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 |
---|---|---|---|---|---|
Cumberland Advisors Inc
|
Jul 10, 2024 Q2 2024 |
15,250
shares
|
$1.43 Million
0.62% of portfolio
|
Q2 2024
Added 7.02%
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
15,181
shares
|
$1.42 Million
0.39% of portfolio
|
Q3 2022
Added 135.66%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
15,180
shares
|
$1.42 Million
0.17% of portfolio
|
Q2 2024
Added 6.9%
|
|
Wms Partners, LLC
|
Aug 14, 2024 Q2 2024 |
15,153
shares
|
$1.42 Million
0.1% of portfolio
|
Q2 2024
Reduced 6.22%
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2024 Q2 2024 |
15,148
shares
|
$1.42 Million
0.25% of portfolio
|
Q2 2024
Added 13.63%
|
|
Flc Capital Advisors
|
Jul 15, 2024 Q2 2024 |
15,146
shares
|
$1.42 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
Alpha Omega Wealth Management LLC
|
Jul 25, 2024 Q2 2024 |
15,141
shares
|
$1.42 Million
0.29% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
Delta Financial Advisors LLC
|
Aug 06, 2024 Q2 2024 |
15,104
shares
|
$1.41 Million
0.58% of portfolio
|
Q2 2024
Added 2.15%
|
|
Auxier Asset Management
Aurora, OR |
Aug 13, 2024 Q2 2024 |
15,027
shares
|
$1.4 Million
0.24% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
15,027
shares
|
$1.4 Million
0.15% of portfolio
|
Q4 2023
Reduced 43.42%
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
15,024
shares
|
$1.4 Million
2.07% of portfolio
|
Q3 2022
Reduced 6.1%
|
|
Trustco Bank Corp N Y
Albany, NY |
Aug 13, 2024 Q2 2024 |
15,013
shares
|
$1.4 Million
1.62% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
14,884
shares
|
$1.39 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
Townsend Asset Management Corp
|
Jul 25, 2024 Q2 2024 |
14,849
shares
|
$1.39 Million
0.57% of portfolio
|
Q2 2024
Reduced 61.1%
|
|
J. W. Coons Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
14,811
shares
|
$1.38 Million
0.28% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
Bigelow Investment Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
14,731
shares
|
$1.38 Million
0.7% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
Legacy Private Trust Co.
|
Jul 12, 2024 Q2 2024 |
14,718
shares
|
$1.38 Million
0.11% of portfolio
|
Q2 2024
Added 12.67%
|
|
Moloney Securities Asset Management, LLC
|
Jul 30, 2024 Q2 2024 |
14,693
shares
|
$1.37 Million
0.22% of portfolio
|
Q2 2024
Reduced 11.9%
|
|
Sheets Smith Wealth Management
|
Jul 30, 2024 Q2 2024 |
14,680
shares
|
$1.37 Million
0.18% of portfolio
|
Q2 2024
Added 1.17%
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Aug 06, 2024 Q2 2024 |
14,660
shares
|
$1.37 Million
1.13% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 07, 2024 Q2 2024 |
14,642
shares
|
$1.37 Million
0.11% of portfolio
|
Q2 2024
Added 1.64%
|
|
Bbr Partners, LLC
New York, NY |
Aug 05, 2024 Q2 2024 |
14,608
shares
|
$1.37 Million
0.12% of portfolio
|
Q2 2024
Reduced 11.41%
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
14,603
shares
|
$1.37 Million
0.14% of portfolio
|
Q2 2024
Added 8.41%
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
14,559
shares
|
$1.36 Million
0.78% of portfolio
|
Q1 2024
Added 16.01%
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 22, 2024 Q2 2024 |
14,526
shares
|
$1.36 Million
0.52% of portfolio
|
Q2 2024
Added 20.94%
|