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 |
---|---|---|---|---|---|
Omnia Family Wealth, LLC
|
Aug 14, 2024 Q2 2024 |
13,465
shares
|
$1.26 Million
0.57% of portfolio
|
Q2 2024
Reduced 3.07%
|
|
Hollencrest Capital Management
|
Aug 12, 2024 Q2 2024 |
13,444
shares
|
$1.26 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Jmac Enterprises LLC
|
Jul 30, 2024 Q2 2024 |
13,419
shares
|
$1.25 Million
0.24% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Jul 18, 2024 Q2 2024 |
13,419
shares
|
$1.25 Million
0.5% of portfolio
|
Q2 2024
New holding
|
|
First National Bank & Trust CO Of Newtown
|
Jul 23, 2024 Q2 2024 |
13,383
shares
|
$1.25 Million
0.27% of portfolio
|
Q2 2024
Reduced 5.81%
|
|
Ceera Investments, LLC
Bellaire, TX |
Aug 06, 2024 Q2 2024 |
13,360
shares
|
$1.25 Million
0.59% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
13,360
shares
|
$1.25 Million
1.56% of portfolio
|
Q3 2022
Added 85.94%
|
|
My Legacy Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
13,332
shares
|
$1.25 Million
0.43% of portfolio
|
Q1 2024
Added 4.98%
|
|
Family Legacy, Inc.
|
Jul 24, 2024 Q2 2024 |
13,321
shares
|
$1.25 Million
0.48% of portfolio
|
Q2 2024
Added 1.59%
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Jul 31, 2024 Q2 2024 |
13,252
shares
|
$1.24 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
Coastal Bridge Advisors, LLC
|
Aug 15, 2024 Q2 2024 |
13,240
shares
|
$1.24 Million
0.37% of portfolio
|
Q2 2024
Added 14.27%
|
|
Avestar Capital, LLC
|
Aug 08, 2024 Q2 2024 |
13,236
shares
|
$1.24 Million
0.14% of portfolio
|
Q2 2024
Added 11.18%
|
|
Davidson Trust CO
|
Jul 31, 2024 Q2 2024 |
13,220
shares
|
$1.24 Million
0.91% of portfolio
|
Q2 2024
Reduced 15.01%
|
|
Hancock Whitney Corp
|
Aug 13, 2024 Q2 2024 |
13,219
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
Kovack Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
13,206
shares
|
$1.23 Million
0.15% of portfolio
|
Q2 2024
Reduced 16.62%
|
|
Trellus Management Company, LLC
|
Oct 24, 2023 Q3 2023 |
13,200
shares
|
$1.23 Million
1.53% of portfolio
|
Q3 2020
Reduced 12.0%
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
13,194
shares
|
$1.23 Million
0.04% of portfolio
|
Q1 2024
Added 2.78%
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
13,174
shares
|
$1.23 Million
0.33% of portfolio
|
Q2 2024
Reduced 41.3%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
13,139
shares
|
$1.23 Million
0.03% of portfolio
|
Q2 2024
Added 18.14%
|
|
Elmwood Wealth Management, Inc.
|
Aug 13, 2024 Q2 2024 |
13,134
shares
|
$1.23 Million
0.63% of portfolio
|
Q2 2024
Reduced 4.68%
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jul 19, 2024 Q2 2024 |
13,073
shares
|
$1.22 Million
0.84% of portfolio
|
Q2 2024
Added 1.19%
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 15, 2024 Q2 2024 |
13,058
shares
|
$1.22 Million
0.71% of portfolio
|
Q2 2024
Added 7.45%
|
|
Journey Advisory Group, LLC
|
Aug 02, 2024 Q2 2024 |
13,054
shares
|
$1.22 Million
0.16% of portfolio
|
Q2 2024
Reduced 12.03%
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
13,049
shares
|
$1.22 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jul 31, 2024 Q2 2024 |
13,010
shares
|
$1.22 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.22%
|