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 |
---|---|---|---|---|---|
Gsb Wealth Management, LLC
|
Jul 18, 2024 Q2 2024 |
4,173
shares
|
$391,010
0.11% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
Crew Capital Management, Ltd.
|
Jul 26, 2024 Q2 2024 |
4,172
shares
|
$390,916
0.33% of portfolio
|
Q1 2024
Added 49.0%
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 24, 2024 Q2 2024 |
4,172
shares
|
$390,916
0.15% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Aug 13, 2024 Q2 2024 |
4,166
shares
|
$390,354
0.16% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
Amica Retiree Medical Trust
|
Nov 03, 2023 Q3 2023 |
4,164
shares
|
$390,166
0.4% of portfolio
|
Q2 2023
Reduced 6.0%
|
|
Rovin Capital
|
Jul 18, 2024 Q2 2024 |
4,159
shares
|
$389,698
0.17% of portfolio
|
Q2 2024
Reduced 41.19%
|
|
Accel Wealth Management
|
Jul 12, 2024 Q2 2024 |
4,158
shares
|
$389,604
0.17% of portfolio
|
Q2 2024
Added 33.18%
|
|
Consolidated Investment Group LLC
|
Jul 22, 2024 Q2 2024 |
4,150
shares
|
$388,855
0.06% of portfolio
|
Q4 2023
Reduced 82.85%
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 17, 2024 Q2 2024 |
4,141
shares
|
$388,011
0.21% of portfolio
|
Q2 2024
Reduced 58.91%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
4,137
shares
|
$387,636
0.04% of portfolio
|
Q2 2024
Added 4.68%
|
|
Blue Fin Capital, Inc.
|
Jul 30, 2024 Q2 2024 |
4,135
shares
|
$387,449
0.08% of portfolio
|
Q2 2024
Reduced 6.95%
|
|
Crumly & Associates Inc.
|
Aug 02, 2024 Q2 2024 |
4,132
shares
|
$387,168
0.13% of portfolio
|
Q2 2024
Reduced 24.57%
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Aug 05, 2024 Q2 2024 |
4,132
shares
|
$387,168
0.14% of portfolio
|
Q2 2024
Added 0.68%
|
|
Twelve Points Wealth Management LLC
|
Jul 12, 2024 Q2 2024 |
4,131
shares
|
$387,074
0.15% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2024 Q2 2024 |
4,122
shares
|
$386,231
0.14% of portfolio
|
Q2 2024
Added 12.41%
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 30, 2024 Q2 2024 |
4,119
shares
|
$385,950
0.25% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 26, 2024 Q2 2024 |
4,111
shares
|
$385,200
0.06% of portfolio
|
Q1 2024
Added 0.56%
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jul 17, 2024 Q2 2024 |
4,100
shares
|
$384,170
0.15% of portfolio
|
Q2 2024
Reduced 13.99%
|
|
Chesapeake Wealth Management
|
Aug 13, 2024 Q2 2024 |
4,098
shares
|
$383,982
0.15% of portfolio
|
Q2 2024
Reduced 10.5%
|
|
Mps Loria Financial Planners, LLC
|
Jul 10, 2024 Q2 2024 |
4,096
shares
|
$383,795
0.13% of portfolio
|
Q2 2024
Reduced 7.48%
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Aug 13, 2024 Q2 2024 |
4,086
shares
|
$382,858
0.01% of portfolio
|
Q1 2024
Reduced 2.04%
|
|
Grant
|
Jul 22, 2024 Q2 2024 |
4,079
shares
|
$382,202
0.21% of portfolio
|
Q2 2024
Reduced 15.88%
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2024 Q2 2024 |
4,071
shares
|
$381,452
0.12% of portfolio
|
Q2 2024
Added 1.65%
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
4,059
shares
|
$380,328
0.15% of portfolio
|
Q3 2023
Reduced 6.43%
|
|
Parkside Advisors LLC
|
Jul 09, 2024 Q2 2024 |
4,058
shares
|
$380,234
0.1% of portfolio
|
Q2 2024
Added 3.15%
|