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 |
|---|---|---|---|---|---|
|
Townsend & Associates, Inc
|
Apr 25, 2025 Q1 2025 |
143,798
shares
|
$17.6 Million
1.48% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
143,171
shares
|
$17.5 Million
1.39% of portfolio
|
Q3 2023
Added 2.9%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
141,591
shares
|
$17.3 Million
0.35% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
140,247
shares
|
$17.1 Million
0.39% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
140,085
shares
|
$17.1 Million
1.16% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
140,069
shares
|
$17.1 Million
0.14% of portfolio
|
Q1 2025
Added 21.57%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
May 15, 2025 Q1 2025 |
139,801
shares
|
$17.1 Million
2.23% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Apr 14, 2025 Q1 2025 |
139,500
shares
|
$17 Million
2.53% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
139,254
shares
|
$17 Million
0.16% of portfolio
|
Q1 2025
Added 37.09%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
138,909
shares
|
$17 Million
0.21% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
137,995
shares
|
$16.9 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
137,903
shares
|
$16.9 Million
0.08% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
136,966
shares
|
$16.7 Million
2.02% of portfolio
|
Q3 2022
Reduced 5.78%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
136,474
shares
|
$16.7 Million
0.56% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
135,812
shares
|
$16.6 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Grace & Mercy Foundation, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
135,800
shares
|
$16.6 Million
3.34% of portfolio
|
Q1 2025
Reduced 52.3%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
134,129
shares
|
$16.4 Million
0.94% of portfolio
|
Q1 2025
Added 18.08%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
May 12, 2025 Q1 2025 |
132,782
shares
|
$16.2 Million
1.3% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
132,570
shares
|
$16.2 Million
0.08% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
131,067
shares
|
$16 Million
0.07% of portfolio
|
Q1 2025
Reduced 31.9%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
130,606
shares
|
$16 Million
0.15% of portfolio
|
Q3 2024
Reduced 56.45%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
130,456
shares
|
$15.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.17%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
130,316
shares
|
$15.9 Million
0.62% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
130,148
shares
|
$15.9 Million
2.55% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
129,318
shares
|
$15.8 Million
1.08% of portfolio
|
Q1 2025
Added 0.13%
|