Walt Disney (DIS) Institutional Ownership

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$110.31 +0.72 (+0.66%)
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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)
1942
Total
Institutional Inflows
(last 12 months)
$17.04B
Number of
Institutional Sellers
(last 12 months)
1783
Total
Institutional Outflows
(last 12 months)
$15.19B
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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
2/14/2025Arvest Bank Trust Division88,290$9.83M0.6%-5.8%0.005%
2/13/2025CANADA LIFE ASSURANCE Co1,938,580$215.86M0.4%+1.1%0.107%
2/13/2025Fairfield Bush & CO.5,610$625K0.4%N/A0.000%
2/13/2025Ally Financial Inc.72,000$8.02M1.0%-54.4%0.004%
2/13/2025Canada Pension Plan Investment Board327,939$36.52M0.0%-38.7%0.018%
2/13/2025GKV Capital Management Co. Inc.4,600$512K0.2%N/A0.000%
2/13/2025Foster Dykema Cabot & Partners LLC7,458$834K0.1%-5.2%0.000%
2/13/2025Strategic Investment Solutions Inc. IL3,401$379K0.1%+36.7%0.000%
2/13/2025Capital Square LLC2,425$272K0.2%-22.9%0.000%
2/13/2025Greenwood Gearhart Inc.4,363$486K0.0%-8.6%0.000%
2/13/2025MSH Capital Advisors LLC4,975$554K0.2%N/A0.000%
2/13/2025NewEdge Advisors LLC125,760$14.00M0.1%+24.1%0.007%
2/13/2025Ceredex Value Advisors LLC323,860$36.06M0.7%-39.5%0.018%
2/13/2025Resurgent Financial Advisors LLC5,321$592K0.3%+2.3%0.000%
2/13/2025Insigneo Advisory Services LLC43,538$4.85M0.5%-1.6%0.002%
2/13/2025Stonehaven Wealth & Tax Solutions LLC3,550$395K0.4%N/A0.000%
2/13/2025Main Street Financial Solutions LLC7,747$863K0.1%-2.2%0.000%
2/13/2025Finer Wealth Management Inc.3,735$416K0.2%-9.8%0.000%
2/13/2025NFJ Investment Group LLC259,160$28.86M0.9%+25.1%0.014%
2/13/2025Evergreen Capital Management LLC116,771$13.06M0.4%+2.1%0.006%
2/13/2025Acorns Advisers LLC3,826$426K0.0%+2.6%0.000%
2/13/2025Regal Investment Advisors LLC14,722$1.64M0.1%-14.6%0.001%
2/13/2025United Capital Financial Advisors LLC492,256$54.81M0.5%+29.4%0.027%
2/13/2025Integrity Wealth Advisors Inc.7,913$881K0.6%N/A0.000%
2/13/2025Gamco Investors INC. ET AL303,047$33.74M0.4%-1.7%0.017%
2/13/2025Keeley Teton Advisors LLC5,239$583K0.1%-13.2%0.000%
2/13/2025Gabelli Funds LLC234,225$26.08M0.2%-1.1%0.013%
2/13/2025Dodge & Cox301,612$33.58M0.0%-0.8%0.017%
2/13/2025Jump Financial LLC10,433$1.16M0.0%N/A0.001%
2/13/2025Anchor Investment Management LLC44,147$4.92M0.5%+6.5%0.002%
2/13/2025 M Holdings Securities Inc.19,617$2.18M0.3%N/A0.001%
2/13/2025Lafayette Investments Inc.36,203$4.03M0.9%-1.1%0.002%
2/13/2025Ontario Teachers Pension Plan Board2,357,787$262.54M3.2%-52.6%0.130%
2/13/2025Guggenheim Capital LLC160,551$17.88M0.1%-6.8%0.009%
2/13/2025Rossby Financial LCC9,732$1.08M0.7%N/A0.001%
2/13/2025Aware Super Pty Ltd as trustee of Aware Super19,159$2.13M0.0%N/A0.001%
2/13/2025Canada Post Corp Registered Pension Plan52,912$5.89M0.3%N/A0.003%
