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 |
|---|---|---|---|---|---|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
15,001
shares
|
$1.67 Million
0.17% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
15,000
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2024
Added 49.21%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
14,997
shares
|
$1.67 Million
0.53% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
14,964
shares
|
$1.66 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Skylands Capital, LLC
|
Feb 04, 2025 Q4 2024 |
14,925
shares
|
$1.66 Million
0.25% of portfolio
|
Q4 2024
Reduced 75.47%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
14,888
shares
|
$1.66 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
14,858
shares
|
$1.65 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
14,842
shares
|
$1.65 Million
1.07% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
14,832
shares
|
$1.65 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
14,824
shares
|
$1.65 Million
0.24% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
14,804
shares
|
$1.65 Million
0.66% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
14,740
shares
|
$1.64 Million
0.11% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
14,722
shares
|
$1.64 Million
0.13% of portfolio
|
Q4 2024
Reduced 14.58%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
14,712
shares
|
$1.64 Million
0.11% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
14,707
shares
|
$1.64 Million
0.55% of portfolio
|
Q4 2024
Reduced 12.18%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
14,656
shares
|
$1.63 Million
0.77% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Auxier Asset Management
Aurora, OR |
Feb 19, 2025 Q4 2024 |
14,617
shares
|
$1.63 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
14,611
shares
|
$1.62 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Diamant Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
14,582
shares
|
$1.62 Million
1.04% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
14,559
shares
|
$1.62 Million
0.78% of portfolio
|
Q1 2024
Added 16.01%
|
|
|
Pingora Partners LLC
Wilson, WY |
Feb 14, 2025 Q4 2024 |
14,556
shares
|
$1.62 Million
1.06% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
14,539
shares
|
$1.62 Million
0.15% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
14,508
shares
|
$1.61 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
14,506
shares
|
$1.61 Million
0.43% of portfolio
|
Q1 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
14,501
shares
|
$1.61 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.43%
|