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 |
|---|---|---|---|---|---|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
3,571
shares
|
$382,168
0.24% of portfolio
|
Q1 2023
Reduced 35.37%
|
|
|
La Fleur & Godfrey LLC
|
Jan 16, 2025 Q4 2024 |
3,570
shares
|
$382,061
0.05% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
3,566
shares
|
$381,633
0.04% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
3,563
shares
|
$381,312
0.1% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,558
shares
|
$380,777
0.01% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
3,557
shares
|
$380,670
0.03% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
3,557
shares
|
$380,670
0.22% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
3,555
shares
|
$380,456
0.12% of portfolio
|
Q2 2024
Reduced 3.94%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,548
shares
|
$379,706
0.06% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
3,548
shares
|
$379,706
0.12% of portfolio
|
Q3 2024
Reduced 13.46%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
3,545
shares
|
$379,385
0.17% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
3,523
shares
|
$377,031
0.04% of portfolio
|
Q4 2023
Reduced 79.3%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
3,506
shares
|
$375,212
0.22% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Grace & White Inc
|
Oct 21, 2024 Q3 2024 |
3,500
shares
|
$374,570
0.08% of portfolio
|
Q1 2024
Reduced 29.29%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
3,500
shares
|
$374,570
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
3,495
shares
|
$374,034
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
3,460
shares
|
$370,289
0.1% of portfolio
|
Q3 2024
Reduced 34.54%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
3,459
shares
|
$370,182
0.21% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
3,457
shares
|
$369,968
0.04% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,457
shares
|
$369,968
0.16% of portfolio
|
Q2 2022
Added 11.73%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
3,455
shares
|
$369,754
0.06% of portfolio
|
Q3 2024
Reduced 16.44%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
3,451
shares
|
$369,326
0.07% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Mizuho Securities Co. Ltd.
|
Nov 05, 2024 Q3 2024 |
3,450
shares
|
$369,219
0.86% of portfolio
|
Q3 2024
Added 287.64%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,431
shares
|
$367,185
0.24% of portfolio
|
Q1 2023
Added 9.76%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
3,428
shares
|
$366,864
0.08% of portfolio
|
Q3 2024
Reduced 3.92%
|