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 |
---|---|---|---|---|---|
Prentice Wealth Management LLC
|
Jul 11, 2024 Q2 2024 |
5,730
shares
|
$536,901
0.19% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Aug 06, 2024 Q2 2024 |
5,730
shares
|
$536,901
0.28% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 14, 2024 Q2 2024 |
5,717
shares
|
$535,682
0.1% of portfolio
|
Q2 2024
Reduced 5.49%
|
|
Callan Capital, LLC
La Jolla, CA |
Aug 12, 2024 Q2 2024 |
5,679
shares
|
$532,122
0.05% of portfolio
|
Q2 2024
Added 0.71%
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Aug 14, 2024 Q2 2024 |
5,675
shares
|
$531,747
0.39% of portfolio
|
Q2 2024
Reduced 3.5%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
5,674
shares
|
$531,653
0.04% of portfolio
|
Q4 2023
Reduced 5.04%
|
|
Cromwell Holdings LLC
Jackson, WY |
Aug 14, 2024 Q2 2024 |
5,663
shares
|
$530,623
0.34% of portfolio
|
Q2 2024
New holding
|
|
Mason & Associates Inc
|
Jul 18, 2024 Q2 2024 |
5,658
shares
|
$530,154
0.15% of portfolio
|
Q2 2024
Reduced 7.84%
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 14, 2024 Q2 2024 |
5,655
shares
|
$529,873
0.18% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 09, 2024 Q2 2024 |
5,645
shares
|
$528,936
0.08% of portfolio
|
Q2 2024
Added 12.38%
|
|
Probity Advisors, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
5,637
shares
|
$528,186
0.12% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
5,635
shares
|
$527,999
0.05% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
5,634
shares
|
$527,905
0.32% of portfolio
|
Q3 2022
Added 4.64%
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2024 Q2 2024 |
5,633
shares
|
$527,812
0.1% of portfolio
|
Q2 2024
Added 9.36%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
5,609
shares
|
$525,563
0.07% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 12, 2024 Q2 2024 |
5,605
shares
|
$525,188
0.25% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
Lsv Asset Management
Chicago, IL |
Aug 06, 2024 Q2 2024 |
5,600
shares
|
$524,720
0.0% of portfolio
|
Q4 2022
Reduced 47.17%
|
|
Gw Henssler & Associates LTD
|
Aug 01, 2024 Q2 2024 |
5,589
shares
|
$523,689
0.03% of portfolio
|
Q2 2024
Reduced 13.7%
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 30, 2024 Q2 2024 |
5,580
shares
|
$522,846
0.61% of portfolio
|
Q2 2024
Added 3.03%
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Aug 13, 2024 Q2 2024 |
5,573
shares
|
$522,190
0.46% of portfolio
|
Q2 2024
Added 1.7%
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2024 Q2 2024 |
5,564
shares
|
$521,346
0.35% of portfolio
|
Q2 2024
Added 5.66%
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 12, 2024 Q2 2024 |
5,540
shares
|
$519,098
0.05% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
Wp Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
5,537
shares
|
$518,816
0.17% of portfolio
|
Q2 2024
Added 5.95%
|
|
Klingman & Associates, LLC
|
Jul 30, 2024 Q2 2024 |
5,533
shares
|
$518,442
0.04% of portfolio
|
Q2 2024
Added 43.57%
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
5,531
shares
|
$518,254
0.01% of portfolio
|
Q2 2024
Reduced 17.42%
|