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 |
|---|---|---|---|---|---|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
3,755
shares
|
$401,860
0.12% of portfolio
|
Q3 2023
Reduced 0.66%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
3,751
shares
|
$401,432
0.01% of portfolio
|
Q1 2023
Reduced 59.47%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
3,749
shares
|
$401,217
0.04% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
3,748
shares
|
$401,110
0.17% of portfolio
|
Q3 2024
Reduced 69.58%
|
|
|
Rba Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
3,746
shares
|
$400,896
0.14% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
3,743
shares
|
$400,575
0.14% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
3,738
shares
|
$400,040
0.1% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
3,728
shares
|
$398,970
0.0% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
3,726
shares
|
$398,756
0.32% of portfolio
|
Q4 2024
Added 46.12%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
3,724
shares
|
$398,542
0.05% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
3,719
shares
|
$398,007
0.06% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,718
shares
|
$397,900
0.03% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
3,718
shares
|
$397,900
0.54% of portfolio
|
Q4 2022
Reduced 11.85%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
3,715
shares
|
$397,579
0.13% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
3,705
shares
|
$396,509
0.09% of portfolio
|
Q3 2024
Added 522.69%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
3,700
shares
|
$395,974
0.03% of portfolio
|
Q3 2024
Reduced 13.95%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
3,697
shares
|
$395,652
0.09% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,697
shares
|
$395,652
0.13% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
3,690
shares
|
$394,903
0.07% of portfolio
|
Q4 2024
Added 13.57%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
3,682
shares
|
$394,047
0.05% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Dempze Nancy E
|
Nov 12, 2024 Q3 2024 |
3,680
shares
|
$393,833
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
3,680
shares
|
$393,833
0.04% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
3,680
shares
|
$393,833
0.06% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 21, 2024 Q3 2024 |
3,680
shares
|
$393,833
0.24% of portfolio
|
Q3 2023
Added 3.23%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,671
shares
|
$392,870
0.07% of portfolio
|
Q3 2024
Added 0.3%
|