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Walt Disney (DIS) Institutional Ownership

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$90.18 -0.10 (-0.11%)
Closing price 03:59 PM Eastern
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$90.25 +0.07 (+0.08%)
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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)
2018
Total
Institutional Inflows
(last 12 months)
$18.46B
Number of
Institutional Sellers
(last 12 months)
1864
Total
Institutional Outflows
(last 12 months)
$15.11B
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DIS Institutional Buying and Selling by Quarter

Walt Disney Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/28/2025North Capital Inc.3,067$303K0.3%N/A0.000%
4/28/2025Barlow Wealth Partners Inc.3,628$328K0.0%-96.4%0.000%
4/28/2025Summit Place Financial Advisors LLC33,168$3.27M1.8%+2.7%0.002%
4/28/2025D.A. Davidson & CO.289,702$28.59M0.2%+4.8%0.016%
4/28/2025Principal Financial Group Inc.2,039,041$201.25M0.1%-0.2%0.113%
4/28/2025Xcel Wealth Management LLC42,109$4.16M1.3%+17.9%0.002%
4/28/2025Mutual Advisors LLC81,934$7.40M0.2%-3.8%0.005%
4/28/2025Clarity Capital Partners LLC21,526$2.13M0.9%-33.9%0.001%
4/28/2025Audent Global Asset Management LLC10,007$988K0.8%-2.6%0.001%
4/28/2025ZWJ Investment Counsel Inc.7,429$733K0.0%-10.9%0.000%
4/28/2025Resonant Capital Advisors LLC26,119$2.58M0.2%+0.4%0.001%
4/28/2025Global Strategic Investment Solutions LLC5,621$555K0.1%-5.3%0.000%
4/28/2025Capital Investment Counsel Inc40,896$4.04M0.6%+3.7%0.002%
4/28/2025Teacher Retirement System of Texas491,034$48.47M0.2%+21.0%0.027%
4/28/2025First Horizon Advisors Inc.20,367$2.01M0.1%+4.8%0.001%
4/28/2025Glassy Mountain Advisors Inc.33,871$3.34M1.2%+0.6%0.002%
4/28/2025Weaver Consulting Group6,600$651K0.2%-5.9%0.000%
4/28/2025Elmwood Wealth Management Inc.11,652$1.15M0.5%-13.4%0.001%
4/28/2025Private Trust Co. NA13,319$1.32M0.1%+4.4%0.001%
4/28/2025Mainstream Capital Management LLC7,454$736K0.6%-10.0%0.000%
4/28/2025Pinnacle Financial Partners Inc28,491$2.85M0.1%-4.1%0.002%
4/28/2025Fiduciary Group LLC101,986$10.07M1.0%-0.6%0.006%
4/28/2025Equita Financial Network Inc.2,424$239K0.1%N/A0.000%
4/28/2025McGinn Penninger Investment Management Inc.51,732$5.11M3.3%-1.1%0.003%
4/28/2025Kanawha Capital Management LLC54,427$5.37M0.4%+1.1%0.003%
4/28/2025Aaron Wealth Advisors LLC11,712$1.16M0.1%+1.1%0.001%
4/28/2025FSM Wealth Advisors LLC2,654$262K0.1%+18.2%0.000%
4/28/2025Lawson Kroeker Investment Management Inc. NE97,225$9.60M1.8%+0.2%0.005%
4/28/2025CarsonAllaria Wealth Management Ltd.838$83K0.0%-14.9%0.000%
4/28/2025Klingenstein Fields & Co. LP622,981$61.49M2.6%-0.8%0.034%
4/28/2025Oregon Pacific Wealth Management LLC3,984$393K0.4%+5.4%0.000%
4/28/2025Harbour Trust & Investment Management Co59,692$5.89M0.7%+0.6%0.003%
4/28/2025Alterna Wealth Management Inc.2,064$204K0.2%-17.0%0.000%
