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 |
---|---|---|---|---|---|
Integrated Investment Consultants, LLC
|
Jul 19, 2024 Q2 2024 |
5,525
shares
|
$517,692
0.16% of portfolio
|
Q3 2023
Reduced 0.65%
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jul 26, 2024 Q2 2024 |
5,522
shares
|
$517,411
0.43% of portfolio
|
Q4 2023
Reduced 0.97%
|
|
Mathes Company, Inc.
|
Aug 12, 2024 Q2 2024 |
5,515
shares
|
$516,755
0.2% of portfolio
|
Q2 2024
Reduced 9.81%
|
|
Tompkins Financial Corp
|
Jul 17, 2024 Q2 2024 |
5,511
shares
|
$516,380
0.06% of portfolio
|
Q2 2024
Reduced 1.97%
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
5,507
shares
|
$516,005
0.14% of portfolio
|
Q4 2022
Reduced 1.96%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
5,492
shares
|
$514,600
0.06% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 07, 2024 Q2 2024 |
5,478
shares
|
$513,288
0.05% of portfolio
|
Q2 2024
Added 1.86%
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 07, 2024 Q2 2024 |
5,474
shares
|
$512,913
0.12% of portfolio
|
Q2 2024
Added 0.04%
|
|
Delta Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
5,470
shares
|
$512,539
0.14% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
American Financial Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
5,468
shares
|
$512,351
0.08% of portfolio
|
Q2 2024
Reduced 7.49%
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Aug 05, 2024 Q2 2024 |
5,451
shares
|
$510,758
0.27% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 12, 2024 Q2 2024 |
5,447
shares
|
$510,383
0.13% of portfolio
|
Q2 2024
Reduced 4.76%
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
5,445
shares
|
$510,196
0.06% of portfolio
|
Q3 2023
Reduced 3.88%
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Jul 19, 2024 Q2 2024 |
5,441
shares
|
$509,821
0.37% of portfolio
|
Q2 2024
Reduced 14.25%
|
|
Lvw Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
5,439
shares
|
$509,634
0.08% of portfolio
|
Q2 2024
Added 22.67%
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 17, 2024 Q2 2024 |
5,430
shares
|
$508,791
0.13% of portfolio
|
Q2 2024
New holding
|
|
Pinnacle Bancorp, Inc.
|
Jul 15, 2024 Q2 2024 |
5,428
shares
|
$508,603
0.16% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 13, 2024 Q2 2024 |
5,427
shares
|
$508,509
0.15% of portfolio
|
Q2 2024
Reduced 9.02%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Aug 09, 2024 Q2 2024 |
5,423
shares
|
$508,135
0.03% of portfolio
|
Q2 2024
Reduced 7.99%
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Aug 13, 2024 Q2 2024 |
5,414
shares
|
$507,291
0.34% of portfolio
|
Q2 2024
Added 7.29%
|
|
Boit C F David
Boston, MA |
Jul 10, 2024 Q2 2024 |
5,400
shares
|
$505,980
0.28% of portfolio
|
Q1 2022
Reduced 10.0%
|
|
180 Wealth Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
5,396
shares
|
$505,605
0.09% of portfolio
|
Q2 2024
Reduced 68.35%
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 24, 2024 Q2 2024 |
5,394
shares
|
$505,417
0.09% of portfolio
|
Q2 2024
Reduced 23.29%
|
|
Detalus Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
5,390
shares
|
$505,043
0.19% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2024 Q2 2024 |
5,374
shares
|
$503,543
0.51% of portfolio
|
Q2 2024
Reduced 23.18%
|