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 3,273 institutions that hold shares in the stock, with a total of 1.19 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 |
|---|---|---|---|---|---|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
1,789
shares
|
$206,540
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,784
shares
|
$205,962
0.06% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,780
shares
|
$205,501
0.03% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
1,775
shares
|
$204,923
0.0% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Nkcfo LLC
|
Oct 17, 2024 Q3 2024 |
1,749
shares
|
$201,922
0.08% of portfolio
|
Q3 2023
Reduced 38.61%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
1,738
shares
|
$200,652
0.03% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
1,723
shares
|
$198,920
0.05% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
1,713
shares
|
$197,765
0.02% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,699
shares
|
$196,149
0.09% of portfolio
|
Q3 2023
Reduced 15.01%
|
|
|
Lipe & Dalton
|
Nov 04, 2024 Q3 2024 |
1,680
shares
|
$193,956
0.08% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
1,667
shares
|
$192,455
0.17% of portfolio
|
Q4 2023
Added 83250.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,659
shares
|
$191,531
0.04% of portfolio
|
Q2 2024
Added 8.57%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
1,645
shares
|
$189,915
0.04% of portfolio
|
Q3 2024
Reduced 22.7%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
1,629
shares
|
$188,068
0.06% of portfolio
|
Q2 2024
Reduced 19.71%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 15, 2024 Q3 2024 |
1,611
shares
|
$185,989
0.1% of portfolio
|
Q2 2024
Reduced 55.39%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,584
shares
|
$182,872
0.03% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
1,575
shares
|
$181,833
0.03% of portfolio
|
Q3 2024
Reduced 41.77%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
1,574
shares
|
$181,718
0.01% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,548
shares
|
$178,716
0.04% of portfolio
|
Q3 2022
Reduced 2.27%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,540
shares
|
$177,793
0.04% of portfolio
|
Q1 2022
Reduced 98.57%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
1,520
shares
|
$175,484
0.06% of portfolio
|
Q3 2024
Reduced 15.23%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
1,511
shares
|
$174,444
0.03% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
1,505
shares
|
$173,752
0.09% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
1,500
shares
|
$173,175
0.05% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
1,473
shares
|
$170,057
0.07% of portfolio
|
Q3 2024
Reduced 23.4%
|