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Walt Disney (DIS) Institutional Ownership

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$105.58 +0.15 (+0.14%)
Closing price 03/7/2025 03:59 PM Eastern
Extended Trading
$105.20 -0.38 (-0.36%)
As of 03/7/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
2043
Total
Institutional Inflows
(last 12 months)
$18.53B
Number of
Institutional Sellers
(last 12 months)
1855
Total
Institutional Outflows
(last 12 months)
$15.96B
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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
3/7/2025 Bannerman Wealth Management Group LLC2,385$266K0.2%N/A0.000%
3/6/2025 Copia Wealth Management323$36K0.0%N/A0.000%
3/6/2025 Wood Tarver Financial Group LLC1,497$166K0.1%N/A0.000%
3/5/2025 Castle Rock Wealth Management LLC3,395$375K0.1%-15.3%0.000%
3/5/2025 Probity Advisors Inc.5,845$651K0.1%-13.0%0.000%
3/4/2025 Birmingham Capital Management Co. Inc. AL8,386$934K0.3%-5.1%0.000%
3/4/2025 Audent Global Asset Management LLC10,273$1.15M0.7%+270.3%0.001%
3/4/2025 Siemens Fonds Invest GmbH46,702$5.18M0.2%+5.7%0.003%
3/3/2025 American Investment Services Inc.14,448$1.61M0.3%+1.4%0.001%
2/28/2025 BridgePort Financial Solutions LLC5,837$650K0.3%N/A0.000%
2/28/2025 Park Square Financial Group LLC942$105K0.1%N/A0.000%
2/28/2025 Brooklyn FI LLC3,775$400K0.1%N/A0.000%
2/27/2025 Fidelity D & D Bancorp Inc.1,879$209K0.1%-25.0%0.000%
2/27/2025 Brucke Financial Inc.2,754$311K0.3%N/A0.000%
2/27/2025 Chelsea Counsel Co.3,680$411K0.2%-2.4%0.000%
2/27/2025 Bernard Wealth Management Corp.3,166$353K0.2%N/A0.000%
2/27/2025 Pinnacle Wealth Planning Services Inc.5,019$559K0.1%-23.2%0.000%
2/26/2025 Yoffe Investment Management LLC4,347$484K0.7%N/A0.000%
2/26/2025 LifeWealth Investments LLC2,588$288K0.2%N/A0.000%
2/26/2025 Capital A Wealth Management LLC643$72K0.1%N/A0.000%
2/26/2025 LM Advisors LLC13,052$1.46M0.2%-3.1%0.001%
2/26/2025 Lakeshore Capital Group Inc.5,466$609K0.9%N/A0.000%
2/26/2025 Virtue Capital Management LLC4,039$450K0.1%-28.5%0.000%
2/26/2025 Sculati Wealth Management LLC18,801$2.09M0.8%+0.9%0.001%
2/25/2025 Heck Capital Advisors LLC3,918$436K0.0%N/A0.000%
2/25/2025 Leigh Baldwin & CO. LLC4,886$544K0.3%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.35,864$4.01M0.1%-14.2%0.002%
2/25/2025 Shufro Rose & Co. LLC39,897$4.44M0.3%-6.8%0.002%
2/25/2025 Integrated Advisors Network LLC21,089$2.35M0.1%-1.2%0.001%
2/25/2025 Polar Asset Management Partners Inc.135,828$15.12M0.2%+60.9%0.008%
2/25/2025 Garde Capital Inc.2,257$251K0.0%-46.0%0.000%
2/24/2025 H&H Retirement Design & Management INC6,007$653K0.4%+11.7%0.000%
2/24/2025 Hall Capital Management Co. Inc.3,681$410K0.2%N/A0.000%
2/24/2025 Great Valley Advisor Group Inc.52,762$5.88M0.1%-13.3%0.003%
2/24/2025 Ameriflex Group Inc.2,064$233K0.1%N/A0.000%
2/24/2025 United Advisor Group LLC4,807$535K0.1%-7.8%0.000%
2/24/2025 Challenger Wealth Management2,357$262K0.2%N/A0.000%
2/21/2025 Ascent Group LLC30,766$3.43M0.3%+7.2%0.002%
2/21/2025 Aberdeen Wealth Management LLC7,332$816K0.6%-7.0%0.000%
2/21/2025 WNY Asset Management LLC7,368$820K0.1%-36.9%0.000%
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2/21/2025 Fidelity D & D Bancorp Inc.1,879$209K0.2%-25.0%0.000%
2/21/2025 Putney Financial Group LLC3,832$427K0.3%N/A0.000%
2/21/2025 Aurdan Capital Management LLC37,874$4.22M1.6%N/A0.002%
2/21/2025 Perennial Advisors LLC56,672$6.31M1.4%N/A0.003%
2/21/2025 Vermillion Wealth Management Inc.346$39K0.0%N/A0.000%
2/21/2025 AlphaCore Capital LLC4,607$515K0.1%-65.0%0.000%
2/20/2025 Mackenzie Financial Corp507,142$56.47M0.1%+25.6%0.028%
2/20/2025 Forum Financial Management LP32,003$3.56M0.1%+31.0%0.002%
2/20/2025 Castlekeep Investment Advisors LLC13,617$1.52M0.2%N/A0.001%
2/20/2025 Drucker Wealth 3.0 LLC12,180$1.36M0.3%+4.5%0.001%
