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 |
|---|---|---|---|---|---|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
38,712
shares
|
$4.21 Million
1.28% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Feb 06, 2025 Q4 2024 |
38,700
shares
|
$4.21 Million
0.54% of portfolio
|
Q3 2022
Reduced 7.86%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
38,695
shares
|
$4.2 Million
0.09% of portfolio
|
Q2 2023
Added 1606.88%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Feb 13, 2025 Q4 2024 |
38,588
shares
|
$4.19 Million
0.46% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Jag Capital Management, LLC
|
Feb 06, 2025 Q4 2024 |
38,538
shares
|
$4.19 Million
0.61% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
38,371
shares
|
$4.17 Million
0.46% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
38,367
shares
|
$4.17 Million
0.32% of portfolio
|
Q4 2024
Added 60.49%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
38,280
shares
|
$4.16 Million
0.32% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
38,028
shares
|
$4.13 Million
2.04% of portfolio
|
Q2 2022
Reduced 11.38%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
37,895
shares
|
$4.12 Million
0.11% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
37,890
shares
|
$4.12 Million
0.38% of portfolio
|
Q4 2024
Reduced 10.03%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
37,882
shares
|
$4.12 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Feb 21, 2025 Q4 2024 |
37,874
shares
|
$4.12 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
37,840
shares
|
$4.11 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
Jan 31, 2025 Q4 2024 |
37,800
shares
|
$4.11 Million
1.28% of portfolio
|
Q4 2024
Reduced 50.07%
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
37,781
shares
|
$4.11 Million
0.72% of portfolio
|
Q3 2024
Added 834.94%
|
|
|
Infusive Asset Management Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
37,659
shares
|
$4.09 Million
1.88% of portfolio
|
Q4 2024
Reduced 16.64%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Feb 05, 2025 Q4 2024 |
37,652
shares
|
$4.09 Million
1.35% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
37,595
shares
|
$4.09 Million
0.85% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Feb 11, 2025 Q4 2024 |
37,594
shares
|
$4.08 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
37,562
shares
|
$4.08 Million
0.12% of portfolio
|
Q4 2024
Reduced 36.21%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
37,456
shares
|
$4.07 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
37,431
shares
|
$4.07 Million
0.03% of portfolio
|
Q4 2024
Reduced 37.11%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Feb 03, 2025 Q4 2024 |
37,249
shares
|
$4.05 Million
3.58% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
36,953
shares
|
$4.02 Million
0.06% of portfolio
|
Q4 2024
Added 28.23%
|