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Walt Disney (DIS) Institutional Ownership

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$110.45
-0.65 (-0.59%)
(As of 05/1/2024 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)
2077
Total
Institutional Inflows
(last 12 months)
$56.64B
Number of
Institutional Sellers
(last 12 months)
1931
Total
Institutional Outflows
(last 12 months)
$11.27B
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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
5/2/2024Westwood Wealth Management5,370$657K0.3%-3.6%0.000%
5/1/2024GLOBALT Investments LLC GA2,020$247K0.0%N/A0.000%
5/1/2024Capital Investment Counsel Inc41,538$5.08M0.9%-7.7%0.002%
5/1/2024Paces Ferry Wealth Advisors LLC6,874$841K0.5%+24.6%0.000%
5/1/2024Stone Point Wealth LLC18,076$2.21M0.8%-2.7%0.001%
5/1/2024StoneX Group Inc.10,375$1.27M0.1%-1.5%0.001%
5/1/2024Resonant Capital Advisors LLC26,461$3.24M0.3%+19.1%0.001%
5/1/2024Connecticut Wealth Management LLC8,508$1.04M0.1%-16.0%0.000%
5/1/2024Janney Capital Management LLC5,276$646K0.0%-9.5%0.000%
5/1/2024KFA Private Wealth Group LLC2,691$329K0.1%+4.1%0.000%
5/1/2024Janney Montgomery Scott LLC705,516$86.33M0.3%+1.0%0.038%
5/1/2024Fairhaven Wealth Management LLC2,313$283K0.1%-4.7%0.000%
5/1/2024Blue Trust Inc.11,960$1.46M0.0%+12.2%0.001%
5/1/2024Klingman & Associates LLC3,854$472K0.0%+4.3%0.000%
5/1/2024Ascent Wealth Partners LLC59,175$7.24M1.1%N/A0.003%
5/1/2024Mirae Asset Global Investments Co. Ltd.556,658$68.11M0.1%+4.2%0.030%
5/1/2024Horan Capital Advisors LLC.4,181$512K0.2%-9.1%0.000%
5/1/2024BOK Financial Private Wealth Inc.16,671$2.04M0.2%-8.4%0.001%
5/1/2024Prosperity Consulting Group LLC9,077$1.11M0.1%+32.8%0.000%
5/1/2024Colony Family Offices LLC2,046$250K0.1%N/A0.000%
5/1/2024 Avior Wealth Management LLC49,164$6.00M0.3%+18.6%0.003%
5/1/2024 Rempart Asset Management Inc.2,425$297K0.1%-95.9%0.000%
5/1/2024 Grant Street Asset Management Inc.4,390$537K0.2%N/A0.000%
5/1/2024 DORCHESTER WEALTH MANAGEMENT Co36,218$4.43M0.8%+1.9%0.002%
5/1/2024 ORBA Wealth Advisors L.L.C.4,157$509K0.3%+40.6%0.000%
5/1/2024 Parthenon LLC74,797$9.15M1.2%+1.5%0.004%
5/1/2024 Wambolt & Associates LLC1,726$210K0.1%N/A0.000%
5/1/2024 Flynn Zito Capital Management LLC5,787$708K0.4%-4.0%0.000%
5/1/2024 Worth Financial Advisory Group LLC3,989$488K0.3%-37.1%0.000%
5/1/2024 Sequoia Financial Advisors LLC52,693$6.45M0.1%-12.5%0.003%
5/1/2024 Diversify Advisory Services LLC46,472$5.65M0.3%N/A0.003%
5/1/2024 SeaBridge Investment Advisors LLC2,655$325K0.1%-12.5%0.000%
4/30/2024 Private Advisor Group LLC252,564$30.90M0.2%-3.4%0.014%
4/30/2024 Consolidated Portfolio Review Corp6,764$828K0.2%-21.0%0.000%
4/30/2024 Lodestone Wealth Management LLC2,154$264K0.1%N/A0.000%
4/30/2024 J.W. Cole Advisors Inc.37,562$4.60M0.2%-0.2%0.002%
