NYSE:DIS

The Walt Disney Institutional Ownership

Followed 197 Times Most-Upgraded Stocks

$171.18

-1.60 (-0.93 %)

(As of 01/25/2021 12:51 PM ET)

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Today's Range

$168.80

Now: $171.18▼

$173.29

50-Day Range

$153.68

MA: $172.46▼

$181.18

52-Week Range

$79.07

Now: $171.18▼

$183.40

Volume338,214 shs

Average Volume8.16 million shs

Market Capitalization$310.57 billion

P/E RatioN/A

Dividend YieldN/A

Beta1.2

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

Institutional Ownership Percentage: 62.83%

Institutional Buying and Selling by Quarter

The Walt Disney (NYSE DIS) Institutional Buying and Selling

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
1/25/2021	Taylor Cottrill Erickson & Associates Inc.	64,768	$11.74M	1.9%	-1.8%	0.004%
1/25/2021	Locust Wood Capital Advisers LLC	274,055	$49.65M	2.8%	N/A	0.015%
1/25/2021	Insight Financial Services	188	$34K	0.0%	N/A	0.000%
1/25/2021	Diversified Investment Strategies LLC	28,826	$5.15M	4.0%	-1.0%	0.002%
1/25/2021	Lederer & Associates Investment Counsel CA	14,232	$2.58M	2.0%	-6.9%	0.001%
1/25/2021	Winthrop Advisory Group LLC	12,721	$2.31M	0.6%	-1.0%	0.001%
1/25/2021	IBM Retirement Fund	67,142	$12.17M	0.8%	+9.6%	0.004%
1/25/2021	Ledyard National Bank	14,427	$2.61M	0.3%	-1.7%	0.001%
1/25/2021	KAMES CAPITAL plc	378,402	$68.53M	1.0%	-1.0%	0.021%
1/25/2021	Toth Financial Advisory Corp	61,699	$11.18M	1.9%	-3.4%	0.003%

