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 |
---|---|---|---|---|---|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
84,049
shares
|
$10.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 18.75%
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
83,939
shares
|
$10.3 Million
1.65% of portfolio
|
Q1 2025
Added 6.18%
|
|
Triavera Capital LLC
Larkspur, CA |
May 15, 2025 Q1 2025 |
83,605
shares
|
$10.2 Million
4.73% of portfolio
|
Q1 2025
Added 15.73%
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
83,536
shares
|
$10.2 Million
0.74% of portfolio
|
Q1 2025
Added 1.87%
|
|
Round Hill Asset Management
Pasadena, CA |
May 13, 2025 Q1 2025 |
83,411
shares
|
$10.2 Million
6.12% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
83,110
shares
|
$10.2 Million
0.45% of portfolio
|
Q1 2025
Added 0.22%
|
|
Drh Investments, Inc.
Los Angeles, CA |
May 15, 2025 Q1 2025 |
82,687
shares
|
$10.1 Million
9.55% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
82,674
shares
|
$10.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 83.17%
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
82,633
shares
|
$10.1 Million
0.25% of portfolio
|
Q1 2025
Added 3538.62%
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
82,152
shares
|
$10 Million
0.14% of portfolio
|
Q1 2025
Reduced 18.14%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
81,997
shares
|
$10 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
Moore Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
81,993
shares
|
$10 Million
0.2% of portfolio
|
Q1 2025
Added 50.28%
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
81,934
shares
|
$10 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
May 14, 2025 Q1 2025 |
81,264
shares
|
$9.93 Million
0.09% of portfolio
|
Q1 2025
Reduced 42.12%
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
81,222
shares
|
$9.93 Million
0.13% of portfolio
|
Q3 2024
Added 8.52%
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
80,720
shares
|
$9.86 Million
0.51% of portfolio
|
Q1 2025
Added 1029.74%
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
80,416
shares
|
$9.83 Million
0.97% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
80,082
shares
|
$9.79 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
80,062
shares
|
$9.78 Million
0.72% of portfolio
|
Q3 2022
Added 6.38%
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
79,933
shares
|
$9.77 Million
0.81% of portfolio
|
Q3 2022
Reduced 0.35%
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
79,824
shares
|
$9.76 Million
0.56% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
79,513
shares
|
$9.72 Million
0.09% of portfolio
|
Q1 2025
Reduced 42.58%
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
79,447
shares
|
$9.71 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
Founders Capital Management, LLC
|
Jul 14, 2025 Q2 2025 |
79,401
shares
|
$9.7 Million
1.69% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
79,319
shares
|
$9.69 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.44%
|