2/20/2025 Jupiter Wealth Management LLC9,623$1.07M0.5%+44.8%0.001%
2/19/2025 Auxier Asset Management14,617$1.63M0.3%-3.2%0.001%
2/19/2025 Formidable Asset Management LLC6,887$767K0.1%-4.4%0.000%
2/19/2025 North Star Asset Management Inc.126,509$14.09M0.6%+5.5%0.007%
2/19/2025 Invst LLC18,222$2.03M0.2%+0.8%0.001%
2/19/2025 Retirement Planning Group LLC NY2,323$259K0.3%N/A0.000%
2/19/2025 Twin Lakes Capital Management LLC5,287$589K0.3%-5.8%0.000%
2/19/2025 Pinney & Scofield Inc.970$108K0.1%N/A0.000%
2/19/2025 Parr Mcknight Wealth Management Group LLC1,964$219K0.0%N/A0.000%
2/19/2025 WCG Wealth Advisors LLC36,645$4.08M0.3%+7.7%0.002%
2/19/2025 Public Employees Retirement System of Ohio773,558$86.14M0.3%-5.6%0.043%
2/18/2025 Centerstone Investors LLC17,548$1.95M2.9%-28.0%0.001%
2/18/2025 Western Wealth Management LLC12,783$1.42M0.4%-58.9%0.001%
2/18/2025 Hudson Value Partners LLC10,115$1.13M0.4%-37.0%0.001%
2/18/2025 Vega Investment Solutions862$96K0.1%N/A0.000%
2/18/2025 Strait & Sound Wealth Management LLC3,990$444K0.2%-3.4%0.000%
2/18/2025 US Asset Management LLC8,119$904K0.8%-3.4%0.000%
2/18/2025 Sunbelt Securities Inc.7,398$820K0.1%+7.2%0.000%
2/18/2025 GTS Securities LLC13,912$1.55M0.1%-86.8%0.001%
2/18/2025 Fourth Dimension Wealth LLC1,132$126K0.1%N/A0.000%
2/18/2025 Breed s Hill Capital LLC2,200$245K0.1%N/A0.000%
2/18/2025 Vise Technologies Inc.13,541$1.51M0.1%+65.0%0.001%
2/18/2025 Retirement Planning Group LLC4,478$499K0.0%+5.6%0.000%
2/18/2025 Navalign LLC2,594$289K0.1%+16.0%0.000%
2/18/2025 Connecticut Wealth Management LLC6,483$722K0.0%+7.2%0.000%
2/18/2025 Gordian Capital Singapore Pte Ltd1,011$112K0.1%-37.2%0.000%
2/18/2025 Investmark Advisory Group LLC1,899$211K0.1%-21.9%0.000%
2/18/2025 Inspire Trust Co. N.A.28,000$3.12M0.8%+3.7%0.002%
2/18/2025 Brown Shipley& Co Ltd76,207$8.49M4.2%-6.4%0.004%
2/18/2025 Legacy Financial Group Inc.1,823$203K0.1%-24.4%0.000%
2/18/2025 RB Capital Management LLC27,091$3.02M0.7%-6.5%0.001%
2/18/2025 DCM Advisors LLC91,350$10.17M4.8%+5.2%0.005%
2/18/2025 Pinnacle Investment Management Ltd20,000$2.23M1.6%N/A0.001%
2/18/2025 Orion Capital Management LLC534$60K0.0%N/A0.000%
2/18/2025 McIlrath & Eck LLC355$40K0.0%-80.9%0.000%
2/18/2025 Monograph Wealth Advisors LLC12,570$1.41M0.2%+12.2%0.001%
2/18/2025 Novem Group1,451$162K0.0%N/A0.000%
2/18/2025 MidWestOne Financial Group Inc.7,697$857K0.1%-39.4%0.000%
2/18/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp538,918$60.01M0.4%+77.2%0.030%
2/18/2025 Financial Avengers Inc.51,221$5.70M2.7%+3.1%0.003%
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2/18/2025 Focus Partners Advisor Solutions LLC42,815$4.77M0.1%+39.1%0.002%
2/18/2025 First Heartland Consultants Inc.5,833$650K0.1%-6.8%0.000%
2/18/2025 Kolinsky Wealth Management LLC2,110$235K0.1%N/A0.000%
2/18/2025 Continuum Advisory LLC18,013$2.01M0.3%+2.5%0.001%
2/18/2025 Ames National Corp3,817$425K0.3%N/A0.000%
2/18/2025 PharVision Advisers LLC6,742$751K0.6%N/A0.000%
2/18/2025 Glen Eagle Advisors LLC2,962$330K0.1%-9.9%0.000%
2/18/2025 Mpwm Advisory Solutions LLC242$27K0.0%N/A0.000%
2/18/2025 Lantern Wealth Advisors LLC6,320$704K0.5%-9.0%0.000%
2/18/2025 Delta Investment Management LLC5,306$591K0.1%-3.0%0.000%
(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, 3,695 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 3,058 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 799,390,901 shares in the last 24 months. This purchase volume represents approximately $74.86B in transactions.

Which Walt Disney major shareholders have been selling company stock?

Of the 2,585 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 258,691,243 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 3/9/2025 by MarketBeat.com Staff
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