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 |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
4,937
shares
|
$528,357
0.01% of portfolio
|
Q3 2024
Added 105.2%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
4,935
shares
|
$528,143
0.07% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
4,931
shares
|
$527,715
0.24% of portfolio
|
Q4 2023
Added 175.17%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
4,921
shares
|
$526,645
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,906
shares
|
$525,040
0.02% of portfolio
|
Q3 2024
Added 425.27%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
4,893
shares
|
$523,648
0.27% of portfolio
|
Q3 2024
Reduced 37.6%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,892
shares
|
$523,541
0.11% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
4,874
shares
|
$521,615
0.11% of portfolio
|
Q4 2024
Reduced 20.35%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 29, 2024 Q3 2024 |
4,874
shares
|
$521,615
0.19% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
4,849
shares
|
$518,939
0.67% of portfolio
|
Q4 2023
Added 23.92%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
4,824
shares
|
$516,264
0.08% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,817
shares
|
$515,515
0.07% of portfolio
|
Q4 2024
Reduced 16.65%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
4,809
shares
|
$514,659
0.18% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
4,808
shares
|
$514,552
0.25% of portfolio
|
Q1 2024
Reduced 35.73%
|
|
|
Heron Bay Capital Management
|
Nov 08, 2024 Q3 2024 |
4,800
shares
|
$513,696
0.1% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
4,788
shares
|
$512,411
0.5% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
4,787
shares
|
$512,304
0.13% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
4,784
shares
|
$511,983
0.09% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
4,775
shares
|
$511,020
0.04% of portfolio
|
Q3 2024
Reduced 94.6%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
4,764
shares
|
$509,843
0.2% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
4,764
shares
|
$509,843
0.38% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
4,763
shares
|
$509,736
0.47% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
4,762
shares
|
$509,629
0.05% of portfolio
|
Q4 2024
Added 33.84%
|
|
|
Harbor Advisors LLC
|
Nov 14, 2024 Q3 2024 |
4,759
shares
|
$509,308
0.08% of portfolio
|
Q4 2023
Reduced 87.95%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
4,742
shares
|
$507,488
0.02% of portfolio
|
Q4 2024
Reduced 21.22%
|