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Walt Disney (DIS) Institutional Ownership

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$113.35 -0.65 (-0.57%)
Closing price 03:59 PM Eastern
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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)
1844
Total
Institutional Inflows
(last 12 months)
$14.60B
Number of
Institutional Sellers
(last 12 months)
1723
Total
Institutional Outflows
(last 12 months)
$12.21B
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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
2/4/2025Delta Financial Advisors LLC13,013$1.45M0.5%-2.2%0.001%
2/4/2025Los Angeles Capital Management LLC29,071$3.24M0.0%+117.5%0.002%
2/4/2025Amalgamated Bank352,233$39.22M0.3%-1.9%0.019%
2/4/2025Avalon Capital Management20,618$2.30M0.7%-3.5%0.001%
2/4/2025Vaughan David Investments LLC IL331,136$36.87M0.9%+0.9%0.018%
2/4/2025FourThought Financial Partners LLC4,001$446K0.0%N/A0.000%
2/4/2025Exchange Capital Management Inc.43,131$4.80M0.8%+10.8%0.002%
2/4/2025TruNorth Capital Management LLC1,117$124K1.6%+11.7%0.000%
2/4/2025Bank of New York Mellon Corp17,104,295$1.90B0.4%+15.5%0.946%
2/4/2025Fairhaven Wealth Management LLC2,238$249K0.1%-4.8%0.000%
2/4/2025Hendley & Co. Inc.1,964$219K0.1%N/A0.000%
2/4/2025Sentry Investment Management LLC7,219$804K0.4%+87.1%0.000%
2/4/2025Synergy Financial Group LTD10,354$1.15M1.0%-1.9%0.001%
2/4/2025Wrapmanager Inc.6,291$701K0.2%+14.0%0.000%
2/4/2025Transcendent Capital Group LLC1,451$162K0.1%+93.2%0.000%
2/4/2025CWS Financial Advisors LLC4,178$465K0.2%-8.7%0.000%
2/4/2025Pine Valley Investments Ltd Liability Co27,241$3.04M0.2%+18.8%0.002%
2/4/2025Prasad Wealth Partners LLC1,855$207K0.1%N/A0.000%
2/4/2025BankPlus Trust Department14,172$1.58M0.5%N/A0.001%
2/4/2025Impax Asset Management Group plc517,461$57.62M0.3%-19.7%0.029%
2/4/2025W.G. Shaheen & Associates DBA Whitney & Co2,016$224K0.0%N/A0.000%
2/4/2025Skylands Capital LLC14,925$1.66M0.2%-75.5%0.001%
2/4/2025Edge Capital Group LLC4,751$529K0.0%-9.0%0.000%
2/4/2025Rothschild Investment LLC31,174$3.47M0.2%-5.4%0.002%
2/4/2025Crestwood Advisors Group LLC117,186$13.05M0.2%-53.6%0.006%
2/4/2025IFP Advisors Inc39,427$4.39M0.1%+83.2%0.002%
2/4/2025Rowlandmiller & PARTNERS.ADV18,259$2.03M0.4%-5.8%0.001%
2/4/2025J. W. Coons Advisors LLC14,611$1.63M0.4%-1.4%0.001%
2/4/2025RPG Investment Advisory LLC112,842$12.57M1.7%-1.1%0.006%
2/4/2025WealthShield Partners LLC1,902$212K0.0%N/A0.000%
2/4/2025Asset Advisors Investment Management LLC18,535$2.06M0.2%-3.6%0.001%
2/4/2025Roffman Miller Associates Inc. PA231,335$25.76M1.6%-0.9%0.013%
2/4/2025Cannon Wealth Management Services LLC2,279$260K0.2%+6.2%0.000%
2/4/2025New World Advisors LLC3,750$418K0.1%-11.2%0.000%
2/4/2025Dover Advisors LLC17,329$1.93M1.1%-2.1%0.001%
2/4/2025Conscious Wealth Investments LLC6,338$678K0.5%+27.3%0.000%
2/4/2025Cape ANN Savings Bank5,820$648K0.4%-11.0%0.000%
