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 |
---|---|---|---|---|---|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
578
shares
|
$54,158
0.03% of portfolio
|
Q4 2023
New holding
|
|
Ncp Inc.
La Quinta, CA |
Aug 30, 2024 Q2 2024 |
569
shares
|
$53,315
0.04% of portfolio
|
Q1 2024
Reduced 17.57%
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
568
shares
|
$53,221
0.05% of portfolio
|
Q2 2024
Reduced 37.99%
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
557
shares
|
$52,190
0.02% of portfolio
|
Q2 2024
Added 148.66%
|
|
Western Pacific Wealth Management, LP
|
Aug 14, 2024 Q2 2024 |
552
shares
|
$51,722
0.04% of portfolio
|
Q2 2024
Reduced 67.85%
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Sep 06, 2024 Q2 2024 |
551
shares
|
$51,628
0.04% of portfolio
|
Q1 2024
Added 3.77%
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
549
shares
|
$51,441
0.03% of portfolio
|
Q1 2024
Reduced 5.99%
|
|
Pacifica Partners Inc.
|
Jul 11, 2024 Q2 2024 |
542
shares
|
$50,785
0.02% of portfolio
|
Q2 2024
Reduced 35.09%
|
|
America First Investment Advisors, LLC
|
Aug 07, 2024 Q2 2024 |
540
shares
|
$50,598
0.01% of portfolio
|
Q2 2024
Reduced 6.9%
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 18, 2024 Q2 2024 |
539
shares
|
$50,504
0.04% of portfolio
|
Q2 2024
Reduced 20.27%
|
|
Deane Retirement Strategies, Inc.
|
Jul 08, 2024 Q2 2024 |
536
shares
|
$50,223
0.03% of portfolio
|
Q2 2023
Reduced 97.0%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
522
shares
|
$48,911
0.03% of portfolio
|
Q1 2023
New holding
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
517
shares
|
$48,442
0.03% of portfolio
|
Q2 2024
Added 40.87%
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jul 29, 2024 Q2 2024 |
516
shares
|
$48,349
0.03% of portfolio
|
Q2 2024
Reduced 17.97%
|
|
Goal Vest Advisory LLC
|
Jul 30, 2024 Q2 2024 |
507
shares
|
$47,505
0.02% of portfolio
|
Q2 2024
Reduced 27.26%
|
|
Pfg Private Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
504
shares
|
$47,224
0.03% of portfolio
|
Q2 2024
Added 22.33%
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
504
shares
|
$47,224
0.03% of portfolio
|
Q2 2024
Reduced 60.41%
|
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
Jul 29, 2024 Q2 2024 |
485
shares
|
$45,444
0.03% of portfolio
|
Q2 2024
Reduced 94.43%
|
|
Tributary Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
476
shares
|
$44,601
0.0% of portfolio
|
Q2 2024
Reduced 4.99%
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 23, 2024 Q2 2024 |
475
shares
|
$44,507
0.04% of portfolio
|
Q1 2024
Added 0.21%
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jul 25, 2024 Q2 2024 |
473
shares
|
$44,320
0.04% of portfolio
|
Q2 2024
New holding
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
450
shares
|
$42,165
0.02% of portfolio
|
Q4 2023
New holding
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jul 31, 2024 Q2 2024 |
448
shares
|
$41,977
0.02% of portfolio
|
Q1 2024
Added 0.22%
|
|
Stone House Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
447
shares
|
$41,883
0.01% of portfolio
|
Q2 2024
Reduced 7.64%
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
446
shares
|
$41,790
0.01% of portfolio
|
Q2 2024
Reduced 52.95%
|