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Walt Disney (DIS) Institutional Ownership

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$117.80 -1.06 (-0.89%)
Closing price 03:59 PM Eastern
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$117.92 +0.13 (+0.11%)
As of 06:31 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)
2269
Total
Institutional Inflows
(last 12 months)
$28.81B
Number of
Institutional Sellers
(last 12 months)
2120
Total
Institutional Outflows
(last 12 months)
$14.07B
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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
8/25/2025Silverlake Wealth Management LLC3,925$487K0.1%-2.3%0.000%
8/22/2025 Stance Capital LLC11,019$1.37M0.5%N/A0.001%
8/21/2025 Clarion Wealth Managment Partners LLC2,086$259K0.3%N/A0.000%
8/20/2025 Thompson Davis & CO. Inc.2,425$301K0.2%N/A0.000%
8/20/2025 Kentucky Retirement Systems116,400$14.44M0.4%-6.2%0.006%
8/20/2025 Saratoga Research & Investment Management1,253,656$155.47M8.3%-7.7%0.070%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund49,403$6.13M0.4%-6.5%0.003%
8/20/2025 Monarch Capital Management Inc.20,557$2.55M0.7%-3.0%0.001%
8/20/2025 North Dallas Bank & Trust Co.1,616$200K0.2%N/A0.000%
8/20/2025 Coppell Advisory Solutions LLC5,337$653K0.1%-1.8%0.000%
8/19/2025 B. Riley Wealth Advisors Inc.22,501$2.79M0.1%N/A0.001%
8/19/2025 Newbridge Financial Services Group Inc.8,521$1.06M0.2%+96.6%0.000%
8/19/2025 Cape Investment Advisory Inc.14,794$1.84M0.7%+4.0%0.001%
8/19/2025 Advisory Services Network LLC80,762$9.62M0.2%+34.7%0.004%
8/19/2025 Anchor Investment Management LLC40,299$5.00M0.4%-7.1%0.002%
8/19/2025 State of Wyoming8,462$1.05M0.1%-35.7%0.000%
8/19/2025 Delos Wealth Advisors LLC1,338$166K0.1%N/A0.000%
8/19/2025 Asset Dedication LLC19,086$2.37M0.2%-3.6%0.001%
8/19/2025 Pitcairn Co.46,915$5.82M0.4%-14.9%0.003%
8/18/2025 N.E.W. Advisory Services LLC1,765$219K0.0%-6.4%0.000%
8/18/2025 Geneos Wealth Management Inc.92,285$11.44M0.3%+35.3%0.005%
8/18/2025 V2 Financial group LLC17,218$2.14M1.3%-58.8%0.001%
8/18/2025 Westwood Holdings Group Inc.963,969$119.54M0.9%+9.5%0.054%
8/18/2025 Kestra Investment Management LLC3,520$437K0.0%+56.8%0.000%
8/18/2025 Caxton Associates LLP27,781$3.45M0.1%-94.3%0.002%
8/18/2025 Semper Augustus Investments Group LLC144,397$17.91M2.5%+3.3%0.008%
8/18/2025 Wellington Capital Management Inc.7,355$912K1.3%N/A0.000%
8/18/2025 Rexford Capital Inc.3,693$458K0.4%N/A0.000%
8/16/2025 Parr Mcknight Wealth Management Group LLC1,737$215K0.0%N/A0.000%
8/16/2025 Nikko Asset Management Americas Inc.114,081$14.14M0.1%-8.8%0.006%
8/16/2025 Public Sector Pension Investment Board433,233$53.73M0.2%-20.4%0.024%
8/16/2025 Winslow Asset Management Inc.73,162$9.07M1.8%+2.2%0.004%
8/16/2025 Evergreen Capital Management LLC113,664$14.10M0.4%-0.2%0.006%
8/16/2025 Headlands Technologies LLC772$96K0.0%-97.5%0.000%
8/15/2025 Strategic Investment Advisors MI4,544$559K0.1%-10.7%0.000%
8/15/2025 CANADA LIFE ASSURANCE Co1,901,807$236.07M0.4%-4.5%0.106%
8/15/2025 44 Wealth Management LLC8,873$1.10M0.4%-18.0%0.000%
8/15/2025 Tower Research Capital LLC TRC 69,860$8.66M0.2%-20.4%0.004%
8/15/2025 MUFG Securities EMEA plc5,312$659K0.0%N/A0.000%
8/15/2025 Synergy Financial Group LTD10,132$1.26M0.9%-1.8%0.001%
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8/15/2025 Resources Management Corp CT ADV4,665$579K0.1%-55.8%0.000%
8/15/2025 Fairfield Bush & CO.5,510$683K0.4%-1.8%0.000%
8/15/2025 Corient Private Wealth LLC1,321,601$162.78M0.2%-13.4%0.074%
8/15/2025 Equitable Holdings Inc.111,763$13.86M0.1%+5.0%0.006%
8/15/2025 Florida Financial Advisors LLC3,635$451K0.1%+27.7%0.000%
8/15/2025 Northeast Financial Consultants Inc92,104$11.42M0.5%-3.6%0.005%
8/15/2025 State of Tennessee Department of Treasury645,537$80.05M0.3%-4.7%0.036%
8/15/2025 Hayek Kallen Investment Management12,163$1.51M0.5%+17.9%0.001%
