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 |
---|---|---|---|---|---|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 12, 2024 Q2 2024 |
25,550
shares
|
$2.39 Million
0.16% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
Patten & Patten Inc
|
Aug 13, 2024 Q2 2024 |
25,521
shares
|
$2.39 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
Autumn Glory Partners, LLC
|
Aug 01, 2024 Q2 2024 |
25,482
shares
|
$2.38 Million
1.29% of portfolio
|
Q1 2024
Reduced 18.75%
|
|
Knuff & CO LLC
Foster City, CA |
Aug 01, 2024 Q2 2024 |
25,362
shares
|
$2.37 Million
0.82% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jul 26, 2024 Q2 2024 |
25,303
shares
|
$2.37 Million
0.19% of portfolio
|
Q2 2024
Added 14.57%
|
|
Nvwm, LLC
|
Aug 13, 2024 Q2 2024 |
25,224
shares
|
$2.36 Million
0.69% of portfolio
|
Q2 2024
Reduced 12.69%
|
|
Sanders Morris Harris LLC
|
Jul 12, 2024 Q2 2024 |
25,173
shares
|
$2.35 Million
0.42% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 12, 2024 Q2 2024 |
25,167
shares
|
$2.35 Million
0.64% of portfolio
|
Q2 2024
Added 46.75%
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
25,163
shares
|
$2.35 Million
0.88% of portfolio
|
Q4 2023
Added 5.97%
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
25,148
shares
|
$2.35 Million
0.12% of portfolio
|
Q1 2024
Reduced 7.02%
|
|
Thompson Siegel & Walmsley LLC
|
Aug 08, 2024 Q2 2024 |
25,088
shares
|
$2.35 Million
0.04% of portfolio
|
Q2 2024
Reduced 3.3%
|
|
Alpine Woods Capital Investors, LLC
|
Aug 06, 2024 Q2 2024 |
25,039
shares
|
$2.34 Million
0.34% of portfolio
|
Q2 2024
Reduced 15.61%
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 07, 2024 Q2 2024 |
25,038
shares
|
$2.34 Million
0.63% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
Eulav Asset Management
|
Aug 13, 2024 Q2 2024 |
25,000
shares
|
$2.34 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Anson Funds Management LP
Dallas, TX |
Aug 13, 2024 Q2 2024 |
25,000
shares
|
$2.34 Million
0.37% of portfolio
|
Q2 2024
New holding
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
25,000
shares
|
$2.34 Million
0.15% of portfolio
|
Q1 2024
New holding
|
|
Kingfisher Capital LLC
|
Aug 14, 2024 Q2 2024 |
24,997
shares
|
$2.34 Million
0.58% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
24,966
shares
|
$2.33 Million
0.06% of portfolio
|
Q2 2024
Added 7.98%
|
|
Benin Management Corp
|
Jul 23, 2024 Q2 2024 |
24,959
shares
|
$2.33 Million
0.76% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
Citadel Investment Advisory, Inc.
|
Jul 15, 2024 Q2 2024 |
24,876
shares
|
$2.33 Million
1.4% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2024 Q2 2024 |
24,812
shares
|
$2.32 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
Graypoint LLC
|
Jul 31, 2024 Q2 2024 |
24,799
shares
|
$2.32 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2024 Q2 2024 |
24,700
shares
|
$2.31 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Portside Wealth Group, LLC
Provo, UT |
Jul 18, 2024 Q2 2024 |
24,675
shares
|
$2.31 Million
0.47% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
24,664
shares
|
$2.31 Million
1.56% of portfolio
|
Q2 2022
Reduced 3.33%
|