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 |
---|---|---|---|---|---|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 25, 2024 Q2 2024 |
2,696
shares
|
$252,615
0.1% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
Facet Wealth, Inc.
|
Jul 31, 2024 Q2 2024 |
2,689
shares
|
$251,959
0.01% of portfolio
|
Q2 2024
New holding
|
|
Twinbeech Capital LP
Purchase, NY |
Aug 14, 2024 Q2 2024 |
2,687
shares
|
$251,771
0.01% of portfolio
|
Q2 2024
New holding
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,677
shares
|
$250,834
0.19% of portfolio
|
Q2 2023
Reduced 24.82%
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Jul 26, 2024 Q2 2024 |
2,675
shares
|
$250,647
0.1% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Jul 31, 2024 Q2 2024 |
2,675
shares
|
$250,647
0.03% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
Dorval Corp
Maple Grove, MN |
Aug 01, 2024 Q2 2024 |
2,671
shares
|
$250,272
0.12% of portfolio
|
Q1 2024
Reduced 37.12%
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 12, 2024 Q2 2024 |
2,670
shares
|
$250,179
0.05% of portfolio
|
Q2 2024
Reduced 10.22%
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Aug 01, 2024 Q2 2024 |
2,666
shares
|
$249,804
0.15% of portfolio
|
Q2 2024
Reduced 6.32%
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jul 30, 2024 Q2 2024 |
2,662
shares
|
$249,429
0.05% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 08, 2024 Q2 2024 |
2,661
shares
|
$249,335
0.19% of portfolio
|
Q2 2024
Reduced 27.02%
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
2,656
shares
|
$248,867
0.18% of portfolio
|
Q2 2024
Added 0.87%
|
|
Sea Bridge Investment Advisors LLC
|
Jul 31, 2024 Q2 2024 |
2,655
shares
|
$248,773
0.07% of portfolio
|
Q1 2024
Reduced 12.52%
|
|
Wealth Care Investment Partners, LLC
|
Jul 18, 2024 Q2 2024 |
2,654
shares
|
$248,679
0.13% of portfolio
|
Q2 2024
Added 3.59%
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
2,651
shares
|
$248,398
0.24% of portfolio
|
Q4 2023
Reduced 6.52%
|
|
Investmark Advisory Group LLC
|
Aug 14, 2024 Q2 2024 |
2,650
shares
|
$248,305
0.14% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Avenir Corp
Washington, DC |
Aug 14, 2024 Q2 2024 |
2,646
shares
|
$247,930
0.03% of portfolio
|
Q2 2024
Reduced 5.03%
|
|
Dixon Fnancial Services, Inc.
|
Jul 16, 2024 Q2 2024 |
2,638
shares
|
$247,180
0.15% of portfolio
|
Q1 2024
Added 0.11%
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 18, 2024 Q2 2024 |
2,636
shares
|
$246,993
0.07% of portfolio
|
Q2 2024
Added 3.41%
|
|
Vestor Capital, LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
2,632
shares
|
$246,618
0.02% of portfolio
|
Q2 2024
Reduced 95.38%
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Jul 31, 2024 Q2 2024 |
2,627
shares
|
$246,149
0.11% of portfolio
|
Q2 2024
Added 5.0%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
2,621
shares
|
$245,587
0.19% of portfolio
|
Q1 2024
Reduced 3.25%
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jul 22, 2024 Q2 2024 |
2,615
shares
|
$245,025
0.15% of portfolio
|
Q2 2024
Added 10.57%
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 12, 2024 Q2 2024 |
2,615
shares
|
$245,025
0.06% of portfolio
|
Q1 2024
Added 11.47%
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2024 Q2 2024 |
2,614
shares
|
$244,931
0.02% of portfolio
|
Q2 2024
Added 0.54%
|