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 |
---|---|---|---|---|---|
Regatta Capital Group, LLC
El Segundo, CA |
Aug 02, 2024 Q2 2024 |
36,676
shares
|
$3.43 Million
0.79% of portfolio
|
Q2 2024
Added 6.57%
|
|
Citizens National Bank Trust Department
|
Jul 22, 2024 Q2 2024 |
36,615
shares
|
$3.42 Million
0.81% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Y Intercept (Hong Kong) LTD
|
Aug 14, 2024 Q2 2024 |
36,566
shares
|
$3.42 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
Diligent Investors, LLC
|
Jul 15, 2024 Q2 2024 |
36,498
shares
|
$3.41 Million
0.98% of portfolio
|
Q2 2024
Added 0.35%
|
|
Citizens Business Bank
Ontario, CA |
Aug 02, 2024 Q2 2024 |
36,472
shares
|
$3.41 Million
0.79% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
36,442
shares
|
$3.41 Million
0.2% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
Hbw Advisory Services LLC
|
Jul 05, 2024 Q2 2024 |
36,424
shares
|
$3.4 Million
0.66% of portfolio
|
Q2 2024
Reduced 12.34%
|
|
Gifford Fong Associates
Lafayette, CA |
Aug 12, 2024 Q2 2024 |
36,407
shares
|
$3.4 Million
0.96% of portfolio
|
Q1 2024
Reduced 39.36%
|
|
Dorchester Wealth Management CO
|
Jul 23, 2024 Q2 2024 |
36,363
shares
|
$3.4 Million
0.68% of portfolio
|
Q2 2024
Added 0.4%
|
|
Granite Investment Partners, LLC
|
Aug 12, 2024 Q2 2024 |
36,194
shares
|
$3.38 Million
0.15% of portfolio
|
Q1 2024
Added 17.21%
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2024 Q2 2024 |
36,185
shares
|
$3.38 Million
0.52% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 11, 2024 Q2 2024 |
36,101
shares
|
$3.37 Million
0.6% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
Asset Advisors Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
36,083
shares
|
$3.37 Million
0.39% of portfolio
|
Q2 2024
Added 13.87%
|
|
Lafayette Investments, Inc.
|
Jul 31, 2024 Q2 2024 |
36,078
shares
|
$3.37 Million
0.82% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
Ami Investment Management Inc
Kendallville, IN |
Jul 25, 2024 Q2 2024 |
36,045
shares
|
$3.37 Million
1.35% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
Diversified Investment Strategies, LLC
|
Aug 06, 2024 Q2 2024 |
35,956
shares
|
$3.36 Million
2.59% of portfolio
|
Q4 2023
Added 12.8%
|
|
Transcend Capital Advisors, LLC
|
Jul 02, 2024 Q2 2024 |
35,849
shares
|
$3.35 Million
0.26% of portfolio
|
Q2 2024
Added 10.72%
|
|
First Merchants Corp
|
Jul 25, 2024 Q2 2024 |
35,706
shares
|
$3.34 Million
0.26% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
Lincluden Management LTD
Mississauga, A6 |
Jul 24, 2024 Q2 2024 |
35,693
shares
|
$3.34 Million
0.43% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Aug 14, 2024 Q2 2024 |
35,680
shares
|
$3.34 Million
1.17% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
35,614
shares
|
$3.33 Million
0.53% of portfolio
|
Q4 2022
Reduced 1.59%
|
|
Krilogy Financial LLC
|
Jul 22, 2024 Q2 2024 |
35,584
shares
|
$3.33 Million
0.27% of portfolio
|
Q2 2024
Added 19.07%
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Aug 08, 2024 Q2 2024 |
35,579
shares
|
$3.33 Million
3.25% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
Vestcor Inc
Fredericton, A3 |
Aug 13, 2024 Q2 2024 |
35,423
shares
|
$3.31 Million
0.12% of portfolio
|
Q2 2024
Added 3.82%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
35,388
shares
|
$3.31 Million
0.06% of portfolio
|
Q2 2024
Reduced 6.8%
|