million
0.07% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
14,116
shares
|
$1.6 Million
0.14% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
14,099
shares
|
$1.59 Million
1.7% of portfolio
|
Q4 2022
Reduced 1.4%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
14,050
shares
|
$1.59 Million
0.09% of portfolio
|
Q3 2024
Reduced 53.55%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
14,000
shares
|
$1.58 Million
0.3% of portfolio
|
Q2 2023
Added 6.59%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2024 Q3 2024 |
13,996
shares
|
$1.58 Million
0.58% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
13,965
shares
|
$1.58 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
13,845
shares
|
$1.57 Million
0.5% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
13,801
shares
|
$1.56 Million
0.05% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
13,797
shares
|
$1.56 Million
0.85% of portfolio
|
Q2 2022
Reduced 1.5%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
13,782
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
13,759
shares
|
$1.56 Million
0.25% of portfolio
|
Q3 2023
Added 143.35%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
13,725
shares
|
$1.55 Million
0.17% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
13,715
shares
|
$1.55 Million
0.02% of portfolio
|
Q4 2024
Reduced 35.76%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
13,699
shares
|
$1.55 Million
0.21% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
13,657
shares
|
$1.54 Million
0.47% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
13,601
shares
|
$1.54 Million
0.57% of portfolio
|
Q4 2024
Added 117.51%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
13,558
shares
|
$1.53 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
13,550
shares
|
$1.53 Million
0.25% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
13,534
shares
|
$1.53 Million
0.29% of portfolio
|
Q3 2024
Added 5.93%
|