8/15/2025 Kensington Investment Counsel LLC1,756$218K0.1%N/A0.000%
8/15/2025 FSB Premier Wealth Management Inc.7,872$976K0.3%+4.0%0.000%
8/15/2025 E Fund Management Co. Ltd.18,783$2.33M0.1%-19.3%0.001%
8/15/2025 DCM Advisors LLC97,828$12.13M5.2%+11.4%0.005%
8/15/2025 Stonebridge Capital Advisors LLC129,924$16.11M1.2%-7.3%0.007%
8/15/2025 Sender Co & Partners Inc.18,409$2.28M0.6%-64.7%0.001%
8/15/2025 Captrust Financial Advisors271,016$33.61M0.1%+3.4%0.015%
8/15/2025 Keel Point LLC25,714$3.19M0.2%+2.0%0.001%
8/15/2025 AlpenGlobal Capital LLC36,580$4.54M2.7%+6.6%0.002%
8/15/2025 Zuckerman Investment Group LLC120,233$14.91M1.4%+57.0%0.007%
8/15/2025 Manhattan West Asset Management LLC20,040$2.49M0.6%-14.2%0.001%
8/15/2025 WFA of San Diego LLC740$92K0.1%N/A0.000%
8/15/2025 Lantern Wealth Advisors LLC11,654$1.45M0.8%N/A0.001%
8/15/2025 Vident Advisory LLC22,655$2.81M0.0%+18.5%0.001%
8/15/2025 Visionary Wealth Advisors3,517$436K0.0%+11.2%0.000%
8/15/2025 Voleon Capital Management LP77,988$9.67M0.5%+169.4%0.004%
8/15/2025 Voya Financial Advisors Inc.21,730$2.66M0.3%+4.9%0.001%
8/15/2025 Two Sigma Securities LLC4,741$588K0.1%N/A0.000%
8/15/2025 Scott Marsh Financial LLC6,804$844K0.3%N/A0.000%
8/15/2025 Shellback Capital LP100,000$12.40M0.8%+300.0%0.006%
8/15/2025 Sherman Asset Management Inc.1,527$189K0.2%-31.6%0.000%
8/15/2025 Smartleaf Asset Management LLC14,139$1.73M0.2%-15.4%0.001%
8/15/2025 Snowden Capital Advisors LLC44,017$5.48M0.2%-9.8%0.002%
8/15/2025 Socorro Asset Management LP81,612$10.12M3.4%-7.0%0.005%
8/15/2025 Sompo Asset Management Co. Ltd.64,358$7.98M1.4%-2.8%0.004%
8/15/2025 Royal London Asset Management Ltd.869,830$107.87M0.2%-2.3%0.048%
8/15/2025 Rafferty Asset Management LLC153,938$19.09M0.1%+21.9%0.009%
8/15/2025 Redwood Investment Management LLC2,071$257K0.0%-47.1%0.000%
8/15/2025 Oxford Financial Group LTD. LLC5,303$658K0.0%+7.1%0.000%
8/15/2025 Onex Canada Asset Management Inc.21,652$2.69M0.3%+1.9%0.001%
8/15/2025 Orbis Allan Gray Ltd3,351,421$415.61M2.0%-6.6%0.186%
8/15/2025 MML Investors Services LLC523,669$64.94M0.2%-0.1%0.029%
8/15/2025 Moore Capital Management LP46,732$5.80M0.1%-43.0%0.003%
8/15/2025 McIlrath & Eck LLC212$26K0.0%-43.0%0.000%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.33,262$4.13M0.2%-39.2%0.002%
8/15/2025 Mission Creek Capital Partners Inc.7,608$943K0.2%-24.4%0.000%
8/15/2025 Modern Wealth Management LLC11,836$1.47M0.0%-30.1%0.001%
8/15/2025 Lazard Asset Management LLC898,506$111.42M0.2%+154.1%0.050%
8/15/2025 LM Advisors LLC13,161$1.63M0.2%+1.3%0.001%
8/15/2025 Hara Capital LLC9,617$1.19M0.7%-1.1%0.001%
8/15/2025 Hillman Capital Management Inc.28,762$3.57M1.9%-28.6%0.002%
8/15/2025 Houlihan Financial Resource Group Ltd.3,308$402K0.2%-13.1%0.000%
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8/15/2025 Humankind Investments LLC2,672$331K0.1%-7.2%0.000%
8/15/2025 ICONIQ Capital LLC6,729$834K0.0%-27.6%0.000%
8/15/2025 IHT Wealth Management LLC35,718$4.43M0.1%-19.1%0.002%
8/15/2025 Great Valley Advisor Group Inc.11,590$1.44M0.0%-78.3%0.001%
8/15/2025 Gallagher Fiduciary Advisors LLC5,116$634K0.0%+5.4%0.000%
8/15/2025 EP Wealth Advisors LLC88,512$10.98M0.1%-3.4%0.005%
8/15/2025 Engineers Gate Manager LP21,159$2.62M0.0%-90.0%0.001%
8/15/2025 Curi Capital LLC87,669$10.87M0.2%-9.3%0.005%
8/15/2025 BBR Partners LLC10,859$1.35M0.1%-9.9%0.001%
8/15/2025 Benjamin Edwards Inc.32,412$4.02M0.1%+9.7%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, 3,687 institutional investors and hedge funds held shares of Walt Disney. The most heavily invested institutionals were Vanguard Group Inc. ($19.53B), State Street Corp ($9.92B), Geode Capital Management LLC ($4.94B), Kingstone Capital Partners Texas LLC ($4.22B), FMR LLC ($3.65B), Morgan Stanley ($3.59B), and State Farm Mutual Automobile Insurance Co. ($2.73B).Learn more on Walt Disney's institutional investors.

