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 |
|---|---|---|---|---|---|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2024 Q3 2024 |
49,312
shares
|
$5.49 Million
1.16% of portfolio
|
Q3 2024
Added 44.75%
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
49,282
shares
|
$5.49 Million
0.71% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
49,156
shares
|
$5.47 Million
0.41% of portfolio
|
Q4 2022
Added 17.75%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
49,038
shares
|
$5.46 Million
0.66% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
48,817
shares
|
$5.44 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Wallington Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
48,696
shares
|
$5.42 Million
0.65% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
48,677
shares
|
$5.42 Million
1.68% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
48,413
shares
|
$5.39 Million
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
48,291
shares
|
$5.38 Million
0.38% of portfolio
|
Q2 2024
Added 13.51%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
47,999
shares
|
$5.34 Million
0.07% of portfolio
|
Q2 2023
Added 2.81%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
47,817
shares
|
$5.32 Million
0.1% of portfolio
|
Q3 2024
Added 65.95%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
47,684
shares
|
$5.31 Million
0.12% of portfolio
|
Q3 2024
Reduced 41.08%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Oct 29, 2024 Q3 2024 |
47,584
shares
|
$5.3 Million
1.45% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Savoie Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
47,491
shares
|
$5.29 Million
0.56% of portfolio
|
Q3 2024
Reduced 11.71%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
47,206
shares
|
$5.26 Million
0.58% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
47,197
shares
|
$5.26 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
47,193
shares
|
$5.25 Million
0.04% of portfolio
|
Q3 2024
Reduced 24.43%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
46,836
shares
|
$5.22 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
46,829
shares
|
$5.21 Million
0.16% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
46,825
shares
|
$5.21 Million
0.31% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
46,822
shares
|
$5.21 Million
0.72% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
46,786
shares
|
$5.21 Million
0.95% of portfolio
|
Q3 2024
Added 13.17%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 13, 2024 Q3 2024 |
46,613
shares
|
$5.19 Million
0.49% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
46,404
shares
|
$5.17 Million
1.53% of portfolio
|
Q3 2024
Added 20.71%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
46,171
shares
|
$5.14 Million
1.04% of portfolio
|
Q3 2024
Reduced 2.75%
|