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 |
|---|---|---|---|---|---|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
48,329
shares
|
$5.25 Million
1.78% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
48,310
shares
|
$5.25 Million
0.19% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
48,277
shares
|
$5.25 Million
1.95% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
48,239
shares
|
$5.24 Million
0.45% of portfolio
|
Q4 2024
Added 38.65%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
48,038
shares
|
$5.22 Million
0.09% of portfolio
|
Q4 2024
Reduced 17.68%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
47,999
shares
|
$5.22 Million
0.07% of portfolio
|
Q2 2023
Added 2.81%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
47,991
shares
|
$5.21 Million
0.08% of portfolio
|
Q4 2024
Reduced 21.11%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
47,861
shares
|
$5.2 Million
0.84% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
47,676
shares
|
$5.18 Million
0.63% of portfolio
|
Q4 2024
Added 132.97%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 29, 2025 Q4 2024 |
47,499
shares
|
$5.16 Million
1.1% of portfolio
|
Q4 2024
Reduced 12.78%
|
|
|
Savoie Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
47,491
shares
|
$5.16 Million
0.63% of portfolio
|
Q3 2024
Reduced 11.71%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
47,209
shares
|
$5.13 Million
0.67% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
47,168
shares
|
$5.13 Million
0.05% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Baxter Bros Inc
|
Feb 11, 2025 Q4 2024 |
47,138
shares
|
$5.12 Million
0.69% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Feb 12, 2025 Q4 2024 |
47,108
shares
|
$5.12 Million
1.29% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
46,836
shares
|
$5.09 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
46,711
shares
|
$5.08 Million
0.19% of portfolio
|
Q4 2024
Reduced 16.01%
|
|
|
Bank Of Nova Scotia Trust CO
|
Feb 13, 2025 Q4 2024 |
46,588
shares
|
$5.06 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
46,428
shares
|
$5.04 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
46,195
shares
|
$5.02 Million
0.23% of portfolio
|
Q4 2024
Reduced 10.03%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
46,064
shares
|
$5.01 Million
0.36% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
46,036
shares
|
$5 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Hunter Perkins Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
46,025
shares
|
$5 Million
1.08% of portfolio
|
Q4 2024
Reduced 16.36%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Feb 04, 2025 Q4 2024 |
45,942
shares
|
$4.99 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
45,586
shares
|
$4.95 Million
0.34% of portfolio
|
Q4 2024
Added 1.17%
|