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 |
---|---|---|---|---|---|
Landaas & CO
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
6,232
shares
|
$583,938
0.19% of portfolio
|
Q1 2024
Reduced 2.55%
|
|
Access Investment Management LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
6,216
shares
|
$582,439
0.2% of portfolio
|
Q4 2023
New holding
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 01, 2024 Q2 2024 |
6,208
shares
|
$581,689
0.1% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
Clear Harbor Asset Management, LLC
|
Jul 17, 2024 Q2 2024 |
6,206
shares
|
$581,502
0.05% of portfolio
|
Q2 2024
Reduced 25.86%
|
|
Plancorp, LLC
|
Aug 09, 2024 Q2 2024 |
6,194
shares
|
$580,377
0.03% of portfolio
|
Q2 2024
Added 4.36%
|
|
Lineweaver Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
6,193
shares
|
$580,284
0.13% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2024 Q2 2024 |
6,193
shares
|
$580,284
0.21% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
Fulton Breakefield Broenniman LLC
|
Aug 07, 2024 Q2 2024 |
6,185
shares
|
$579,534
0.05% of portfolio
|
Q2 2024
Added 3.39%
|
|
Prospect Financial Services LLC
Melville, NY |
Jul 15, 2024 Q2 2024 |
6,174
shares
|
$578,503
0.47% of portfolio
|
Q2 2024
Added 4.93%
|
|
Diversified, LLC
|
Jul 24, 2024 Q2 2024 |
6,171
shares
|
$578,222
0.08% of portfolio
|
Q2 2024
Reduced 7.16%
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Aug 14, 2024 Q2 2024 |
6,160
shares
|
$577,192
0.07% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
Central Bank & Trust CO
|
Jul 19, 2024 Q2 2024 |
6,159
shares
|
$577,098
0.09% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
6,154
shares
|
$576,629
0.05% of portfolio
|
Q3 2022
Reduced 39.48%
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
6,131
shares
|
$574,474
0.09% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
6,113
shares
|
$572,788
0.04% of portfolio
|
Q2 2024
Reduced 11.59%
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
6,108
shares
|
$572,319
0.14% of portfolio
|
Q2 2024
Reduced 9.75%
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
6,101
shares
|
$571,663
0.2% of portfolio
|
Q2 2024
Added 56.92%
|
|
Ledyard National Bank
|
Aug 05, 2024 Q2 2024 |
6,065
shares
|
$568,290
0.06% of portfolio
|
Q2 2024
Reduced 7.25%
|
|
Grove Bank & Trust
|
Jul 24, 2024 Q2 2024 |
6,044
shares
|
$566,322
0.1% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
6,039
shares
|
$565,854
0.08% of portfolio
|
Q1 2023
Reduced 2.85%
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
6,037
shares
|
$565,666
0.06% of portfolio
|
Q2 2024
Reduced 16.56%
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Jul 23, 2024 Q2 2024 |
6,024
shares
|
$564,448
0.49% of portfolio
|
Q2 2024
Added 14.26%
|
|
Spinnaker Trust
|
Jul 31, 2024 Q2 2024 |
6,022
shares
|
$564,261
0.04% of portfolio
|
Q2 2024
Reduced 6.97%
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
6,013
shares
|
$563,418
0.05% of portfolio
|
Q2 2024
Reduced 13.21%
|
|
Global Strategic Investment Solutions, LLC
|
Aug 14, 2024 Q2 2024 |
6,005
shares
|
$562,668
0.08% of portfolio
|
Q2 2024
Reduced 6.45%
|