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 |
---|---|---|---|---|---|
Schnieders Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
12,418
shares
|
$1.16 Million
0.25% of portfolio
|
Q2 2024
Reduced 6.28%
|
|
Garrison Asset Management, LLC
|
Aug 08, 2024 Q2 2024 |
12,410
shares
|
$1.16 Million
0.67% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Jul 31, 2024 Q2 2024 |
12,380
shares
|
$1.16 Million
0.07% of portfolio
|
Q2 2024
Added 4.6%
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 30, 2024 Q2 2024 |
12,358
shares
|
$1.16 Million
0.58% of portfolio
|
Q2 2024
New holding
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
12,353
shares
|
$1.15 Million
0.55% of portfolio
|
Q2 2024
Reduced 3.69%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
12,353
shares
|
$1.15 Million
0.05% of portfolio
|
Q4 2022
Added 56.22%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
12,345
shares
|
$1.15 Million
0.11% of portfolio
|
Q2 2023
Added 7.43%
|
|
Zwj Investment Counsel Inc
|
Jul 19, 2024 Q2 2024 |
12,342
shares
|
$1.15 Million
0.06% of portfolio
|
Q2 2024
Added 11.51%
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Aug 12, 2024 Q2 2024 |
12,325
shares
|
$1.15 Million
0.27% of portfolio
|
Q2 2024
Reduced 35.93%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
12,322
shares
|
$1.15 Million
0.24% of portfolio
|
Q2 2024
Reduced 8.09%
|
|
Adirondack Trust CO
|
Jul 09, 2024 Q2 2024 |
12,306
shares
|
$1.15 Million
0.5% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
Ballast, Inc.
|
Jul 15, 2024 Q2 2024 |
12,273
shares
|
$1.15 Million
0.37% of portfolio
|
Q2 2024
Added 10.35%
|
|
Essex Savings Bank
|
Jul 23, 2024 Q2 2024 |
12,269
shares
|
$1.15 Million
0.33% of portfolio
|
Q2 2024
Added 3.12%
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
12,265
shares
|
$1.15 Million
0.16% of portfolio
|
Q2 2024
New holding
|
|
Eads & Heald Wealth Management
|
Jul 23, 2024 Q2 2024 |
12,201
shares
|
$1.14 Million
0.59% of portfolio
|
Q2 2024
Added 7.27%
|
|
New England Asset Management Inc
Farmington, CT |
Aug 07, 2024 Q2 2024 |
12,200
shares
|
$1.14 Million
0.21% of portfolio
|
Q3 2023
Reduced 14.6%
|
|
Reynders Mc Veigh Capital Management, LLC
|
Aug 13, 2024 Q2 2024 |
12,166
shares
|
$1.14 Million
0.07% of portfolio
|
Q2 2024
Reduced 6.46%
|
|
Private Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
12,126
shares
|
$1.13 Million
0.22% of portfolio
|
Q2 2024
Reduced 4.21%
|
|
Leisure Capital Management
|
Jul 26, 2024 Q2 2024 |
12,108
shares
|
$1.13 Million
0.56% of portfolio
|
Q2 2024
Added 2.4%
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 13, 2024 Q2 2024 |
12,059
shares
|
$1.13 Million
0.41% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
Novare Capital Management LLC
|
Aug 01, 2024 Q2 2024 |
12,049
shares
|
$1.13 Million
0.11% of portfolio
|
Q2 2024
Reduced 76.46%
|
|
Dillon & Associates Inc
|
Aug 06, 2024 Q2 2024 |
12,030
shares
|
$1.12 Million
0.17% of portfolio
|
Q2 2024
Reduced 10.36%
|
|
Aia Group LTD
Hong Kong, K3 |
Jul 31, 2024 Q2 2024 |
12,019
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2024
Added 16.16%
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Aug 08, 2024 Q2 2024 |
11,985
shares
|
$1.12 Million
0.98% of portfolio
|
Q2 2024
Added 1.04%
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 14, 2024 Q2 2024 |
11,970
shares
|
$1.12 Million
0.29% of portfolio
|
Q2 2024
Added 130.02%
|