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 |
|---|---|---|---|---|---|
|
Katamaran Capital LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
19,575
shares
|
$2.13 Million
2.77% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
19,565
shares
|
$2.13 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
19,523
shares
|
$2.12 Million
0.5% of portfolio
|
Q3 2022
Added 1.37%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
19,458
shares
|
$2.11 Million
0.65% of portfolio
|
Q2 2022
Reduced 2.04%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
19,450
shares
|
$2.11 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
19,447
shares
|
$2.11 Million
0.28% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
19,440
shares
|
$2.11 Million
0.11% of portfolio
|
Q4 2024
Reduced 9.12%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
19,427
shares
|
$2.11 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
19,321
shares
|
$2.1 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
19,203
shares
|
$2.09 Million
0.67% of portfolio
|
Q4 2024
Reduced 51.92%
|
|
|
Mount Capital LTD
|
Feb 13, 2025 Q4 2024 |
19,200
shares
|
$2.09 Million
0.76% of portfolio
|
Q4 2021
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
19,181
shares
|
$2.08 Million
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
Feb 13, 2025 Q4 2024 |
19,159
shares
|
$2.08 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cito Capital Group, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
19,140
shares
|
$2.08 Million
0.79% of portfolio
|
Q4 2024
Reduced 20.71%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
19,048
shares
|
$2.07 Million
0.06% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
Feb 11, 2025 Q4 2024 |
19,036
shares
|
$2.07 Million
2.73% of portfolio
|
Q4 2024
Reduced 73.05%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
19,002
shares
|
$2.06 Million
0.18% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
19,001
shares
|
$2.06 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
19,000
shares
|
$2.06 Million
0.94% of portfolio
|
Q4 2024
Added 58.33%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
18,929
shares
|
$2.06 Million
0.29% of portfolio
|
Q4 2024
Reduced 24.33%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
18,831
shares
|
$2.05 Million
0.61% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jan 14, 2025 Q4 2024 |
18,814
shares
|
$2.04 Million
1.51% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
18,780
shares
|
$2.04 Million
0.6% of portfolio
|
Q4 2024
Added 12.75%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
18,775
shares
|
$2.04 Million
0.12% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
18,757
shares
|
$2.04 Million
1.46% of portfolio
|
Q4 2024
Added 8.64%
|