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 |
---|---|---|---|---|---|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
5,857
shares
|
$626,816
0.09% of portfolio
|
Q4 2024
Added 4.14%
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
5,856
shares
|
$626,709
0.14% of portfolio
|
Q3 2024
Added 90.75%
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
5,855
shares
|
$626,602
0.04% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
5,849
shares
|
$625,959
0.01% of portfolio
|
Q3 2024
Added 1.19%
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
5,831
shares
|
$624,033
0.34% of portfolio
|
Q3 2024
Added 1.6%
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
5,822
shares
|
$623,070
0.34% of portfolio
|
Q3 2024
Reduced 21.5%
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
5,820
shares
|
$622,856
0.22% of portfolio
|
Q4 2024
Reduced 77.68%
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
5,819
shares
|
$622,749
0.14% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
5,817
shares
|
$622,535
0.27% of portfolio
|
Q3 2024
Added 0.09%
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
5,813
shares
|
$622,107
0.12% of portfolio
|
Q4 2024
Added 2.2%
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
5,793
shares
|
$619,966
0.02% of portfolio
|
Q3 2024
Reduced 50.09%
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
5,792
shares
|
$619,859
0.31% of portfolio
|
Q3 2024
Added 6.98%
|
|
Tran Capital Management, L.P.
|
Oct 15, 2024 Q3 2024 |
5,787
shares
|
$619,324
0.07% of portfolio
|
Q4 2022
Reduced 97.51%
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
5,772
shares
|
$617,719
0.55% of portfolio
|
Q3 2024
New holding
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
5,770
shares
|
$617,505
0.32% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
5,759
shares
|
$616,328
0.16% of portfolio
|
Q3 2024
Added 72.48%
|
|
Omc Financial Services LTD
Dewitt, NY |
Oct 28, 2024 Q3 2024 |
5,759
shares
|
$616,328
0.27% of portfolio
|
Q2 2024
Reduced 38.06%
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
5,754
shares
|
$615,793
0.06% of portfolio
|
Q3 2024
Reduced 19.61%
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
5,748
shares
|
$615,150
0.27% of portfolio
|
Q4 2024
New holding
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 31, 2024 Q3 2024 |
5,743
shares
|
$614,615
0.26% of portfolio
|
Q3 2024
Added 0.23%
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
5,742
shares
|
$614,508
0.24% of portfolio
|
Q3 2024
Added 21.42%
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
5,736
shares
|
$613,866
0.21% of portfolio
|
Q4 2024
Added 1.5%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
5,729
shares
|
$613,117
0.07% of portfolio
|
Q3 2024
Added 2.14%
|
|
Harvey Investment CO LLC
|
Oct 22, 2024 Q3 2024 |
5,728
shares
|
$613,010
0.06% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
5,713
shares
|
$611,405
0.48% of portfolio
|
Q4 2023
Reduced 4.11%
|