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Walt Disney (DIS) Institutional Ownership

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$102.77
-2.58 (-2.45%)
(As of 05/15/2024 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)
1973
Total
Institutional Inflows
(last 12 months)
$58.80B
Number of
Institutional Sellers
(last 12 months)
1881
Total
Institutional Outflows
(last 12 months)
$10.90B
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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
5/15/2024Lazard Asset Management LLC2,974,234$363.93M0.4%-5.6%0.163%
5/15/2024Bank of Nova Scotia Trust Co.45,277$5.54M0.6%+1.6%0.002%
5/15/2024Epoch Investment Partners Inc.31,189$3.82M0.0%-9.4%0.002%
5/15/2024LRI Investments LLC4,675$572K0.1%N/A0.000%
5/15/20241832 Asset Management L.P.876,003$107.19M0.1%+4.8%0.048%
5/15/2024Linscomb Wealth Inc.2,452$300K0.0%-21.1%0.000%
5/15/2024Truvestments Capital LLC2,268$278K0.1%-35.7%0.000%
5/15/2024Guardian Capital Advisors LP30,150$3.41M0.4%+2.2%0.002%
5/15/2024GABELLI & Co INVESTMENT ADVISERS INC.1,700$208K0.0%N/A0.000%
5/15/2024Gabelli Funds LLC273,335$33.45M0.2%-2.2%0.015%
5/15/2024Gamco Investors INC. ET AL328,320$40.17M0.4%-1.7%0.018%
5/15/2024Stonebridge Capital Advisors LLC133,686$16.36M1.5%+0.7%0.007%
5/14/2024Canada Pension Plan Investment Board712,121$87.14M0.1%-65.0%0.039%
5/14/2024Guardian Capital LP27,856$3.41M0.1%-0.4%0.002%
5/14/2024Biltmore Family Office LLC9,084$1.11M0.2%+4.5%0.000%
5/14/2024Westwood Holdings Group Inc.5,158$631K0.0%+20.7%0.000%
5/14/2024JT Stratford LLC5,055$619K0.1%+70.3%0.000%
5/14/2024Capital World Investors6,267,593$766.90M0.1%+3,332.4%0.344%
5/14/2024Capital International Sarl1,721$211K0.0%N/A0.000%
5/14/2024Toronto Dominion Bank1,188,899$145.47M0.2%-12.3%0.065%
5/14/2024Capital International Inc. CA 29,386$3.60M0.0%N/A0.002%
5/14/2024Sheaff Brock Investment Advisors LLC34,010$4.16M0.3%+6.7%0.002%
5/14/2024Sonnipe Ltd8,610$1.05M0.1%+7.2%0.000%
5/14/2024Cadence Bank13,811$1.69M0.1%+13.4%0.001%
5/14/2024Stamos Capital Partners L.P.44,810$5.48M1.2%-9.9%0.002%
5/14/2024Rodgers Brothers Inc.36,735$4.50M0.6%-35.0%0.002%
5/14/2024First Commonwealth Financial Corp PA 3,254$398K0.1%-14.5%0.000%
5/14/2024Advisors Asset Management Inc.25,987$3.18M0.1%+30.8%0.001%
5/14/2024Axxcess Wealth Management LLC65,673$8.04M0.2%+16.6%0.004%
5/14/2024EP Wealth Advisors LLC434,521$53.17M0.6%-24.0%0.024%
5/14/2024Wellington Wealth Strategies LLC.3,107$380K0.2%N/A0.000%
5/14/2024Freestone Capital Holdings LLC31,173$3.81M0.1%-1.5%0.002%
5/14/2024CreativeOne Wealth LLC10,891$1.33M0.1%+34.0%0.001%
5/14/2024Delap Wealth Advisory LLC3,208$393K0.2%N/A0.000%
5/14/2024Vident Advisory LLC58,809$7.20M0.1%+985.8%0.003%
5/14/2024Sculati Wealth Management LLC18,715$2.29M1.0%+0.8%0.001%
5/14/2024Fayez Sarofim & Co424,398$51.93M0.2%-3.5%0.023%
5/14/2024LGT Group Foundation119,168$14.58M0.3%-37.8%0.007%
5/14/2024Shell Asset Management Co.50,472$6.18M0.3%-22.2%0.003%
