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 |
---|---|---|---|---|---|
Sterling Investment Counsel, LLC
|
Jul 25, 2024 Q2 2024 |
16,547
shares
|
$1.55 Million
0.65% of portfolio
|
Q2 2024
Reduced 10.33%
|
|
Rs Crum Inc.
|
Aug 08, 2024 Q2 2024 |
16,524
shares
|
$1.54 Million
0.45% of portfolio
|
Q2 2024
Reduced 2.43%
|
|
Qtron Investments LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
16,524
shares
|
$1.54 Million
0.24% of portfolio
|
Q2 2024
Added 15.52%
|
|
Moneco Advisors, LLC
Fairfield, CT |
Jul 19, 2024 Q2 2024 |
16,502
shares
|
$1.54 Million
0.25% of portfolio
|
Q2 2024
Reduced 19.58%
|
|
Hudson Value Partners, LLC
|
Jul 29, 2024 Q2 2024 |
16,499
shares
|
$1.54 Million
0.72% of portfolio
|
Q2 2024
Added 0.36%
|
|
Murphy Pohlad Asset Management LLC
|
Jul 17, 2024 Q2 2024 |
16,434
shares
|
$1.54 Million
0.7% of portfolio
|
Q1 2024
Reduced 0.75%
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
16,432
shares
|
$1.54 Million
1.92% of portfolio
|
Q4 2022
Reduced 4.56%
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
16,423
shares
|
$1.54 Million
0.51% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
Boltwood Capital Management
|
Jul 08, 2024 Q2 2024 |
16,371
shares
|
$1.53 Million
0.51% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
Sws Partners
|
Jul 17, 2024 Q2 2024 |
16,359
shares
|
$1.53 Million
0.49% of portfolio
|
Q2 2024
Added 10.78%
|
|
Delphi Management Inc /Ma/
Boston, MA |
Aug 23, 2024 Q2 2024 |
16,338
shares
|
$1.53 Million
1.32% of portfolio
|
Q2 2024
Added 5.05%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 11, 2024 Q2 2024 |
16,320
shares
|
$1.53 Million
0.07% of portfolio
|
Q2 2024
Added 8.89%
|
|
Harbor Advisory Corp
|
Jul 25, 2024 Q2 2024 |
16,165
shares
|
$1.51 Million
0.56% of portfolio
|
Q2 2024
Reduced 22.41%
|
|
Helios Capital Management Pte. LTD
|
Jul 29, 2024 Q2 2024 |
16,150
shares
|
$1.51 Million
1.05% of portfolio
|
Q1 2022
Reduced 25.4%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
16,092
shares
|
$1.5 Million
0.05% of portfolio
|
Q2 2024
Added 5.02%
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Aug 12, 2024 Q2 2024 |
16,081
shares
|
$1.5 Million
0.16% of portfolio
|
Q2 2024
Added 4.54%
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
16,071
shares
|
$1.5 Million
0.25% of portfolio
|
Q3 2023
Reduced 18.42%
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 16, 2024 Q2 2024 |
16,057
shares
|
$1.5 Million
0.03% of portfolio
|
Q2 2024
Reduced 7.07%
|
|
Aspiriant, LLC
|
Jul 15, 2024 Q2 2024 |
16,045
shares
|
$1.5 Million
0.07% of portfolio
|
Q2 2024
Reduced 19.38%
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Aug 12, 2024 Q2 2024 |
15,970
shares
|
$1.49 Million
0.46% of portfolio
|
Q2 2024
Reduced 60.02%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
15,933
shares
|
$1.49 Million
0.12% of portfolio
|
Q2 2024
Added 7.34%
|
|
Bedel Financial Consulting, Inc.
|
Aug 05, 2024 Q2 2024 |
15,933
shares
|
$1.49 Million
0.23% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
Bangor Savings Bank
Bangor, ME |
Jul 15, 2024 Q2 2024 |
15,855
shares
|
$1.48 Million
0.16% of portfolio
|
Q2 2024
Added 1.23%
|
|
Bridges Investment Management Inc
|
Aug 12, 2024 Q2 2024 |
15,842
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2024
Reduced 11.65%
|
|
Triangle Securities Wealth Management
|
Jul 10, 2024 Q2 2024 |
15,810
shares
|
$1.48 Million
0.45% of portfolio
|
Q2 2024
Reduced 2.76%
|