1/25/2021	LifeSteps Financial Inc.	6,003	$1.09M	1.0%	+3.9%	0.000%
1/25/2021	Strs Ohio	943,570	$170.96M	0.7%	-4.0%	0.052%
1/25/2021	Affiance Financial LLC	3,723	$0.67M	0.4%	-1.6%	0.000%
1/25/2021	New York State Teachers Retirement System	2,416,096	$437.75M	1.0%	-2.3%	0.133%
1/25/2021	Rothschild Investment Corp IL	81,100	$14.69M	1.4%	+0.7%	0.004%
1/25/2021	Somerset Trust Co	1,259	$0.23M	0.1%	N/A	0.000%
1/25/2021	Stewart & Patten Co. LLC	94,229	$17.07M	2.9%	+1.9%	0.005%
1/25/2021	Welch Group LLC	18,169	$3.29M	0.3%	+5.4%	0.001%
1/25/2021	JNBA Financial Advisors	16,237	$2.94M	0.5%	-23.0%	0.001%
1/25/2021	Ayalon Holdings Ltd.	6,947	$1.26M	0.6%	+21,609.4%	0.000%
1/25/2021	Centaurus Financial Inc.	26,097	$4.73M	0.5%	+10.4%	0.001%
1/25/2021	Oakwood Capital Management LLC CA	37,052	$6.71M	2.0%	-2.7%	0.002%
1/22/2021	Waverton Investment Management Ltd	451,317	$81.77M	3.8%	+5.9%	0.025%
1/22/2021	British Airways Pensions Investment Management Ltd	87,719	$15.89M	0.6%	-6.1%	0.005%
1/22/2021	International Assets Investment Management LLC	14,575	$2.64M	0.5%	+5.4%	0.001%
1/22/2021	BigSur Wealth Management LLC	17,600	$3.19M	1.8%	-7.9%	0.001%
1/22/2021	Hoey Investments Inc.	12,210	$2.21M	0.8%	+34.0%	0.001%
1/22/2021	Sawgrass Asset Management LLC	64,585	$11.70M	0.9%	-1.7%	0.004%
1/22/2021	Plimoth Trust Co. LLC	16,592	$3.01M	0.9%	-5.3%	0.001%
1/22/2021	We Are One Seven LLC	18,167	$3.29M	0.7%	-6.9%	0.001%
1/22/2021	Franklin Parlapiano Turner & Welch LLC	43,333	$7.85M	2.8%	+1.2%	0.002%
1/22/2021	Riverbridge Partners LLC	3,560	$0.65M	0.0%	-1.9%	0.000%
1/22/2021	Steigerwald Gordon & Koch Inc.	70,154	$12.71M	2.6%	+3.8%	0.004%
1/22/2021	Northside Capital Management LLC	5,159	$0.94M	0.3%	+16.9%	0.000%
1/22/2021	Cypress Wealth Services LLC	17,994	$3.26M	0.7%	-200.2%	0.001%
1/22/2021	Candriam Luxembourg S.C.A.	551,499	$99.90M	0.8%	-2.4%	0.030%
1/22/2021	MONECO Advisors LLC	4,443	$0.78M	0.4%	+8.0%	0.000%
1/22/2021	Perennial Investment Advisors LLC	10,164	$1.84M	0.8%	+4.9%	0.001%
1/22/2021	Capital CS Group LLC	3,200	$0.58M	0.6%	N/A	0.000%
1/22/2021	DORCHESTER WEALTH MANAGEMENT Co	6,557	$1.19M	0.3%	+42.3%	0.000%
1/22/2021	Aries Wealth Management	7,926	$1.42M	0.7%	-3.6%	0.000%
1/22/2021	Blue Zone Wealth Advisors LLC	15,401	$2.79M	1.3%	+2.9%	0.001%
1/22/2021	Avantax Advisory Services Inc.	61,939	$11.22M	0.3%	-55.3%	0.003%
1/22/2021	Beech Hill Advisors Inc.	4,875	$0.88M	0.4%	+3.2%	0.000%
1/22/2021	Sicart Associates LLC	34,047	$6.17M	1.5%	+4.9%	0.002%
1/22/2021	McCollum Christoferson Group LLC	61,764	$11.19M	2.9%	+1.9%	0.003%
1/22/2021	Sterling Investment Management Inc.	6,041	$1.10M	0.8%	+1.0%	0.000%
1/22/2021	Joel Isaacson & Co. LLC	28,052	$5.08M	0.5%	+36.6%	0.002%
1/22/2021	BKD Wealth Advisors LLC	47,883	$8.68M	0.4%	+6.1%	0.003%
1/22/2021	Evanson Asset Management LLC	4,957	$0.90M	0.1%	+11.3%	0.000%
1/22/2021	Nwam LLC	9,449	$1.71M	0.2%	-19.6%	0.001%
1/22/2021	White Pine Investment CO	33,889	$6.14M	2.5%	-0.3%	0.002%
1/22/2021	Close Asset Management Ltd	4,890	$0.89M	0.1%	+40.8%	0.000%
1/22/2021	Westbourne Investment Advisors Inc.	22,798	$4.13M	2.4%	+26.2%	0.001%
1/22/2021	Trust Co. of Oklahoma	25,991	$4.71M	1.7%	-1.8%	0.001%
1/22/2021	Trinity Street Asset Management LLP	233,598	$42.32M	4.0%	+21.7%	0.013%
1/22/2021	SOL Capital Management CO	15,137	$2.74M	0.6%	+1.2%	0.001%
1/22/2021	Ferguson Shapiro LLC	1,359	$0.25M	0.2%	N/A	0.000%
1/22/2021	Banta Asset Management LP	1,185	$0.22M	0.2%	N/A	0.000%
