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 |
---|---|---|---|---|---|
Hcr Wealth Advisors
Los Angeles, CA |
Aug 06, 2024 Q2 2024 |
17,961
shares
|
$1.68 Million
0.26% of portfolio
|
Q2 2024
Reduced 8.74%
|
|
Montecito Bank & Trust
|
Jul 17, 2024 Q2 2024 |
17,950
shares
|
$1.68 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
17,937
shares
|
$1.68 Million
1.37% of portfolio
|
Q2 2022
Added 36.81%
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 02, 2024 Q2 2024 |
17,905
shares
|
$1.67 Million
0.48% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
Diversified Trust CO
|
Jul 16, 2024 Q2 2024 |
17,901
shares
|
$1.67 Million
0.06% of portfolio
|
Q2 2024
Reduced 37.14%
|
|
Ims Capital Management
|
Aug 21, 2024 Q2 2024 |
17,888
shares
|
$1.67 Million
0.82% of portfolio
|
Q2 2024
Reduced 11.71%
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 15, 2024 Q2 2024 |
17,887
shares
|
$1.67 Million
0.48% of portfolio
|
Q2 2024
Reduced 1.76%
|
|
Selway Asset Management
Boise, ID |
Aug 14, 2024 Q2 2024 |
17,877
shares
|
$1.67 Million
0.73% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
17,859
shares
|
$1.67 Million
0.19% of portfolio
|
Q2 2024
Added 1.6%
|
|
First Business Financial Services, Inc.
|
Aug 02, 2024 Q2 2024 |
17,839
shares
|
$1.67 Million
0.19% of portfolio
|
Q2 2024
Added 5.64%
|
|
Chapman Investment Management, LLC
|
Aug 06, 2024 Q2 2024 |
17,807
shares
|
$1.66 Million
1.41% of portfolio
|
Q2 2024
Reduced 13.03%
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 09, 2024 Q2 2024 |
17,766
shares
|
$1.66 Million
0.49% of portfolio
|
Q2 2024
Added 0.84%
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
17,760
shares
|
$1.66 Million
0.18% of portfolio
|
Q2 2024
Reduced 24.04%
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 31, 2024 Q2 2024 |
17,745
shares
|
$1.66 Million
1.09% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
Naviter Wealth, LLC
|
Aug 01, 2024 Q2 2024 |
17,737
shares
|
$1.66 Million
0.27% of portfolio
|
Q2 2024
Added 8.96%
|
|
Horizon Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
17,650
shares
|
$1.65 Million
0.42% of portfolio
|
Q2 2024
Added 0.05%
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Aug 14, 2024 Q2 2024 |
17,612
shares
|
$1.65 Million
0.7% of portfolio
|
Q2 2024
Reduced 3.61%
|
|
Drexel Morgan & Co.
Radnor, PA |
Aug 12, 2024 Q2 2024 |
17,586
shares
|
$1.64 Million
0.37% of portfolio
|
Q2 2024
Added 6.03%
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
17,474
shares
|
$1.63 Million
0.46% of portfolio
|
Q1 2023
Added 20.45%
|
|
Insight Inv LLC
El Segundo, CA |
Aug 07, 2024 Q2 2024 |
17,471
shares
|
$1.63 Million
1.51% of portfolio
|
Q1 2024
Added 7.05%
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 31, 2024 Q2 2024 |
17,455
shares
|
$1.63 Million
0.4% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
Stone Point Wealth LLC
|
Jul 30, 2024 Q2 2024 |
17,446
shares
|
$1.63 Million
0.63% of portfolio
|
Q2 2024
Reduced 3.49%
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 13, 2024 Q2 2024 |
17,395
shares
|
$1.63 Million
0.12% of portfolio
|
Q2 2024
Added 4101.69%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 09, 2024 Q2 2024 |
17,338
shares
|
$1.62 Million
0.16% of portfolio
|
Q2 2024
Added 13.61%
|
|
North Star Investment Management Corp.
Chicago, IL |
Aug 05, 2024 Q2 2024 |
17,249
shares
|
$1.61 Million
0.13% of portfolio
|
Q2 2024
Reduced 1.35%
|