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 |
---|---|---|---|---|---|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
101,398
shares
|
$9.48 Million
0.26% of portfolio
|
Q2 2024
Reduced 3.27%
|
|
Lawson Kroeker Investment Management Inc
|
Jul 29, 2024 Q2 2024 |
101,069
shares
|
$9.45 Million
2.06% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 22, 2024 Q2 2024 |
100,807
shares
|
$9.42 Million
2.06% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
100,000
shares
|
$9.35 Million
0.12% of portfolio
|
Q2 2024
Reduced 79.38%
|
|
Drh Investments, Inc.
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
99,860
shares
|
$9.33 Million
10.75% of portfolio
|
Q2 2024
Reduced 3.69%
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jul 31, 2024 Q2 2024 |
99,657
shares
|
$9.32 Million
1.24% of portfolio
|
Q2 2024
Added 0.92%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
99,201
shares
|
$9.27 Million
0.25% of portfolio
|
Q2 2024
Added 10.33%
|
|
Nikko Asset Management Americas, Inc.
|
Aug 09, 2024 Q2 2024 |
98,617
shares
|
$9.22 Million
0.11% of portfolio
|
Q2 2024
Added 11.62%
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
98,611
shares
|
$9.22 Million
2.41% of portfolio
|
Q2 2024
Added 31.67%
|
|
Wesbanco Bank Inc
|
Jul 11, 2024 Q2 2024 |
98,539
shares
|
$9.21 Million
0.37% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
Bailard, Inc.
|
Jul 25, 2024 Q2 2024 |
98,205
shares
|
$9.18 Million
0.27% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
98,052
shares
|
$9.17 Million
0.41% of portfolio
|
Q1 2023
Reduced 3.63%
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
97,735
shares
|
$9.14 Million
1.25% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
Carnegie Capital Asset Management, LLC
|
Jul 19, 2024 Q2 2024 |
97,656
shares
|
$9.13 Million
0.3% of portfolio
|
Q2 2024
Reduced 5.28%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
97,584
shares
|
$9.12 Million
0.12% of portfolio
|
Q3 2023
Reduced 10.59%
|
|
Lincoln Capital LLC
|
Jul 22, 2024 Q2 2024 |
97,385
shares
|
$9.1 Million
2.21% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 07, 2024 Q2 2024 |
97,308
shares
|
$9.1 Million
0.25% of portfolio
|
Q2 2024
Reduced 1.97%
|
|
Griffin Asset Management, Inc.
|
Jul 23, 2024 Q2 2024 |
97,281
shares
|
$9.09 Million
1.13% of portfolio
|
Q2 2024
Added 6.46%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
97,261
shares
|
$9.09 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
Ccm Investment Advisers LLC
|
Jul 11, 2024 Q2 2024 |
96,501
shares
|
$9.02 Million
1.13% of portfolio
|
Q2 2024
Added 0.15%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
96,329
shares
|
$9 Million
0.2% of portfolio
|
Q2 2024
Reduced 9.67%
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
95,973
shares
|
$8.97 Million
4.21% of portfolio
|
Q3 2022
Reduced 1.88%
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2024 Q2 2024 |
95,712
shares
|
$8.95 Million
0.44% of portfolio
|
Q2 2024
Reduced 1.85%
|
|
Klcm Advisors, Inc.
|
Aug 13, 2024 Q2 2024 |
95,698
shares
|
$8.95 Million
1.2% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
95,641
shares
|
$8.94 Million
0.63% of portfolio
|
Q2 2024
Reduced 3.79%
|