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 |
|---|---|---|---|---|---|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
4,740
shares
|
$507,274
0.12% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
4,731
shares
|
$506,311
0.02% of portfolio
|
Q4 2021
Reduced 1.66%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
4,719
shares
|
$505,027
0.14% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
4,711
shares
|
$504,171
0.14% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
4,673
shares
|
$500,104
0.31% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
4,662
shares
|
$498,927
0.18% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
4,652
shares
|
$497,857
0.12% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2024 Q3 2024 |
4,650
shares
|
$497,643
0.31% of portfolio
|
Q3 2024
Reduced 12.74%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
4,643
shares
|
$496,893
0.05% of portfolio
|
Q3 2024
Reduced 59.21%
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
4,623
shares
|
$494,753
0.42% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
First Bancorp, Inc
|
Oct 18, 2024 Q3 2024 |
4,619
shares
|
$494,325
0.31% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
4,611
shares
|
$493,469
0.17% of portfolio
|
Q3 2024
Reduced 30.34%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
4,604
shares
|
$492,720
0.05% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 12, 2024 Q3 2024 |
4,598
shares
|
$492,077
0.26% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
4,578
shares
|
$489,937
0.16% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
4,575
shares
|
$489,616
0.11% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
4,555
shares
|
$487,476
0.07% of portfolio
|
Q3 2024
Added 44.37%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
4,546
shares
|
$486,512
0.3% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
4,546
shares
|
$486,512
0.01% of portfolio
|
Q3 2024
Reduced 96.46%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
4,545
shares
|
$486,405
0.2% of portfolio
|
Q3 2024
Reduced 39.87%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
4,543
shares
|
$486,191
0.03% of portfolio
|
Q3 2023
Reduced 51.44%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
4,540
shares
|
$485,870
0.08% of portfolio
|
Q1 2023
Reduced 2.07%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
4,536
shares
|
$485,442
0.1% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
4,528
shares
|
$484,586
0.19% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
4,518
shares
|
$483,516
0.11% of portfolio
|
Q3 2024
Reduced 3.05%
|