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 |
|---|---|---|---|---|---|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
52,401
shares
|
$5.83 Million
1.29% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
52,380
shares
|
$5.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
52,255
shares
|
$5.82 Million
0.4% of portfolio
|
Q2 2024
Added 1.27%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
52,207
shares
|
$5.81 Million
0.57% of portfolio
|
Q3 2024
Added 175.11%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
52,140
shares
|
$5.81 Million
0.53% of portfolio
|
Q4 2022
Reduced 2.57%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
52,007
shares
|
$5.79 Million
1.96% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
51,465
shares
|
$5.73 Million
0.66% of portfolio
|
Q3 2024
Reduced 29.93%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
51,351
shares
|
$5.72 Million
0.17% of portfolio
|
Q3 2024
Reduced 47.89%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
51,346
shares
|
$5.72 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
51,071
shares
|
$5.69 Million
0.7% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
50,914
shares
|
$5.67 Million
0.94% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
50,702
shares
|
$5.65 Million
0.64% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
50,626
shares
|
$5.64 Million
0.83% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
50,541
shares
|
$5.63 Million
0.11% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Oct 08, 2024 Q3 2024 |
50,537
shares
|
$5.63 Million
2.36% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
50,512
shares
|
$5.62 Million
1.92% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
50,508
shares
|
$5.62 Million
0.17% of portfolio
|
Q3 2023
Reduced 11.18%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
50,506
shares
|
$5.62 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
50,335
shares
|
$5.6 Million
1.68% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Beech Hill Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
50,331
shares
|
$5.6 Million
1.9% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
50,325
shares
|
$5.6 Million
1.25% of portfolio
|
Q2 2022
Reduced 5.27%
|
|
|
Scoggin Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
50,000
shares
|
$5.57 Million
1.22% of portfolio
|
Q3 2024
New holding
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Nov 01, 2024 Q3 2024 |
49,960
shares
|
$5.56 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
49,665
shares
|
$5.53 Million
2.37% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
49,627
shares
|
$5.53 Million
1.48% of portfolio
|
Q4 2020
Reduced 15.61%
|