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 |
|---|---|---|---|---|---|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
45,443
shares
|
$4.94 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
45,435
shares
|
$4.94 Million
5.15% of portfolio
|
Q4 2024
New holding
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Feb 13, 2025 Q4 2024 |
45,270
shares
|
$4.92 Million
1.24% of portfolio
|
Q4 2024
Reduced 28.71%
|
|
|
Independent Investors Inc
|
Jan 27, 2025 Q4 2024 |
45,264
shares
|
$4.92 Million
1.01% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Feb 14, 2025 Q4 2024 |
45,153
shares
|
$4.91 Million
0.4% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
44,756
shares
|
$4.86 Million
3.13% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
44,577
shares
|
$4.84 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
44,545
shares
|
$4.84 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
44,184
shares
|
$4.8 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
44,147
shares
|
$4.8 Million
0.46% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
43,905
shares
|
$4.77 Million
0.82% of portfolio
|
Q2 2023
Reduced 48.17%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
43,538
shares
|
$4.73 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Diversified Investment Strategies, LLC
|
Jan 23, 2025 Q4 2024 |
43,391
shares
|
$4.71 Million
3.25% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
43,381
shares
|
$4.71 Million
0.2% of portfolio
|
Q4 2024
Added 24.86%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
43,370
shares
|
$4.71 Million
0.84% of portfolio
|
Q3 2023
Added 11.81%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jan 17, 2025 Q4 2024 |
43,299
shares
|
$4.7 Million
1.58% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
43,274
shares
|
$4.7 Million
1.27% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
43,271
shares
|
$4.7 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
43,235
shares
|
$4.7 Million
0.3% of portfolio
|
Q3 2023
Added 10.77%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
43,165
shares
|
$4.69 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
43,131
shares
|
$4.69 Million
0.83% of portfolio
|
Q4 2024
Added 10.84%
|
|
|
Thornburg Investment Management Inc
|
Feb 13, 2025 Q4 2024 |
43,016
shares
|
$4.67 Million
0.07% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
42,962
shares
|
$4.67 Million
0.16% of portfolio
|
Q4 2024
Added 11.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
42,951
shares
|
$4.67 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
42,815
shares
|
$4.65 Million
0.09% of portfolio
|
Q4 2024
Added 39.05%
|