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 |
---|---|---|---|---|---|
Wealth Dimensions Group, Ltd.
|
Aug 09, 2024 Q2 2024 |
5,369
shares
|
$503,075
0.15% of portfolio
|
Q2 2024
Added 9.3%
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
5,365
shares
|
$502,700
0.06% of portfolio
|
Q2 2024
Reduced 6.66%
|
|
Neumann Capital Management, LLC
|
Aug 09, 2024 Q2 2024 |
5,364
shares
|
$502,606
0.18% of portfolio
|
Q2 2020
Added 0.94%
|
|
Personal Cfo Solutions, LLC
|
Aug 09, 2024 Q2 2024 |
5,363
shares
|
$502,513
0.08% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Aug 13, 2024 Q2 2024 |
5,329
shares
|
$499,327
0.38% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 29, 2024 Q2 2024 |
5,320
shares
|
$498,484
0.03% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Aug 13, 2024 Q2 2024 |
5,320
shares
|
$498,484
0.03% of portfolio
|
Q2 2024
New holding
|
|
Sabal Trust CO
|
Jul 30, 2024 Q2 2024 |
5,319
shares
|
$498,390
0.03% of portfolio
|
Q2 2024
Reduced 27.26%
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Aug 13, 2024 Q2 2024 |
5,319
shares
|
$498,390
0.04% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 12, 2024 Q2 2024 |
5,307
shares
|
$497,265
0.15% of portfolio
|
Q2 2024
Added 1.05%
|
|
Dearborn Partners LLC
|
Jul 26, 2024 Q2 2024 |
5,300
shares
|
$496,610
0.02% of portfolio
|
Q2 2024
Reduced 26.1%
|
|
Willner & Heller, LLC
|
Jul 19, 2024 Q2 2024 |
5,293
shares
|
$495,954
0.52% of portfolio
|
Q2 2024
Reduced 8.0%
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Aug 05, 2024 Q2 2024 |
5,292
shares
|
$495,860
0.01% of portfolio
|
Q2 2024
Added 137.42%
|
|
Clean Yield Group
|
Jul 10, 2024 Q2 2024 |
5,289
shares
|
$495,579
0.21% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
Little House Capital LLC
Braintree, MA |
Aug 01, 2024 Q2 2024 |
5,286
shares
|
$495,298
0.16% of portfolio
|
Q2 2024
Reduced 67.49%
|
|
Indiana Trust & Investment Management CO
|
Jul 10, 2024 Q2 2024 |
5,283
shares
|
$495,017
0.19% of portfolio
|
Q2 2024
Reduced 21.18%
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
5,266
shares
|
$493,424
0.08% of portfolio
|
Q2 2024
Reduced 15.46%
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
5,262
shares
|
$493,049
0.02% of portfolio
|
Q1 2023
Added 1.5%
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Aug 09, 2024 Q2 2024 |
5,259
shares
|
$492,768
0.19% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
Maple Capital Management, Inc.
|
Jul 30, 2024 Q2 2024 |
5,257
shares
|
$492,580
0.04% of portfolio
|
Q2 2024
Added 6.24%
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 18, 2024 Q2 2024 |
5,255
shares
|
$492,393
0.26% of portfolio
|
Q2 2024
Added 22.87%
|
|
Alpine Global Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
5,252
shares
|
$492,112
0.12% of portfolio
|
Q2 2024
New holding
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
5,248
shares
|
$491,737
0.33% of portfolio
|
Q2 2024
Reduced 1.74%
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 13, 2024 Q2 2024 |
5,239
shares
|
$490,894
0.0% of portfolio
|
Q2 2024
Added 1.57%
|
|
Oak Asset Management, LLC
|
Jul 12, 2024 Q2 2024 |
5,238
shares
|
$490,800
0.19% of portfolio
|
Q2 2024
Reduced 0.76%
|