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 |
|---|---|---|---|---|---|
|
Searle & Co.
|
Feb 14, 2025 Q4 2024 |
22,437
shares
|
$2.44 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
22,430
shares
|
$2.44 Million
0.19% of portfolio
|
Q4 2024
Added 31.31%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
22,396
shares
|
$2.43 Million
0.27% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
22,394
shares
|
$2.43 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
22,376
shares
|
$2.43 Million
0.31% of portfolio
|
Q4 2024
Added 25.72%
|
|
|
Alpine Woods Capital Investors, LLC
|
Feb 10, 2025 Q4 2024 |
22,375
shares
|
$2.43 Million
0.42% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
22,374
shares
|
$2.43 Million
0.52% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
22,294
shares
|
$2.42 Million
0.07% of portfolio
|
Q4 2024
Added 67.21%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
22,260
shares
|
$2.42 Million
0.28% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Feb 14, 2025 Q4 2024 |
22,188
shares
|
$2.41 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
22,176
shares
|
$2.41 Million
0.4% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
22,160
shares
|
$2.41 Million
0.16% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Tevis Investment Management
|
Jan 28, 2025 Q4 2024 |
22,083
shares
|
$2.4 Million
1.86% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
22,080
shares
|
$2.4 Million
0.85% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
22,025
shares
|
$2.39 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
River Park Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
21,939
shares
|
$2.38 Million
1.76% of portfolio
|
Q4 2024
Reduced 16.39%
|
|
|
Point72 Europe (London) LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
21,900
shares
|
$2.38 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
21,892
shares
|
$2.38 Million
0.68% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
21,876
shares
|
$2.38 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
21,757
shares
|
$2.36 Million
0.44% of portfolio
|
Q4 2024
Reduced 50.94%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
21,729
shares
|
$2.36 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
21,499
shares
|
$2.34 Million
0.37% of portfolio
|
Q3 2022
Added 0.71%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
21,439
shares
|
$2.33 Million
0.21% of portfolio
|
Q4 2024
Reduced 11.06%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
21,410
shares
|
$2.33 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Feb 14, 2025 Q4 2024 |
21,386
shares
|
$2.32 Million
1.6% of portfolio
|
Q4 2024
Reduced 0.14%
|