2/13/2025Causeway Capital Management LLC841,942$93.75M2.1%-24.0%0.047%
2/13/2025Defined Financial Planning LLC2,062$230K0.2%N/A0.000%
2/13/2025LaSalle St. Investment Advisors LLC3,626$403K0.1%+11.9%0.000%
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2/13/2025Strategies Wealth Advisors LLC8,434$923K0.1%N/A0.000%
2/13/2025Belpointe Asset Management LLC20,595$2.29M0.1%+1.2%0.001%
2/13/2025CreativeOne Wealth LLC12,517$1.39M0.0%+9.3%0.001%
2/13/2025Mariner LLC504,243$56.15M0.1%-41.8%0.028%
2/13/2025Cohen & Steers Inc.2,254$251K0.0%+5.3%0.000%
2/13/2025Peninsula Wealth LLC1,844$205K0.0%N/A0.000%
2/13/2025Reynders McVeigh Capital Management LLC10,984$1.22M0.1%-5.5%0.001%
2/13/2025Giverny Capital Inc.248,218$27.64M1.0%+1.1%0.014%
2/13/2025Barr E S & Co.25,267$2.81M0.2%-2.7%0.001%
2/13/2025Carson Advisory Inc.3,800$423K0.3%-26.1%0.000%
2/13/2025SageView Advisory Group LLC31,882$3.55M0.2%+18.2%0.002%
2/13/2025Taurus Asset Management LLC150,588$16.77M1.6%-1.7%0.008%
2/13/2025Keystone Financial Group29,815$3.28M0.3%+207.8%0.002%
2/13/2025Savvy Advisors Inc.15,367$1.71M0.2%+100.8%0.001%
2/13/2025Ameritas Investment Partners Inc.19,001$2.12M0.1%-3.7%0.001%
2/13/2025Synovus Financial Corp74,136$8.26M0.1%-5.4%0.004%
2/13/2025Stamos Capital Partners L.P.45,270$5.04M1.2%-28.7%0.003%
2/13/2025TT Capital Management LLC5,889$627K0.5%N/A0.000%
2/13/2025Bragg Financial Advisors Inc132,415$14.74M0.6%+0.5%0.007%
2/13/2025Granite Investment Partners LLC31,448$3.50M0.2%-1.9%0.002%
2/13/2025WealthTrust Axiom LLC6,595$734K0.2%+3.9%0.000%
2/13/2025Tiller Private Wealth Inc.7,612$848K0.4%-12.8%0.000%
2/13/2025Advisors Capital Management LLC408,461$45.48M0.7%+1.1%0.023%
2/13/2025TCM Advisors LLC7,803$869K0.1%-18.7%0.000%
2/13/2025Sagespring Wealth Partners LLC10,953$1.22M0.0%N/A0.001%
2/13/2025Optimize Financial Inc11,037$1.23M0.9%N/A0.001%
2/13/2025Townsquare Capital LLC205,951$22.93M0.3%+6.9%0.011%
2/13/2025Legacy Wealth Managment LLC ID448$50K0.0%-28.1%0.000%
2/13/2025Crux Wealth Advisors5,969$665K0.4%N/A0.000%
2/13/2025Keyes Stange & Wooten Wealth Management LLC5,455$607K0.4%+18.6%0.000%
2/13/2025Nicolet Bankshares Inc.9,756$1.09M0.3%+17.0%0.001%
2/13/2025Ceeto Capital Group LLC19,140$2.14M0.8%-20.7%0.001%
2/13/2025Black Cypress Capital Management LLC570$63K0.1%-42.0%0.000%
2/13/2025Manhattan West Asset Management LLC22,025$2.45M0.7%-2.5%0.001%
2/13/2025Fortis Capital Advisors LLC2,262$252K0.1%-7.9%0.000%
2/13/2025Rockefeller Capital Management L.P.1,088,934$121.29M0.3%-2.3%0.060%
2/13/2025Oder Investment Management LLC11,089$1.24M1.0%-5.0%0.001%
2/13/2025Sterling Capital Management LLC36,161$4.03M0.1%-11.3%0.002%
2/13/2025Act Two Investors LLC12,835$1.43M0.3%+16.9%0.001%
2/13/2025Quinn Opportunity Partners LLC15,500$1.73M0.1%+121.4%0.001%
2/13/2025DRH Investments Inc.89,137$9.93M11.4%-10.5%0.005%
2/13/2025Heritage Trust Co31,595$3.52M0.4%N/A0.002%
