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 |
|---|---|---|---|---|---|
|
Campbell Newman Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
15,565
shares
|
$1.73 Million
0.15% of portfolio
|
Q4 2023
Reduced 11.39%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Feb 10, 2025 Q4 2024 |
15,533
shares
|
$1.73 Million
0.78% of portfolio
|
Q4 2024
Reduced 27.96%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
15,502
shares
|
$1.72 Million
0.25% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Feb 13, 2025 Q4 2024 |
15,500
shares
|
$1.72 Million
0.13% of portfolio
|
Q4 2024
Added 121.43%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
15,498
shares
|
$1.72 Million
0.06% of portfolio
|
Q4 2024
Added 23.11%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Feb 14, 2025 Q4 2024 |
15,409
shares
|
$1.71 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
15,406
shares
|
$1.71 Million
0.16% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
15,367
shares
|
$1.71 Million
0.21% of portfolio
|
Q4 2024
Added 100.77%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
15,353
shares
|
$1.71 Million
0.15% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
15,332
shares
|
$1.7 Million
0.05% of portfolio
|
Q3 2023
Added 32.38%
|
|
|
Selway Asset Management
Boise, ID |
Feb 13, 2025 Q4 2024 |
15,327
shares
|
$1.7 Million
0.68% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
15,306
shares
|
$1.7 Million
0.58% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
15,288
shares
|
$1.7 Million
0.09% of portfolio
|
Q4 2022
Reduced 94.86%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Feb 14, 2025 Q4 2024 |
15,255
shares
|
$1.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
15,241
shares
|
$1.69 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
15,236
shares
|
$1.69 Million
0.09% of portfolio
|
Q4 2024
Added 29.86%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Feb 11, 2025 Q4 2024 |
15,209
shares
|
$1.69 Million
1.32% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
15,181
shares
|
$1.69 Million
0.39% of portfolio
|
Q3 2022
Added 135.66%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
15,181
shares
|
$1.69 Million
0.01% of portfolio
|
Q4 2024
Reduced 93.77%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
15,168
shares
|
$1.69 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
15,160
shares
|
$1.69 Million
0.11% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
15,057
shares
|
$1.67 Million
0.13% of portfolio
|
Q4 2024
Reduced 27.38%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
15,046
shares
|
$1.67 Million
0.35% of portfolio
|
Q4 2024
Reduced 12.37%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
15,027
shares
|
$1.67 Million
0.15% of portfolio
|
Q4 2023
Reduced 43.42%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
15,024
shares
|
$1.67 Million
2.07% of portfolio
|
Q3 2022
Reduced 6.1%
|