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 3,442 institutions that hold shares in the stock, with a total of 1.19 Billion shares, which have been reported (via 13F filing form) to have a value of $129 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
26,006
shares
|
$2.84 Million
0.03% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
26,000
shares
|
$2.83 Million
0.14% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
25,999
shares
|
$2.83 Million
0.12% of portfolio
|
Q4 2024
Added 30487.06%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
25,994
shares
|
$2.83 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 14, 2024 Q3 2024 |
25,972
shares
|
$2.83 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
25,865
shares
|
$2.82 Million
0.06% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
25,777
shares
|
$2.81 Million
0.64% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
25,707
shares
|
$2.8 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
25,673
shares
|
$2.8 Million
0.79% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
25,638
shares
|
$2.8 Million
0.34% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
25,581
shares
|
$2.79 Million
0.17% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
25,556
shares
|
$2.79 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
25,536
shares
|
$2.78 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
25,528
shares
|
$2.78 Million
1.01% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
25,521
shares
|
$2.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
25,339
shares
|
$2.76 Million
1.27% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
25,262
shares
|
$2.75 Million
0.21% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Citadel Investment Advisory, Inc.
|
Jan 24, 2025 Q4 2024 |
25,232
shares
|
$2.75 Million
1.46% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
25,198
shares
|
$2.75 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
25,163
shares
|
$2.74 Million
0.88% of portfolio
|
Q4 2023
Added 5.97%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
25,148
shares
|
$2.74 Million
0.12% of portfolio
|
Q1 2024
Reduced 7.02%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
25,038
shares
|
$2.73 Million
0.72% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
25,016
shares
|
$2.73 Million
0.32% of portfolio
|
Q3 2024
Reduced 20.67%
|
|
|
Eulav Asset Management
|
Jan 28, 2025 Q4 2024 |
25,000
shares
|
$2.73 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
24,970
shares
|
$2.72 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.96%
|