2/4/2025Midwest Capital Advisors LLC302$34K0.0%N/A0.000%
2/4/2025Colonial River Investments LLC2,276$253K0.1%N/A0.000%
2/4/2025Y Intercept Hong Kong Ltd24,297$2.71M0.2%N/A0.001%
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2/4/2025Partners Wealth Management LLC2,646$295K0.3%N/A0.000%
2/4/2025South Dakota Investment Council238,999$26.61M0.5%-1.8%0.013%
2/4/2025 Union Bancaire Privee UBP SA14,888$1.62M0.0%N/A0.001%
2/4/2025World Equity Group Inc.7,778$866K0.2%+37.7%0.000%
2/4/2025Fjarde AP Fonden Fourth Swedish National Pension Fund296,100$32.97M0.3%-5.2%0.016%
2/4/2025Delta Financial Group Inc.14,508$1.62M0.4%N/A0.001%
2/4/2025Summit Asset Management LLC1,905$212K0.0%N/A0.000%
2/4/2025Cabot Wealth Management Inc.97,192$10.82M1.4%+3.0%0.005%
2/4/2025Wealthgarden F.S. LLC2,688$299K0.3%-82.6%0.000%
2/4/2025MONECO Advisors LLC15,687$1.75M0.2%-11.6%0.001%
2/4/2025DORCHESTER WEALTH MANAGEMENT Co41,588$4.63M0.9%+13.2%0.002%
2/4/2025Forvis Mazars Wealth Advisors LLC48,988$5.46M0.1%-3.1%0.003%
2/4/2025Pavion Blue Capital LLC55,652$6.20M2.9%-0.3%0.003%
2/4/2025Lansing Street Advisors2,081$232K0.1%N/A0.000%
2/4/2025Howard Capital Management Inc.11,479$1.28M0.0%+6.3%0.001%
2/4/2025Integral Investment Advisors Inc.14,040$1.56M0.5%+12.2%0.001%
2/4/2025Wealthspire Advisors LLC26,006$2.90M0.0%+3.9%0.001%
2/4/2025Tradewinds Capital Management LLC2,991$333K0.1%+7.6%0.000%
2/4/2025Townsend & Associates Inc149,641$16.27M1.7%+2.4%0.008%
2/4/2025TCW Group Inc.769,517$85.69M0.7%+13.6%0.043%
2/4/2025Denver PWM LLC1,454$162K0.1%-10.7%0.000%
2/4/2025FPC Investment Advisory Inc.245$28K0.0%N/A0.000%
2/4/2025Fisher Funds Management LTD20,165$2.24M0.1%N/A0.001%
2/4/2025Richardson Capital Management LLC436$49K0.0%+1,111.1%0.000%
2/3/2025 First Horizon Advisors Inc.19,427$2.16M0.1%-1.6%0.001%
2/3/2025 Pinnacle Financial Partners Inc29,714$3.26M0.1%-1.3%0.002%
2/3/2025 Sigma Planning Corp42,951$4.78M0.2%-5.8%0.002%
2/3/2025 44 Wealth Management LLC5,769$642K0.2%N/A0.000%
2/3/2025 Kintegral Advisory LLC61,814$6.92M0.7%-4.5%0.003%
2/3/2025 Carl P. Sherr & Co. LLC11,545$1.29M0.7%-2.6%0.001%
2/3/2025 Navellier & Associates Inc.6,871$765K0.1%+21.4%0.000%
2/3/2025 Prentice Wealth Management LLC6,355$708K0.2%+5.6%0.000%
2/3/2025 Matauro LLC3,375$376K0.1%N/A0.000%
2/3/2025 Advantage Trust Co280$31K0.0%-61.6%0.000%
2/3/2025 Kennon Green & Company LLC37,249$4.15M3.6%-0.7%0.002%
2/3/2025 Variant Private Wealth LLC11,229$1.25M1.2%N/A0.001%
2/3/2025 LifeSteps Financial Inc.4,027$448K0.3%-8.5%0.000%
2/3/2025 Red Wave Investments LLC1,863$207K0.1%N/A0.000%
2/3/2025 Leuthold Group LLC56,155$6.25M0.8%-3.4%0.003%
2/3/2025 PMG Wealth Management Inc.2,054$229K0.2%N/A0.000%
2/3/2025 Greystone Financial Group LLC85,187$9.49M1.6%+13.3%0.005%
2/3/2025 Peregrine Asset Advisers Inc.2,865$319K0.1%-19.4%0.000%
2/3/2025 Eubel Brady & Suttman Asset Management Inc.282,542$31.46M4.1%+0.8%0.016%
2/3/2025 Outfitter Financial LLC7,315$815K0.7%-2.7%0.000%
