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Walt Disney (DIS) Institutional Ownership

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$112.89 -2.28 (-1.98%)
Closing price 08/7/2025 03:59 PM Eastern
Extended Trading
$112.98 +0.09 (+0.08%)
As of 08/7/2025 07:59 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)
2190
Total
Institutional Inflows
(last 12 months)
$23.43B
Number of
Institutional Sellers
(last 12 months)
2048
Total
Institutional Outflows
(last 12 months)
$12.47B
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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
8/7/2025Verus Capital Partners LLC22,461$2.79M0.2%-6.2%0.001%
8/7/2025Palouse Capital Management Inc.26,111$3.24M2.1%+34.7%0.001%
8/7/2025 Leith Wheeler Investment Counsel Ltd.327,899$40.66M2.9%-10.0%0.018%
8/7/2025Winch Advisory Services LLC17,805$2.21M0.5%-3.2%0.001%
8/7/2025Cascade Financial Partners LLC2,186$271K0.0%-11.0%0.000%
8/7/2025Boston Partners6,904,741$854.54M1.0%+83.7%0.384%
8/7/2025Fagan Associates Inc.36,196$4.49M0.7%-0.3%0.002%
8/7/2025Clarity Wealth Advisors LLC5,882$729K0.2%+1.8%0.000%
8/7/2025Cvfg LLC3,571$443K0.4%+11.2%0.000%
8/7/2025Weil Company Inc.3,612$448K0.1%+4.9%0.000%
8/7/2025CENTRAL TRUST Co24,789$3.07M0.1%-3.9%0.001%
8/7/2025Montag A & Associates Inc.14,306$1.77M0.1%-13.3%0.001%
8/7/2025Keynote Financial Services LLC7,784$965K0.6%-11.9%0.000%
8/7/2025Blackston Financial Advisory Group LLC1,888$234K0.1%-39.3%0.000%
8/7/2025Midland Wealth Advisors LLC9,816$1.22M0.1%-4.8%0.001%
8/7/2025Samalin Investment Counsel LLC2,309$286K0.1%-45.6%0.000%
8/7/2025Vise Technologies Inc.22,453$2.78M0.1%N/A0.001%
8/7/2025Alpha Cubed Investments LLC10,429$1.29M0.0%+1.6%0.001%
8/7/2025Allworth Financial LP278,891$34.59M0.2%+11.7%0.016%
8/7/2025Addison Advisors LLC6,482$804K0.2%+4.3%0.000%
8/7/2025Tillman Hartley LLC1,667$207K0.1%N/A0.000%
8/7/2025Americana Partners LLC7,024$871K0.0%-9.3%0.000%
8/7/2025Illinois Municipal Retirement Fund51,325$6.37M0.1%-16.6%0.003%
8/7/2025BOK Financial Private Wealth Inc.8,125$1.01M0.1%-26.3%0.000%
8/7/2025Davis R M Inc.34,373$4.26M0.1%-84.1%0.002%
8/7/2025Fountainhead AM LLC4,496$558K0.1%+10.5%0.000%
8/7/2025Compass Capital Management Inc.1,800$223K0.0%-50.7%0.000%
8/7/2025Fidelis Capital Partners LLC12,131$1.40M0.1%+9.6%0.001%
8/7/2025Joseph Group Capital Management632$78K0.0%+26.4%0.000%
8/7/2025ProShare Advisors LLC417,707$51.80M0.1%+6.6%0.023%
8/7/2025Profund Advisors LLC22,833$2.83M0.1%-16.3%0.001%
8/7/2025Summit X LLC13,485$1.67M0.3%-1.1%0.001%
8/7/2025King Luther Capital Management Corp288,474$35.77M0.2%-14.1%0.016%
8/7/2025Fonville Wealth Management LLC2,135$265K0.1%-11.5%0.000%
8/7/2025Roberts Glore & Co. Inc. IL9,499$1.18M0.3%-41.1%0.001%
8/7/2025PFG Advisors8,818$1.09M0.0%+25.6%0.000%
8/7/2025Zions Bancorporation National Association UT3,593$446K0.0%-5.7%0.000%
8/7/2025Reik & CO. LLC7,705$955K0.2%-7.2%0.000%
8/7/2025Winthrop Capital Management LLC11,451$1.42M0.4%-2.2%0.001%
8/7/2025Summit Asset Management LLC1,908$237K0.0%N/A0.000%
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8/7/2025Midwest Trust Co139,888$17.35M0.2%N/A0.008%
8/7/2025Flossbach Von Storch SE356,954$44.27M0.2%-8.4%0.020%
8/7/2025DJE Kapital AG163,297$20.18M0.5%-48.0%0.009%
8/7/2025FDx Advisors Inc.1,665$206K0.1%N/A0.000%
8/7/2025Acadian Asset Management LLC137,178$17.00M0.0%+34.5%0.008%
8/7/2025Brio Consultants LLC2,586$321K0.0%+4.4%0.000%
8/7/20251ST Source Bank46,277$5.74M0.3%+0.6%0.003%
8/7/2025CSM Advisors LLC81,342$10.09M0.3%+1.6%0.005%
8/7/2025Sound View Wealth Advisors Group LLC12,332$1.53M0.1%-9.5%0.001%
8/7/2025Rathbones Group PLC924,449$114.64M0.5%-31.6%0.051%
8/7/2025Connor Clark & Lunn Investment Management Ltd.431,879$53.56M0.2%+101.2%0.024%
