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 |
---|---|---|---|---|---|
Jacobsen Capital Management
|
Jul 23, 2024 Q2 2024 |
2,321
shares
|
$217,477
0.1% of portfolio
|
Q2 2024
Reduced 21.59%
|
|
Francis Financial, Inc.
New York, NY |
Jul 12, 2024 Q2 2024 |
2,318
shares
|
$217,196
0.08% of portfolio
|
Q2 2024
Reduced 26.95%
|
|
Encompass More Asset Management
Danville, CA |
Jul 26, 2024 Q2 2024 |
2,317
shares
|
$217,102
0.16% of portfolio
|
Q2 2024
Added 11.39%
|
|
Concord Wealth Partners
|
Jul 31, 2024 Q2 2024 |
2,312
shares
|
$216,634
0.04% of portfolio
|
Q2 2024
Reduced 31.82%
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 15, 2024 Q2 2024 |
2,308
shares
|
$216,259
0.06% of portfolio
|
Q2 2024
Added 0.13%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
2,307
shares
|
$216,165
0.0% of portfolio
|
Q2 2024
New holding
|
|
Morling Financial Advisors, LLC
|
Aug 07, 2024 Q2 2024 |
2,306
shares
|
$216,072
0.1% of portfolio
|
Q2 2024
Added 8.72%
|
|
Long Run Wealth Advisors, LLC
|
Jul 19, 2024 Q2 2024 |
2,304
shares
|
$215,884
0.06% of portfolio
|
Q2 2024
Added 4.54%
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Aug 13, 2024 Q2 2024 |
2,300
shares
|
$215,510
0.05% of portfolio
|
Q2 2024
Reduced 96.88%
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
2,292
shares
|
$214,760
0.01% of portfolio
|
Q2 2024
Reduced 6.53%
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2024 Q2 2024 |
2,285
shares
|
$214,104
0.01% of portfolio
|
Q2 2024
Added 6.23%
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jul 10, 2024 Q2 2024 |
2,284
shares
|
$214,010
0.37% of portfolio
|
Q1 2024
Reduced 44.12%
|
|
Truepoint, Inc.
|
Aug 05, 2024 Q2 2024 |
2,283
shares
|
$213,917
0.01% of portfolio
|
Q2 2024
Added 4.53%
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 30, 2024 Q2 2024 |
2,283
shares
|
$213,917
0.11% of portfolio
|
Q2 2024
Reduced 2.56%
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 10, 2024 Q2 2024 |
2,282
shares
|
$213,823
0.09% of portfolio
|
Q2 2024
Reduced 5.86%
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 09, 2024 Q2 2024 |
2,281
shares
|
$213,729
0.16% of portfolio
|
Q2 2024
Reduced 11.93%
|
|
Dt Investment Partners, LLC
|
Jul 24, 2024 Q2 2024 |
2,280
shares
|
$213,636
0.02% of portfolio
|
Q2 2024
Added 54.05%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 16, 2024 Q2 2024 |
2,278
shares
|
$213,448
0.05% of portfolio
|
Q2 2024
Added 0.13%
|
|
Royal Fund Management, LLC
|
Jul 18, 2024 Q2 2024 |
2,273
shares
|
$212,980
0.02% of portfolio
|
Q2 2024
Reduced 52.67%
|
|
Westshore Wealth, LLC
|
Feb 15, 2024 Q4 2023 |
2,269
shares
|
$212,605
0.09% of portfolio
|
Q4 2023
New holding
|
|
Maltin Wealth Management, Inc.
|
Jul 12, 2024 Q2 2024 |
2,267
shares
|
$212,417
0.14% of portfolio
|
Q2 2024
Added 1.21%
|
|
Traynor Capital Management, Inc.
|
Jul 24, 2024 Q2 2024 |
2,263
shares
|
$212,043
0.02% of portfolio
|
Q2 2024
Reduced 14.47%
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 19, 2024 Q2 2024 |
2,262
shares
|
$211,949
0.08% of portfolio
|
Q2 2024
Reduced 27.98%
|
|
Morris Financial Concepts, Inc.
|
Jul 29, 2024 Q2 2024 |
2,256
shares
|
$211,387
0.11% of portfolio
|
Q2 2024
Added 3.68%
|
|
Bellecapital International Ltd.
|
Jul 19, 2024 Q2 2024 |
2,255
shares
|
$211,293
0.05% of portfolio
|
Q4 2023
New holding
|