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 |
---|---|---|---|---|---|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2024 Q2 2024 |
20,659
shares
|
$1.93 Million
0.87% of portfolio
|
Q2 2024
Reduced 12.22%
|
|
Gs Investments, Inc.
|
Jul 31, 2024 Q2 2024 |
20,614
shares
|
$1.93 Million
0.97% of portfolio
|
Q3 2023
Reduced 31.44%
|
|
Wealth Alliance
Mellville, NY |
Aug 09, 2024 Q2 2024 |
20,608
shares
|
$1.93 Million
0.27% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
Spirit Of America Management Corp
|
Jul 25, 2024 Q2 2024 |
20,600
shares
|
$1.93 Million
0.42% of portfolio
|
Q4 2023
Added 0.98%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
20,599
shares
|
$1.93 Million
0.11% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
20,584
shares
|
$1.92 Million
0.07% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
20,554
shares
|
$1.92 Million
0.44% of portfolio
|
Q3 2022
Reduced 6.76%
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Aug 02, 2024 Q2 2024 |
20,482
shares
|
$1.91 Million
0.87% of portfolio
|
Q2 2024
Reduced 18.74%
|
|
Congress Park Capital LLC
|
Jul 12, 2024 Q2 2024 |
20,428
shares
|
$1.91 Million
0.82% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
Jackson Hole Capital Partners, LLC
|
Aug 13, 2024 Q2 2024 |
20,404
shares
|
$1.91 Million
0.45% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
20,308
shares
|
$1.9 Million
0.47% of portfolio
|
Q4 2022
Added 1.1%
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
20,295
shares
|
$1.9 Million
1.27% of portfolio
|
Q1 2024
Added 80.64%
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
20,288
shares
|
$1.9 Million
0.06% of portfolio
|
Q2 2024
Reduced 17.34%
|
|
Cornerstone Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
20,264
shares
|
$1.89 Million
0.16% of portfolio
|
Q2 2024
Added 1.77%
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 19, 2024 Q2 2024 |
20,221
shares
|
$1.89 Million
0.69% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
Atlas Brown,Inc.
|
Jul 23, 2024 Q2 2024 |
20,167
shares
|
$1.89 Million
0.73% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
20,147
shares
|
$1.88 Million
0.29% of portfolio
|
Q2 2024
Reduced 4.66%
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Aug 12, 2024 Q2 2024 |
20,135
shares
|
$1.88 Million
0.19% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
Hendershot Investments Inc.
|
Aug 05, 2024 Q2 2024 |
20,105
shares
|
$1.88 Million
0.29% of portfolio
|
Q2 2024
Reduced 7.05%
|
|
Menlo Advisors LLC
|
Aug 09, 2024 Q2 2024 |
20,063
shares
|
$1.88 Million
1.11% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
20,055
shares
|
$1.87 Million
0.88% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 12, 2024 Q2 2024 |
20,010
shares
|
$1.87 Million
0.53% of portfolio
|
Q2 2024
Added 5.71%
|
|
Atlantic Union Bankshares Corp
|
Jul 24, 2024 Q2 2024 |
19,991
shares
|
$1.87 Million
0.13% of portfolio
|
Q2 2024
Reduced 8.84%
|
|
S.E.E.D. Planning Group LLC
|
Jul 18, 2024 Q2 2024 |
19,927
shares
|
$1.86 Million
0.74% of portfolio
|
Q2 2024
Added 70.61%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,893
shares
|
$1.86 Million
0.07% of portfolio
|
Q4 2023
New holding
|