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 |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
8,109
shares
|
$867,825
0.15% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
8,088
shares
|
$865,577
0.05% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Capital Cs Group, LLC
|
Jan 13, 2025 Q4 2024 |
8,069
shares
|
$863,544
0.79% of portfolio
|
Q4 2024
Added 163.43%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
8,068
shares
|
$863,437
0.09% of portfolio
|
Q3 2024
Reduced 23.63%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
8,050
shares
|
$861,511
0.03% of portfolio
|
Q3 2024
Reduced 11.46%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
8,041
shares
|
$860,547
0.33% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
8,022
shares
|
$858,514
0.17% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
8,020
shares
|
$858,300
0.47% of portfolio
|
Q3 2024
Added 17.61%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
7,975
shares
|
$853,484
0.12% of portfolio
|
Q4 2024
Added 10.38%
|
|
|
Hedeker Wealth, LLC
|
Oct 25, 2024 Q3 2024 |
7,960
shares
|
$851,879
0.21% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
7,956
shares
|
$851,451
0.29% of portfolio
|
Q1 2023
Added 19.98%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,948
shares
|
$850,594
0.12% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
7,930
shares
|
$848,668
0.27% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
7,927
shares
|
$848,347
0.08% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
7,922
shares
|
$847,812
0.61% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
7,920
shares
|
$847,598
0.07% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,908
shares
|
$846,314
0.35% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
7,895
shares
|
$844,922
0.08% of portfolio
|
Q3 2023
Added 2.53%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
7,894
shares
|
$844,815
0.21% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
7,892
shares
|
$844,601
0.28% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
7,882
shares
|
$843,531
0.06% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Wendell David Associates Inc
|
Jan 17, 2025 Q4 2024 |
7,880
shares
|
$843,317
0.09% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
7,880
shares
|
$843,317
0.51% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
7,867
shares
|
$841,926
0.06% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
7,841
shares
|
$839,143
0.42% of portfolio
|
Q3 2024
Reduced 2.55%
|