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 3,308 institutions that hold shares in the stock, with a total of 1.21 Billion shares, which have been reported (via 13F filing form) to have a value of $120 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gateway Investment Advisers LLC
|
Oct 10, 2024 Q3 2024 |
461,984
shares
|
$45.7 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
454,804
shares
|
$45 Million
0.49% of portfolio
|
Q2 2024
Added 4.67%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
447,961
shares
|
$44.4 Million
0.19% of portfolio
|
Q3 2024
Reduced 16.98%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
447,697
shares
|
$44.3 Million
2.21% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
439,274
shares
|
$43.5 Million
1.8% of portfolio
|
Q3 2024
Added 12.32%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
438,513
shares
|
$43.4 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 17, 2024 Q3 2024 |
433,065
shares
|
$42.9 Million
0.46% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 07, 2024 Q3 2024 |
433,059
shares
|
$42.9 Million
0.13% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Candriam S.C.A.
|
Aug 05, 2024 Q2 2024 |
425,541
shares
|
$42.1 Million
0.26% of portfolio
|
Q2 2024
Reduced 11.2%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
425,317
shares
|
$42.1 Million
0.32% of portfolio
|
Q2 2024
Reduced 24.8%
|
|
|
Arga Investment Management, LP
|
Jul 31, 2024 Q2 2024 |
423,977
shares
|
$42 Million
1.48% of portfolio
|
Q1 2024
Added 119.73%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
418,386
shares
|
$41.4 Million
0.23% of portfolio
|
Q2 2024
Added 32.96%
|
|
|
Flossbach Von Storch Ag
Cologne, 2M |
Nov 08, 2024 Q3 2024 |
409,380
shares
|
$40.5 Million
0.16% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
405,974
shares
|
$40.2 Million
0.11% of portfolio
|
Q3 2024
Reduced 14.07%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 14, 2024 Q2 2024 |
405,494
shares
|
$40.2 Million
0.06% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
|
Retirement Systems Of Alabama
|
Jul 24, 2024 Q2 2024 |
402,144
shares
|
$39.8 Million
0.16% of portfolio
|
Q2 2024
Reduced 59.11%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
398,223
shares
|
$39.4 Million
0.34% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
397,663
shares
|
$39.4 Million
1.27% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
396,980
shares
|
$39.3 Million
0.42% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
395,159
shares
|
$39.1 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 07, 2024 Q3 2024 |
394,800
shares
|
$39.1 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 09, 2024 Q2 2024 |
389,646
shares
|
$38.6 Million
0.68% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
379,504
shares
|
$37.6 Million
1.15% of portfolio
|
Q1 2024
Added 7.07%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
377,855
shares
|
$37.4 Million
0.84% of portfolio
|
Q4 2022
Added 0.44%
|
|
|
Spears Abacus Advisors LLC
|
Aug 12, 2024 Q2 2024 |
377,576
shares
|
$37.4 Million
0.81% of portfolio
|
Q2 2024
Added 0.3%
|