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 |
---|---|---|---|---|---|
Five Oceans Advisors
|
Jul 10, 2024 Q2 2024 |
2,773
shares
|
$259,830
0.16% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
2,772
shares
|
$259,736
0.09% of portfolio
|
Q2 2024
New holding
|
|
Alera Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
2,769
shares
|
$259,455
0.03% of portfolio
|
Q2 2024
New holding
|
|
Trilogy Capital Inc.
|
Jul 22, 2024 Q2 2024 |
2,768
shares
|
$259,361
0.02% of portfolio
|
Q2 2024
New holding
|
|
Concorde Asset Management, LLC
|
Aug 12, 2024 Q2 2024 |
2,768
shares
|
$259,361
0.17% of portfolio
|
Q2 2024
Added 6.91%
|
|
Greatmark Investment Partners, Inc.
|
Aug 08, 2024 Q2 2024 |
2,762
shares
|
$258,799
0.04% of portfolio
|
Q1 2024
Added 0.73%
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
2,758
shares
|
$258,424
0.04% of portfolio
|
Q2 2024
Added 8.97%
|
|
Progressive Investment Management Corp
|
Aug 13, 2024 Q2 2024 |
2,757
shares
|
$258,330
0.07% of portfolio
|
Q4 2023
Reduced 2.27%
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Sep 09, 2024 Q2 2024 |
2,747
shares
|
$257,393
0.09% of portfolio
|
Q2 2024
New holding
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
2,746
shares
|
$257,300
0.04% of portfolio
|
Q3 2023
Reduced 17.59%
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 17, 2024 Q2 2024 |
2,736
shares
|
$256,363
0.03% of portfolio
|
Q2 2024
Reduced 44.91%
|
|
Compass Ion Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
2,733
shares
|
$256,082
0.04% of portfolio
|
Q1 2024
Reduced 9.8%
|
|
Strategic Advocates LLC
Logan, UT |
Jul 11, 2024 Q2 2024 |
2,731
shares
|
$255,894
0.11% of portfolio
|
Q2 2024
Reduced 36.18%
|
|
Vista Private Wealth Partners. LLC
|
Aug 05, 2024 Q2 2024 |
2,730
shares
|
$255,801
0.11% of portfolio
|
Q2 2024
Added 0.74%
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,729
shares
|
$255,707
0.19% of portfolio
|
Q4 2021
Reduced 2.33%
|
|
Tfg Advisers LLC
|
Jul 25, 2024 Q2 2024 |
2,725
shares
|
$255,332
0.11% of portfolio
|
Q2 2024
Reduced 5.15%
|
|
High Note Wealth, LLC
Deephaven, MN |
Aug 02, 2024 Q2 2024 |
2,725
shares
|
$255,332
0.08% of portfolio
|
Q2 2024
Added 0.15%
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2024 Q2 2024 |
2,724
shares
|
$255,238
0.02% of portfolio
|
Q2 2024
Added 56.64%
|
|
Encompass Wealth Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
2,717
shares
|
$254,582
0.1% of portfolio
|
Q2 2024
Reduced 66.47%
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 09, 2024 Q2 2024 |
2,715
shares
|
$254,395
0.17% of portfolio
|
Q2 2024
Added 47.39%
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Aug 01, 2024 Q2 2024 |
2,714
shares
|
$254,301
0.08% of portfolio
|
Q2 2024
Added 8.13%
|
|
Humankind Investments LLC
|
Aug 12, 2024 Q2 2024 |
2,705
shares
|
$253,458
0.07% of portfolio
|
Q2 2024
Reduced 65.62%
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Aug 07, 2024 Q2 2024 |
2,705
shares
|
$253,458
0.06% of portfolio
|
Q2 2024
Reduced 23.89%
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
2,705
shares
|
$253,458
0.08% of portfolio
|
Q4 2023
New holding
|
|
Wj Wealth Management, LLC
|
Aug 09, 2024 Q2 2024 |
2,700
shares
|
$252,990
0.1% of portfolio
|
Q2 2024
Reduced 6.9%
|