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 |
---|---|---|---|---|---|
Harel Insurance Investments & Financial Services Ltd.
|
Jul 22, 2024 Q2 2024 |
18,660
shares
|
$1.74 Million
0.04% of portfolio
|
Q2 2024
Added 11.88%
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
18,658
shares
|
$1.74 Million
0.14% of portfolio
|
Q2 2024
Added 6.26%
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
18,631
shares
|
$1.74 Million
0.46% of portfolio
|
Q2 2024
Added 8.14%
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jul 12, 2024 Q2 2024 |
18,626
shares
|
$1.74 Million
1.57% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
Hoertkorn Richard Charles
|
Jul 22, 2024 Q2 2024 |
18,614
shares
|
$1.74 Million
1.02% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
Udine Wealth Management, Inc.
|
Jul 15, 2024 Q2 2024 |
18,552
shares
|
$1.73 Million
1.3% of portfolio
|
Q2 2024
Added 5.85%
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
18,509
shares
|
$1.73 Million
1.58% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
Wt Wealth Management
|
Feb 08, 2024 Q4 2023 |
18,420
shares
|
$1.72 Million
0.69% of portfolio
|
Q4 2023
Added 16.1%
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jul 31, 2024 Q2 2024 |
18,329
shares
|
$1.71 Million
0.55% of portfolio
|
Q2 2024
Added 0.85%
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
18,268
shares
|
$1.71 Million
0.4% of portfolio
|
Q4 2022
Reduced 11.57%
|
|
Independence Bank Of Kentucky
|
Jul 25, 2024 Q2 2024 |
18,267
shares
|
$1.71 Million
0.49% of portfolio
|
Q2 2024
Added 4.55%
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
18,225
shares
|
$1.7 Million
0.16% of portfolio
|
Q2 2024
Added 14.55%
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2024 Q2 2024 |
18,215
shares
|
$1.7 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
Lake Street Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
18,188
shares
|
$1.7 Million
0.09% of portfolio
|
Q2 2024
Reduced 6.11%
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 14, 2024 Q2 2024 |
18,181
shares
|
$1.7 Million
0.44% of portfolio
|
Q2 2024
Added 4.93%
|
|
Invst, LLC
Indianapolis, IN |
Aug 16, 2024 Q2 2024 |
18,149
shares
|
$1.7 Million
0.19% of portfolio
|
Q2 2024
Added 1.95%
|
|
Beam Wealth Advisors, Inc.
|
Aug 07, 2024 Q2 2024 |
18,133
shares
|
$1.7 Million
0.59% of portfolio
|
Q2 2024
Added 593.16%
|
|
Ntv Asset Management LLC
|
Jul 31, 2024 Q2 2024 |
18,112
shares
|
$1.69 Million
0.26% of portfolio
|
Q2 2024
Added 1.51%
|
|
Mcdonald Partners LLC
|
Jul 17, 2024 Q2 2024 |
18,072
shares
|
$1.69 Million
0.49% of portfolio
|
Q2 2024
Added 0.54%
|
|
Cohen Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
18,040
shares
|
$1.69 Million
1.19% of portfolio
|
Q2 2024
Reduced 9.77%
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
18,024
shares
|
$1.68 Million
0.74% of portfolio
|
Q4 2023
Added 19.33%
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Aug 07, 2024 Q2 2024 |
18,013
shares
|
$1.68 Million
0.87% of portfolio
|
Q2 2024
Added 14.78%
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 26, 2024 Q2 2024 |
18,000
shares
|
$1.68 Million
0.92% of portfolio
|
Q2 2024
Reduced 28.0%
|
|
Auxano Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
17,983
shares
|
$1.68 Million
0.51% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 30, 2024 Q2 2024 |
17,977
shares
|
$1.68 Million
0.21% of portfolio
|
Q2 2024
Reduced 9.43%
|