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 |
---|---|---|---|---|---|
Stonekeep Investments, LLC
Sante Fe, NM |
Aug 06, 2024 Q2 2024 |
3,913
shares
|
$366,648
0.32% of portfolio
|
Q2 2024
New holding
|
|
Thompson Davis & Co., Inc.
|
Jul 23, 2024 Q2 2024 |
3,905
shares
|
$365,898
0.34% of portfolio
|
Q1 2024
Reduced 2.38%
|
|
Burford Brothers, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
3,903
shares
|
$365,711
0.23% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
3,900
shares
|
$365,430
0.04% of portfolio
|
Q2 2024
Reduced 10.63%
|
|
La Fleur & Godfrey LLC
|
Jul 23, 2024 Q2 2024 |
3,892
shares
|
$364,680
0.06% of portfolio
|
Q2 2024
Reduced 22.81%
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jul 26, 2024 Q2 2024 |
3,886
shares
|
$364,118
0.42% of portfolio
|
Q2 2024
Reduced 16.89%
|
|
Cairn Investment Group, Inc.
|
Aug 06, 2024 Q2 2024 |
3,885
shares
|
$364,024
0.22% of portfolio
|
Q4 2023
Reduced 9.02%
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
3,880
shares
|
$363,556
0.12% of portfolio
|
Q3 2023
New holding
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2024 Q2 2024 |
3,870
shares
|
$362,619
0.06% of portfolio
|
Q2 2024
Added 2.3%
|
|
Gemmer Asset Management LLC
|
Jul 15, 2024 Q2 2024 |
3,861
shares
|
$361,775
0.04% of portfolio
|
Q2 2024
Reduced 14.75%
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 13, 2024 Q2 2024 |
3,859
shares
|
$361,588
0.17% of portfolio
|
Q2 2024
Added 0.21%
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
3,847
shares
|
$360,463
0.05% of portfolio
|
Q3 2022
Reduced 1.08%
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 23, 2024 Q2 2024 |
3,846
shares
|
$360,370
0.05% of portfolio
|
Q2 2024
Added 15.39%
|
|
Htlf Bank
Denver, CO |
Jul 23, 2024 Q2 2024 |
3,846
shares
|
$360,370
0.04% of portfolio
|
Q2 2024
Reduced 13.65%
|
|
Marotta Asset Management
|
Jul 17, 2024 Q2 2024 |
3,843
shares
|
$360,089
0.08% of portfolio
|
Q2 2024
Added 2.51%
|
|
Thrive Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
3,839
shares
|
$359,714
0.07% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
Peoples Financial Services Corp.
|
Jul 25, 2024 Q2 2024 |
3,836
shares
|
$359,433
0.17% of portfolio
|
Q1 2024
Reduced 25.31%
|
|
Paragon Capital Management LTD
|
Jul 12, 2024 Q2 2024 |
3,835
shares
|
$359,339
0.07% of portfolio
|
Q2 2024
Reduced 3.76%
|
|
Reik & Co., LLC
|
Jul 24, 2024 Q2 2024 |
3,832
shares
|
$359,058
0.09% of portfolio
|
Q4 2023
Reduced 20.7%
|
|
South Street Advisors LLC
New York, NY |
Aug 07, 2024 Q2 2024 |
3,832
shares
|
$359,058
0.06% of portfolio
|
Q2 2024
Reduced 20.7%
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 16, 2024 Q2 2024 |
3,828
shares
|
$358,683
0.13% of portfolio
|
Q2 2024
Reduced 21.09%
|
|
Inspirion Wealth Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
3,819
shares
|
$357,840
0.06% of portfolio
|
Q2 2024
Added 0.18%
|
|
Burt Wealth Advisors
|
Jul 16, 2024 Q2 2024 |
3,819
shares
|
$357,840
0.1% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Aug 02, 2024 Q2 2024 |
3,816
shares
|
$357,559
0.09% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Aug 02, 2024 Q2 2024 |
3,816
shares
|
$357,559
0.25% of portfolio
|
Q2 2024
Reduced 17.37%
|