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 |
|---|---|---|---|---|---|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Feb 12, 2025 Q4 2024 |
27,013
shares
|
$2.94 Million
0.63% of portfolio
|
Q4 2024
Reduced 27.23%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
27,010
shares
|
$2.93 Million
0.49% of portfolio
|
Q3 2023
Reduced 52.08%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
26,819
shares
|
$2.91 Million
1.35% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
26,767
shares
|
$2.91 Million
0.09% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
26,732
shares
|
$2.9 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
26,675
shares
|
$2.9 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
26,645
shares
|
$2.9 Million
0.05% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
26,510
shares
|
$2.88 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
26,506
shares
|
$2.88 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
26,495
shares
|
$2.88 Million
0.8% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
26,405
shares
|
$2.87 Million
0.78% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
26,382
shares
|
$2.87 Million
0.51% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
26,376
shares
|
$2.87 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
26,281
shares
|
$2.86 Million
0.07% of portfolio
|
Q4 2024
Reduced 11.62%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
26,280
shares
|
$2.86 Million
0.46% of portfolio
|
Q4 2024
Added 21.87%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
26,271
shares
|
$2.85 Million
0.37% of portfolio
|
Q3 2022
Added 3.37%
|
|
|
M. Kraus & CO
|
Jan 14, 2025 Q4 2024 |
26,235
shares
|
$2.85 Million
0.97% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
26,179
shares
|
$2.84 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Bull Street Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
26,160
shares
|
$2.84 Million
1.4% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
26,128
shares
|
$2.84 Million
0.64% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
26,101
shares
|
$2.84 Million
0.66% of portfolio
|
Q4 2024
Reduced 20.16%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
26,006
shares
|
$2.83 Million
0.21% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
26,006
shares
|
$2.83 Million
0.03% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
26,000
shares
|
$2.83 Million
0.14% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
25,999
shares
|
$2.83 Million
0.12% of portfolio
|
Q4 2024
Added 30487.06%
|