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 |
|---|---|---|---|---|---|
|
Marsico Capital Management LLC
Denver, CO |
Feb 13, 2025 Q4 2024 |
42,811
shares
|
$4.65 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
42,797
shares
|
$4.65 Million
0.32% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
42,707
shares
|
$4.64 Million
1.1% of portfolio
|
Q3 2024
Reduced 22.78%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
42,696
shares
|
$4.64 Million
0.41% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Lynch Asset Management, Inc.
|
Jan 24, 2025 Q4 2024 |
42,675
shares
|
$4.64 Million
1.93% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
42,656
shares
|
$4.64 Million
0.38% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Feb 14, 2025 Q4 2024 |
42,599
shares
|
$4.63 Million
1.28% of portfolio
|
Q4 2024
Reduced 13.61%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
42,526
shares
|
$4.62 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
42,410
shares
|
$4.61 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
42,382
shares
|
$4.61 Million
0.04% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
42,228
shares
|
$4.59 Million
0.16% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Feb 11, 2025 Q4 2024 |
42,195
shares
|
$4.58 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
42,149
shares
|
$4.58 Million
1.48% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
42,070
shares
|
$4.57 Million
0.05% of portfolio
|
Q2 2024
Added 2.81%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
41,903
shares
|
$4.55 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Feb 12, 2025 Q4 2024 |
41,797
shares
|
$4.54 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
41,779
shares
|
$4.54 Million
0.11% of portfolio
|
Q3 2024
Reduced 18.01%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
41,741
shares
|
$4.54 Million
0.35% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Bridge Creek Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
41,655
shares
|
$4.53 Million
1.44% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
41,632
shares
|
$4.52 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
41,601
shares
|
$4.52 Million
5.23% of portfolio
|
Q1 2024
Reduced 14.09%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
41,588
shares
|
$4.52 Million
0.94% of portfolio
|
Q4 2024
Added 13.19%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
41,563
shares
|
$4.52 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
41,502
shares
|
$4.51 Million
1.71% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Reliant Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
41,500
shares
|
$4.51 Million
2.16% of portfolio
|
Q4 2024
Added 0.43%
|