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 3,295 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 $126 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
10,756
shares
|
$1.15 Million
0.29% of portfolio
|
Q3 2024
Added 25.17%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
10,731
shares
|
$1.15 Million
0.59% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
10,685
shares
|
$1.14 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,672
shares
|
$1.14 Million
0.19% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
10,662
shares
|
$1.14 Million
0.3% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
10,657
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.33%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
10,649
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
10,637
shares
|
$1.14 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
10,636
shares
|
$1.14 Million
0.1% of portfolio
|
Q1 2023
Reduced 12.81%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
10,635
shares
|
$1.14 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
10,628
shares
|
$1.14 Million
0.34% of portfolio
|
Q3 2024
Reduced 10.9%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
10,627
shares
|
$1.14 Million
0.14% of portfolio
|
Q3 2024
Reduced 27.67%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
10,623
shares
|
$1.14 Million
0.15% of portfolio
|
Q3 2024
Reduced 10.98%
|
|
|
Synergy Financial Group, LTD
|
Nov 15, 2024 Q3 2024 |
10,551
shares
|
$1.13 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
10,541
shares
|
$1.13 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
10,487
shares
|
$1.12 Million
0.1% of portfolio
|
Q2 2024
Reduced 9.96%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
10,477
shares
|
$1.12 Million
0.38% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Deltec Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
10,458
shares
|
$1.12 Million
0.21% of portfolio
|
Q1 2024
Reduced 47.34%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
10,458
shares
|
$1.12 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
10,452
shares
|
$1.12 Million
0.82% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
10,452
shares
|
$1.12 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
10,438
shares
|
$1.12 Million
0.1% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
10,435
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
10,424
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.39%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
10,376
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2022
Reduced 1.84%
|