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 |
|---|---|---|---|---|---|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
13,510
shares
|
$1.53 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Jan 27, 2025 Q4 2024 |
13,509
shares
|
$1.53 Million
0.2% of portfolio
|
Q4 2024
Reduced 26.46%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
13,481
shares
|
$1.52 Million
0.44% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
13,463
shares
|
$1.52 Million
0.26% of portfolio
|
Q3 2024
Reduced 12.21%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
13,460
shares
|
$1.52 Million
0.66% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
13,454
shares
|
$1.52 Million
0.69% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
13,452
shares
|
$1.52 Million
1.0% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
13,363
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2024
Added 44.87%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
13,360
shares
|
$1.51 Million
1.56% of portfolio
|
Q3 2022
Added 85.94%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
13,333
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
13,315
shares
|
$1.51 Million
0.21% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
13,304
shares
|
$1.5 Million
0.46% of portfolio
|
Q3 2024
Reduced 11.92%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
13,283
shares
|
$1.5 Million
0.14% of portfolio
|
Q3 2024
Reduced 73.73%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
13,270
shares
|
$1.5 Million
0.09% of portfolio
|
Q3 2024
Reduced 37.07%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
13,207
shares
|
$1.49 Million
0.42% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Trellus Management Company, LLC
|
Oct 24, 2023 Q3 2023 |
13,200
shares
|
$1.49 Million
1.53% of portfolio
|
Q3 2020
Reduced 12.0%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
13,168
shares
|
$1.49 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
13,163
shares
|
$1.49 Million
0.1% of portfolio
|
Q3 2024
Reduced 93.18%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
13,081
shares
|
$1.48 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
13,065
shares
|
$1.48 Million
0.29% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
13,050
shares
|
$1.48 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
M&G PLC
London, X0 |
Oct 31, 2024 Q3 2024 |
13,024
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
13,000
shares
|
$1.47 Million
0.87% of portfolio
|
Q4 2023
New holding
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jan 29, 2025 Q4 2024 |
12,950
shares
|
$1.46 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
12,915
shares
|
$1.46 Million
0.05% of portfolio
|
Q3 2024
Added 2.6%
|