Walt Disney (DIS) Institutional Ownership

$103.30
-0.07 (-0.07%)
(As of 05/17/2024 ET)

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

Current
Institutional Ownership
Percentage
65.71%
Number of
Institutional Buyers
(last 12 months)
1960
Total
Institutional Inflows
(last 12 months)
$57.77B
Number of
Institutional Sellers
(last 12 months)
1881
Total
Institutional Outflows
(last 12 months)
$14.75B
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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
5/17/2024 Citizens Financial Group Inc. RI25,838$3.16M0.1%-9.1%0.001%
5/17/2024CCM Investment Advisers LLC96,361$11.79M1.4%-3.1%0.005%
5/17/2024Kozak & Associates Inc.2,157$264K0.1%-9.8%0.000%
5/17/2024 New Covenant Trust Company N.A.5,416$663K0.7%N/A0.000%
5/17/2024 Plato Investment Management Ltd42,545$5.21M0.5%+1,198.7%0.002%
5/17/2024 XML Financial LLC10,930$1.34M0.1%+5.0%0.001%
5/17/2024 iA Global Asset Management Inc.203,016$24.84M0.3%-6.4%0.011%
5/17/2024 Garner Asset Management Corp2,900$355K0.2%N/A0.000%
5/17/2024 KLCM Advisors Inc.96,410$11.80M1.5%-43.6%0.005%
5/17/2024 Brown Shipley& Co Ltd93,214$11.33M3.6%+39.1%0.005%
5/17/2024 LBP AM SA25,256$3.09M0.1%-50.7%0.001%
5/17/2024 First Western Trust Bank36,351$4.45M0.2%-8.4%0.002%
5/17/2024 Jaffetilchin Investment Partners LLC17,913$2.19M0.2%+37.3%0.001%
5/17/2024 Beacon Capital Management LLC2,100$257K0.1%+12.5%0.000%
5/17/2024 Semmax Financial Advisors Inc.11,701$1.43M0.5%-2.2%0.001%
5/17/2024 Pineridge Advisors LLC1,274$156K0.1%-8.3%0.000%
5/17/2024 Hancock Whitney Corp13,379$1.64M0.1%+5.2%0.001%
5/17/2024 Comerica Bank496,574$60.76M0.3%+2.3%0.027%
5/17/2024 Coppell Advisory Solutions Corp.4,410$540K0.1%N/A0.000%
5/17/2024 DCM Advisors LLC93,762$11.47M4.7%-9.2%0.005%
5/17/2024 Wiser Advisor Group LLC3,715$455K0.7%-25.1%0.000%
5/17/2024 Motley Fool Asset Management LLC54,003$6.61M0.4%+7.2%0.003%
5/16/2024 California State Teachers Retirement System2,968,454$363.22M0.5%+0.8%0.163%
5/16/2024 Meiji Yasuda Life Insurance Co71,209$8.71M0.2%-9.2%0.004%
5/16/2024 Innova Wealth Partners1,791$219K0.2%N/A0.000%
5/16/2024 Levin Capital Strategies L.P.50,202$6.14M0.6%-1.5%0.003%
5/16/2024 B. Riley Wealth Advisors Inc.64,401$7.88M0.2%-1.7%0.004%
5/16/2024 Ancora Advisors LLC59,029$7.22M0.2%-53.9%0.003%
5/16/2024 Fairbanks Capital Management Inc.8,921$1.09M0.8%-27.4%0.000%
5/16/2024 Whalerock Point Partners LLC33,823$4.14M1.1%-99.9%0.002%
5/16/2024 Industrial Alliance Investment Management Inc.8,714$1.07M0.4%+3.8%0.000%
5/16/2024 Iron Gate Global Advisors LLC5,668$690K0.1%-94.3%0.000%
5/16/2024 Janus Henderson Group PLC1,897,850$232.22M0.1%+663.0%0.104%
5/16/2024 Kahn Brothers Group Inc.93,932$11.49M1.7%N/A0.005%
5/16/2024 Kennedy Capital Management LLC48,244$5.90M0.1%N/A0.003%
