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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
10,190
shares
|
$1.15 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
10,189
shares
|
$1.15 Million
0.49% of portfolio
|
Q3 2024
Added 23.94%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,158
shares
|
$1.15 Million
0.23% of portfolio
|
Q3 2024
Reduced 22.89%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
10,156
shares
|
$1.15 Million
0.26% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
10,113
shares
|
$1.14 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
10,084
shares
|
$1.14 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Cheviot Value Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,064
shares
|
$1.14 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
10,049
shares
|
$1.14 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
10,040
shares
|
$1.14 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
10,026
shares
|
$1.13 Million
0.09% of portfolio
|
Q4 2024
Added 16.53%
|
|
|
American Assets Inc
|
Nov 05, 2024 Q3 2024 |
10,000
shares
|
$1.13 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
9,994
shares
|
$1.13 Million
0.2% of portfolio
|
Q4 2024
Reduced 11.01%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
9,953
shares
|
$1.13 Million
0.91% of portfolio
|
Q1 2024
Added 26.66%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
9,952
shares
|
$1.13 Million
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
9,932
shares
|
$1.12 Million
0.04% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Udine Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
9,889
shares
|
$1.12 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
9,884
shares
|
$1.12 Million
0.32% of portfolio
|
Q4 2024
Reduced 14.05%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
9,863
shares
|
$1.12 Million
0.18% of portfolio
|
Q3 2024
Reduced 18.66%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
9,860
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
Added 4830.0%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
9,849
shares
|
$1.11 Million
0.36% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Salvus Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,777
shares
|
$1.11 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
9,777
shares
|
$1.11 Million
0.07% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
9,769
shares
|
$1.1 Million
1.07% of portfolio
|
Q4 2024
Reduced 43.7%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
9,760
shares
|
$1.1 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
9,752
shares
|
$1.1 Million
0.11% of portfolio
|
Q3 2024
Added 2.31%
|