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Walt Disney (DIS) Institutional Ownership

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$105.46
+0.07 (+0.07%)
(As of 05/8/2024 ET)
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Institutional Ownership Changes (13F Filings) for Walt Disney (NYSE:DIS)

Current
Institutional Ownership
Percentage
65.71%
Number of
Institutional Buyers
(last 12 months)
2063
Total
Institutional Inflows
(last 12 months)
$58.19B
Number of
Institutional Sellers
(last 12 months)
1934
Total
Institutional Outflows
(last 12 months)
$11.37B
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DIS Institutional Buying and Selling by Quarter

Walt Disney Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024William Allan Corp33,506$4.10M2.7%-1.3%0.002%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,801,544$220.44M0.6%0.0%0.098%
5/8/2024Schneider Downs Wealth Management Advisors LP1,903$233K0.1%N/A0.000%
5/8/2024Taurus Asset Management LLC148,873$18.22M1.8%-0.9%0.008%
5/8/2024Edmond DE Rothschild Holding S.A.320,259$39.19M0.7%-7.4%0.017%
5/8/2024Cozad Asset Management Inc.5,623$688K0.1%-29.5%0.000%
5/8/2024J.P. Marvel Investment Advisors LLC44,680$5.47M0.9%N/A0.002%
5/8/2024MAI Capital Management129,486$15.84M0.2%+58.6%0.007%
5/8/2024Baltimore Washington Financial Advisors Inc.1,657$203K0.0%-80.1%0.000%
5/8/2024Motley Fool Asset Management LLC216,012$26.43M0.9%+328.6%0.012%
5/8/2024Sheets Smith Wealth Management14,510$1.78M0.2%+131.5%0.001%
5/8/2024Paladin Advisory Group LLC875$106K0.1%-21.8%0.000%
5/8/2024Bleakley Financial Group LLC109,782$13.43M0.4%+5.3%0.006%
5/8/2024Great Diamond Partners LLC9,988$1.22M0.3%-12.1%0.001%
5/8/2024Heritage Wealth Advisors6,896$844K0.0%-4.8%0.000%
5/8/2024Baron Wealth Management LLC4,056$496K0.3%+6.2%0.000%
5/8/2024Focused Wealth Management Inc33,585$4.11M0.6%-20.1%0.002%
5/8/2024ProShare Advisors LLC325,447$39.82M0.1%-12.0%0.018%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS402,683$49.27M0.3%+0.5%0.022%
5/8/2024Avantax Advisory Services Inc.105,614$12.92M0.1%+4.3%0.006%
5/8/2024US Bancorp DE1,173,844$143.63M0.2%+0.7%0.064%
5/8/2024Addison Capital Co28,038$3.43M1.7%+4.7%0.002%
5/8/2024Hohimer Wealth Management LLC5,748$703K0.2%+2.5%0.000%
5/8/2024Russell Investments Group Ltd.1,370,454$167.44M0.3%+9.5%0.075%
5/8/2024 Washington Trust Advisors Inc.152,461$18.66M1.7%-1.2%0.008%
5/8/2024 Roffman Miller Associates Inc. PA233,996$28.63M1.9%-0.8%0.013%
5/8/2024 QRG Capital Management Inc.137,653$16.84M0.2%+4.2%0.008%
5/8/2024 O Dell Group LLC12,627$1.55M0.4%-1.5%0.001%
5/8/2024 New Republic Capital LLC2,535$310K0.2%-17.8%0.000%
5/8/2024 Williams Jones Wealth Management LLC.125,374$15.34M0.2%-35.1%0.007%
5/8/2024 Semus Wealth Partners LLC1,911$234K0.2%N/A0.000%
5/8/2024 Delta Financial Advisors LLC14,786$1.81M0.7%+10.2%0.001%
5/8/2024 Thoroughbred Financial Services LLC6,292$769K0.1%-46.2%0.000%
5/7/2024 Verus Capital Partners LLC24,789$3.03M0.3%+1.8%0.001%
5/7/2024 Capital Square LLC3,312$405K0.3%+34.8%0.000%
5/7/2024 Meeder Advisory Services Inc.18,857$2.31M0.2%+14.8%0.001%
5/7/2024 Meeder Asset Management Inc.3,142$384K0.0%N/A0.000%
5/7/2024 Pointe Capital Management LLC2,303$282K0.2%N/A0.000%
5/7/2024 NorthRock Partners LLC17,314$2.12M0.2%+4.3%0.001%
5/7/2024 Choate Investment Advisors74,130$9.07M0.2%+11.3%0.004%
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5/7/2024 Sfmg LLC5,091$623K0.1%+21.2%0.000%
5/7/2024 WNY Asset Management LLC12,223$1.50M0.2%-1.8%0.001%
5/7/2024 Abbrea Capital LLC26,430$3.23M0.4%-7.5%0.001%
5/7/2024 Sei Investments Co.595,506$72.87M0.1%+25.0%0.032%
