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 |
---|---|---|---|---|---|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
7,390
shares
|
$790,877
0.37% of portfolio
|
Q3 2024
Added 53.32%
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
7,387
shares
|
$790,556
0.13% of portfolio
|
Q3 2024
Added 9.52%
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
7,386
shares
|
$790,449
0.6% of portfolio
|
Q3 2024
New holding
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
7,381
shares
|
$789,914
0.41% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
7,365
shares
|
$788,202
0.4% of portfolio
|
Q3 2023
Reduced 2.39%
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
7,360
shares
|
$787,667
0.06% of portfolio
|
Q4 2024
Reduced 11.08%
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
7,356
shares
|
$787,239
0.09% of portfolio
|
Q4 2024
Added 3.01%
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
7,349
shares
|
$786,489
0.25% of portfolio
|
Q3 2024
Reduced 32.57%
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
7,343
shares
|
$785,847
0.26% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
7,342
shares
|
$785,740
0.33% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
7,329
shares
|
$784,349
0.03% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
7,304
shares
|
$781,674
0.04% of portfolio
|
Q3 2024
Added 87.76%
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
7,303
shares
|
$781,567
0.49% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
7,297
shares
|
$780,924
0.05% of portfolio
|
Q2 2023
Reduced 12.41%
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
7,286
shares
|
$779,747
0.2% of portfolio
|
Q3 2024
Added 3.52%
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
7,282
shares
|
$779,319
0.16% of portfolio
|
Q3 2024
Added 73.05%
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
7,279
shares
|
$778,998
0.17% of portfolio
|
Q4 2024
Added 9.61%
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
7,252
shares
|
$776,109
0.23% of portfolio
|
Q4 2024
Added 0.51%
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
7,246
shares
|
$775,466
0.07% of portfolio
|
Q2 2023
Added 4.3%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
7,228
shares
|
$773,540
0.2% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
7,212
shares
|
$771,828
0.51% of portfolio
|
Q3 2024
Added 1.18%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7,207
shares
|
$771,293
0.03% of portfolio
|
Q3 2024
Reduced 8.86%
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
7,204
shares
|
$770,972
0.11% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
7,190
shares
|
$769,473
0.03% of portfolio
|
Q4 2024
Added 2.54%
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
7,173
shares
|
$767,654
0.36% of portfolio
|
Q4 2024
Added 6.58%
|