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 |
|---|---|---|---|---|---|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
25,994
shares
|
$2.82 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
25,865
shares
|
$2.81 Million
0.06% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
25,777
shares
|
$2.8 Million
0.64% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
25,707
shares
|
$2.79 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
25,673
shares
|
$2.79 Million
0.79% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
25,638
shares
|
$2.79 Million
0.34% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
25,581
shares
|
$2.78 Million
0.17% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
25,556
shares
|
$2.78 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
25,536
shares
|
$2.77 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
25,528
shares
|
$2.77 Million
1.01% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
25,339
shares
|
$2.75 Million
1.27% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Guardian Capital LP
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
25,326
shares
|
$2.75 Million
0.12% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Barr E S & CO
Lexington, KY |
Feb 13, 2025 Q4 2024 |
25,267
shares
|
$2.75 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Citadel Investment Advisory, Inc.
|
Jan 24, 2025 Q4 2024 |
25,232
shares
|
$2.74 Million
1.46% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
25,220
shares
|
$2.74 Million
0.13% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
25,163
shares
|
$2.73 Million
0.88% of portfolio
|
Q4 2023
Added 5.97%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
25,148
shares
|
$2.73 Million
0.12% of portfolio
|
Q1 2024
Reduced 7.02%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
25,129
shares
|
$2.73 Million
0.35% of portfolio
|
Q4 2024
Reduced 32.04%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
25,038
shares
|
$2.72 Million
0.72% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Eulav Asset Management
|
Jan 28, 2025 Q4 2024 |
25,000
shares
|
$2.72 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
24,970
shares
|
$2.71 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
24,889
shares
|
$2.7 Million
1.32% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
24,766
shares
|
$2.69 Million
0.65% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
24,682
shares
|
$2.68 Million
0.04% of portfolio
|
Q4 2024
Added 54.58%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
24,664
shares
|
$2.68 Million
1.56% of portfolio
|
Q2 2022
Reduced 3.33%
|