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 3,559 institutions that hold shares in the stock, with a total of 1.28 Billion shares, which have been reported (via 13F filing form) to have a value of $157 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
164,639
shares
|
$20.1 Million
0.06% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
163,645
shares
|
$20 Million
3.01% of portfolio
|
Q1 2024
Added 0.42%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
163,064
shares
|
$19.9 Million
0.17% of portfolio
|
Q1 2025
Added 11.8%
|
|
|
Windward Capital Management CO
|
May 13, 2025 Q1 2025 |
163,046
shares
|
$19.9 Million
1.52% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
161,717
shares
|
$19.8 Million
0.15% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
161,537
shares
|
$19.7 Million
0.71% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
161,327
shares
|
$19.7 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
159,915
shares
|
$19.5 Million
0.24% of portfolio
|
Q1 2025
Reduced 51.81%
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
157,991
shares
|
$19.3 Million
0.75% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
157,918
shares
|
$19.3 Million
0.58% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
155,875
shares
|
$19 Million
0.04% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
155,264
shares
|
$19 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Clifford Capital Partners LLC
Alpine, UT |
May 14, 2025 Q1 2025 |
153,535
shares
|
$18.8 Million
3.56% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
151,380
shares
|
$18.5 Million
0.43% of portfolio
|
Q3 2022
Added 11.58%
|
|
|
Maestria Partners LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
151,000
shares
|
$18.5 Million
6.3% of portfolio
|
Q4 2024
New holding
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
150,489
shares
|
$18.4 Million
1.58% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
149,563
shares
|
$18.3 Million
0.36% of portfolio
|
Q1 2025
Added 180.56%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
148,231
shares
|
$18.1 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
146,993
shares
|
$18 Million
0.98% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
146,657
shares
|
$17.9 Million
1.33% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
146,373
shares
|
$17.9 Million
0.14% of portfolio
|
Q3 2024
Added 23.82%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
146,189
shares
|
$17.9 Million
0.08% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Mass Ave Global Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
145,871
shares
|
$17.8 Million
3.82% of portfolio
|
Q4 2022
New holding
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
144,749
shares
|
$17.7 Million
0.36% of portfolio
|
Q1 2025
Reduced 15.67%
|
|
|
Rbo & CO LLC
St Helena, CA |
May 14, 2025 Q1 2025 |
144,734
shares
|
$17.7 Million
2.62% of portfolio
|
Q1 2025
Reduced 3.15%
|