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 |
|---|---|---|---|---|---|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
8,719
shares
|
$933,107
0.25% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
8,718
shares
|
$933,000
0.19% of portfolio
|
Q4 2024
Reduced 11.34%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
8,702
shares
|
$931,288
0.13% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
8,688
shares
|
$929,789
0.04% of portfolio
|
Q2 2024
Added 56.91%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
8,685
shares
|
$929,468
1.25% of portfolio
|
Q3 2022
Reduced 0.75%
|
|
|
Trust Investment Advisors
|
Nov 12, 2024 Q3 2024 |
8,671
shares
|
$927,970
0.55% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
8,669
shares
|
$927,756
0.3% of portfolio
|
Q3 2024
Added 20.45%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
8,666
shares
|
$927,435
0.21% of portfolio
|
Q3 2024
Added 12.28%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
8,665
shares
|
$927,328
0.32% of portfolio
|
Q4 2024
Added 72.54%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
8,659
shares
|
$926,686
0.19% of portfolio
|
Q1 2024
Added 0.43%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
8,640
shares
|
$924,652
0.61% of portfolio
|
Q3 2024
Reduced 21.14%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
8,639
shares
|
$924,545
0.12% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Pflug Koory, LLC
|
Jan 15, 2025 Q3 2024 |
8,626
shares
|
$923,154
0.06% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
8,623
shares
|
$922,833
0.43% of portfolio
|
Q3 2024
Reduced 12.19%
|
|
|
Reik & Co., LLC
|
Oct 31, 2024 Q3 2024 |
8,613
shares
|
$921,763
0.21% of portfolio
|
Q3 2024
Added 124.77%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
8,604
shares
|
$920,800
0.07% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
8,590
shares
|
$919,301
0.07% of portfolio
|
Q3 2024
Reduced 28.71%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
8,575
shares
|
$917,696
0.71% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
8,571
shares
|
$917,268
0.31% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
8,563
shares
|
$916,412
0.35% of portfolio
|
Q3 2024
Reduced 15.39%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
8,538
shares
|
$913,736
0.47% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
8,497
shares
|
$909,348
0.02% of portfolio
|
Q2 2024
Added 2208.97%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
8,487
shares
|
$908,278
0.25% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
8,484
shares
|
$907,957
0.18% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
8,483
shares
|
$907,850
0.18% of portfolio
|
Q4 2024
Added 1.1%
|