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 |
|---|---|---|---|---|---|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
36,890
shares
|
$4.11 Million
0.75% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
36,864
shares
|
$4.1 Million
0.91% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
36,744
shares
|
$4.09 Million
0.46% of portfolio
|
Q3 2024
Reduced 12.33%
|
|
|
Dorchester Wealth Management CO
|
Oct 22, 2024 Q3 2024 |
36,743
shares
|
$4.09 Million
0.63% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
36,712
shares
|
$4.09 Million
0.64% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
36,599
shares
|
$4.08 Million
0.75% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
36,577
shares
|
$4.07 Million
0.46% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
36,541
shares
|
$4.07 Million
0.34% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
36,501
shares
|
$4.06 Million
0.74% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
36,463
shares
|
$4.06 Million
0.4% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
36,442
shares
|
$4.06 Million
0.2% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
36,407
shares
|
$4.05 Million
0.88% of portfolio
|
Q1 2024
Reduced 39.36%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
36,168
shares
|
$4.03 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 04, 2024 Q3 2024 |
36,126
shares
|
$4.02 Million
1.28% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
36,103
shares
|
$4.02 Million
0.71% of portfolio
|
Q3 2024
Reduced 29.74%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
36,079
shares
|
$4.02 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
35,880
shares
|
$4 Million
0.32% of portfolio
|
Q3 2024
Reduced 29.26%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
35,776
shares
|
$3.98 Million
0.87% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
35,740
shares
|
$3.98 Million
0.19% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
35,614
shares
|
$3.97 Million
0.53% of portfolio
|
Q4 2022
Reduced 1.59%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Oct 28, 2024 Q3 2024 |
35,602
shares
|
$3.96 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
35,426
shares
|
$3.94 Million
0.12% of portfolio
|
Q2 2024
Added 7.19%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
35,423
shares
|
$3.94 Million
0.11% of portfolio
|
Q2 2024
Added 3.82%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
35,388
shares
|
$3.94 Million
0.06% of portfolio
|
Q2 2024
Reduced 6.8%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
35,151
shares
|
$3.91 Million
0.0% of portfolio
|
Q3 2024
Added 26.84%
|