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 |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
41,739
shares
|
$4.65 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
41,684
shares
|
$4.64 Million
0.31% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
41,601
shares
|
$4.63 Million
5.23% of portfolio
|
Q1 2024
Reduced 14.09%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
41,464
shares
|
$4.62 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Reliant Investment Management, LLC
|
Oct 08, 2024 Q3 2024 |
41,322
shares
|
$4.6 Million
2.0% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
41,285
shares
|
$4.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
41,184
shares
|
$4.59 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
41,048
shares
|
$4.57 Million
1.31% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
40,986
shares
|
$4.56 Million
0.45% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
40,757
shares
|
$4.54 Million
0.05% of portfolio
|
Q3 2024
Reduced 62.41%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
40,745
shares
|
$4.54 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
40,597
shares
|
$4.52 Million
0.34% of portfolio
|
Q3 2024
Added 28.37%
|
|
|
Mandatum Life Insurance CO LTD
|
Oct 21, 2024 Q3 2024 |
40,415
shares
|
$4.5 Million
1.2% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
40,357
shares
|
$4.49 Million
0.59% of portfolio
|
Q2 2023
Added 66.05%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
40,017
shares
|
$4.46 Million
0.04% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Yarbrough Capital, LLC
|
Oct 15, 2024 Q3 2024 |
40,000
shares
|
$4.45 Million
0.16% of portfolio
|
Q2 2023
Reduced 16.28%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
39,986
shares
|
$4.45 Million
0.19% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
39,943
shares
|
$4.45 Million
1.23% of portfolio
|
Q3 2024
Reduced 10.4%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
39,822
shares
|
$4.43 Million
0.14% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
39,500
shares
|
$4.4 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
39,339
shares
|
$4.38 Million
0.11% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
39,250
shares
|
$4.37 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
39,216
shares
|
$4.37 Million
0.06% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
39,161
shares
|
$4.36 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
39,121
shares
|
$4.36 Million
0.51% of portfolio
|
Q3 2024
Reduced 33.69%
|