Walt Disney Company (DIS) Ownership

92.50 ↓2.67 (-2.81%)
As of November 28, 2023, 3:59pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Walt Disney Company (DIS), owning a total of 149.9 million shares. Combined, the top 29 institutional holders of DIS own 42.48% of the company with a total of 758.9 million shares.

In the latest ownership report on September 30th 2023, the top 29 institutional holders decreased their combined ownership of DIS by 1.3 million shares. 5 institutions bought 6,823,513 total additional shares and increased their ownership by an average of 8.51%. However 5 institutions sold 8,100,252 total shares and decreased their ownership by an average of 8.73%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Walt Disney Company decreased by a net total of -1,276,739 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc8.416%0.668%149,887,754994,5752023-09-30
State Street Corporation4.077%-0.732%72,607,200-535,2732023-09-30
State Farm Mutual Automobile Ins Co1.887%-0.505%33,613,312-170,5002023-09-30
Northern Trust Corp1.396%10.609%24,859,4762,384,4072023-09-30
Bank of New York Mellon Corp1.167%1.058%20,776,815217,5672023-09-30
Franklin Resources Inc0.731%19.023%13,018,5872,080,7502023-09-30
Newport Trust Co.0.704%-1.445%12,541,954-183,8592023-09-30
T. Rowe Price Associates, Inc.0.649%-36.871%11,553,306-6,747,7012023-09-30
Massachusetts Financial Services Company0.640%11.176%11,402,1281,146,2142023-09-30
Legal & General Group PLC0.608%-4.098%10,834,154-462,9192023-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc8.416%0.668%149,887,754994,5752023-09-30
BlackRock Inc6.848%0.424%121,963,009514,2882023-06-30
State Street Corporation4.077%-0.732%72,607,200-535,2732023-09-30
Morgan Stanley - Brokerage Accounts2.477%-1.288%44,122,932-575,6032023-06-30
State Farm Mutual Automobile Ins Co1.887%-0.505%33,613,312-170,5002023-09-30
Geode Capital Management, LLC1.867%2.311%33,246,496751,0342023-06-30
OFI Invest Asset Management1.662%0.000%30,411,68430,411,6842023-03-31
Northern Trust Corp1.396%10.609%24,859,4762,384,4072023-09-30
Bank of New York Mellon Corp1.167%1.058%20,776,815217,5672023-09-30
Bank of America Corp0.968%-9.557%17,236,490-1,821,3602023-06-30
NORGES BANK0.903%11.532%16,494,8761,705,4402022-12-31
Royal Bank of Canada0.795%-2.112%14,149,237-305,2532023-06-30
Franklin Resources Inc0.731%19.023%13,018,5872,080,7502023-09-30
Newport Trust Co.0.704%-1.445%12,541,954-183,8592023-09-30
Wellington Management Company LLP0.676%-5.803%12,030,651-741,1362023-06-30
Loomis, Sayles & Company LP0.669%7.037%11,910,857783,0642023-06-30
T. Rowe Price Associates, Inc.0.649%-36.871%11,553,306-6,747,7012023-09-30
Massachusetts Financial Services Company0.640%11.176%11,402,1281,146,2142023-09-30
Nuveen Asset Management, LLC0.619%-1.063%11,025,016-118,4682023-06-30
Legal & General Group PLC0.608%-4.098%10,834,154-462,9192023-09-30
Amundi0.575%-2.237%10,244,973-234,4302023-06-30
FMR Inc0.543%-23.778%9,913,304-3,092,5882022-12-31
Goldman Sachs Group Inc0.546%7.390%9,719,640668,8422023-06-30
Charles Schwab Investment Management Inc0.538%-0.298%9,574,252-28,6372023-06-30
AllianceBernstein L.P.0.513%3.896%9,379,282351,7472023-03-31
ClearBridge Advisors, LLC0.514%16.006%9,363,5891,291,9342022-06-30
UBS Asset Mgmt Americas Inc0.503%3.286%9,183,756292,1672022-12-31
Trian Fund Management LP0.494%0.000%9,029,8009,029,8002022-12-31
Wells Fargo & Co0.497%-12.633%8,842,207-1,278,5842022-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Walt Disney Company (DIS), owning a total of 57.3 million shares. Combined, the top 28 mutual fund holders of DIS own 21.18% of the company with a total of 379 million shares.

