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 |
---|---|---|---|---|---|
Financial Management Professionals, Inc.
|
Jul 12, 2024 Q2 2024 |
950
shares
|
$89,015
0.01% of portfolio
|
Q2 2024
Added 38.28%
|
|
Moser Wealth Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
945
shares
|
$88,546
0.05% of portfolio
|
Q3 2022
Added 32.17%
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
940
shares
|
$88,078
0.02% of portfolio
|
Q3 2023
Reduced 5.15%
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
934
shares
|
$87,515
0.01% of portfolio
|
Q2 2024
New holding
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Jul 16, 2024 Q2 2024 |
933
shares
|
$87,422
0.5% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
Rosenberg Matthew Hamilton
|
Jul 26, 2024 Q2 2024 |
923
shares
|
$86,485
0.03% of portfolio
|
Q2 2024
Reduced 27.44%
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
922
shares
|
$86,391
0.06% of portfolio
|
Q1 2024
Reduced 30.26%
|
|
Aspire Private Capital, LLC
|
Jul 15, 2024 Q2 2024 |
902
shares
|
$84,517
0.02% of portfolio
|
Q1 2024
Added 83.71%
|
|
Ramirez Asset Management, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
900
shares
|
$84,330
0.02% of portfolio
|
Q2 2024
Added 12.5%
|
|
Ckw Financial Group
|
Aug 14, 2024 Q2 2024 |
895
shares
|
$83,861
0.01% of portfolio
|
Q3 2023
Reduced 15.57%
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
891
shares
|
$83,486
0.0% of portfolio
|
Q2 2024
Added 12.93%
|
|
Mizuho Securities Co. Ltd.
|
Jul 31, 2024 Q2 2024 |
890
shares
|
$83,393
0.22% of portfolio
|
Q2 2024
Reduced 42.58%
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
874
shares
|
$81,893
0.06% of portfolio
|
Q4 2023
New holding
|
|
Annapolis Financial Services, LLC
|
Jul 17, 2024 Q2 2024 |
872
shares
|
$81,706
0.03% of portfolio
|
Q1 2024
Reduced 4.18%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Aug 12, 2024 Q2 2024 |
870
shares
|
$81,519
0.07% of portfolio
|
Q2 2024
Reduced 5.74%
|
|
Hallmark Capital Management Inc
|
Aug 08, 2024 Q2 2024 |
846
shares
|
$79,270
0.01% of portfolio
|
Q2 2024
Added 160.31%
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 22, 2024 Q2 2024 |
837
shares
|
$78,426
0.05% of portfolio
|
Q1 2024
Added 510.95%
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 13, 2024 Q2 2024 |
832
shares
|
$77,958
0.08% of portfolio
|
Q1 2024
Added 31.65%
|
|
Chris Bulman Inc
Roseville, CA |
Aug 06, 2024 Q2 2024 |
822
shares
|
$77,021
0.06% of portfolio
|
Q2 2024
New holding
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
813
shares
|
$76,178
0.02% of portfolio
|
Q2 2024
Reduced 7.72%
|
|
Financial Connections Group, Inc.
|
Jul 26, 2024 Q2 2024 |
811
shares
|
$75,990
0.04% of portfolio
|
Q2 2024
New holding
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
809
shares
|
$75,803
0.04% of portfolio
|
Q2 2023
New holding
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 15, 2024 Q2 2024 |
807
shares
|
$75,615
0.06% of portfolio
|
Q1 2024
Added 0.25%
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 09, 2024 Q2 2024 |
802
shares
|
$75,147
0.0% of portfolio
|
Q1 2024
New holding
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
792
shares
|
$74,210
0.1% of portfolio
|
Q4 2022
Reduced 11.21%
|