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 |
---|---|---|---|---|---|
Alpha Family Trust
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
2,255
shares
|
$211,293
0.13% of portfolio
|
Q1 2024
New holding
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 14, 2024 Q2 2024 |
2,253
shares
|
$211,106
0.01% of portfolio
|
Q2 2024
Reduced 17.02%
|
|
S.A. Mason LLC
|
Jul 10, 2024 Q2 2024 |
2,251
shares
|
$210,918
0.13% of portfolio
|
Q3 2023
Added 9.75%
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
2,248
shares
|
$210,637
0.16% of portfolio
|
Q2 2024
Reduced 35.38%
|
|
1776 Wealth LLC
|
Aug 13, 2024 Q2 2024 |
2,244
shares
|
$210,262
0.1% of portfolio
|
Q2 2024
Added 9.25%
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
2,242
shares
|
$210,075
0.03% of portfolio
|
Q1 2024
Added 0.9%
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 25, 2024 Q2 2024 |
2,240
shares
|
$209,888
0.11% of portfolio
|
Q2 2024
Reduced 5.29%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,235
shares
|
$209,419
0.0% of portfolio
|
Q2 2024
Added 10.37%
|
|
Investment Advisory Group, LLC
|
Jul 31, 2024 Q2 2024 |
2,231
shares
|
$209,044
0.09% of portfolio
|
Q2 2024
Reduced 7.16%
|
|
Bank Of New Hampshire
|
Jul 01, 2024 Q2 2024 |
2,228
shares
|
$208,763
0.06% of portfolio
|
Q2 2024
Reduced 20.51%
|
|
Pennsylvania Capital Management Inc
|
Jul 12, 2024 Q2 2024 |
2,221
shares
|
$208,107
0.09% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
Karpus Management, Inc.
Pittsford, NY |
Aug 13, 2024 Q2 2024 |
2,215
shares
|
$207,545
0.01% of portfolio
|
Q1 2024
New holding
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 19, 2024 Q2 2024 |
2,215
shares
|
$207,545
0.12% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Aug 01, 2024 Q2 2024 |
2,209
shares
|
$206,983
0.17% of portfolio
|
Q1 2024
New holding
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Apr 21, 2023 Q1 2023 |
2,207
shares
|
$206,795
0.24% of portfolio
|
Q1 2023
New holding
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 12, 2024 Q2 2024 |
2,206
shares
|
$206,702
0.09% of portfolio
|
Q2 2024
Added 2.22%
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,204
shares
|
$206,514
0.03% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 18, 2024 Q2 2024 |
2,200
shares
|
$206,140
0.18% of portfolio
|
Q1 2024
New holding
|
|
Cardinal Strategic Wealth Guidance
|
Jul 22, 2024 Q2 2024 |
2,195
shares
|
$205,671
0.08% of portfolio
|
Q1 2024
Reduced 17.08%
|
|
Holland Advisory Services, Inc.
|
Jul 16, 2024 Q2 2024 |
2,194
shares
|
$205,577
0.27% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
Bristol John W & CO Inc
|
Aug 14, 2024 Q2 2024 |
2,192
shares
|
$205,390
0.0% of portfolio
|
Q2 2024
Reduced 37.59%
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 12, 2024 Q2 2024 |
2,192
shares
|
$205,390
0.06% of portfolio
|
Q2 2024
Reduced 8.63%
|
|
Liberty One Investment Management, LLC
|
Jul 22, 2024 Q2 2024 |
2,191
shares
|
$205,296
0.02% of portfolio
|
Q2 2024
Added 80.92%
|
|
Childress Capital Advisors, LLC
Houston, TX |
Aug 05, 2024 Q2 2024 |
2,187
shares
|
$204,921
0.06% of portfolio
|
Q2 2024
Reduced 15.59%
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Aug 14, 2024 Q2 2024 |
2,186
shares
|
$204,828
0.19% of portfolio
|
Q2 2024
New holding
|