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 |
---|---|---|---|---|---|
Martingale Asset Management L P
Boston, MA |
Aug 12, 2024 Q2 2024 |
3,105
shares
|
$290,938
0.01% of portfolio
|
Q2 2024
New holding
|
|
Saxon Interests, Inc.
|
Jul 18, 2024 Q2 2024 |
3,092
shares
|
$289,720
0.15% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Aug 14, 2024 Q2 2024 |
3,088
shares
|
$289,345
0.02% of portfolio
|
Q2 2024
Reduced 11.8%
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 18, 2024 Q2 2024 |
3,088
shares
|
$289,345
0.25% of portfolio
|
Q1 2024
Reduced 0.61%
|
|
First Bank & Trust
|
Jul 09, 2024 Q2 2024 |
3,083
shares
|
$288,877
0.06% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Jul 30, 2024 Q2 2024 |
3,081
shares
|
$288,689
0.24% of portfolio
|
Q2 2024
Reduced 7.62%
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 15, 2024 Q2 2024 |
3,080
shares
|
$288,596
0.09% of portfolio
|
Q2 2024
Reduced 5.52%
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 13, 2024 Q2 2024 |
3,077
shares
|
$288,314
0.21% of portfolio
|
Q2 2024
Added 22.01%
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 12, 2024 Q2 2024 |
3,075
shares
|
$288,127
0.13% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 30, 2024 Q2 2024 |
3,074
shares
|
$288,033
0.04% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
Accurate Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
3,072
shares
|
$287,846
0.07% of portfolio
|
Q2 2024
Reduced 12.25%
|
|
Garrett Wealth Advisory Group, LLC
|
Jul 19, 2024 Q2 2024 |
3,070
shares
|
$287,659
0.11% of portfolio
|
Q2 2024
New holding
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 13, 2024 Q2 2024 |
3,070
shares
|
$287,659
0.08% of portfolio
|
Q2 2024
Reduced 5.65%
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 16, 2024 Q2 2024 |
3,069
shares
|
$287,565
0.09% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
Falcon Wealth Planning
|
Jul 16, 2024 Q2 2024 |
3,056
shares
|
$286,347
0.04% of portfolio
|
Q2 2024
Added 4.3%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
3,051
shares
|
$285,878
0.03% of portfolio
|
Q2 2024
Added 9.24%
|
|
Fairfield, Bush & Co.
Darien, CT |
Aug 15, 2024 Q2 2024 |
3,050
shares
|
$285,785
0.18% of portfolio
|
Q2 2024
Added 18.58%
|
|
Sns Financial Group, LLC
|
Jul 25, 2024 Q2 2024 |
3,047
shares
|
$285,503
0.03% of portfolio
|
Q2 2024
Reduced 9.53%
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 17, 2024 Q2 2024 |
3,045
shares
|
$285,316
0.06% of portfolio
|
Q2 2024
Added 56.47%
|
|
Cfo4 Life Group, LLC
|
Jul 31, 2024 Q2 2024 |
3,041
shares
|
$284,941
0.06% of portfolio
|
Q2 2024
Reduced 8.82%
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 24, 2024 Q2 2024 |
3,040
shares
|
$284,848
0.03% of portfolio
|
Q2 2024
Added 16.79%
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 24, 2024 Q2 2024 |
3,032
shares
|
$284,098
0.12% of portfolio
|
Q1 2024
Added 0.33%
|
|
Keudell
|
Jul 16, 2024 Q2 2024 |
3,031
shares
|
$284,004
0.09% of portfolio
|
Q2 2024
Added 1.2%
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
3,023
shares
|
$283,255
0.66% of portfolio
|
Q2 2022
Reduced 2.1%
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Aug 09, 2024 Q2 2024 |
3,022
shares
|
$283,161
0.11% of portfolio
|
Q2 2024
Added 2.72%
|