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 |
---|---|---|---|---|---|
Spectrum Wealth Advisory Group, LLC
|
Aug 07, 2024 Q2 2024 |
8,046
shares
|
$753,910
0.86% of portfolio
|
Q2 2024
Added 1.27%
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Aug 06, 2024 Q2 2024 |
8,045
shares
|
$753,816
0.53% of portfolio
|
Q2 2024
Reduced 9.82%
|
|
Lcm Capital Management Inc
|
Aug 01, 2024 Q2 2024 |
8,030
shares
|
$752,411
0.5% of portfolio
|
Q2 2024
Added 11.73%
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
8,006
shares
|
$750,162
0.18% of portfolio
|
Q2 2024
Reduced 8.45%
|
|
Old Point Trust & Financial Services N A
|
Aug 13, 2024 Q2 2024 |
7,977
shares
|
$747,444
0.31% of portfolio
|
Q2 2024
Reduced 4.71%
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 14, 2024 Q2 2024 |
7,957
shares
|
$745,570
0.3% of portfolio
|
Q2 2024
Added 0.08%
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
7,956
shares
|
$745,477
0.29% of portfolio
|
Q1 2023
Added 19.98%
|
|
Outfitter Financial LLC
|
Jul 30, 2024 Q2 2024 |
7,955
shares
|
$745,383
0.66% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 14, 2024 Q2 2024 |
7,937
shares
|
$743,696
0.17% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
Fny Investment Advisers, LLC
|
Aug 05, 2024 Q2 2024 |
7,933
shares
|
$743,322
0.53% of portfolio
|
Q2 2024
Added 597.1%
|
|
First United Bank & Trust
|
Aug 12, 2024 Q2 2024 |
7,927
shares
|
$742,759
0.3% of portfolio
|
Q1 2024
Reduced 1.33%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
7,926
shares
|
$742,666
0.12% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
United Community Bank
Greenville, SC |
Aug 02, 2024 Q2 2024 |
7,914
shares
|
$741,541
0.32% of portfolio
|
Q2 2024
Reduced 10.37%
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,908
shares
|
$740,979
0.35% of portfolio
|
Q1 2024
Added 0.37%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
7,908
shares
|
$740,979
0.04% of portfolio
|
Q2 2024
Added 42.8%
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
7,895
shares
|
$739,761
0.08% of portfolio
|
Q3 2023
Added 2.53%
|
|
Hexagon Capital Partners LLC
|
Jul 12, 2024 Q2 2024 |
7,879
shares
|
$738,262
0.17% of portfolio
|
Q2 2024
Added 19.96%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
7,867
shares
|
$737,137
0.03% of portfolio
|
Q2 2024
Reduced 42.82%
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 14, 2024 Q2 2024 |
7,867
shares
|
$737,137
0.07% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 13, 2024 Q2 2024 |
7,841
shares
|
$734,701
0.5% of portfolio
|
Q2 2024
Reduced 2.89%
|
|
Oakworth Capital, Inc.
|
Jul 19, 2024 Q2 2024 |
7,831
shares
|
$733,764
0.06% of portfolio
|
Q2 2024
Reduced 5.1%
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Aug 12, 2024 Q2 2024 |
7,802
shares
|
$731,047
0.22% of portfolio
|
Q2 2024
Added 332.96%
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 29, 2024 Q1 2024 |
7,791
shares
|
$730,016
0.38% of portfolio
|
Q1 2024
Added 1.74%
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
7,789
shares
|
$729,829
0.2% of portfolio
|
Q3 2023
New holding
|
|
Ridgecrest Wealth Partners, LLC
|
Aug 05, 2024 Q2 2024 |
7,784
shares
|
$729,360
0.47% of portfolio
|
Q2 2024
Reduced 0.1%
|