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 |
---|---|---|---|---|---|
Richard W. Paul & Associates, LLC
Novi, MI |
May 14, 2024 Q1 2024 |
25
shares
|
$2,597
0.0% of portfolio
|
Q1 2024
Reduced 90.57%
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
22
shares
|
$2,286
0.0% of portfolio
|
Q2 2023
Reduced 40.54%
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
May 10, 2024 Q1 2024 |
22
shares
|
$2,286
0.0% of portfolio
|
Q4 2023
New holding
|
|
West End Advisors, LLC
|
May 07, 2024 Q1 2024 |
21
shares
|
$2,182
0.0% of portfolio
|
Q1 2024
Added 5.0%
|
|
Benjamin Edwards Inc
Clayton, MO |
Apr 29, 2024 Q1 2024 |
21
shares
|
$2,182
0.0% of portfolio
|
Q1 2024
Reduced 69.57%
|
|
Eukles Asset Management
|
May 13, 2024 Q1 2024 |
20
shares
|
$2,078
0.0% of portfolio
|
Q4 2023
Reduced 9.09%
|
|
Arcadia Investment Management Corp
|
Apr 23, 2024 Q1 2024 |
17
shares
|
$1,766
0.0% of portfolio
|
Q1 2024
Added 88.89%
|
|
Clari Vest Asset Management LLC
San Diego, CA |
May 06, 2024 Q1 2024 |
17
shares
|
$1,766
0.0% of portfolio
|
Q4 2023
Added 41.67%
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 12, 2024 Q1 2024 |
17
shares
|
$1,766
0.0% of portfolio
|
Q1 2024
Reduced 75.36%
|
|
Halpern Financial, Inc.
Ashburn, VA |
Apr 09, 2024 Q1 2024 |
15
shares
|
$1,558
0.0% of portfolio
|
Q4 2023
Reduced 79.73%
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
12
shares
|
$1,246
0.0% of portfolio
|
Q2 2022
Reduced 93.37%
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 13, 2024 Q1 2024 |
10
shares
|
$1,039
0.0% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
Quest Partners LLC
New York, NY |
May 09, 2024 Q1 2024 |
10
shares
|
$1,039
0.0% of portfolio
|
Q1 2024
Reduced 99.91%
|
|
Tfo Tdc, LLC
|
May 13, 2024 Q1 2024 |
7
shares
|
$727
0.0% of portfolio
|
Q1 2024
Reduced 99.97%
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
5
shares
|
$519
0.0% of portfolio
|
Q1 2024
New holding
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 15, 2024 Q1 2024 |
4
shares
|
$415
0.0% of portfolio
|
Q4 2022
Reduced 97.63%
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Apr 16, 2024 Q1 2024 |
4
shares
|
$415
0.0% of portfolio
|
Q4 2023
New holding
|
|
Horizon Financial Services, LLC
|
Apr 26, 2024 Q1 2024 |
3
shares
|
$311
0.0% of portfolio
|
Q1 2024
New holding
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|