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 |
|---|---|---|---|---|---|
|
Cohen Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
20,544
shares
|
$2.23 Million
1.38% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
20,380
shares
|
$2.21 Million
0.28% of portfolio
|
Q4 2024
Added 196.18%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
20,345
shares
|
$2.21 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
20,308
shares
|
$2.21 Million
0.47% of portfolio
|
Q4 2022
Added 1.1%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
20,295
shares
|
$2.21 Million
1.27% of portfolio
|
Q1 2024
Added 80.64%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
20,286
shares
|
$2.2 Million
0.09% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
20,246
shares
|
$2.2 Million
0.42% of portfolio
|
Q4 2024
Added 628.27%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
20,230
shares
|
$2.2 Million
0.25% of portfolio
|
Q4 2024
Added 24.16%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
20,206
shares
|
$2.2 Million
0.9% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Feb 03, 2025 Q4 2024 |
20,165
shares
|
$2.19 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
20,086
shares
|
$2.18 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
20,069
shares
|
$2.18 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
20,055
shares
|
$2.18 Million
0.88% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
|
Pinnacle Investment Management LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
20,000
shares
|
$2.17 Million
1.63% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
19,984
shares
|
$2.17 Million
0.77% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
19,901
shares
|
$2.16 Million
0.57% of portfolio
|
Q4 2024
Added 15.42%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,893
shares
|
$2.16 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
19,791
shares
|
$2.15 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
19,694
shares
|
$2.14 Million
0.28% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
19,687
shares
|
$2.14 Million
0.33% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
19,685
shares
|
$2.14 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
19,654
shares
|
$2.14 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
19,617
shares
|
$2.13 Million
0.35% of portfolio
|
Q4 2024
Added 798.21%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
19,589
shares
|
$2.13 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
19,578
shares
|
$2.13 Million
0.34% of portfolio
|
Q4 2024
Added 8.33%
|