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 |
---|---|---|---|---|---|
Massmutual Trust CO Fsb
|
Jul 02, 2024 Q2 2024 |
117,748
shares
|
$11 Million
0.36% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
117,627
shares
|
$11 Million
0.08% of portfolio
|
Q2 2024
Added 11.37%
|
|
Hartford Investment Management CO
|
Aug 01, 2024 Q2 2024 |
116,783
shares
|
$10.9 Million
0.4% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2024 Q2 2024 |
116,545
shares
|
$10.9 Million
0.19% of portfolio
|
Q2 2024
Added 150.46%
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
116,536
shares
|
$10.9 Million
0.33% of portfolio
|
Q1 2023
Added 1283.38%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
115,839
shares
|
$10.8 Million
0.48% of portfolio
|
Q2 2024
Added 2.2%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
115,680
shares
|
$10.8 Million
0.22% of portfolio
|
Q2 2024
Added 13.77%
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
115,561
shares
|
$10.8 Million
0.92% of portfolio
|
Q3 2022
Reduced 1.77%
|
|
North Star Asset Management Inc
|
Aug 05, 2024 Q2 2024 |
115,460
shares
|
$10.8 Million
0.57% of portfolio
|
Q2 2024
Added 2.99%
|
|
Hosking Partners LLP
|
Jul 29, 2024 Q2 2024 |
113,744
shares
|
$10.6 Million
0.43% of portfolio
|
Q2 2024
Reduced 12.92%
|
|
Pinnacle Financial Partners Inc
|
Aug 06, 2024 Q2 2024 |
113,519
shares
|
$10.6 Million
0.24% of portfolio
|
Q2 2024
Added 1.59%
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2024 Q2 2024 |
113,331
shares
|
$10.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 26.38%
|
|
Imc Chicago, LLC
|
Jul 15, 2024 Q2 2024 |
113,177
shares
|
$10.6 Million
0.38% of portfolio
|
Q2 2024
New holding
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
112,235
shares
|
$10.5 Million
0.45% of portfolio
|
Q3 2022
Added 5.75%
|
|
Appleton Partners Inc
|
Jul 02, 2024 Q2 2024 |
112,138
shares
|
$10.5 Million
0.86% of portfolio
|
Q2 2024
Added 25.0%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
111,759
shares
|
$10.4 Million
0.43% of portfolio
|
Q2 2024
Added 16.39%
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Aug 12, 2024 Q2 2024 |
110,904
shares
|
$10.4 Million
0.32% of portfolio
|
Q2 2024
Added 1.02%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
110,876
shares
|
$10.4 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
Rpg Investment Advisory, LLC
|
Aug 07, 2024 Q2 2024 |
110,543
shares
|
$10.3 Million
1.62% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 12, 2024 Q2 2024 |
110,336
shares
|
$10.3 Million
2.19% of portfolio
|
Q2 2024
Added 0.54%
|
|
Jacobs & CO
|
Jul 12, 2024 Q2 2024 |
110,317
shares
|
$10.3 Million
1.15% of portfolio
|
Q2 2024
Added 4.79%
|
|
Qv Investors Inc.
|
Jul 16, 2024 Q2 2024 |
110,290
shares
|
$10.3 Million
1.03% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
Lgt Group Foundation
|
Aug 07, 2024 Q2 2024 |
108,625
shares
|
$10.2 Million
0.17% of portfolio
|
Q2 2024
Reduced 8.85%
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 02, 2024 Q2 2024 |
108,413
shares
|
$10.1 Million
0.4% of portfolio
|
Q2 2024
Added 1.23%
|
|
Adams Diversified Equity Fund, Inc.
|
Aug 01, 2024 Q2 2024 |
107,800
shares
|
$10.1 Million
0.37% of portfolio
|
Q2 2024
Reduced 9.34%
|