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 |
---|---|---|---|---|---|
Tobam
|
Aug 01, 2024 Q2 2024 |
4,058
shares
|
$380,234
0.06% of portfolio
|
Q2 2024
Reduced 47.69%
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Aug 14, 2024 Q2 2024 |
4,055
shares
|
$379,953
0.02% of portfolio
|
Q2 2024
Reduced 94.72%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
4,054
shares
|
$379,859
0.11% of portfolio
|
Q2 2024
Added 8.66%
|
|
Guyasuta Investment Advisors Inc
|
Jul 22, 2024 Q2 2024 |
4,047
shares
|
$379,203
0.03% of portfolio
|
Q2 2024
Reduced 4.71%
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 09, 2024 Q2 2024 |
4,045
shares
|
$379,016
0.03% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
Cohen Capital Management, Inc.
|
Aug 05, 2024 Q2 2024 |
4,041
shares
|
$378,641
0.07% of portfolio
|
Q2 2024
Added 12.53%
|
|
Baron Wealth Management LLC
Troy, MI |
Aug 13, 2024 Q2 2024 |
4,032
shares
|
$377,798
0.21% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Sep 10, 2024 Q2 2024 |
4,023
shares
|
$376,955
0.08% of portfolio
|
Q2 2024
New holding
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Aug 12, 2024 Q2 2024 |
4,004
shares
|
$375,174
0.08% of portfolio
|
Q2 2024
Added 14.79%
|
|
Professional Advisory Services Inc
|
Jul 10, 2024 Q2 2024 |
4,000
shares
|
$374,800
0.05% of portfolio
|
Q4 2023
Reduced 0.12%
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Aug 14, 2024 Q2 2024 |
3,997
shares
|
$374,518
0.09% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
3,989
shares
|
$373,769
0.03% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
Alesco Advisors LLC
Pittsford, NY |
Aug 13, 2024 Q2 2024 |
3,971
shares
|
$372,082
0.01% of portfolio
|
Q2 2024
Added 1.93%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 12, 2024 Q2 2024 |
3,971
shares
|
$372,082
0.03% of portfolio
|
Q2 2024
Reduced 7.78%
|
|
Fin Trust Capital Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
3,962
shares
|
$371,239
0.07% of portfolio
|
Q2 2024
Reduced 31.17%
|
|
626 Financial, LLC
|
Jul 12, 2024 Q2 2024 |
3,960
shares
|
$371,052
0.23% of portfolio
|
Q2 2024
Reduced 14.89%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 05, 2024 Q2 2024 |
3,957
shares
|
$370,770
0.14% of portfolio
|
Q2 2024
New holding
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
3,956
shares
|
$370,677
0.19% of portfolio
|
Q4 2022
Added 5.8%
|
|
Lion Street Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
3,953
shares
|
$370,396
0.15% of portfolio
|
Q2 2024
Reduced 10.97%
|
|
Argent Capital Management LLC
|
Jul 24, 2024 Q2 2024 |
3,950
shares
|
$370,115
0.01% of portfolio
|
Q2 2024
Reduced 15.69%
|
|
Lvz, Inc.
|
Jul 24, 2024 Q2 2024 |
3,946
shares
|
$369,740
0.05% of portfolio
|
Q2 2024
Added 0.25%
|
|
Kensington Investment Counsel, LLC
|
Aug 14, 2024 Q2 2024 |
3,931
shares
|
$368,334
0.17% of portfolio
|
Q2 2024
Added 28.13%
|
|
Bck Capital Management LP
Stamford, CT |
Aug 07, 2024 Q2 2024 |
3,925
shares
|
$367,772
0.14% of portfolio
|
Q1 2023
Added 2.59%
|
|
Evermay Wealth Management LLC
Arlington, VA |
Aug 01, 2024 Q2 2024 |
3,919
shares
|
$367,210
0.06% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
Afs Financial Group, LLC
Bethesda, MD |
Aug 14, 2024 Q2 2024 |
3,916
shares
|
$366,929
5.21% of portfolio
|
Q2 2024
Reduced 27.28%
|