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 |
|---|---|---|---|---|---|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
21,358
shares
|
$2.32 Million
1.26% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
21,339
shares
|
$2.32 Million
1.15% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
21,337
shares
|
$2.32 Million
0.1% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
21,306
shares
|
$2.32 Million
0.3% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
K2 Principal Fund, L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
21,254
shares
|
$2.31 Million
0.77% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
21,221
shares
|
$2.31 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Feb 14, 2025 Q4 2024 |
21,112
shares
|
$2.29 Million
0.07% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
21,108
shares
|
$2.29 Million
0.18% of portfolio
|
Q1 2023
Added 0.41%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
20,983
shares
|
$2.28 Million
0.56% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
20,977
shares
|
$2.28 Million
0.19% of portfolio
|
Q4 2024
Reduced 29.34%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
20,900
shares
|
$2.27 Million
0.48% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
20,807
shares
|
$2.26 Million
0.26% of portfolio
|
Q4 2024
Reduced 28.93%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
20,800
shares
|
$2.26 Million
0.82% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
20,796
shares
|
$2.26 Million
0.23% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
20,779
shares
|
$2.26 Million
1.66% of portfolio
|
Q4 2024
Added 58.57%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
20,777
shares
|
$2.26 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,708
shares
|
$2.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 39.31%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
20,704
shares
|
$2.25 Million
0.46% of portfolio
|
Q4 2024
Reduced 30.5%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
20,700
shares
|
$2.25 Million
0.93% of portfolio
|
Q4 2024
Added 1280.0%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
20,679
shares
|
$2.25 Million
0.7% of portfolio
|
Q1 2023
Reduced 10.66%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
20,618
shares
|
$2.24 Million
0.78% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
20,614
shares
|
$2.24 Million
1.04% of portfolio
|
Q3 2023
Reduced 31.44%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
20,601
shares
|
$2.24 Million
0.65% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
20,595
shares
|
$2.24 Million
0.15% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
20,554
shares
|
$2.23 Million
0.44% of portfolio
|
Q3 2022
Reduced 6.76%
|