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 3,398 institutions that hold shares in the stock, with a total of 1.18 Billion shares, which have been reported (via 13F filing form) to have a value of $131 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
20,800
shares
|
$2.31 Million
0.82% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
20,796
shares
|
$2.31 Million
0.23% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
20,779
shares
|
$2.3 Million
1.66% of portfolio
|
Q4 2024
Added 58.57%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
20,704
shares
|
$2.3 Million
0.46% of portfolio
|
Q4 2024
Reduced 30.5%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
20,700
shares
|
$2.29 Million
0.93% of portfolio
|
Q4 2024
Added 1280.0%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
20,679
shares
|
$2.29 Million
0.7% of portfolio
|
Q1 2023
Reduced 10.66%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
20,618
shares
|
$2.29 Million
0.78% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
20,614
shares
|
$2.29 Million
0.88% of portfolio
|
Q3 2023
Reduced 31.44%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
20,601
shares
|
$2.28 Million
0.65% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
20,554
shares
|
$2.28 Million
0.44% of portfolio
|
Q3 2022
Reduced 6.76%
|
|
|
Cohen Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
20,544
shares
|
$2.28 Million
1.38% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
20,384
shares
|
$2.26 Million
0.03% of portfolio
|
Q3 2024
Reduced 69.68%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
20,380
shares
|
$2.26 Million
0.28% of portfolio
|
Q4 2024
Added 196.18%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
20,355
shares
|
$2.26 Million
0.13% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
20,345
shares
|
$2.26 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
20,308
shares
|
$2.25 Million
0.47% of portfolio
|
Q4 2022
Added 1.1%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
20,295
shares
|
$2.25 Million
1.27% of portfolio
|
Q1 2024
Added 80.64%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
20,286
shares
|
$2.25 Million
0.09% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
20,246
shares
|
$2.24 Million
0.42% of portfolio
|
Q4 2024
Added 628.27%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
20,206
shares
|
$2.24 Million
0.9% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
20,199
shares
|
$2.24 Million
0.6% of portfolio
|
Q3 2024
Reduced 20.36%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Feb 03, 2025 Q4 2024 |
20,165
shares
|
$2.24 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
20,086
shares
|
$2.23 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
20,055
shares
|
$2.22 Million
0.88% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
20,021
shares
|
$2.22 Million
0.15% of portfolio
|
Q3 2024
Added 163.23%
|