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 |
|---|---|---|---|---|---|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
6,048
shares
|
$647,256
0.04% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
6,046
shares
|
$647,042
0.03% of portfolio
|
Q3 2024
Reduced 19.75%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
6,040
shares
|
$646,400
0.05% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
6,039
shares
|
$646,293
0.07% of portfolio
|
Q1 2023
Reduced 2.85%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
6,028
shares
|
$645,116
0.27% of portfolio
|
Q3 2024
Reduced 14.12%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
6,026
shares
|
$644,902
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
6,023
shares
|
$644,581
0.06% of portfolio
|
Q3 2024
Reduced 20.8%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
6,022
shares
|
$644,474
0.34% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
6,019
shares
|
$644,153
0.18% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
6,017
shares
|
$643,939
0.06% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
6,007
shares
|
$642,869
0.15% of portfolio
|
Q3 2024
Reduced 39.85%
|
|
|
Proem Advisors LLC
|
Nov 08, 2022 Q3 2022 |
6,000
shares
|
$642,120
0.94% of portfolio
|
Q3 2022
Added 50.0%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
5,995
shares
|
$641,584
0.05% of portfolio
|
Q3 2024
Reduced 18.73%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
5,970
shares
|
$638,909
0.12% of portfolio
|
Q3 2024
Reduced 16.76%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
5,960
shares
|
$637,839
0.24% of portfolio
|
Q4 2024
Reduced 18.31%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Oct 16, 2024 Q3 2024 |
5,960
shares
|
$637,839
0.17% of portfolio
|
Q3 2024
Reduced 89.59%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
5,950
shares
|
$636,769
0.19% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
5,946
shares
|
$636,340
0.09% of portfolio
|
Q3 2024
Added 20.29%
|
|
|
Caas Capital Management LP
New York, NY |
Oct 28, 2024 Q3 2024 |
5,943
shares
|
$636,019
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
5,940
shares
|
$635,698
0.38% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
5,935
shares
|
$635,163
0.13% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
5,925
shares
|
$634,093
0.05% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
5,903
shares
|
$631,739
0.1% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
5,898
shares
|
$631,203
0.11% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
5,869
shares
|
$628,100
0.3% of portfolio
|
Q4 2024
Reduced 2.09%
|