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 |
---|---|---|---|---|---|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 26, 2024 Q2 2024 |
9,367
shares
|
$877,687
0.31% of portfolio
|
Q2 2024
Added 3.71%
|
|
Fukoku Mutual Life Insurance CO
|
Aug 01, 2024 Q2 2024 |
9,346
shares
|
$875,720
0.07% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
Optimum Investment Advisors
|
Jul 12, 2024 Q2 2024 |
9,323
shares
|
$873,565
0.42% of portfolio
|
Q2 2024
Reduced 2.71%
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jul 26, 2024 Q2 2024 |
9,322
shares
|
$873,471
0.72% of portfolio
|
Q2 2024
Added 0.03%
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 13, 2024 Q2 2024 |
9,311
shares
|
$872,440
0.47% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
Lex Aurum Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
9,284
shares
|
$869,910
0.23% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Aug 13, 2024 Q2 2024 |
9,280
shares
|
$869,536
0.41% of portfolio
|
Q2 2024
Added 3.7%
|
|
Bridge Advisory, LLC
|
Jul 23, 2024 Q2 2024 |
9,257
shares
|
$867,380
0.46% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
Proffitt & Goodson Inc
|
Jul 23, 2024 Q2 2024 |
9,230
shares
|
$864,851
0.16% of portfolio
|
Q2 2024
Added 13.03%
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 01, 2024 Q2 2024 |
9,225
shares
|
$864,382
0.34% of portfolio
|
Q2 2024
Added 9.11%
|
|
Los Angeles Capital Management LLC
|
Aug 05, 2024 Q2 2024 |
9,224
shares
|
$864,288
0.0% of portfolio
|
Q2 2024
Reduced 95.22%
|
|
Trust Investment Advisors
|
Aug 12, 2024 Q2 2024 |
9,212
shares
|
$863,164
0.6% of portfolio
|
Q2 2024
Added 4.24%
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 19, 2024 Q2 2024 |
9,207
shares
|
$862,695
0.01% of portfolio
|
Q1 2024
Reduced 9.39%
|
|
Hedges Asset Management LLC
|
Jul 19, 2024 Q2 2024 |
9,200
shares
|
$862,040
0.68% of portfolio
|
Q2 2024
Added 7.92%
|
|
Biltmore Family Office, LLC
|
Aug 07, 2024 Q2 2024 |
9,186
shares
|
$860,728
0.17% of portfolio
|
Q2 2024
Added 1.12%
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 13, 2024 Q2 2024 |
9,183
shares
|
$860,447
0.44% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
Armstrong Henry H Associates Inc
|
Jul 02, 2024 Q2 2024 |
9,179
shares
|
$860,072
0.09% of portfolio
|
Q1 2024
Added 1.32%
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
9,175
shares
|
$859,697
0.5% of portfolio
|
Q2 2024
Added 12.73%
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 15, 2024 Q2 2024 |
9,174
shares
|
$859,603
0.24% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 25, 2024 Q2 2024 |
9,150
shares
|
$857,355
0.2% of portfolio
|
Q2 2024
Reduced 22.03%
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
9,149
shares
|
$857,261
1.69% of portfolio
|
Q3 2022
Reduced 3.74%
|
|
Simon Quick Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
9,136
shares
|
$856,043
0.06% of portfolio
|
Q2 2024
Reduced 21.61%
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 07, 2024 Q2 2024 |
9,133
shares
|
$855,762
0.6% of portfolio
|
Q2 2024
Reduced 2.25%
|
|
Octavia Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
9,127
shares
|
$855,199
0.12% of portfolio
|
Q2 2024
Reduced 16.82%
|
|
Angeles Wealth Management, LLC
|
Aug 07, 2024 Q2 2024 |
9,119
shares
|
$854,450
0.09% of portfolio
|
Q2 2024
Added 9.85%
|