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 |
---|---|---|---|---|---|
Papp L Roy & Associates
|
Jul 24, 2024 Q2 2024 |
4,726
shares
|
$442,826
0.06% of portfolio
|
Q2 2024
Reduced 23.42%
|
|
American Money Management, LLC
|
Aug 13, 2024 Q2 2024 |
4,724
shares
|
$442,638
0.1% of portfolio
|
Q2 2024
Added 2.03%
|
|
Sky Oak Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
4,722
shares
|
$442,451
0.11% of portfolio
|
Q2 2024
Reduced 14.56%
|
|
Fca Corp
Houston, TX |
Aug 13, 2024 Q2 2024 |
4,710
shares
|
$441,327
0.15% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
First Affirmative Financial Network
|
Jul 10, 2024 Q2 2024 |
4,708
shares
|
$441,139
0.33% of portfolio
|
Q2 2024
Added 16.45%
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 05, 2024 Q2 2024 |
4,690
shares
|
$439,453
0.14% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Jul 31, 2024 Q2 2024 |
4,685
shares
|
$438,984
0.36% of portfolio
|
Q4 2023
Added 22.45%
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
4,680
shares
|
$438,516
0.04% of portfolio
|
Q2 2024
Added 4.28%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 24, 2024 Q2 2024 |
4,675
shares
|
$438,047
0.05% of portfolio
|
Q2 2024
Added 48.51%
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jul 29, 2024 Q2 2024 |
4,667
shares
|
$437,297
0.19% of portfolio
|
Q2 2024
Reduced 13.73%
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
4,660
shares
|
$436,642
0.13% of portfolio
|
Q2 2024
Added 13.27%
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jul 29, 2024 Q2 2024 |
4,655
shares
|
$436,173
0.08% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
First Bancorp, Inc
|
Jul 23, 2024 Q2 2024 |
4,639
shares
|
$434,674
0.34% of portfolio
|
Q2 2024
Added 17.83%
|
|
Berkeley Capital Partners, LLC
|
Aug 14, 2024 Q2 2024 |
4,639
shares
|
$434,674
0.14% of portfolio
|
Q2 2024
Added 3.36%
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 12, 2024 Q2 2024 |
4,632
shares
|
$434,018
0.08% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
4,601
shares
|
$431,113
0.01% of portfolio
|
Q2 2024
Added 18.46%
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Jul 23, 2024 Q2 2024 |
4,595
shares
|
$430,551
0.32% of portfolio
|
Q1 2024
Reduced 11.16%
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2024 Q2 2024 |
4,591
shares
|
$430,176
0.17% of portfolio
|
Q1 2024
Reduced 18.83%
|
|
Wealth Architects, LLC
|
Aug 08, 2024 Q2 2024 |
4,577
shares
|
$428,864
0.06% of portfolio
|
Q2 2024
Added 0.86%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 19, 2024 Q2 2024 |
4,577
shares
|
$428,864
0.02% of portfolio
|
Q2 2024
Added 35.74%
|
|
Westwood Wealth Management
|
Aug 14, 2024 Q2 2024 |
4,570
shares
|
$428,209
0.18% of portfolio
|
Q2 2024
Reduced 14.9%
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
4,543
shares
|
$425,679
0.03% of portfolio
|
Q3 2023
Reduced 51.44%
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
4,540
shares
|
$425,398
0.08% of portfolio
|
Q1 2023
Reduced 2.07%
|
|
Horizon Kinetics Asset Management LLC
|
Aug 14, 2024 Q2 2024 |
4,537
shares
|
$425,116
0.01% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 15, 2024 Q2 2024 |
4,537
shares
|
$425,116
0.11% of portfolio
|
Q2 2024
Reduced 3.45%
|