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Walt Disney (DIS) Institutional Ownership

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-0.04 (-0.04%)
(As of 04/26/2024 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)
2087
Total
Institutional Inflows
(last 12 months)
$56.80B
Number of
Institutional Sellers
(last 12 months)
1929
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
4/27/2024 Weatherly Asset Management L. P.72,837$8.91M0.9%-2.3%0.004%
4/27/2024White Pine Investment CO29,443$3.60M1.1%-2.0%0.002%
4/27/2024Vigilare Wealth Management1,923$235K0.1%N/A0.000%
4/27/2024Nadler Financial Group Inc.7,108$870K0.1%-8.2%0.000%
4/27/2024NORTHSTAR ASSET MANAGEMENT Co LLC24,143$2.95M0.7%-4.3%0.001%
4/27/2024Conning Inc.11,863$1.45M0.0%-2.1%0.001%
4/27/2024Finer Wealth Management Inc.5,317$651K0.4%-16.5%0.000%
4/27/2024Foster Victor Wealth Advisors LLC4,804$563K0.1%+53.6%0.000%
4/27/2024K.J. Harrison & Partners Inc82,927$10.15M1.6%+43.7%0.005%
4/27/2024McCollum Christoferson Group LLC57,704$7.06M2.0%+5.5%0.003%
4/27/2024DORVAL Corp2,671$298K0.1%-37.1%0.000%
4/26/2024Pinnacle Associates Ltd.167,589$20.51M0.3%-3.0%0.009%
4/26/2024Sterling Investment Counsel LLC18,453$2.26M1.0%+13.5%0.001%
4/26/2024Securian Asset Management Inc.108,039$13.22M0.4%-6.8%0.006%
4/26/2024BLB&B Advisors LLC11,176$1.37M0.1%-81.5%0.001%
4/26/2024Pavion Blue Capital LLC54,123$6.62M3.3%+5.8%0.003%
4/26/2024UMB Bank n.a.94,840$11.61M0.2%-1.5%0.005%
4/26/2024Carlton Hofferkamp & Jenks Wealth Management LLC10,303$1.16M0.5%-9.6%0.001%
4/26/2024Narwhal Capital Management69,633$8.52M0.8%-16.5%0.004%
4/26/2024MBA Advisors LLC2,105$258K0.1%-24.8%0.000%
4/26/2024LifeSteps Financial Inc.4,774$584K0.4%+2.3%0.000%
4/26/2024Rocky Mountain Advisers LLC9,953$1.22M0.4%+26.7%0.001%
4/26/2024Prestige Wealth Management Group LLC8,745$1.07M0.2%-8.9%0.000%
4/26/2024Northwest Bancshares Inc.53,610$6.56M1.0%-4.2%0.003%
4/26/2024JNBA Financial Advisors15,486$1.90M0.2%-5.8%0.001%
4/26/2024Yousif Capital Management LLC251,494$30.77M0.3%-1.4%0.014%
4/26/2024Schmidt P J Investment Management Inc.4,664$571K0.1%-52.6%0.000%
4/26/2024Farmers & Merchants Trust Co of Chambersburg PA1,420$174K0.1%-10.4%0.000%
4/26/2024YHB Investment Advisors Inc.33,661$4.12M0.4%-7.4%0.002%
4/26/2024SlateStone Wealth LLC38,338$4.69M0.5%-10.0%0.002%
4/26/2024ZWJ Investment Counsel Inc.11,068$1.35M0.1%+11.5%0.001%
4/26/2024First National Trust Co27,482$3.36M0.1%-16.8%0.001%
4/26/2024Sage Rhino Capital LLC1,682$206K0.0%N/A0.000%
4/26/2024McKinley Carter Wealth Services Inc.5,894$721K0.0%+1.5%0.000%
4/26/2024Mitchell & Pahl Private Wealth LLC19,060$2.33M1.2%+4.4%0.001%
4/26/2024Bond & Devick Financial Network Inc.2,829$346K0.2%+3.7%0.000%
4/26/2024Guardian Investment Management3,250$398K0.3%-17.7%0.000%
4/26/2024Clear Creek Financial Management LLC9,186$1.12M0.1%-11.3%0.001%
4/26/2024Quantum Financial Advisors LLC2,305$282K0.0%N/A0.000%
4/26/2024Members Trust Co1,887$231K0.0%N/A0.000%
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4/26/2024SYSTM Wealth Solutions LLC3,601$441K0.1%+15.2%0.000%
4/26/2024Sumitomo Life Insurance Co.24,008$2.94M0.1%-3.7%0.001%
4/26/2024First Personal Financial Services3,795$464K0.1%-18.6%0.000%
4/26/2024Pioneer Trust Bank N A OR61,047$7.47M2.1%+1.9%0.003%
4/26/2024 Mesirow Financial Investment Management Inc.225,859$27.64M0.6%N/A0.012%
4/26/2024Carr Financial Group Corp11,582$1.42M0.5%-1.8%0.001%
4/26/2024MONECO Advisors LLC20,274$2.48M0.4%-0.5%0.001%
4/26/2024Sigma Investment Counselors Inc.3,873$474K0.0%-4.8%0.000%
4/26/2024KG&L Capital Management LLC6,033$730K0.3%+10.4%0.000%
4/26/2024Petredis Investment Advisors LLC24,385$2.98M0.4%+1.2%0.001%
4/26/2024AJ Advisors LLC2,565$314K0.2%+6.7%0.000%
4/26/2024Triton Wealth Management PLLC2,353$267K0.2%N/A0.000%
4/26/2024Checchi Capital Advisers LLC17,430$2.13M0.2%-0.9%0.001%
4/26/2024Latitude Advisors LLC2,622$321K0.2%-17.6%0.000%
4/26/2024Focused Investors Fund L P986,050$120.65M3.8%N/A0.054%
4/26/2024Tritonpoint Wealth LLC20,442$2.50M0.2%-2.0%0.001%
4/26/2024Meridian Wealth Management LLC28,473$3.48M0.6%-23.2%0.002%
4/25/2024Alta Capital Management LLC224,997$27.53M1.7%+8.1%0.012%
4/25/2024Jacobsen Capital Management2,960$362K0.2%+4.1%0.000%
4/25/2024Lindbrook Capital LLC17,776$2.18M0.2%+2.9%0.001%
4/25/2024New York State Teachers Retirement System1,805,634$220.94M0.5%-2.0%0.098%
4/25/2024Cardinal Strategic Wealth Guidance2,195$269K0.1%-17.1%0.000%
4/25/2024Lodestar Private Asset Management LLC3,124$382K0.1%-4.1%0.000%
4/25/2024Center for Financial Planning Inc.3,753$459K0.1%-6.4%0.000%
4/25/2024TRUE Private Wealth Advisors5,145$630K0.1%+8.0%0.000%
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%
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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%
(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, 3,575 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 3,053 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 755,845,629 shares in the last 24 months. This purchase volume represents approximately $68.85B in transactions.

Which Walt Disney major shareholders have been selling company stock?

Of the 2,661 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 205,125,926 shares in the last 24 months. This volume of shares sold represents approximately $19.75B in transactions.


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This page (NYSE:DIS) was last updated on 4/28/2024 by MarketBeat.com Staff

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