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Walt Disney (DIS) Institutional Ownership

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$112.06
-0.67 (-0.59%)
(As of 04/29/2024 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)
2068
Total
Institutional Inflows
(last 12 months)
$56.68B
Number of
Institutional Sellers
(last 12 months)
1920
Total
Institutional Outflows
(last 12 months)
$11.09B
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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
4/29/2024Benjamin F. Edwards & Company Inc.37,969$4.65M0.1%-6.3%0.002%
4/29/2024Onyx Bridge Wealth Group LLC8,672$978K0.2%-29.2%0.000%
4/29/2024Monte Financial Group LLC2,206$270K0.1%N/A0.000%
4/29/2024Insight Inv LLC17,471$2.14M1.9%+7.0%0.001%
4/29/2024Heritage Investors Management Corp381,144$46.64M1.6%+0.6%0.021%
4/29/2024RWA Wealth Partners LLC39,463$4.83M0.1%-6.7%0.002%
4/29/2024American Capital Advisory LLC629$77K0.1%+21.9%0.000%
4/29/2024Tower Bridge Advisors24,511$3.00M0.3%-47.3%0.001%
4/29/2024Schaper Benz & Wise Investment Counsel Inc. WI120,755$14.78M1.2%+0.8%0.007%
4/29/2024Crescent Grove Advisors LLC2,972$364K0.0%-18.2%0.000%
4/29/2024PBMares Wealth Management LLC6,707$821K0.2%-2.4%0.000%
4/29/2024Brio Consultants LLC1,640$201K0.0%N/A0.000%
4/29/2024Mn Services Vermogensbeheer B.V.741,270$90.70M0.7%-14.2%0.040%
4/29/2024Union Savings Bank4,001$490K0.3%-20.3%0.000%
4/29/2024RAM Investment Partners LLC2,618$320K0.1%N/A0.000%
4/29/2024Private Capital Advisors Inc.2,178$267K0.0%N/A0.000%
4/29/2024Nichols & Pratt Advisers LLP MA3,980$487K0.0%-21.5%0.000%
4/29/2024First National Bank & Trust Co. of Newtown14,208$1.74M0.4%-0.7%0.001%
4/29/2024China Universal Asset Management Co. Ltd.15,672$1.92M0.2%+30.7%0.001%
4/29/2024Marks Group Wealth Management Inc6,310$772K0.1%+4.9%0.000%
4/29/2024Bradley & Co. Private Wealth Management LLC3,879$475K0.4%-17.4%0.000%
4/29/2024Newman Dignan & Sheerar Inc.9,397$1.15M0.3%-4.3%0.001%
4/29/2024Baxter Bros Inc.61,255$7.50M1.0%-6.9%0.003%
4/27/2024 Weatherly Asset Management L. P.72,837$8.91M0.9%-2.3%0.004%
4/27/2024 White Pine Investment CO29,443$3.60M1.1%-2.0%0.002%
4/27/2024 Vigilare Wealth Management1,923$235K0.1%N/A0.000%
4/27/2024 Nadler Financial Group Inc.7,108$870K0.1%-8.2%0.000%
4/27/2024 NORTHSTAR ASSET MANAGEMENT Co LLC24,143$2.95M0.7%-4.3%0.001%
4/27/2024 Conning Inc.11,863$1.45M0.0%-2.1%0.001%
4/27/2024 Finer Wealth Management Inc.5,317$651K0.4%-16.5%0.000%
4/27/2024 Foster Victor Wealth Advisors LLC4,804$563K0.1%+53.6%0.000%
4/27/2024 K.J. Harrison & Partners Inc82,927$10.15M1.6%+43.7%0.005%
4/27/2024 McCollum Christoferson Group LLC57,704$7.06M2.0%+5.5%0.003%
4/27/2024 DORVAL Corp2,671$298K0.1%-37.1%0.000%
4/26/2024 Pinnacle Associates Ltd.167,589$20.51M0.3%-3.0%0.009%
4/26/2024 Sterling Investment Counsel LLC18,453$2.26M1.0%+13.5%0.001%
4/26/2024 Securian Asset Management Inc.108,039$13.22M0.4%-6.8%0.006%
4/26/2024 BLB&B Advisors LLC11,176$1.37M0.1%-81.5%0.001%
4/26/2024 Pavion Blue Capital LLC54,123$6.62M3.3%+5.8%0.003%
4/26/2024 UMB Bank n.a.94,840$11.61M0.2%-1.5%0.005%
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4/26/2024 Carlton Hofferkamp & Jenks Wealth Management LLC10,303$1.16M0.5%-9.6%0.001%
4/26/2024 Narwhal Capital Management69,633$8.52M0.8%-16.5%0.004%
4/26/2024 MBA Advisors LLC2,105$258K0.1%-24.8%0.000%
4/26/2024 LifeSteps Financial Inc.4,774$584K0.4%+2.3%0.000%
4/26/2024 Rocky 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%
4/26/2024 Northwest Bancshares Inc.53,610$6.56M1.0%-4.2%0.003%
4/26/2024 JNBA Financial Advisors15,486$1.90M0.2%-5.8%0.001%
4/26/2024 Yousif Capital Management LLC251,494$30.77M0.3%-1.4%0.014%
4/26/2024 Schmidt P J Investment Management Inc.4,664$571K0.1%-52.6%0.000%
4/26/2024 Farmers & Merchants Trust Co of Chambersburg PA1,420$174K0.1%-10.4%0.000%
