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 |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
74,928
shares
|
$8.14 Million
0.02% of portfolio
|
Q2 2023
Reduced 4.53%
|
|
|
Bahl & Gaynor Inc
|
Feb 06, 2025 Q4 2024 |
74,924
shares
|
$8.14 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Lgt Group Foundation
|
Feb 06, 2025 Q4 2024 |
74,847
shares
|
$8.13 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
74,312
shares
|
$8.07 Million
2.02% of portfolio
|
Q1 2024
New holding
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
74,230
shares
|
$8.07 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
74,136
shares
|
$8.06 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
73,969
shares
|
$8.04 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
73,903
shares
|
$8.03 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
73,522
shares
|
$7.99 Million
0.53% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
73,522
shares
|
$7.99 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
73,451
shares
|
$7.98 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
73,012
shares
|
$7.93 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
72,643
shares
|
$7.89 Million
0.88% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Triavera Capital LLC
Larkspur, CA |
Feb 14, 2025 Q4 2024 |
72,240
shares
|
$7.85 Million
4.38% of portfolio
|
Q4 2024
New holding
|
|
|
Winslow Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
72,154
shares
|
$7.84 Million
1.6% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Feb 12, 2025 Q4 2024 |
72,064
shares
|
$7.83 Million
2.0% of portfolio
|
Q4 2024
Reduced 13.21%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
72,019
shares
|
$7.83 Million
0.25% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Ally Financial Inc.
Detroit, MI |
Feb 13, 2025 Q4 2024 |
72,000
shares
|
$7.82 Million
0.99% of portfolio
|
Q4 2024
Reduced 54.43%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
71,665
shares
|
$7.79 Million
0.25% of portfolio
|
Q4 2024
Reduced 10.93%
|
|
|
Qv Investors Inc.
|
Jan 13, 2025 Q4 2024 |
71,650
shares
|
$7.79 Million
0.82% of portfolio
|
Q4 2024
Reduced 35.2%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
71,482
shares
|
$7.77 Million
0.12% of portfolio
|
Q4 2022
Reduced 15.0%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
71,201
shares
|
$7.74 Million
0.45% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
71,072
shares
|
$7.72 Million
0.18% of portfolio
|
Q4 2024
Added 20.92%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
71,001
shares
|
$7.71 Million
0.01% of portfolio
|
Q4 2024
Added 20.01%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
70,678
shares
|
$7.68 Million
0.22% of portfolio
|
Q4 2024
Added 21.09%
|