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 |
---|---|---|---|---|---|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
35,140
shares
|
$3.28 Million
0.12% of portfolio
|
Q2 2024
Reduced 22.73%
|
|
Cypress Capital Group
|
Jul 25, 2024 Q2 2024 |
35,134
shares
|
$3.28 Million
0.42% of portfolio
|
Q2 2024
Added 2.01%
|
|
Arlington Financial Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
35,031
shares
|
$3.27 Million
0.94% of portfolio
|
Q2 2024
Added 4.69%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
35,016
shares
|
$3.27 Million
0.26% of portfolio
|
Q2 2024
Added 15.79%
|
|
Waycross Partners, LLC
Louisville, KY |
Aug 09, 2024 Q2 2024 |
35,000
shares
|
$3.27 Million
0.53% of portfolio
|
Q1 2024
Added 40.0%
|
|
Tairen Capital LTD
Grand Cayman, E9 |
Aug 14, 2024 Q2 2024 |
35,000
shares
|
$3.27 Million
0.12% of portfolio
|
Q1 2024
Reduced 94.73%
|
|
Connable Office Inc
|
Aug 06, 2024 Q2 2024 |
34,940
shares
|
$3.27 Million
0.38% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
Allen Investment Management LLC
|
Aug 08, 2024 Q2 2024 |
34,912
shares
|
$3.26 Million
0.04% of portfolio
|
Q2 2024
Added 0.18%
|
|
Eagle Global Advisors LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
34,853
shares
|
$3.26 Million
0.19% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
Wolverine Asset Management LLC
|
Aug 01, 2024 Q2 2024 |
34,781
shares
|
$3.25 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
34,489
shares
|
$3.22 Million
0.48% of portfolio
|
Q3 2022
Reduced 17.5%
|
|
Miracle Mile Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
34,343
shares
|
$3.21 Million
0.09% of portfolio
|
Q2 2024
Added 2.22%
|
|
Slate Stone Wealth, LLC
|
Jul 25, 2024 Q2 2024 |
34,220
shares
|
$3.2 Million
0.37% of portfolio
|
Q2 2024
Reduced 10.74%
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 13, 2024 Q2 2024 |
34,093
shares
|
$3.19 Million
0.39% of portfolio
|
Q2 2024
Added 2.98%
|
|
Double Line ETF Adviser LP
Tampa, FL |
Aug 14, 2024 Q2 2024 |
34,066
shares
|
$3.18 Million
0.89% of portfolio
|
Q2 2024
Reduced 17.67%
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
33,996
shares
|
$3.18 Million
4.23% of portfolio
|
Q3 2023
Reduced 39.66%
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
33,988
shares
|
$3.18 Million
0.09% of portfolio
|
Q2 2024
Added 38.85%
|
|
Legacy Trust
Grand Rapids, MI |
Jul 16, 2024 Q2 2024 |
33,976
shares
|
$3.18 Million
0.84% of portfolio
|
Q2 2024
Added 21.61%
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
33,937
shares
|
$3.17 Million
0.23% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
Keene & Associates, Inc.
|
Aug 09, 2024 Q2 2024 |
33,804
shares
|
$3.16 Million
2.77% of portfolio
|
Q2 2024
Added 0.03%
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
33,791
shares
|
$3.16 Million
0.3% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
33,767
shares
|
$3.16 Million
0.01% of portfolio
|
Q2 2024
Added 81.54%
|
|
Svb Wealth LLC
Boston, MA |
Aug 06, 2024 Q2 2024 |
33,754
shares
|
$3.16 Million
0.08% of portfolio
|
Q2 2024
Reduced 15.77%
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
33,740
shares
|
$3.15 Million
0.25% of portfolio
|
Q4 2023
Reduced 4.44%
|
|
Kirr Marbach & CO LLC
|
Jul 22, 2024 Q2 2024 |
33,722
shares
|
$3.15 Million
0.88% of portfolio
|
Q2 2024
Added 1.6%
|