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 |
|---|---|---|---|---|---|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
32,977
shares
|
$3.67 Million
0.14% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
32,952
shares
|
$3.67 Million
0.33% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
32,945
shares
|
$3.67 Million
0.07% of portfolio
|
Q3 2024
Added 21.85%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
32,945
shares
|
$3.67 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
32,797
shares
|
$3.65 Million
1.86% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Glassy Mountain Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
32,787
shares
|
$3.65 Million
1.11% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
32,768
shares
|
$3.65 Million
1.85% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
32,765
shares
|
$3.65 Million
0.28% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
32,741
shares
|
$3.65 Million
0.09% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
32,691
shares
|
$3.64 Million
0.69% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
William Allan, LLC
|
Nov 14, 2024 Q3 2024 |
32,496
shares
|
$3.62 Million
1.96% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
32,485
shares
|
$3.62 Million
1.6% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
32,453
shares
|
$3.61 Million
0.67% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
32,427
shares
|
$3.61 Million
0.72% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
32,416
shares
|
$3.61 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
32,413
shares
|
$3.61 Million
0.11% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
32,385
shares
|
$3.61 Million
0.01% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
32,319
shares
|
$3.6 Million
0.71% of portfolio
|
Q4 2022
Reduced 18.89%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Oct 09, 2024 Q3 2024 |
32,299
shares
|
$3.6 Million
1.19% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
32,294
shares
|
$3.6 Million
0.43% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
32,226
shares
|
$3.59 Million
0.36% of portfolio
|
Q3 2024
Reduced 13.26%
|
|
|
Bender Robert & Associates
|
Oct 30, 2024 Q3 2024 |
32,196
shares
|
$3.59 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 12, 2024 Q3 2024 |
32,133
shares
|
$3.58 Million
0.33% of portfolio
|
Q2 2024
Reduced 53.55%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
32,119
shares
|
$3.58 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
32,099
shares
|
$3.57 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.22%
|