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 3,581 institutions that hold shares in the stock, with a total of 1.23 Billion shares, which have been reported (via 13F filing form) to have a value of $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolf Group Capital Advisors
|
Feb 18, 2025 Q4 2024 |
8,563
shares
|
$952,205
0.41% of portfolio
|
Q3 2024
Reduced 15.39%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Feb 12, 2025 Q4 2024 |
8,557
shares
|
$951,538
0.36% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
8,555
shares
|
$951,316
0.45% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
8,551
shares
|
$950,871
0.06% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
8,538
shares
|
$949,425
0.47% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
8,526
shares
|
$948,091
0.28% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
8,523
shares
|
$947,757
0.43% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Feb 12, 2025 Q4 2024 |
8,492
shares
|
$944,310
0.73% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
8,483
shares
|
$943,309
0.18% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
8,473
shares
|
$942,197
0.48% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
8,436
shares
|
$938,083
0.11% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
8,434
shares
|
$937,860
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
8,428
shares
|
$937,193
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Cheviot Value Management, LLC
|
Feb 14, 2025 Q4 2024 |
8,427
shares
|
$937,082
0.19% of portfolio
|
Q4 2024
Reduced 16.27%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
8,374
shares
|
$931,188
0.07% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
8,339
shares
|
$927,296
0.04% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
8,335
shares
|
$926,852
0.64% of portfolio
|
Q3 2024
Reduced 20.2%
|
|
|
Reik & Co., LLC
|
Jan 29, 2025 Q4 2024 |
8,318
shares
|
$924,961
0.23% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
8,313
shares
|
$924,405
0.3% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
8,308
shares
|
$923,849
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
8,299
shares
|
$922,848
0.03% of portfolio
|
Q4 2024
Added 13.24%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
8,286
shares
|
$921,403
0.65% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,247
shares
|
$917,066
0.15% of portfolio
|
Q4 2022
Added 13.11%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,247
shares
|
$917,066
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
8,215
shares
|
$913,508
0.2% of portfolio
|
Q4 2024
New holding
|