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 |
---|---|---|---|---|---|
Gould Asset Management LLC
Claremont, CA |
Aug 05, 2024 Q2 2024 |
2,520
shares
|
$236,124
0.06% of portfolio
|
Q2 2022
Reduced 2.89%
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jul 17, 2024 Q2 2024 |
2,514
shares
|
$235,561
0.12% of portfolio
|
Q4 2022
New holding
|
|
Ade, LLC
|
Jul 19, 2024 Q2 2024 |
2,509
shares
|
$235,093
0.17% of portfolio
|
Q2 2024
Added 4.59%
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
2,509
shares
|
$235,093
0.07% of portfolio
|
Q3 2022
Reduced 13.57%
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 16, 2024 Q2 2024 |
2,509
shares
|
$235,093
0.11% of portfolio
|
Q2 2024
Added 5.73%
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 31, 2024 Q2 2024 |
2,508
shares
|
$234,999
0.14% of portfolio
|
Q2 2024
Reduced 20.03%
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
2,500
shares
|
$234,250
0.26% of portfolio
|
Q2 2022
New holding
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Jul 29, 2024 Q2 2024 |
2,500
shares
|
$234,250
0.04% of portfolio
|
Q3 2023
New holding
|
|
Ping Capital Management, Inc.
New York, NY |
Aug 07, 2024 Q2 2024 |
2,500
shares
|
$234,250
0.08% of portfolio
|
Q2 2024
New holding
|
|
Miramar Capital, LLC
|
Aug 12, 2024 Q2 2024 |
2,497
shares
|
$233,968
0.06% of portfolio
|
Q2 2024
Reduced 7.42%
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 12, 2024 Q2 2024 |
2,497
shares
|
$233,968
0.09% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
2,496
shares
|
$233,875
0.33% of portfolio
|
Q2 2022
Reduced 82.71%
|
|
Brookmont Capital Management
Dallas, TX |
Jul 17, 2024 Q2 2024 |
2,494
shares
|
$233,687
0.14% of portfolio
|
Q1 2024
New holding
|
|
Kesler, Norman & Wride, LLC
|
Jul 23, 2024 Q2 2024 |
2,491
shares
|
$233,406
0.05% of portfolio
|
Q2 2024
Reduced 4.27%
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 22, 2024 Q2 2024 |
2,487
shares
|
$233,031
0.04% of portfolio
|
Q2 2024
New holding
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Aug 02, 2024 Q2 2024 |
2,479
shares
|
$232,282
0.09% of portfolio
|
Q2 2024
New holding
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Aug 29, 2024 Q2 2024 |
2,476
shares
|
$232,001
0.09% of portfolio
|
Q2 2024
Reduced 35.13%
|
|
Nichols & Pratt Advisers LLP
|
Jul 25, 2024 Q2 2024 |
2,474
shares
|
$231,813
0.02% of portfolio
|
Q2 2024
Reduced 37.84%
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 30, 2024 Q2 2024 |
2,473
shares
|
$231,720
0.06% of portfolio
|
Q2 2024
Reduced 6.78%
|
|
Greenup Street Wealth Management LLC
|
Jul 22, 2024 Q2 2024 |
2,473
shares
|
$231,720
0.06% of portfolio
|
Q2 2024
Reduced 94.16%
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
2,466
shares
|
$231,064
0.06% of portfolio
|
Q2 2024
Added 0.61%
|
|
Analyst Ims Investment Management Services Ltd.
|
Aug 12, 2024 Q2 2024 |
2,464
shares
|
$230,876
0.01% of portfolio
|
Q2 2024
New holding
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 08, 2024 Q2 2024 |
2,460
shares
|
$230,502
0.1% of portfolio
|
Q2 2024
Reduced 15.38%
|
|
Spc Financial, Inc.
|
Aug 21, 2024 Q2 2024 |
2,459
shares
|
$230,408
0.02% of portfolio
|
Q1 2024
Added 0.61%
|
|
Family Firm, Inc.
|
Jul 24, 2024 Q2 2024 |
2,457
shares
|
$230,220
0.03% of portfolio
|
Q2 2024
Added 0.49%
|