4/30/2024 Cutter & CO Brokerage Inc.2,584$316K0.1%-6.7%0.000%
4/30/2024 Retirement Systems of Alabama983,455$120.34M0.5%+0.2%0.054%
4/30/2024 Hartline Investment Corp10,602$1.30M0.2%+5.5%0.001%
4/30/2024 North Star Investment Management Corp.17,485$2.14M0.2%+2.4%0.001%
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4/30/2024 Ables Iannone Moore & Associates Inc.4,259$521K0.4%-2.2%0.000%
4/30/2024 Longbow Finance SA69,178$8.47M0.9%N/A0.004%
4/30/2024 Norden Group LLC9,537$1.17M0.1%+4.8%0.001%
4/30/2024 Dillon & Associates Inc.13,420$1.64M0.3%-16.2%0.001%
4/30/2024 Culbertson A N & Co. Inc.27,679$3.39M0.6%-6.3%0.002%
4/30/2024 Van ECK Associates Corp2,147,221$262.73M0.4%-43.6%0.117%
4/30/2024 Fortis Group Advisors LLC2,760$338K0.1%+269.0%0.000%
4/30/2024 SWS Partners14,767$1.81M0.5%N/A0.001%
4/30/2024 Saxony Capital Management LLC4,676$572K0.7%-12.2%0.000%
4/30/2024 Beam Wealth Advisors Inc.2,616$320K0.2%N/A0.000%
4/30/2024 HB Wealth Management LLC47,080$5.76M0.1%-1.7%0.003%
4/30/2024 Turtle Creek Wealth Advisors LLC2,451$300K0.1%+30.7%0.000%
4/30/2024 Mitchell Sinkler & Starr PA68,588$8.39M2.1%-8.1%0.004%
4/30/2024 West Bancorporation Inc.3,036$371K0.2%N/A0.000%
4/30/2024 Violich Capital Management Inc.19,289$2.36M0.3%+4.9%0.001%
4/30/2024 Summit Place Financial Advisors LLC32,624$3.99M2.3%-1.6%0.002%
4/30/2024Concord Wealth Partners3,391$415K0.1%+28.7%0.000%
4/30/2024 Mainstay Capital Management LLC ADV6,613$809K0.2%-4.6%0.000%
4/30/2024 Fountainhead AM LLC3,104$380K0.1%+11.7%0.000%
4/30/2024 WealthBridge Capital Management LLC2,051$251K0.1%N/A0.000%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.16,678$2.04M0.0%+18.8%0.001%
4/30/2024 Delta Financial Group Inc.14,696$1.80M0.5%-2.9%0.001%
4/30/2024 Private Wealth Management Group LLC782$96K0.0%-32.9%0.000%
4/30/2024 Joel Isaacson & Co. LLC24,975$3.06M0.2%-2.4%0.001%
4/30/2024 Vest Financial LLC2,242$274K0.0%N/A0.000%
4/30/2024 Signet Investment Advisory Group Inc.3,348$410K0.2%-18.5%0.000%
4/30/2024 Arkadios Wealth Advisors33,482$4.10M0.3%-10.6%0.002%
4/30/2024 Camden National Bank2,004$245K0.0%N/A0.000%
4/30/2024 Mill Capital Management LLC191,343$23.41M2.0%-0.3%0.010%
4/30/2024 Caprock Group LLC41,484$5.08M0.3%-20.8%0.002%
4/30/2024 Naples Global Advisors LLC12,883$1.58M0.2%-0.9%0.001%
4/30/2024 Perigon Wealth Management LLC83,160$10.18M0.3%-10.5%0.005%
4/30/2024 Navis Wealth Advisors LLC2,527$309K0.4%-10.4%0.000%
4/30/2024 Madison Wealth Partners Inc1,673$205K0.1%N/A0.000%
4/30/2024 Investment Advisory Group LLC2,403$294K0.1%-12.2%0.000%
4/30/2024 Hazlett Burt & Watson Inc.7,091$870K0.5%-5.1%0.000%
4/30/2024 Privium Fund Management UK Ltd27,581$3.39M1.7%-34.9%0.002%
4/30/2024 Stock Yards Bank & Trust Co.162,537$19.89M0.7%-3.7%0.009%
4/30/2024 Townsend Asset Management Corp NC ADV38,177$4.67M1.9%+0.5%0.002%
