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Walt Disney (DIS) Institutional Ownership

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$81.58 -1.73 (-2.07%)
Closing price 03:59 PM Eastern
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$81.55 -0.03 (-0.03%)
As of 04:35 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)
2047
Total
Institutional Inflows
(last 12 months)
$18.64B
Number of
Institutional Sellers
(last 12 months)
1850
Total
Institutional Outflows
(last 12 months)
$15.88B
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DIS Institutional Buying and Selling by Quarter

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Walt Disney Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/8/2025Somerset Trust Co3,431$339K0.1%+25.4%0.000%
4/8/2025Burns J W & Co. Inc. NY31,336$3.09M0.4%-3.9%0.002%
4/8/2025Advisory Alpha LLC4,588$453K0.0%-31.6%0.000%
4/8/2025Delphi Management Inc. MA13,341$1.32M1.3%-3.4%0.001%
4/8/2025Doliver Advisors LP9,559$943K0.3%-3.3%0.001%
4/8/2025Rothschild Investment LLC30,195$2.98M0.2%-3.1%0.002%
4/8/2025S.E.E.D. Planning Group LLC5,445$537K0.2%-6.4%0.000%
4/8/2025Global Financial Private Client LLC18,442$1.82M0.7%-0.9%0.001%
4/8/2025Parallel Advisors LLC57,554$5.68M0.1%-28.9%0.003%
4/8/2025Lowe Wealth Advisors LLC398$39K0.0%-23.8%0.000%
4/7/2025First County Bank CT 3,172$313K0.2%-53.7%0.000%
4/7/2025Tompkins Financial Corp8,613$850K0.1%+127.8%0.000%
4/7/2025GAMMA Investing LLC2,450,702$241.88M0.0%+10,567.3%0.136%
4/7/2025AdvisorNet Financial Inc6,233$615K0.0%-3.0%0.000%
4/7/2025Town & Country Bank & Trust CO dba First Bankers Trust CO20,579$2.03M0.8%+1.8%0.001%
4/4/2025 Webster Bank N. A.16,564$1.64M0.2%-3.1%0.001%
4/4/2025 Quent Capital LLC7,029$694K0.1%-1.7%0.000%
4/4/2025 Farmers Trust Co.7,876$777K0.1%-7.2%0.000%
4/4/2025 Moody National Bank Trust Division22,599$2.23M0.2%+0.9%0.001%
4/4/2025 Agate Pass Investment Management LLC13,507$1.33M0.6%+6.4%0.001%
4/4/2025 Legacy Private Trust Co.18,321$1.81M0.1%+24.5%0.001%
4/3/2025 Central Pacific Bank Trust Division23,572$2.33M0.3%+21.2%0.001%
4/3/2025 Versant Capital Management Inc6,257$618K0.1%+70.6%0.000%
4/3/2025 First Hawaiian Bank54,824$5.41M0.3%+27.6%0.003%
4/3/2025 Jacobs & Co. CA116,637$11.51M1.2%+0.1%0.006%
4/2/2025 Park National Corp OH47,696$4.71M0.2%-10.8%0.003%
4/2/2025 Marotta Asset Management3,747$360K0.1%+4.1%0.000%
4/2/2025 Marcum Wealth LLC11,041$1.09M0.1%+5.8%0.001%
4/1/2025 Cullen Investment Group LTD.42,954$4.24M0.6%+48.1%0.002%
4/1/2025 Confluence Investment Management LLC138,018$13.62M0.2%N/A0.008%
4/1/2025 Neville Rodie & Shaw Inc.24,869$2.46M0.2%-4.3%0.001%
4/1/2025 MassMutual Private Wealth & Trust FSB57,761$5.70M0.2%-46.2%0.003%
4/1/2025 First Financial Bank Trust Division73,646$7.27M0.7%-3.0%0.004%
3/24/2025Fire Capital Management LLC12,662$1.41M1.1%N/A0.001%
3/24/2025Mascagni Wealth Management Inc.2,001$223K0.2%N/A0.000%
3/21/2025Fairtree Asset Management Pty Ltd3,802$423K0.4%N/A0.000%
3/19/2025Chancellor Financial Group WB LP7,769$865K0.7%N/A0.000%
3/18/2025111 Capital48,104$5.36M1.1%N/A0.003%
3/18/2025Thoma Capital Management LLC9,282$1.03M0.7%N/A0.001%
3/17/2025Wealth Enhancement Advisory Services LLC1,309,347$145.80M0.3%+20.1%0.072%
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3/17/2025NorthCrest Asset Manangement LLC201,148$22.40M0.7%+1.9%0.011%
3/17/2025Members Wealth LLC2,487$272K0.2%N/A0.000%
3/14/2025Hara Capital LLC7,590$845K0.5%-5.4%0.000%
3/12/2025Centaurus Financial Inc.27,955$3.11M0.2%+1.2%0.002%
3/12/2025Wealthedge Investment Advisors LLC12,265$1.37M0.6%N/A0.001%
3/10/2025Old North State Trust LLC1,849$206K0.1%N/A0.000%
3/7/2025Bannerman Wealth Management Group LLC2,385$266K0.2%N/A0.000%
3/6/2025Copia Wealth Management323$36K0.0%N/A0.000%
3/6/2025Wood Tarver Financial Group LLC1,497$166K0.1%N/A0.000%
3/5/2025Castle Rock Wealth Management LLC3,395$375K0.1%-15.3%0.000%
3/5/2025Probity Advisors Inc.5,845$651K0.1%-13.0%0.000%
