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 3,343 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 $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,491
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 85.11%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
19,464
shares
|
$2.2 Million
0.23% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
19,458
shares
|
$2.2 Million
0.65% of portfolio
|
Q2 2022
Reduced 2.04%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
19,450
shares
|
$2.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
19,447
shares
|
$2.2 Million
0.28% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
19,440
shares
|
$2.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 9.12%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
19,436
shares
|
$2.2 Million
0.18% of portfolio
|
Q3 2024
Reduced 18.48%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 23, 2024 Q3 2024 |
19,379
shares
|
$2.19 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
19,256
shares
|
$2.18 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Asset Advisors Investment Management, LLC
|
Nov 26, 2024 Q3 2024 |
19,235
shares
|
$2.17 Million
0.19% of portfolio
|
Q3 2024
Reduced 46.69%
|
|
|
Mount Capital LTD
|
Nov 13, 2024 Q3 2024 |
19,200
shares
|
$2.17 Million
0.65% of portfolio
|
Q4 2021
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
19,181
shares
|
$2.17 Million
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
19,139
shares
|
$2.16 Million
0.47% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
19,048
shares
|
$2.15 Million
0.06% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
19,000
shares
|
$2.15 Million
0.94% of portfolio
|
Q4 2024
Added 58.33%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
18,952
shares
|
$2.14 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
18,888
shares
|
$2.14 Million
0.39% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
18,869
shares
|
$2.13 Million
0.09% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
18,831
shares
|
$2.13 Million
0.61% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jan 14, 2025 Q4 2024 |
18,814
shares
|
$2.13 Million
1.51% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
18,780
shares
|
$2.12 Million
0.6% of portfolio
|
Q4 2024
Added 12.75%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
18,777
shares
|
$2.12 Million
0.55% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
18,757
shares
|
$2.12 Million
1.46% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
18,715
shares
|
$2.12 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 13, 2024 Q3 2024 |
18,711
shares
|
$2.12 Million
1.21% of portfolio
|
Q1 2024
New holding
|