4/28/2025Keybank National Association OH737,705$72.81M0.3%-2.7%0.041%
4/28/2025Rossby Financial LCC5,125$463K0.2%-47.3%0.000%
4/28/2025DAVENPORT & Co LLC174,168$17.19M0.1%-1.9%0.010%
4/28/2025Sumitomo Mitsui DS Asset Management Company Ltd461,151$45.52M0.5%+5.2%0.026%
4/28/2025Lansing Street Advisors2,320$229K0.1%+11.5%0.000%
4/28/2025Cidel Asset Management Inc.9,571$945K0.1%+2.7%0.001%
4/28/2025BLB&B Advisors LLC5,307$524K0.0%-12.0%0.000%
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4/28/2025RKL Wealth Management LLC4,319$426K0.0%N/A0.000%
4/28/2025Vontobel Holding Ltd.282,333$27.87M0.1%-13.9%0.016%
4/28/2025Rovin Capital UT ADV5,744$567K0.2%-3.6%0.000%
4/25/2025 JNBA Financial Advisors15,451$1.53M0.2%+3.0%0.001%
4/25/2025 Mather Group LLC.13,042$1.29M0.0%+18.6%0.001%
4/25/2025 Family Capital Trust Co52,343$5.17M1.9%-0.6%0.003%
4/25/2025 Alta Advisers Ltd9,419$930K0.4%+56.5%0.001%
4/25/2025 Lodestar Private Asset Management LLC3,186$314K0.0%+5.0%0.000%
4/25/2025 Hixon Zuercher LLC23,969$2.37M0.8%+3.6%0.001%
4/25/2025 Kennon Green & Company LLC36,834$3.64M3.0%-1.1%0.002%
4/25/2025 CHURCHILL MANAGEMENT Corp57,043$5.63M0.1%-1.4%0.003%
4/25/2025 Saxon Interests Inc.4,058$401K0.2%+18.9%0.000%
4/25/2025 Beaton Management Co. Inc.23,969$2.37M1.2%-0.8%0.001%
4/25/2025 J.Safra Asset Management Corp2,199$217K0.0%-19.6%0.000%
4/25/2025 Essex LLC20,707$2.04M0.4%-12.2%0.001%
4/25/2025 RedJay Asset Management Inc.62,500$6.17M3.3%-22.8%0.003%
4/25/2025 Farmers & Merchants Trust Co of Chambersburg PA1,792$177K0.1%+20.1%0.000%
4/25/2025 Townsend & Associates Inc143,798$14.19M1.5%-3.9%0.008%
4/25/2025 Spinnaker Trust3,644$360K0.0%+15.0%0.000%
4/25/2025 Westside Investment Management Inc.5,134$507K0.1%+5.3%0.000%
4/25/2025 First Fiduciary Investment Counsel Inc.91,025$8.98M1.9%-1.5%0.005%
4/25/2025 WASHINGTON TRUST Co126,767$12.51M0.5%+3.2%0.007%
4/25/2025 Tradewinds Capital Management LLC2,754$272K0.1%-7.9%0.000%
4/25/2025 Insight Inv LLC18,316$1.81M0.7%-2.4%0.001%
4/25/2025 MorganRosel Wealth Management LLC1,007$99K0.0%N/A0.000%
4/25/2025 Argent Advisors Inc.12,713$1.26M0.4%+23.3%0.001%
4/25/2025 Canandaigua National Bank & Trust Co.28,959$2.86M0.3%-5.3%0.002%
4/25/2025 Valley National Advisers Inc.5,074$500K0.1%-4.1%0.000%
4/25/2025 Washington Trust Advisors Inc.146,657$14.48M1.3%-0.5%0.008%
4/25/2025 Ameritas Advisory Services LLC16,660$1.77M0.1%+2.8%0.001%
4/25/2025 Eads & Heald Wealth Management10,150$1.00M0.5%-5.4%0.001%
4/25/2025 New York State Teachers Retirement System1,457,348$143.84M0.3%-4.7%0.081%
4/25/2025 Albion Financial Group UT105,029$10.37M0.7%+4.7%0.006%
4/25/2025 Amalgamated Bank356,217$35.16M0.3%+1.1%0.020%
4/25/2025 BankPlus Wealth Management LLC5,705$563K0.4%+16.6%0.000%
4/25/2025 Buttonwood Financial Advisors Inc.24,740$2.44M1.1%-2.4%0.001%
4/25/2025 Strid Group LLC8,452$834K0.1%-2.9%0.000%
4/25/2025 Mmbg Investment Advisors CO.104,741$10.34M1.2%-21.3%0.006%
