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 |
|---|---|---|---|---|---|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
6,263
shares
|
$670,266
0.05% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
6,261
shares
|
$670,052
0.27% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
6,257
shares
|
$669,624
0.06% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
6,255
shares
|
$669,410
0.26% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,253
shares
|
$669,196
0.05% of portfolio
|
Q4 2022
Reduced 14.95%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
6,229
shares
|
$666,627
0.05% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
6,216
shares
|
$665,236
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,213
shares
|
$664,915
0.05% of portfolio
|
Q3 2024
Reduced 16.76%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
6,198
shares
|
$663,309
0.18% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
6,195
shares
|
$662,988
0.14% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
6,193
shares
|
$662,774
0.02% of portfolio
|
Q3 2024
Reduced 13.14%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
6,193
shares
|
$662,774
0.2% of portfolio
|
Q3 2024
Added 20.67%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
6,191
shares
|
$662,560
0.08% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
6,190
shares
|
$662,453
0.13% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Nov 12, 2024 Q3 2024 |
6,189
shares
|
$662,346
0.01% of portfolio
|
Q3 2024
Reduced 23.96%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,163
shares
|
$659,564
0.17% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
6,155
shares
|
$658,708
0.57% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
6,154
shares
|
$658,601
0.05% of portfolio
|
Q3 2022
Reduced 39.48%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
6,134
shares
|
$656,460
0.06% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
6,128
shares
|
$655,818
0.11% of portfolio
|
Q3 2024
Reduced 44.99%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
6,128
shares
|
$655,818
0.47% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
6,122
shares
|
$655,176
0.08% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,120
shares
|
$654,962
0.16% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
6,084
shares
|
$651,109
0.02% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
6,057
shares
|
$648,220
0.04% of portfolio
|
Q3 2024
Added 20.63%
|