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 |
|---|---|---|---|---|---|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
101,963
shares
|
$11.4 Million
0.09% of portfolio
|
Q3 2022
Reduced 19.83%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
101,539
shares
|
$11.3 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Nov 12, 2024 Q3 2024 |
101,500
shares
|
$11.3 Million
0.56% of portfolio
|
Q3 2023
Reduced 35.06%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
101,322
shares
|
$11.3 Million
0.37% of portfolio
|
Q3 2024
Reduced 12.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
101,315
shares
|
$11.3 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
101,244
shares
|
$11.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 98.72%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
Nov 13, 2024 Q3 2024 |
101,170
shares
|
$11.3 Million
2.51% of portfolio
|
Q3 2024
Added 12.11%
|
|
|
Lawson Kroeker Investment Management Inc
|
Oct 15, 2024 Q3 2024 |
101,043
shares
|
$11.3 Million
1.88% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
100,988
shares
|
$11.2 Million
1.18% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
100,685
shares
|
$11.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 48.82%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
100,470
shares
|
$11.2 Million
0.26% of portfolio
|
Q3 2024
Reduced 32.57%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
100,306
shares
|
$11.2 Million
0.28% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
100,259
shares
|
$11.2 Million
0.78% of portfolio
|
Q3 2024
Added 10.59%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
100,155
shares
|
$11.2 Million
1.85% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
100,034
shares
|
$11.1 Million
0.13% of portfolio
|
Q3 2024
Added 61.9%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
100,000
shares
|
$11.1 Million
0.1% of portfolio
|
Q2 2024
Reduced 79.38%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Oct 08, 2024 Q3 2024 |
99,814
shares
|
$11.1 Million
1.21% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
99,812
shares
|
$11.1 Million
0.04% of portfolio
|
Q3 2024
Added 67.53%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
99,633
shares
|
$11.1 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Drh Investments, Inc.
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
99,606
shares
|
$11.1 Million
10.13% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Ccm Investment Advisers LLC
|
Oct 09, 2024 Q3 2024 |
98,693
shares
|
$11 Million
1.07% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
98,052
shares
|
$10.9 Million
0.41% of portfolio
|
Q1 2023
Reduced 3.63%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
97,584
shares
|
$10.9 Million
0.12% of portfolio
|
Q3 2023
Reduced 10.59%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
97,355
shares
|
$10.8 Million
0.66% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
97,106
shares
|
$10.8 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.12%
|