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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
107,283
shares
|
$10.6 Million
0.08% of portfolio
|
Q2 2024
Added 6.65%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 09, 2024 Q3 2024 |
106,916
shares
|
$10.6 Million
1.13% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2024 Q2 2024 |
106,874
shares
|
$10.6 Million
0.44% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Iyo Bank, Ltd.
|
Nov 04, 2024 Q3 2024 |
106,748
shares
|
$10.6 Million
3.64% of portfolio
|
Q2 2024
Added 14.35%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 08, 2024 Q2 2024 |
106,654
shares
|
$10.6 Million
1.15% of portfolio
|
Q2 2024
Reduced 1.47%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
106,059
shares
|
$10.5 Million
0.12% of portfolio
|
Q2 2024
Reduced 67.29%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
105,663
shares
|
$10.5 Million
0.13% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
105,639
shares
|
$10.5 Million
0.32% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
105,064
shares
|
$10.4 Million
1.95% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Securian Asset Management, Inc
|
Jul 15, 2024 Q2 2024 |
104,826
shares
|
$10.4 Million
0.31% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
104,499
shares
|
$10.3 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
104,036
shares
|
$10.3 Million
0.11% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Aug 14, 2024 Q2 2024 |
103,571
shares
|
$10.3 Million
0.45% of portfolio
|
Q2 2024
Added 1.09%
|
|
|
Wealthfront Advisers LLC
|
Aug 14, 2024 Q2 2024 |
103,183
shares
|
$10.2 Million
0.03% of portfolio
|
Q2 2024
Added 2.19%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 07, 2024 Q2 2024 |
102,705
shares
|
$10.2 Million
1.11% of portfolio
|
Q2 2024
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
102,629
shares
|
$10.2 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
102,146
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2024
Added 9500.19%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
102,129
shares
|
$10.1 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
102,100
shares
|
$10.1 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
101,963
shares
|
$10.1 Million
0.09% of portfolio
|
Q3 2022
Reduced 19.83%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Aug 13, 2024 Q2 2024 |
101,500
shares
|
$10.1 Million
0.63% of portfolio
|
Q3 2023
Reduced 35.06%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
101,398
shares
|
$10 Million
0.26% of portfolio
|
Q2 2024
Reduced 3.27%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
101,322
shares
|
$10 Million
0.37% of portfolio
|
Q3 2024
Reduced 12.53%
|
|
|
Lawson Kroeker Investment Management Inc
|
Oct 15, 2024 Q3 2024 |
101,043
shares
|
$10 Million
1.88% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
100,988
shares
|
$10 Million
1.18% of portfolio
|
Q3 2024
Added 5.53%
|