2/13/2025Jaffetilchin Investment Partners LLC34,427$3.83M0.3%+190.0%0.002%
2/13/2025Texas Capital Bank Wealth Management Services Inc6,042$673K0.1%-18.4%0.000%
2/13/2025Argent Trust Co63,297$7.05M0.3%-0.2%0.004%
2/13/2025First Foundation Advisors65,693$7.32M0.3%+24.3%0.004%
2/13/2025Accredited Investors Inc.7,555$841K0.0%+3.4%0.000%
2/13/2025Zuckerman Investment Group LLC76,505$8.72M0.9%+2.5%0.004%
2/13/2025Kennedy Capital Management LLC59,580$6.63M0.1%-4.1%0.003%
2/13/2025Treasurer of the State of North Carolina845,749$94.17M0.4%+0.1%0.047%
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2/13/2025Legacy Financial Advisors Inc.13,036$1.45M0.2%+7.8%0.001%
2/13/2025Redwood Park Advisors LLC475$53K0.0%N/A0.000%
2/13/2025Colonial Trust Advisors82,002$9.13M0.8%-6.1%0.005%
2/13/2025Bank of Hawaii11,389$1.27M0.1%-11.8%0.001%
2/13/2025Scotia Capital Inc.532,077$59.25M0.3%-25.9%0.029%
2/13/2025Phoenix Financial Ltd.97,124$10.86M0.2%+5.4%0.005%
2/13/2025F M Investments LLC56,316$6.27M0.2%+1,163.5%0.003%
2/13/2025Bessemer Group Inc.54,562$6.08M0.0%+4.2%0.003%
2/13/2025Estabrook Capital Management12,736$1.42M0.2%-2.6%0.001%
2/13/2025Spreng Capital Management Inc.4,797$534K0.2%-2.9%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, 3,620 institutional investors and hedge funds held shares of Walt Disney. The most heavily invested institutionals were Vanguard Group Inc. ($17.08B), 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. ($3.28B), and Trian Fund Management L.P. ($2.66B).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 2,994 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 ($458.84M), Norges Bank ($43.16M), Trian Fund Management L.P. ($26.44M), Jennison Associates LLC ($15.82M), Providence Capital Advisors LLC ($10.89M), ValueAct Holdings L.P. ($7.13M), and International Assets Investment Management LLC ($6.72M).

How much institutional buying is happening at Walt Disney?

Institutional investors have bought a total of 786,768,787 shares in the last 24 months. This purchase volume represents approximately $73.32B in transactions.

Which Walt Disney major shareholders have been selling company stock?

Of the 2,553 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: Whalerock Point Partners LLC ($32.05M), OFI Invest Asset Management ($30.41M), Wellington Management Group LLP ($9.21M), Fisher Asset Management LLC ($7.88M), Alliancebernstein L.P. ($7.59M), Bank of New York Mellon Corp ($7.49M), and Franklin Resources Inc. ($5.40M).

How much institutional selling is happening at Walt Disney?

Institutional investors have sold a total of 250,675,274 shares in the last 24 months. This volume of shares sold represents approximately $25.31B in transactions.



This page (NYSE:DIS) was last updated on 2/14/2025 by MarketBeat.com Staff
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