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 |
---|---|---|---|---|---|
Cedrus LLC
Littleton, CO |
Jul 24, 2024 Q2 2024 |
7,421
shares
|
$695,347
0.37% of portfolio
|
Q2 2024
Added 1.92%
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2024 Q2 2024 |
7,417
shares
|
$694,972
0.41% of portfolio
|
Q2 2024
Added 2.76%
|
|
Saybrook Capital
|
Aug 07, 2024 Q2 2024 |
7,400
shares
|
$693,380
0.21% of portfolio
|
Q1 2023
Reduced 1.41%
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
7,396
shares
|
$693,005
0.15% of portfolio
|
Q1 2024
Added 85.46%
|
|
Paulson Wealth Management Inc.
|
Jul 25, 2024 Q2 2024 |
7,389
shares
|
$692,349
0.22% of portfolio
|
Q4 2023
Added 40.56%
|
|
Oxler Private Wealth LLC
New York, NY |
Jul 29, 2024 Q2 2024 |
7,389
shares
|
$692,349
0.29% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
Vicus Capital
State College, PA |
Jul 23, 2024 Q2 2024 |
7,377
shares
|
$691,224
0.07% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
Gables Capital Management Inc.
|
Aug 07, 2024 Q2 2024 |
7,366
shares
|
$690,194
0.39% of portfolio
|
Q2 2024
Reduced 4.16%
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
7,365
shares
|
$690,100
0.4% of portfolio
|
Q3 2023
Reduced 2.39%
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2024 Q2 2024 |
7,340
shares
|
$687,758
0.07% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
7,339
shares
|
$687,664
0.03% of portfolio
|
Q2 2024
Added 7.52%
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Aug 02, 2024 Q2 2024 |
7,336
shares
|
$687,383
0.46% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
7,297
shares
|
$683,728
0.05% of portfolio
|
Q2 2023
Reduced 12.41%
|
|
First Pacific Financial
|
Jul 19, 2024 Q2 2024 |
7,267
shares
|
$680,917
0.24% of portfolio
|
Q2 2024
Added 5.12%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
7,252
shares
|
$679,512
0.22% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
7,246
shares
|
$678,950
0.07% of portfolio
|
Q2 2023
Added 4.3%
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 30, 2024 Q2 2024 |
7,246
shares
|
$678,950
0.55% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
Old Port Advisors
|
Jul 18, 2024 Q2 2024 |
7,237
shares
|
$678,106
0.21% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
7,223
shares
|
$676,795
0.84% of portfolio
|
Q2 2024
Reduced 3.74%
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 13, 2024 Q2 2024 |
7,215
shares
|
$676,045
0.09% of portfolio
|
Q2 2024
Reduced 32.78%
|
|
Bay Colony Advisory Group, Inc D
|
Jul 24, 2024 Q2 2024 |
7,200
shares
|
$674,640
0.12% of portfolio
|
Q2 2024
Reduced 32.09%
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Aug 01, 2024 Q2 2024 |
7,197
shares
|
$674,358
0.27% of portfolio
|
Q2 2024
Added 18.64%
|
|
Pictet & Cie (Europe) Sa
|
Jul 25, 2024 Q2 2024 |
7,193
shares
|
$673,984
0.02% of portfolio
|
Q2 2024
Reduced 77.85%
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
7,178
shares
|
$672,578
0.09% of portfolio
|
Q2 2024
Added 2.5%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 31, 2024 Q2 2024 |
7,177
shares
|
$672,484
0.11% of portfolio
|
Q2 2024
Added 0.14%
|