5/14/2024Sax Wealth Advisors LLC8,289$1.01M0.1%+4.3%0.000%
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5/14/2024Payden & Rygel Investment Group13,730$1.68M0.1%N/A0.001%
5/14/2024Crewe Advisors LLC3,809$466K0.1%N/A0.000%
5/14/2024Evermay Wealth Management LLC4,199$514K0.1%+55.2%0.000%
5/14/2024Titan Global Capital Management USA LLC159,837$19.56M3.1%+163.6%0.009%
5/14/2024 Ossiam286,860$35.10M0.6%-48.3%0.016%
5/14/2024 Natixis Investment Managers International340,442$41.66M2.8%+71.0%0.019%
5/14/2024 Karpus Management Inc.2,215$271K0.0%N/A0.000%
5/14/2024 InterOcean Capital Group LLC379,504$46.44M1.1%+7.1%0.021%
5/14/2024 Tiemann Investment Advisors LLC5,640$690K0.3%-2.6%0.000%
5/14/2024 Pitcairn Co.55,178$6.75M0.4%+32.6%0.003%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund51,100$6.25M0.0%-83.3%0.003%
5/14/2024 CANADA LIFE ASSURANCE Co1,699,415$208.16M0.4%+1.7%0.093%
5/14/2024 Round Hill Asset Management86,905$10.63M6.4%-0.9%0.005%
5/14/2024 Oxford Financial Group LTD. LLC5,649$691K0.0%-18.4%0.000%
5/14/2024 American International Group Inc.464,595$56.85M0.2%0.0%0.025%
5/14/2024 Vaughan David Investments LLC IL310,271$37.97M0.9%+1.3%0.017%
5/14/2024 Twin Capital Management Inc.33,242$4.07M0.5%N/A0.002%
5/14/2024 RB Capital Management LLC33,533$4.10M1.1%-1.5%0.002%
5/14/2024 Lake Street Advisors Group LLC19,372$2.37M0.1%+86.1%0.001%
5/14/2024 Greenbrier Partners Capital Management LLC231,469$28.32M2.6%-0.5%0.013%
5/13/2024 Financial Gravity Asset Management Inc.17,859$2.19M0.6%-91.4%0.001%
5/13/2024 Bessemer Group Inc.53,008$6.49M0.0%+11.2%0.003%
5/13/2024 Atlanta Consulting Group Advisors LLC2,915$357K0.1%N/A0.000%
5/13/2024 Capitolis Liquid Global Markets LLC485,000$59.35M1.0%N/A0.027%
5/13/2024 Hilltop Partners LLC8,455$1.03M0.4%-8.4%0.000%
5/13/2024 Delta Asset Management LLC TN299,600$36.66M3.2%-0.2%0.016%
5/13/2024 Safeguard Investment Advisory Group LLC4,947$605K0.2%-2.3%0.000%
5/13/2024 Goepper Burkhardt LLC2,487$304K0.1%-14.3%0.000%
5/13/2024 UniSuper Management Pty Ltd468,334$57.31M0.6%+17.4%0.026%
5/13/2024 Clearbridge Investments LLC4,355,904$532.99M0.4%+76.2%0.239%
5/13/2024 Texas Capital Bank Wealth Management Services Inc5,846$715K0.1%-4.2%0.000%
5/13/2024 Invesco LLC4,890$598K0.3%+4.1%0.000%
5/13/2024 O Shaughnessy Asset Management LLC130,008$15.91M0.2%+72.1%0.007%
5/13/2024 Ameritas Investment Partners Inc.21,241$2.60M0.1%-2.2%0.001%
5/13/2024 Rockport Wealth LLC2,303$282K0.1%N/A0.000%
5/13/2024 PAX Financial Group LLC5,851$716K0.1%-5.1%0.000%
5/13/2024 Penobscot Investment Management Company Inc.31,307$3.83M0.4%+5.8%0.002%
5/11/2024 Spreng Capital Management Inc.8,217$1.01M0.5%-6.8%0.000%
5/11/2024 Bahl & Gaynor Inc.87,802$10.74M0.1%-2.2%0.005%
5/11/2024 MAS Advisors LLC1,808$221K0.3%N/A0.000%
5/11/2024 Lcnb Corp10,413$1.27M0.5%-26.0%0.001%
5/11/2024 Gifford Fong Associates36,407$4.46M1.2%-39.4%0.002%
