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 |
---|---|---|---|---|---|
Wr Wealth Planners, LLC
Columbia, MO |
Jul 31, 2024 Q2 2024 |
1,517
shares
|
$142,142
0.05% of portfolio
|
Q3 2023
Added 17.14%
|
|
Paradigm Asset Management CO LLC
|
Aug 12, 2024 Q2 2024 |
1,500
shares
|
$140,550
0.06% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 26, 2024 Q2 2024 |
1,500
shares
|
$140,550
0.1% of portfolio
|
Q1 2024
Reduced 6.37%
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Aug 07, 2024 Q2 2024 |
1,471
shares
|
$137,832
0.08% of portfolio
|
Q1 2024
Added 7.45%
|
|
Compass Wealth Management LLC
Guilford, CT |
Jul 16, 2024 Q2 2024 |
1,465
shares
|
$137,270
0.04% of portfolio
|
Q2 2024
Added 6.55%
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,460
shares
|
$136,802
0.03% of portfolio
|
Q2 2023
Added 0.69%
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 24, 2024 Q2 2024 |
1,451
shares
|
$135,958
0.08% of portfolio
|
Q2 2024
Reduced 81.66%
|
|
Tower View Investment Management & Research LLC
|
Jul 26, 2024 Q2 2024 |
1,435
shares
|
$134,459
0.09% of portfolio
|
Q3 2023
New holding
|
|
Prairie View Partners, LLC
|
Aug 01, 2024 Q2 2024 |
1,414
shares
|
$132,491
0.02% of portfolio
|
Q2 2024
Added 1.0%
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2024 Q2 2024 |
1,412
shares
|
$132,304
0.05% of portfolio
|
Q2 2024
Added 3.52%
|
|
Cranbrook Wealth Management, LLC
|
Aug 09, 2024 Q2 2024 |
1,408
shares
|
$131,929
0.03% of portfolio
|
Q2 2024
Added 109.21%
|
|
High Mark Wealth Management LLC
|
Jul 29, 2024 Q2 2024 |
1,395
shares
|
$130,711
0.08% of portfolio
|
Q2 2024
Added 1.31%
|
|
Riverview Trust CO
|
Jul 16, 2024 Q2 2024 |
1,357
shares
|
$127,150
0.13% of portfolio
|
Q1 2024
New holding
|
|
Iag Wealth Partners, LLC
|
Jul 16, 2024 Q2 2024 |
1,308
shares
|
$122,559
0.03% of portfolio
|
Q2 2024
Reduced 10.35%
|
|
Morton Brown Family Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
1,289
shares
|
$120,779
0.05% of portfolio
|
Q1 2024
Reduced 19.44%
|
|
Founders Capital Management
|
Jul 10, 2024 Q2 2024 |
1,288
shares
|
$120,685
0.08% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jul 25, 2024 Q2 2024 |
1,282
shares
|
$120,123
0.04% of portfolio
|
Q2 2024
Added 0.63%
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,268
shares
|
$118,811
0.03% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
Riggs Asset Managment Co. Inc.
|
Jul 29, 2024 Q2 2024 |
1,251
shares
|
$117,218
0.04% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
1,241
shares
|
$116,281
0.03% of portfolio
|
Q2 2024
Reduced 20.91%
|
|
Maryland Capital Advisors Inc.
|
Jul 25, 2024 Q2 2024 |
1,216
shares
|
$113,939
0.07% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
Pacific Capital Wealth Advisors, Inc
|
Aug 06, 2024 Q2 2024 |
1,196
shares
|
$112,065
0.02% of portfolio
|
Q2 2024
Added 2.57%
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
1,175
shares
|
$110,097
0.03% of portfolio
|
Q2 2024
Reduced 3.21%
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,159
shares
|
$108,598
0.09% of portfolio
|
Q4 2022
Added 52.7%
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,138
shares
|
$106,630
0.12% of portfolio
|
Q3 2022
Reduced 88.37%
|