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 |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2024 Q2 2024 |
129,708
shares
|
$12.8 Million
0.65% of portfolio
|
Q2 2024
Reduced 3.1%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 13, 2024 Q2 2024 |
129,687
shares
|
$12.8 Million
0.03% of portfolio
|
Q2 2024
Added 4.66%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
129,562
shares
|
$12.8 Million
0.09% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
129,495
shares
|
$12.8 Million
0.71% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Gam Holding Ag
|
Oct 22, 2024 Q3 2024 |
129,278
shares
|
$12.8 Million
1.09% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2024 Q2 2024 |
129,196
shares
|
$12.8 Million
1.58% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Jul 29, 2024 Q2 2024 |
128,298
shares
|
$12.7 Million
0.14% of portfolio
|
Q2 2024
Reduced 36.8%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 30, 2024 Q2 2024 |
128,085
shares
|
$12.7 Million
0.85% of portfolio
|
Q2 2024
Reduced 5.92%
|
|
|
Laurion Capital Management LP
New York, NY |
Aug 14, 2024 Q2 2024 |
127,850
shares
|
$12.7 Million
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
127,544
shares
|
$12.6 Million
0.2% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Aug 14, 2024 Q2 2024 |
127,483
shares
|
$12.6 Million
0.78% of portfolio
|
Q2 2024
Added 1.23%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
127,232
shares
|
$12.6 Million
1.19% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
126,590
shares
|
$12.5 Million
1.07% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 15, 2024 Q2 2024 |
126,583
shares
|
$12.5 Million
0.57% of portfolio
|
Q2 2024
Added 2.5%
|
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
126,383
shares
|
$12.5 Million
0.3% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
126,344
shares
|
$12.5 Million
0.36% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Lathrop Investment Management Corp
|
Jul 18, 2024 Q2 2024 |
125,943
shares
|
$12.5 Million
2.45% of portfolio
|
Q2 2024
Added 1.67%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
125,652
shares
|
$12.4 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
124,845
shares
|
$12.4 Million
0.99% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
123,841
shares
|
$12.3 Million
0.42% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
122,704
shares
|
$12.2 Million
0.83% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
119,907
shares
|
$11.9 Million
0.05% of portfolio
|
Q3 2022
Added 3.14%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
119,074
shares
|
$11.8 Million
0.17% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
118,353
shares
|
$11.7 Million
0.78% of portfolio
|
Q4 2022
Reduced 1.57%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
117,627
shares
|
$11.6 Million
0.08% of portfolio
|
Q2 2024
Added 11.37%
|