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 |
|---|---|---|---|---|---|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
3,671
shares
|
$392,870
0.28% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
3,668
shares
|
$392,549
0.09% of portfolio
|
Q4 2024
Added 30.16%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
3,666
shares
|
$392,335
0.02% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
3,665
shares
|
$392,228
0.02% of portfolio
|
Q3 2023
Reduced 20.76%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,664
shares
|
$392,121
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
3,653
shares
|
$390,944
0.08% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
3,644
shares
|
$389,980
0.03% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
3,634
shares
|
$388,910
0.11% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
3,629
shares
|
$388,375
0.05% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,624
shares
|
$387,840
0.12% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Private Management Group Inc
|
Oct 29, 2024 Q3 2024 |
3,620
shares
|
$387,412
0.01% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
3,618
shares
|
$387,198
0.04% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
3,616
shares
|
$386,984
0.09% of portfolio
|
Q3 2024
Reduced 16.06%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
3,616
shares
|
$386,984
0.03% of portfolio
|
Q3 2024
Reduced 33.99%
|
|
|
Wedge Capital Management L L P
|
Jan 15, 2025 Q4 2024 |
3,615
shares
|
$386,877
0.01% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Nine Masts Capital LTD
|
Nov 12, 2024 Q3 2024 |
3,610
shares
|
$386,342
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
3,604
shares
|
$385,700
0.09% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
3,602
shares
|
$385,486
0.09% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
3,602
shares
|
$385,486
0.07% of portfolio
|
Q3 2024
Added 14.13%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
3,598
shares
|
$385,057
0.08% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
3,591
shares
|
$384,308
0.13% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
3,590
shares
|
$384,201
0.1% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
3,588
shares
|
$383,987
0.02% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
3,586
shares
|
$383,773
0.32% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
3,578
shares
|
$382,917
0.02% of portfolio
|
Q3 2024
Reduced 11.59%
|