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 |
---|---|---|---|---|---|
Monetta Financial Services Inc
Wheaton, IL |
Aug 09, 2024 Q2 2024 |
14,000
shares
|
$1.31 Million
1.2% of portfolio
|
Q1 2024
Added 16.67%
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 02, 2024 Q2 2024 |
14,000
shares
|
$1.31 Million
0.87% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
Tempus Wealth Planning, LLC
|
Jul 25, 2024 Q2 2024 |
13,991
shares
|
$1.31 Million
0.61% of portfolio
|
Q2 2024
Added 16.09%
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 16, 2024 Q2 2024 |
13,961
shares
|
$1.31 Million
0.23% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
James Investment Research Inc
|
Jul 30, 2024 Q2 2024 |
13,921
shares
|
$1.3 Million
0.17% of portfolio
|
Q2 2024
Added 0.04%
|
|
Game Plan Financial Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
13,910
shares
|
$1.3 Million
0.8% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
North Rock Partners, LLC
|
Aug 06, 2024 Q2 2024 |
13,910
shares
|
$1.3 Million
0.12% of portfolio
|
Q2 2024
Reduced 19.66%
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jul 24, 2024 Q2 2024 |
13,883
shares
|
$1.3 Million
1.37% of portfolio
|
Q2 2024
Reduced 17.11%
|
|
Carl P. Sherr & Co., LLC
|
Jul 23, 2024 Q2 2024 |
13,868
shares
|
$1.3 Million
0.77% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
American National Bank
|
Jul 23, 2024 Q2 2024 |
13,854
shares
|
$1.3 Million
0.18% of portfolio
|
Q2 2024
Reduced 20.98%
|
|
Eos Management, L.P.
|
Jul 29, 2024 Q2 2024 |
13,831
shares
|
$1.29 Million
0.54% of portfolio
|
Q1 2024
New holding
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
13,797
shares
|
$1.29 Million
0.85% of portfolio
|
Q2 2022
Reduced 1.5%
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
13,759
shares
|
$1.29 Million
0.25% of portfolio
|
Q3 2023
Added 143.35%
|
|
Payden & Rygel
Los Angeles, CA |
Feb 12, 2024 Q4 2023 |
13,730
shares
|
$1.28 Million
0.09% of portfolio
|
Q4 2023
Reduced 90.69%
|
|
Cadence Bank
Tupelo, MS |
Aug 13, 2024 Q2 2024 |
13,723
shares
|
$1.28 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
Fullcircle Wealth LLC
Dallas, TX |
Jul 25, 2024 Q2 2024 |
13,699
shares
|
$1.28 Million
0.6% of portfolio
|
Q2 2024
New holding
|
|
Hap Trading, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
13,673
shares
|
$1.28 Million
0.16% of portfolio
|
Q2 2024
New holding
|
|
Chicago Trust CO Na
|
Jul 11, 2024 Q2 2024 |
13,670
shares
|
$1.28 Million
0.33% of portfolio
|
Q2 2024
Reduced 21.95%
|
|
Trust CO Of Oklahoma
|
Jul 23, 2024 Q2 2024 |
13,657
shares
|
$1.28 Million
0.48% of portfolio
|
Q2 2024
Reduced 6.34%
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2024 Q2 2024 |
13,655
shares
|
$1.28 Million
0.21% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 15, 2024 Q2 2024 |
13,625
shares
|
$1.27 Million
0.25% of portfolio
|
Q2 2024
Reduced 7.16%
|
|
Investors Asset Management Of Georgia Inc
|
Jul 29, 2024 Q2 2024 |
13,536
shares
|
$1.27 Million
0.66% of portfolio
|
Q2 2024
Added 1.48%
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 02, 2024 Q2 2024 |
13,536
shares
|
$1.27 Million
0.24% of portfolio
|
Q2 2024
Reduced 18.66%
|
|
Maia Wealth LLC
Denver, CO |
Jul 16, 2024 Q2 2024 |
13,528
shares
|
$1.26 Million
0.39% of portfolio
|
Q2 2024
Added 59.38%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 29, 2024 Q2 2024 |
13,511
shares
|
$1.26 Million
0.56% of portfolio
|
Q2 2024
Added 145.3%
|