4/30/2024 Allspring Global Investments Holdings LLC103,429$12.66M0.0%-2.5%0.006%
4/29/2024Commonwealth Equity Services LLC1,000,127$122.38M0.2%-1.4%0.055%
4/29/2024 FAS Wealth Partners Inc.23,162$2.83M0.3%+1.9%0.001%
4/29/2024 Field & Main Bank29,688$3.63M1.4%-0.4%0.002%
4/29/2024 Greenleaf Trust44,897$5.49M0.1%+9.8%0.002%
4/29/2024 Principal Financial Group Inc.2,248,300$275.10M0.2%+1.0%0.123%
4/29/2024 Crew Capital Management Ltd.4,172$510K0.4%+49.0%0.000%
4/29/2024 Benjamin F. Edwards & Company Inc.37,969$4.65M0.1%-6.3%0.002%
4/29/2024 Onyx Bridge Wealth Group LLC8,672$978K0.2%-29.2%0.000%
4/29/2024 Monte Financial Group LLC2,206$270K0.1%N/A0.000%
4/29/2024 Insight Inv LLC17,471$2.14M1.9%+7.0%0.001%
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4/29/2024 Heritage Investors Management Corp381,144$46.64M1.6%+0.6%0.021%
4/29/2024 RWA Wealth Partners LLC39,463$4.83M0.1%-6.7%0.002%
4/29/2024 American Capital Advisory LLC629$77K0.1%+21.9%0.000%
4/29/2024 Tower Bridge Advisors24,511$3.00M0.3%-47.3%0.001%
4/29/2024 Schaper Benz & Wise Investment Counsel Inc. WI120,755$14.78M1.2%+0.8%0.007%
4/29/2024 Crescent Grove Advisors LLC2,972$364K0.0%-18.2%0.000%
4/29/2024 PBMares Wealth Management LLC6,707$821K0.2%-2.4%0.000%
4/29/2024 Brio Consultants LLC1,640$201K0.0%N/A0.000%
4/29/2024 Mn Services Vermogensbeheer B.V.741,270$90.70M0.7%-14.2%0.040%
4/29/2024 Union Savings Bank4,001$490K0.3%-20.3%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, 3,576 institutional investors and hedge funds held shares of Walt Disney. The most heavily invested institutionals were Vanguard Group Inc. ($13.67B), 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 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 ($459.03M), Trian Fund Management L.P. ($26.44M), Norges Bank ($21.47M), Newport Trust Co ($12.91M), Providence Capital Advisors LLC ($10.93M), Price T Rowe Associates Inc. MD ($10.68M), and Vanguard Group Inc. ($7.21M).

How much institutional buying is happening at Walt Disney?

Institutional investors have bought a total of 752,880,761 shares in the last 24 months. This purchase volume represents approximately $68.44B in transactions.

Which Walt Disney major shareholders have been selling company stock?

Of the 2,668 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), Fisher Asset Management LLC ($4.61M), FMR LLC ($4.33M), and Northern Trust Corp ($3.54M).

How much institutional selling is happening at Walt Disney?

Institutional investors have sold a total of 206,901,952 shares in the last 24 months. This volume of shares sold represents approximately $19.97B in transactions.


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This page (NYSE:DIS) was last updated on 5/2/2024 by MarketBeat.com Staff

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