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Walt Disney Company shares owned by Institutional & Family Asset Management

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Institutional & Family Asset Management from 13F filings

Historical chart of Institutional & Family Asset Management investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by Institutional & Family Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by Institutional & Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $192k 1.9k 99.28
2024-03-31 $169k 1.4k 122.35
2023-12-31 $115k 1.3k 90.28
2023-09-30 $96k 1.2k 81.04
2023-06-30 $106k 1.2k 89.27
2023-03-31 $113k 1.1k 100.11
2022-12-31 $88k 1.0k 86.86
2022-09-30 $144k 1.5k 93.99
2022-06-30 $142k 1.5k 94.10
2022-03-31 $211k 1.5k 137.01
2021-12-31 $238k 1.5k 155.15
2021-09-30 $369k 2.2k 169.27
2021-06-30 $424k 2.4k 175.71
2021-03-31 $601k 3.3k 184.47
2020-12-31 $549k 3.0k 181.19
2020-09-30 $327k 2.6k 124.19
2020-06-30 $254k 2.3k 111.50
2020-03-31 $476k 4.9k 96.63
2019-12-31 $762k 5.3k 144.70
2019-09-30 $679k 5.2k 130.38
2019-06-30 $742k 5.3k 139.60
2019-03-31 $450k 4.0k 111.14
2018-12-31 $351k 3.2k 109.79
2018-09-30 $391k 3.3k 116.89
2018-06-30 $346k 3.3k 104.94
2018-03-31 $298k 3.0k 100.47
2017-12-31 $251k 2.3k 107.68
2017-09-30 $253k 2.6k 98.60
2016-12-31 $235k 2.3k 104.17
2016-09-30 $208k 2.2k 92.73
2016-06-30 $269k 2.7k 97.89
2016-03-31 $278k 2.6k 105.14

More positions owned by Institutional & Family Asset Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Listed Fd Tr Core Alt Fd (CCOR)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Plains All Amern Pipeline L Unit Ltd Partn (PAA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr U.s. Real Es Etf (IYR)

View all positions for Institutional & Family Asset Management

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Northern Trust
Citadel Advisors
Jennison Associates
Amundi
Alliancebernstein
Susquehanna International
Nuveen Asset Management
Bank of New York Mellon

View all funds holding Walt Disney Company