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 |
---|---|---|---|---|---|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
9,141
shares
|
$978,269
0.64% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
9,120
shares
|
$976,022
0.67% of portfolio
|
Q3 2024
Added 4.26%
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
9,102
shares
|
$974,096
0.0% of portfolio
|
Q3 2024
Reduced 82.15%
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
9,044
shares
|
$967,888
0.08% of portfolio
|
Q3 2024
Reduced 84.3%
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
9,016
shares
|
$964,892
0.67% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
9,001
shares
|
$963,287
0.74% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
8,973
shares
|
$960,290
0.02% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
8,972
shares
|
$960,183
0.06% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
8,968
shares
|
$959,755
0.29% of portfolio
|
Q3 2024
Added 73.43%
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
8,916
shares
|
$954,190
0.08% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
8,906
shares
|
$953,120
0.75% of portfolio
|
Q3 2024
Added 42.15%
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
8,885
shares
|
$950,872
0.27% of portfolio
|
Q3 2024
Added 31.65%
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
8,878
shares
|
$950,123
0.39% of portfolio
|
Q3 2024
Reduced 17.61%
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,877
shares
|
$950,016
0.19% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
8,851
shares
|
$947,234
0.15% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
8,849
shares
|
$947,019
0.12% of portfolio
|
Q2 2023
Reduced 4.58%
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Dec 10, 2024 Q3 2024 |
8,836
shares
|
$945,628
0.31% of portfolio
|
Q3 2024
Reduced 14.6%
|
|
Tang Capital Management LLC
San Diego, CA |
Nov 14, 2024 Q3 2024 |
8,834
shares
|
$945,414
0.07% of portfolio
|
Q3 2024
Added 335.39%
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
8,823
shares
|
$944,237
0.37% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
8,813
shares
|
$943,167
0.72% of portfolio
|
Q3 2024
New holding
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
8,804
shares
|
$942,204
0.04% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
8,780
shares
|
$939,635
0.13% of portfolio
|
Q3 2024
Added 1.11%
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
8,733
shares
|
$934,605
0.35% of portfolio
|
Q3 2024
Added 24.05%
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
8,729
shares
|
$934,177
0.31% of portfolio
|
Q3 2024
Reduced 8.27%
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Oct 31, 2024 Q3 2024 |
8,729
shares
|
$934,177
0.6% of portfolio
|
Q3 2024
Reduced 6.36%
|