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 |
|---|---|---|---|---|---|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
43,905
shares
|
$4.89 Million
0.82% of portfolio
|
Q2 2023
Reduced 48.17%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
43,427
shares
|
$4.84 Million
0.31% of portfolio
|
Q3 2024
Reduced 14.31%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
43,370
shares
|
$4.83 Million
0.84% of portfolio
|
Q3 2023
Added 11.81%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
43,274
shares
|
$4.82 Million
1.27% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
43,235
shares
|
$4.81 Million
0.3% of portfolio
|
Q3 2023
Added 10.77%
|
|
|
Diversified Investment Strategies, LLC
|
Nov 05, 2024 Q3 2024 |
43,216
shares
|
$4.81 Million
2.86% of portfolio
|
Q3 2024
Added 20.19%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
43,155
shares
|
$4.81 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Arlington Partners LLC
|
Oct 21, 2024 Q3 2024 |
43,023
shares
|
$4.79 Million
1.72% of portfolio
|
Q3 2024
Added 40.92%
|
|
|
Lynch Asset Management, Inc.
|
Oct 24, 2024 Q3 2024 |
42,975
shares
|
$4.79 Million
1.74% of portfolio
|
Q3 2024
Added 15.29%
|
|
|
Wells Trecaso Financial Group, LLC
|
Oct 24, 2024 Q3 2024 |
42,891
shares
|
$4.78 Million
1.36% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
42,797
shares
|
$4.77 Million
0.32% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
42,707
shares
|
$4.76 Million
1.1% of portfolio
|
Q3 2024
Reduced 22.78%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
42,691
shares
|
$4.75 Million
0.59% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
42,646
shares
|
$4.75 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
42,462
shares
|
$4.73 Million
0.33% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
42,434
shares
|
$4.73 Million
0.11% of portfolio
|
Q3 2024
Reduced 18.97%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 07, 2024 Q3 2024 |
42,295
shares
|
$4.71 Million
1.24% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
42,270
shares
|
$4.71 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
42,115
shares
|
$4.69 Million
0.37% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
42,105
shares
|
$4.69 Million
0.71% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
42,070
shares
|
$4.68 Million
0.05% of portfolio
|
Q2 2024
Added 2.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
41,994
shares
|
$4.68 Million
0.15% of portfolio
|
Q3 2024
Added 13.29%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
41,916
shares
|
$4.67 Million
0.66% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
41,795
shares
|
$4.65 Million
1.49% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
41,779
shares
|
$4.65 Million
0.11% of portfolio
|
Q3 2024
Reduced 18.01%
|