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 |
|---|---|---|---|---|---|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
11,854
shares
|
$1.34 Million
0.61% of portfolio
|
Q3 2024
Reduced 14.52%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
11,844
shares
|
$1.34 Million
0.16% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
11,793
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2024 Q3 2024 |
11,773
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
11,757
shares
|
$1.33 Million
0.08% of portfolio
|
Q3 2024
Reduced 14.33%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
11,756
shares
|
$1.33 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
11,749
shares
|
$1.33 Million
0.86% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
11,742
shares
|
$1.33 Million
0.36% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
11,733
shares
|
$1.33 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
11,714
shares
|
$1.32 Million
0.8% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
11,683
shares
|
$1.32 Million
0.39% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
11,671
shares
|
$1.32 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
11,670
shares
|
$1.32 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
11,657
shares
|
$1.32 Million
0.27% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
11,627
shares
|
$1.31 Million
0.08% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
11,624
shares
|
$1.31 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
11,622
shares
|
$1.31 Million
0.07% of portfolio
|
Q4 2023
Reduced 11.16%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
11,600
shares
|
$1.31 Million
0.29% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
11,598
shares
|
$1.31 Million
0.68% of portfolio
|
Q3 2024
Added 32.7%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
11,590
shares
|
$1.31 Million
0.15% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
11,588
shares
|
$1.31 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 07, 2024 Q3 2024 |
11,500
shares
|
$1.3 Million
0.94% of portfolio
|
Q3 2024
Reduced 17.86%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
11,473
shares
|
$1.3 Million
0.48% of portfolio
|
Q3 2024
Reduced 9.97%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
11,448
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
11,395
shares
|
$1.29 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.6%
|