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 |
---|---|---|---|---|---|
Ellis Investment Partners, LLC
|
Aug 06, 2024 Q2 2024 |
4,882
shares
|
$457,443
0.1% of portfolio
|
Q2 2024
Added 2.46%
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
4,849
shares
|
$454,351
0.67% of portfolio
|
Q4 2023
Added 23.92%
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
4,841
shares
|
$453,601
0.12% of portfolio
|
Q2 2024
Added 0.21%
|
|
Acorn Financial Advisory Services Inc
|
Aug 01, 2024 Q2 2024 |
4,837
shares
|
$453,226
0.1% of portfolio
|
Q2 2024
Reduced 7.19%
|
|
Financial Management Network Inc
|
Jul 22, 2024 Q2 2024 |
4,831
shares
|
$452,664
0.13% of portfolio
|
Q2 2024
Reduced 15.92%
|
|
Mqs Management LLC
|
Aug 12, 2024 Q2 2024 |
4,825
shares
|
$452,102
0.29% of portfolio
|
Q2 2024
New holding
|
|
Schrum Private Wealth Management LLC
|
Jul 30, 2024 Q2 2024 |
4,820
shares
|
$451,634
0.43% of portfolio
|
Q1 2024
Added 7.28%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 22, 2024 Q2 2024 |
4,815
shares
|
$451,165
0.24% of portfolio
|
Q2 2024
Added 3.19%
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
4,808
shares
|
$450,509
0.25% of portfolio
|
Q1 2024
Reduced 35.73%
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2024 Q2 2024 |
4,794
shares
|
$449,197
0.07% of portfolio
|
Q2 2024
Added 894.61%
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2024 Q2 2024 |
4,787
shares
|
$448,541
0.06% of portfolio
|
Q2 2024
Reduced 85.66%
|
|
Activest Wealth Management
|
Jul 30, 2024 Q2 2024 |
4,781
shares
|
$447,979
0.17% of portfolio
|
Q2 2024
Added 166.95%
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
4,777
shares
|
$447,604
0.06% of portfolio
|
Q2 2024
Reduced 19.98%
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 22, 2024 Q2 2024 |
4,777
shares
|
$447,604
0.52% of portfolio
|
Q2 2024
Added 17.31%
|
|
Life Steps Financial, Inc.
|
Jul 17, 2024 Q2 2024 |
4,773
shares
|
$447,230
0.39% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Aug 28, 2024 Q2 2024 |
4,764
shares
|
$446,386
0.24% of portfolio
|
Q2 2024
New holding
|
|
Harbor Advisors LLC
|
Jul 30, 2024 Q2 2024 |
4,759
shares
|
$445,918
0.09% of portfolio
|
Q4 2023
Reduced 87.95%
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jul 25, 2024 Q2 2024 |
4,756
shares
|
$445,637
0.19% of portfolio
|
Q2 2024
Reduced 6.8%
|
|
Heron Bay Capital Management
|
Aug 13, 2024 Q2 2024 |
4,750
shares
|
$445,075
0.1% of portfolio
|
Q4 2022
Added 10.16%
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2024 Q2 2024 |
4,747
shares
|
$444,793
0.16% of portfolio
|
Q2 2024
Added 10.68%
|
|
Petix & Botte CO
|
Aug 13, 2024 Q2 2024 |
4,740
shares
|
$444,138
0.13% of portfolio
|
Q2 2024
Added 100.0%
|
|
Orca Investment Management, LLC
|
Aug 06, 2024 Q2 2024 |
4,731
shares
|
$443,294
0.47% of portfolio
|
Q2 2024
Added 5.7%
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 12, 2024 Q2 2024 |
4,731
shares
|
$443,294
0.02% of portfolio
|
Q4 2021
Reduced 1.66%
|
|
Cerro Pacific Wealth Advisors LLC
|
Aug 09, 2024 Q2 2024 |
4,729
shares
|
$443,107
0.18% of portfolio
|
Q2 2024
Reduced 5.59%
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 02, 2024 Q2 2024 |
4,729
shares
|
$443,107
0.22% of portfolio
|
Q2 2024
Added 43.74%
|