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 |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
29,858
shares
|
$3.24 Million
1.49% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
29,815
shares
|
$3.24 Million
0.34% of portfolio
|
Q3 2024
Reduced 67.52%
|
|
|
K.J. Harrison & Partners Inc
|
Feb 04, 2025 Q4 2024 |
29,742
shares
|
$3.23 Million
0.56% of portfolio
|
Q4 2024
Reduced 34.93%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
29,719
shares
|
$3.23 Million
0.21% of portfolio
|
Q4 2024
Added 325.1%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
29,714
shares
|
$3.23 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
29,707
shares
|
$3.23 Million
0.19% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
29,667
shares
|
$3.22 Million
0.12% of portfolio
|
Q4 2024
Added 10.22%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
29,583
shares
|
$3.21 Million
0.92% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
29,443
shares
|
$3.2 Million
0.41% of portfolio
|
Q3 2024
Added 11.5%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Feb 06, 2025 Q4 2024 |
29,420
shares
|
$3.2 Million
2.16% of portfolio
|
Q4 2024
New holding
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
29,405
shares
|
$3.2 Million
0.34% of portfolio
|
Q4 2024
Reduced 16.1%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
29,405
shares
|
$3.2 Million
0.31% of portfolio
|
Q4 2024
Reduced 20.76%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
29,358
shares
|
$3.19 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
29,297
shares
|
$3.18 Million
0.15% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
29,128
shares
|
$3.17 Million
0.5% of portfolio
|
Q4 2024
Reduced 34.21%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
29,119
shares
|
$3.16 Million
0.11% of portfolio
|
Q4 2024
Added 141.63%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
29,096
shares
|
$3.16 Million
0.61% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
29,081
shares
|
$3.16 Million
1.15% of portfolio
|
Q2 2022
Added 0.07%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
29,075
shares
|
$3.16 Million
0.67% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
29,071
shares
|
$3.16 Million
0.01% of portfolio
|
Q4 2024
Added 117.55%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
29,031
shares
|
$3.15 Million
0.06% of portfolio
|
Q4 2024
Reduced 66.09%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
28,997
shares
|
$3.15 Million
0.48% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Jan 27, 2025 Q4 2024 |
28,985
shares
|
$3.15 Million
2.25% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
28,951
shares
|
$3.15 Million
0.25% of portfolio
|
Q4 2022
Reduced 0.19%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
28,951
shares
|
$3.15 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.56%
|