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 |
|---|---|---|---|---|---|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
39,028
shares
|
$4.35 Million
0.66% of portfolio
|
Q3 2024
Reduced 26.04%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
39,025
shares
|
$4.35 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
38,913
shares
|
$4.33 Million
0.63% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
38,723
shares
|
$4.31 Million
0.27% of portfolio
|
Q4 2023
Reduced 2.4%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
38,700
shares
|
$4.31 Million
0.45% of portfolio
|
Q3 2022
Reduced 7.86%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
38,695
shares
|
$4.31 Million
0.09% of portfolio
|
Q2 2023
Added 1606.88%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
38,654
shares
|
$4.3 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
38,494
shares
|
$4.29 Million
0.17% of portfolio
|
Q3 2024
Reduced 46.51%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
38,226
shares
|
$4.26 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
38,185
shares
|
$4.25 Million
0.45% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
38,028
shares
|
$4.23 Million
2.04% of portfolio
|
Q2 2022
Reduced 11.38%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
37,963
shares
|
$4.23 Million
0.09% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
37,943
shares
|
$4.22 Million
0.15% of portfolio
|
Q3 2024
Added 728.99%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
37,922
shares
|
$4.22 Million
0.14% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
37,921
shares
|
$4.22 Million
0.39% of portfolio
|
Q3 2024
Added 11.23%
|
|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
37,781
shares
|
$4.21 Million
0.6% of portfolio
|
Q3 2024
Added 834.94%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
37,661
shares
|
$4.19 Million
0.28% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
37,646
shares
|
$4.19 Million
0.25% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Oct 31, 2024 Q3 2024 |
37,515
shares
|
$4.18 Million
3.0% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Thornburg Investment Management Inc
|
Nov 08, 2024 Q3 2024 |
37,348
shares
|
$4.16 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
37,257
shares
|
$4.15 Million
0.44% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Nov 21, 2024 Q3 2024 |
37,123
shares
|
$4.13 Million
0.63% of portfolio
|
Q3 2024
Added 28.26%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
37,111
shares
|
$4.13 Million
0.34% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
36,990
shares
|
$4.12 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
36,978
shares
|
$4.12 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.18%
|