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 |
|---|---|---|---|---|---|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
23,415
shares
|
$2.54 Million
0.44% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
23,405
shares
|
$2.54 Million
0.53% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
23,389
shares
|
$2.54 Million
1.37% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
23,357
shares
|
$2.54 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Feb 14, 2025 Q4 2024 |
23,283
shares
|
$2.53 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
23,265
shares
|
$2.53 Million
1.64% of portfolio
|
Q2 2022
Added 9.66%
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
23,136
shares
|
$2.51 Million
0.99% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
23,077
shares
|
$2.51 Million
0.08% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
23,028
shares
|
$2.5 Million
0.33% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Chapman Investment Management, LLC
|
Jan 31, 2025 Q4 2024 |
23,019
shares
|
$2.5 Million
2.0% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
22,974
shares
|
$2.5 Million
0.22% of portfolio
|
Q4 2024
Added 16.77%
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2025 Q4 2024 |
22,951
shares
|
$2.49 Million
1.7% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
22,887
shares
|
$2.49 Million
0.91% of portfolio
|
Q1 2024
Reduced 70.0%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
22,850
shares
|
$2.48 Million
0.16% of portfolio
|
Q2 2022
Reduced 14.97%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
22,823
shares
|
$2.48 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
22,774
shares
|
$2.47 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
22,741
shares
|
$2.47 Million
0.67% of portfolio
|
Q4 2024
Added 9.07%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
22,658
shares
|
$2.46 Million
0.18% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
22,606
shares
|
$2.46 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
22,601
shares
|
$2.46 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
22,587
shares
|
$2.45 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
22,560
shares
|
$2.45 Million
0.02% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
22,544
shares
|
$2.45 Million
1.13% of portfolio
|
Q3 2024
Added 19.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
22,452
shares
|
$2.44 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
22,442
shares
|
$2.44 Million
0.08% of portfolio
|
Q4 2024
Added 2.11%
|