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 |
---|---|---|---|---|---|
Magnus Financial Group LLC
New York, NY |
Aug 01, 2024 Q2 2024 |
19,872
shares
|
$1.86 Million
0.22% of portfolio
|
Q2 2024
Added 2.57%
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
19,704
shares
|
$1.84 Million
0.11% of portfolio
|
Q2 2024
Added 2.35%
|
|
Avidian Wealth Solutions, LLC
|
Aug 06, 2024 Q2 2024 |
19,679
shares
|
$1.84 Million
0.08% of portfolio
|
Q2 2024
Added 5.72%
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
19,523
shares
|
$1.83 Million
0.5% of portfolio
|
Q3 2022
Added 1.37%
|
|
Old Second National Bank Of Aurora
|
Aug 12, 2024 Q2 2024 |
19,522
shares
|
$1.82 Million
0.51% of portfolio
|
Q2 2024
Added 0.72%
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
19,458
shares
|
$1.82 Million
0.65% of portfolio
|
Q2 2022
Reduced 2.04%
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
19,379
shares
|
$1.81 Million
0.42% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
Greenline Partners, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
19,315
shares
|
$1.81 Million
0.29% of portfolio
|
Q4 2023
Reduced 10.83%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
19,281
shares
|
$1.8 Million
0.13% of portfolio
|
Q2 2024
Added 8.48%
|
|
Fosun International LTD
|
Aug 08, 2024 Q2 2024 |
19,272
shares
|
$1.8 Million
2.15% of portfolio
|
Q1 2024
Added 17.36%
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 12, 2024 Q2 2024 |
19,242
shares
|
$1.8 Million
1.03% of portfolio
|
Q2 2024
Added 0.95%
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 17, 2024 Q2 2024 |
19,224
shares
|
$1.8 Million
0.35% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Jul 08, 2024 Q2 2024 |
19,223
shares
|
$1.8 Million
0.24% of portfolio
|
Q2 2024
Reduced 17.09%
|
|
Mount Capital LTD
|
Aug 09, 2024 Q2 2024 |
19,200
shares
|
$1.79 Million
0.76% of portfolio
|
Q4 2021
New holding
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
19,181
shares
|
$1.79 Million
0.13% of portfolio
|
Q3 2022
New holding
|
|
Tevis Investment Management
|
Jul 23, 2024 Q2 2024 |
19,009
shares
|
$1.78 Million
1.53% of portfolio
|
Q2 2024
Added 2.93%
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 09, 2024 Q2 2024 |
18,982
shares
|
$1.77 Million
0.81% of portfolio
|
Q2 2024
Added 1.43%
|
|
Weil Company, Inc.
|
Aug 05, 2024 Q2 2024 |
18,981
shares
|
$1.77 Million
0.75% of portfolio
|
Q2 2024
Reduced 13.23%
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2024 Q2 2024 |
18,977
shares
|
$1.77 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
Garda Capital Partners LP
Wayzata, MN |
Aug 14, 2024 Q2 2024 |
18,920
shares
|
$1.77 Million
1.03% of portfolio
|
Q2 2024
New holding
|
|
New Potomac Partners, LLC
|
Jul 17, 2024 Q2 2024 |
18,874
shares
|
$1.76 Million
1.04% of portfolio
|
Q2 2024
Added 1.33%
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
18,767
shares
|
$1.75 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Aug 14, 2024 Q2 2024 |
18,727
shares
|
$1.75 Million
1.47% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Jul 31, 2024 Q2 2024 |
18,711
shares
|
$1.75 Million
1.32% of portfolio
|
Q1 2024
New holding
|
|
Focused Wealth Management, Inc
|
Jul 30, 2024 Q2 2024 |
18,690
shares
|
$1.75 Million
0.27% of portfolio
|
Q2 2024
Reduced 44.35%
|