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 3,343 institutions that hold shares in the stock, with a total of 1.21 Billion shares, which have been reported (via 13F filing form) to have a value of $113 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Private Management Group Inc
|
Aug 06, 2024 Q2 2024 |
3,572
shares
|
$334,696
0.01% of portfolio
|
Q2 2024
Added 3.0%
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
3,571
shares
|
$334,602
0.24% of portfolio
|
Q1 2023
Reduced 35.37%
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Aug 09, 2024 Q2 2024 |
3,569
shares
|
$334,415
0.12% of portfolio
|
Q2 2024
Added 18.22%
|
|
Manchester Financial Inc
|
Jul 17, 2024 Q2 2024 |
3,568
shares
|
$334,321
0.09% of portfolio
|
Q2 2024
Reduced 17.45%
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 09, 2024 Q2 2024 |
3,557
shares
|
$333,290
0.25% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 09, 2024 Q2 2024 |
3,555
shares
|
$333,103
0.14% of portfolio
|
Q2 2024
Reduced 3.94%
|
|
Claret Asset Management Corp
|
Aug 14, 2024 Q2 2024 |
3,554
shares
|
$333,009
0.06% of portfolio
|
Q2 2024
Added 15.99%
|
|
Carmichael Hill & Associates, Inc.
|
Aug 02, 2024 Q2 2024 |
3,553
shares
|
$332,916
0.14% of portfolio
|
Q2 2024
Added 2.9%
|
|
Lockerman Financial Group, Inc.
|
Jul 16, 2024 Q2 2024 |
3,548
shares
|
$332,447
0.67% of portfolio
|
Q2 2024
Added 3.38%
|
|
Stockman Wealth Management, Inc.
|
Jul 31, 2024 Q2 2024 |
3,547
shares
|
$332,353
0.06% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
3,540
shares
|
$331,698
0.02% of portfolio
|
Q1 2024
Reduced 2.48%
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 13, 2024 Q2 2024 |
3,532
shares
|
$330,948
0.22% of portfolio
|
Q2 2024
Reduced 8.95%
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,532
shares
|
$330,948
0.01% of portfolio
|
Q1 2024
Reduced 14.52%
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jul 25, 2024 Q2 2024 |
3,525
shares
|
$330,292
0.15% of portfolio
|
Q2 2024
Reduced 13.41%
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 13, 2024 Q2 2024 |
3,523
shares
|
$330,105
0.04% of portfolio
|
Q4 2023
Reduced 79.3%
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 14, 2024 Q2 2024 |
3,506
shares
|
$328,512
0.55% of portfolio
|
Q2 2024
Reduced 5.63%
|
|
Exchange Bank
Santa Rosa, CA |
Jul 10, 2024 Q2 2024 |
3,505
shares
|
$328,418
0.3% of portfolio
|
Q2 2024
Reduced 6.06%
|
|
Grace & White Inc
|
Jul 22, 2024 Q2 2024 |
3,500
shares
|
$327,950
0.08% of portfolio
|
Q1 2024
Reduced 29.29%
|
|
Vanguard Capital Wealth Advisors
|
Aug 07, 2024 Q2 2024 |
3,495
shares
|
$327,481
0.24% of portfolio
|
Q2 2024
Reduced 13.38%
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 12, 2024 Q2 2024 |
3,488
shares
|
$326,825
0.1% of portfolio
|
Q2 2024
New holding
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 11, 2024 Q2 2024 |
3,479
shares
|
$325,982
0.09% of portfolio
|
Q2 2024
Reduced 26.43%
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
3,473
shares
|
$325,420
0.02% of portfolio
|
Q2 2024
Added 0.23%
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
3,469
shares
|
$325,045
0.08% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
Bath Savings Trust CO
|
Jul 12, 2024 Q2 2024 |
3,465
shares
|
$324,670
0.04% of portfolio
|
Q2 2024
Reduced 30.84%
|
|
Oxinas Partners Wealth Management LLC
|
Aug 01, 2024 Q2 2024 |
3,460
shares
|
$324,202
0.24% of portfolio
|
Q2 2024
Reduced 16.83%
|