Walt Disney (DIS) Institutional Ownership

$105.83
+0.04 (+0.04%)
(As of 05/13/2024 ET)

Institutional Ownership Changes (13F Filings) for Walt Disney (NYSE:DIS)

Current
Institutional Ownership
Percentage
65.71%
Number of
Institutional Buyers
(last 12 months)
1953
Total
Institutional Inflows
(last 12 months)
$57.68B
Number of
Institutional Sellers
(last 12 months)
1868
Total
Institutional Outflows
(last 12 months)
$10.57B
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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
5/13/2024 Rockport Wealth LLC2,303$282K0.1%N/A0.000%
5/13/2024PAX Financial Group LLC5,851$716K0.1%-5.1%0.000%
5/13/2024Penobscot 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%
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%
5/10/2024 Blue Barn Wealth LLC2,702$331K0.2%+16.4%0.000%
5/10/2024 Connors Investor Services Inc.85,597$10.47M1.1%N/A0.005%
5/10/2024 Acadian Asset Management LLC21,968$2.69M0.0%-67.5%0.001%
5/10/2024 Fiducient Advisors LLC3,148$385K0.1%N/A0.000%
5/10/2024 TIAA Trust National Association92,130$11.27M0.0%+1.8%0.005%
5/10/2024 Vanguard Group Inc.153,769,084$18.82B0.4%+1.5%8.383%
5/10/2024 Cornerstone Advisors LLC80,400$9.84M0.4%-5.0%0.004%
5/10/2024 Spirepoint Private Client LLC1,950$239K0.0%N/A0.000%
5/10/2024 Intech Investment Management LLC133,245$16.30M0.2%+17.9%0.007%
5/10/2024 Garrison Asset Management LLC12,494$1.53M0.8%-2.2%0.001%
5/10/2024 Clearstead Trust LLC17,618$2.16M0.6%-0.7%0.001%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp1,288,171$157.61M0.4%+6.3%0.070%
5/10/2024 Te Ahumairangi Investment Management Ltd20,971$2.57M0.4%+9.7%0.001%
5/10/2024 Councilmark Asset Management LLC18,711$2.29M1.6%N/A0.001%
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5/10/2024 First Foundation Advisors73,481$8.99M0.4%-19.1%0.004%
5/10/2024 Poehling Capital Management INC.51,612$6.32M1.7%+1.1%0.003%
5/10/2024 Homestead Advisers Corp710,600$86.78M2.0%+24.4%0.039%
5/10/2024 Banco Santander S.A.282,869$34.61M0.4%+1.3%0.015%
5/10/2024 Kelman Lazarov Inc.3,488$427K0.1%-2.7%0.000%
5/10/2024 Tocqueville Asset Management L.P.484,298$59.26M1.0%+4.1%0.026%
5/10/2024 J.Safra Asset Management Corp540$66K0.0%+78.2%0.000%
5/10/2024 Sentry Investment Management LLC10,634$1.30M0.5%+106.2%0.001%
5/10/2024 Motco85,658$10.48M0.6%+5.1%0.005%
5/10/2024 Truepoint Inc.2,184$267K0.0%-70.6%0.000%
5/10/2024 J. L. Bainbridge & Co. Inc.215,189$26.33M2.8%-2.8%0.012%
5/10/2024 TCTC Holdings LLC56,978$6.97M0.2%-10.8%0.003%
5/10/2024 1ST Source Bank49,596$6.07M0.4%-3.1%0.003%
5/10/2024 Windsor Advisory Group LLC23,949$2.93M8.3%-1.5%0.001%
5/10/2024 Nwam LLC49,252$6.03M0.5%+204.1%0.003%
5/10/2024 Trust Investment Advisors8,837$1.08M0.8%-3.9%0.000%
5/9/2024 Corrado Advisors LLC16,118$1.97M1.3%-4.1%0.001%
5/9/2024 Forum Financial Management LP23,449$2.87M0.0%+33.1%0.001%
5/9/2024 RFP Financial Group LLC5,103$624K0.2%-2.4%0.000%
5/9/2024 Great Lakes Retirement Inc.5,023$615K0.1%N/A0.000%
5/9/2024 Brighton Jones LLC26,298$3.22M0.1%+0.6%0.001%
5/9/2024 Trillium Asset Management LLC99,263$12.15M0.3%+0.3%0.005%
5/9/2024 Leo Wealth LLC4,966$605K0.1%+28.5%0.000%
5/9/2024 Private Portfolio Partners LLC3,611$442K0.1%+5.4%0.000%
5/9/2024 Orion Portfolio Solutions LLC85,519$10.46M0.1%+0.9%0.005%
5/9/2024 Blair William & Co. IL549,133$67.19M0.2%-0.5%0.030%
