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 |
|---|---|---|---|---|---|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,513
shares
|
$835,445
0.1% of portfolio
|
Q2 2024
Added 32.04%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
7,512
shares
|
$835,334
0.04% of portfolio
|
Q4 2024
Added 14.16%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
7,504
shares
|
$834,444
0.06% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jan 28, 2025 Q4 2024 |
7,489
shares
|
$832,776
0.02% of portfolio
|
Q4 2024
Added 14.27%
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
7,488
shares
|
$832,665
0.09% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
7,482
shares
|
$831,998
0.04% of portfolio
|
Q4 2024
Reduced 41.62%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
7,475
shares
|
$831,220
0.07% of portfolio
|
Q4 2024
Added 16.27%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,471
shares
|
$830,775
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
7,470
shares
|
$830,664
0.49% of portfolio
|
Q3 2023
Reduced 29.05%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
7,458
shares
|
$829,329
0.07% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
7,454
shares
|
$828,884
0.23% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
7,436
shares
|
$826,883
0.06% of portfolio
|
Q3 2024
Reduced 20.44%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
7,429
shares
|
$826,104
0.29% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
7,409
shares
|
$823,880
0.49% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
7,407
shares
|
$823,658
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Saybrook Capital
|
Feb 07, 2025 Q4 2024 |
7,400
shares
|
$822,880
0.23% of portfolio
|
Q1 2023
Reduced 1.41%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
7,398
shares
|
$822,657
0.08% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
7,397
shares
|
$822,546
0.09% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
7,396
shares
|
$822,435
0.15% of portfolio
|
Q1 2024
Added 85.46%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
7,385
shares
|
$821,212
0.15% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
7,372
shares
|
$819,766
0.23% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
7,368
shares
|
$819,321
0.11% of portfolio
|
Q4 2024
Reduced 36.86%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
7,365
shares
|
$818,988
0.4% of portfolio
|
Q3 2023
Reduced 2.39%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
7,360
shares
|
$818,432
0.06% of portfolio
|
Q4 2024
Reduced 11.08%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
7,356
shares
|
$817,987
0.09% of portfolio
|
Q4 2024
Added 3.01%
|