5/7/2024 GW Henssler & Associates Ltd.6,476$792K0.0%-2.9%0.000%
5/7/2024 Bedel Financial Consulting Inc.16,213$1.98M0.3%-4.5%0.001%
5/7/2024 Chilton Capital Management LLC133,309$16.31M0.8%+1.2%0.007%
5/7/2024 SilverOak Wealth Management LLC1,856$227K0.1%N/A0.000%
5/7/2024 Concurrent Investment Advisors LLC55,492$6.79M0.3%+31.4%0.003%
5/7/2024 Keudell Morrison Wealth Management2,995$367K0.1%+6.7%0.000%
5/7/2024 Atomi Financial Group Inc.22,086$2.70M0.2%+31.1%0.001%
5/7/2024 Reynders McVeigh Capital Management LLC13,006$1.59M0.1%-5.7%0.001%
5/7/2024 Allegheny Financial Group LTD4,114$503K0.2%-10.7%0.000%
5/7/2024 Montag A & Associates Inc.44,793$5.48M0.3%+0.5%0.002%
5/7/2024 TCI Wealth Advisors Inc.5,531$677K0.1%+5.2%0.000%
5/7/2024 BCGM Wealth Management LLC21,605$2.64M0.9%+3.5%0.001%
5/7/2024 Redwood Wealth Management Group LLC3,276$401K0.4%-5.2%0.000%
5/7/2024Susquehanna Fundamental Investments LLC112,583$13.78M0.6%N/A0.006%
5/7/2024 WealthPLAN Partners LLC4,364$534K0.1%-40.8%0.000%
5/7/2024 Keating Investment Counselors Inc.11,839$1.45M0.5%-38.3%0.001%
5/7/2024 Clifford Capital Partners LLC136,490$16.70M4.4%+2.7%0.007%
5/7/2024 CarsonAllaria Wealth Management Ltd.837$102K0.1%+510.9%0.000%
5/7/2024 KCM Investment Advisors LLC51,106$6.25M0.2%-26.3%0.003%
5/7/2024 Tectonic Advisors LLC11,686$1.43M0.1%+4.2%0.001%
5/7/2024 Smithfield Trust Co18,947$2.31M0.1%-3.8%0.001%
5/7/2024 River Global Investors LLP94,094$11.51M2.9%-13.5%0.005%
5/7/2024 Bernardo Wealth Planning LLC1,989$243K0.1%N/A0.000%
5/7/2024 Swiss National Bank5,490,925$671.87M0.5%-4.0%0.299%
5/7/2024 NTV Asset Management LLC17,843$2.18M0.3%+6.2%0.001%
5/7/2024 Forsta AP Fonden502,500$61.49M0.5%+1.6%0.027%
5/7/2024 Hyman Charles D37,015$4.53M0.3%-0.6%0.002%
5/7/2024 Highland Capital Management LLC42,882$5.25M0.3%-0.5%0.002%
5/7/2024 Mitsubishi UFJ Asset Management UK Ltd.25,000$3.06M1.6%+56.3%0.001%
5/7/2024 Zevenbergen Capital Investments LLC8,450$1.03M0.0%-12.1%0.000%
5/7/2024 Benedetti & Gucer Inc.15,730$1.93M1.0%-6.1%0.001%
5/7/2024 Nvwm LLC28,891$3.54M1.0%+1.0%0.002%
5/7/2024 Gibraltar Capital Management Inc.61,634$7.54M3.5%-1.6%0.003%
5/7/2024 Sustainable Insight Capital Management LLC3,600$440K0.3%N/A0.000%
5/7/2024 Nelson Capital Management LLC22,007$2.69M0.5%+8.2%0.001%
5/7/2024 Oppenheimer Asset Management Inc.208,155$25.47M0.4%-15.5%0.011%
5/7/2024 PFG Advisors7,433$909K0.1%+2.4%0.000%
5/7/2024 Oppenheimer & Co. Inc.214,479$26.24M0.4%+23.8%0.012%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management15,323$1.88M0.1%+1.8%0.001%
5/7/2024 Brooklyn Investment Group11,643$1.42M0.6%+7.1%0.001%
5/7/2024 Hilltop National Bank1,743$213K0.1%N/A0.000%
5/7/2024 JCIC Asset Management Inc.22,770$2.79M1.1%-0.5%0.001%
5/7/2024 Insight Advisors LLC PA3,260$399K0.1%+9.6%0.000%
5/7/2024 Retirement Planning Co of New England Inc.3,612$442K0.2%-48.8%0.000%
5/7/2024 Mystic Asset Management Inc.2,907$356K0.1%-54.0%0.000%
5/7/2024 Metis Global Partners LLC102,957$12.60M0.5%-0.5%0.006%
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5/7/2024 Empowered Funds LLC69,135$8.46M0.2%+25.3%0.004%
5/7/2024 Defender Capital LLC.2,013$246K0.1%N/A0.000%
5/7/2024 AIA Group Ltd10,347$1.27M0.0%N/A0.001%
5/7/2024 Stokes Family Office LLC11,357$1.39M0.2%-5.4%0.001%
5/6/2024 Envestnet Portfolio Solutions Inc.75,811$9.28M0.0%+24.3%0.004%
5/6/2024 Empirical Finance LLC66,219$8.10M0.5%+3.5%0.004%
5/6/2024 ORG Partners LLC482$59K0.1%-91.2%0.000%
5/6/2024 CFO4Life Group LLC3,335$408K0.1%-11.1%0.000%
5/6/2024 OLD Second National Bank of Aurora19,383$2.37M0.6%-5.6%0.001%
5/6/2024 SYM FINANCIAL Corp2,672$327K0.1%-3.7%0.000%
(Data available from 1/1/2016 forward)

