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Walt Disney (DIS) Institutional Ownership

Walt Disney logo
$116.32 -0.84 (-0.72%)
(As of 12:10 PM 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)
1793
Total
Institutional Inflows
(last 12 months)
$14.66B
Number of
Institutional Sellers
(last 12 months)
1739
Total
Institutional Outflows
(last 12 months)
$11.35B
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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
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%
11/27/2024 Franklin Resources Inc.9,487,470$900.75M0.3%-24.7%0.524%
11/26/2024 Asset Advisors Investment Management LLC19,235$1.85M0.2%-46.7%0.001%
11/26/2024 Peapack Gladstone Financial Corp330,258$31.77M0.5%-0.9%0.018%
11/25/2024 Synovus Financial Corp78,401$7.54M0.1%+0.3%0.004%
11/25/2024 Centerstone Investors LLC24,388$2.35M2.2%-6.9%0.001%
11/25/2024 Cim Investment Management Inc.8,487$816K0.2%-1.8%0.000%
11/25/2024 PVG Asset Management Corp2,194$211K0.8%N/A0.000%
11/25/2024 Destination Wealth Management307,095$29.54M0.9%-1.3%0.017%
11/25/2024 Wilmington Savings Fund Society FSB80,278$7.72M0.1%+16.8%0.004%
11/25/2024 Arvest Bank Trust Division93,752$9.02M0.5%N/A0.005%
11/25/2024 Sfmg LLC4,242$408K0.0%-4.5%0.000%
11/25/2024 World Investment Advisors LLC58,367$5.61M0.1%+357.7%0.003%
11/25/2024 Sanctuary Advisors LLC308,234$29.65M0.2%-1.6%0.017%
11/25/2024 Pine Valley Investments Ltd Liability Co22,923$2.21M0.1%-3.8%0.001%
11/22/2024 Stock Yards Bank & Trust Co.144,169$13.87M0.4%-10.4%0.008%
11/22/2024 Boyar Asset Management Inc.33,280$3.20M2.1%+1.7%0.002%
11/22/2024 Sculati Wealth Management LLC18,715$1.80M0.7%-1.4%0.001%
11/22/2024 Eaton Financial Holdings Company LLC6,857$660K0.3%N/A0.000%
11/22/2024 Saratoga Research & Investment Management1,536,008$147.75M6.5%+18.8%0.085%
11/21/2024 Anchor Investment Management LLC41,464$3.99M0.4%-1.2%0.002%
11/21/2024 Te Ahumairangi Investment Management Ltd37,123$3.55M0.6%+28.3%0.002%
11/21/2024 Wealthquest Corp4,021$378K0.0%-2.2%0.000%
11/21/2024 Aldebaran Financial Inc.11,166$1.07M1.3%-4.3%0.001%
11/20/2024 Diamant Asset Management Inc.14,782$1.42M0.9%-5.6%0.001%
11/20/2024 SOA Wealth Advisors LLC.11,679$1.12M0.2%-9.7%0.001%
11/20/2024 Virtu Financial LLC18,609$1.79M0.1%-17.6%0.001%
11/20/2024 Bard Financial Services Inc.14,335$1.38M0.2%-53.0%0.001%
11/19/2024 McIlrath & Eck LLC1,856$179K0.0%-5.3%0.000%
11/19/2024 Citizens Business Bank35,223$3.39M0.7%-3.4%0.002%
11/19/2024 M&T Bank Corp933,326$89.78M0.3%-0.6%0.052%
11/19/2024 Second Line Capital LLC2,533$244K0.1%N/A0.000%
11/19/2024 TCW Group Inc.677,500$65.17M0.6%-6.1%0.037%
11/19/2024 Hohimer Wealth Management LLC12,393$1.19M0.3%N/A0.001%
11/18/2024 Soltis Investment Advisors LLC6,371$613K0.1%+5.5%0.000%
11/18/2024 Rehmann Capital Advisory Group18,957$1.82M0.1%-3.8%0.001%
11/18/2024 TD Private Client Wealth LLC13,333$1.28M0.0%+1.1%0.001%
11/18/2024 Virtue Capital Management LLC5,651$544K0.1%-18.9%0.000%
11/18/2024 Arete Wealth Advisors LLC327,169$31.39M2.6%-1.0%0.018%
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11/18/2024 Teachers Retirement System of The State of Kentucky256,199$24.64M0.2%-3.7%0.014%
11/18/2024 Sunbelt Securities Inc.6,898$663K0.1%+25.6%0.000%
11/18/2024 Toronto Dominion Bank925,010$88.98M0.2%-13.5%0.051%
11/18/2024 Financial Avengers Inc.49,665$4.78M2.4%+4.5%0.003%
11/18/2024 Coldstream Capital Management Inc.47,817$4.62M0.1%+66.0%0.003%
11/18/2024 Strait & Sound Wealth Management LLC4,131$397K0.2%-17.1%0.000%
11/18/2024 RB Capital Management LLC28,986$2.79M0.6%-12.8%0.002%
11/18/2024 FRG Family Wealth Advisors LLC4,414$425K0.1%-13.2%0.000%
11/18/2024 Menlo Advisors LLC19,915$1.92M1.0%-0.7%0.001%
11/16/2024 Geode Capital Management LLC37,672,320$3.61B0.3%+3.8%2.077%
11/15/2024 MidWestOne Financial Group Inc.12,703$1.22M0.2%-6.8%0.001%
