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 |
|---|---|---|---|---|---|
|
Westbourne Investment Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
4,356
shares
|
$466,179
0.15% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,353
shares
|
$465,858
0.24% of portfolio
|
Q3 2024
Reduced 35.16%
|
|
|
Compass Capital Management, Inc
|
Oct 24, 2024 Q3 2024 |
4,348
shares
|
$465,322
0.03% of portfolio
|
Q3 2024
Reduced 25.42%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
4,340
shares
|
$464,466
0.3% of portfolio
|
Q1 2024
Added 58.39%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
4,331
shares
|
$463,503
0.17% of portfolio
|
Q3 2024
Added 10.18%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
4,322
shares
|
$462,540
0.38% of portfolio
|
Q2 2023
Added 23.14%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
4,321
shares
|
$462,433
0.05% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
4,319
shares
|
$462,219
0.08% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
4,301
shares
|
$460,293
0.14% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
4,284
shares
|
$458,473
0.22% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
4,277
shares
|
$457,724
0.07% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
4,264
shares
|
$456,333
0.13% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,247
shares
|
$454,513
0.1% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
4,242
shares
|
$453,978
0.03% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
4,241
shares
|
$453,871
0.03% of portfolio
|
Q3 2024
Added 17.51%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
4,227
shares
|
$452,373
0.21% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
New World Advisors LLC
Hingham, MA |
Oct 24, 2024 Q3 2024 |
4,224
shares
|
$452,052
0.11% of portfolio
|
Q3 2024
Added 27.08%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
4,222
shares
|
$451,838
0.05% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,221
shares
|
$451,731
0.08% of portfolio
|
Q4 2024
Added 31.05%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,216
shares
|
$451,196
0.02% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
4,208
shares
|
$450,340
0.05% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
4,208
shares
|
$450,340
0.2% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
4,193
shares
|
$448,734
0.15% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
4,182
shares
|
$447,557
0.03% of portfolio
|
Q3 2024
Reduced 59.66%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,181
shares
|
$447,450
0.02% of portfolio
|
Q3 2023
Added 17.18%
|