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 |
---|---|---|---|---|---|
Greenwood Capital Associates LLC
Greenwood, SC |
Aug 08, 2024 Q2 2024 |
68,245
shares
|
$6.38 Million
0.91% of portfolio
|
Q2 2024
Added 10.08%
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 14, 2024 Q2 2024 |
68,148
shares
|
$6.37 Million
1.16% of portfolio
|
Q2 2024
Reduced 5.31%
|
|
Neos Investment Management LLC
Westport, CT |
Aug 14, 2024 Q2 2024 |
67,982
shares
|
$6.35 Million
0.28% of portfolio
|
Q2 2024
Added 47.56%
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
67,857
shares
|
$6.34 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
Callahan Advisors, LLC
|
Jul 29, 2024 Q2 2024 |
67,667
shares
|
$6.33 Million
0.72% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
Umb Bank, N.A.
|
Jul 29, 2024 Q2 2024 |
67,661
shares
|
$6.32 Million
0.11% of portfolio
|
Q2 2024
Reduced 28.66%
|
|
Winslow Asset Management Inc
|
Aug 09, 2024 Q2 2024 |
67,409
shares
|
$6.3 Million
1.32% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
67,236
shares
|
$6.29 Million
0.13% of portfolio
|
Q2 2024
Added 12.94%
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 12, 2024 Q2 2024 |
67,092
shares
|
$6.27 Million
0.27% of portfolio
|
Q2 2024
Added 6.93%
|
|
Mitchell Sinkler & Starr
|
Aug 07, 2024 Q2 2024 |
67,047
shares
|
$6.27 Million
1.72% of portfolio
|
Q2 2024
Reduced 2.25%
|
|
Atwater Malick LLC
|
Jul 17, 2024 Q2 2024 |
66,985
shares
|
$6.26 Million
2.29% of portfolio
|
Q2 2024
Added 2.19%
|
|
Gibraltar Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
66,761
shares
|
$6.24 Million
3.07% of portfolio
|
Q2 2024
Added 8.32%
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Sep 09, 2024 Q2 2024 |
66,732
shares
|
$6.24 Million
2.99% of portfolio
|
Q2 2024
Added 0.53%
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jul 31, 2024 Q2 2024 |
66,631
shares
|
$6.23 Million
1.28% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
Stelac Advisory Services LLC
New York, NY |
Jul 29, 2024 Q2 2024 |
65,729
shares
|
$6.14 Million
2.89% of portfolio
|
Q2 2024
Reduced 4.61%
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
65,523
shares
|
$6.13 Million
0.29% of portfolio
|
Q2 2024
Added 1.1%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
65,308
shares
|
$6.1 Million
0.11% of portfolio
|
Q2 2024
Added 16.91%
|
|
Grassi Investment Management
|
Jul 09, 2024 Q2 2024 |
65,266
shares
|
$6.1 Million
0.57% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 08, 2024 Q2 2024 |
64,749
shares
|
$6.05 Million
0.32% of portfolio
|
Q2 2024
Added 2.67%
|
|
Sienna Gestion
Paris, I0 |
Aug 12, 2024 Q2 2024 |
64,732
shares
|
$6.05 Million
0.57% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 28, 2024 Q2 2024 |
64,527
shares
|
$6.03 Million
1.1% of portfolio
|
Q2 2024
Added 13.53%
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
64,247
shares
|
$6.01 Million
1.0% of portfolio
|
Q4 2022
Reduced 8.78%
|
|
Wealth Bridge Investment Counsel Inc.
|
Jul 16, 2024 Q2 2024 |
64,186
shares
|
$6 Million
2.44% of portfolio
|
Q2 2024
Added 2.52%
|
|
Broad Run
Broad Run Investment Management, LLC | Arlington, Va
|
Aug 14, 2024 Q2 2024 |
64,168
shares
|
$6 Million
0.98% of portfolio
|
Q2 2024
Reduced 11.08%
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jul 18, 2024 Q2 2024 |
64,148
shares
|
$6 Million
2.16% of portfolio
|
Q2 2024
Added 0.7%
|