5/9/2024 Coho Partners Ltd.1,447,051$177.06M4.3%+8.0%0.079%
5/9/2024 Picton Mahoney Asset Management1,420$174K0.0%N/A0.000%
5/9/2024 Maple Capital Management Inc.4,948$605K0.1%-10.6%0.000%
5/9/2024 HBK Sorce Advisory LLC42,001$5.14M0.2%+4.8%0.002%
5/9/2024 First Eagle Investment Management LLC4,053,071$495.93M1.1%+1.0%0.221%
5/9/2024 Kingsview Wealth Management LLC89,915$11.00M0.3%+104.7%0.005%
5/9/2024 Condor Capital Management30,224$3.70M0.4%+25.0%0.002%
5/9/2024 Landaas & Co. WI ADV6,232$762K0.2%-2.5%0.000%
5/9/2024 Managed Asset Portfolios LLC66,559$8.14M1.2%+88.1%0.004%
5/9/2024 Beacon Investment Advisory Services Inc.102,458$12.54M0.5%+5.5%0.006%
5/9/2024 Alpha Family Trust2,255$276K0.2%N/A0.000%
5/9/2024 TBH Global Asset Management LLC21,879$2.68M0.5%+5.6%0.001%
5/9/2024 SageView Advisory Group LLC28,172$3.45M0.2%-7.5%0.002%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.2,397,032$293.30M0.4%+20.3%0.131%
5/9/2024 Monetta Financial Services Inc.14,000$1.71M1.5%+16.7%0.001%
5/9/2024 Texas Yale Capital Corp.30,908$3.78M0.2%-5.9%0.002%
5/9/2024 Angeles Wealth Management LLC8,301$1.02M0.1%+7.2%0.000%
5/9/2024 State Board of Administration of Florida Retirement System1,968,620$240.88M0.4%+4.3%0.107%
5/9/2024 Eagle Bay Advisors LLC1,393$170K0.1%-14.7%0.000%
5/9/2024 TD Asset Management Inc1,283,337$157.03M0.1%+1.3%0.070%
5/9/2024 Dearborn Partners LLC7,172$878K0.0%-9.2%0.000%
5/9/2024 Pettyjohn Wood & White Inc.54,284$6.64M1.3%+1.6%0.003%
5/9/2024 Rogco LP3,761$460K0.2%+15.9%0.000%
5/9/2024 WP Advisors LLC5,226$639K0.2%-4.2%0.000%
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5/9/2024 Koshinski Asset Management Inc.16,920$2.07M0.2%+27.2%0.001%
5/8/2024 William Allan Corp33,506$4.10M2.7%-1.3%0.002%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,801,544$220.44M0.6%0.0%0.098%
5/8/2024 Schneider Downs Wealth Management Advisors LP1,903$233K0.1%N/A0.000%
5/8/2024 Taurus Asset Management LLC148,873$18.22M1.8%-0.9%0.008%
5/8/2024 Edmond DE Rothschild Holding S.A.320,259$39.19M0.7%-7.4%0.017%
5/8/2024 Cozad Asset Management Inc.5,623$688K0.1%-29.5%0.000%
5/8/2024 J.P. Marvel Investment Advisors LLC44,680$5.47M0.9%N/A0.002%
5/8/2024 MAI Capital Management129,486$15.84M0.2%+58.6%0.007%
5/8/2024 Baltimore Washington Financial Advisors Inc.1,657$203K0.0%-80.1%0.000%
(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, 3,526 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 Price T Rowe Associates Inc. MD ($2.61B).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 2,980 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), Providence Capital Advisors LLC ($10.91M), and Price T Rowe Associates Inc. MD ($10.68M).

How much institutional buying is happening at Walt Disney?

Institutional investors have bought a total of 767,097,224 shares in the last 24 months. This purchase volume represents approximately $70.06B in transactions.

Which Walt Disney major shareholders have been selling company stock?

Of the 2,605 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 195,381,513 shares in the last 24 months. This volume of shares sold represents approximately $18.36B in transactions.


This page (NYSE:DIS) was last updated on 5/13/2024 by MarketBeat.com Staff

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