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 $132 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
74,529
shares
|
$8.3 Million
0.27% of portfolio
|
Q3 2024
Reduced 13.36%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
74,312
shares
|
$8.27 Million
2.02% of portfolio
|
Q1 2024
New holding
|
|
|
Edge Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
73,874
shares
|
$8.23 Million
1.43% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
73,873
shares
|
$8.23 Million
0.42% of portfolio
|
Q3 2024
Reduced 17.39%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
73,082
shares
|
$8.14 Million
0.42% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
72,385
shares
|
$8.06 Million
1.32% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
72,105
shares
|
$8.03 Million
0.74% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
72,019
shares
|
$8.02 Million
0.25% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
72,004
shares
|
$8.02 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Winslow Asset Management Inc
|
Nov 04, 2024 Q3 2024 |
71,849
shares
|
$8 Million
1.28% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
71,482
shares
|
$7.96 Million
0.12% of portfolio
|
Q4 2022
Reduced 15.0%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
71,186
shares
|
$7.93 Million
0.14% of portfolio
|
Q2 2024
Added 15.31%
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
Nov 13, 2024 Q3 2024 |
70,641
shares
|
$7.87 Million
6.31% of portfolio
|
Q3 2024
Added 15.14%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
70,322
shares
|
$7.83 Million
0.46% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
70,294
shares
|
$7.83 Million
0.37% of portfolio
|
Q3 2024
Added 18.35%
|
|
|
Pacific Heights Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
70,000
shares
|
$7.79 Million
0.51% of portfolio
|
Q3 2023
Reduced 12.5%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
69,927
shares
|
$7.79 Million
2.19% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
69,855
shares
|
$7.78 Million
0.13% of portfolio
|
Q3 2024
Reduced 27.48%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
69,600
shares
|
$7.75 Million
0.28% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
69,337
shares
|
$7.72 Million
0.91% of portfolio
|
Q2 2022
Reduced 1.0%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
69,260
shares
|
$7.71 Million
1.12% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
69,225
shares
|
$7.71 Million
0.71% of portfolio
|
Q3 2021
Added 10.56%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
69,117
shares
|
$7.7 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
69,103
shares
|
$7.69 Million
0.36% of portfolio
|
Q3 2022
Reduced 54.32%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
69,086
shares
|
$7.69 Million
0.77% of portfolio
|
Q2 2022
Added 40.42%
|