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Walt Disney (DIS) Institutional Ownership

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$122.98 -0.51 (-0.41%)
Closing price 03:59 PM Eastern
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$122.89 -0.09 (-0.07%)
As of 04:20 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)
2086
Total
Institutional Inflows
(last 12 months)
$17.93B
Number of
Institutional Sellers
(last 12 months)
1972
Total
Institutional Outflows
(last 12 months)
$11.94B
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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
7/2/2025First Financial Bank Trust Division73,037$9.06M0.8%-0.8%0.004%
7/2/2025Jacobs & Co. CA115,471$14.32M1.4%-1.0%0.006%
7/2/2025Marotta Asset Management3,129$388K0.1%-16.5%0.000%
7/2/2025LVM Capital Management Ltd. MI38,500$4.77M0.5%+1.2%0.002%
7/2/2025Neville Rodie & Shaw Inc.19,319$2.40M0.2%-22.3%0.001%
7/2/2025Central Pacific Bank Trust Division32,561$4.04M0.5%+38.1%0.002%
7/1/2025Park National Corp OH44,330$5.50M0.2%-7.1%0.002%
7/1/2025Harbor Investment Advisory LLC3,090$383K0.0%+10.2%0.000%
7/1/2025Cullen Investment Group LTD.44,295$5.49M0.8%+3.1%0.002%
6/26/2025AG2R LA Mondiale Gestion D Actifs66,861$6.60M0.4%N/A0.004%
6/23/2025Swedbank AB3,333,607$329.03M0.4%-0.8%0.185%
6/18/2025Voya Investment Management LLC831,900$82.11M0.1%-2.2%0.046%
6/17/2025Howe & Rusling Inc.43,145$4.26M0.4%+1.1%0.002%
6/16/2025Maple Capital Management Inc.3,058$302K0.0%-20.3%0.000%
6/10/2025Birchbrook Inc.13,431$1.33M0.7%-0.9%0.001%
6/6/2025First Long Island Investors LLC119,690$11.81M1.0%-0.8%0.007%
6/5/2025Fruth Investment Management22,967$2.27M0.6%-1.7%0.001%
6/4/2025First Hawaiian Bank54,824$5.41M0.3%+27.6%0.003%
6/4/2025Harold Davidson & Associates Inc.4,840$478K0.3%-3.7%0.000%
6/3/2025CBIZ Investment Advisory Services LLC1,058$104K0.0%+15.3%0.000%
6/3/2025Invst LLC13,340$1.32M0.2%-26.8%0.001%
6/2/2025Integrity Wealth Advisors Inc.7,665$757K0.6%-3.1%0.000%
6/2/2025Modern Wealth Management LLC16,940$1.67M0.1%+7.2%0.001%
5/28/2025Jones Financial Companies Lllp396,527$38.93M0.0%+26.8%0.022%
5/28/2025Birmingham Capital Management Co. Inc. AL7,636$754K0.3%-8.9%0.000%
5/28/2025Silicon Valley Capital Partners599$59K0.0%N/A0.000%
5/28/2025Strs Ohio874,146$86.28M0.4%N/A0.049%
5/28/2025GK Wealth Management LLC3,058$302K0.4%+13.4%0.000%
5/28/2025Ellsworth Advisors LLC18,763$1.85M0.5%+4.6%0.001%
5/28/2025Intrua Financial LLC5,039$497K0.1%-28.4%0.000%
5/28/2025Addison Capital Co26,399$2.61M1.0%-2.6%0.001%
5/27/2025Jacobi Capital Management LLC34,580$3.41M0.3%+1.7%0.002%
5/27/2025Advisors Capital Management LLC432,848$42.72M0.7%+6.0%0.024%
5/22/2025Chelsea Counsel Co.3,109$307K0.2%-15.5%0.000%
5/21/2025Indiana Trust & Investment Management Co4,510$445K0.2%-7.6%0.000%
5/21/2025MBL Wealth LLC2,285$226K0.0%N/A0.000%
5/21/2025McAdam LLC4,653$459K0.0%+9.1%0.000%
5/21/2025Acadian Asset Management LLC102,028$10.06M0.0%+1,989.9%0.006%
5/21/2025Geneos Wealth Management Inc.68,229$6.73M0.2%+160.6%0.004%
5/21/2025Schmidt P J Investment Management Inc.2,980$294K0.1%-5.1%0.000%
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5/21/2025IFM Investors Pty Ltd332,967$32.86M0.4%-0.7%0.019%
5/20/2025Acorns Advisers LLC3,958$391K0.0%+3.5%0.000%
5/20/2025Fortis Capital Advisors LLC3,664$362K0.1%+62.0%0.000%
5/20/2025Belpointe Asset Management LLC21,163$2.09M0.1%+2.8%0.001%
5/20/2025Jupiter Wealth Management LLC8,623$851K0.5%-10.4%0.000%
5/20/2025Intech Investment Management LLC310,834$30.68M0.3%-34.7%0.017%
5/20/2025Focus Partners Wealth635,895$62.74M0.2%+13.2%0.035%
5/20/2025Integrity Alliance LLC.24,873$2.46M0.1%+273.6%0.001%
5/20/2025Ransom Advisory Ltd11,917$1.18M0.6%N/A0.001%
5/20/2025Anchor Investment Management LLC43,402$4.28M0.4%-1.7%0.002%
5/20/2025Glenview Trust co50,343$4.97M0.1%-2.2%0.003%
5/20/2025Aspen Investment Management Inc2,938$290K0.1%+3.5%0.000%
5/20/2025Ilmarinen Mutual Pension Insurance Co285,000$28.13M0.2%+4.6%0.016%
5/20/2025Plato Investment Management Ltd46,260$4.62M0.4%-13.1%0.003%
5/19/2025Advisory Alpha LLC7,390$729K0.0%+10.1%0.000%
