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 |
|---|---|---|---|---|---|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
4,181
shares
|
$447,450
0.13% of portfolio
|
Q1 2024
Reduced 9.15%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
4,180
shares
|
$447,343
0.15% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
4,173
shares
|
$446,594
0.33% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
4,172
shares
|
$446,487
0.14% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Aug 13, 2024 Q2 2024 |
4,166
shares
|
$445,845
0.16% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
|
Consolidated Investment Group LLC
|
Nov 04, 2024 Q3 2024 |
4,150
shares
|
$444,133
0.06% of portfolio
|
Q4 2023
Reduced 82.85%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
4,149
shares
|
$444,025
0.19% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
4,143
shares
|
$443,383
0.25% of portfolio
|
Q3 2024
Reduced 19.74%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
4,132
shares
|
$442,206
0.83% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
4,131
shares
|
$442,099
0.19% of portfolio
|
Q3 2024
Reduced 17.13%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
4,109
shares
|
$439,745
0.06% of portfolio
|
Q3 2024
Added 28.53%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
4,104
shares
|
$439,210
0.03% of portfolio
|
Q3 2024
Reduced 12.31%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
4,104
shares
|
$439,210
0.02% of portfolio
|
Q3 2024
Added 11.8%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
4,103
shares
|
$439,103
0.05% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
4,101
shares
|
$438,889
0.1% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
4,101
shares
|
$438,889
0.11% of portfolio
|
Q3 2024
Reduced 16.7%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,081
shares
|
$436,748
0.12% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
4,075
shares
|
$436,106
0.05% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
4,075
shares
|
$436,106
0.23% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
4,072
shares
|
$435,785
0.12% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
4,069
shares
|
$435,464
0.22% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
4,059
shares
|
$434,394
0.15% of portfolio
|
Q3 2023
Reduced 6.43%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
4,058
shares
|
$434,287
0.07% of portfolio
|
Q2 2024
Reduced 47.69%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
4,054
shares
|
$433,859
0.14% of portfolio
|
Q3 2024
Reduced 24.79%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
4,039
shares
|
$432,253
0.02% of portfolio
|
Q3 2024
Added 6.82%
|