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Walt Disney (DIS) Institutional Ownership

Walt Disney logo
$111.16 +0.34 (+0.31%)
As of 01/3/2025 05:45 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)
1791
Total
Institutional Inflows
(last 12 months)
$14.57B
Number of
Institutional Sellers
(last 12 months)
1738
Total
Institutional Outflows
(last 12 months)
$11.36B
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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
1/3/2025Central Pacific Bank Trust Division19,447$2.17M0.3%+8.5%0.001%
1/3/2025Everence Capital Management Inc.48,339$5.38M0.3%+5.3%0.003%
1/3/2025Modus Advisors LLC1,389$155K0.0%N/A0.000%
1/3/2025GAMMA Investing LLC22,974$2.56M0.2%+16.8%0.001%
1/3/2025Versant Capital Management Inc3,668$408K0.1%+30.2%0.000%
1/2/2025 First Financial Bank Trust Division75,961$8.46M0.8%-1.9%0.004%
1/2/2025 Cacti Asset Management LLC544,813$60.37M4.6%+2.3%0.030%
12/19/2024Independent Solutions Wealth Management LLC3,181$306K0.1%-23.1%0.000%
12/19/2024Principal Financial Group Inc.2,058,923$198.05M0.1%-6.6%0.114%
12/13/2024B. Riley Wealth Advisors Inc.41,779$3.98M0.1%-18.0%0.002%
12/11/20241ST Source Bank47,197$4.54M0.3%-3.3%0.003%
12/10/2024Birmingham Capital Management Co. Inc. AL8,836$850K0.3%-14.6%0.000%
12/9/2024Copley Financial Group Inc.732$70K0.1%N/A0.000%
12/6/2024Logan Capital Management Inc.51,346$4.94M0.2%-4.8%0.003%
12/6/2024Retirement Systems of Alabama389,749$37.49M0.1%-3.1%0.022%
12/3/2024Garde Capital Inc.4,182$402K0.0%-59.7%0.000%
12/3/2024Denver PWM LLC1,629$157K0.1%-40.3%0.000%
12/2/2024Inspire Trust Co. N.A.27,000$2.60M0.7%N/A0.001%
12/2/2024Beaird Harris Wealth Management LLC328$32K0.0%-45.2%0.000%
11/27/2024Franklin Resources Inc.9,487,470$900.75M0.3%-24.7%0.524%
11/26/2024Asset Advisors Investment Management LLC19,235$1.85M0.2%-46.7%0.001%
11/26/2024Peapack Gladstone Financial Corp330,258$31.77M0.5%-0.9%0.018%
11/25/2024Synovus Financial Corp78,401$7.54M0.1%+0.3%0.004%
11/25/2024Centerstone Investors LLC24,388$2.35M2.2%-6.9%0.001%
11/25/2024Cim Investment Management Inc.8,487$816K0.2%-1.8%0.000%
11/25/2024PVG Asset Management Corp2,194$211K0.8%N/A0.000%
11/25/2024Destination Wealth Management307,095$29.54M0.9%-1.3%0.017%
11/25/2024Wilmington Savings Fund Society FSB80,278$7.72M0.1%+16.8%0.004%
11/25/2024Arvest Bank Trust Division93,752$9.02M0.5%N/A0.005%
11/25/2024Sfmg LLC4,242$408K0.0%-4.5%0.000%
11/25/2024World Investment Advisors LLC58,367$5.61M0.1%+357.7%0.003%
11/25/2024Sanctuary Advisors LLC308,234$29.65M0.2%-1.6%0.017%
11/25/2024Pine Valley Investments Ltd Liability Co22,923$2.21M0.1%-3.8%0.001%
11/22/2024Stock Yards Bank & Trust Co.144,169$13.87M0.4%-10.4%0.008%
11/22/2024Boyar Asset Management Inc.33,280$3.20M2.1%+1.7%0.002%
11/22/2024Sculati Wealth Management LLC18,715$1.80M0.7%-1.4%0.001%
11/22/2024Eaton Financial Holdings Company LLC6,857$660K0.3%N/A0.000%
11/22/2024Saratoga Research & Investment Management1,536,008$147.75M6.5%+18.8%0.085%
11/21/2024Anchor Investment Management LLC41,464$3.99M0.4%-1.2%0.002%
11/21/2024Te Ahumairangi Investment Management Ltd37,123$3.55M0.6%+28.3%0.002%
11/21/2024Wealthquest Corp4,021$378K0.0%-2.2%0.000%
11/21/2024Aldebaran Financial Inc.11,166$1.07M1.3%-4.3%0.001%
11/20/2024Diamant Asset Management Inc.14,782$1.42M0.9%-5.6%0.001%
11/20/2024SOA Wealth Advisors LLC.11,679$1.12M0.2%-9.7%0.001%
11/20/2024Virtu Financial LLC18,609$1.79M0.1%-17.6%0.001%
11/20/2024Bard Financial Services Inc.14,335$1.38M0.2%-53.0%0.001%
11/19/2024McIlrath & Eck LLC1,856$179K0.0%-5.3%0.000%
11/19/2024Citizens Business Bank35,223$3.39M0.7%-3.4%0.002%
11/19/2024M&T Bank Corp933,326$89.78M0.3%-0.6%0.052%
11/19/2024Second Line Capital LLC2,533$244K0.1%N/A0.000%
11/19/2024TCW Group Inc.677,500$65.17M0.6%-6.1%0.037%
11/19/2024Hohimer Wealth Management LLC12,393$1.19M0.3%N/A0.001%
11/18/2024Soltis Investment Advisors LLC6,371$613K0.1%+5.5%0.000%
11/18/2024Rehmann Capital Advisory Group18,957$1.82M0.1%-3.8%0.001%
11/18/2024TD Private Client Wealth LLC13,333$1.28M0.0%+1.1%0.001%
