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 |
---|---|---|---|---|---|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
2,610
shares
|
$244,557
0.22% of portfolio
|
Q1 2023
New holding
|
|
Archetype Wealth Partners
Houston, TX |
Aug 15, 2024 Q2 2024 |
2,605
shares
|
$244,088
0.04% of portfolio
|
Q2 2024
Reduced 36.07%
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 19, 2024 Q2 2024 |
2,601
shares
|
$243,713
0.08% of portfolio
|
Q1 2024
Reduced 2.47%
|
|
Cyrus J. Lawrence, LLC
|
Aug 13, 2024 Q2 2024 |
2,600
shares
|
$243,620
0.05% of portfolio
|
Q2 2024
Added 7.66%
|
|
Roman Butler Fullerton & CO
|
Jul 15, 2024 Q2 2024 |
2,599
shares
|
$243,526
0.09% of portfolio
|
Q2 2024
Reduced 29.03%
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 19, 2024 Q2 2024 |
2,594
shares
|
$243,057
0.2% of portfolio
|
Q2 2024
Added 2.98%
|
|
Invictus Private Wealth, LLC
Denver, CO |
Aug 02, 2024 Q2 2024 |
2,590
shares
|
$242,683
0.02% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
Bfsg, LLC
|
Jul 29, 2024 Q2 2024 |
2,588
shares
|
$242,495
0.03% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
Platte River Wealth Advisors, LLC
|
Jul 19, 2024 Q2 2024 |
2,583
shares
|
$242,027
0.07% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
Gpm Growth Investors, Inc.
|
Aug 02, 2024 Q2 2024 |
2,577
shares
|
$241,464
0.11% of portfolio
|
Q2 2024
New holding
|
|
Zions Bancorporation, N.A.
|
Aug 08, 2024 Q2 2024 |
2,574
shares
|
$241,183
0.02% of portfolio
|
Q2 2024
Reduced 15.55%
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 30, 2024 Q2 2024 |
2,574
shares
|
$241,183
0.13% of portfolio
|
Q2 2024
Added 22.28%
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
2,566
shares
|
$240,434
0.07% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
Northwest Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
2,557
shares
|
$239,590
0.07% of portfolio
|
Q2 2024
Added 3.19%
|
|
Capital Cs Group, LLC
|
Jul 12, 2024 Q2 2024 |
2,553
shares
|
$239,216
0.14% of portfolio
|
Q2 2024
Added 4.93%
|
|
Calton & Associates, Inc.
|
Jul 19, 2024 Q2 2024 |
2,548
shares
|
$238,747
0.13% of portfolio
|
Q2 2024
Reduced 3.81%
|
|
West Oak Capital, LLC
|
Jul 24, 2024 Q2 2024 |
2,546
shares
|
$238,560
0.14% of portfolio
|
Q2 2024
Added 2.0%
|
|
West Bancorporation Inc
|
Jul 26, 2024 Q2 2024 |
2,542
shares
|
$238,185
0.19% of portfolio
|
Q2 2024
Reduced 16.27%
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 14, 2024 Q2 2024 |
2,541
shares
|
$238,091
0.05% of portfolio
|
Q2 2024
New holding
|
|
East Coast Asset Management, Llc.
Essex, MA |
Aug 14, 2024 Q2 2024 |
2,538
shares
|
$237,810
0.1% of portfolio
|
Q4 2023
Reduced 3.79%
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 05, 2024 Q2 2024 |
2,535
shares
|
$237,529
0.19% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
Brandywine Oak Private Wealth LLC
|
Jul 30, 2024 Q2 2024 |
2,534
shares
|
$237,435
0.03% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
Advisors Management Group Inc
|
Jul 31, 2024 Q2 2024 |
2,530
shares
|
$237,061
0.06% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
Element Pointe Advisors, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
2,527
shares
|
$236,779
0.06% of portfolio
|
Q4 2023
Added 3.09%
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 02, 2024 Q2 2024 |
2,523
shares
|
$236,405
0.29% of portfolio
|
Q2 2024
Reduced 0.16%
|