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 |
---|---|---|---|---|---|
Indie Asset Partners, LLC
Carmel, IN |
Aug 05, 2024 Q2 2024 |
2,184
shares
|
$204,640
0.18% of portfolio
|
Q2 2024
Added 11.94%
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 12, 2024 Q2 2024 |
2,181
shares
|
$204,359
0.07% of portfolio
|
Q1 2024
New holding
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Aug 07, 2024 Q2 2024 |
2,180
shares
|
$204,266
0.01% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
O'Keefe Stevens Advisory, Inc.
|
Jul 10, 2024 Q2 2024 |
2,174
shares
|
$203,703
0.08% of portfolio
|
Q1 2024
New holding
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
2,174
shares
|
$203,703
0.03% of portfolio
|
Q2 2024
New holding
|
|
Iron Financial, LLC
|
Jul 29, 2024 Q2 2024 |
2,171
shares
|
$203,422
0.12% of portfolio
|
Q2 2024
Added 29.92%
|
|
One Charles Private Wealth Services, LLC
|
Aug 14, 2024 Q2 2024 |
2,165
shares
|
$202,860
0.09% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
Ahl Investment Management, Inc.
|
Jul 15, 2024 Q2 2024 |
2,159
shares
|
$202,298
0.16% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
Monte Financial Group, LLC
|
Jul 22, 2024 Q2 2024 |
2,154
shares
|
$201,829
0.09% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
Firestone Capital Management
|
Aug 09, 2024 Q2 2024 |
2,154
shares
|
$201,829
0.06% of portfolio
|
Q1 2024
New holding
|
|
Flaharty Asset Management, LLC
|
Aug 01, 2024 Q2 2024 |
2,153
shares
|
$201,736
0.03% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
Summit Global Investments
Bountiful, UT |
Jul 22, 2024 Q2 2024 |
2,149
shares
|
$201,361
0.01% of portfolio
|
Q2 2024
Added 0.28%
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Aug 09, 2024 Q2 2024 |
2,146
shares
|
$201,080
0.06% of portfolio
|
Q2 2024
New holding
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
2,145
shares
|
$200,986
0.01% of portfolio
|
Q2 2024
Added 28.98%
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Aug 06, 2024 Q2 2024 |
2,143
shares
|
$200,799
0.08% of portfolio
|
Q2 2024
Added 14.17%
|
|
Rise Advisors, LLC
|
Jul 09, 2024 Q2 2024 |
2,142
shares
|
$200,705
0.11% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 29, 2024 Q2 2024 |
2,140
shares
|
$200,518
0.06% of portfolio
|
Q2 2024
Added 17.58%
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jul 16, 2024 Q2 2024 |
2,134
shares
|
$199,955
0.11% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 22, 2024 Q2 2024 |
2,134
shares
|
$199,955
0.21% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
Financial Council Asset Management Inc
|
Aug 12, 2024 Q2 2024 |
2,129
shares
|
$199,487
0.12% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
2,129
shares
|
$199,487
0.32% of portfolio
|
Q3 2022
Reduced 8.82%
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 14, 2024 Q2 2024 |
2,128
shares
|
$199,393
0.09% of portfolio
|
Q2 2024
Reduced 6.17%
|
|
Montz Harcus Wealth Management LLC
|
Jul 19, 2024 Q2 2024 |
2,126
shares
|
$199,206
0.14% of portfolio
|
Q2 2024
Reduced 6.47%
|
|
Camden National Bank
Camden, ME |
Aug 13, 2024 Q2 2024 |
2,124
shares
|
$199,018
0.03% of portfolio
|
Q2 2024
Added 5.99%
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
2,121
shares
|
$198,737
0.13% of portfolio
|
Q1 2024
New holding
|