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 3,343 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 $113 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
71,547
shares
|
$6.69 Million
0.03% of portfolio
|
Q2 2024
Reduced 5.62%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
71,482
shares
|
$6.68 Million
0.12% of portfolio
|
Q4 2022
Reduced 15.0%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
71,186
shares
|
$6.65 Million
0.15% of portfolio
|
Q2 2024
Added 15.31%
|
|
Marshall Wace, LLP
London, X0 |
Aug 14, 2024 Q2 2024 |
71,156
shares
|
$6.65 Million
0.01% of portfolio
|
Q2 2024
Reduced 50.16%
|
|
First Long Island Investors, LLC
|
Aug 07, 2024 Q2 2024 |
71,105
shares
|
$6.65 Million
0.61% of portfolio
|
Q2 2024
New holding
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Aug 08, 2024 Q2 2024 |
70,835
shares
|
$6.62 Million
0.48% of portfolio
|
Q2 2024
Added 31.17%
|
|
Pacific Heights Asset Management LLC
|
Aug 07, 2024 Q2 2024 |
70,000
shares
|
$6.54 Million
0.56% of portfolio
|
Q3 2023
Reduced 12.5%
|
|
Telos Capital Management, Inc.
|
Jul 31, 2024 Q2 2024 |
69,977
shares
|
$6.54 Million
0.78% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
Buckingham Capital Management, Inc.
|
Jul 15, 2024 Q2 2024 |
69,806
shares
|
$6.53 Million
0.84% of portfolio
|
Q2 2024
Added 0.37%
|
|
Trust CO Of Vermont
|
Jul 09, 2024 Q2 2024 |
69,774
shares
|
$6.52 Million
0.38% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
Weatherly Asset Management L. P.
|
Jul 31, 2024 Q2 2024 |
69,713
shares
|
$6.52 Million
0.63% of portfolio
|
Q2 2024
Reduced 4.29%
|
|
Ossiam
Paris, I0 |
Aug 13, 2024 Q2 2024 |
69,525
shares
|
$6.5 Million
0.13% of portfolio
|
Q2 2024
Reduced 75.76%
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2024 Q2 2024 |
69,504
shares
|
$6.5 Million
2.22% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
Strategic Wealth Investment Group, LLC
|
Aug 13, 2024 Q2 2024 |
69,455
shares
|
$6.49 Million
0.9% of portfolio
|
Q2 2024
Reduced 38.22%
|
|
Carret Asset Management, LLC
|
Aug 01, 2024 Q2 2024 |
69,443
shares
|
$6.49 Million
0.82% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
First Foundation Advisors
Irvine, CA |
Aug 06, 2024 Q2 2024 |
69,408
shares
|
$6.49 Million
0.27% of portfolio
|
Q2 2024
Reduced 5.54%
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
69,337
shares
|
$6.48 Million
0.91% of portfolio
|
Q2 2022
Reduced 1.0%
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
69,225
shares
|
$6.47 Million
0.71% of portfolio
|
Q3 2021
Added 10.56%
|
|
Tufton Capital Management
|
Jul 31, 2024 Q2 2024 |
69,184
shares
|
$6.47 Million
1.34% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2024 Q2 2024 |
69,148
shares
|
$6.46 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
69,103
shares
|
$6.46 Million
0.36% of portfolio
|
Q3 2022
Reduced 54.32%
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 13, 2024 Q2 2024 |
69,103
shares
|
$6.46 Million
0.31% of portfolio
|
Q2 2024
Added 1.53%
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
69,086
shares
|
$6.46 Million
0.77% of portfolio
|
Q2 2022
Added 40.42%
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
68,710
shares
|
$6.42 Million
0.27% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Aug 14, 2024 Q2 2024 |
68,563
shares
|
$6.41 Million
0.04% of portfolio
|
Q2 2024
Reduced 74.7%
|