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 |
|---|---|---|---|---|---|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
3,887
shares
|
$415,986
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
3,887
shares
|
$415,986
0.07% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Nov 13, 2024 Q3 2024 |
3,885
shares
|
$415,772
0.01% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Cairn Investment Group, Inc.
|
Oct 17, 2024 Q3 2024 |
3,885
shares
|
$415,772
0.21% of portfolio
|
Q4 2023
Reduced 9.02%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
3,884
shares
|
$415,665
0.28% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
3,880
shares
|
$415,237
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
3,862
shares
|
$413,311
0.2% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
3,859
shares
|
$412,990
0.16% of portfolio
|
Q3 2024
Reduced 56.28%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
3,847
shares
|
$411,705
0.05% of portfolio
|
Q3 2022
Reduced 1.08%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
3,842
shares
|
$411,170
0.04% of portfolio
|
Q3 2024
Reduced 17.82%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
3,836
shares
|
$410,528
0.03% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
3,826
shares
|
$409,458
0.09% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
3,824
shares
|
$409,244
0.2% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
3,817
shares
|
$408,495
0.04% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
3,814
shares
|
$408,174
0.01% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
3,812
shares
|
$407,960
0.14% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Oct 18, 2024 Q3 2024 |
3,800
shares
|
$406,676
0.1% of portfolio
|
Q3 2024
Added 52.0%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,788
shares
|
$405,391
0.21% of portfolio
|
Q3 2024
Reduced 27.82%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
3,785
shares
|
$405,070
0.02% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
3,784
shares
|
$404,963
0.21% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
3,781
shares
|
$404,642
0.04% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
3,781
shares
|
$404,642
0.18% of portfolio
|
Q2 2024
Reduced 3.69%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
3,770
shares
|
$403,465
0.18% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
3,768
shares
|
$403,251
0.31% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
3,765
shares
|
$402,930
0.27% of portfolio
|
Q3 2024
Added 0.24%
|