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 |
---|---|---|---|---|---|
Proem Advisors LLC
|
Nov 08, 2022 Q3 2022 |
6,000
shares
|
$562,200
0.94% of portfolio
|
Q3 2022
Added 50.0%
|
|
Rmr Wealth Builders
|
Jul 23, 2024 Q2 2024 |
5,988
shares
|
$561,075
0.07% of portfolio
|
Q2 2024
Reduced 17.86%
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Aug 01, 2024 Q2 2024 |
5,982
shares
|
$560,513
0.23% of portfolio
|
Q2 2024
Reduced 18.69%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
5,969
shares
|
$559,295
0.06% of portfolio
|
Q2 2024
Added 181.56%
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2024 Q2 2024 |
5,969
shares
|
$559,295
0.07% of portfolio
|
Q2 2024
Reduced 24.85%
|
|
Nova Point Capital, LLC
|
Jul 10, 2024 Q2 2024 |
5,963
shares
|
$558,733
0.2% of portfolio
|
Q2 2024
Reduced 61.89%
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2024 Q2 2024 |
5,927
shares
|
$555,359
0.05% of portfolio
|
Q2 2024
Added 17.37%
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 17, 2024 Q2 2024 |
5,921
shares
|
$554,797
0.3% of portfolio
|
Q2 2024
Added 7.26%
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 02, 2024 Q2 2024 |
5,907
shares
|
$553,485
0.06% of portfolio
|
Q2 2024
Added 5.05%
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 13, 2024 Q2 2024 |
5,857
shares
|
$548,800
0.04% of portfolio
|
Q2 2024
Added 3.68%
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Aug 14, 2024 Q2 2024 |
5,843
shares
|
$547,489
0.56% of portfolio
|
Q2 2024
Reduced 4.57%
|
|
Compass Capital Management, Inc
|
Jul 25, 2024 Q2 2024 |
5,830
shares
|
$546,271
0.04% of portfolio
|
Q2 2024
Reduced 98.83%
|
|
Wilkins Investment Counsel Inc
|
Aug 08, 2024 Q2 2024 |
5,830
shares
|
$546,271
0.09% of portfolio
|
Q1 2024
Added 1.39%
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 18, 2024 Q2 2024 |
5,823
shares
|
$545,615
0.14% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 17, 2024 Q2 2024 |
5,816
shares
|
$544,959
0.18% of portfolio
|
Q2 2024
Added 3.64%
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2024 Q2 2024 |
5,812
shares
|
$544,584
0.3% of portfolio
|
Q2 2024
Added 0.43%
|
|
Allstate Corp
Northbrook, IL |
Aug 13, 2024 Q2 2024 |
5,800
shares
|
$543,460
0.05% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
Harvey Investment CO LLC
|
Jul 23, 2024 Q2 2024 |
5,788
shares
|
$542,335
0.07% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 15, 2024 Q2 2024 |
5,788
shares
|
$542,335
0.36% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
Tran Capital Management, L.P.
|
Jul 17, 2024 Q2 2024 |
5,787
shares
|
$542,241
0.07% of portfolio
|
Q4 2022
Reduced 97.51%
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 28, 2024 Q2 2024 |
5,780
shares
|
$541,586
0.02% of portfolio
|
Q2 2024
Added 3.88%
|
|
Omc Financial Services LTD
Dewitt, NY |
Jul 29, 2024 Q2 2024 |
5,759
shares
|
$539,618
0.27% of portfolio
|
Q2 2024
Reduced 38.06%
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 31, 2024 Q2 2024 |
5,746
shares
|
$538,400
0.16% of portfolio
|
Q2 2024
Reduced 3.99%
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 06, 2024 Q2 2024 |
5,741
shares
|
$537,931
0.09% of portfolio
|
Q2 2024
New holding
|
|
Athena Investment Management
|
Aug 07, 2024 Q2 2024 |
5,739
shares
|
$537,744
0.37% of portfolio
|
Q1 2023
Added 5.03%
|