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 |
---|---|---|---|---|---|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
41,601
shares
|
$3.89 Million
5.23% of portfolio
|
Q1 2024
Reduced 14.09%
|
|
Sawyer & Company, Inc
|
Jul 31, 2024 Q2 2024 |
41,463
shares
|
$3.88 Million
1.64% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
Hartford Financial Management Inc.
|
Aug 09, 2024 Q2 2024 |
41,341
shares
|
$3.86 Million
0.91% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
Bristlecone Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
41,229
shares
|
$3.85 Million
0.35% of portfolio
|
Q2 2024
Added 4.23%
|
|
Lvm Capital Management LTD
|
Jul 16, 2024 Q2 2024 |
40,986
shares
|
$3.83 Million
0.46% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
40,973
shares
|
$3.83 Million
0.29% of portfolio
|
Q2 2024
Added 22.37%
|
|
Hantz Financial Services, Inc.
|
Jul 30, 2024 Q2 2024 |
40,971
shares
|
$3.83 Million
0.08% of portfolio
|
Q1 2024
Reduced 4.03%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
40,901
shares
|
$3.82 Million
0.15% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
Bridge Creek Capital Management LLC
|
Jul 15, 2024 Q2 2024 |
40,885
shares
|
$3.82 Million
1.32% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2024 Q2 2024 |
40,809
shares
|
$3.81 Million
0.11% of portfolio
|
Q2 2024
Added 37.83%
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 23, 2024 Q2 2024 |
40,799
shares
|
$3.81 Million
0.31% of portfolio
|
Q2 2024
Added 78.86%
|
|
Reliant Investment Management, LLC
|
Jul 22, 2024 Q2 2024 |
40,787
shares
|
$3.81 Million
2.02% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
Highland Capital Management, LLC
|
Jul 25, 2024 Q2 2024 |
40,710
shares
|
$3.81 Million
0.24% of portfolio
|
Q2 2024
Reduced 5.07%
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
40,538
shares
|
$3.79 Million
1.47% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
Strategic Advisors LLC
|
Jul 11, 2024 Q2 2024 |
40,516
shares
|
$3.79 Million
0.79% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
Exchange Capital Management, Inc.
|
Jul 23, 2024 Q2 2024 |
40,430
shares
|
$3.78 Million
0.67% of portfolio
|
Q2 2024
Reduced 5.01%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
40,357
shares
|
$3.77 Million
0.59% of portfolio
|
Q2 2023
Added 66.05%
|
|
Mandatum Life Insurance CO LTD
|
Aug 01, 2024 Q2 2024 |
40,276
shares
|
$3.77 Million
1.34% of portfolio
|
Q2 2024
Added 0.39%
|
|
First Hawaiian Bank
|
Jul 02, 2024 Q2 2024 |
40,207
shares
|
$3.76 Million
0.14% of portfolio
|
Q2 2024
Reduced 11.91%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jul 25, 2024 Q2 2024 |
40,092
shares
|
$3.75 Million
0.41% of portfolio
|
Q2 2024
Reduced 6.39%
|
|
Yarbrough Capital, LLC
|
Jul 16, 2024 Q2 2024 |
40,000
shares
|
$3.74 Million
0.17% of portfolio
|
Q2 2023
Reduced 16.28%
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 15, 2024 Q2 2024 |
39,692
shares
|
$3.71 Million
0.13% of portfolio
|
Q2 2024
New holding
|
|
Koshinski Asset Management, Inc.
|
Jul 12, 2024 Q2 2024 |
39,419
shares
|
$3.68 Million
0.37% of portfolio
|
Q2 2024
Added 132.97%
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 31, 2024 Q1 2024 |
39,153
shares
|
$3.66 Million
0.18% of portfolio
|
Q1 2024
Reduced 22.43%
|
|
Levin Capital Strategies, L.P.
New York, NY |
Aug 07, 2024 Q2 2024 |
39,085
shares
|
$3.65 Million
0.41% of portfolio
|
Q2 2024
Reduced 22.14%
|