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 |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
36,881
shares
|
$4.01 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
36,811
shares
|
$4 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
36,722
shares
|
$3.99 Million
0.82% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
36,721
shares
|
$3.99 Million
0.44% of portfolio
|
Q4 2024
Reduced 10.41%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
36,645
shares
|
$3.98 Million
0.29% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
36,565
shares
|
$3.97 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
36,442
shares
|
$3.96 Million
0.2% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
36,407
shares
|
$3.96 Million
0.99% of portfolio
|
Q1 2024
Reduced 39.36%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
36,320
shares
|
$3.95 Million
0.32% of portfolio
|
Q4 2024
Added 479.91%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
36,290
shares
|
$3.94 Million
0.22% of portfolio
|
Q4 2024
Added 64.77%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
36,276
shares
|
$3.94 Million
0.17% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Lafayette Investments, Inc.
|
Feb 13, 2025 Q4 2024 |
36,203
shares
|
$3.93 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
36,161
shares
|
$3.93 Million
0.06% of portfolio
|
Q4 2024
Reduced 11.28%
|
|
|
Permanens Capital L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
36,103
shares
|
$3.92 Million
0.78% of portfolio
|
Q3 2024
Reduced 29.74%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Feb 05, 2025 Q4 2024 |
35,755
shares
|
$3.89 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
35,755
shares
|
$3.89 Million
0.01% of portfolio
|
Q4 2024
Reduced 91.78%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
35,744
shares
|
$3.88 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
35,712
shares
|
$3.88 Million
1.12% of portfolio
|
Q4 2024
Added 20.3%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
35,614
shares
|
$3.87 Million
0.53% of portfolio
|
Q4 2022
Reduced 1.59%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
35,577
shares
|
$3.87 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Inkwell Capital LLC
Miami, FL |
Feb 12, 2025 Q4 2024 |
35,441
shares
|
$3.85 Million
4.22% of portfolio
|
Q4 2024
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
35,426
shares
|
$3.85 Million
0.14% of portfolio
|
Q2 2024
Added 7.19%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Feb 07, 2025 Q4 2024 |
35,402
shares
|
$3.85 Million
0.67% of portfolio
|
Q4 2024
Added 247.01%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
35,388
shares
|
$3.85 Million
0.06% of portfolio
|
Q2 2024
Reduced 6.8%
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
35,330
shares
|
$3.84 Million
1.11% of portfolio
|
Q3 2024
Added 32312.84%
|