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 |
---|---|---|---|---|---|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
100
shares
|
$9,370
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 22, 2024 Q2 2024 |
100
shares
|
$9,370
0.01% of portfolio
|
Q4 2022
New holding
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
94
shares
|
$8,807
0.01% of portfolio
|
Q3 2021
Reduced 9.62%
|
|
Fairway Wealth LLC
Independence, OH |
Aug 09, 2024 Q2 2024 |
94
shares
|
$8,807
0.01% of portfolio
|
Q2 2024
New holding
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
93
shares
|
$8,714
0.01% of portfolio
|
Q4 2021
Reduced 9.71%
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Aug 14, 2024 Q2 2024 |
87
shares
|
$8,151
0.04% of portfolio
|
Q1 2023
Reduced 73.8%
|
|
West Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
86
shares
|
$8,058
0.0% of portfolio
|
Q3 2023
Reduced 62.28%
|
|
Your Advocates Ltd., LLP
Houston, TX |
Jul 29, 2024 Q2 2024 |
85
shares
|
$7,964
0.0% of portfolio
|
Q1 2024
Added 2.41%
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 12, 2024 Q2 2024 |
85
shares
|
$7,964
0.0% of portfolio
|
Q2 2024
New holding
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 13, 2024 Q2 2024 |
75
shares
|
$7,027
0.01% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
Bollard Group LLC
Boston, MA |
Aug 14, 2024 Q2 2024 |
71
shares
|
$6,652
0.0% of portfolio
|
Q3 2023
Reduced 64.68%
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 31, 2024 Q2 2024 |
62
shares
|
$5,809
0.51% of portfolio
|
Q2 2024
Reduced 42.06%
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 09, 2024 Q2 2024 |
59
shares
|
$5,528
0.0% of portfolio
|
Q2 2024
Added 7.27%
|
|
Trust CO
|
Jul 15, 2024 Q2 2024 |
55
shares
|
$5,153
0.0% of portfolio
|
Q1 2023
Reduced 20.29%
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2024 Q2 2024 |
50
shares
|
$4,685
0.0% of portfolio
|
Q2 2024
Reduced 90.42%
|
|
Horrell Capital Management, Inc.
|
Jul 26, 2024 Q2 2024 |
46
shares
|
$4,310
0.0% of portfolio
|
Q3 2023
Reduced 6.12%
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 13, 2024 Q2 2024 |
45
shares
|
$4,216
0.0% of portfolio
|
Q1 2024
Added 650.0%
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2024 Q2 2024 |
45
shares
|
$4,216
0.0% of portfolio
|
Q2 2024
Reduced 81.93%
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
44
shares
|
$4,122
0.0% of portfolio
|
Q1 2023
Added 340.0%
|
|
Capital Management Associates
New York, NY |
Aug 07, 2024 Q2 2024 |
41
shares
|
$3,841
0.0% of portfolio
|
Q2 2022
Reduced 99.48%
|
|
Newton One Investments LLC
|
Jul 17, 2024 Q2 2024 |
38
shares
|
$3,560
0.0% of portfolio
|
Q1 2024
Reduced 96.34%
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 12, 2024 Q2 2024 |
38
shares
|
$3,560
0.0% of portfolio
|
Q2 2024
Reduced 98.43%
|
|
New Square Capital LLC
|
Jul 23, 2024 Q2 2024 |
35
shares
|
$3,279
0.0% of portfolio
|
Q2 2024
Reduced 59.3%
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
35
shares
|
$3,279
0.0% of portfolio
|
Q2 2023
New holding
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 25, 2024 Q2 2024 |
34
shares
|
$3,185
0.0% of portfolio
|
Q1 2024
New holding
|