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 |
---|---|---|---|---|---|
Cap Partners, LLC
Franklin, TN |
Jul 19, 2024 Q2 2024 |
2,878
shares
|
$269,668
0.23% of portfolio
|
Q2 2024
Reduced 6.65%
|
|
Wulff, Hansen & Co.
|
Aug 14, 2024 Q2 2024 |
2,865
shares
|
$268,450
0.3% of portfolio
|
Q2 2024
Reduced 98.99%
|
|
Heartwood Wealth Advisors LLC
|
Jul 09, 2024 Q2 2024 |
2,863
shares
|
$268,263
0.03% of portfolio
|
Q2 2024
Added 32.73%
|
|
Towercrest Capital Management
Newtown, PA |
Aug 06, 2024 Q2 2024 |
2,856
shares
|
$267,607
0.05% of portfolio
|
Q2 2024
Added 0.42%
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
2,854
shares
|
$267,419
0.06% of portfolio
|
Q4 2022
Reduced 16.87%
|
|
Gries Financial LLC
Cleveland, OH |
Aug 02, 2024 Q2 2024 |
2,852
shares
|
$267,232
0.07% of portfolio
|
Q2 2024
Added 14.91%
|
|
Versant Capital Management, Inc
|
Jul 05, 2024 Q2 2024 |
2,844
shares
|
$266,482
0.07% of portfolio
|
Q2 2024
Added 12.54%
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Aug 12, 2024 Q2 2024 |
2,825
shares
|
$264,702
0.16% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 18, 2024 Q2 2024 |
2,823
shares
|
$264,515
0.22% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
Destiny Wealth Partners, LLC
|
Jul 25, 2024 Q2 2024 |
2,822
shares
|
$264,421
0.05% of portfolio
|
Q2 2024
Reduced 19.76%
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 14, 2024 Q2 2024 |
2,817
shares
|
$263,952
0.06% of portfolio
|
Q2 2024
Added 4.99%
|
|
Crescent Grove Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
2,809
shares
|
$263,203
0.03% of portfolio
|
Q2 2024
Reduced 5.48%
|
|
Latitude Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
2,808
shares
|
$263,109
0.2% of portfolio
|
Q2 2024
Added 7.09%
|
|
Cooper/Haims Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
2,807
shares
|
$263,015
0.16% of portfolio
|
Q2 2024
Added 0.36%
|
|
Dunhill Financial, LLC
London, X0 |
Aug 09, 2024 Q2 2024 |
2,806
shares
|
$262,922
0.17% of portfolio
|
Q2 2024
Added 758.1%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2024 Q2 2024 |
2,803
shares
|
$262,641
0.13% of portfolio
|
Q2 2024
Added 1.23%
|
|
Cmg Global Holdings, LLC
|
Aug 16, 2024 Q2 2024 |
2,802
shares
|
$262,547
0.19% of portfolio
|
Q1 2024
Added 0.39%
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
2,800
shares
|
$262,360
0.09% of portfolio
|
Q2 2024
Reduced 11.45%
|
|
Garner Asset Management Corp
|
Aug 12, 2024 Q2 2024 |
2,800
shares
|
$262,360
0.13% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 18, 2024 Q2 2024 |
2,797
shares
|
$262,078
0.14% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
2,793
shares
|
$261,704
0.04% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
Fusion Capital, LLC
|
Aug 06, 2024 Q2 2024 |
2,791
shares
|
$261,516
0.13% of portfolio
|
Q2 2024
Reduced 7.92%
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
2,781
shares
|
$260,579
0.21% of portfolio
|
Q2 2024
Reduced 28.31%
|
|
Tradewinds Capital Management, LLC
|
Jul 17, 2024 Q2 2024 |
2,780
shares
|
$260,486
0.08% of portfolio
|
Q2 2024
Added 0.22%
|
|
Hudock, Inc.
|
Aug 02, 2024 Q2 2024 |
2,778
shares
|
$260,298
0.05% of portfolio
|
Q1 2024
Added 2.55%
|