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 |
---|---|---|---|---|---|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
6,399
shares
|
$599,586
0.21% of portfolio
|
Q2 2024
Added 3.13%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
6,393
shares
|
$599,024
0.04% of portfolio
|
Q2 2024
New holding
|
|
Copperwynd Financial, LLC
|
Aug 15, 2024 Q2 2024 |
6,383
shares
|
$598,087
0.2% of portfolio
|
Q2 2024
Added 12.2%
|
|
Harbor Investment Advisory, LLC
|
Jul 19, 2024 Q2 2024 |
6,379
shares
|
$597,712
0.06% of portfolio
|
Q2 2024
Reduced 11.39%
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 13, 2024 Q2 2024 |
6,378
shares
|
$597,618
0.01% of portfolio
|
Q2 2024
Reduced 38.61%
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 12, 2024 Q2 2024 |
6,353
shares
|
$595,276
0.22% of portfolio
|
Q2 2024
Reduced 9.89%
|
|
Liberty Capital Management, Inc.
|
Jul 29, 2024 Q2 2024 |
6,336
shares
|
$593,683
0.15% of portfolio
|
Q2 2024
Reduced 7.31%
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
6,333
shares
|
$593,402
0.04% of portfolio
|
Q2 2024
Added 1.2%
|
|
Avity Investment Management Inc.
|
Jul 11, 2024 Q2 2024 |
6,333
shares
|
$593,402
0.05% of portfolio
|
Q3 2023
Reduced 9.53%
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 29, 2024 Q2 2024 |
6,332
shares
|
$593,308
0.13% of portfolio
|
Q2 2024
Added 2.0%
|
|
Pb Mares Wealth Management LLC
|
Jul 22, 2024 Q2 2024 |
6,305
shares
|
$590,778
0.16% of portfolio
|
Q2 2024
Reduced 5.99%
|
|
Clarity Wealth Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
6,299
shares
|
$590,216
0.2% of portfolio
|
Q2 2024
Reduced 9.7%
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
6,295
shares
|
$589,841
0.11% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
Sterling Investment Advisors, Ltd.
|
Aug 05, 2024 Q2 2024 |
6,290
shares
|
$589,373
0.18% of portfolio
|
Q2 2024
Added 2.48%
|
|
Barton Investment Management
|
Jul 18, 2024 Q2 2024 |
6,289
shares
|
$589,279
0.08% of portfolio
|
Q3 2023
Reduced 4.04%
|
|
Bray Capital Advisors
|
Jul 31, 2024 Q2 2024 |
6,269
shares
|
$587,405
0.16% of portfolio
|
Q4 2023
Added 0.18%
|
|
Parisi Gray Wealth Management
|
Jul 15, 2024 Q2 2024 |
6,266
shares
|
$587,124
0.22% of portfolio
|
Q2 2024
Reduced 6.48%
|
|
Tru Independence Asset Management 2, LLC
|
Apr 26, 2023 Q1 2023 |
6,265
shares
|
$587,030
0.63% of portfolio
|
Q1 2023
Added 4.92%
|
|
River Street Advisors LLC
Aurora, IL |
Aug 13, 2024 Q2 2024 |
6,262
shares
|
$586,749
0.38% of portfolio
|
Q2 2024
Added 0.66%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,253
shares
|
$585,906
0.05% of portfolio
|
Q4 2022
Reduced 14.95%
|
|
Pacific Sun Financial Corp
|
Jul 19, 2024 Q2 2024 |
6,252
shares
|
$585,812
0.39% of portfolio
|
Q2 2024
Reduced 6.83%
|
|
Tci Wealth Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
6,248
shares
|
$585,437
0.06% of portfolio
|
Q2 2024
Added 12.96%
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2024 Q2 2024 |
6,240
shares
|
$584,688
0.15% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 25, 2024 Q2 2024 |
6,237
shares
|
$584,406
0.12% of portfolio
|
Q2 2024
Added 59.19%
|
|
Peddock Capital Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
6,233
shares
|
$584,032
0.16% of portfolio
|
Q1 2024
Reduced 0.32%
|