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 |
|---|---|---|---|---|---|
|
Widmann Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
9,705
shares
|
$1.08 Million
0.84% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
9,705
shares
|
$1.08 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Feb 13, 2025 Q4 2024 |
9,700
shares
|
$1.08 Million
0.25% of portfolio
|
Q1 2023
New holding
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
9,672
shares
|
$1.08 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
9,669
shares
|
$1.08 Million
0.18% of portfolio
|
Q4 2024
Reduced 64.81%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
9,662
shares
|
$1.07 Million
0.23% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,651
shares
|
$1.07 Million
0.12% of portfolio
|
Q2 2023
Reduced 8.53%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
9,637
shares
|
$1.07 Million
0.16% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
9,602
shares
|
$1.07 Million
0.1% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Feb 14, 2025 Q4 2024 |
9,600
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
9,598
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
9,556
shares
|
$1.06 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
9,521
shares
|
$1.06 Million
0.13% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,519
shares
|
$1.06 Million
0.35% of portfolio
|
Q2 2022
Reduced 0.95%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
9,487
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
9,486
shares
|
$1.05 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
9,476
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
9,463
shares
|
$1.05 Million
0.13% of portfolio
|
Q4 2024
Reduced 86.1%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
9,459
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
9,362
shares
|
$1.04 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
9,362
shares
|
$1.04 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
9,333
shares
|
$1.04 Million
0.1% of portfolio
|
Q4 2024
Added 14.35%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
9,325
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
9,322
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
9,298
shares
|
$1.03 Million
0.12% of portfolio
|
Q4 2024
Reduced 9.65%
|