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 |
---|---|---|---|---|---|
Paces Ferry Wealth Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
6,713
shares
|
$629,008
0.4% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
6,711
shares
|
$628,820
0.1% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
Cypress Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
6,699
shares
|
$627,696
0.15% of portfolio
|
Q2 2024
Reduced 14.4%
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
6,699
shares
|
$627,696
0.18% of portfolio
|
Q2 2022
Reduced 1.37%
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
6,694
shares
|
$627,227
0.34% of portfolio
|
Q4 2022
Added 34.61%
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 12, 2024 Q2 2024 |
6,648
shares
|
$622,917
0.31% of portfolio
|
Q2 2024
Reduced 39.09%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 12, 2024 Q2 2024 |
6,631
shares
|
$621,324
0.21% of portfolio
|
Q2 2024
Reduced 7.45%
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 16, 2024 Q2 2024 |
6,619
shares
|
$620,200
0.27% of portfolio
|
Q1 2024
Added 0.02%
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2024 Q2 2024 |
6,616
shares
|
$619,919
0.15% of portfolio
|
Q2 2024
Added 3.75%
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 07, 2024 Q2 2024 |
6,609
shares
|
$619,263
0.08% of portfolio
|
Q2 2024
Added 79.98%
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 14, 2024 Q2 2024 |
6,599
shares
|
$618,326
0.13% of portfolio
|
Q2 2024
Added 12.78%
|
|
Baldwin Brothers LLC
|
Jul 12, 2024 Q2 2024 |
6,586
shares
|
$617,108
0.05% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
May 20, 2024 Q1 2024 |
6,580
shares
|
$616,546
0.09% of portfolio
|
Q1 2024
Added 8.65%
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Aug 01, 2024 Q2 2024 |
6,572
shares
|
$615,796
0.19% of portfolio
|
Q2 2024
Added 7.61%
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 09, 2024 Q2 2024 |
6,557
shares
|
$614,390
0.09% of portfolio
|
Q2 2024
Reduced 11.62%
|
|
Zacks Investment Management
Chicago, IL |
Aug 14, 2024 Q2 2024 |
6,525
shares
|
$611,392
0.01% of portfolio
|
Q2 2024
Added 28.44%
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
6,486
shares
|
$607,738
0.03% of portfolio
|
Q2 2024
Added 67.34%
|
|
Richardson Financial Services Inc.
Medway, MA |
Aug 12, 2024 Q2 2024 |
6,481
shares
|
$607,269
0.46% of portfolio
|
Q2 2024
Reduced 11.45%
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
6,456
shares
|
$604,927
0.12% of portfolio
|
Q3 2020
Reduced 5.33%
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 23, 2024 Q2 2024 |
6,437
shares
|
$603,146
0.25% of portfolio
|
Q2 2024
New holding
|
|
Cooper Financial Group
|
Jul 15, 2024 Q2 2024 |
6,424
shares
|
$601,928
0.1% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
Annex Advisory Services, LLC
|
Jul 12, 2024 Q2 2024 |
6,416
shares
|
$601,179
0.02% of portfolio
|
Q2 2024
Added 6.79%
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 15, 2024 Q2 2024 |
6,411
shares
|
$600,710
0.07% of portfolio
|
Q2 2024
Added 9.66%
|
|
Wealth Advisory Solutions, LLC
|
Jul 26, 2024 Q2 2024 |
6,408
shares
|
$600,429
0.17% of portfolio
|
Q2 2024
Reduced 6.89%
|
|
Cnb Bank
Clearfield, PA |
Aug 08, 2024 Q2 2024 |
6,400
shares
|
$599,680
0.31% of portfolio
|
Q2 2024
Added 97.78%
|