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 |
---|---|---|---|---|---|
9258 Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
7,780
shares
|
$728,986
0.12% of portfolio
|
Q2 2024
Added 0.06%
|
|
Napatree Capital LLC
Westerly, RI |
Aug 13, 2024 Q2 2024 |
7,770
shares
|
$728,049
0.63% of portfolio
|
Q2 2024
Added 11.0%
|
|
Wright Investors Service Inc
|
Jul 26, 2024 Q2 2024 |
7,763
shares
|
$727,393
0.2% of portfolio
|
Q2 2024
New holding
|
|
Chiron Capital Management, LLC
|
Aug 08, 2024 Q2 2024 |
7,761
shares
|
$727,205
0.75% of portfolio
|
Q2 2024
Reduced 45.96%
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
7,752
shares
|
$726,362
0.13% of portfolio
|
Q2 2024
Reduced 3.59%
|
|
Apexium Financial, LP
|
Aug 05, 2024 Q2 2024 |
7,748
shares
|
$725,987
0.06% of portfolio
|
Q2 2024
Added 1.81%
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
7,735
shares
|
$724,769
0.29% of portfolio
|
Q2 2024
Reduced 2.89%
|
|
Wescott Financial Advisory Group, LLC
|
Aug 14, 2024 Q2 2024 |
7,734
shares
|
$724,675
0.1% of portfolio
|
Q2 2024
Added 1.52%
|
|
Seeds Investor LLC
New York, NY |
Aug 02, 2024 Q2 2024 |
7,731
shares
|
$724,394
0.39% of portfolio
|
Q2 2024
Added 6.11%
|
|
Advisor Os, LLC
|
Aug 05, 2024 Q2 2024 |
7,728
shares
|
$724,113
0.09% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Jul 30, 2024 Q2 2024 |
7,728
shares
|
$724,113
0.4% of portfolio
|
Q2 2024
Added 14.37%
|
|
Eastern Bank
|
Jul 23, 2024 Q2 2024 |
7,722
shares
|
$723,551
0.03% of portfolio
|
Q2 2024
Reduced 17.66%
|
|
Baldwin Investment Management, LLC
|
Jul 30, 2024 Q2 2024 |
7,718
shares
|
$723,176
0.11% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
7,703
shares
|
$721,771
0.02% of portfolio
|
Q2 2024
New holding
|
|
Mittelman Wealth Management
Andover, MA |
Aug 12, 2024 Q2 2024 |
7,687
shares
|
$720,271
0.49% of portfolio
|
Q2 2024
Added 3.15%
|
|
E Rn Financial, LLC
|
Jul 18, 2024 Q2 2024 |
7,684
shares
|
$719,990
0.13% of portfolio
|
Q2 2024
Added 1.61%
|
|
Sippican Capital Advisors
|
Aug 06, 2024 Q2 2024 |
7,683
shares
|
$719,897
0.65% of portfolio
|
Q2 2024
Reduced 4.71%
|
|
Valicenti Advisory Services Inc
|
Jul 23, 2024 Q2 2024 |
7,673
shares
|
$718,960
0.2% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 22, 2024 Q2 2024 |
7,657
shares
|
$717,460
0.49% of portfolio
|
Q2 2024
Added 1.39%
|
|
First Command Advisory Services, Inc.
|
Jul 26, 2024 Q2 2024 |
7,645
shares
|
$716,336
0.01% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 19, 2024 Q2 2024 |
7,642
shares
|
$716,055
0.37% of portfolio
|
Q2 2024
Added 0.75%
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 02, 2024 Q2 2024 |
7,639
shares
|
$715,774
0.52% of portfolio
|
Q2 2024
Reduced 11.78%
|
|
Intact Investment Management Inc.
Montreal, A8 |
Jul 30, 2024 Q2 2024 |
7,630
shares
|
$714,931
0.03% of portfolio
|
Q2 2024
Added 6.71%
|
|
Cic Wealth, LLC
Rockville, MD |
Jul 12, 2024 Q2 2024 |
7,625
shares
|
$714,462
0.21% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 25, 2024 Q2 2024 |
7,617
shares
|
$713,712
0.02% of portfolio
|
Q1 2024
Added 90.43%
|