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 |
|---|---|---|---|---|---|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
7,830
shares
|
$837,966
0.01% of portfolio
|
Q4 2024
Reduced 71.73%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
7,823
shares
|
$837,217
0.68% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
7,809
shares
|
$835,719
0.4% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
7,800
shares
|
$834,756
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
7,791
shares
|
$833,792
0.07% of portfolio
|
Q4 2024
Reduced 10.59%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
7,789
shares
|
$833,578
0.02% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
7,789
shares
|
$833,578
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
7,780
shares
|
$832,615
0.22% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
7,749
shares
|
$829,297
0.08% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
7,741
shares
|
$828,441
0.09% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
7,734
shares
|
$827,692
0.35% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
7,719
shares
|
$826,087
0.01% of portfolio
|
Q3 2024
Reduced 30.24%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
7,707
shares
|
$824,803
0.24% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
7,707
shares
|
$824,803
0.05% of portfolio
|
Q3 2024
Added 39.29%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
7,700
shares
|
$824,054
0.24% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,695
shares
|
$823,518
0.09% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
7,686
shares
|
$822,555
0.04% of portfolio
|
Q3 2024
Reduced 15.33%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
7,684
shares
|
$822,341
0.01% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
7,656
shares
|
$819,345
0.19% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
7,654
shares
|
$819,131
0.33% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
7,654
shares
|
$819,131
0.15% of portfolio
|
Q3 2024
Added 25.45%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
7,653
shares
|
$819,024
0.05% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
7,618
shares
|
$815,278
0.34% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
7,612
shares
|
$814,636
0.14% of portfolio
|
Q3 2024
Added 15.35%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
7,606
shares
|
$813,994
0.11% of portfolio
|
Q3 2024
Added 0.72%
|