5/16/2024 Kodai Capital Management LP548,885$67.16M1.6%N/A0.030%
5/16/2024 Bridgeway Capital Management LLC149,905$18.34M0.4%+0.9%0.008%
5/16/2024 Bayesian Capital Management LP33,387$4.09M0.4%+5.0%0.002%
5/16/2024 Waverly Advisors LLC24,680$3.02M0.1%+51.3%0.001%
5/16/2024 Silvercrest Asset Management Group LLC132,965$16.27M0.1%-6.6%0.007%
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5/16/2024 Captrust Financial Advisors247,752$30.32M0.1%-20.2%0.014%
5/16/2024 Zurich Insurance Group Ltd FI523,152$64.01M0.6%N/A0.029%
5/16/2024 Caxton Associates LP23,888$2.92M0.2%-92.0%0.001%
5/15/2024 Ascent Group LLC25,672$3.14M0.3%+6.0%0.001%
5/15/2024 Earnest Partners LLC68,342$8.36M0.0%-50.6%0.004%
5/15/2024 SVB Wealth LLC40,075$4.90M0.1%+0.6%0.002%
5/15/2024 QVR LLC2,691$329K0.1%N/A0.000%
5/15/2024 Transcendent Capital Group LLC7,912$968K0.5%+1.4%0.000%
5/15/2024 Mount Yale Investment Advisors LLC47,066$5.76M0.4%+39.3%0.003%
5/15/2024 Evergreen Wealth Solutions LLC9,802$1.20M0.9%-13.5%0.001%
5/15/2024 Public Employees Retirement System of Ohio860,366$105.27M0.4%-6.8%0.047%
5/15/2024 Blue Edge Capital LLC10,184$1.23M0.2%+62.1%0.001%
5/15/2024 London & Capital Asset Management Ltd401,146$49.08M3.7%-4.1%0.022%
5/15/2024 Public Employees Retirement Association of Colorado261,359$31.98M0.1%-3.7%0.014%
5/15/2024 Morse Asset Management Inc17,326$2.12M0.5%+1.2%0.001%
5/15/2024 Ceeto Capital Group LLC23,990$2.94M1.2%-6.6%0.001%
5/15/2024 Manhattan West Asset Management LLC24,978$3.06M0.7%+24.5%0.001%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund60,533$7.41M0.5%-7.1%0.003%
5/15/2024 Kentucky Retirement Systems139,302$17.05M0.5%-4.8%0.008%
5/15/2024 Price T Rowe Associates Inc. MD12,040,297$1.47B0.2%+2.5%0.660%
5/15/2024 BOKF NA179,858$21.86M0.4%+88.3%0.010%
5/15/2024 Kestra Advisory Services LLC194,897$23.85M0.2%+8.3%0.011%
5/15/2024 Tremblant Capital Group370,515$45.34M4.9%+115.5%0.020%
5/15/2024 Lazard Asset Management LLC2,974,234$363.93M0.4%-5.6%0.163%
5/15/2024 Bank of Nova Scotia Trust Co.45,277$5.54M0.6%+1.6%0.002%
5/15/2024 Epoch Investment Partners Inc.31,189$3.82M0.0%-9.4%0.002%
5/15/2024 LRI Investments LLC4,675$572K0.1%N/A0.000%
5/15/2024 1832 Asset Management L.P.876,003$107.19M0.1%+4.8%0.048%
5/15/2024 Linscomb Wealth Inc.2,452$300K0.0%-21.1%0.000%
5/15/2024 Truvestments Capital LLC2,268$278K0.1%-35.7%0.000%
5/15/2024 Guardian Capital Advisors LP30,150$3.41M0.4%+2.2%0.002%
5/15/2024 GABELLI & Co INVESTMENT ADVISERS INC.1,700$208K0.0%N/A0.000%
5/15/2024 Gabelli Funds LLC273,335$33.45M0.2%-2.2%0.015%
5/15/2024 Gamco Investors INC. ET AL328,320$40.17M0.4%-1.7%0.018%
5/15/2024 Stonebridge Capital Advisors LLC133,686$16.36M1.5%+0.7%0.007%
5/14/2024 Canada Pension Plan Investment Board712,121$87.14M0.1%-65.0%0.039%
5/14/2024 Guardian Capital LP27,856$3.41M0.1%-0.4%0.002%
