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 |
|---|---|---|---|---|---|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 13, 2024 Q3 2024 |
9,603
shares
|
$1.03 Million
0.1% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
9,597
shares
|
$1.03 Million
0.33% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
9,568
shares
|
$1.02 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
9,556
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,519
shares
|
$1.02 Million
0.35% of portfolio
|
Q2 2022
Reduced 0.95%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
9,480
shares
|
$1.01 Million
0.3% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
9,442
shares
|
$1.01 Million
0.21% of portfolio
|
Q3 2024
Reduced 54.97%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
9,425
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
9,396
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
9,379
shares
|
$1 Million
0.21% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
9,378
shares
|
$1 Million
0.72% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,338
shares
|
$999,352
0.07% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
9,330
shares
|
$998,496
0.03% of portfolio
|
Q3 2024
Added 22.28%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
9,322
shares
|
$997,640
0.07% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
9,291
shares
|
$994,322
0.32% of portfolio
|
Q4 2024
Added 11.78%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
9,268
shares
|
$991,861
0.15% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
9,252
shares
|
$990,149
0.35% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
9,248
shares
|
$989,720
0.43% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Armstrong Henry H Associates Inc
|
Jan 13, 2025 Q4 2024 |
9,179
shares
|
$982,336
0.1% of portfolio
|
Q1 2024
Added 1.32%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,179
shares
|
$982,336
0.08% of portfolio
|
Q4 2024
Added 58.37%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
9,179
shares
|
$982,336
0.11% of portfolio
|
Q3 2024
Added 13.5%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
9,166
shares
|
$980,945
0.42% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
9,162
shares
|
$980,517
0.44% of portfolio
|
Q3 2024
Added 35.03%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
9,149
shares
|
$979,125
1.69% of portfolio
|
Q3 2022
Reduced 3.74%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
9,148
shares
|
$979,018
0.79% of portfolio
|
Q3 2024
Added 2.03%
|