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 |
|---|---|---|---|---|---|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,033
shares
|
$431,611
0.08% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
4,033
shares
|
$431,611
0.09% of portfolio
|
Q4 2024
Added 53.52%
|
|
|
South Street Advisors LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
4,032
shares
|
$431,504
0.06% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,027
shares
|
$430,969
0.26% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
4,018
shares
|
$430,006
0.14% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
4,012
shares
|
$429,364
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
4,008
shares
|
$428,936
0.1% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
4,001
shares
|
$428,187
0.07% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Professional Advisory Services Inc
|
Jan 15, 2025 Q4 2024 |
4,000
shares
|
$428,080
0.06% of portfolio
|
Q4 2023
Reduced 0.12%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
3,995
shares
|
$427,544
0.1% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
3,977
shares
|
$425,618
0.08% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
3,973
shares
|
$425,190
0.1% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
3,956
shares
|
$423,371
0.19% of portfolio
|
Q4 2022
Added 5.8%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
3,950
shares
|
$422,729
0.01% of portfolio
|
Q3 2024
Reduced 14.15%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
3,950
shares
|
$422,729
0.01% of portfolio
|
Q2 2024
Reduced 15.69%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
3,948
shares
|
$422,514
0.09% of portfolio
|
Q3 2024
Reduced 19.18%
|
|
|
Bck Capital Management LP
Stamford, CT |
Nov 07, 2024 Q3 2024 |
3,925
shares
|
$420,053
0.13% of portfolio
|
Q1 2023
Added 2.59%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
3,924
shares
|
$419,946
0.04% of portfolio
|
Q3 2024
Reduced 24.96%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,921
shares
|
$419,625
0.07% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
3,920
shares
|
$419,518
0.21% of portfolio
|
Q3 2024
Reduced 16.74%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,910
shares
|
$418,448
0.08% of portfolio
|
Q3 2024
Reduced 17.23%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
3,908
shares
|
$418,234
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
3,899
shares
|
$417,270
0.09% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
3,897
shares
|
$417,056
0.03% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
3,897
shares
|
$417,056
0.17% of portfolio
|
Q3 2024
Reduced 23.89%
|