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 |
---|---|---|---|---|---|
M. Kraus & CO
|
Jul 10, 2024 Q2 2024 |
33,713
shares
|
$3.15 Million
1.12% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
Seven Bridge Financial Group, LLC
|
Aug 09, 2024 Q2 2024 |
33,688
shares
|
$3.15 Million
0.72% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 23, 2024 Q2 2024 |
33,491
shares
|
$3.13 Million
0.5% of portfolio
|
Q2 2024
Added 100.54%
|
|
Essex Investment Management CO LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
33,455
shares
|
$3.13 Million
0.66% of portfolio
|
Q2 2024
Reduced 6.62%
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 13, 2024 Q2 2024 |
33,415
shares
|
$3.12 Million
0.12% of portfolio
|
Q2 2024
Added 7.19%
|
|
Goelzer Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
33,392
shares
|
$3.12 Million
0.19% of portfolio
|
Q2 2024
Reduced 3.21%
|
|
Contrarius Investment Management LTD
St. Helier, Y9 |
Aug 13, 2024 Q2 2024 |
33,350
shares
|
$3.12 Million
0.21% of portfolio
|
Q2 2024
Reduced 11.07%
|
|
Lynch & Associates
|
Aug 06, 2024 Q2 2024 |
33,349
shares
|
$3.12 Million
0.75% of portfolio
|
Q2 2024
Added 6.47%
|
|
Pegasus Asset Management, Inc.
|
Jul 25, 2024 Q2 2024 |
33,313
shares
|
$3.11 Million
1.03% of portfolio
|
Q2 2024
Added 1.21%
|
|
Graybill Bartz & Assoc LTD
|
Jul 22, 2024 Q2 2024 |
33,299
shares
|
$3.11 Million
1.39% of portfolio
|
Q2 2024
Added 2.83%
|
|
Rb Capital Management, LLC
|
Aug 13, 2024 Q2 2024 |
33,245
shares
|
$3.11 Million
0.86% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
William Allan, LLC
|
Jul 29, 2024 Q2 2024 |
33,237
shares
|
$3.11 Million
2.28% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 09, 2024 Q2 2024 |
33,170
shares
|
$3.1 Million
0.48% of portfolio
|
Q2 2024
Added 1.2%
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 11, 2024 Q2 2024 |
33,167
shares
|
$3.1 Million
0.36% of portfolio
|
Q2 2024
Added 1.6%
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 30, 2024 Q2 2024 |
33,152
shares
|
$3.1 Million
2.02% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Aug 12, 2024 Q2 2024 |
33,039
shares
|
$3.09 Million
2.37% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2024 Q2 2024 |
33,003
shares
|
$3.09 Million
0.88% of portfolio
|
Q2 2024
Reduced 2.42%
|
|
Achmea Investment Management B.V.
|
Aug 08, 2024 Q2 2024 |
32,970
shares
|
$3.08 Million
0.06% of portfolio
|
Q2 2024
Added 98.61%
|
|
Pearl River Capital, LLC
Niles, MI |
Aug 13, 2024 Q2 2024 |
32,888
shares
|
$3.07 Million
0.52% of portfolio
|
Q2 2024
Added 104.87%
|
|
Boyar Asset Management Inc.
New York, NY |
Aug 05, 2024 Q2 2024 |
32,729
shares
|
$3.06 Million
2.32% of portfolio
|
Q1 2024
Added 7.84%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
32,711
shares
|
$3.06 Million
0.58% of portfolio
|
Q2 2024
Added 3.02%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
32,680
shares
|
$3.05 Million
0.1% of portfolio
|
Q2 2024
Added 10.88%
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 14, 2024 Q2 2024 |
32,610
shares
|
$3.05 Million
0.08% of portfolio
|
Q2 2024
Added 0.43%
|
|
Brown Miller Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
32,566
shares
|
$3.04 Million
1.34% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
Seven Eight Capital, LP
|
Aug 12, 2024 Q2 2024 |
32,549
shares
|
$3.04 Million
0.35% of portfolio
|
Q2 2024
New holding
|