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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
122,431
shares
|
$13.8 Million
0.08% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
122,035
shares
|
$13.8 Million
0.85% of portfolio
|
Q3 2024
Reduced 17.0%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2024 Q3 2024 |
121,786
shares
|
$13.8 Million
2.18% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
119,907
shares
|
$13.6 Million
0.05% of portfolio
|
Q3 2022
Added 3.14%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
119,903
shares
|
$13.6 Million
0.54% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
119,074
shares
|
$13.5 Million
0.17% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
119,027
shares
|
$13.5 Million
0.15% of portfolio
|
Q3 2024
Added 41.88%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
118,353
shares
|
$13.4 Million
0.78% of portfolio
|
Q4 2022
Reduced 1.57%
|
|
|
Mizuho Securities Usa LLC
|
Nov 12, 2024 Q3 2024 |
117,601
shares
|
$13.3 Million
0.27% of portfolio
|
Q3 2024
Reduced 18.72%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
117,257
shares
|
$13.3 Million
0.11% of portfolio
|
Q3 2024
Reduced 11.44%
|
|
|
First Long Island Investors, LLC
|
Nov 06, 2024 Q3 2024 |
116,684
shares
|
$13.2 Million
0.9% of portfolio
|
Q3 2024
Added 64.1%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
116,536
shares
|
$13.2 Million
0.33% of portfolio
|
Q1 2023
Added 1283.38%
|
|
|
Jacobs & CO
|
Oct 01, 2024 Q3 2024 |
115,921
shares
|
$13.1 Million
1.11% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
115,561
shares
|
$13.1 Million
0.92% of portfolio
|
Q3 2022
Reduced 1.77%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
115,480
shares
|
$13.1 Million
0.24% of portfolio
|
Q3 2024
Added 259.96%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
114,907
shares
|
$13 Million
0.08% of portfolio
|
Q3 2024
Reduced 34.64%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
114,448
shares
|
$12.9 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
114,402
shares
|
$12.9 Million
0.4% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Hartford Investment Management CO
|
Oct 22, 2024 Q3 2024 |
114,094
shares
|
$12.9 Million
0.37% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Rpg Investment Advisory, LLC
|
Nov 05, 2024 Q3 2024 |
114,088
shares
|
$12.9 Million
1.57% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Addenda Capital Inc.
|
Oct 15, 2024 Q3 2024 |
113,414
shares
|
$12.8 Million
0.54% of portfolio
|
Q3 2024
Reduced 21.36%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
113,030
shares
|
$12.8 Million
0.24% of portfolio
|
Q3 2024
Added 13.94%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
112,235
shares
|
$12.7 Million
0.45% of portfolio
|
Q3 2022
Added 5.75%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Nov 12, 2024 Q3 2024 |
111,571
shares
|
$12.6 Million
1.58% of portfolio
|
Q3 2024
Added 77.84%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
110,841
shares
|
$12.5 Million
0.44% of portfolio
|
Q3 2024
Reduced 6.55%
|