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 |
---|---|---|---|---|---|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
14,506
shares
|
$1.36 Million
0.43% of portfolio
|
Q1 2024
New holding
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
14,487
shares
|
$1.35 Million
0.83% of portfolio
|
Q1 2024
Added 1.56%
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 24, 2024 Q2 2024 |
14,479
shares
|
$1.35 Million
0.05% of portfolio
|
Q2 2024
Reduced 47.29%
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 14, 2024 Q2 2024 |
14,471
shares
|
$1.35 Million
0.14% of portfolio
|
Q2 2024
Added 6.55%
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 14, 2024 Q2 2024 |
14,460
shares
|
$1.35 Million
0.45% of portfolio
|
Q2 2024
Added 23.58%
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 15, 2024 Q1 2024 |
14,420
shares
|
$1.35 Million
0.47% of portfolio
|
Q1 2024
New holding
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
14,333
shares
|
$1.34 Million
0.17% of portfolio
|
Q3 2022
Added 14.08%
|
|
Adell Harriman & Carpenter Inc
|
Aug 01, 2024 Q2 2024 |
14,322
shares
|
$1.34 Million
0.11% of portfolio
|
Q2 2024
Reduced 16.32%
|
|
Ridgewood Investments LLC
|
Jul 29, 2024 Q2 2024 |
14,288
shares
|
$1.34 Million
0.7% of portfolio
|
Q2 2024
Added 1.8%
|
|
Alpha Cubed Investments, LLC
|
Jul 15, 2024 Q2 2024 |
14,269
shares
|
$1.33 Million
0.07% of portfolio
|
Q2 2024
Reduced 5.49%
|
|
American Investment Services, Inc.
|
Aug 14, 2024 Q2 2024 |
14,248
shares
|
$1.33 Million
0.26% of portfolio
|
Q4 2023
Reduced 0.59%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
14,246
shares
|
$1.33 Million
0.03% of portfolio
|
Q2 2024
Reduced 11.41%
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 30, 2024 Q2 2024 |
14,197
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2024
Added 4.87%
|
|
Winthrop Advisory Group LLC
|
Jul 18, 2024 Q2 2024 |
14,164
shares
|
$1.32 Million
0.19% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 27, 2024 Q2 2024 |
14,150
shares
|
$1.32 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
14,129
shares
|
$1.32 Million
1.44% of portfolio
|
Q3 2022
Reduced 91.6%
|
|
Baker Tilly Wealth Management, LLC
|
Jul 18, 2024 Q2 2024 |
14,106
shares
|
$1.32 Million
0.59% of portfolio
|
Q2 2024
Reduced 55.98%
|
|
Embree Financial Group
Chicago, IL |
Aug 01, 2024 Q2 2024 |
14,100
shares
|
$1.32 Million
0.27% of portfolio
|
Q2 2024
Reduced 14.51%
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
14,099
shares
|
$1.32 Million
1.7% of portfolio
|
Q4 2022
Reduced 1.4%
|
|
Mwa Asset Management
Lexington, MA |
Jul 26, 2024 Q2 2024 |
14,079
shares
|
$1.32 Million
1.0% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 08, 2024 Q2 2024 |
14,038
shares
|
$1.31 Million
0.24% of portfolio
|
Q2 2024
Reduced 73.81%
|
|
Rockland Trust CO
|
Jul 23, 2024 Q2 2024 |
14,031
shares
|
$1.31 Million
0.07% of portfolio
|
Q2 2024
Added 0.03%
|
|
Absher Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
14,030
shares
|
$1.31 Million
0.2% of portfolio
|
Q2 2024
Reduced 24.21%
|
|
Kpp Advisory Services LLC
Louisville, KY |
Aug 27, 2024 Q2 2024 |
14,005
shares
|
$1.31 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
14,000
shares
|
$1.31 Million
0.3% of portfolio
|
Q2 2023
Added 6.59%
|