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Walt Disney (DIS) Institutional Ownership

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$121.36 -0.85 (-0.70%)
Closing price 03:59 PM Eastern
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$121.58 +0.22 (+0.18%)
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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)
2129
Total
Institutional Inflows
(last 12 months)
$22.33B
Number of
Institutional Sellers
(last 12 months)
2000
Total
Institutional Outflows
(last 12 months)
$12.22B
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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
7/18/2025Precision Wealth Strategies LLC11,344$1.41M0.5%N/A0.001%
7/18/2025TruNorth Capital Management LLC979$121K0.0%-52.2%0.000%
7/18/2025Newman Dignan & Sheerar Inc.8,168$1.01M0.2%+3.3%0.000%
7/18/2025Cohen Klingenstein LLC553,075$68.59M2.3%-0.2%0.031%
7/18/2025SOA Wealth Advisors LLC.8,265$1.03M0.1%-9.8%0.000%
7/18/2025Dogwood Wealth Management LLC409$50K0.0%-35.2%0.000%
7/18/2025First Pacific Financial7,806$968K0.1%+24.4%0.000%
7/18/2025Nabity Jensen Investment Management Inc5,325$660K0.5%-7.8%0.000%
7/18/2025Trilogy Capital Inc.3,558$441K0.0%-3.1%0.000%
7/18/2025QTR Family Wealth LLC2,924$363K0.2%N/A0.000%
7/18/2025Trust Co. of Vermont45,181$5.60M0.3%-5.2%0.003%
7/18/2025Forbes J M & Co. LLP10,174$1.26M0.1%-3.6%0.001%
7/18/2025Bartlett & CO. Wealth Management LLC174,744$21.76M0.3%-4.9%0.010%
7/18/2025Marino Stram & Associates LLC4,640$575K0.1%+2.2%0.000%
7/18/2025Rogco LP4,673$579K0.2%+9.9%0.000%
7/18/2025Impact Capital Partners LLC3,141$390K0.1%+8.4%0.000%
7/18/2025Forza Wealth Management LLC7,943$985K0.4%+9.1%0.000%
7/18/2025Childress Capital Advisors LLC2,749$341K0.1%+3.3%0.000%
7/18/2025OLD Point Trust & Financial Services N A7,174$890K0.4%-6.1%0.000%
7/18/2025PFG Investments LLC40,047$4.97M0.3%-0.9%0.002%
7/18/2025Consolidated Portfolio Review Corp8,180$1.01M0.1%-2.6%0.000%
7/18/2025LBP AM SA17,836$2.21M0.0%N/A0.001%
7/18/2025Victrix Investment Advisors24,482$3.04M1.3%+3.8%0.001%
7/18/2025Institute for Wealth Management LLC.46,652$5.79M0.6%-1.6%0.003%
7/18/2025Brown Shipley& Co Ltd65,998$8.18M4.5%-9.7%0.004%
7/18/2025Mitsubishi UFJ Asset Management UK Ltd.10,000$1.24M0.6%N/A0.001%
7/18/2025Sicart Associates LLC52,586$6.52M2.3%-3.8%0.003%
7/18/2025Generali Investments CEE investicni spolecnost a.s.93,582$11.61M1.0%+8.5%0.005%
7/18/2025Cooper Financial Group25,372$3.15M0.4%+21.4%0.001%
7/18/2025Truist Financial Corp1,187,583$147.27M0.2%-1.3%0.066%
7/18/2025Westhampton Capital LLC22,515$2.79M1.4%-1.3%0.001%
7/18/2025Parkside Investments LLC71,984$8.93M1.2%-18.2%0.004%
7/18/2025FMB Wealth Management2,206$274K0.1%-7.0%0.000%
7/18/2025First United Bank & Trust4,618$573K0.2%-17.7%0.000%
7/18/2025Union Bancaire Privee UBP SA13,972$1.58M0.0%+3.3%0.001%
7/17/2025Chicago Capital LLC25,232$3.13M0.1%+21.3%0.001%
7/17/2025One Wealth Advisors LLC4,139$513K0.1%+24.1%0.000%
7/17/2025Trivium Point Advisory LLC7,406$918K0.1%-74.4%0.000%
7/17/2025Greenhouse Wealth Management LLC2,977$369K0.2%-2.8%0.000%
7/17/2025Eagle Bluffs Wealth Management LLC17,017$2.12M1.0%+2.3%0.001%
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7/17/2025Robbins Farley34,301$4.25M2.0%+1.3%0.002%
7/17/2025DiNuzzo Private Wealth Inc.208$26K0.0%+82.5%0.000%
7/17/2025Park Place Capital Corp826$102K0.0%-58.7%0.000%
7/17/2025Alliance Wealth Advisors LLC20,087$2.49M1.3%-4.7%0.001%
7/17/2025Greenleaf Trust40,144$4.98M0.0%-6.4%0.002%
7/17/2025 Capital Investment Advisors LLC51,625$6.40M0.1%-2.0%0.003%
7/17/2025Centennial Wealth Advisory LLC2,397$297K0.1%N/A0.000%
7/17/2025Presper Financial Architects LLC2,117$263K0.2%N/A0.000%
7/17/2025Sterling Investment Advisors Ltd.5,448$676K0.1%-7.2%0.000%
7/17/2025Northwest Wealth Management LLC2,777$344K0.1%+8.0%0.000%
7/17/2025Summit Financial Strategies Inc.3,153$391K0.0%-6.5%0.000%
7/17/2025Raleigh Capital Management Inc.2,400$298K0.1%+8.5%0.000%
7/17/2025Asio Capital LLC23,446$2.91M0.5%+11.0%0.001%
