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 |
|---|---|---|---|---|---|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
13,452
shares
|
$1.5 Million
1.0% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
13,360
shares
|
$1.49 Million
1.56% of portfolio
|
Q3 2022
Added 85.94%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
13,283
shares
|
$1.48 Million
0.14% of portfolio
|
Q3 2024
Reduced 73.73%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
13,207
shares
|
$1.47 Million
0.42% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Trellus Management Company, LLC
|
Oct 24, 2023 Q3 2023 |
13,200
shares
|
$1.47 Million
1.53% of portfolio
|
Q3 2020
Reduced 12.0%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
13,168
shares
|
$1.46 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
13,142
shares
|
$1.46 Million
0.1% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
13,139
shares
|
$1.46 Million
0.33% of portfolio
|
Q4 2024
Reduced 15.01%
|
|
|
Tang Capital Management LLC
San Diego, CA |
Feb 14, 2025 Q4 2024 |
13,095
shares
|
$1.46 Million
0.11% of portfolio
|
Q4 2024
Added 48.23%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
13,052
shares
|
$1.45 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
13,050
shares
|
$1.45 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Feb 05, 2025 Q4 2024 |
13,041
shares
|
$1.45 Million
0.84% of portfolio
|
Q3 2024
Added 11.6%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
13,036
shares
|
$1.45 Million
0.28% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
M&G PLC
London, X0 |
Feb 11, 2025 Q4 2024 |
13,024
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
13,013
shares
|
$1.45 Million
0.55% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Hohimer Wealth Management, LLC
|
Feb 14, 2025 Q4 2024 |
13,011
shares
|
$1.45 Million
0.29% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
13,000
shares
|
$1.45 Million
0.87% of portfolio
|
Q4 2023
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,999
shares
|
$1.45 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jan 29, 2025 Q4 2024 |
12,950
shares
|
$1.44 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
12,891
shares
|
$1.43 Million
0.48% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
12,868
shares
|
$1.43 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Mill Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
12,864
shares
|
$1.43 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
12,855
shares
|
$1.43 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Qtron Investments LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
12,854
shares
|
$1.43 Million
0.21% of portfolio
|
Q3 2024
Reduced 22.21%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Feb 13, 2025 Q4 2024 |
12,835
shares
|
$1.43 Million
0.28% of portfolio
|
Q4 2024
Added 16.91%
|