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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
41,499
shares
|
$4.51 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
41,440
shares
|
$4.5 Million
0.13% of portfolio
|
Q4 2024
Reduced 13.09%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
41,386
shares
|
$4.5 Million
0.03% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
41,103
shares
|
$4.47 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
40,963
shares
|
$4.45 Million
0.1% of portfolio
|
Q4 2024
Reduced 63.76%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
40,937
shares
|
$4.45 Million
0.99% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
40,795
shares
|
$4.43 Million
0.23% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
40,628
shares
|
$4.41 Million
0.1% of portfolio
|
Q4 2024
Reduced 15.03%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
40,614
shares
|
$4.41 Million
0.16% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
40,588
shares
|
$4.41 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Groupe La Francaise
Paris, I0 |
Feb 14, 2025 Q4 2024 |
40,482
shares
|
$4.4 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
40,453
shares
|
$4.4 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
40,357
shares
|
$4.39 Million
0.59% of portfolio
|
Q2 2023
Added 66.05%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
40,017
shares
|
$4.35 Million
0.04% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Arlington Partners LLC
|
Jan 29, 2025 Q4 2024 |
39,607
shares
|
$4.3 Million
1.82% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Jan 30, 2025 Q4 2024 |
39,434
shares
|
$4.28 Million
4.7% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
39,427
shares
|
$4.28 Million
0.15% of portfolio
|
Q4 2024
Added 83.24%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
39,418
shares
|
$4.28 Million
0.66% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
39,136
shares
|
$4.25 Million
0.01% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
38,992
shares
|
$4.24 Million
0.4% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
38,964
shares
|
$4.23 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Feb 05, 2025 Q4 2024 |
38,929
shares
|
$4.23 Million
1.24% of portfolio
|
Q4 2024
Reduced 18.19%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
38,900
shares
|
$4.23 Million
0.08% of portfolio
|
Q4 2024
Added 18.08%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
38,796
shares
|
$4.22 Million
0.2% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
38,723
shares
|
$4.21 Million
0.27% of portfolio
|
Q4 2023
Reduced 2.4%
|