DIS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DIS shares?

During the previous two years, 3,569 institutional investors and hedge funds held shares of Walt Disney. The most heavily invested institutionals were Vanguard Group Inc. ($13.67B), State Street Corp ($6.53B), Morgan Stanley ($3.59B), Geode Capital Management LLC ($2.96B), State Farm Mutual Automobile Insurance Co. ($2.91B), Trian Fund Management L.P. ($2.66B), and Price T Rowe Associates Inc. MD ($2.61B).Learn more on DIS's institutional investors.

What percentage of Walt Disney stock is owned by institutional investors?

65.71% of Walt Disney stock is owned by institutional investors. Learn more on DIS's institutional investor holdings.

Which institutional investors have been buying Walt Disney stock?

Of the 3,033 institutional investors that purchased Walt Disney stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($459.03M), Trian Fund Management L.P. ($26.44M), Norges Bank ($21.47M), Newport Trust Co ($12.91M), Jennison Associates LLC ($12.18M), Providence Capital Advisors LLC ($10.93M), and Price T Rowe Associates Inc. MD ($10.68M).

How much institutional buying is happening at Walt Disney?

Institutional investors have bought a total of 766,003,442 shares in the last 24 months. This purchase volume represents approximately $70.01B in transactions.

Which Walt Disney major shareholders have been selling company stock?

Of the 2,655 institutional investors that sold Walt Disney stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($30.41M), Wellington Management Group LLP ($9.21M), Bank of New York Mellon Corp ($7.49M), Clearbridge Investments LLC ($5.21M), FMR LLC ($4.33M), Northern Trust Corp ($3.54M), and Deutsche Bank AG ($3.50M).

How much institutional selling is happening at Walt Disney?

Institutional investors have sold a total of 201,320,548 shares in the last 24 months. This volume of shares sold represents approximately $19.18B in transactions.


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This page (NYSE:DIS) was last updated on 5/8/2024 by MarketBeat.com Staff

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