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 |
|---|---|---|---|---|---|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
252,446
shares
|
$25 Million
0.48% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
250,976
shares
|
$24.9 Million
0.13% of portfolio
|
Q2 2023
Reduced 31.33%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
Nov 04, 2024 Q3 2024 |
250,968
shares
|
$24.9 Million
0.1% of portfolio
|
Q2 2024
Reduced 4.23%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
250,326
shares
|
$24.8 Million
0.15% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Aug 14, 2024 Q2 2024 |
250,000
shares
|
$24.8 Million
2.48% of portfolio
|
Q1 2024
Reduced 20.63%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
248,992
shares
|
$24.7 Million
0.34% of portfolio
|
Q3 2024
Reduced 17.87%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
247,956
shares
|
$24.6 Million
0.33% of portfolio
|
Q2 2024
Added 94.01%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
245,534
shares
|
$24.3 Million
0.76% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2024 Q3 2024 |
244,689
shares
|
$24.2 Million
1.59% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
244,516
shares
|
$24.2 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
243,890
shares
|
$24.1 Million
0.05% of portfolio
|
Q2 2024
Added 15.27%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
243,684
shares
|
$24.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 72.34%
|
|
|
Mark Asset Management LP
New York, NY |
Aug 14, 2024 Q2 2024 |
243,642
shares
|
$24.1 Million
2.55% of portfolio
|
Q2 2024
Added 9.48%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
243,299
shares
|
$24.1 Million
0.46% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Sprucegrove Investment Management LTD
Toronto, A6 |
Oct 24, 2024 Q3 2024 |
242,189
shares
|
$24 Million
1.58% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
241,951
shares
|
$24 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
240,581
shares
|
$23.8 Million
0.49% of portfolio
|
Q2 2024
Added 305.11%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
240,003
shares
|
$23.8 Million
0.32% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
238,974
shares
|
$23.7 Million
0.43% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
238,960
shares
|
$23.7 Million
0.26% of portfolio
|
Q2 2024
Added 14.8%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 12, 2024 Q2 2024 |
238,020
shares
|
$23.6 Million
1.26% of portfolio
|
Q2 2024
Added 3.09%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Aug 14, 2024 Q2 2024 |
236,585
shares
|
$23.4 Million
0.21% of portfolio
|
Q2 2024
Reduced 54.78%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Jul 30, 2024 Q2 2024 |
236,362
shares
|
$23.4 Million
1.55% of portfolio
|
Q2 2024
Added 1.01%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
234,606
shares
|
$23.2 Million
0.74% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
234,341
shares
|
$23.2 Million
1.43% of portfolio
|
Q3 2024
Added 1.79%
|