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 3,436 institutions that hold shares in the stock, with a total of 1.2 Billion shares, which have been reported (via 13F filing form) to have a value of $124 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
94
shares
|
$9,767
0.01% of portfolio
|
Q3 2021
Reduced 9.62%
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
93
shares
|
$9,663
0.01% of portfolio
|
Q4 2021
Reduced 9.71%
|
|
Marquette Asset Management, LLC
|
May 06, 2024 Q1 2024 |
87
shares
|
$9,040
0.0% of portfolio
|
Q1 2024
New holding
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2024 Q1 2024 |
87
shares
|
$9,040
0.01% of portfolio
|
Q1 2023
Reduced 73.8%
|
|
West Financial Advisors, LLC
|
Apr 11, 2024 Q1 2024 |
86
shares
|
$8,936
0.0% of portfolio
|
Q3 2023
Reduced 62.28%
|
|
New Square Capital LLC
|
May 08, 2024 Q1 2024 |
86
shares
|
$8,936
0.0% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
Your Advocates Ltd., LLP
Houston, TX |
Apr 30, 2024 Q1 2024 |
85
shares
|
$8,832
0.01% of portfolio
|
Q1 2024
Added 2.41%
|
|
Jdm Financial Group LLC
Encino, CA |
May 08, 2024 Q1 2024 |
75
shares
|
$7,793
0.01% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
Bollard Group LLC
Boston, MA |
May 13, 2024 Q1 2024 |
71
shares
|
$7,377
0.0% of portfolio
|
Q3 2023
Reduced 64.68%
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
May 08, 2024 Q1 2024 |
59
shares
|
$6,130
0.0% of portfolio
|
Q4 2023
Reduced 45.87%
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 16, 2024 Q1 2024 |
58
shares
|
$6,026
0.01% of portfolio
|
Q4 2023
New holding
|
|
Trust CO
|
Apr 11, 2024 Q1 2024 |
55
shares
|
$5,715
0.0% of portfolio
|
Q1 2023
Reduced 20.29%
|
|
Decision Point Financial, LLC
Mesa, AZ |
Apr 30, 2024 Q1 2024 |
55
shares
|
$5,715
0.0% of portfolio
|
Q1 2024
Added 1.85%
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 12, 2024 Q1 2024 |
52
shares
|
$5,403
0.0% of portfolio
|
Q1 2024
New holding
|
|
Clear Investment Research, LLC
|
May 02, 2024 Q1 2024 |
51
shares
|
$5,299
0.01% of portfolio
|
Q4 2023
Reduced 7.27%
|
|
Horrell Capital Management, Inc.
|
Apr 25, 2024 Q1 2024 |
46
shares
|
$4,779
0.0% of portfolio
|
Q3 2023
Reduced 6.12%
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
45
shares
|
$4,675
0.01% of portfolio
|
Q1 2024
Added 650.0%
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
44
shares
|
$4,572
0.0% of portfolio
|
Q1 2023
Added 340.0%
|
|
Capital Management Associates
New York, NY |
May 03, 2024 Q1 2024 |
41
shares
|
$4,260
0.01% of portfolio
|
Q2 2022
Reduced 99.48%
|
|
Newton One Investments LLC
|
Apr 16, 2024 Q1 2024 |
38
shares
|
$3,948
0.0% of portfolio
|
Q1 2024
Reduced 96.34%
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
35
shares
|
$3,636
0.0% of portfolio
|
Q2 2023
New holding
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 24, 2024 Q1 2024 |
34
shares
|
$3,532
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cordant, Inc.
Portland, OR |
Apr 16, 2024 Q1 2024 |
32
shares
|
$3,325
0.0% of portfolio
|
Q2 2022
Reduced 15.79%
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
31
shares
|
$3,221
0.0% of portfolio
|
Q1 2024
Reduced 3.13%
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 01, 2024 Q1 2024 |
25
shares
|
$2,597
0.0% of portfolio
|
Q1 2024
Reduced 28.57%
|