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 |
---|---|---|---|---|---|
Kearns & Associates LLC
|
Aug 01, 2024 Q2 2024 |
3,020
shares
|
$282,974
0.22% of portfolio
|
Q3 2023
Added 20.8%
|
|
Marathon Capital Management
Hunt Valley, MD |
Aug 14, 2024 Q2 2024 |
3,013
shares
|
$282,318
0.08% of portfolio
|
Q2 2024
Added 3.43%
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2024 Q2 2024 |
3,007
shares
|
$281,755
0.07% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 24, 2024 Q2 2024 |
3,000
shares
|
$281,100
0.07% of portfolio
|
Q2 2024
Added 17.55%
|
|
Dagco, Inc.
|
Aug 14, 2024 Q2 2024 |
3,000
shares
|
$281,100
0.13% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 16, 2024 Q2 2024 |
3,000
shares
|
$281,100
0.14% of portfolio
|
Q1 2024
Reduced 10.9%
|
|
Price Jennifer C.
New York, NY |
Aug 14, 2024 Q2 2024 |
3,000
shares
|
$281,100
0.49% of portfolio
|
Q1 2024
Added 50.0%
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Jul 29, 2024 Q2 2024 |
2,995
shares
|
$280,631
0.17% of portfolio
|
Q2 2024
Reduced 6.84%
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 12, 2024 Q2 2024 |
2,991
shares
|
$280,256
0.15% of portfolio
|
Q2 2024
New holding
|
|
Trust CO Of The South
Greensboro, NC |
Jul 02, 2024 Q2 2024 |
2,991
shares
|
$280,256
0.07% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
Mcrae Capital Management Inc
|
Jul 24, 2024 Q2 2024 |
2,985
shares
|
$279,694
0.07% of portfolio
|
Q4 2023
Reduced 7.73%
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2024 Q2 2024 |
2,985
shares
|
$279,694
0.22% of portfolio
|
Q2 2024
Added 4.77%
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,963
shares
|
$277,633
0.03% of portfolio
|
Q2 2024
Added 0.03%
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2024 Q2 2024 |
2,948
shares
|
$276,227
0.03% of portfolio
|
Q2 2024
Reduced 53.65%
|
|
Acropolis Investment Management, LLC
|
Jul 16, 2024 Q2 2024 |
2,943
shares
|
$275,759
0.02% of portfolio
|
Q2 2024
Added 3.44%
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 31, 2024 Q2 2024 |
2,934
shares
|
$274,915
0.06% of portfolio
|
Q2 2024
Added 3.02%
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 08, 2024 Q2 2024 |
2,917
shares
|
$273,322
0.09% of portfolio
|
Q1 2024
Added 2.46%
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 12, 2024 Q2 2024 |
2,912
shares
|
$272,854
0.01% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
Uma Financial Services, Inc.
|
Jul 17, 2024 Q2 2024 |
2,910
shares
|
$272,667
0.06% of portfolio
|
Q2 2024
Reduced 4.9%
|
|
Clearwater Capital Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
2,895
shares
|
$271,261
0.03% of portfolio
|
Q2 2024
Added 21.43%
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2024 Q2 2024 |
2,894
shares
|
$271,167
0.14% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 11, 2024 Q2 2024 |
2,885
shares
|
$270,324
0.05% of portfolio
|
Q2 2024
Added 4.26%
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
2,884
shares
|
$270,230
0.07% of portfolio
|
Q2 2024
Added 2.96%
|
|
Pathway Financial Advisors LLC
|
Jul 24, 2024 Q2 2024 |
2,883
shares
|
$270,137
0.08% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
2,882
shares
|
$270,043
0.04% of portfolio
|
Q2 2024
Reduced 96.48%
|