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 |
|---|---|---|---|---|---|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,605
shares
|
$813,887
0.01% of portfolio
|
Q3 2024
Reduced 96.22%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
7,600
shares
|
$813,352
0.21% of portfolio
|
Q3 2024
Reduced 24.1%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
7,591
shares
|
$812,388
0.22% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
7,588
shares
|
$812,067
0.39% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
7,577
shares
|
$810,890
0.13% of portfolio
|
Q3 2024
Reduced 55.13%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
7,575
shares
|
$810,676
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
7,566
shares
|
$809,713
0.37% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,553
shares
|
$808,322
0.27% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
7,549
shares
|
$807,893
0.13% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
7,537
shares
|
$806,609
0.74% of portfolio
|
Q4 2023
Reduced 21.39%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
7,523
shares
|
$805,111
0.24% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
7,518
shares
|
$804,576
0.05% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Outfitter Financial LLC
|
Oct 29, 2024 Q3 2024 |
7,515
shares
|
$804,255
0.6% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
7,514
shares
|
$804,148
0.25% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,513
shares
|
$804,041
0.1% of portfolio
|
Q2 2024
Added 32.04%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
7,505
shares
|
$803,185
0.5% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
7,504
shares
|
$803,078
0.06% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
7,502
shares
|
$802,864
0.3% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
7,481
shares
|
$800,616
0.19% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,471
shares
|
$799,546
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
7,470
shares
|
$799,439
0.49% of portfolio
|
Q3 2023
Reduced 29.05%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
7,436
shares
|
$795,800
0.05% of portfolio
|
Q3 2024
Reduced 20.44%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
7,403
shares
|
$792,269
0.07% of portfolio
|
Q3 2024
Added 15.47%
|
|
|
Saybrook Capital
|
Oct 25, 2024 Q3 2024 |
7,400
shares
|
$791,948
0.21% of portfolio
|
Q1 2023
Reduced 1.41%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
7,396
shares
|
$791,519
0.15% of portfolio
|
Q1 2024
Added 85.46%
|