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 |
---|---|---|---|---|---|
Evolution Advisers, Inc.
|
Jul 26, 2024 Q2 2024 |
275
shares
|
$25,767
0.02% of portfolio
|
Q1 2024
Reduced 27.63%
|
|
Strengthening Families & Communities, LLC
|
Jul 22, 2024 Q2 2024 |
275
shares
|
$25,767
0.01% of portfolio
|
Q2 2024
New holding
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 06, 2024 Q4 2023 |
270
shares
|
$25,299
0.01% of portfolio
|
Q4 2023
Closed
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
265
shares
|
$24,830
0.02% of portfolio
|
Q4 2022
New holding
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
263
shares
|
$24,643
0.01% of portfolio
|
Q1 2023
Added 10.5%
|
|
Gould Capital, LLC
|
Aug 14, 2024 Q2 2024 |
262
shares
|
$24,549
0.02% of portfolio
|
Q2 2024
Reduced 49.13%
|
|
First Premier Bank
|
Jul 17, 2024 Q2 2024 |
261
shares
|
$24,455
0.01% of portfolio
|
Q3 2023
Reduced 50.47%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
259
shares
|
$24,268
0.04% of portfolio
|
Q2 2022
Reduced 18.81%
|
|
En Rich Financial Partners LLC
Madison, WI |
Aug 13, 2024 Q2 2024 |
251
shares
|
$23,518
0.01% of portfolio
|
Q1 2024
New holding
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
237
shares
|
$22,206
0.01% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Jul 15, 2024 Q2 2024 |
215
shares
|
$20,145
0.01% of portfolio
|
Q2 2024
Reduced 62.54%
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 05, 2024 Q2 2024 |
209
shares
|
$19,583
0.01% of portfolio
|
Q1 2024
Reduced 25.09%
|
|
Sanctuary Wealth Management, L.L.C.
|
Aug 08, 2024 Q2 2024 |
206
shares
|
$19,302
0.02% of portfolio
|
Q2 2024
Reduced 91.62%
|
|
Gfs Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
200
shares
|
$18,740
0.0% of portfolio
|
Q2 2024
Reduced 99.93%
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
200
shares
|
$18,740
0.0% of portfolio
|
Q2 2024
New holding
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jul 16, 2024 Q2 2024 |
193
shares
|
$18,084
0.01% of portfolio
|
Q2 2024
Added 19.14%
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 13, 2024 Q2 2024 |
185
shares
|
$17,334
0.02% of portfolio
|
Q2 2024
New holding
|
|
Hall Laurie J Trustee
|
Jul 22, 2024 Q2 2024 |
179
shares
|
$16,772
0.01% of portfolio
|
Q2 2024
Reduced 17.51%
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 17, 2024 Q2 2024 |
178
shares
|
$16,678
0.01% of portfolio
|
Q2 2024
Added 74.51%
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
168
shares
|
$15,741
0.01% of portfolio
|
Q2 2024
Reduced 2.89%
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2024 Q2 2024 |
166
shares
|
$15,554
0.01% of portfolio
|
Q2 2024
New holding
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 19, 2024 Q2 2024 |
166
shares
|
$15,554
0.01% of portfolio
|
Q4 2023
Reduced 65.36%
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 14, 2024 Q2 2024 |
164
shares
|
$15,366
0.01% of portfolio
|
Q2 2024
New holding
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Aug 09, 2024 Q2 2024 |
156
shares
|
$14,617
0.01% of portfolio
|
Q2 2024
Added 164.41%
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
155
shares
|
$14,523
0.02% of portfolio
|
Q1 2023
New holding
|