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 3,579 institutions that hold shares in the stock, with a total of 1.23 Billion shares, which have been reported (via 13F filing form) to have a value of $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lathrop Investment Management Corp
|
Feb 14, 2025 Q4 2024 |
119,049
shares
|
$12.9 Million
2.53% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Feb 14, 2025 Q4 2024 |
118,709
shares
|
$12.9 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
118,353
shares
|
$12.9 Million
0.78% of portfolio
|
Q4 2022
Reduced 1.57%
|
|
|
Payden & Rygel
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
117,930
shares
|
$12.8 Million
1.13% of portfolio
|
Q4 2024
Added 54.7%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
117,186
shares
|
$12.7 Million
0.25% of portfolio
|
Q4 2024
Reduced 53.58%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
116,771
shares
|
$12.7 Million
0.45% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
116,536
shares
|
$12.7 Million
0.33% of portfolio
|
Q1 2023
Added 1283.38%
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
116,516
shares
|
$12.7 Million
1.32% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
115,561
shares
|
$12.6 Million
0.92% of portfolio
|
Q3 2022
Reduced 1.77%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
115,480
shares
|
$12.5 Million
0.24% of portfolio
|
Q3 2024
Added 259.96%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Feb 12, 2025 Q4 2024 |
115,215
shares
|
$12.5 Million
0.13% of portfolio
|
Q4 2024
Reduced 21.29%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
113,590
shares
|
$12.3 Million
0.86% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Rpg Investment Advisory, LLC
|
Feb 04, 2025 Q4 2024 |
112,842
shares
|
$12.3 Million
1.72% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
112,235
shares
|
$12.2 Million
0.45% of portfolio
|
Q3 2022
Added 5.75%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
112,092
shares
|
$12.2 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Hartford Investment Management CO
|
Jan 29, 2025 Q4 2024 |
111,928
shares
|
$12.2 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
111,393
shares
|
$12.1 Million
0.11% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
111,349
shares
|
$12.1 Million
0.18% of portfolio
|
Q4 2024
Added 30.37%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Feb 07, 2025 Q4 2024 |
111,141
shares
|
$12.1 Million
1.94% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
Warszawa, R9 |
Feb 12, 2025 Q4 2024 |
110,000
shares
|
$12 Million
9.4% of portfolio
|
Q4 2024
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
109,774
shares
|
$11.9 Million
1.38% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Hosking Partners LLP
|
Feb 05, 2025 Q4 2024 |
108,168
shares
|
$11.8 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
107,659
shares
|
$11.7 Million
0.27% of portfolio
|
Q4 2023
Added 6.29%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
107,370
shares
|
$11.7 Million
0.34% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
107,188
shares
|
$11.6 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.72%
|