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 |
|---|---|---|---|---|---|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
51,115
shares
|
$5.55 Million
1.11% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
50,998
shares
|
$5.54 Million
0.01% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
50,804
shares
|
$5.52 Million
0.75% of portfolio
|
Q4 2024
Reduced 24.02%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
50,591
shares
|
$5.5 Million
1.04% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
50,577
shares
|
$5.5 Million
0.28% of portfolio
|
Q4 2024
Reduced 10.03%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
50,512
shares
|
$5.49 Million
1.92% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
50,508
shares
|
$5.49 Million
0.17% of portfolio
|
Q3 2023
Reduced 11.18%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
50,506
shares
|
$5.49 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
50,325
shares
|
$5.47 Million
1.25% of portfolio
|
Q2 2022
Reduced 5.27%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
50,259
shares
|
$5.46 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
49,737
shares
|
$5.4 Million
0.18% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
49,661
shares
|
$5.4 Million
2.13% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
49,627
shares
|
$5.39 Million
1.48% of portfolio
|
Q4 2020
Reduced 15.61%
|
|
|
Weiss Asset Management LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
49,159
shares
|
$5.34 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
49,156
shares
|
$5.34 Million
0.41% of portfolio
|
Q4 2022
Added 17.75%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jan 15, 2025 Q4 2024 |
49,019
shares
|
$5.33 Million
2.62% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
48,988
shares
|
$5.32 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
48,959
shares
|
$5.32 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Wallington Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
48,786
shares
|
$5.3 Million
0.79% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Feb 07, 2025 Q4 2024 |
48,764
shares
|
$5.3 Million
1.37% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
48,750
shares
|
$5.3 Million
0.32% of portfolio
|
Q4 2024
Added 24.2%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
48,663
shares
|
$5.29 Million
0.21% of portfolio
|
Q4 2024
Added 10.72%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
48,413
shares
|
$5.26 Million
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
48,385
shares
|
$5.26 Million
0.06% of portfolio
|
Q4 2024
Added 137.37%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
48,339
shares
|
$5.25 Million
0.35% of portfolio
|
Q4 2024
Added 5.32%
|