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 |
---|---|---|---|---|---|
Mc Adam, LLC
|
Jul 24, 2024 Q2 2024 |
3,671
shares
|
$343,972
0.02% of portfolio
|
Q2 2024
Reduced 29.62%
|
|
Salomon & Ludwin, LLC
|
Jul 25, 2024 Q2 2024 |
3,668
shares
|
$343,691
0.04% of portfolio
|
Q2 2024
Reduced 19.06%
|
|
Rba Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
3,665
shares
|
$343,410
0.15% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
Hennion & Walsh Asset Management, Inc.
|
Jul 19, 2024 Q2 2024 |
3,665
shares
|
$343,410
0.02% of portfolio
|
Q3 2023
Reduced 20.76%
|
|
Meritage Portfolio Management
|
Aug 08, 2024 Q2 2024 |
3,664
shares
|
$343,316
0.02% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
Wealth Effects LLC
|
Aug 02, 2024 Q2 2024 |
3,662
shares
|
$343,129
0.15% of portfolio
|
Q2 2024
Reduced 8.81%
|
|
First Personal Financial Services
|
Jul 29, 2024 Q2 2024 |
3,660
shares
|
$342,942
0.08% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 14, 2024 Q2 2024 |
3,659
shares
|
$342,848
0.09% of portfolio
|
Q2 2024
Reduced 30.64%
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Aug 05, 2024 Q2 2024 |
3,658
shares
|
$342,754
0.24% of portfolio
|
Q2 2024
Added 8.45%
|
|
Quest Partners LLC
New York, NY |
Aug 06, 2024 Q2 2024 |
3,656
shares
|
$342,567
0.05% of portfolio
|
Q2 2024
Added 36460.0%
|
|
Charter Oak Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
3,645
shares
|
$341,536
0.04% of portfolio
|
Q2 2024
Reduced 7.84%
|
|
Waterfront Wealth Inc.
|
Aug 01, 2024 Q2 2024 |
3,634
shares
|
$340,505
0.1% of portfolio
|
Q2 2024
Reduced 22.94%
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 01, 2024 Q2 2024 |
3,631
shares
|
$340,224
0.27% of portfolio
|
Q2 2024
Reduced 10.52%
|
|
Cfm Wealth Partners LLC
|
Jul 18, 2024 Q2 2024 |
3,630
shares
|
$340,131
0.07% of portfolio
|
Q2 2024
Reduced 18.66%
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 25, 2024 Q2 2024 |
3,628
shares
|
$339,943
0.22% of portfolio
|
Q2 2024
Reduced 20.39%
|
|
First National Corp
|
Jul 12, 2024 Q2 2024 |
3,623
shares
|
$339,475
0.09% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Capital International Sarl
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
3,615
shares
|
$338,725
0.01% of portfolio
|
Q2 2024
Added 110.05%
|
|
Retirement Planning Group
|
Jul 12, 2024 Q2 2024 |
3,609
shares
|
$338,163
0.03% of portfolio
|
Q2 2024
New holding
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
3,608
shares
|
$338,069
0.12% of portfolio
|
Q2 2024
Reduced 3.99%
|
|
Money Concepts Capital Corp
|
Aug 02, 2024 Q2 2024 |
3,605
shares
|
$337,788
0.03% of portfolio
|
Q2 2024
Added 8.19%
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Aug 02, 2024 Q2 2024 |
3,605
shares
|
$337,788
0.29% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
Tsfg, LLC
|
Jul 16, 2024 Q2 2024 |
3,602
shares
|
$337,507
0.08% of portfolio
|
Q2 2024
Added 4.25%
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 08, 2024 Q2 2024 |
3,593
shares
|
$336,664
0.2% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
Mv Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
3,572
shares
|
$334,696
0.04% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
Secure Asset Management, LLC
|
Jul 24, 2024 Q2 2024 |
3,572
shares
|
$334,696
0.07% of portfolio
|
Q2 2024
Reduced 57.41%
|