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 |
---|---|---|---|---|---|
Moody Lynn & Lieberson, LLC
|
Jul 25, 2024 Q2 2024 |
9,696
shares
|
$908,515
0.07% of portfolio
|
Q2 2024
Added 0.15%
|
|
Keystone Financial Group
|
Jul 31, 2024 Q2 2024 |
9,695
shares
|
$908,421
0.35% of portfolio
|
Q2 2024
Added 18.04%
|
|
Aprio Wealth Management, LLC
|
Jul 10, 2024 Q2 2024 |
9,661
shares
|
$905,235
0.19% of portfolio
|
Q2 2024
Added 15.83%
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,651
shares
|
$904,298
0.12% of portfolio
|
Q2 2023
Reduced 8.53%
|
|
Db Fitzpatrick & Co, Inc
|
Jul 17, 2024 Q2 2024 |
9,615
shares
|
$900,925
0.89% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
Hudson Valley Investment Advisors Inc
|
Jul 02, 2024 Q2 2024 |
9,614
shares
|
$900,831
0.12% of portfolio
|
Q2 2024
Added 10.51%
|
|
Tlwm
San Antonio, TX |
Jul 12, 2024 Q2 2024 |
9,601
shares
|
$899,613
0.21% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
Bank Of Stockton
|
Jul 24, 2024 Q2 2024 |
9,593
shares
|
$898,864
0.3% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
Sachetta, LLC
Lynnfield, MA |
Aug 07, 2024 Q2 2024 |
9,568
shares
|
$896,521
0.39% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
Corundum Group, Inc.
|
Jul 17, 2024 Q2 2024 |
9,548
shares
|
$894,647
0.37% of portfolio
|
Q2 2024
Added 104.72%
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
9,540
shares
|
$893,898
0.02% of portfolio
|
Q2 2024
Added 118.81%
|
|
Forte Capital LLC
|
Aug 13, 2024 Q2 2024 |
9,532
shares
|
$893,148
0.12% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,519
shares
|
$891,930
0.35% of portfolio
|
Q2 2022
Reduced 0.95%
|
|
Beacon Financial Advisory LLC
|
Jul 26, 2024 Q2 2024 |
9,516
shares
|
$891,649
0.38% of portfolio
|
Q2 2024
Added 41.4%
|
|
Equitable Trust CO
|
Aug 01, 2024 Q2 2024 |
9,503
shares
|
$890,431
0.07% of portfolio
|
Q2 2024
Reduced 8.82%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
9,464
shares
|
$886,776
0.02% of portfolio
|
Q2 2024
Added 10.48%
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Aug 12, 2024 Q2 2024 |
9,425
shares
|
$883,122
0.03% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2024 Q2 2024 |
9,425
shares
|
$883,122
0.2% of portfolio
|
Q2 2024
Added 5.25%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
9,422
shares
|
$882,841
0.17% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
Sciencast Management LP
|
Aug 13, 2024 Q2 2024 |
9,414
shares
|
$882,091
0.33% of portfolio
|
Q2 2024
New holding
|
|
Monterey Private Wealth, Inc.
|
Jul 08, 2024 Q2 2024 |
9,410
shares
|
$881,717
0.35% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
Davis Capital Management
Jacksonville, FL |
Jul 02, 2024 Q2 2024 |
9,410
shares
|
$881,717
0.8% of portfolio
|
Q2 2024
Reduced 8.11%
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
9,402
shares
|
$880,967
0.04% of portfolio
|
Q2 2024
Added 365.45%
|
|
Camden Capital, LLC
|
Aug 06, 2024 Q2 2024 |
9,386
shares
|
$879,468
0.07% of portfolio
|
Q2 2024
Added 3.72%
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 13, 2024 Q2 2024 |
9,367
shares
|
$877,687
0.04% of portfolio
|
Q2 2024
Reduced 76.0%
|