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 |
|---|---|---|---|---|---|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
61,206
shares
|
$6.82 Million
0.35% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
61,162
shares
|
$6.81 Million
0.52% of portfolio
|
Q3 2024
Reduced 12.27%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
60,888
shares
|
$6.78 Million
0.15% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Skylands Capital, LLC
|
Nov 01, 2024 Q3 2024 |
60,850
shares
|
$6.78 Million
0.86% of portfolio
|
Q3 2024
Added 13.21%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
60,836
shares
|
$6.77 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
60,770
shares
|
$6.77 Million
0.49% of portfolio
|
Q3 2022
Reduced 4.72%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
60,609
shares
|
$6.75 Million
0.28% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Broad Run
Broad Run Investment Management, LLC | Arlington, Va
|
Nov 14, 2024 Q3 2024 |
60,563
shares
|
$6.74 Million
0.79% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
60,517
shares
|
$6.74 Million
1.49% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
60,509
shares
|
$6.74 Million
0.13% of portfolio
|
Q3 2024
Added 48.27%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
60,286
shares
|
$6.71 Million
0.54% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
60,043
shares
|
$6.69 Million
0.31% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
59,514
shares
|
$6.63 Million
0.04% of portfolio
|
Q3 2024
Reduced 43.89%
|
|
|
Grassi Investment Management
|
Oct 22, 2024 Q3 2024 |
59,415
shares
|
$6.62 Million
0.49% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
59,164
shares
|
$6.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.2%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
59,136
shares
|
$6.58 Million
0.65% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
58,888
shares
|
$6.56 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
58,774
shares
|
$6.54 Million
0.14% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
58,367
shares
|
$6.5 Million
0.18% of portfolio
|
Q3 2024
Reduced 58.66%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
58,353
shares
|
$6.5 Million
0.09% of portfolio
|
Q3 2024
Reduced 13.76%
|
|
|
Bourgeon Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
58,213
shares
|
$6.48 Million
1.08% of portfolio
|
Q3 2024
Reduced 26.88%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
58,210
shares
|
$6.48 Million
0.68% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Leuthold Group, LLC
|
Oct 24, 2024 Q3 2024 |
58,148
shares
|
$6.47 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Churchill Management Corp
|
Oct 15, 2024 Q3 2024 |
57,967
shares
|
$6.45 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
57,776
shares
|
$6.43 Million
0.4% of portfolio
|
Q3 2024
Reduced 2.15%
|