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 |
---|---|---|---|---|---|
Hemington Wealth Management
|
Aug 01, 2024 Q2 2024 |
4,338
shares
|
$406,470
0.14% of portfolio
|
Q2 2024
Added 0.81%
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Aug 08, 2024 Q2 2024 |
4,322
shares
|
$404,971
0.34% of portfolio
|
Q3 2023
Reduced 18.79%
|
|
Sentry LLC
Memphis, TN |
Jul 24, 2024 Q2 2024 |
4,319
shares
|
$404,690
0.08% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
Evanson Asset Management, LLC
|
Jul 12, 2024 Q2 2024 |
4,316
shares
|
$404,409
0.03% of portfolio
|
Q2 2024
Added 0.09%
|
|
Affiance Financial, LLC
|
Aug 01, 2024 Q2 2024 |
4,308
shares
|
$403,659
0.11% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 17, 2024 Q2 2024 |
4,305
shares
|
$403,378
0.14% of portfolio
|
Q1 2024
Reduced 2.18%
|
|
Litman Gregory Wealth Management LLC
|
Jul 30, 2024 Q2 2024 |
4,300
shares
|
$402,910
0.04% of portfolio
|
Q2 2024
Reduced 10.42%
|
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
Aug 13, 2024 Q2 2024 |
4,300
shares
|
$402,910
0.05% of portfolio
|
Q2 2024
Reduced 89.03%
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 14, 2024 Q2 2024 |
4,290
shares
|
$401,973
0.03% of portfolio
|
Q2 2024
Reduced 10.25%
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 13, 2024 Q2 2024 |
4,282
shares
|
$401,223
0.21% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Summit Financial Strategies, Inc.
|
Jul 19, 2024 Q2 2024 |
4,275
shares
|
$400,567
0.06% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
4,269
shares
|
$400,005
0.25% of portfolio
|
Q2 2024
Reduced 14.0%
|
|
Sloy Dahl & Holst, LLC
|
Jul 22, 2024 Q2 2024 |
4,266
shares
|
$399,724
0.09% of portfolio
|
Q2 2024
Reduced 4.61%
|
|
Crane Advisory, LLC
Fullerton, CA |
Jul 12, 2024 Q2 2024 |
4,257
shares
|
$398,880
0.08% of portfolio
|
Q2 2024
Added 24.04%
|
|
Wrapmanager Inc
|
Aug 08, 2024 Q2 2024 |
4,256
shares
|
$398,787
0.12% of portfolio
|
Q2 2024
Added 19.52%
|
|
Long View Wealth Management
Atlanta, GA |
Jul 22, 2024 Q2 2024 |
4,235
shares
|
$396,819
0.16% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
My Personal Cfo, LLC
|
Jul 25, 2024 Q2 2024 |
4,233
shares
|
$396,632
0.24% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
Rogco, LP
Claremore, OK |
Aug 14, 2024 Q2 2024 |
4,226
shares
|
$395,976
0.17% of portfolio
|
Q2 2024
Added 12.36%
|
|
Optas, LLC
|
Jul 25, 2024 Q2 2024 |
4,208
shares
|
$394,289
0.11% of portfolio
|
Q2 2024
Reduced 5.9%
|
|
Barnes Pettey Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
4,204
shares
|
$393,914
0.36% of portfolio
|
Q1 2024
Reduced 8.27%
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
Aug 14, 2024 Q2 2024 |
4,197
shares
|
$393,258
0.01% of portfolio
|
Q2 2024
Reduced 80.12%
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 12, 2024 Q2 2024 |
4,192
shares
|
$392,790
0.06% of portfolio
|
Q2 2024
Added 2.95%
|
|
Angeles Investment Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
4,191
shares
|
$392,696
0.02% of portfolio
|
Q2 2024
Reduced 36.78%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,181
shares
|
$391,759
0.02% of portfolio
|
Q3 2023
Added 17.18%
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Aug 06, 2024 Q2 2024 |
4,181
shares
|
$391,759
0.15% of portfolio
|
Q1 2024
Reduced 9.15%
|