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 |
|---|---|---|---|---|---|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
5,322
shares
|
$569,560
0.07% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
5,315
shares
|
$568,811
0.03% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
5,305
shares
|
$567,741
0.18% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
5,301
shares
|
$567,313
0.17% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
5,291
shares
|
$566,242
0.09% of portfolio
|
Q3 2024
Reduced 13.7%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
5,289
shares
|
$566,028
0.2% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
5,288
shares
|
$565,921
0.42% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
5,262
shares
|
$563,139
0.02% of portfolio
|
Q1 2023
Added 1.5%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
5,260
shares
|
$562,925
0.18% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
5,232
shares
|
$559,928
0.37% of portfolio
|
Q3 2024
Reduced 27.79%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
5,225
shares
|
$559,179
0.02% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,221
shares
|
$558,751
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
5,218
shares
|
$558,430
0.14% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
5,215
shares
|
$558,109
0.12% of portfolio
|
Q3 2024
Added 88.13%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
5,210
shares
|
$557,574
0.09% of portfolio
|
Q4 2024
Added 2894.25%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
5,209
shares
|
$557,467
0.04% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
5,200
shares
|
$556,504
0.03% of portfolio
|
Q3 2024
Reduced 78.77%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
5,199
shares
|
$556,396
0.29% of portfolio
|
Q3 2024
Reduced 59.37%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
5,195
shares
|
$555,968
0.41% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
5,195
shares
|
$555,968
0.21% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,192
shares
|
$555,647
0.15% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
5,175
shares
|
$553,828
0.13% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
5,151
shares
|
$551,260
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
5,146
shares
|
$550,724
0.07% of portfolio
|
Q3 2024
Added 14.84%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
5,143
shares
|
$550,403
0.33% of portfolio
|
Q3 2024
Added 0.96%
|