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Walt Disney (DIS) Institutional Ownership

Walt Disney logo
$104.07 +1.78 (+1.74%)
Closing price 03:59 PM Eastern
Extended Trading
$103.74 -0.33 (-0.32%)
As of 07:53 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
65.71%
Number of
Institutional Buyers
(last 12 months)
2062
Total
Institutional Inflows
(last 12 months)
$29.31B
Number of
Institutional Sellers
(last 12 months)
2059
Total
Institutional Outflows
(last 12 months)
$12.68B
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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
5/20/2026CCM Investment Advisers LLC100,464$9.68M0.9%-1.2%0.006%
5/20/2026 Arete Wealth Advisors LLC458,292$44.14M2.7%-0.4%0.026%
5/20/2026SOA Wealth Advisors LLC.6,488$625K0.1%-20.3%0.000%
5/20/2026Leigh Baldwin & CO. LLC2,572$248K0.2%+5.3%0.000%
5/20/2026FinArc Investments Inc.19,435$1.87M1.8%N/A0.001%
5/19/2026 Western Wealth Management LLC29,642$2.86M0.1%+97.2%0.002%
5/19/2026 Financial Avengers Inc.50,553$4.87M2.2%+0.6%0.003%
5/19/2026 Orographic Financial Advisors LLC15,829$1.53M1.1%N/A0.001%
5/19/2026 Paragon Private Wealth Management LLC3,943$380K0.1%+5.1%0.000%
5/19/2026 NewEdge Advisors LLC178,816$17.23M0.3%-34.4%0.010%
5/19/2026 Bank of America Corp DE17,820,525$1.72B0.1%-0.7%1.026%
5/19/2026 Alexander Labrunerie & CO. Inc.3,081$297K0.1%-6.7%0.000%
5/19/2026 RBF Capital LLC3,000$289K0.0%-40.0%0.000%
5/19/2026 H&H International Investment LLC1,511,800$145.71M0.7%+112.3%0.087%
5/19/2026 Kentucky Retirement Systems134,928$13.00M0.4%+18.7%0.008%
5/19/2026 Chesapeake Wealth Management3,423$330K0.1%+3.5%0.000%
5/19/2026 Janus Henderson Group PLC6,703,179$646.05M0.3%+7.7%0.386%
5/19/2026 Centaurus Financial Inc.31,289$3.02M0.1%+4.7%0.002%
5/19/2026 Bull Harbor Capital LLC3,673$354K0.1%N/A0.000%
5/19/2026 Strategic Investment Advisors MI7,390$712K0.0%+103.0%0.000%
5/19/2026 Ashton Thomas Securities LLC29,255$2.82M0.4%-11.1%0.002%
5/19/2026 Smith Group Asset Management LLC272,550$26.27M1.3%+11.4%0.016%
5/18/2026 Sunbelt Securities Inc.7,510$724K0.0%-24.3%0.000%
5/18/2026 Guardian Partners Inc.32,991$3.19M0.3%+0.3%0.002%
5/18/2026 MSA Advisors LLC17,190$1.66M0.5%-39.9%0.001%
5/18/2026 Amundi11,349,651$1.09B0.3%+2.5%0.654%
5/18/2026 Constant Guidance Financial LLC9,858$950K0.7%-31.6%0.001%
5/18/2026 EverSource Wealth Advisors LLC10,652$1.03M0.0%+35.6%0.001%
5/18/2026 Talon Private Wealth LLC10,472$1.01M0.1%N/A0.001%
5/18/2026 California State Teachers Retirement System2,728,432$262.97M0.3%-3.0%0.157%
5/18/2026 Resources Management Corp CT ADV2,592$250K0.0%-20.2%0.000%
5/18/2026 Regal Partners Ltd230,300$22.20M1.2%N/A0.013%
5/18/2026 Empowered Funds LLC317,573$30.61M0.2%+92.4%0.018%
5/18/2026 Evelyn Partners Asset Management Ltd73,761$7.11M1.8%-15.6%0.004%
5/18/2026 Evelyn Partners Investment Management LLP111,068$10.71M0.3%-2.6%0.006%
5/18/2026 Evelyn Partners Investment Management Services Ltd85,308$8.22M1.0%-45.9%0.005%
5/18/2026 Evercore Wealth Management LLC35,705$3.44M0.1%-4.9%0.002%
5/16/2026 The Manufacturers Life Insurance Company 2,861,360$275.78M0.2%+0.6%0.165%
5/16/2026 Socorro Asset Management LP70,717$6.82M3.1%-4.6%0.004%
5/16/2026 KCM Investment Advisors LLC23,892$2.30M0.1%-3.5%0.001%
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5/16/2026 Glen Eagle Advisors LLC2,818$272K0.0%-9.4%0.000%
5/16/2026 Maverick Capital Ltd.7,317$705K0.0%-99.0%0.000%
5/16/2026 Quantinno Capital Management LP756,327$72.90M0.1%+25.5%0.044%
5/16/2026 SummitTX Capital L.P.14,816$1.43M0.0%N/A0.001%
5/16/2026 Lazard Asset Management LLC987,573$95.18M0.2%-21.7%0.057%