7/17/2025Spartan Planning & Wealth Management3,696$458K0.4%N/A0.000%
7/17/2025LexAurum Advisors LLC9,099$1.13M0.2%-0.9%0.001%
7/17/2025Janney Capital Management LLC2,775$344K0.0%-4.4%0.000%
7/17/2025Claris Advisors LLC MO2,374$294K0.1%N/A0.000%
7/17/2025Janney Montgomery Scott LLC389,578$48.31M0.1%+3.0%0.022%
7/17/2025Venture Visionary Partners LLC64,721$8.03M0.3%-9.7%0.004%
7/17/2025Smith Anglin Financial LLC11,031$1.37M0.1%-2.8%0.001%
7/17/2025Smith Chas P & Associates PA Cpas5,331$661K0.0%+14.4%0.000%
7/17/2025Oakworth Capital Inc.6,600$818K0.1%-7.2%0.000%
7/17/2025SWS Partners15,977$1.98M0.5%+6.6%0.001%
7/17/2025Wolff Wiese Magana LLC460$57K0.0%+41.5%0.000%
7/17/2025Archford Capital Strategies LLC5,750$713K0.1%+50.7%0.000%
7/17/2025FARMERS & MERCHANTS TRUST Co OF LONG BEACH20,121$2.50M0.5%+7.3%0.001%
7/17/2025Moss Adams Wealth Advisors LLC4,479$555K0.1%-10.2%0.000%
7/17/2025GC Wealth Management RIA LLC17,483$2.17M0.2%+424.5%0.001%
7/17/2025Alpine Bank Wealth Management2,160$268K0.0%+11.5%0.000%
7/17/2025Hanson & Doremus Investment Management46,790$5.80M0.8%-1.3%0.003%
7/17/2025Albion Financial Group UT107,422$13.32M0.9%+2.3%0.006%
7/17/2025V Square Quantitative Management LLC34,987$4.34M0.6%-2.5%0.002%
7/17/2025Sound Income Strategies LLC3,462$429K0.0%-19.3%0.000%
7/17/2025Investment Research & Advisory Group Inc.763$95K0.0%+96.1%0.000%
7/17/2025First County Bank CT 2,577$320K0.2%-18.8%0.000%
7/17/2025Global Trust Asset Management LLC1,958$243K0.1%-20.2%0.000%
7/17/2025Clean Yield Group5,150$639K0.2%-7.0%0.000%
7/17/2025Independence Bank of Kentucky24,681$3.06M0.4%-4.9%0.001%
7/17/2025Lazari Capital Management Inc.63,087$7.82M2.9%-2.4%0.004%
7/17/2025Peoples Financial Services CORP.2,806$348K0.2%-26.6%0.000%
7/17/2025Smith Salley Wealth Management1,879$233K0.0%N/A0.000%
7/17/2025Addenda Capital Inc.67,560$8.41M0.4%-0.6%0.004%
7/17/2025City Holding Co.31,408$3.90M0.5%-5.9%0.002%
7/17/2025Argus Investors Counsel Inc.5,885$730K0.5%+2.6%0.000%
7/17/2025Grandview Asset Management LLC2,399$298K0.1%-27.2%0.000%
7/17/2025Patton Albertson Miller Group LLC37,964$4.71M0.6%+11.8%0.002%
7/17/2025Tritonpoint Wealth LLC15,698$1.96M0.2%+0.8%0.001%
7/17/2025Sonora Investment Management Group LLC90,467$11.22M0.8%+0.4%0.005%
7/17/2025Stone Summit Wealth LLC14,927$1.85M0.6%-2.3%0.001%
7/17/2025Fort Washington Investment Advisors Inc. OH868,154$107.66M0.6%+37.0%0.048%
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7/17/2025Guyasuta Investment Advisors Inc.3,488$433K0.0%+6.3%0.000%
7/17/2025Worth Financial Advisory Group LLC1,712$212K0.1%N/A0.000%
7/17/2025Financial Designs Corp2,309$286K0.2%N/A0.000%
7/17/2025Willow Creek Wealth Management Inc.4,140$514K0.0%+34.7%0.000%
7/17/2025Avior Wealth Management LLC48,526$6.01M0.2%+6.5%0.003%
7/17/2025RBA Wealth Management LLC3,231$401K0.1%-5.5%0.000%
7/17/2025TBH Global Asset Management LLC20,878$2.59M0.3%-3.5%0.001%
7/17/2025Sterneck Capital Management LLC23,525$2.92M1.5%-13.6%0.001%
7/17/2025Tiller Private Wealth Inc.3,797$471K0.2%-41.1%0.000%
7/17/2025Sage Rhino Capital LLC1,739$216K0.0%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, 3,673 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 3,010 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), Kingstone Capital Partners Texas LLC ($34.03M), Trian Fund Management L.P. ($26.44M), Jennison Associates LLC ($15.82M), Nuveen LLC ($13.71M), and Vanguard Group Inc. ($7.32M).

How much institutional buying is happening at Walt Disney?

Institutional investors have bought a total of 207,512,861 shares in the last 24 months. This purchase volume represents approximately $22.33B in transactions.

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

Of the 1,998 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 115,591,589 shares in the last 24 months. This volume of shares sold represents approximately $12.22B in transactions.



This page (NYSE:DIS) was last updated on 7/18/2025 by MarketBeat.com Staff
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