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 |
---|---|---|---|---|---|
Rice Partnership, LLC
|
Aug 01, 2024 Q2 2024 |
47,165
shares
|
$4.41 Million
1.03% of portfolio
|
Q2 2024
Added 5.2%
|
|
Anderson Hoagland & CO
|
Jul 10, 2024 Q2 2024 |
47,021
shares
|
$4.4 Million
0.5% of portfolio
|
Q2 2024
Reduced 29.59%
|
|
V2 Financial Group LLC
Naperville, IL |
Jul 30, 2024 Q2 2024 |
46,943
shares
|
$4.39 Million
2.9% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 08, 2024 Q2 2024 |
46,881
shares
|
$4.38 Million
0.68% of portfolio
|
Q2 2024
Added 2.43%
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
46,735
shares
|
$4.37 Million
0.63% of portfolio
|
Q2 2024
Added 0.64%
|
|
South State Corp
|
Aug 02, 2024 Q2 2024 |
46,705
shares
|
$4.37 Million
0.34% of portfolio
|
Q2 2024
Added 4.94%
|
|
Beech Hill Advisors, Inc.
|
Jul 12, 2024 Q2 2024 |
46,492
shares
|
$4.35 Million
1.96% of portfolio
|
Q2 2024
Added 4.23%
|
|
Courier Capital LLC
|
Jul 23, 2024 Q2 2024 |
46,251
shares
|
$4.32 Million
0.37% of portfolio
|
Q2 2024
Reduced 3.88%
|
|
Koss Olinger Consulting, LLC
|
Aug 06, 2024 Q2 2024 |
46,226
shares
|
$4.32 Million
0.43% of portfolio
|
Q2 2024
New holding
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
45,891
shares
|
$4.29 Million
0.07% of portfolio
|
Q2 2024
Reduced 4.93%
|
|
Howe & Rusling Inc
Rochester, NY |
Aug 13, 2024 Q2 2024 |
45,871
shares
|
$4.29 Million
0.42% of portfolio
|
Q2 2024
Added 4.03%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
45,703
shares
|
$4.27 Million
0.13% of portfolio
|
Q1 2024
Added 1.17%
|
|
Independent Investors Inc
|
Jul 16, 2024 Q2 2024 |
45,564
shares
|
$4.26 Million
1.0% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
Lyell Wealth Management, LP
|
Aug 08, 2024 Q2 2024 |
45,484
shares
|
$4.25 Million
0.43% of portfolio
|
Q2 2024
Added 1.28%
|
|
Family Capital Trust CO
|
Aug 08, 2024 Q2 2024 |
45,395
shares
|
$4.24 Million
1.47% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 17, 2024 Q2 2024 |
45,161
shares
|
$4.22 Million
0.3% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
Montag A & Associates Inc
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
44,678
shares
|
$4.18 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Aug 01, 2024 Q2 2024 |
44,579
shares
|
$4.17 Million
1.46% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
Sender CO & Partners, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
44,567
shares
|
$4.17 Million
11.58% of portfolio
|
Q2 2024
New holding
|
|
J.P. Marvel Investment Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
44,432
shares
|
$4.15 Million
0.73% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
Welch & Forbes LLC
|
Aug 01, 2024 Q2 2024 |
44,397
shares
|
$4.15 Million
0.06% of portfolio
|
Q2 2024
Reduced 4.11%
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2024 Q2 2024 |
44,332
shares
|
$4.14 Million
0.33% of portfolio
|
Q2 2024
Added 1.09%
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 13, 2024 Q2 2024 |
44,160
shares
|
$4.13 Million
1.02% of portfolio
|
Q2 2024
Added 0.4%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
43,922
shares
|
$4.11 Million
0.19% of portfolio
|
Q2 2024
Reduced 3.95%
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
43,905
shares
|
$4.1 Million
0.82% of portfolio
|
Q2 2023
Reduced 48.17%
|