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 |
---|---|---|---|---|---|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
446
shares
|
$41,790
0.04% of portfolio
|
Q4 2023
New holding
|
|
Mascoma Wealth Management LLC
|
Aug 02, 2024 Q2 2024 |
443
shares
|
$41,509
0.01% of portfolio
|
Q2 2024
Added 38.01%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
436
shares
|
$40,853
0.03% of portfolio
|
Q2 2024
Reduced 87.16%
|
|
Wolff Wiese Magana LLC
|
Jul 12, 2024 Q2 2024 |
427
shares
|
$40,009
0.03% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
418
shares
|
$39,166
0.01% of portfolio
|
Q3 2023
Reduced 12.55%
|
|
Camelot Portfolios, LLC
|
Aug 12, 2024 Q2 2024 |
410
shares
|
$38,417
0.02% of portfolio
|
Q2 2024
New holding
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 05, 2024 Q2 2024 |
406
shares
|
$38,042
0.0% of portfolio
|
Q2 2024
Reduced 63.65%
|
|
Security National Bank
|
Jul 22, 2024 Q2 2024 |
400
shares
|
$37,480
0.01% of portfolio
|
Q1 2024
Reduced 26.61%
|
|
Pittenger & Anderson Inc
|
Aug 09, 2024 Q2 2024 |
398
shares
|
$37,292
0.0% of portfolio
|
Q2 2024
Reduced 57.02%
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 08, 2024 Q2 2024 |
390
shares
|
$36,543
0.0% of portfolio
|
Q2 2024
Reduced 92.72%
|
|
Carolina Wealth Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
368
shares
|
$34,481
0.02% of portfolio
|
Q2 2024
Added 15.72%
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
366
shares
|
$34,294
0.02% of portfolio
|
Q3 2022
Reduced 29.07%
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 03, 2024 Q2 2024 |
340
shares
|
$31,858
0.02% of portfolio
|
Q4 2023
New holding
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Aug 08, 2024 Q2 2024 |
335
shares
|
$31,389
0.02% of portfolio
|
Q4 2022
Added 191.3%
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Aug 15, 2024 Q2 2024 |
321
shares
|
$30,077
0.02% of portfolio
|
Q2 2024
New holding
|
|
Boyd Watterson Asset Management LLC
|
Aug 14, 2024 Q2 2024 |
320
shares
|
$29,984
0.01% of portfolio
|
Q1 2024
Reduced 7.25%
|
|
Core Alternative Capital
|
Aug 16, 2024 Q2 2024 |
317
shares
|
$29,702
0.01% of portfolio
|
Q2 2024
Reduced 20.15%
|
|
Avondale Wealth Management
|
Jul 12, 2024 Q2 2024 |
316
shares
|
$29,609
0.02% of portfolio
|
Q2 2024
Reduced 22.36%
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
310
shares
|
$29,047
0.02% of portfolio
|
Q3 2022
Reduced 27.06%
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 25, 2024 Q2 2024 |
308
shares
|
$28,859
0.01% of portfolio
|
Q4 2023
New holding
|
|
Esl Trust Services, LLC
|
Aug 12, 2024 Q2 2024 |
307
shares
|
$28,765
0.01% of portfolio
|
Q2 2024
Added 22.8%
|
|
Lfa Lugano Financial Advisors Sa
|
Jul 30, 2024 Q2 2024 |
300
shares
|
$28,110
0.02% of portfolio
|
Q4 2023
Reduced 62.5%
|
|
Cedar Mountain Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
288
shares
|
$26,985
0.01% of portfolio
|
Q2 2024
Reduced 32.87%
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 12, 2024 Q2 2024 |
282
shares
|
$26,423
0.0% of portfolio
|
Q2 2024
Reduced 92.02%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 30, 2024 Q2 2024 |
282
shares
|
$26,423
0.0% of portfolio
|
Q2 2024
Added 5.22%
|