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 |
---|---|---|---|---|---|
Farmers Trust CO
|
Jul 16, 2024 Q2 2024 |
8,278
shares
|
$775,648
0.17% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Aug 15, 2024 Q2 2024 |
8,274
shares
|
$775,273
0.6% of portfolio
|
Q2 2024
New holding
|
|
Joseph P. Lucia & Associates, LLC
|
Jul 24, 2024 Q2 2024 |
8,254
shares
|
$773,399
0.49% of portfolio
|
Q2 2024
Reduced 7.41%
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,247
shares
|
$772,743
0.15% of portfolio
|
Q4 2022
Added 13.11%
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,247
shares
|
$772,743
0.15% of portfolio
|
Q4 2022
New holding
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Jul 30, 2024 Q2 2024 |
8,239
shares
|
$771,994
0.03% of portfolio
|
Q2 2024
Reduced 3.86%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 30, 2024 Q2 2024 |
8,232
shares
|
$771,338
0.06% of portfolio
|
Q2 2024
Added 10.62%
|
|
Aries Wealth Management
|
Jul 25, 2024 Q2 2024 |
8,225
shares
|
$770,682
0.26% of portfolio
|
Q2 2024
Reduced 4.92%
|
|
First National Bank Sioux Falls
|
Jul 31, 2024 Q2 2024 |
8,221
shares
|
$770,307
0.43% of portfolio
|
Q1 2024
Added 2.54%
|
|
Trust Point Inc.
La Crosse, WI |
Jul 24, 2024 Q2 2024 |
8,207
shares
|
$768,995
0.07% of portfolio
|
Q2 2024
Reduced 8.93%
|
|
Investment Partners, Ltd.
|
Aug 07, 2024 Q2 2024 |
8,201
shares
|
$768,433
0.37% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
Hedeker Wealth, LLC
|
Jul 19, 2024 Q2 2024 |
8,200
shares
|
$768,340
0.24% of portfolio
|
Q2 2024
Reduced 51.64%
|
|
Spreng Capital Management, Inc.
|
Aug 13, 2024 Q2 2024 |
8,197
shares
|
$768,058
0.42% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
Mcf Advisors LLC
Covington, KY |
Aug 05, 2024 Q2 2024 |
8,175
shares
|
$765,997
0.06% of portfolio
|
Q2 2024
Reduced 1.47%
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
8,168
shares
|
$765,341
0.06% of portfolio
|
Q2 2024
Added 9.89%
|
|
St. Johns Investment Management Company, LLC
|
Jul 25, 2024 Q2 2024 |
8,155
shares
|
$764,123
0.38% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2024 Q2 2024 |
8,145
shares
|
$763,186
0.06% of portfolio
|
Q2 2024
Reduced 3.5%
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Aug 13, 2024 Q2 2024 |
8,139
shares
|
$762,624
0.02% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
Source Financial Advisors LLC
New York, NY |
Jul 17, 2024 Q2 2024 |
8,139
shares
|
$762,624
0.25% of portfolio
|
Q2 2024
Added 73.84%
|
|
Palogic Value Management, L.P.
Dallas, TX |
Aug 13, 2024 Q2 2024 |
8,131
shares
|
$761,874
0.34% of portfolio
|
Q2 2024
Added 4.85%
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 08, 2024 Q2 2024 |
8,087
shares
|
$757,751
0.1% of portfolio
|
Q2 2024
Added 11.09%
|
|
Quent Capital, LLC
|
Jul 08, 2024 Q2 2024 |
8,086
shares
|
$757,658
0.09% of portfolio
|
Q2 2024
Added 4.12%
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 15, 2024 Q2 2024 |
8,077
shares
|
$756,814
0.63% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
Accredited Investors Inc.
|
Jul 19, 2024 Q2 2024 |
8,063
shares
|
$755,503
0.05% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
8,056
shares
|
$754,847
0.1% of portfolio
|
Q2 2024
Reduced 12.3%
|