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 |
|---|---|---|---|---|---|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
4,510
shares
|
$482,660
0.07% of portfolio
|
Q4 2024
Reduced 15.65%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
4,506
shares
|
$482,232
0.13% of portfolio
|
Q4 2024
Added 408.58%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,505
shares
|
$482,125
0.09% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,504
shares
|
$482,018
0.1% of portfolio
|
Q4 2020
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
4,500
shares
|
$481,590
0.14% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
4,491
shares
|
$480,626
0.05% of portfolio
|
Q3 2024
Reduced 31.27%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2024 Q3 2024 |
4,490
shares
|
$480,519
0.03% of portfolio
|
Q3 2024
Reduced 15.59%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
4,483
shares
|
$479,770
0.08% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
4,470
shares
|
$478,379
0.2% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
4,463
shares
|
$477,630
0.12% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
4,457
shares
|
$476,988
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
4,444
shares
|
$475,596
0.1% of portfolio
|
Q2 2024
Reduced 7.4%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
4,443
shares
|
$475,489
0.06% of portfolio
|
Q3 2024
Reduced 60.07%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
4,439
shares
|
$475,061
0.22% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
4,438
shares
|
$474,954
0.13% of portfolio
|
Q3 2024
Reduced 21.52%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
4,425
shares
|
$473,563
0.11% of portfolio
|
Q2 2024
Added 6.45%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
4,414
shares
|
$472,386
0.08% of portfolio
|
Q3 2024
Reduced 13.18%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,410
shares
|
$471,958
0.1% of portfolio
|
Q1 2024
Added 44.31%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
4,399
shares
|
$470,780
0.33% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
4,397
shares
|
$470,566
0.08% of portfolio
|
Q3 2022
Added 18.93%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
4,394
shares
|
$470,245
0.24% of portfolio
|
Q4 2022
Added 10.37%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
4,391
shares
|
$469,924
0.04% of portfolio
|
Q3 2024
Added 51.68%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
4,387
shares
|
$469,496
0.22% of portfolio
|
Q3 2024
Added 12.4%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
4,360
shares
|
$466,607
0.08% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
4,359
shares
|
$466,500
0.16% of portfolio
|
Q3 2024
Added 3.15%
|