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 |
|---|---|---|---|---|---|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
7,173
shares
|
$767,654
0.1% of portfolio
|
Q3 2024
Added 192.3%
|
|
|
Valicenti Advisory Services Inc
|
Oct 23, 2024 Q3 2024 |
7,134
shares
|
$763,480
0.18% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
7,132
shares
|
$763,266
0.77% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
7,122
shares
|
$762,196
0.1% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
7,118
shares
|
$761,768
0.29% of portfolio
|
Q3 2024
Reduced 23.3%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
7,112
shares
|
$761,126
0.11% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
7,108
shares
|
$760,698
0.14% of portfolio
|
Q3 2024
Reduced 22.32%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
7,106
shares
|
$760,484
0.35% of portfolio
|
Q3 2024
Added 41.78%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
7,080
shares
|
$757,701
1.0% of portfolio
|
Q3 2023
Added 2.16%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
7,076
shares
|
$757,273
0.03% of portfolio
|
Q3 2024
Reduced 47.37%
|
|
|
Schulhoff & CO Inc
|
Nov 06, 2024 Q3 2024 |
7,053
shares
|
$754,812
0.31% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
7,041
shares
|
$753,527
0.17% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
7,017
shares
|
$750,959
0.27% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,015
shares
|
$750,745
0.05% of portfolio
|
Q3 2023
Reduced 6.73%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
7,013
shares
|
$750,531
0.2% of portfolio
|
Q3 2024
Added 9.87%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
7,012
shares
|
$750,424
0.14% of portfolio
|
Q3 2024
Added 13.22%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
7,002
shares
|
$749,354
0.07% of portfolio
|
Q4 2023
Reduced 4.44%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Nov 13, 2024 Q3 2024 |
7,000
shares
|
$749,140
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
6,991
shares
|
$748,176
0.11% of portfolio
|
Q3 2024
Added 12.09%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
6,986
shares
|
$747,641
0.39% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
6,983
shares
|
$747,320
0.09% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
6,979
shares
|
$746,892
0.06% of portfolio
|
Q2 2023
Added 6.21%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
6,979
shares
|
$746,892
0.06% of portfolio
|
Q2 2023
Added 6.21%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
6,979
shares
|
$746,892
0.05% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
6,978
shares
|
$746,785
0.21% of portfolio
|
Q3 2024
New holding
|