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 |
|---|---|---|---|---|---|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
30,409
shares
|
$3.01 Million
0.05% of portfolio
|
Q3 2024
Added 293.8%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
30,395
shares
|
$3.01 Million
0.14% of portfolio
|
Q2 2024
Added 7.89%
|
|
|
Amica Mutual Insurance CO
|
Jul 25, 2024 Q2 2024 |
30,387
shares
|
$3.01 Million
0.3% of portfolio
|
Q2 2023
Reduced 8.0%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
30,268
shares
|
$3 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Sky Investment Group LLC
|
Oct 21, 2024 Q3 2024 |
30,256
shares
|
$3 Million
0.54% of portfolio
|
Q3 2024
Added 13.8%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
30,256
shares
|
$3 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
30,240
shares
|
$2.99 Million
1.15% of portfolio
|
Q3 2024
New holding
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
30,225
shares
|
$2.99 Million
3.35% of portfolio
|
Q4 2022
Added 10.75%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
30,123
shares
|
$2.98 Million
0.2% of portfolio
|
Q3 2024
Reduced 15.64%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
30,094
shares
|
$2.98 Million
0.06% of portfolio
|
Q3 2024
Reduced 73.49%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
30,019
shares
|
$2.97 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Canal Insurance CO
|
Oct 30, 2024 Q3 2024 |
30,000
shares
|
$2.97 Million
0.67% of portfolio
|
Q1 2023
New holding
|
|
|
Legacy Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
29,980
shares
|
$2.97 Million
0.36% of portfolio
|
Q2 2024
Added 4.04%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
29,971
shares
|
$2.97 Million
0.87% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
29,933
shares
|
$2.96 Million
0.06% of portfolio
|
Q2 2024
Added 21.28%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
29,922
shares
|
$2.96 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
29,858
shares
|
$2.96 Million
1.49% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Ascent Group, LLC
|
Aug 14, 2024 Q2 2024 |
29,848
shares
|
$2.96 Million
0.24% of portfolio
|
Q2 2024
Added 16.27%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
29,845
shares
|
$2.96 Million
0.05% of portfolio
|
Q2 2024
Added 13.32%
|
|
|
Asio Capital, LLC
|
Oct 10, 2024 Q3 2024 |
29,792
shares
|
$2.95 Million
0.57% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
29,738
shares
|
$2.94 Million
0.07% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
29,714
shares
|
$2.94 Million
0.14% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
29,688
shares
|
$2.94 Million
0.2% of portfolio
|
Q3 2024
Reduced 19.28%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
29,685
shares
|
$2.94 Million
0.85% of portfolio
|
Q3 2024
Added 40.2%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
29,443
shares
|
$2.92 Million
0.41% of portfolio
|
Q3 2024
Added 11.5%
|