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 |
|---|---|---|---|---|---|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
70,621
shares
|
$7.67 Million
1.22% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Edge Wealth Management LLC
|
Jan 14, 2025 Q4 2024 |
70,545
shares
|
$7.67 Million
1.66% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
70,226
shares
|
$7.63 Million
0.08% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Pacific Heights Asset Management LLC
|
Feb 07, 2025 Q4 2024 |
70,000
shares
|
$7.61 Million
0.52% of portfolio
|
Q3 2023
Reduced 12.5%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Feb 14, 2025 Q4 2024 |
69,550
shares
|
$7.56 Million
2.54% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
69,402
shares
|
$7.54 Million
0.24% of portfolio
|
Q4 2024
Reduced 19.52%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
69,337
shares
|
$7.53 Million
0.91% of portfolio
|
Q2 2022
Reduced 1.0%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
69,225
shares
|
$7.52 Million
0.71% of portfolio
|
Q3 2021
Added 10.56%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
69,103
shares
|
$7.51 Million
0.36% of portfolio
|
Q3 2022
Reduced 54.32%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
69,089
shares
|
$7.51 Million
0.36% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
69,086
shares
|
$7.51 Million
0.77% of portfolio
|
Q2 2022
Added 40.42%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
68,795
shares
|
$7.48 Million
0.11% of portfolio
|
Q4 2024
Reduced 34.17%
|
|
|
Commerzbank Aktiengesellschaft
|
Feb 06, 2025 Q4 2024 |
68,491
shares
|
$7.44 Million
0.18% of portfolio
|
Q4 2024
Reduced 91.17%
|
|
|
Addenda Capital Inc.
|
Jan 16, 2025 Q4 2024 |
68,081
shares
|
$7.4 Million
0.38% of portfolio
|
Q4 2024
Reduced 39.97%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
68,065
shares
|
$7.4 Million
2.96% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
67,793
shares
|
$7.37 Million
1.2% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
67,700
shares
|
$7.36 Million
0.73% of portfolio
|
Q4 2024
Reduced 25.37%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
67,416
shares
|
$7.33 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
67,290
shares
|
$7.31 Million
0.09% of portfolio
|
Q4 2024
Reduced 16.16%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
67,232
shares
|
$7.31 Million
2.02% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
67,109
shares
|
$7.29 Million
0.19% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
67,099
shares
|
$7.29 Million
1.31% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
66,502
shares
|
$7.23 Million
0.02% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
66,380
shares
|
$7.21 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
66,213
shares
|
$7.19 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.2%
|