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 |
---|---|---|---|---|---|
Buckhead Capital Management LLC
|
Aug 07, 2024 Q2 2024 |
2,384
shares
|
$223,380
0.08% of portfolio
|
Q2 2024
Added 6.71%
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
2,383
shares
|
$223,287
0.02% of portfolio
|
Q2 2024
Reduced 50.4%
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 17, 2024 Q2 2024 |
2,380
shares
|
$223,006
0.19% of portfolio
|
Q2 2024
Added 23.32%
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Aug 05, 2024 Q2 2024 |
2,378
shares
|
$222,818
0.05% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2024 Q2 2024 |
2,375
shares
|
$222,537
0.12% of portfolio
|
Q2 2024
Added 4.26%
|
|
West Wealth Group, LLC
|
Aug 01, 2024 Q2 2024 |
2,368
shares
|
$221,881
0.08% of portfolio
|
Q2 2024
Added 3.54%
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Aug 01, 2024 Q2 2024 |
2,368
shares
|
$221,881
0.06% of portfolio
|
Q2 2024
Added 1.33%
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Jul 31, 2024 Q2 2024 |
2,368
shares
|
$221,881
0.12% of portfolio
|
Q2 2024
Reduced 11.87%
|
|
Ajo Vista, LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
2,368
shares
|
$221,881
0.68% of portfolio
|
Q4 2023
New holding
|
|
Ironwood Investment Management LLC
Boston, MA |
Aug 16, 2024 Q2 2024 |
2,357
shares
|
$220,850
0.13% of portfolio
|
Q1 2024
New holding
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2024 Q2 2024 |
2,357
shares
|
$220,850
0.09% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
Ivc Wealth Advisors LLC
|
Jul 16, 2024 Q2 2024 |
2,356
shares
|
$220,757
0.13% of portfolio
|
Q2 2024
Reduced 34.01%
|
|
Basso Capital Management, L.P.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
2,356
shares
|
$220,757
0.22% of portfolio
|
Q2 2024
Added 79.44%
|
|
Hilltop Wealth Advisors, LLC
|
Jul 03, 2024 Q2 2024 |
2,355
shares
|
$220,663
0.12% of portfolio
|
Q2 2024
Added 0.9%
|
|
Triton Wealth Management, Pllc
|
Aug 14, 2024 Q2 2024 |
2,353
shares
|
$220,476
0.14% of portfolio
|
Q1 2024
New holding
|
|
Fairhaven Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
2,350
shares
|
$220,195
0.08% of portfolio
|
Q2 2024
Added 1.6%
|
|
Pointe Capital Management LLC
|
Jul 12, 2024 Q2 2024 |
2,345
shares
|
$219,726
0.15% of portfolio
|
Q2 2024
Added 1.82%
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,344
shares
|
$219,632
0.06% of portfolio
|
Q2 2023
Added 183.43%
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2024 Q2 2024 |
2,341
shares
|
$219,351
0.05% of portfolio
|
Q2 2024
Added 3.4%
|
|
In Track Investment Management Inc
|
Jul 15, 2024 Q2 2024 |
2,337
shares
|
$218,976
0.17% of portfolio
|
Q2 2024
Reduced 9.31%
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2024 Q2 2024 |
2,333
shares
|
$218,602
0.15% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
Allen Capital Group, LLC
|
Aug 12, 2024 Q2 2024 |
2,331
shares
|
$218,414
0.03% of portfolio
|
Q2 2024
Added 0.69%
|
|
Austin Wealth Management, LLC
Austin, TX |
Jul 31, 2024 Q2 2024 |
2,328
shares
|
$218,133
0.05% of portfolio
|
Q2 2024
Reduced 14.47%
|
|
Alliance Wealth Management Group
Flemington, NJ |
Jul 12, 2024 Q2 2024 |
2,327
shares
|
$218,039
0.06% of portfolio
|
Q2 2024
Added 1.57%
|
|
Affinity Capital Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
2,325
shares
|
$217,852
0.05% of portfolio
|
Q2 2024
Added 5.87%
|