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 |
|---|---|---|---|---|---|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
5,131
shares
|
$549,119
0.15% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,116
shares
|
$547,514
0.12% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
5,112
shares
|
$547,086
0.21% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
5,106
shares
|
$546,444
0.01% of portfolio
|
Q3 2024
Added 41.24%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
5,098
shares
|
$545,587
0.29% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
5,083
shares
|
$543,982
0.17% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
5,070
shares
|
$542,591
0.23% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
5,052
shares
|
$540,665
0.34% of portfolio
|
Q4 2023
Added 0.84%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
5,048
shares
|
$540,236
0.59% of portfolio
|
Q3 2022
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
5,047
shares
|
$540,129
0.14% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
5,046
shares
|
$540,022
0.06% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
5,039
shares
|
$539,273
0.09% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
5,034
shares
|
$538,738
0.1% of portfolio
|
Q1 2023
Reduced 8.04%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
5,033
shares
|
$538,631
0.01% of portfolio
|
Q3 2024
Reduced 21.09%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,029
shares
|
$538,203
0.05% of portfolio
|
Q3 2023
Reduced 54.73%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,025
shares
|
$537,775
0.09% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,020
shares
|
$537,240
0.09% of portfolio
|
Q4 2024
Added 24.41%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
5,014
shares
|
$536,598
0.02% of portfolio
|
Q3 2024
Reduced 36.27%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
5,013
shares
|
$536,491
0.01% of portfolio
|
Q3 2024
Added 36.04%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
5,000
shares
|
$535,100
0.22% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
4,995
shares
|
$534,564
0.18% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
4,985
shares
|
$533,494
0.28% of portfolio
|
Q3 2024
Reduced 10.55%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Oct 24, 2024 Q3 2024 |
4,978
shares
|
$532,745
0.33% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
4,966
shares
|
$531,461
0.07% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
4,939
shares
|
$528,571
0.22% of portfolio
|
Q3 2024
Reduced 39.75%
|