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 |
|---|---|---|---|---|---|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
6,716
shares
|
$718,746
0.11% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
6,715
shares
|
$718,639
0.15% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
6,712
shares
|
$718,318
0.23% of portfolio
|
Q3 2024
Added 41.13%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
6,710
shares
|
$718,104
0.03% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
6,699
shares
|
$716,926
0.18% of portfolio
|
Q2 2022
Reduced 1.37%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
6,694
shares
|
$716,391
0.34% of portfolio
|
Q4 2022
Added 34.61%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
6,683
shares
|
$715,214
0.44% of portfolio
|
Q3 2024
Reduced 23.54%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
6,679
shares
|
$714,786
0.62% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
6,665
shares
|
$713,288
0.09% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
6,648
shares
|
$711,468
0.35% of portfolio
|
Q2 2024
Reduced 39.09%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
6,628
shares
|
$709,328
0.14% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
6,621
shares
|
$708,579
0.14% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
6,619
shares
|
$708,365
0.12% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
6,595
shares
|
$705,796
0.1% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
6,594
shares
|
$705,689
0.2% of portfolio
|
Q3 2024
Reduced 15.36%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
6,580
shares
|
$704,191
0.04% of portfolio
|
Q3 2024
Added 7.64%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
6,578
shares
|
$703,977
0.25% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
6,577
shares
|
$703,870
0.15% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
6,557
shares
|
$701,730
0.2% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
6,554
shares
|
$701,409
0.01% of portfolio
|
Q3 2024
Added 200.64%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
6,553
shares
|
$701,302
0.1% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
6,536
shares
|
$699,482
0.37% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
6,535
shares
|
$699,375
0.09% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
6,506
shares
|
$696,272
0.14% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
6,491
shares
|
$694,666
0.1% of portfolio
|
Q3 2024
Reduced 9.85%
|