2/3/2025 Transcend Capital Advisors LLC38,280$4.26M0.3%+1.7%0.002%
2/3/2025 Bradley Foster & Sargent Inc. CT99,062$11.03M0.2%-9.3%0.005%
2/3/2025 Paradigm Asset Management Co. LLC20,700$2.31M0.6%+1,280.0%0.001%
2/3/2025 Cassaday & Co Wealth Management LLC6,689$745K0.0%-14.1%0.000%
2/3/2025 Compass Capital Corp MA ADV3,946$439K0.2%N/A0.000%
2/3/2025 WP Advisors LLC2,511$280K0.1%-3.8%0.000%
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2/3/2025 Cordatus Wealth Management LLC14,230$1.58M0.4%+4.2%0.001%
2/3/2025 Centricity Wealth Management LLC650$72K0.1%N/A0.000%
2/3/2025 Legacy Capital Group California Inc.16,284$1.81M0.6%+4.6%0.001%
2/3/2025 Kentucky Retirement Systems124,628$13.88M0.4%-1.4%0.007%
2/3/2025 Waterfront Wealth Inc.3,594$400K0.1%-2.8%0.000%
2/3/2025 Investors Asset Management of Georgia Inc. GA ADV13,800$1.54M0.7%-2.3%0.001%
2/3/2025 Financial Harvest LLC3,190$355K0.3%N/A0.000%
2/3/2025 Bray Capital Advisors5,664$631K0.2%-2.7%0.000%
2/3/2025 Aspen Investment Management Inc2,838$316K0.1%-4.9%0.000%
2/3/2025 Capital Investment Counsel Inc39,418$4.39M0.7%-7.7%0.002%
(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, 3,507 institutional investors and hedge funds held shares of Walt Disney. The most heavily invested institutionals were Vanguard Group Inc. ($18.82B), State Street Corp ($7.46B), Geode Capital Management LLC ($3.61B), Morgan Stanley ($3.59B), FMR LLC ($3.31B), State Farm Mutual Automobile Insurance Co. ($2.91B), and Trian Fund Management L.P. ($2.66B).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 2,887 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 ($458.76M), Trian Fund Management L.P. ($26.44M), Norges Bank ($21.47M), Jennison Associates LLC ($15.82M), Providence Capital Advisors LLC ($10.91M), ValueAct Holdings L.P. ($7.13M), and International Assets Investment Management LLC ($6.72M).

How much institutional buying is happening at Walt Disney?

Institutional investors have bought a total of 751,857,251 shares in the last 24 months. This purchase volume represents approximately $69.08B in transactions.

Which Walt Disney major shareholders have been selling company stock?

Of the 2,548 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: Whalerock Point Partners LLC ($32.05M), OFI Invest Asset Management ($30.41M), Wellington Management Group LLP ($9.21M), Fisher Asset Management LLC ($7.83M), Bank of New York Mellon Corp ($7.49M), Clearbridge Investments LLC ($5.54M), and Franklin Resources Inc. ($4.52M).

How much institutional selling is happening at Walt Disney?

Institutional investors have sold a total of 228,315,936 shares in the last 24 months. This volume of shares sold represents approximately $22.46B in transactions.


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This page (NYSE:DIS) was last updated on 2/4/2025 by MarketBeat.com Staff
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