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 |
---|---|---|---|---|---|
Paloma Partners Management CO
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
13,000
shares
|
$1.22 Million
0.04% of portfolio
|
Q2 2024
Reduced 44.78%
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 24, 2024 Q2 2024 |
13,000
shares
|
$1.22 Million
1.03% of portfolio
|
Q4 2023
New holding
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2024 Q2 2024 |
12,938
shares
|
$1.21 Million
0.13% of portfolio
|
Q2 2024
Added 0.43%
|
|
Hartline Investment Corp
Winnetka, IL |
Aug 08, 2024 Q2 2024 |
12,928
shares
|
$1.21 Million
0.17% of portfolio
|
Q2 2024
Added 21.94%
|
|
Soa Wealth Advisors, Llc.
|
Jul 17, 2024 Q2 2024 |
12,927
shares
|
$1.21 Million
0.26% of portfolio
|
Q2 2024
Reduced 25.65%
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 14, 2024 Q2 2024 |
12,889
shares
|
$1.2 Million
1.12% of portfolio
|
Q2 2024
Added 1.78%
|
|
Old National Bancorp
|
Jul 11, 2024 Q2 2024 |
12,854
shares
|
$1.2 Million
0.03% of portfolio
|
Q2 2024
Reduced 9.5%
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
12,795
shares
|
$1.2 Million
0.78% of portfolio
|
Q2 2024
Reduced 6.31%
|
|
Herold Advisors, Inc.
|
Jul 24, 2024 Q2 2024 |
12,776
shares
|
$1.19 Million
0.3% of portfolio
|
Q2 2024
Added 2.0%
|
|
Lbmc Investment Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
12,770
shares
|
$1.19 Million
0.11% of portfolio
|
Q1 2024
Added 21.8%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
12,752
shares
|
$1.19 Million
0.08% of portfolio
|
Q2 2024
Added 528.18%
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
12,744
shares
|
$1.19 Million
0.61% of portfolio
|
Q2 2024
Added 5.44%
|
|
Mechanics Bank Trust Department
|
Jul 12, 2024 Q2 2024 |
12,724
shares
|
$1.19 Million
0.18% of portfolio
|
Q2 2024
Added 7.25%
|
|
Tectonic Advisors LLC
Plano, TX |
Aug 02, 2024 Q2 2024 |
12,670
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2024
Added 8.42%
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 01, 2024 Q2 2024 |
12,658
shares
|
$1.18 Million
0.07% of portfolio
|
Q2 2024
Reduced 11.41%
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 13, 2024 Q2 2024 |
12,650
shares
|
$1.18 Million
0.64% of portfolio
|
Q2 2024
Reduced 2.39%
|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 15, 2024 Q2 2024 |
12,627
shares
|
$1.18 Million
0.33% of portfolio
|
Q1 2024
Reduced 1.46%
|
|
Cinctive Capital Management LP
New York, NY |
Aug 14, 2024 Q2 2024 |
12,620
shares
|
$1.18 Million
0.06% of portfolio
|
Q2 2024
Added 115.14%
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Apr 19, 2024 Q1 2024 |
12,614
shares
|
$1.18 Million
0.8% of portfolio
|
Q1 2024
Added 1.17%
|
|
Capricorn Fund Managers LTD
London, X0 |
Jul 12, 2024 Q2 2024 |
12,600
shares
|
$1.18 Million
1.1% of portfolio
|
Q2 2024
Added 14.55%
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2024 Q2 2024 |
12,588
shares
|
$1.18 Million
0.06% of portfolio
|
Q2 2024
Added 6.61%
|
|
Moseley Investment Management Inc
|
Jul 16, 2024 Q2 2024 |
12,566
shares
|
$1.17 Million
0.59% of portfolio
|
Q2 2024
Added 1.4%
|
|
Legacy Financial Advisors, Inc.
|
Aug 13, 2024 Q2 2024 |
12,503
shares
|
$1.17 Million
0.25% of portfolio
|
Q2 2024
Added 1.95%
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
12,454
shares
|
$1.16 Million
0.23% of portfolio
|
Q2 2024
Added 5.23%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
12,431
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2024
Added 3.94%
|