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Walt Disney (DIS) Institutional Ownership

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$101.12 -1.77 (-1.72%)
As of 02:59 PM Eastern
This is a fair market value 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)
2064
Total
Institutional Inflows
(last 12 months)
$29.22B
Number of
Institutional Sellers
(last 12 months)
2057
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
6/1/2026First Nebraska Trust Co8,743$843K0.1%N/A0.001%
6/1/2026Flagship Wealth Advisors LLC584$56K0.0%-73.3%0.000%
6/1/2026Foguth Wealth Management LLC.3,469$353K0.0%+9.6%0.000%
6/1/2026Financial Solutions Advisory Group Inc.7,934$765K0.1%N/A0.000%
6/1/2026Integrated Investment Consultants LLC13,062$1.26M0.3%-1.1%0.001%
6/1/2026Keel Point LLC24,917$2.40M0.2%-2.2%0.001%
5/29/2026 Krane Financial Solutions LLC2,596$250K0.2%N/A0.000%
5/29/2026 Asset Dedication LLC11,654$1.12M0.1%-31.5%0.001%
5/28/2026 Maripau Wealth Management LLC2,447$236K0.1%+13.4%0.000%
5/27/2026 Allen Capital Group LLC2,096$202K0.0%-17.4%0.000%
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5/26/2026 Glenmede Trust Co. NA460,035$44.34M0.2%+22.9%0.026%
5/22/2026 Summitry LLC10,918$1.05M0.0%+169.2%0.001%
5/22/2026 Groupama Asset Managment254,138$24.49M0.4%-5.2%0.015%
5/22/2026 WNY Asset Management LLC8,432$813K0.1%N/A0.000%
5/22/2026 Wellington Grp LLC10,697$1.03M0.3%+39.4%0.001%
5/22/2026 Verus Capital Partners LLC22,401$2.16M0.1%-3.9%0.001%
5/21/2026 Raab & Moskowitz Asset Management LLC9,228$889K0.2%-22.8%0.001%
5/21/2026 Vestor Capital LLC943$91K0.0%-37.1%0.000%
5/21/2026 Groupe la Francaise55,355$5.32M0.1%+3.2%0.003%
5/20/2026 CCM 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%
5/20/2026 SOA Wealth Advisors LLC.6,488$625K0.1%-20.3%0.000%
5/20/2026 Leigh Baldwin & CO. LLC2,572$248K0.2%+5.3%0.000%
5/20/2026 FinArc 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%
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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%
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%
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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%


DIS Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,675 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 2,996 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 249,451,819 shares in the last 24 months. This purchase volume represents approximately $29.22B 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 110,417,855 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 6/2/2026 by MarketBeat.com Staff.
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