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 |
|---|---|---|---|---|---|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
86,589
shares
|
$9.41 Million
0.27% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
86,455
shares
|
$9.39 Million
0.32% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
86,340
shares
|
$9.38 Million
0.25% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
86,143
shares
|
$9.36 Million
2.24% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
86,066
shares
|
$9.35 Million
0.87% of portfolio
|
Q4 2024
Reduced 88.52%
|
|
|
Founders Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
85,789
shares
|
$9.32 Million
1.69% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
85,691
shares
|
$9.31 Million
0.8% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
85,197
shares
|
$9.26 Million
0.29% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
85,187
shares
|
$9.26 Million
1.67% of portfolio
|
Q4 2024
Added 13.25%
|
|
|
Nikko Asset Management Americas, Inc.
|
Feb 10, 2025 Q4 2024 |
84,788
shares
|
$9.21 Million
0.11% of portfolio
|
Q4 2024
Reduced 11.74%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
84,516
shares
|
$9.18 Million
0.26% of portfolio
|
Q4 2024
Reduced 8.05%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Feb 13, 2025 Q4 2024 |
84,060
shares
|
$9.13 Million
6.8% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
83,364
shares
|
$9.06 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Omers Administration Corp
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
83,086
shares
|
$9.03 Million
0.08% of portfolio
|
Q4 2024
Added 15.39%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
83,068
shares
|
$9.03 Million
1.04% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
82,931
shares
|
$9.01 Million
0.51% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
82,690
shares
|
$8.99 Million
0.17% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
82,301
shares
|
$8.94 Million
0.35% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
82,102
shares
|
$8.92 Million
0.43% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
82,002
shares
|
$8.91 Million
0.82% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
81,984
shares
|
$8.91 Million
0.63% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
81,922
shares
|
$8.9 Million
0.23% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
81,883
shares
|
$8.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 27, 2025 Q4 2024 |
81,610
shares
|
$8.87 Million
0.21% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
81,378
shares
|
$8.84 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.01%
|