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 |
---|---|---|---|---|---|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2024 Q2 2024 |
10,565
shares
|
$989,940
0.13% of portfolio
|
Q2 2024
Reduced 3.3%
|
|
Synergy Financial Group, LTD
|
Aug 13, 2024 Q2 2024 |
10,555
shares
|
$989,003
1.11% of portfolio
|
Q2 2024
Reduced 3.96%
|
|
Citizens & Northern Corp
|
Jul 30, 2024 Q2 2024 |
10,508
shares
|
$984,599
0.33% of portfolio
|
Q2 2024
Added 0.68%
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 02, 2024 Q2 2024 |
10,492
shares
|
$983,100
0.05% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
10,487
shares
|
$982,631
0.1% of portfolio
|
Q2 2024
Reduced 9.96%
|
|
Balboa Wealth Partners
Newport Beach, CA |
Aug 13, 2024 Q2 2024 |
10,477
shares
|
$981,694
0.28% of portfolio
|
Q2 2024
Reduced 21.51%
|
|
Thomasville National Bank
|
Jul 10, 2024 Q2 2024 |
10,464
shares
|
$980,476
0.09% of portfolio
|
Q2 2024
Reduced 12.63%
|
|
Deltec Asset Management LLC
|
Jul 16, 2024 Q2 2024 |
10,458
shares
|
$979,914
0.21% of portfolio
|
Q1 2024
Reduced 47.34%
|
|
Argent Advisors, Inc.
Monroe, LA |
Jul 29, 2024 Q2 2024 |
10,453
shares
|
$979,446
0.41% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
Argus Investors' Counsel, Inc.
|
Jul 22, 2024 Q2 2024 |
10,445
shares
|
$978,696
0.65% of portfolio
|
Q2 2024
New holding
|
|
De Dora Capital, Inc.
|
Jul 17, 2024 Q2 2024 |
10,443
shares
|
$978,509
0.32% of portfolio
|
Q2 2024
Added 10.34%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
10,428
shares
|
$977,103
0.1% of portfolio
|
Q2 2024
Added 45.24%
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 31, 2024 Q2 2024 |
10,408
shares
|
$975,229
0.33% of portfolio
|
Q2 2024
Reduced 8.85%
|
|
Elco Management Co., LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
10,391
shares
|
$973,636
0.61% of portfolio
|
Q2 2024
Reduced 4.06%
|
|
Missouri Trust & Investment CO
Springfield, MO |
Aug 14, 2024 Q2 2024 |
10,382
shares
|
$972,793
0.39% of portfolio
|
Q2 2024
Added 10.25%
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
10,376
shares
|
$972,231
0.06% of portfolio
|
Q3 2022
Reduced 1.84%
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
10,368
shares
|
$971,481
0.07% of portfolio
|
Q2 2024
Reduced 3.47%
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Aug 28, 2024 Q2 2024 |
10,346
shares
|
$969,420
0.4% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Aug 14, 2024 Q2 2024 |
10,330
shares
|
$967,921
0.03% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
Joule Financial, LLC
|
Jul 23, 2024 Q2 2024 |
10,308
shares
|
$965,859
2.79% of portfolio
|
Q2 2024
Added 2.23%
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
10,277
shares
|
$962,954
0.07% of portfolio
|
Q3 2022
Reduced 1.19%
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 14, 2024 Q2 2024 |
10,251
shares
|
$960,518
0.2% of portfolio
|
Q2 2024
Added 102.79%
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 23, 2024 Q2 2024 |
10,225
shares
|
$958,082
0.29% of portfolio
|
Q2 2024
New holding
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
10,209
shares
|
$956,583
0.06% of portfolio
|
Q3 2022
Added 19.4%
|
|
Uncommon Cents Investing LLC
|
Jul 17, 2024 Q2 2024 |
10,174
shares
|
$953,303
0.32% of portfolio
|
Q2 2024
Reduced 1.55%
|