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 |
|---|---|---|---|---|---|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
3,427
shares
|
$366,757
0.02% of portfolio
|
Q3 2024
Reduced 43.09%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
3,421
shares
|
$366,115
0.05% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Nov 12, 2024 Q3 2024 |
3,418
shares
|
$365,794
0.19% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
3,412
shares
|
$365,152
0.17% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
3,411
shares
|
$365,045
0.14% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
3,404
shares
|
$364,296
0.04% of portfolio
|
Q3 2024
Reduced 48.49%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Oct 15, 2024 Q3 2024 |
3,403
shares
|
$364,189
0.16% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
3,403
shares
|
$364,189
0.07% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
3,398
shares
|
$363,653
0.03% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,389
shares
|
$362,690
0.11% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 12, 2024 Q3 2024 |
3,386
shares
|
$362,369
0.08% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
3,379
shares
|
$361,620
0.09% of portfolio
|
Q3 2024
Added 17.2%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
3,369
shares
|
$360,550
0.05% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
3,365
shares
|
$360,122
0.01% of portfolio
|
Q3 2024
Reduced 64.08%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
3,350
shares
|
$358,517
0.03% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
3,340
shares
|
$357,446
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
3,335
shares
|
$356,911
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Signet Investment Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
3,328
shares
|
$356,162
0.16% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
3,326
shares
|
$355,948
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Oct 21, 2024 Q3 2024 |
3,319
shares
|
$355,199
0.15% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
3,316
shares
|
$354,878
0.19% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,303
shares
|
$353,487
0.09% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Humankind Investments LLC
|
Nov 14, 2024 Q3 2024 |
3,300
shares
|
$353,166
0.12% of portfolio
|
Q3 2024
Added 22.0%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,287
shares
|
$351,774
0.02% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
3,286
shares
|
$351,667
0.05% of portfolio
|
Q3 2024
Reduced 11.19%
|