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 |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,972
shares
|
$746,143
0.06% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
6,972
shares
|
$746,143
0.35% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,967
shares
|
$745,608
0.09% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
6,963
shares
|
$745,180
0.07% of portfolio
|
Q3 2024
Reduced 13.89%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
6,945
shares
|
$743,253
0.46% of portfolio
|
Q3 2024
Added 29.23%
|
|
|
Dillon & Associates Inc
|
Nov 05, 2024 Q3 2024 |
6,939
shares
|
$742,611
0.09% of portfolio
|
Q3 2024
Reduced 42.32%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
6,939
shares
|
$742,611
0.25% of portfolio
|
Q3 2024
Added 120.15%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,938
shares
|
$742,504
0.07% of portfolio
|
Q2 2024
Added 1.46%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
6,928
shares
|
$741,434
0.41% of portfolio
|
Q3 2024
Added 12.21%
|
|
|
Am Investment Strategies LLC
|
Oct 29, 2024 Q3 2024 |
6,922
shares
|
$740,792
0.16% of portfolio
|
Q3 2024
Added 34.98%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
6,920
shares
|
$740,578
0.23% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
6,898
shares
|
$738,223
0.07% of portfolio
|
Q3 2024
Added 25.6%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
6,859
shares
|
$734,050
0.04% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
6,857
shares
|
$733,836
0.27% of portfolio
|
Q3 2024
Reduced 45.64%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
6,852
shares
|
$733,301
0.54% of portfolio
|
Q3 2024
Added 17.27%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
6,851
shares
|
$733,194
0.43% of portfolio
|
Q4 2024
Reduced 22.09%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
6,849
shares
|
$732,979
0.2% of portfolio
|
Q1 2024
Reduced 4.45%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
6,842
shares
|
$732,230
0.11% of portfolio
|
Q2 2024
Added 1.27%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
6,817
shares
|
$729,555
0.18% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
6,772
shares
|
$724,739
0.41% of portfolio
|
Q3 2023
Reduced 2.42%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
6,771
shares
|
$724,632
0.08% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
6,766
shares
|
$724,097
0.0% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
6,757
shares
|
$723,134
0.03% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
6,734
shares
|
$720,672
0.28% of portfolio
|
Q3 2024
Added 80.63%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
6,720
shares
|
$719,174
0.13% of portfolio
|
Q3 2024
Added 19.21%
|