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 |
---|---|---|---|---|---|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2024 Q2 2024 |
7,175
shares
|
$672,297
0.09% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
Navellier & Associates Inc
Reno, NV |
Aug 08, 2024 Q2 2024 |
7,171
shares
|
$671,922
0.08% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
Nadler Financial Group, Inc.
|
Jul 22, 2024 Q2 2024 |
7,158
shares
|
$670,704
0.08% of portfolio
|
Q2 2024
Added 0.7%
|
|
Boston Financial Mangement LLC
Boston, MA |
Jul 29, 2024 Q2 2024 |
7,130
shares
|
$668,081
0.02% of portfolio
|
Q2 2024
Reduced 59.61%
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jul 17, 2024 Q2 2024 |
7,128
shares
|
$667,893
0.57% of portfolio
|
Q2 2024
Added 0.21%
|
|
West Coast Financial LLC
|
Jul 19, 2024 Q2 2024 |
7,115
shares
|
$666,675
0.08% of portfolio
|
Q2 2024
Added 15.69%
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 08, 2024 Q2 2024 |
7,094
shares
|
$664,707
0.2% of portfolio
|
Q2 2024
Added 0.57%
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
7,080
shares
|
$663,396
1.0% of portfolio
|
Q3 2023
Added 2.16%
|
|
Apella Capital, LLC
|
Jul 10, 2024 Q2 2024 |
7,076
shares
|
$663,021
0.03% of portfolio
|
Q2 2024
Added 28.82%
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 12, 2024 Q2 2024 |
7,076
shares
|
$663,021
0.61% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
Plante Moran Financial Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
7,067
shares
|
$662,177
0.07% of portfolio
|
Q2 2024
Added 23.44%
|
|
Foster Group, Inc.
|
Jul 30, 2024 Q2 2024 |
7,044
shares
|
$660,022
0.03% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
Youngs Advisory Group, Inc.
|
Jul 19, 2024 Q2 2024 |
7,040
shares
|
$659,648
0.31% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2024 Q2 2024 |
7,038
shares
|
$659,460
0.21% of portfolio
|
Q2 2024
Added 10.89%
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Aug 08, 2024 Q2 2024 |
7,036
shares
|
$659,273
0.35% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2024 Q2 2024 |
7,029
shares
|
$658,617
0.02% of portfolio
|
Q2 2024
New holding
|
|
Hazlett, Burt & Watson, Inc.
|
Aug 07, 2024 Q2 2024 |
7,019
shares
|
$657,680
0.36% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jul 24, 2024 Q2 2024 |
7,018
shares
|
$657,586
0.24% of portfolio
|
Q2 2024
Reduced 7.84%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,015
shares
|
$657,305
0.05% of portfolio
|
Q3 2023
Reduced 6.73%
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
7,014
shares
|
$657,211
0.03% of portfolio
|
Q2 2024
Added 13.11%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
7,002
shares
|
$656,087
0.07% of portfolio
|
Q4 2023
Reduced 4.44%
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
6,979
shares
|
$653,932
0.06% of portfolio
|
Q2 2023
Added 6.21%
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
6,979
shares
|
$653,932
0.06% of portfolio
|
Q2 2023
Added 6.21%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
6,966
shares
|
$652,714
0.12% of portfolio
|
Q2 2024
Reduced 65.22%
|
|
Mjp Associates Inc
|
Jul 12, 2024 Q2 2024 |
6,948
shares
|
$651,027
0.14% of portfolio
|
Q2 2024
Added 4.29%
|