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Walt Disney (DIS) Institutional Ownership

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$112.74
-1.18 (-1.04%)
(As of 04/25/2024 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)
2092
Total
Institutional Inflows
(last 12 months)
$56.72B
Number of
Institutional Sellers
(last 12 months)
1924
Total
Institutional Outflows
(last 12 months)
$11.22B
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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
4/25/2024Bank of New York Mellon Corp13,434,253$1.64B0.3%-32.9%0.732%
4/25/2024Carmel Capital Partners LLC14,926$1.83M0.8%+5.1%0.001%
4/25/2024Strategy Asset Managers LLC52,908$6.47M1.4%-1.1%0.003%
4/25/2024Kinneret Advisory LLC53,629$6.56M0.7%-0.3%0.003%
4/25/2024Bridges Investment Management Inc.17,931$2.19M0.1%-2.2%0.001%
4/25/2024Osborne Partners Capital Management LLC129,302$15.82M1.0%+32.0%0.007%
4/25/2024Equitable Trust Co.10,422$1.28M0.1%+9.5%0.001%
4/25/2024Schnieders Capital Management LLC13,250$1.62M0.3%-0.7%0.001%
4/25/2024Smith Chas P & Associates PA Cpas5,364$656K0.0%+9.3%0.000%
4/25/2024Glassy Mountain Advisors Inc.28,992$3.55M1.3%+5.2%0.002%
4/25/2024HTLF Bank4,454$545K0.1%-9.5%0.000%
4/25/2024Triumph Capital Management4,808$584K0.2%-35.7%0.000%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 408,572$49.99M0.2%+5.5%0.022%
4/25/2024L.M. Kohn & Company17,539$2.15M0.6%-0.9%0.001%
4/25/2024Benedict Financial Advisors Inc.2,096$256K0.1%N/A0.000%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund300,500$36.77M0.4%+2.2%0.016%
4/25/2024GFS Advisors LLC285,746$34.96M5.8%+13.0%0.016%
4/25/2024Aaron Wealth Advisors LLC9,408$1.15M0.2%+24.4%0.001%
4/25/2024Eudaimonia Partners LLC6,849$838K0.2%-4.5%0.000%
4/25/2024 Valeo Financial Advisors LLC107,565$13.16M0.4%-7.6%0.006%
4/25/2024WestHill Financial Advisors Inc.2,401$294K0.1%-20.2%0.000%
4/25/2024Olistico Wealth LLC1,842$225K0.2%N/A0.000%
4/25/2024Long Run Wealth Advisors LLC2,204$270K0.1%N/A0.000%
4/25/2024Peterson Financial Group Inc.15,243$1.87M1.1%+41.6%0.001%
4/25/2024Grace & White Inc. NY3,500$428K0.1%-29.3%0.000%
4/25/2024Telos Capital Management Inc.74,007$9.06M1.0%-1.0%0.004%
4/25/2024Argus Investors Counsel Inc.12,060$1.48M0.9%-18.3%0.001%
4/25/2024 IFG Advisors LLC4,373$535K0.1%-2.0%0.000%
4/25/2024 Summit Financial LLC11,686$1.43M0.1%-8.4%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.407,881$49.91M0.2%+3.0%0.022%
4/24/2024 Private Trust Co. NA14,200$1.74M0.2%+11.3%0.001%
4/24/2024 Leavell Investment Management Inc.43,856$5.37M0.3%-2.1%0.002%
4/24/2024 Krilogy Financial LLC29,885$3.66M0.3%-27.7%0.002%
4/24/2024 PSI Advisors LLC3,162$387K0.1%-21.8%0.000%
4/24/2024 Patton Albertson Miller Group LLC45,565$5.58M0.8%+20.5%0.002%
4/24/2024 Keene & Associates Inc.33,795$4.14M3.1%+10.5%0.002%
4/24/2024 Zhang Financial LLC1,966$241K0.0%N/A0.000%
4/24/2024 Family Legacy Inc.13,112$1.60M0.6%-8.0%0.001%
4/24/2024 CENTRAL TRUST Co34,913$4.27M0.1%-10.8%0.002%
4/24/2024 V Square Quantitative Management LLC31,152$3.81M0.6%+37.2%0.002%
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4/24/2024 1900 Wealth Management LLC2,114$259K0.0%-15.2%0.000%
4/24/2024 Activest Wealth Management1,791$219K0.1%+51.5%0.000%
4/24/2024 Oxler Private Wealth LLC7,507$919K0.4%-1.5%0.000%
4/24/2024 Berkshire Bank24,095$2.95M0.7%-4.7%0.001%
4/24/2024 Newbridge Financial Services Group Inc.5,966$730K0.3%-56.5%0.000%
4/24/2024 Family Capital Trust Co45,460$5.56M1.9%+2.9%0.002%
4/24/2024 Blue Bell Private Wealth Management LLC1,728$211K0.0%-6.5%0.000%
4/24/2024 Townsend & Associates Inc136,934$15.57M1.8%+1.2%0.007%
4/24/2024 Adams Diversified Equity Fund Inc.118,900$14.55M0.5%N/A0.006%
4/24/2024 Premier Path Wealth Partners LLC20,887$2.55M0.5%+2.1%0.001%
4/24/2024 Conscious Wealth Investments LLC5,184$590K0.4%-20.7%0.000%
4/24/2024 Hedges Asset Management LLC8,525$1.04M0.7%+3.3%0.000%