5/15/2026 Gateway Wealth Partners LLC11,839$1.14M0.0%+253.3%0.001%
5/15/2026 Turim 21 Investimentos Ltda.14,169$1.37M0.4%-6.7%0.001%
5/15/2026 Quadcap Wealth Management LLC4,420$426K0.0%-13.2%0.000%
5/15/2026 Weiss Asset Management LP7,200$694K0.0%N/A0.000%
5/15/2026 Cypress Capital Group30,782$2.97M0.3%+2.3%0.002%
5/15/2026 Everest Financial Group LLC2,657$256K0.0%+45.0%0.000%
5/15/2026 OMERS ADMINISTRATION Corp92,890$8.95M0.1%+26.8%0.005%
5/15/2026 44 Wealth Management LLC16,412$1.58M0.6%+198.1%0.001%
5/15/2026 FreeGulliver LLC2,754$265K0.1%-22.3%0.000%
5/15/2026 Van Diest Capital LLC10,964$1.06M0.8%+156.3%0.001%
5/15/2026 Bradley Foster & Sargent Inc. CT78,546$7.57M0.1%-10.0%0.005%
5/15/2026 Lombard Odier Asset Management Switzerland SA88,231$8.50M0.3%+5.6%0.005%
5/15/2026 Windsor Advisory Group LLC10,082$972K0.8%+297.9%0.001%
5/15/2026 Waverly Advisors LLC188,333$18.15M0.1%-5.7%0.011%
5/15/2026 Asset Management Group Inc.55,146$5.32M0.9%+8.9%0.003%
5/15/2026 Punch & Associates Investment Management Inc.116,115$11.19M0.6%-0.2%0.007%
5/15/2026 Van Den Berg Management I Inc.66,356$6.40M1.5%-0.2%0.004%
5/15/2026 Wealth Alliance LLC18,897$1.82M0.2%-2.5%0.001%
5/15/2026 Cumberland Partners Ltd18,478$1.78M0.1%-47.1%0.001%
5/15/2026 Vivaldi Capital Management LP4,248$409K0.1%-4.1%0.000%
5/15/2026 Entropy Technologies LP182,496$17.59M0.8%+324.9%0.011%
5/15/2026 TCM Advisors LLC6,203$598K0.0%+12.7%0.000%
5/15/2026 Empirical Finance LLC60,950$5.87M0.3%-0.2%0.004%
5/15/2026 Bridgewater Advisors Inc.28,305$2.97M0.2%-1.5%0.002%
5/15/2026 Boreal Capital Management LLC325$31K0.0%-35.8%0.000%
5/15/2026 Cannell & Spears LLC377,009$36.31M0.7%+1.7%0.022%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund507,869$48.95M0.1%-67.4%0.029%
5/14/2026 Dai ichi Life Insurance Company Ltd61,222$5.90M0.2%-1.8%0.004%
5/14/2026 Gabelli Funds LLC329,765$31.78M0.2%+48.9%0.019%
5/14/2026 Gamco Investors INC. ET AL249,026$24.00M0.2%-15.1%0.014%
5/14/2026 Hilltop Holdings Inc.11,309$1.09M0.1%-24.3%0.001%
5/14/2026 GC Wealth Management RIA LLC24,931$2.40M0.1%-2.1%0.001%
5/14/2026 Public Employees Retirement System of Ohio731,760$70.53M0.2%-1.1%0.042%
5/14/2026 Compound Planning Inc.29,895$2.88M0.1%-11.1%0.002%
5/14/2026 Klingman & Associates LLC6,577$634K0.0%+2.8%0.000%
5/14/2026 CLG LLC2,764$266K0.1%-4.5%0.000%
5/14/2026 Modern Wealth Management LLC13,273$1.28M0.0%-2.5%0.001%
5/14/2026 Keebeck Wealth Management2,766$267K0.0%+6.9%0.000%
5/14/2026 Arrowstreet Capital Limited Partnership14,272,449$1.38B0.7%+13.6%0.822%
5/14/2026 Caxton Associates LLP26,537$2.56M0.1%N/A0.002%
5/14/2026 Clarkston Capital Partners LLC32,696$3.15M0.2%-86.6%0.002%
5/14/2026 Inceptionr LLC23,042$2.22M0.5%N/A0.001%
5/14/2026 Bowen Hanes & Co. Inc.7,695$742K0.0%-26.3%0.000%
5/14/2026 Bank of Nova Scotia339,587$32.73M0.1%-78.3%0.020%
5/14/2026 Gibbs Wealth Management26,143$2.52M0.3%+111.8%0.002%
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5/14/2026 Sei Investments Co.1,014,044$97.73M0.1%+42.9%0.058%
5/14/2026 Keynote Financial Services LLC4,762$459K0.2%-6.9%0.000%
5/14/2026 Davis R M Inc.18,871$1.82M0.0%+3.9%0.001%
5/14/2026 Lido Advisors LLC201,309$19.40M0.1%-3.1%0.012%
5/14/2026 Monograph Wealth Advisors LLC14,901$1.44M0.1%+21.5%0.001%
5/13/2026 GSG Advisors LLC3,037$293K0.1%+4.5%0.000%
5/13/2026 Coronation Fund Managers Ltd.166,477$16.05M0.7%-39.6%0.010%
5/13/2026 Wealthspire Retirement LLC2,117$204K0.0%-6.2%0.000%
5/13/2026 Levin Capital Strategies L.P.13,500$1.30M0.1%+0.9%0.001%
5/13/2026 Clearwater Capital Advisors LLC3,525$340K0.0%+6.7%0.000%


DIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,676 institutional investors and hedge funds held shares of Walt Disney. The most heavily invested institutionals were Vanguard Group Inc. ($18.13B), State Street Corp ($9.60B), Geode Capital Management LLC ($4.60B), J. Stern & Co. LLP ($4.34B), Kingstone Capital Partners Texas LLC ($4.22B), Morgan Stanley ($4.03B), and FMR LLC ($3.65B).Learn more on Walt Disney's institutional investors.

65.71% of Walt Disney's stock is owned by institutional investors. Learn more on DIS's institutional investor holdings.

Of the 2,997 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: Norges Bank ($63.80M), J. Stern & Co. LLP ($37.80M), Kingstone Capital Partners Texas LLC ($34.03M), Nuveen LLC ($13.71M), Boston Partners ($11.23M), Viking Global Investors LP ($11.19M), and Arrowstreet Capital Limited Partnership ($9.83M).

Institutional investors have bought a total of 250,453,914 shares in the last 24 months. This purchase volume represents approximately $29.31B in transactions.

Of the 2,057 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: Jennison Associates LLC ($6.85M), State Farm Mutual Automobile Insurance Co. ($4.67M), Bank of New York Mellon Corp ($4.26M), Assenagon Asset Management S.A. ($4.20M), Massachusetts Financial Services Co. MA ($4.06M), Amundi ($4.06M), and Laurel Wealth Advisors LLC ($2.81M).

Institutional investors have sold a total of 110,397,589 shares in the last 24 months. This volume of shares sold represents approximately $12.68B in transactions.



This page (NYSE:DIS) was last updated on 5/20/2026 by MarketBeat.com Staff.
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