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 |
|---|---|---|---|---|---|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
33,443
shares
|
$3.63 Million
0.12% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
33,370
shares
|
$3.63 Million
0.55% of portfolio
|
Q4 2024
Reduced 37.77%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 28, 2025 Q4 2024 |
33,369
shares
|
$3.63 Million
2.51% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
33,315
shares
|
$3.62 Million
2.54% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
33,281
shares
|
$3.62 Million
1.29% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
33,194
shares
|
$3.61 Million
0.41% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
33,042
shares
|
$3.59 Million
0.38% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
32,997
shares
|
$3.59 Million
0.31% of portfolio
|
Q4 2024
Reduced 99.04%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
32,952
shares
|
$3.58 Million
0.33% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
William Allan, LLC
|
Jan 28, 2025 Q4 2024 |
32,922
shares
|
$3.58 Million
2.34% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
32,919
shares
|
$3.58 Million
0.86% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
32,798
shares
|
$3.56 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
32,719
shares
|
$3.56 Million
3.21% of portfolio
|
Q4 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
32,717
shares
|
$3.56 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
32,656
shares
|
$3.55 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
32,606
shares
|
$3.54 Million
0.47% of portfolio
|
Q4 2024
Reduced 11.26%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
32,569
shares
|
$3.54 Million
0.12% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
32,559
shares
|
$3.54 Million
1.88% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Winton Group LTD
London, X0 |
Feb 12, 2025 Q4 2024 |
32,548
shares
|
$3.54 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
32,416
shares
|
$3.52 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Bender Robert & Associates
|
Feb 07, 2025 Q4 2024 |
32,394
shares
|
$3.52 Million
0.87% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
32,319
shares
|
$3.51 Million
0.71% of portfolio
|
Q4 2022
Reduced 18.89%
|
|
|
Summit Place Financial Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
32,309
shares
|
$3.51 Million
2.19% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
32,254
shares
|
$3.5 Million
0.87% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
32,177
shares
|
$3.5 Million
0.04% of portfolio
|
Q4 2024
Added 0.63%
|