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 3,275 institutions that hold shares in the stock, with a total of 1.19 Billion shares, which have been reported (via 13F filing form) to have a value of $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
170,721
shares
|
$19.3 Million
1.71% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Windward Capital Management CO
|
Nov 01, 2024 Q3 2024 |
170,066
shares
|
$19.2 Million
1.3% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
169,093
shares
|
$19.1 Million
1.33% of portfolio
|
Q3 2022
Reduced 1.9%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
167,198
shares
|
$18.9 Million
0.94% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
166,418
shares
|
$18.8 Million
0.2% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
164,540
shares
|
$18.6 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
164,111
shares
|
$18.5 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
163,645
shares
|
$18.5 Million
3.01% of portfolio
|
Q1 2024
Added 0.42%
|
|
|
Clifford Capital Partners LLC
Alpine, UT |
Nov 13, 2024 Q3 2024 |
160,035
shares
|
$18.1 Million
3.58% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
158,215
shares
|
$17.9 Million
0.48% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2024 Q3 2024 |
158,000
shares
|
$17.9 Million
1.87% of portfolio
|
Q2 2023
Added 46.3%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Oct 31, 2024 Q3 2024 |
157,000
shares
|
$17.7 Million
2.57% of portfolio
|
Q3 2024
Added 31.93%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
156,883
shares
|
$17.7 Million
0.54% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
155,244
shares
|
$17.5 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
153,648
shares
|
$17.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 51.63%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
153,249
shares
|
$17.3 Million
1.51% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
151,941
shares
|
$17.2 Million
0.16% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
151,759
shares
|
$17.2 Million
0.5% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
151,619
shares
|
$17.1 Million
0.19% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
151,380
shares
|
$17.1 Million
0.43% of portfolio
|
Q3 2022
Added 11.58%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
149,864
shares
|
$16.9 Million
1.28% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Rbo & CO LLC
St Helena, CA |
Nov 13, 2024 Q3 2024 |
149,444
shares
|
$16.9 Million
2.63% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
147,353
shares
|
$16.7 Million
0.86% of portfolio
|
Q3 2024
Added 18.61%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
147,183
shares
|
$16.6 Million
0.34% of portfolio
|
Q2 2024
Added 30.73%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
146,867
shares
|
$16.6 Million
0.07% of portfolio
|
Q3 2024
Added 0.06%
|