8/7/2025Delta Financial Advisors LLC14,998$1.86M0.7%+17.0%0.001%
8/7/2025Mitsubishi UFJ Asset Management Co. Ltd.3,560,989$441.60M0.4%+3.6%0.198%
8/7/2025Parkside Financial Bank & Trust6,773$840K0.1%+3.4%0.000%
8/7/2025Keystone Financial Services1,632$202K0.1%N/A0.000%
8/7/2025Bradley & Co. Private Wealth Management LLC1,618$201K0.1%-7.6%0.000%
8/7/2025WESCAP Management Group Inc.6,735$835K0.2%-4.3%0.000%
8/7/2025Aviva PLC1,351,572$167.61M0.3%+6.8%0.075%
8/7/2025Los Angeles Capital Management LLC1,560,852$193.56M0.7%+311.8%0.087%
8/6/2025 Prospera Financial Services Inc48,039$5.96M0.1%+0.9%0.003%
8/6/2025 RWA Wealth Partners LLC30,484$3.78M0.0%+10.1%0.002%
8/6/2025 Van Cleef Asset Management Inc84,658$10.50M1.1%-1.5%0.005%
8/6/2025 True Wealth Design LLC1,109$138K0.0%+9.3%0.000%
8/6/2025 Oldfield Partners LLP435,900$54.06M18.6%-19.7%0.024%
8/6/2025Summit Investment Advisors Inc.18,381$1.81M1.5%-3.3%0.001%
8/6/2025 AE Wealth Management LLC177,382$22.00M0.2%+185.6%0.010%
8/6/2025 Stokes Family Office LLC10,486$1.30M0.1%+17.8%0.001%
8/6/2025 Garrison Point Advisors LLC5,626$698K0.3%-10.7%0.000%
8/6/2025 Paradigm Asset Management Co. LLC21,700$2.69M0.7%+4.8%0.001%
8/6/2025 Fox Run Management L.L.C.11,452$1.42M0.2%+10.9%0.001%
8/6/2025 Metis Global Partners LLC87,648$10.87M0.3%-23.7%0.005%
8/6/2025 Legacy Investment Solutions LLC428$53K0.0%N/A0.000%
8/6/2025 Summit Wealth & Retirement Planning Inc.2,797$347K0.1%+3.8%0.000%
8/6/2025 Quadrant Private Wealth Management LLC60,394$7.52M1.6%-2.0%0.003%
8/6/2025 KCM Investment Advisors LLC33,525$4.16M0.1%-4.5%0.002%
8/6/2025 Marco Investment Management LLC63,996$7.94M0.7%+2.6%0.004%
8/6/2025 Kinsale Capital Group Inc.77,130$9.57M2.0%+78.4%0.004%
8/6/2025 Wedbush Securities Inc.67,959$8.43M0.3%-5.7%0.004%
8/6/2025 Chancellor Financial Group WB LP8,024$995K0.8%-2.1%0.000%
8/6/2025 Carnegie Lake Advisors LLC30,665$3.80M1.5%-2.7%0.002%
8/6/2025 Vestmark Advisory Solutions Inc.17,488$2.17M0.0%N/A0.001%
8/6/2025 Sterling Capital Management LLC73,370$9.10M0.1%+122.6%0.004%
8/6/2025 Nvwm LLC22,636$2.81M0.7%-15.9%0.001%
8/6/2025 Walkner Condon Financial Advisors LLC3,051$378K0.1%+6.2%0.000%
8/6/2025 First Eagle Investment Management LLC3,423,309$424.53M0.8%-1.5%0.190%
8/6/2025 Princeton Capital Management LLC15,087$1.87M0.6%-15.8%0.001%
8/6/2025 Bryn Mawr Trust Advisors LLC18,236$2.26M0.1%-5.0%0.001%
8/6/2025 North Capital Inc.2,608$323K0.3%-15.0%0.000%
8/6/2025 Paulson Wealth Management Inc.4,610$572K0.1%-20.6%0.000%
8/6/2025 Maltin Wealth Management Inc.1,901$236K0.1%-16.1%0.000%
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8/6/2025 Atlas Legacy Advisors LLC1,891$235K0.1%N/A0.000%
8/6/2025 Savant Capital LLC65,358$8.11M0.1%-0.8%0.004%
8/6/2025 Excalibur Management Corp9,113$1.13M0.4%-1.8%0.001%
8/6/2025 Texas Yale Capital Corp.31,198$3.87M0.1%+3.0%0.002%
8/6/2025 Horizon Investment Services LLC26,745$3.32M1.5%+1.1%0.001%
8/6/2025 Modera Wealth Management LLC99,696$12.36M0.2%-4.3%0.006%
8/6/2025 Middleton & Co. Inc. MA12,200$1.51M0.2%-15.4%0.001%
8/6/2025 Twin Capital Management Inc.52,443$6.50M0.7%+34.8%0.003%
8/6/2025 Soltis Investment Advisors LLC7,394$917K0.1%+2.1%0.000%
8/6/2025 Souders Financial Advisors1,993$247K0.0%N/A0.000%
(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, 3,666 institutional investors and hedge funds held shares of Walt Disney. The most heavily invested institutionals were Vanguard Group Inc. ($15.38B), State Street Corp ($7.46B), Geode Capital Management LLC ($4.27B), Kingstone Capital Partners Texas LLC ($4.22B), FMR LLC ($3.65B), Morgan Stanley ($3.59B), and State Farm Mutual Automobile Insurance Co. ($2.73B).Learn more on Walt Disney's institutional investors.

