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 |
---|---|---|---|---|---|
True North Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
3,197
shares
|
$299,558
0.09% of portfolio
|
Q2 2024
Added 7.39%
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
3,197
shares
|
$299,558
0.4% of portfolio
|
Q3 2022
Added 0.53%
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jul 12, 2024 Q2 2024 |
3,197
shares
|
$299,558
0.05% of portfolio
|
Q2 2024
New holding
|
|
Waddell & Associates, LLC
|
Aug 06, 2024 Q2 2024 |
3,192
shares
|
$299,090
0.04% of portfolio
|
Q2 2024
Added 1.01%
|
|
Merriman Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
3,181
shares
|
$298,059
0.01% of portfolio
|
Q2 2024
Added 4.23%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,179
shares
|
$297,872
0.11% of portfolio
|
Q3 2023
Reduced 4.65%
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jul 11, 2024 Q2 2024 |
3,178
shares
|
$297,778
0.21% of portfolio
|
Q2 2024
Reduced 25.38%
|
|
Kathleen S. Wright Associates Inc.
|
Jul 17, 2024 Q2 2024 |
3,175
shares
|
$297,497
0.14% of portfolio
|
Q4 2023
Reduced 3.23%
|
|
Round Rock Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
3,162
shares
|
$296,279
0.08% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
Check Capital Management Inc
|
Jul 25, 2024 Q2 2024 |
3,160
shares
|
$296,092
0.01% of portfolio
|
Q2 2024
Reduced 5.95%
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
3,157
shares
|
$295,810
0.12% of portfolio
|
Q2 2024
New holding
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Aug 07, 2024 Q2 2024 |
3,156
shares
|
$295,717
0.07% of portfolio
|
Q2 2024
Reduced 28.79%
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2024 Q2 2024 |
3,155
shares
|
$295,623
0.05% of portfolio
|
Q1 2024
Added 6.62%
|
|
Greenhouse Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
3,154
shares
|
$295,529
0.23% of portfolio
|
Q1 2024
Added 0.19%
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2024 Q2 2024 |
3,154
shares
|
$295,529
0.09% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2024 Q2 2024 |
3,152
shares
|
$295,342
0.13% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jul 22, 2024 Q2 2024 |
3,150
shares
|
$295,155
0.18% of portfolio
|
Q2 2024
Added 4.69%
|
|
Advisory Resource Group
|
Jul 24, 2024 Q2 2024 |
3,147
shares
|
$294,873
0.08% of portfolio
|
Q2 2024
Added 0.77%
|
|
Evolution Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
3,146
shares
|
$294,780
0.06% of portfolio
|
Q2 2024
Reduced 38.45%
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Aug 09, 2024 Q2 2024 |
3,145
shares
|
$294,686
0.17% of portfolio
|
Q2 2024
Reduced 24.33%
|
|
Rede Wealth, LLC
|
Aug 02, 2024 Q2 2024 |
3,138
shares
|
$294,030
0.29% of portfolio
|
Q1 2024
Added 10.57%
|
|
Mc Lean Asset Management Corp
|
Jul 11, 2024 Q2 2024 |
3,132
shares
|
$293,468
0.1% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Somerset Trust CO
|
Jul 09, 2024 Q2 2024 |
3,128
shares
|
$293,093
0.13% of portfolio
|
Q2 2024
Added 1.92%
|
|
Eagle Capital Management LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,128
shares
|
$293,093
0.0% of portfolio
|
Q4 2023
New holding
|
|
Sonata Capital Group Inc
|
Jul 29, 2024 Q2 2024 |
3,122
shares
|
$292,531
0.16% of portfolio
|
Q2 2024
Reduced 6.3%
|