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 |
---|---|---|---|---|---|
Axiom Advisory, LLC
San Diego, CA |
Aug 13, 2024 Q2 2024 |
39,051
shares
|
$3.65 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
Middleton & CO Inc
|
Aug 12, 2024 Q2 2024 |
38,898
shares
|
$3.64 Million
0.45% of portfolio
|
Q2 2024
Added 0.87%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
38,723
shares
|
$3.62 Million
0.27% of portfolio
|
Q4 2023
Reduced 2.4%
|
|
Pfg Investments, LLC
Woodbury, NY |
Aug 06, 2024 Q2 2024 |
38,720
shares
|
$3.62 Million
0.27% of portfolio
|
Q2 2024
Reduced 17.91%
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 06, 2024 Q2 2024 |
38,700
shares
|
$3.62 Million
0.49% of portfolio
|
Q3 2022
Reduced 7.86%
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
38,695
shares
|
$3.62 Million
0.09% of portfolio
|
Q2 2023
Added 1606.88%
|
|
Meyer Handelman CO
|
Jul 16, 2024 Q2 2024 |
38,688
shares
|
$3.62 Million
0.14% of portfolio
|
Q2 2024
Reduced 17.8%
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 24, 2024 Q2 2024 |
38,463
shares
|
$3.6 Million
0.21% of portfolio
|
Q2 2024
Added 32.19%
|
|
Roberts Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
38,441
shares
|
$3.59 Million
1.39% of portfolio
|
Q2 2024
Added 4.82%
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Jul 26, 2024 Q2 2024 |
38,283
shares
|
$3.58 Million
0.24% of portfolio
|
Q2 2024
Added 4.76%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
38,108
shares
|
$3.56 Million
0.2% of portfolio
|
Q2 2024
Reduced 18.0%
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
38,028
shares
|
$3.55 Million
2.04% of portfolio
|
Q2 2022
Reduced 11.38%
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Jul 08, 2024 Q2 2024 |
37,998
shares
|
$3.55 Million
2.8% of portfolio
|
Q2 2024
Added 1.7%
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2024 Q2 2024 |
37,978
shares
|
$3.55 Million
0.51% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
First Citizens Bank & Trust CO
|
Jul 19, 2024 Q2 2024 |
37,967
shares
|
$3.55 Million
0.06% of portfolio
|
Q2 2024
Added 4.67%
|
|
Gilman Hill Asset Management, LLC
|
Jul 12, 2024 Q2 2024 |
37,909
shares
|
$3.54 Million
0.68% of portfolio
|
Q2 2024
Added 1.27%
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 09, 2024 Q2 2024 |
37,902
shares
|
$3.54 Million
0.08% of portfolio
|
Q2 2024
Added 0.2%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
37,470
shares
|
$3.5 Million
0.14% of portfolio
|
Q2 2024
Reduced 7.76%
|
|
Jag Capital Management, LLC
|
Jul 30, 2024 Q2 2024 |
37,371
shares
|
$3.49 Million
0.51% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Lynch Asset Management, Inc.
|
Jul 22, 2024 Q2 2024 |
37,275
shares
|
$3.48 Million
1.58% of portfolio
|
Q2 2024
Added 1.77%
|
|
Twin Capital Management Inc
|
Aug 13, 2024 Q2 2024 |
37,151
shares
|
$3.47 Million
0.45% of portfolio
|
Q2 2024
Added 11.76%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
37,068
shares
|
$3.47 Million
0.18% of portfolio
|
Q2 2024
Added 12.67%
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 12, 2024 Q2 2024 |
37,043
shares
|
$3.46 Million
0.49% of portfolio
|
Q2 2024
Added 0.79%
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
37,022
shares
|
$3.46 Million
0.05% of portfolio
|
Q2 2024
Reduced 6.19%
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
36,777
shares
|
$3.44 Million
0.26% of portfolio
|
Q2 2024
Added 5.17%
|