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 |
---|---|---|---|---|---|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2024 Q2 2024 |
2,454
shares
|
$229,939
0.04% of portfolio
|
Q2 2024
Added 5.37%
|
|
Warren Street Wealth Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
2,453
shares
|
$229,846
0.12% of portfolio
|
Q2 2024
Added 9.75%
|
|
Ignite Planners, LLC
|
Jul 12, 2024 Q2 2024 |
2,451
shares
|
$229,658
0.06% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 02, 2024 Q2 2024 |
2,448
shares
|
$229,377
0.14% of portfolio
|
Q1 2024
New holding
|
|
Phraction Management LLC
Stamford, CT |
Aug 01, 2024 Q2 2024 |
2,447
shares
|
$229,283
0.1% of portfolio
|
Q4 2023
New holding
|
|
Chase Investment Counsel Corp
|
Aug 19, 2024 Q2 2024 |
2,446
shares
|
$229,190
0.09% of portfolio
|
Q4 2023
New holding
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
2,445
shares
|
$229,096
0.12% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
Rational Advisors LLC
Huntington, NY |
Jul 25, 2024 Q2 2024 |
2,444
shares
|
$229,002
0.03% of portfolio
|
Q2 2024
Added 154.58%
|
|
Rda Financial Network
|
Jul 10, 2024 Q2 2024 |
2,441
shares
|
$228,721
0.08% of portfolio
|
Q2 2024
Reduced 5.64%
|
|
C2 C Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
2,432
shares
|
$227,878
0.24% of portfolio
|
Q1 2024
Reduced 52.18%
|
|
First Citizens Financial Corp
|
Jul 17, 2024 Q2 2024 |
2,430
shares
|
$227,691
0.14% of portfolio
|
Q1 2024
Added 1.59%
|
|
Element Wealth, LLC
|
Aug 08, 2024 Q2 2024 |
2,428
shares
|
$227,503
0.14% of portfolio
|
Q2 2024
Added 4.39%
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 19, 2024 Q2 2024 |
2,426
shares
|
$227,316
0.21% of portfolio
|
Q2 2024
Reduced 12.61%
|
|
Centerpoint Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
2,425
shares
|
$227,222
0.09% of portfolio
|
Q2 2024
Added 3.41%
|
|
Rempart Asset Management Inc.
Montreal, Z4 |
Jul 05, 2024 Q2 2024 |
2,425
shares
|
$227,222
0.05% of portfolio
|
Q1 2024
Reduced 95.86%
|
|
Cutter & CO Brokerage, Inc.
|
Jul 31, 2024 Q2 2024 |
2,420
shares
|
$226,754
0.06% of portfolio
|
Q2 2024
Reduced 6.35%
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
2,418
shares
|
$226,566
1.42% of portfolio
|
Q3 2022
Reduced 91.28%
|
|
Baker Avenue Asset Management, LP
|
Aug 07, 2024 Q2 2024 |
2,406
shares
|
$225,442
0.01% of portfolio
|
Q2 2024
Reduced 9.65%
|
|
Asset Management Resources, LLC
|
Jan 24, 2024 Q4 2023 |
2,405
shares
|
$225,348
0.13% of portfolio
|
Q4 2023
Reduced 10.66%
|
|
Montis Financial, LLC
|
Aug 07, 2024 Q2 2024 |
2,403
shares
|
$225,161
0.11% of portfolio
|
Q2 2024
Reduced 12.36%
|
|
Mad River Investors
|
Aug 02, 2024 Q2 2024 |
2,400
shares
|
$224,880
0.16% of portfolio
|
Q4 2023
New holding
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 12, 2024 Q2 2024 |
2,400
shares
|
$224,880
0.09% of portfolio
|
Q2 2024
Added 20.0%
|
|
New Insight Wealth Advisors
San Ramon, CA |
Aug 15, 2024 Q2 2024 |
2,398
shares
|
$224,692
0.14% of portfolio
|
Q2 2024
Added 1.31%
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
2,392
shares
|
$224,130
0.05% of portfolio
|
Q4 2023
Reduced 8.0%
|
|
Deseret Mutual Benefit Administrators
|
Aug 02, 2024 Q2 2024 |
2,386
shares
|
$223,568
0.11% of portfolio
|
Q1 2024
Added 3.29%
|