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 |
---|---|---|---|---|---|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Aug 14, 2024 Q2 2024 |
43,890
shares
|
$4.1 Million
0.5% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
43,849
shares
|
$4.1 Million
0.21% of portfolio
|
Q2 2024
Added 15.63%
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
43,830
shares
|
$4.1 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
Mount Yale Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
43,733
shares
|
$4.09 Million
0.35% of portfolio
|
Q2 2024
Reduced 7.08%
|
|
Columbia Asset Management
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
43,553
shares
|
$4.07 Million
0.81% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
Caprock Group, Inc.
|
Aug 06, 2024 Q2 2024 |
43,397
shares
|
$4.06 Million
0.18% of portfolio
|
Q2 2024
Added 4.61%
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
43,370
shares
|
$4.05 Million
0.84% of portfolio
|
Q3 2023
Added 11.81%
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
43,274
shares
|
$4.05 Million
1.27% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
43,235
shares
|
$4.04 Million
0.3% of portfolio
|
Q3 2023
Added 10.77%
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Aug 14, 2024 Q2 2024 |
43,123
shares
|
$4.03 Million
0.1% of portfolio
|
Q2 2024
Reduced 10.61%
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
43,072
shares
|
$4.03 Million
0.03% of portfolio
|
Q2 2024
Added 4.64%
|
|
Neo Ivy Capital Management
New York, NY |
Jul 19, 2024 Q2 2024 |
43,032
shares
|
$4.02 Million
0.85% of portfolio
|
Q2 2024
Added 522.21%
|
|
Shufro Rose & CO LLC
|
Aug 13, 2024 Q2 2024 |
42,797
shares
|
$4 Million
0.35% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
Wells Trecaso Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
42,756
shares
|
$4 Million
1.47% of portfolio
|
Q2 2024
Added 1.43%
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 22, 2024 Q2 2024 |
42,744
shares
|
$4 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.8%
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 15, 2024 Q1 2024 |
42,623
shares
|
$3.98 Million
0.55% of portfolio
|
Q1 2024
Reduced 5.49%
|
|
Sepio Capital, LP
|
Aug 15, 2024 Q2 2024 |
42,599
shares
|
$3.98 Million
0.45% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
Vela Investment Management, LLC
New Albany, OH |
Aug 05, 2024 Q2 2024 |
42,375
shares
|
$3.96 Million
1.33% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
Capital Investment Counsel, Inc
|
Jul 22, 2024 Q2 2024 |
42,186
shares
|
$3.94 Million
0.63% of portfolio
|
Q2 2024
Added 1.56%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
42,104
shares
|
$3.94 Million
0.42% of portfolio
|
Q2 2024
Reduced 19.3%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
42,070
shares
|
$3.93 Million
0.05% of portfolio
|
Q2 2024
Added 2.81%
|
|
Burns J W & CO Inc
|
Jul 23, 2024 Q2 2024 |
41,914
shares
|
$3.92 Million
0.56% of portfolio
|
Q2 2024
Reduced 6.36%
|
|
Leavell Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
41,834
shares
|
$3.91 Million
0.23% of portfolio
|
Q2 2024
Reduced 4.61%
|
|
K.J. Harrison & Partners Inc
|
Jul 26, 2024 Q2 2024 |
41,707
shares
|
$3.9 Million
0.73% of portfolio
|
Q2 2024
Reduced 49.71%
|
|
Cornerstone Wealth Group, LLC
|
Jul 24, 2024 Q2 2024 |
41,666
shares
|
$3.89 Million
0.34% of portfolio
|
Q2 2024
Added 4.11%
|