1/22/2021	Independence Bank of Kentucky	9,309	$1.69M	0.9%	-11.0%	0.001%
1/22/2021	Cadinha & Co. LLC	1,288	$0.23M	0.0%	N/A	0.000%
1/21/2021	TCI Wealth Advisors Inc.	6,058	$1.10M	0.5%	-32.7%	0.000%
1/21/2021	New Capital Management LP	1,200	$0.22M	0.1%	+20.7%	0.000%
1/21/2021	Foster Group Inc.	5,120	$0.92M	0.2%	N/A	0.000%
1/21/2021	Clearwater Capital Advisors LLC	2,696	$0.49M	0.1%	+3.1%	0.000%
1/21/2021	Domani Wealth LLC	1,558	$0.28M	0.1%	-44.7%	0.000%
1/21/2021	Kohmann Bosshard Financial Services LLC	1,276	$0.23M	0.1%	-53.7%	0.000%
1/21/2021	Paragon Capital Management LLC	2,267	$0.41M	0.2%	-11.0%	0.000%
1/21/2021	Meridian Financial Partners LLC	8,654	$1.50M	1.2%	-2.7%	0.000%
1/21/2021	Optimum Investment Advisors	14,978	$2.71M	0.8%	+15.9%	0.001%
1/21/2021	WBH Advisory Inc.	35,135	$6.10M	1.0%	-2.3%	0.002%
1/21/2021	Osher Van de Voorde Investment Management	97,287	$17.63M	4.7%	+1.0%	0.005%
1/21/2021	Cascade Investment Advisors Inc.	11,138	$2.02M	1.5%	-12.9%	0.001%
1/21/2021	TIAA FSB	165,705	$30.02M	0.1%	+46.1%	0.009%
1/21/2021	Clearview Wealth Advisors LLC	1,202	$0.22M	0.1%	N/A	0.000%
1/21/2021	Ballast Inc.	6,874	$1.25M	0.6%	-1.2%	0.000%
1/21/2021	Bridge Creek Capital Management LLC	32,306	$5.85M	2.4%	-0.2%	0.002%
1/21/2021	Highland Capital Management LLC	117,834	$21.35M	1.4%	-0.9%	0.007%
1/21/2021	Interactive Financial Advisors	300	$54K	0.0%	N/A	0.000%
1/21/2021	United Capital Management of KS Inc.	20,296	$3.68M	1.7%	+15.7%	0.001%
1/21/2021	Kestra Private Wealth Services LLC	66,999	$12.14M	0.9%	+2.2%	0.004%
1/21/2021	Pendal Group Limited	1,905	$0.35M	0.0%	N/A	0.000%
1/21/2021	Kinloch Capital LLC	152	$28K	0.0%	N/A	0.000%
1/21/2021	Grandview Asset Management LLC	13,168	$2.39M	1.6%	+38.9%	0.001%
1/21/2021	Abbrea Capital LLC	35,266	$6.39M	1.1%	+0.5%	0.002%
1/21/2021	Sage Mountain Advisors LLC	1,109	$0.20M	0.1%	N/A	0.000%
1/21/2021	WoodTrust Financial Corp	37,333	$6.76M	2.1%	+9.8%	0.002%
1/21/2021	Asset Advisors Investment Management LLC	91,587	$16.59M	2.1%	+15.4%	0.005%
1/21/2021	Sippican Capital Advisors	10,927	$1.98M	2.1%	-5.1%	0.001%
1/21/2021	BCS Wealth Management	3,154	$0.57M	0.3%	-6.1%	0.000%
1/21/2021	Northstar Asset Management LLC	21,805	$3.95M	1.1%	+10.9%	0.001%
1/21/2021	Schneider Downs Wealth Management Advisors LP	2,469	$0.45M	0.1%	+3.2%	0.000%
1/21/2021	YHB Investment Advisors Inc.	119,570	$21.66M	2.1%	-0.1%	0.007%
1/21/2021	Smithbridge Asset Management Inc. DE	5,272	$0.96M	0.4%	-14.2%	0.000%
1/21/2021	Quattro Financial Advisors LLC	9,478	$1.63M	0.4%	-64.2%	0.001%
1/21/2021	Harbor Group Inc.	1,180	$0.21M	0.2%	N/A	0.000%
1/21/2021	Windward Capital Management Co. CA	151,593	$27.47M	2.8%	-10.1%	0.008%
1/21/2021	Sterling Investment Advisors Ltd.	7,169	$1.30M	0.4%	-3.4%	0.000%
1/21/2021	Strategic Wealth Management Group LLC	2,758	$0.50M	0.2%	-4.2%	0.000%
1/21/2021	PDS Planning Inc	4,600	$0.83M	0.3%	+17.1%	0.000%

(Data available from 1/1/2016 forward)

This page was last updated on 1/25/2021 by MarketBeat.com Staff

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The Walt Disney Institutional Ownership

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Institutional Ownership

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

Institutional Buying and Selling by Quarter

The Walt Disney (NYSE DIS) Institutional Buying and Selling

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