4/26/2024 YHB Investment Advisors Inc.33,661$4.12M0.4%-7.4%0.002%
4/26/2024 SlateStone Wealth LLC38,338$4.69M0.5%-10.0%0.002%
4/26/2024 ZWJ Investment Counsel Inc.11,068$1.35M0.1%+11.5%0.001%
4/26/2024 First National Trust Co27,482$3.36M0.1%-16.8%0.001%
4/26/2024 Sage Rhino Capital LLC1,682$206K0.0%N/A0.000%
4/26/2024 McKinley Carter Wealth Services Inc.5,894$721K0.0%+1.5%0.000%
4/26/2024 Mitchell & Pahl Private Wealth LLC19,060$2.33M1.2%+4.4%0.001%
4/26/2024 Bond & Devick Financial Network Inc.2,829$346K0.2%+3.7%0.000%
4/26/2024 Guardian Investment Management3,250$398K0.3%-17.7%0.000%
4/26/2024 Clear Creek Financial Management LLC9,186$1.12M0.1%-11.3%0.001%
4/26/2024 Quantum Financial Advisors LLC2,305$282K0.0%N/A0.000%
4/26/2024 Members Trust Co1,887$231K0.0%N/A0.000%
4/26/2024 SYSTM Wealth Solutions LLC3,601$441K0.1%+15.2%0.000%
4/26/2024 Sumitomo Life Insurance Co.24,008$2.94M0.1%-3.7%0.001%
4/26/2024 First Personal Financial Services3,795$464K0.1%-18.6%0.000%
4/26/2024 Pioneer 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%
4/26/2024 Carr Financial Group Corp11,582$1.42M0.5%-1.8%0.001%
4/26/2024 MONECO Advisors LLC20,274$2.48M0.4%-0.5%0.001%
4/26/2024 Sigma Investment Counselors Inc.3,873$474K0.0%-4.8%0.000%
4/26/2024 KG&L Capital Management LLC6,033$730K0.3%+10.4%0.000%
4/26/2024 Petredis Investment Advisors LLC24,385$2.98M0.4%+1.2%0.001%
4/26/2024 AJ Advisors LLC2,565$314K0.2%+6.7%0.000%
4/26/2024 Triton Wealth Management PLLC2,353$267K0.2%N/A0.000%
4/26/2024 Checchi Capital Advisers LLC17,430$2.13M0.2%-0.9%0.001%
4/26/2024 Latitude Advisors LLC2,622$321K0.2%-17.6%0.000%
4/26/2024 Focused Investors Fund L P986,050$120.65M3.8%N/A0.054%
4/26/2024 Tritonpoint Wealth LLC20,442$2.50M0.2%-2.0%0.001%
4/26/2024 Meridian Wealth Management LLC28,473$3.48M0.6%-23.2%0.002%
4/25/2024 Alta Capital Management LLC224,997$27.53M1.7%+8.1%0.012%
4/25/2024 Jacobsen Capital Management2,960$362K0.2%+4.1%0.000%
4/25/2024 Lindbrook Capital LLC17,776$2.18M0.2%+2.9%0.001%
4/25/2024 New York State Teachers Retirement System1,805,634$220.94M0.5%-2.0%0.098%
4/25/2024 Cardinal Strategic Wealth Guidance2,195$269K0.1%-17.1%0.000%
4/25/2024 Lodestar Private Asset Management LLC3,124$382K0.1%-4.1%0.000%
4/25/2024 Center for Financial Planning Inc.3,753$459K0.1%-6.4%0.000%
4/25/2024 TRUE Private Wealth Advisors5,145$630K0.1%+8.0%0.000%
4/25/2024 Bank of New York Mellon Corp13,434,253$1.64B0.3%-32.9%0.732%
4/25/2024 Carmel Capital Partners LLC14,926$1.83M0.8%+5.1%0.001%
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4/25/2024 Strategy Asset Managers LLC52,908$6.47M1.4%-1.1%0.003%
4/25/2024 Kinneret Advisory LLC53,629$6.56M0.7%-0.3%0.003%
4/25/2024 Bridges Investment Management Inc.17,931$2.19M0.1%-2.2%0.001%
4/25/2024 Osborne Partners Capital Management LLC129,302$15.82M1.0%+32.0%0.007%
4/25/2024 Equitable Trust Co.10,422$1.28M0.1%+9.5%0.001%
4/25/2024 Schnieders Capital Management LLC13,250$1.62M0.3%-0.7%0.001%
4/25/2024 Smith Chas P & Associates PA Cpas5,364$656K0.0%+9.3%0.000%
4/25/2024 Glassy Mountain Advisors Inc.28,992$3.55M1.3%+5.2%0.002%
4/25/2024 HTLF Bank4,454$545K0.1%-9.5%0.000%
4/25/2024 Triumph Capital Management4,808$584K0.2%-35.7%0.000%
(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, 3,573 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 3,052 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 755,528,940 shares in the last 24 months. This purchase volume represents approximately $68.80B in transactions.

Which Walt Disney major shareholders have been selling company stock?

Of the 2,660 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 205,124,781 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 4/30/2024 by MarketBeat.com Staff

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