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 |
---|---|---|---|---|---|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2024 Q2 2024 |
11,065
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
10,987
shares
|
$1.03 Million
0.07% of portfolio
|
Q2 2024
Added 18.1%
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jul 22, 2024 Q2 2024 |
10,956
shares
|
$1.03 Million
0.98% of portfolio
|
Q2 2024
New holding
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Aug 15, 2024 Q2 2024 |
10,904
shares
|
$1.02 Million
0.11% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
Avitas Wealth Management LLC
|
Jul 24, 2024 Q2 2024 |
10,900
shares
|
$1.02 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2024 Q2 2024 |
10,898
shares
|
$1.02 Million
0.4% of portfolio
|
Q2 2024
Added 175.9%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
10,882
shares
|
$1.02 Million
0.05% of portfolio
|
Q2 2023
Reduced 17.58%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
10,882
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2024
Added 10.67%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
10,858
shares
|
$1.02 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
Clarius Group, LLC
Seattle, WA |
Jul 11, 2024 Q2 2024 |
10,853
shares
|
$1.02 Million
0.08% of portfolio
|
Q2 2024
Reduced 5.63%
|
|
Forbes J M & CO LLP
|
Jul 30, 2024 Q2 2024 |
10,823
shares
|
$1.01 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
Intrust Bank Na
Wichita, KS |
Aug 08, 2024 Q2 2024 |
10,813
shares
|
$1.01 Million
0.11% of portfolio
|
Q2 2024
Added 3.56%
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Jul 18, 2024 Q2 2024 |
10,808
shares
|
$1.01 Million
0.4% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
Palouse Capital Management, Inc.
|
Aug 12, 2024 Q2 2024 |
10,807
shares
|
$1.01 Million
0.73% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
Stokes Family Office, LLC
|
Jul 05, 2024 Q2 2024 |
10,802
shares
|
$1.01 Million
0.13% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
10,794
shares
|
$1.01 Million
0.07% of portfolio
|
Q2 2024
Added 71.55%
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 13, 2024 Q2 2024 |
10,775
shares
|
$1.01 Million
0.53% of portfolio
|
Q1 2024
Reduced 0.89%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 19, 2024 Q2 2024 |
10,745
shares
|
$1.01 Million
0.12% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 18, 2024 Q2 2024 |
10,729
shares
|
$1.01 Million
0.55% of portfolio
|
Q2 2024
Added 2.16%
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 26, 2024 Q2 2024 |
10,725
shares
|
$1 Million
0.24% of portfolio
|
Q2 2024
Added 11.96%
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 18, 2024 Q2 2024 |
10,699
shares
|
$1 Million
0.32% of portfolio
|
Q4 2022
Added 2.87%
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
10,689
shares
|
$1 Million
0.1% of portfolio
|
Q2 2024
Added 3.03%
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
10,636
shares
|
$996,593
0.1% of portfolio
|
Q1 2023
Reduced 12.81%
|
|
Cheviot Value Management, LLC
|
Aug 14, 2024 Q2 2024 |
10,581
shares
|
$991,439
0.22% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
Marcum Wealth, LLC
|
Jul 02, 2024 Q2 2024 |
10,565
shares
|
$989,940
0.11% of portfolio
|
Q2 2024
Added 1.95%
|