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 |
---|---|---|---|---|---|
Legacy Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
29,980
shares
|
$2.8 Million
0.36% of portfolio
|
Q2 2024
Added 4.04%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
29,933
shares
|
$2.8 Million
0.06% of portfolio
|
Q2 2024
Added 21.28%
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
29,858
shares
|
$2.79 Million
1.49% of portfolio
|
Q1 2024
Added 0.73%
|
|
Ascent Group, LLC
|
Aug 14, 2024 Q2 2024 |
29,848
shares
|
$2.79 Million
0.24% of portfolio
|
Q2 2024
Added 16.27%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
29,845
shares
|
$2.79 Million
0.05% of portfolio
|
Q2 2024
Added 13.32%
|
|
Australian Super Pty LTD
|
Jul 26, 2024 Q2 2024 |
29,646
shares
|
$2.77 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 19, 2024 Q2 2024 |
29,626
shares
|
$2.77 Million
0.53% of portfolio
|
Q2 2024
Reduced 4.94%
|
|
Investment Research & Advisory Group, Inc.
|
Jul 30, 2024 Q2 2024 |
29,520
shares
|
$2.76 Million
1.3% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
Glassy Mountain Advisors, Inc.
|
Jul 31, 2024 Q2 2024 |
29,493
shares
|
$2.76 Million
1.09% of portfolio
|
Q2 2024
Added 1.73%
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 26, 2024 Q2 2024 |
29,465
shares
|
$2.75 Million
1.7% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 09, 2024 Q2 2024 |
29,434
shares
|
$2.75 Million
0.97% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
29,421
shares
|
$2.75 Million
0.15% of portfolio
|
Q2 2024
Added 5.78%
|
|
Perkins Coie Trust CO
|
Jul 12, 2024 Q2 2024 |
29,220
shares
|
$2.73 Million
0.7% of portfolio
|
Q2 2024
Reduced 11.35%
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
29,081
shares
|
$2.72 Million
1.15% of portfolio
|
Q2 2022
Added 0.07%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 08, 2024 Q2 2024 |
29,030
shares
|
$2.71 Million
0.25% of portfolio
|
Q2 2024
Reduced 24.11%
|
|
Northstar Group, Inc.
|
Jul 17, 2024 Q2 2024 |
29,011
shares
|
$2.71 Million
0.55% of portfolio
|
Q2 2024
Added 0.42%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
28,951
shares
|
$2.71 Million
0.25% of portfolio
|
Q4 2022
Reduced 0.19%
|
|
Addison Capital CO
|
Jul 25, 2024 Q2 2024 |
28,950
shares
|
$2.71 Million
1.28% of portfolio
|
Q2 2024
Added 3.25%
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Aug 13, 2024 Q2 2024 |
28,943
shares
|
$2.71 Million
0.55% of portfolio
|
Q2 2024
Added 38.01%
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
28,814
shares
|
$2.69 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 09, 2024 Q2 2024 |
28,748
shares
|
$2.69 Million
1.22% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Sol Capital Management CO
|
Jul 23, 2024 Q2 2024 |
28,677
shares
|
$2.68 Million
0.34% of portfolio
|
Q2 2024
Added 4.22%
|
|
Asio Capital, LLC
|
Jul 17, 2024 Q2 2024 |
28,558
shares
|
$2.67 Million
0.59% of portfolio
|
Q2 2024
Added 5.39%
|
|
New Hampshire Trust
Concord, NH |
Jul 15, 2024 Q2 2024 |
28,514
shares
|
$2.67 Million
0.65% of portfolio
|
Q2 2024
Added 1.24%
|
|
Roundview Capital LLC
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
28,494
shares
|
$2.66 Million
0.23% of portfolio
|
Q2 2024
Reduced 4.03%
|