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 3,581 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 $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
16,086
shares
|
$1.79 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
16,071
shares
|
$1.79 Million
0.25% of portfolio
|
Q3 2023
Reduced 18.42%
|
|
|
Riverpark Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,058
shares
|
$1.79 Million
3.14% of portfolio
|
Q4 2024
Reduced 12.13%
|
|
|
Weik Capital Management
Wyomissing, PA |
Feb 12, 2025 Q4 2024 |
15,980
shares
|
$1.78 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Feb 12, 2025 Q4 2024 |
15,970
shares
|
$1.78 Million
0.45% of portfolio
|
Q2 2024
Reduced 60.02%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
15,944
shares
|
$1.77 Million
0.47% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
15,921
shares
|
$1.77 Million
0.04% of portfolio
|
Q4 2024
Added 37.64%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
15,905
shares
|
$1.77 Million
0.06% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
15,865
shares
|
$1.76 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
15,858
shares
|
$1.76 Million
0.12% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
15,786
shares
|
$1.76 Million
0.05% of portfolio
|
Q4 2024
Added 48.13%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Feb 10, 2025 Q4 2024 |
15,786
shares
|
$1.76 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
15,784
shares
|
$1.76 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
15,772
shares
|
$1.75 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Feb 06, 2025 Q4 2024 |
15,769
shares
|
$1.75 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
15,754
shares
|
$1.75 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
15,746
shares
|
$1.75 Million
0.57% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
15,730
shares
|
$1.75 Million
0.96% of portfolio
|
Q1 2024
Reduced 6.09%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
15,718
shares
|
$1.75 Million
0.12% of portfolio
|
Q4 2024
Added 160.23%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
15,708
shares
|
$1.75 Million
0.03% of portfolio
|
Q4 2024
Added 13.97%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
15,705
shares
|
$1.75 Million
1.41% of portfolio
|
Q2 2023
Reduced 38.95%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
15,687
shares
|
$1.74 Million
0.19% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
15,663
shares
|
$1.74 Million
0.42% of portfolio
|
Q4 2024
Reduced 26.69%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
15,629
shares
|
$1.74 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
15,608
shares
|
$1.74 Million
0.98% of portfolio
|
Q3 2024
Reduced 1.25%
|