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 |
---|---|---|---|---|---|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 12, 2024 Q2 2024 |
3,339
shares
|
$312,864
0.18% of portfolio
|
Q1 2024
Added 17.61%
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2024 Q2 2024 |
3,331
shares
|
$312,114
0.12% of portfolio
|
Q1 2024
Added 13.72%
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 26, 2024 Q2 2024 |
3,327
shares
|
$311,739
0.22% of portfolio
|
Q2 2024
Reduced 16.6%
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Aug 15, 2024 Q2 2024 |
3,324
shares
|
$311,458
0.04% of portfolio
|
Q2 2024
Added 19.01%
|
|
New World Advisors LLC
Hingham, MA |
Aug 02, 2024 Q2 2024 |
3,324
shares
|
$311,458
0.09% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2024 Q2 2024 |
3,321
shares
|
$311,177
0.0% of portfolio
|
Q2 2024
Added 20.28%
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Aug 23, 2024 Q2 2024 |
3,297
shares
|
$308,928
0.29% of portfolio
|
Q2 2024
New holding
|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
3,293
shares
|
$308,554
0.06% of portfolio
|
Q1 2024
Added 4.27%
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 09, 2024 Q2 2024 |
3,286
shares
|
$307,898
0.25% of portfolio
|
Q2 2024
Added 0.31%
|
|
Fiducient Advisors LLC
|
Aug 06, 2024 Q2 2024 |
3,283
shares
|
$307,617
0.04% of portfolio
|
Q2 2024
Added 4.29%
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 09, 2024 Q2 2024 |
3,280
shares
|
$307,336
0.06% of portfolio
|
Q2 2024
Added 9.52%
|
|
Coastline Trust CO
|
Jul 15, 2024 Q2 2024 |
3,270
shares
|
$306,399
0.04% of portfolio
|
Q2 2024
Added 16.79%
|
|
Visionary Horizons, LLC
Knoxville, TN |
Aug 02, 2024 Q2 2024 |
3,268
shares
|
$306,211
0.24% of portfolio
|
Q2 2024
Added 1.71%
|
|
Firethorn Wealth Partners, LLC
|
Jul 25, 2024 Q2 2024 |
3,266
shares
|
$306,024
0.19% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 12, 2024 Q2 2024 |
3,259
shares
|
$305,368
0.02% of portfolio
|
Q2 2024
Added 6.4%
|
|
Janney Capital Management LLC
|
Jul 25, 2024 Q2 2024 |
3,248
shares
|
$304,337
0.02% of portfolio
|
Q2 2024
Reduced 38.44%
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 07, 2024 Q2 2024 |
3,248
shares
|
$304,337
0.34% of portfolio
|
Q2 2024
New holding
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 15, 2024 Q2 2024 |
3,247
shares
|
$304,243
0.03% of portfolio
|
Q2 2024
Reduced 21.7%
|
|
Unison Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
3,235
shares
|
$303,119
0.16% of portfolio
|
Q3 2022
New holding
|
|
Univest Financial Corp
|
Aug 05, 2024 Q2 2024 |
3,224
shares
|
$302,088
0.09% of portfolio
|
Q2 2024
Reduced 4.45%
|
|
Redwood Financial Network Corp
|
Aug 07, 2024 Q2 2024 |
3,223
shares
|
$301,995
0.27% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Jul 26, 2024 Q2 2024 |
3,220
shares
|
$301,714
0.16% of portfolio
|
Q2 2024
Reduced 5.99%
|
|
Capital Square, LLC
|
Aug 01, 2024 Q2 2024 |
3,219
shares
|
$301,620
0.22% of portfolio
|
Q2 2024
Reduced 2.81%
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
3,218
shares
|
$301,526
0.04% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
Spinnaker Investment Group, LLC
|
Jul 24, 2024 Q2 2024 |
3,197
shares
|
$299,558
0.09% of portfolio
|
Q2 2024
Reduced 8.34%
|