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 |
---|---|---|---|---|---|
Curbstone Financial Management Corp
|
Jul 03, 2024 Q2 2024 |
21,610
shares
|
$2.02 Million
0.48% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
Nelson Capital Management, LLC
|
Aug 07, 2024 Q2 2024 |
21,596
shares
|
$2.02 Million
0.38% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 07, 2024 Q2 2024 |
21,570
shares
|
$2.02 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2024 Q2 2024 |
21,556
shares
|
$2.02 Million
0.02% of portfolio
|
Q2 2024
Reduced 53.9%
|
|
Drw Securities, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
21,553
shares
|
$2.01 Million
0.09% of portfolio
|
Q2 2024
Added 231.13%
|
|
Bcgm Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
21,519
shares
|
$2.01 Million
0.79% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
21,499
shares
|
$2.01 Million
0.37% of portfolio
|
Q3 2022
Added 0.71%
|
|
Elevatus Welath Management
Victor, NY |
Aug 14, 2024 Q2 2024 |
21,475
shares
|
$2.01 Million
0.8% of portfolio
|
Q2 2024
Reduced 53.02%
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2024 Q2 2024 |
21,416
shares
|
$2 Million
1.46% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Aug 07, 2024 Q2 2024 |
21,402
shares
|
$2 Million
0.6% of portfolio
|
Q2 2024
Added 25.33%
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 22, 2024 Q2 2024 |
21,352
shares
|
$2 Million
0.99% of portfolio
|
Q2 2024
Added 0.65%
|
|
Sumitomo Life Insurance CO
|
Jul 19, 2024 Q2 2024 |
21,240
shares
|
$1.99 Million
0.05% of portfolio
|
Q2 2024
Reduced 11.53%
|
|
Xcel Wealth Management, LLC
|
Jul 23, 2024 Q2 2024 |
21,174
shares
|
$1.98 Million
0.67% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
Trust Asset Management LLC
Houston, TX |
Jul 24, 2024 Q2 2024 |
21,108
shares
|
$1.97 Million
0.18% of portfolio
|
Q1 2023
Added 0.41%
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Aug 14, 2024 Q2 2024 |
21,100
shares
|
$1.97 Million
0.07% of portfolio
|
Q3 2022
Reduced 0.72%
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 09, 2024 Q2 2024 |
21,094
shares
|
$1.97 Million
0.63% of portfolio
|
Q2 2024
Reduced 5.41%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
21,087
shares
|
$1.97 Million
0.15% of portfolio
|
Q2 2024
Added 26.49%
|
|
Ellsworth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
21,009
shares
|
$1.96 Million
0.59% of portfolio
|
Q2 2024
Added 6.79%
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
21,007
shares
|
$1.96 Million
0.1% of portfolio
|
Q2 2024
Added 79.76%
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 13, 2024 Q2 2024 |
20,966
shares
|
$1.96 Million
0.4% of portfolio
|
Q2 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
20,966
shares
|
$1.96 Million
0.07% of portfolio
|
Q2 2024
Reduced 6.22%
|
|
Kornitzer Capital Management Inc
|
Aug 02, 2024 Q2 2024 |
20,932
shares
|
$1.96 Million
0.04% of portfolio
|
Q2 2024
Added 6.64%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
20,923
shares
|
$1.96 Million
0.11% of portfolio
|
Q2 2024
Added 7.23%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 09, 2024 Q2 2024 |
20,779
shares
|
$1.94 Million
0.11% of portfolio
|
Q2 2024
Reduced 66.1%
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Aug 08, 2024 Q2 2024 |
20,693
shares
|
$1.93 Million
0.34% of portfolio
|
Q2 2024
Added 798.52%
|