4/24/2024 Hartford Financial Management Inc.42,563$5.21M1.1%-0.3%0.002%
4/24/2024 Round Rock Advisors LLC3,222$394K0.1%+23.4%0.000%
4/24/2024 Dakota Wealth Management206,837$25.31M0.6%+155.0%0.011%
4/24/2024 SOL Capital Management CO27,517$3.37M0.4%+5.5%0.002%
4/24/2024 Harvey Investment Co. LLC5,788$708K0.1%-3.3%0.000%
4/24/2024 Simplicity Wealth LLC120,145$14.70M0.3%N/A0.007%
4/24/2024 Archford Capital Strategies LLC4,854$594K0.1%+39.3%0.000%
4/24/2024 NBT Bank N A NY75,975$9.30M0.7%-5.4%0.004%
4/24/2024 First Fiduciary Investment Counsel Inc.119,713$14.65M3.0%-5.5%0.007%
4/24/2024 Wells Trecaso Financial Group LLC42,155$5.16M1.8%+4.4%0.002%
4/24/2024 Ackerman Capital Advisors LLC2,573$315K0.1%-24.8%0.000%
4/24/2024 Childress Capital Advisors LLC2,591$317K0.1%N/A0.000%
4/24/2024 Spire Wealth Management45,474$5.56M0.2%-0.7%0.002%
4/24/2024 Buttonwood Financial Advisors Inc.26,396$3.23M1.5%+10.0%0.001%
4/24/2024 First Pacific Financial6,913$846K0.2%+14.5%0.000%
4/24/2024 Gemmer Asset Management LLC4,529$554K0.1%+5.8%0.000%
4/24/2024 Essex Financial Services Inc.16,642$2.04M0.2%+13.0%0.001%
4/24/2024 H&H Retirement Design & Management INC5,266$590K0.4%N/A0.000%
4/24/2024 Bar Harbor Wealth Management45,222$5.53M0.4%+4.4%0.002%
4/24/2024 West Branch Capital LLC1,204$147K0.1%+493.1%0.000%
4/23/2024 Wetzel Investment Advisors Inc.1,471$165K0.1%+7.5%0.000%
4/23/2024 IRON Financial LLC1,671$204K0.1%N/A0.000%
4/23/2024 Godsey & Gibb Inc.161,961$19.82M2.1%+3.2%0.009%
4/23/2024 Charter Oak Capital Management LLC3,955$484K0.1%+3.2%0.000%
4/23/2024 Iowa State Bank23,376$2.86M0.6%+3.2%0.001%
4/23/2024 James J. Burns & Company LLC1,946$239K0.1%-29.8%0.000%
4/23/2024Busey Bank194,726$23.83M0.8%-1.1%0.011%
4/23/2024 BSW Wealth Partners14,293$1.75M0.3%+3.5%0.001%
4/23/2024 Sky Investment Group LLC26,596$3.25M0.6%+24.6%0.001%
4/23/2024 Absher Wealth Management LLC18,512$2.27M0.3%+0.6%0.001%
4/23/2024 Bfsg LLC2,617$320K0.0%-32.4%0.000%
4/23/2024 Milestone Asset Management LLC7,318$895K0.3%+14.6%0.000%
4/23/2024 Eads & Heald Wealth Management11,374$1.39M0.6%+15.0%0.001%
4/23/2024 Global Retirement Partners LLC50,403$6.17M0.2%+0.6%0.003%
4/23/2024 Cornell Pochily Investment Advisors Inc.6,779$830K0.3%-2.1%0.000%
4/23/2024 Swisher Financial Concepts Inc.2,137$251K0.2%N/A0.000%
4/23/2024 Twin Peaks Wealth Advisors LLC2,687$329K0.2%+6.7%0.000%
4/23/2024 TriaGen Wealth Management LLC22,720$2.78M1.2%+86.4%0.001%
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4/23/2024 PFG Private Wealth Management LLC412$50K0.0%+32.1%0.000%
4/23/2024 LaFleur & Godfrey LLC5,042$617K0.1%-23.0%0.000%
4/23/2024 Morton Brown Family Wealth LLC1,289$158K0.1%-19.4%0.000%
4/23/2024 Louisiana State Employees Retirement System106,800$13.07M0.3%-3.4%0.006%
4/23/2024 Sage Mountain Advisors LLC5,050$618K0.1%+29.5%0.000%
4/23/2024 Moody Lynn & Lieberson LLC9,681$1.19M0.1%-1.4%0.001%
4/23/2024 United Asset Strategies Inc.56,673$6.93M0.7%+1.1%0.003%
4/23/2024 Wealth Advisory Solutions LLC6,882$842K0.2%-11.3%0.000%
4/23/2024 WASHINGTON TRUST Co122,945$15.04M0.6%+24.8%0.007%
4/23/2024 Canvas Wealth Advisors LLC2,055$232K0.1%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, 3,577 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 3,060 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 755,279,214 shares in the last 24 months. This purchase volume represents approximately $68.79B in transactions.

Which Walt Disney major shareholders have been selling company stock?

Of the 2,667 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 205,978,860 shares in the last 24 months. This volume of shares sold represents approximately $19.87B in transactions.


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This page (NYSE:DIS) was last updated on 4/26/2024 by MarketBeat.com Staff

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