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 |
|---|---|---|---|---|---|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
9,740
shares
|
$1.1 Million
0.27% of portfolio
|
Q4 2024
Reduced 19.22%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
9,734
shares
|
$1.1 Million
0.15% of portfolio
|
Q4 2023
Added 40.04%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
9,727
shares
|
$1.1 Million
0.23% of portfolio
|
Q3 2024
Added 271.97%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
9,723
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
9,705
shares
|
$1.1 Million
0.2% of portfolio
|
Q4 2024
Reduced 16.9%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 13, 2024 Q3 2024 |
9,700
shares
|
$1.1 Million
0.21% of portfolio
|
Q1 2023
New holding
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
9,685
shares
|
$1.09 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
9,672
shares
|
$1.09 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
9,669
shares
|
$1.09 Million
0.18% of portfolio
|
Q4 2024
Reduced 64.81%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
9,662
shares
|
$1.09 Million
0.23% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
9,657
shares
|
$1.09 Million
0.16% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,651
shares
|
$1.09 Million
0.12% of portfolio
|
Q2 2023
Reduced 8.53%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
9,637
shares
|
$1.09 Million
0.16% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 13, 2024 Q3 2024 |
9,603
shares
|
$1.09 Million
0.1% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
9,597
shares
|
$1.09 Million
0.33% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
9,556
shares
|
$1.08 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
9,521
shares
|
$1.08 Million
0.13% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,519
shares
|
$1.08 Million
0.35% of portfolio
|
Q2 2022
Reduced 0.95%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
9,487
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
9,486
shares
|
$1.07 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
9,480
shares
|
$1.07 Million
0.3% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
9,476
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
9,459
shares
|
$1.07 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
9,442
shares
|
$1.07 Million
0.21% of portfolio
|
Q3 2024
Reduced 54.97%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
9,425
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.26%
|