11/18/2024Virtue Capital Management LLC5,651$544K0.1%-18.9%0.000%
11/18/2024Arete Wealth Advisors LLC327,169$31.39M2.6%-1.0%0.018%
11/18/2024Teachers Retirement System of The State of Kentucky256,199$24.64M0.2%-3.7%0.014%
11/18/2024Sunbelt Securities Inc.6,898$663K0.1%+25.6%0.000%
11/18/2024Toronto Dominion Bank925,010$88.98M0.2%-13.5%0.051%
11/18/2024Financial Avengers Inc.49,665$4.78M2.4%+4.5%0.003%
11/18/2024Coldstream Capital Management Inc.47,817$4.62M0.1%+66.0%0.003%
11/18/2024Strait & Sound Wealth Management LLC4,131$397K0.2%-17.1%0.000%
11/18/2024RB Capital Management LLC28,986$2.79M0.6%-12.8%0.002%
11/18/2024FRG Family Wealth Advisors LLC4,414$425K0.1%-13.2%0.000%
11/18/2024Menlo Advisors LLC19,915$1.92M1.0%-0.7%0.001%
11/16/2024Geode Capital Management LLC37,672,320$3.61B0.3%+3.8%2.077%
11/15/2024MidWestOne Financial Group Inc.12,703$1.22M0.2%-6.8%0.001%
11/15/2024Insight Inv LLC17,266$1.66M1.4%-1.2%0.001%
11/15/2024Savoie Capital LLC47,491$4.57M0.6%-11.7%0.003%
11/15/2024Greenwood Gearhart Inc.4,775$459K0.0%-94.6%0.000%
11/15/2024Brophy Wealth Management LLC7,575$729K0.3%N/A0.000%
11/15/2024Conway Capital Management Inc.2,316$223K0.1%N/A0.000%
11/15/2024Resources Management Corp CT ADV25,016$2.41M0.3%-20.7%0.001%
11/15/2024M&T Bank Corp933,326$89.78M0.2%-0.6%0.051%
11/15/2024Marshfield Associates1,589,559$152.90M3.2%+0.2%0.088%
11/15/2024Executive Wealth Management LLC2,359$227K0.0%N/A0.000%
11/15/2024Guardian Wealth Management Inc.11,749$1.13M0.8%-2.0%0.001%
11/15/2024Nabity Jensen Investment Management Inc5,713$550K0.4%N/A0.000%
11/15/2024Continuum Advisory LLC17,569$1.69M0.2%-12.8%0.001%
11/15/2024LRI Investments LLC3,842$370K0.0%-17.8%0.000%
11/15/2024Geller Advisors LLC6,057$583K0.0%+20.6%0.000%
11/15/2024Drucker Wealth 3.0 LLC11,657$1.12M0.3%+0.9%0.001%
11/15/2024Public Employees Retirement System of Ohio819,278$78.81M0.3%-0.8%0.045%
11/15/2024SGL Investment Advisors Inc.1,848$178K0.1%N/A0.000%
11/15/2024Cape Cod Five Cents Savings Bank10,541$1.05M0.1%-3.3%0.001%
11/15/2024Groupama Asset Managment249,689$240K0.0%+11.2%0.014%
11/15/2024Roffman Miller Associates Inc. PA233,452$22.46M1.4%-1.2%0.013%
11/15/2024Nomura Asset Management Co. Ltd.660,647$63.55M0.2%+3.6%0.036%
11/15/2024Glass Jacobson Investment Advisors llc5,301$510K0.2%+2.9%0.000%
11/15/2024MML Investors Services LLC533,900$51.36M0.2%+2.2%0.029%
11/15/2024First National Bank of Omaha91,914$8.84M0.6%-1.5%0.005%
11/15/2024Pacific Center for Financial Services4,438$427K0.1%-21.5%0.000%
11/15/2024ValueAct Holdings L.P.7,464,831$718.04M16.4%+21.7%0.412%
11/15/2024K2 Principal Fund L.P.19,500$1.88M0.3%N/A0.001%
11/15/2024Anson Funds Management LP35,000$3.37M0.2%+40.0%0.002%
11/15/2024Legacy Investment Solutions LLC623$64K0.0%N/A0.000%
11/15/2024Kimelman & Baird LLC133,299$12.82M1.0%-3.4%0.007%
11/15/2024Kensington Investment Counsel LLC4,331$417K0.2%+10.2%0.000%
11/15/2024Dunhill Financial LLC795$76K0.0%-71.7%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, 3,446 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 2,819 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 ($458.80M), Trian Fund Management L.P. ($26.44M), Norges Bank ($21.47M), Jennison Associates LLC ($12.18M), Providence Capital Advisors LLC ($10.91M), International Assets Investment Management LLC ($9.15M), and ValueAct Holdings L.P. ($7.13M).

How much institutional buying is happening at Walt Disney?

Institutional investors have bought a total of 748,640,894 shares in the last 24 months. This purchase volume represents approximately $68.54B in transactions.

Which Walt Disney major shareholders have been selling company stock?

Of the 2,533 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 220,303,361 shares in the last 24 months. This volume of shares sold represents approximately $21.44B in transactions.


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This page (NYSE:DIS) was last updated on 1/4/2025 by MarketBeat.com Staff
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