11/15/2024 Insight Inv LLC17,266$1.66M1.4%-1.2%0.001%
11/15/2024 Savoie Capital LLC47,491$4.57M0.6%-11.7%0.003%
11/15/2024 Greenwood Gearhart Inc.4,775$459K0.0%-94.6%0.000%
11/15/2024 Brophy Wealth Management LLC7,575$729K0.3%N/A0.000%
11/15/2024 Conway Capital Management Inc.2,316$223K0.1%N/A0.000%
11/15/2024 Resources Management Corp CT ADV25,016$2.41M0.3%-20.7%0.001%
11/15/2024 M&T Bank Corp933,326$89.78M0.2%-0.6%0.051%
11/15/2024 Marshfield Associates1,589,559$152.90M3.2%+0.2%0.088%
11/15/2024 Executive Wealth Management LLC2,359$227K0.0%N/A0.000%
11/15/2024 Guardian Wealth Management Inc.11,749$1.13M0.8%-2.0%0.001%
11/15/2024 Nabity Jensen Investment Management Inc5,713$550K0.4%N/A0.000%
11/15/2024 Continuum Advisory LLC17,569$1.69M0.2%-12.8%0.001%
11/15/2024 LRI Investments LLC3,842$370K0.0%-17.8%0.000%
11/15/2024 Geller Advisors LLC6,057$583K0.0%+20.6%0.000%
11/15/2024 Drucker Wealth 3.0 LLC11,657$1.12M0.3%+0.9%0.001%
11/15/2024 Public Employees Retirement System of Ohio819,278$78.81M0.3%-0.8%0.045%
11/15/2024 SGL Investment Advisors Inc.1,848$178K0.1%N/A0.000%
11/15/2024 Cape Cod Five Cents Savings Bank10,541$1.05M0.1%-3.3%0.001%
11/15/2024 Groupama Asset Managment249,689$240K0.0%+11.2%0.014%
11/15/2024 Roffman Miller Associates Inc. PA233,452$22.46M1.4%-1.2%0.013%
11/15/2024 Nomura Asset Management Co. Ltd.660,647$63.55M0.2%+3.6%0.036%
11/15/2024 Glass Jacobson Investment Advisors llc5,301$510K0.2%+2.9%0.000%
11/15/2024 MML Investors Services LLC533,900$51.36M0.2%+2.2%0.029%
11/15/2024 First National Bank of Omaha91,914$8.84M0.6%-1.5%0.005%
11/15/2024 Pacific Center for Financial Services4,438$427K0.1%-21.5%0.000%
11/15/2024 ValueAct Holdings L.P.7,464,831$718.04M16.4%+21.7%0.412%
11/15/2024 K2 Principal Fund L.P.19,500$1.88M0.3%N/A0.001%
11/15/2024 Anson Funds Management LP35,000$3.37M0.2%+40.0%0.002%
11/15/2024 Legacy Investment Solutions LLC623$64K0.0%N/A0.000%
11/15/2024 Kimelman & Baird LLC133,299$12.82M1.0%-3.4%0.007%
11/15/2024 Kensington Investment Counsel LLC4,331$417K0.2%+10.2%0.000%
11/15/2024 Dunhill Financial LLC795$76K0.0%-71.7%0.000%
11/15/2024 Orion Portfolio Solutions LLC77,288$7.43M0.2%+1.9%0.004%
11/15/2024 XTX Topco Ltd17,044$1.64M0.1%+478.2%0.001%
11/15/2024 Zacks Investment Management6,266$603K0.0%-4.0%0.000%
11/15/2024 DF Dent & Co. Inc.7,719$742K0.0%-30.2%0.000%
11/15/2024 Hendershot Investments Inc.16,490$1.59M0.2%-18.0%0.001%
11/15/2024 Glen Eagle Advisors LLC3,286$316K0.1%-11.2%0.000%
11/15/2024 iA Global Asset Management Inc.4,546$437K0.0%-96.5%0.000%
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11/15/2024 EP Wealth Advisors LLC494,632$47.58M0.4%+8.8%0.027%
11/15/2024 United Services Automobile Association42,434$4.08M0.1%-19.0%0.002%
11/15/2024 Insigneo Advisory Services LLC44,253$4.26M0.4%+5.1%0.002%
11/15/2024 Kovitz Investment Group Partners LLC177,495$17.07M0.1%+19.8%0.010%
11/15/2024 Voya Financial Advisors Inc.16,293$1.56M0.2%-3.0%0.001%
11/15/2024 Wellington Management Group LLP8,202,663$789.01M0.1%+12.1%0.452%
11/15/2024 Worldquant Millennium Advisors LLC568,911$54.72M0.4%N/A0.031%
11/15/2024 Weaver Consulting Group7,227$695K0.2%-6.6%0.000%
11/15/2024 Texas Capital Bank Wealth Management Services Inc7,403$712K0.1%+15.5%0.000%
11/15/2024 State Street Corp77,596,191$7.46B0.3%+0.6%4.279%
(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, 3,442 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 2,818 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 748,636,007 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 2,530 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 220,148,502 shares in the last 24 months. This volume of shares sold represents approximately $21.43B in transactions.


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This page (NYSE:DIS) was last updated on 12/3/2024 by MarketBeat.com Staff
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