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

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

Which institutional investors have been buying Walt Disney's stock?

Of the 3,024 institutional investors that purchased Walt Disney's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($64.28M), Kingstone Capital Partners Texas LLC ($34.03M), Trian Fund Management L.P. ($26.44M), Jennison Associates LLC ($17.59M), Nuveen LLC ($13.71M), Boston Partners ($10.07M), and Vanguard Group Inc. ($8.96M).

How much institutional buying is happening at Walt Disney?

Institutional investors have bought a total of 256,590,811 shares in the last 24 months. This purchase volume represents approximately $28.81B in transactions.

Which of Walt Disney's major shareholders have been selling company stock?

Of the 2,120 institutional investors that sold Walt Disney's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fisher Asset Management LLC ($7.88M), Alliancebernstein L.P. ($7.57M), Amundi ($7.10M), Franklin Resources Inc. ($5.20M), Ontario Teachers Pension Plan Board ($4.41M), Massachusetts Financial Services Co. MA ($4.41M), and International Assets Investment Management LLC ($3.39M).

How much institutional selling is happening at Walt Disney?

Institutional investors have sold a total of 127,951,680 shares in the last 24 months. This volume of shares sold represents approximately $14.07B in transactions.



This page (NYSE:DIS) was last updated on 8/25/2025 by MarketBeat.com Staff
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