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 |
---|---|---|---|---|---|
Waldron Private Wealth LLC
|
Jul 31, 2024 Q2 2024 |
11,960
shares
|
$1.12 Million
0.05% of portfolio
|
Q4 2023
Added 21.08%
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 31, 2024 Q2 2024 |
11,960
shares
|
$1.12 Million
0.1% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
Capital Advisors Inc
|
Jul 31, 2024 Q2 2024 |
11,957
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2024
Added 1.94%
|
|
Inscription Capital, LLC
Houston, TX |
Jul 17, 2024 Q2 2024 |
11,933
shares
|
$1.12 Million
0.19% of portfolio
|
Q2 2024
Added 1.21%
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Jul 31, 2024 Q2 2024 |
11,928
shares
|
$1.12 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
11,898
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 26, 2024 Q2 2024 |
11,848
shares
|
$1.11 Million
0.37% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 15, 2024 Q2 2024 |
11,828
shares
|
$1.11 Million
0.16% of portfolio
|
Q2 2024
Added 6.65%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
11,820
shares
|
$1.11 Million
0.08% of portfolio
|
Q2 2024
Added 8.07%
|
|
Chicago Capital, LLC
|
Aug 06, 2024 Q2 2024 |
11,808
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2024
Added 12.13%
|
|
Transatlantique Private Wealth LLC
|
Aug 13, 2024 Q2 2024 |
11,808
shares
|
$1.11 Million
0.48% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
Empirical Asset Management, LLC
|
Aug 09, 2024 Q2 2024 |
11,800
shares
|
$1.11 Million
0.13% of portfolio
|
Q2 2024
Added 538.87%
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 12, 2024 Q2 2024 |
11,744
shares
|
$1.1 Million
0.16% of portfolio
|
Q2 2024
Reduced 3.92%
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 08, 2024 Q2 2024 |
11,724
shares
|
$1.1 Million
1.07% of portfolio
|
Q2 2024
Added 0.21%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
11,724
shares
|
$1.1 Million
0.1% of portfolio
|
Q2 2024
Reduced 34.55%
|
|
Martin & CO Inc
Knoxville, TN |
Aug 12, 2024 Q2 2024 |
11,715
shares
|
$1.1 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
Aldebaran Financial Inc.
|
Aug 22, 2024 Q2 2024 |
11,664
shares
|
$1.09 Million
1.62% of portfolio
|
Q2 2024
Added 1.51%
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 02, 2024 Q2 2024 |
11,656
shares
|
$1.09 Million
0.34% of portfolio
|
Q2 2024
Added 3.65%
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2024 Q2 2024 |
11,643
shares
|
$1.09 Million
0.51% of portfolio
|
Q1 2024
Added 7.12%
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 18, 2024 Q2 2024 |
11,626
shares
|
$1.09 Million
0.09% of portfolio
|
Q2 2024
Added 10.28%
|
|
Axs Investments LLC
Port Chester, NY |
Aug 13, 2024 Q2 2024 |
11,626
shares
|
$1.09 Million
0.33% of portfolio
|
Q1 2024
Reduced 4.83%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
11,622
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2023
Reduced 11.16%
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Aug 07, 2024 Q2 2024 |
11,622
shares
|
$1.09 Million
0.86% of portfolio
|
Q2 2024
Added 10.76%
|
|
Doliver Advisors, LP
Houston, TX |
Jul 12, 2024 Q2 2024 |
11,614
shares
|
$1.09 Million
0.33% of portfolio
|
Q2 2024
Reduced 3.82%
|
|
Howland Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
11,608
shares
|
$1.09 Million
0.06% of portfolio
|
Q2 2024
Reduced 93.13%
|