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 |
---|---|---|---|---|---|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Jul 16, 2024 Q2 2024 |
4,526
shares
|
$424,086
0.23% of portfolio
|
Q2 2024
Added 8.88%
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 12, 2024 Q2 2024 |
4,518
shares
|
$423,336
0.11% of portfolio
|
Q2 2024
Added 58.25%
|
|
True Private Wealth Advisors
|
Jul 16, 2024 Q2 2024 |
4,515
shares
|
$423,055
0.05% of portfolio
|
Q2 2024
Reduced 12.24%
|
|
Holderness Investments CO
Greensboro, NC |
Aug 13, 2024 Q2 2024 |
4,511
shares
|
$422,680
0.11% of portfolio
|
Q2 2024
Reduced 20.06%
|
|
Hall Kathryn A.
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
4,504
shares
|
$422,024
0.11% of portfolio
|
Q4 2020
New holding
|
|
Ifg Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
4,504
shares
|
$422,024
0.11% of portfolio
|
Q2 2024
Added 3.0%
|
|
First Financial Corp
|
Jul 11, 2024 Q2 2024 |
4,484
shares
|
$420,150
0.23% of portfolio
|
Q2 2024
Reduced 7.39%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
4,481
shares
|
$419,869
0.07% of portfolio
|
Q2 2024
Reduced 1.47%
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2024 Q2 2024 |
4,480
shares
|
$419,776
0.11% of portfolio
|
Q2 2024
Reduced 42.4%
|
|
Planning Capital Management Corp
Paoli, PA |
Aug 12, 2024 Q2 2024 |
4,479
shares
|
$419,682
0.31% of portfolio
|
Q2 2024
Added 2.52%
|
|
Wealth Advisors Of Iowa, LLC
|
Aug 13, 2024 Q2 2024 |
4,469
shares
|
$418,745
0.02% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
4,462
shares
|
$418,089
0.31% of portfolio
|
Q2 2024
Added 1.9%
|
|
Castle Rock Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
4,446
shares
|
$416,590
0.11% of portfolio
|
Q2 2024
Reduced 12.15%
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
4,444
shares
|
$416,402
0.17% of portfolio
|
Q2 2024
Reduced 25.51%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Aug 01, 2024 Q2 2024 |
4,444
shares
|
$416,402
0.11% of portfolio
|
Q2 2024
Reduced 7.4%
|
|
Sfmg, LLC
|
Aug 14, 2024 Q2 2024 |
4,441
shares
|
$416,121
0.04% of portfolio
|
Q2 2024
Reduced 12.77%
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 16, 2024 Q2 2024 |
4,428
shares
|
$414,903
0.07% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
Monetary Management Group Inc
St Louis, MO |
Jul 16, 2024 Q2 2024 |
4,425
shares
|
$414,622
0.12% of portfolio
|
Q2 2024
Added 6.45%
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,410
shares
|
$413,217
0.1% of portfolio
|
Q1 2024
Added 44.31%
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
4,397
shares
|
$411,998
0.08% of portfolio
|
Q3 2022
Added 18.93%
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
4,394
shares
|
$411,717
0.24% of portfolio
|
Q4 2022
Added 10.37%
|
|
Emprise Bank
Wichita, KS |
Jul 29, 2024 Q2 2024 |
4,368
shares
|
$409,281
0.27% of portfolio
|
Q2 2024
Reduced 16.78%
|
|
Global Trust Asset Management, LLC
|
Jul 11, 2024 Q2 2024 |
4,360
shares
|
$408,532
0.18% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 12, 2024 Q2 2024 |
4,346
shares
|
$407,220
0.22% of portfolio
|
Q2 2024
Reduced 5.44%
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Aug 14, 2024 Q2 2024 |
4,340
shares
|
$406,658
0.33% of portfolio
|
Q1 2024
Added 58.39%
|