3/4/2025Birmingham Capital Management Co. Inc. AL8,386$934K0.3%-5.1%0.000%
3/4/2025Audent Global Asset Management LLC10,273$1.15M0.7%+270.3%0.001%
3/4/2025Siemens Fonds Invest GmbH46,702$5.18M0.2%+5.7%0.003%
3/3/2025American Investment Services Inc.14,448$1.61M0.3%+1.4%0.001%
2/28/2025BridgePort Financial Solutions LLC5,837$650K0.3%N/A0.000%
2/28/2025Park Square Financial Group LLC942$105K0.1%N/A0.000%
2/28/2025Brooklyn FI LLC3,775$400K0.1%N/A0.000%
2/27/2025Fidelity D & D Bancorp Inc.1,879$209K0.1%-25.0%0.000%
2/27/2025Brucke Financial Inc.2,754$311K0.3%N/A0.000%
2/27/2025Chelsea Counsel Co.3,680$411K0.2%-2.4%0.000%
2/27/2025Bernard Wealth Management Corp.3,166$353K0.2%N/A0.000%
2/27/2025Pinnacle Wealth Planning Services Inc.5,019$559K0.1%-23.2%0.000%
2/26/2025Yoffe Investment Management LLC4,347$484K0.7%N/A0.000%
2/26/2025LifeWealth Investments LLC2,588$288K0.2%N/A0.000%
2/26/2025Capital A Wealth Management LLC643$72K0.1%N/A0.000%
2/26/2025LM Advisors LLC13,052$1.46M0.2%-3.1%0.001%
2/26/2025Lakeshore Capital Group Inc.5,466$609K0.9%N/A0.000%
2/26/2025Virtue Capital Management LLC4,039$450K0.1%-28.5%0.000%
2/26/2025Sculati Wealth Management LLC18,801$2.09M0.8%+0.9%0.001%
2/25/2025Heck Capital Advisors LLC3,918$436K0.0%N/A0.000%
2/25/2025Leigh Baldwin & CO. LLC4,886$544K0.3%N/A0.000%
2/25/2025B. Riley Wealth Advisors Inc.35,864$4.01M0.1%-14.2%0.002%
2/25/2025Shufro Rose & Co. LLC39,897$4.44M0.3%-6.8%0.002%
2/25/2025Integrated Advisors Network LLC21,089$2.35M0.1%-1.2%0.001%
2/25/2025Polar Asset Management Partners Inc.135,828$15.12M0.2%+60.9%0.008%
2/25/2025Garde Capital Inc.2,257$251K0.0%-46.0%0.000%
2/24/2025H&H Retirement Design & Management INC6,007$653K0.4%+11.7%0.000%
2/24/2025Hall Capital Management Co. Inc.3,681$410K0.2%N/A0.000%
2/24/2025Great Valley Advisor Group Inc.52,762$5.88M0.1%-13.3%0.003%
2/24/2025Ameriflex Group Inc.2,064$233K0.1%N/A0.000%
2/24/2025United Advisor Group LLC4,807$535K0.1%-7.8%0.000%
2/24/2025Challenger Wealth Management2,357$262K0.2%N/A0.000%
2/21/2025Ascent Group LLC30,766$3.43M0.3%+7.2%0.002%
2/21/2025Aberdeen Wealth Management LLC7,332$816K0.6%-7.0%0.000%
2/21/2025WNY Asset Management LLC7,368$820K0.1%-36.9%0.000%
2/21/2025Fidelity D & D Bancorp Inc.1,879$209K0.2%-25.0%0.000%
2/21/2025Putney Financial Group LLC3,832$427K0.3%N/A0.000%
2/21/2025Aurdan Capital Management LLC37,874$4.22M1.6%N/A0.002%
2/21/2025Perennial Advisors LLC56,672$6.31M1.4%N/A0.003%
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2/21/2025Vermillion Wealth Management Inc.346$39K0.0%N/A0.000%
2/21/2025AlphaCore Capital LLC4,607$515K0.1%-65.0%0.000%
2/20/2025Mackenzie Financial Corp507,142$56.47M0.1%+25.6%0.028%
2/20/2025Forum Financial Management LP32,003$3.56M0.1%+31.0%0.002%
2/20/2025Castlekeep Investment Advisors LLC13,617$1.52M0.2%N/A0.001%
2/20/2025Drucker Wealth 3.0 LLC12,180$1.36M0.3%+4.5%0.001%
2/20/2025Jupiter Wealth Management LLC9,623$1.07M0.5%+44.8%0.001%
2/19/2025Auxier Asset Management14,617$1.63M0.3%-3.2%0.001%
2/19/2025Formidable Asset Management LLC6,887$767K0.1%-4.4%0.000%
2/19/2025North Star Asset Management Inc.126,509$14.09M0.6%+5.5%0.007%
(Data available from 1/1/2016 forward)

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DIS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DIS shares?

During the previous two years, 3,697 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 3,060 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 802,179,071 shares in the last 24 months. This purchase volume represents approximately $75.14B in transactions.

Which Walt Disney major shareholders have been selling company stock?

Of the 2,581 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 258,635,088 shares in the last 24 months. This volume of shares sold represents approximately $26.23B in transactions.


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This page (NYSE:DIS) was last updated on 4/8/2025 by MarketBeat.com Staff
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