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 |
---|---|---|---|---|---|
Frg Family Wealth Advisors LLC
|
Aug 07, 2024 Q2 2024 |
5,084
shares
|
$476,370
0.07% of portfolio
|
Q2 2024
Reduced 22.18%
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 24, 2024 Q2 2024 |
5,052
shares
|
$473,372
0.35% of portfolio
|
Q4 2023
Added 0.84%
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jul 15, 2024 Q2 2024 |
5,049
shares
|
$473,091
0.13% of portfolio
|
Q4 2023
Reduced 0.69%
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
5,048
shares
|
$472,997
0.59% of portfolio
|
Q3 2022
New holding
|
|
Veracity Capital LLC
|
Jul 22, 2024 Q2 2024 |
5,039
shares
|
$472,154
0.21% of portfolio
|
Q2 2024
Reduced 7.98%
|
|
Vise Technologies, Inc.
New York, NY |
Aug 01, 2024 Q2 2024 |
5,039
shares
|
$472,154
0.09% of portfolio
|
Q2 2024
Added 21.48%
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
5,034
shares
|
$471,685
0.1% of portfolio
|
Q1 2023
Reduced 8.04%
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jul 15, 2024 Q2 2024 |
5,034
shares
|
$471,685
0.22% of portfolio
|
Q2 2024
Reduced 34.84%
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 14, 2024 Q2 2024 |
5,032
shares
|
$471,498
0.16% of portfolio
|
Q2 2024
Added 14.62%
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,029
shares
|
$471,217
0.05% of portfolio
|
Q3 2023
Reduced 54.73%
|
|
Geller Advisors LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
5,021
shares
|
$470,467
0.04% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
Paragon Private Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
5,012
shares
|
$469,624
0.29% of portfolio
|
Q2 2024
Reduced 1.9%
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
4,985
shares
|
$467,094
0.25% of portfolio
|
Q2 2024
Added 66.33%
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2024 Q2 2024 |
4,966
shares
|
$465,314
0.08% of portfolio
|
Q2 2024
Added 2.31%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2024 Q2 2024 |
4,959
shares
|
$464,658
0.08% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
Cadinha & CO LLC
|
Jul 30, 2024 Q2 2024 |
4,948
shares
|
$463,627
0.09% of portfolio
|
Q2 2024
New holding
|
|
Revolve Wealth Partners, LLC
|
Jul 19, 2024 Q2 2024 |
4,943
shares
|
$463,159
0.08% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 17, 2024 Q2 2024 |
4,937
shares
|
$462,596
0.15% of portfolio
|
Q2 2024
Added 0.39%
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
4,931
shares
|
$462,034
0.24% of portfolio
|
Q4 2023
Added 175.17%
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
4,930
shares
|
$461,941
0.03% of portfolio
|
Q1 2024
Reduced 9.21%
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Aug 07, 2024 Q2 2024 |
4,923
shares
|
$461,285
0.22% of portfolio
|
Q2 2024
Reduced 6.1%
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 19, 2024 Q2 2024 |
4,916
shares
|
$460,629
0.32% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
Alta Advisers LTD
|
Aug 08, 2024 Q2 2024 |
4,900
shares
|
$459,130
0.24% of portfolio
|
Q3 2022
New holding
|
|
Invesco, LLC
Des Plaines, IL |
Aug 07, 2024 Q2 2024 |
4,899
shares
|
$459,036
0.2% of portfolio
|
Q2 2024
Added 0.18%
|
|
Patten Group, Inc.
|
Jul 25, 2024 Q2 2024 |
4,885
shares
|
$457,724
0.12% of portfolio
|
Q2 2024
Reduced 8.04%
|