5/19/2025SCS Capital Management LLC10,204$1.01M0.0%N/A0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC18,509,924$1.83B0.5%+9.7%1.030%
5/19/2025DCM Advisors LLC87,823$8.63M4.6%-3.9%0.005%
5/19/2025Legacy Advisory Services LLC4,206$415K0.4%N/A0.000%
5/19/2025Palogic Value Management L.P.9,649$952K0.4%+12.8%0.001%
5/19/2025Optimize Financial Inc12,660$1.25M0.5%+14.7%0.001%
5/16/2025Woodline Partners LP522,126$51.53M0.3%+63.6%0.029%
5/16/2025Zurich Insurance Group Ltd FI336,421$33.21M0.3%-16.9%0.019%
5/16/2025Prostatis Group LLC2,675$264K0.1%-3.8%0.000%
5/16/2025Semmax Financial Advisors Inc.15,926$1.69M0.5%-1.5%0.001%
5/16/2025Empowered Funds LLC103,745$10.24M0.1%+17.7%0.006%
5/16/2025MBB Public Markets I LLC3,189$315K0.0%-95.3%0.000%
5/16/2025Ascent Group LLC65,076$6.42M0.3%+111.5%0.004%
5/16/2025RNC Capital Management LLC50,011$4.94M0.3%-2.6%0.003%
5/16/2025Meiji Yasuda Life Insurance Co71,811$7.09M0.1%-13.2%0.004%
5/16/2025Coppell Advisory Solutions LLC5,436$496K0.0%-60.0%0.000%
5/16/2025Meiji Yasuda Asset Management Co Ltd.54,741$5.40M0.2%-2.5%0.003%
5/16/2025Arete Wealth Advisors LLC329,487$32.52M2.3%+0.1%0.018%
5/16/2025Great Lakes Advisors LLC1,425,512$140.22M1.3%+1.1%0.079%
5/16/2025Strait & Sound Wealth Management LLC2,038$201K0.1%-48.9%0.000%
5/16/2025Caxton Associates LLP490,568$48.42M1.7%N/A0.027%
5/16/2025Signature Estate & Investment Advisors LLC8,406$830K0.0%+3.1%0.000%
5/16/2025Sciencast Management LP36,572$3.61M0.8%+34.1%0.002%
5/16/2025Voleon Capital Management LP 28,950$2.86M0.2%N/A0.002%
5/16/2025Ashton Thomas Private Wealth LLC22,422$2.21M0.1%+10.5%0.001%
5/16/2025Guardian Partners Inc.32,010$3.16M0.3%+2.0%0.002%
5/16/2025Sender Co & Partners Inc.52,127$5.15M2.7%N/A0.003%
5/16/2025Kestra Investment Management LLC2,245$222K0.0%-12.1%0.000%
5/16/2025Resources Management Corp CT ADV10,560$1.04M0.1%-44.2%0.001%
5/16/2025Cape Investment Advisory Inc.14,221$1.40M0.6%-1.7%0.001%
5/16/2025Jones Financial Companies Lllp74,815$7.96M0.0%-76.1%0.004%
5/16/2025Dynamic Technology Lab Private Ltd34,138$3.37M0.5%+663.7%0.002%
5/16/2025Aberdeen Wealth Management LLC7,533$743K0.5%+2.7%0.000%
5/16/2025Talon Private Wealth LLC10,456$1.03M0.1%-12.7%0.001%
5/16/2025Teza Capital Management LLC33,975$3.35M1.5%+16.6%0.002%
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5/16/2025Triavera Capital LLC83,605$8.25M4.7%+15.7%0.005%
5/16/2025UniSuper Management Pty Ltd261,550$25.82M0.2%-42.4%0.015%
5/16/2025Sepio Capital LP39,968$3.95M0.3%-4.0%0.002%
5/16/2025Shellback Capital LP25,000$2.47M0.2%-68.8%0.001%
5/16/2025Raab & Moskowitz Asset Management LLC14,490$1.43M0.4%-10.2%0.001%
5/16/2025Redwood Financial Network Corp2,396$236K0.2%-3.6%0.000%
5/16/2025Punch & Associates Investment Management Inc.110,576$10.91M0.7%-13.6%0.006%
5/16/2025Permanens Capital L.P.45,149$4.46M0.8%+25.1%0.003%
5/16/2025Pingora Partners LLC13,556$1.34M1.0%-6.9%0.001%
5/16/2025Plancorp LLC8,148$804K0.0%+24.3%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, 3,655 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), FMR LLC ($3.65B), Morgan Stanley ($3.59B), State Farm Mutual Automobile Insurance Co. ($2.73B), and Trian Fund Management L.P. ($2.66B).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 2,980 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: Bank Julius Baer & Co. Ltd Zurich ($458.84M), Norges Bank ($43.16M), Trian Fund Management L.P. ($26.44M), Jennison Associates LLC ($15.82M), 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 172,110,591 shares in the last 24 months. This purchase volume represents approximately $17.93B in transactions.

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

Of the 1,971 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 ($3.40M), and Legal & General Group Plc ($3.26M).

How much institutional selling is happening at Walt Disney?

Institutional investors have sold a total of 113,833,918 shares in the last 24 months. This volume of shares sold represents approximately $11.95B in transactions.



This page (NYSE:DIS) was last updated on 7/2/2025 by MarketBeat.com Staff
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