What percentage of Walt Disney's stock is owned by institutional investors?

65.71% of Walt Disney's stock is owned by institutional investors. Learn more on DIS's institutional investor holdings.

Which institutional investors have been buying Walt Disney's stock?

Of the 3,008 institutional investors that purchased Walt Disney's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($43.16M), Kingstone Capital Partners Texas LLC ($34.03M), Trian Fund Management L.P. ($26.44M), Jennison Associates LLC ($17.59M), Nuveen LLC ($13.71M), Vanguard Group Inc. ($7.32M), and ValueAct Holdings L.P. ($7.13M).

How much institutional buying is happening at Walt Disney?

Institutional investors have bought a total of 215,465,773 shares in the last 24 months. This purchase volume represents approximately $23.43B in transactions.

Which of Walt Disney's major shareholders have been selling company stock?

Of the 2,042 institutional investors that sold Walt Disney's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fisher Asset Management LLC ($7.88M), Alliancebernstein L.P. ($7.57M), Massachusetts Financial Services Co. MA ($5.80M), Amundi ($4.94M), Franklin Resources Inc. ($4.45M), International Assets Investment Management LLC ($3.39M), and Legal & General Group Plc ($3.26M).

How much institutional selling is happening at Walt Disney?

Institutional investors have sold a total of 116,222,205 shares in the last 24 months. This volume of shares sold represents approximately $12.47B in transactions.



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