5/14/2024 Biltmore Family Office LLC9,084$1.11M0.2%+4.5%0.000%
5/14/2024 Westwood Holdings Group Inc.5,158$631K0.0%+20.7%0.000%
5/14/2024 JT Stratford LLC5,055$619K0.1%+70.3%0.000%
5/14/2024 Capital World Investors6,267,593$766.90M0.1%+3,332.4%0.344%
5/14/2024 Capital International Sarl1,721$211K0.0%N/A0.000%
5/14/2024 Toronto Dominion Bank1,188,899$145.47M0.2%-12.3%0.065%
5/14/2024 Capital International Inc. CA 29,386$3.60M0.0%N/A0.002%
5/14/2024 Sheaff Brock Investment Advisors LLC34,010$4.16M0.3%+6.7%0.002%
5/14/2024 Sonnipe Ltd8,610$1.05M0.1%+7.2%0.000%
5/14/2024 Cadence Bank13,811$1.69M0.1%+13.4%0.001%
5/14/2024 Stamos Capital Partners L.P.44,810$5.48M1.2%-9.9%0.002%
5/14/2024 Rodgers Brothers Inc.36,735$4.50M0.6%-35.0%0.002%
5/14/2024 First Commonwealth Financial Corp PA 3,254$398K0.1%-14.5%0.000%
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5/14/2024 Advisors Asset Management Inc.25,987$3.18M0.1%+30.8%0.001%
5/14/2024 Axxcess Wealth Management LLC65,673$8.04M0.2%+16.6%0.004%
5/14/2024 EP Wealth Advisors LLC434,521$53.17M0.6%-24.0%0.024%
5/14/2024 Wellington Wealth Strategies LLC.3,107$380K0.2%N/A0.000%
5/14/2024 Freestone Capital Holdings LLC31,173$3.81M0.1%-1.5%0.002%
5/14/2024 CreativeOne Wealth LLC10,891$1.33M0.1%+34.0%0.001%
5/14/2024 Delap Wealth Advisory LLC3,208$393K0.2%N/A0.000%
5/14/2024 Vident Advisory LLC58,809$7.20M0.1%+985.8%0.003%
5/14/2024 Sculati Wealth Management LLC18,715$2.29M1.0%+0.8%0.001%
5/14/2024 Fayez Sarofim & Co424,398$51.93M0.2%-3.5%0.023%
(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, 3,522 institutional investors and hedge funds held shares of Walt Disney. The most heavily invested institutionals were Vanguard Group Inc. ($18.82B), 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 Northern Trust Corp ($2.02B).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 2,975 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), Jennison Associates LLC ($12.18M), Price T Rowe Associates Inc. MD ($10.97M), and Providence Capital Advisors LLC ($10.91M).

How much institutional buying is happening at Walt Disney?

Institutional investors have bought a total of 770,796,919 shares in the last 24 months. This purchase volume represents approximately $70.38B in transactions.

Which Walt Disney major shareholders have been selling company stock?

Of the 2,603 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: Whalerock Point Partners LLC ($32.08M), 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), 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 222,218,528 shares in the last 24 months. This volume of shares sold represents approximately $21.52B in transactions.


This page (NYSE:DIS) was last updated on 5/18/2024 by MarketBeat.com Staff

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