5/11/2024 Davis R M Inc.226,119$27.67M0.6%+4.4%0.012%
5/11/2024 Resurgent Financial Advisors LLC13,657$1.67M0.9%+30.5%0.001%
5/11/2024 Covestor Ltd1,273$155K0.1%-62.3%0.000%
5/11/2024 Elevatus Welath Management45,714$5.59M2.2%N/A0.002%
5/11/2024 Peak Asset Management LLC109,747$13.43M2.7%+1.1%0.006%
5/11/2024 Beaumont Financial Advisors LLC29,644$3.63M0.3%-4.2%0.002%
5/11/2024 ESL Trust Services LLC250$31K0.0%N/A0.000%
5/11/2024 Ironwood Investment Counsel LLC51,465$6.30M1.1%+3.2%0.003%
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5/11/2024 Catalytic Wealth RIA LLC2,848$348K0.1%N/A0.000%
5/11/2024 Jacobi Capital Management LLC33,945$4.15M0.4%+7.2%0.002%
5/11/2024 Mark Sheptoff Financial Planning LLC1,991$244K0.1%-4.8%0.000%
5/11/2024 Edgestream Partners L.P.3,876$474K0.0%+3.4%0.000%
5/11/2024 Strait & Sound Wealth Management LLC2,997$351K0.2%-5.7%0.000%
5/11/2024 Chiron Capital Management LLC14,361$1.76M1.6%-24.9%0.001%
5/11/2024 Patten & Patten Inc. TN26,025$3.18M0.2%+5.3%0.001%
5/10/2024 Allstate Corp5,865$718K0.1%-7.5%0.000%
5/10/2024 Ontario Teachers Pension Plan Board3,477,994$425.57M3.7%N/A0.190%
5/10/2024 Osaic Holdings Inc.656,694$80.37M0.2%-20.5%0.036%
(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, 3,528 institutional investors and hedge funds held shares of Walt Disney. The most heavily invested institutionals were Vanguard Group Inc. ($18.82B), State Street Corp ($6.53B), Morgan Stanley ($3.59B), Geode Capital Management LLC ($2.96B), State Farm Mutual Automobile Insurance Co. ($2.91B), Trian Fund Management L.P. ($2.66B), and Northern Trust Corp ($2.02B).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 2,984 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 ($459.03M), Trian Fund Management L.P. ($26.44M), Norges Bank ($21.47M), Newport Trust Co ($12.91M), Jennison Associates LLC ($12.18M), Price T Rowe Associates Inc. MD ($10.97M), and Providence Capital Advisors LLC ($10.91M).

How much institutional buying is happening at Walt Disney?

Institutional investors have bought a total of 771,581,130 shares in the last 24 months. This purchase volume represents approximately $70.53B in transactions.

Which Walt Disney major shareholders have been selling company stock?

Of the 2,608 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: OFI Invest Asset Management ($30.41M), Wellington Management Group LLP ($9.21M), Bank of New York Mellon Corp ($7.49M), Clearbridge Investments LLC ($5.21M), FMR LLC ($4.33M), Northern Trust Corp ($3.54M), and Deutsche Bank AG ($3.50M).

How much institutional selling is happening at Walt Disney?

Institutional investors have sold a total of 194,927,232 shares in the last 24 months. This volume of shares sold represents approximately $18.26B in transactions.


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This page (NYSE:DIS) was last updated on 5/15/2024 by MarketBeat.com Staff

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