4/25/2025 Citizens National Bank Trust Department37,430$3.69M0.8%+1.7%0.002%
4/25/2025 Avidian Wealth Enterprises LLC17,754$1.75M0.1%-2.6%0.001%
4/25/2025 Essex Financial Services Inc.27,626$2.73M0.2%-3.8%0.002%
4/25/2025 Hills Bank & Trust Co27,030$2.67M0.2%-2.1%0.001%
4/25/2025 Skylands Capital LLC12,375$1.22M0.2%-17.1%0.001%
4/25/2025 KBC Group NV1,784,726$176.15M0.5%+92.4%0.099%
4/25/2025 Root Financial Partners LLC3,064$302K0.0%+56.2%0.000%
4/25/2025 Sovran Advisors LLC3,763$371K0.0%-45.2%0.000%
4/25/2025 Cohen Investment Advisors LLC179,207$17.69M0.5%+772.3%0.010%
4/25/2025 Joel Isaacson & Co. LLC29,458$2.91M0.1%+5.2%0.002%
4/25/2025 TBH Global Asset Management LLC21,636$2.14M0.2%+1.1%0.001%
4/25/2025 K.J. Harrison & Partners Inc19,227$1.90M0.4%-35.4%0.001%
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4/25/2025 Aljian Capital Management LLC12,490$1.23M0.3%+2.2%0.001%
4/25/2025 Convergence Financial LLC4,293$424K0.1%-26.5%0.000%
4/25/2025 CFM Wealth Partners LLC2,446$241K0.0%+8.9%0.000%
4/25/2025 Sumitomo Mitsui Trust Group Inc.4,710,398$464.92M0.3%+1.7%0.261%
4/24/2025 J. L. Bainbridge & Co. Inc.218,691$21.59M2.2%-1.2%0.012%
4/24/2025 Golden State Wealth Management LLC7,220$713K0.1%+19.7%0.000%
4/24/2025 Capitol Family Office Inc.529$52K0.1%N/A0.000%
4/24/2025 Patron Partners LLC3,676$363K0.2%+22.2%0.000%
4/24/2025 Confluence Wealth Services Inc.12,006$1.19M0.1%-2.0%0.001%
4/24/2025 CWC Advisors LLC.14,212$1.40M0.8%+1.2%0.001%
(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, 3,681 institutional investors and hedge funds held shares of Walt Disney. The most heavily invested institutionals were Vanguard Group Inc. ($17.08B), State Street Corp ($7.46B), Geode Capital Management LLC ($4.27B), FMR LLC ($3.65B), Morgan Stanley ($3.59B), State Farm Mutual Automobile Insurance Co. ($3.28B), 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 3,028 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 ($458.84M), Norges Bank ($43.16M), Trian Fund Management L.P. ($26.44M), Jennison Associates LLC ($15.82M), Providence Capital Advisors LLC ($10.89M), 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 802,593,634 shares in the last 24 months. This purchase volume represents approximately $75.18B in transactions.

Which Walt Disney major shareholders have been selling company stock?

Of the 2,594 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 ($7.88M), Alliancebernstein L.P. ($7.57M), Bank of New York Mellon Corp ($7.49M), and Franklin Resources Inc. ($5.40M).

How much institutional selling is happening at Walt Disney?

Institutional investors have sold a total of 258,414,185 shares in the last 24 months. This volume of shares sold represents approximately $26.20B in transactions.



This page (NYSE:DIS) was last updated on 4/28/2025 by MarketBeat.com Staff
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