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 |
|---|---|---|---|---|---|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
6,481
shares
|
$693,596
0.41% of portfolio
|
Q2 2024
Reduced 11.45%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
6,456
shares
|
$690,921
0.12% of portfolio
|
Q3 2020
Reduced 5.33%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
6,451
shares
|
$690,386
0.03% of portfolio
|
Q1 2024
Reduced 3.0%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Nov 13, 2024 Q3 2024 |
6,442
shares
|
$689,422
0.39% of portfolio
|
Q3 2024
Reduced 19.93%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
6,429
shares
|
$688,031
0.06% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
6,427
shares
|
$687,817
0.08% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
6,426
shares
|
$687,710
0.06% of portfolio
|
Q4 2024
Added 18.96%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
6,376
shares
|
$682,359
0.04% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
6,371
shares
|
$681,824
0.06% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Oct 24, 2024 Q3 2024 |
6,348
shares
|
$679,362
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
6,345
shares
|
$679,041
0.19% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
6,336
shares
|
$678,078
0.08% of portfolio
|
Q3 2024
Reduced 15.01%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
6,333
shares
|
$677,757
0.06% of portfolio
|
Q3 2023
Reduced 9.53%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
6,322
shares
|
$676,580
0.07% of portfolio
|
Q3 2024
Reduced 54.59%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
6,314
shares
|
$675,724
0.09% of portfolio
|
Q3 2024
Added 19.9%
|
|
|
Sippican Capital Advisors
|
Oct 28, 2024 Q3 2024 |
6,314
shares
|
$675,724
0.47% of portfolio
|
Q3 2024
Reduced 17.82%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
6,313
shares
|
$675,617
0.05% of portfolio
|
Q3 2024
Reduced 39.46%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
6,313
shares
|
$675,617
0.33% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
6,309
shares
|
$675,189
0.12% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
6,302
shares
|
$674,440
0.44% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
6,300
shares
|
$674,226
0.06% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 08, 2024 Q3 2024 |
6,292
shares
|
$673,369
0.02% of portfolio
|
Q3 2024
Added 18.9%
|
|
|
Barton Investment Management
|
Oct 17, 2024 Q3 2024 |
6,289
shares
|
$673,048
0.08% of portfolio
|
Q3 2023
Reduced 4.04%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 22, 2024 Q3 2024 |
6,273
shares
|
$671,336
0.01% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,266
shares
|
$670,587
0.01% of portfolio
|
Q3 2024
Reduced 3.97%
|