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 |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
65,831
shares
|
$7.15 Million
0.51% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
65,693
shares
|
$7.14 Million
0.28% of portfolio
|
Q4 2024
Added 24.28%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
65,328
shares
|
$7.1 Million
2.92% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
65,191
shares
|
$7.08 Million
1.24% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
65,140
shares
|
$7.08 Million
0.06% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
64,971
shares
|
$7.06 Million
0.27% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jan 31, 2025 Q4 2024 |
64,805
shares
|
$7.04 Million
2.24% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Tufton Capital Management
|
Feb 05, 2025 Q4 2024 |
64,402
shares
|
$7 Million
1.36% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Wealth Bridge Investment Counsel Inc.
|
Jan 15, 2025 Q4 2024 |
64,386
shares
|
$7 Million
2.63% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
64,323
shares
|
$6.99 Million
2.86% of portfolio
|
Q4 2024
Reduced 13.97%
|
|
|
Legal Advantage Investments, Inc.
|
Jan 16, 2025 Q4 2024 |
64,307
shares
|
$6.99 Million
4.0% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
64,247
shares
|
$6.98 Million
1.0% of portfolio
|
Q4 2022
Reduced 8.78%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
64,208
shares
|
$6.98 Million
0.3% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Feb 12, 2025 Q4 2024 |
64,178
shares
|
$6.97 Million
1.01% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
64,037
shares
|
$6.96 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
63,958
shares
|
$6.95 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
63,718
shares
|
$6.92 Million
1.2% of portfolio
|
Q4 2024
Reduced 14.99%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
63,354
shares
|
$6.88 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
63,337
shares
|
$6.88 Million
1.38% of portfolio
|
Q4 2024
Reduced 21.02%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
63,297
shares
|
$6.88 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
63,039
shares
|
$6.85 Million
1.49% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Callahan Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
62,932
shares
|
$6.84 Million
0.69% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
62,873
shares
|
$6.83 Million
1.75% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
62,852
shares
|
$6.83 Million
0.86% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
62,800
shares
|
$6.82 Million
0.23% of portfolio
|
Q4 2024
Added 339.31%
|