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 |
---|---|---|---|---|---|
Ritholtz Wealth Management
|
Jul 31, 2024 Q2 2024 |
23,942
shares
|
$2.24 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
23,884
shares
|
$2.23 Million
0.18% of portfolio
|
Q2 2024
Added 5.28%
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Aug 13, 2024 Q2 2024 |
23,843
shares
|
$2.23 Million
0.24% of portfolio
|
Q2 2024
Reduced 23.84%
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
23,830
shares
|
$2.23 Million
0.16% of portfolio
|
Q2 2024
Reduced 9.66%
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2024 Q2 2024 |
23,651
shares
|
$2.21 Million
0.05% of portfolio
|
Q2 2024
Added 0.86%
|
|
Community Bank, N.A.
|
Aug 14, 2024 Q2 2024 |
23,631
shares
|
$2.21 Million
0.31% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Aug 01, 2024 Q2 2024 |
23,628
shares
|
$2.21 Million
0.58% of portfolio
|
Q2 2024
Added 0.96%
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
23,574
shares
|
$2.2 Million
0.28% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
Plimoth Trust CO LLC
|
Jul 23, 2024 Q2 2024 |
23,497
shares
|
$2.2 Million
0.63% of portfolio
|
Q2 2024
Added 0.36%
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Aug 13, 2024 Q2 2024 |
23,474
shares
|
$2.19 Million
0.55% of portfolio
|
Q2 2024
New holding
|
|
Westhampton Capital, LLC
|
Jul 19, 2024 Q2 2024 |
23,378
shares
|
$2.19 Million
1.27% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
David R. Rahn & Associates Inc.
|
Jul 24, 2024 Q2 2024 |
23,372
shares
|
$2.18 Million
0.75% of portfolio
|
Q2 2024
Reduced 4.11%
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
23,265
shares
|
$2.17 Million
1.64% of portfolio
|
Q2 2022
Added 9.66%
|
|
First National Trust CO
|
Aug 02, 2024 Q2 2024 |
23,168
shares
|
$2.17 Million
0.1% of portfolio
|
Q2 2024
Reduced 15.7%
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Aug 14, 2024 Q2 2024 |
23,125
shares
|
$2.16 Million
4.6% of portfolio
|
Q2 2024
Reduced 3.44%
|
|
Northstar Asset Management LLC
|
Jul 18, 2024 Q2 2024 |
23,063
shares
|
$2.16 Million
0.57% of portfolio
|
Q2 2024
Reduced 4.47%
|
|
Privium Fund Management (Uk) LTD
|
Aug 01, 2024 Q2 2024 |
23,061
shares
|
$2.16 Million
0.91% of portfolio
|
Q2 2024
Reduced 16.39%
|
|
Herbst Group, LLC
Westport, CT |
Jul 19, 2024 Q2 2024 |
22,908
shares
|
$2.14 Million
1.38% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
22,887
shares
|
$2.14 Million
0.91% of portfolio
|
Q1 2024
Reduced 70.0%
|
|
Jsf Financial, LLC
|
Aug 14, 2024 Q2 2024 |
22,855
shares
|
$2.14 Million
0.7% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
22,850
shares
|
$2.14 Million
0.16% of portfolio
|
Q2 2022
Reduced 14.97%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
22,844
shares
|
$2.14 Million
0.09% of portfolio
|
Q2 2024
Reduced 10.68%
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 09, 2024 Q2 2024 |
22,835
shares
|
$2.13 Million
1.04% of portfolio
|
Q2 2024
New holding
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
22,824
shares
|
$2.13 Million
0.03% of portfolio
|
Q2 2024
Reduced 5.81%
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
22,816
shares
|
$2.13 Million
0.11% of portfolio
|
Q2 2024
Added 25.91%
|