In the latest ownership report on October 31st 2023, the top 28 fund holders increased their combined ownership of DIS by 804 thousand shares. 9 funds bought 953,065 total additional shares and increased their ownership by an average of 0.53%. However 3 funds sold 149,075 total shares and decreased their ownership by an average of 0.53%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Walt Disney Company increased by a net total of 803,990 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.216%0.483%57,273,155275,2372023-10-31
Vanguard Institutional 500 Index Trust2.481%0.487%44,189,402214,0572023-10-31
SPDR® S&P 500 ETF Trust1.151%1.236%20,495,910250,2402023-10-31
iShares Core S&P 500 ETF0.995%-0.031%17,725,166-5,4552023-10-31
Vanguard Growth Index Investor0.900%0.882%16,030,695140,1662023-10-31
Vanguard Institutional Index I0.686%-0.461%12,221,946-56,6352023-10-31
State St S&P 500® Indx SL Cl III0.489%0.018%8,710,2461,6002023-10-31
Communication Services Sel Sect SPDR®ETF0.443%-1.090%7,890,932-86,9852023-10-31
SPDR® Dow Jones Industrial Avrg ETF Tr0.303%0.553%5,395,47029,6462023-10-31
iShares Russell 1000 Value ETF0.267%0.251%4,760,23511,9362023-10-31
Templeton Growth A0.221%0.000%3,927,55002023-10-31
Schwab® S&P 500 Index0.204%0.545%3,635,56919,6892023-10-31
VanEck Morningstar Wide Moat ETF0.188%0.315%3,339,08810,4942023-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.216%0.483%57,273,155275,2372023-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr3.177%2.049%56,586,0501,136,2312023-03-31
Vanguard Institutional 500 Index Trust2.481%0.487%44,189,402214,0572023-10-31
Vanguard 500 Index Investor2.405%0.562%44,009,212246,0962023-08-31
Fidelity® 500 Index1.180%0.400%21,017,59483,7502023-09-30
SPDR® S&P 500 ETF Trust1.151%1.236%20,495,910250,2402023-10-31
iShares Core S&P 500 ETF0.995%-0.031%17,725,166-5,4552023-10-31
Vanguard Growth Index Investor0.900%0.882%16,030,695140,1662023-10-31
Vanguard Institutional Index I0.686%-0.461%12,221,946-56,6352023-10-31
State St S&P 500® Indx SL Cl III0.489%0.018%8,710,2461,6002023-10-31
Communication Services Sel Sect SPDR®ETF0.443%-1.090%7,890,932-86,9852023-10-31
Blackrock Eq Idx Fund CF0.365%-1.506%6,493,271-99,2952023-09-30
Blackrock Equity Index Non-Lendable0.346%0.000%6,326,3216,326,3212022-06-30
SPDR® Dow Jones Industrial Avrg ETF Tr0.303%0.553%5,395,47029,6462023-10-31
Russell 1000 Index Fund0.291%0.530%5,311,26928,0132022-06-30
iShares Russell 1000 Value ETF0.267%0.251%4,760,23511,9362023-10-31
Vanguard PRIMECAP Inv0.241%7.226%4,299,554289,7492023-09-30
Vanguard Wellington™ Inv0.234%17.098%4,280,431625,0072023-06-30
NT S&P 500 Index Fund - NL0.226%-0.172%4,018,628-6,9372023-09-30
Templeton Growth A0.221%0.000%3,927,55002023-10-31
Templeton Growth Inc A0.215%0.000%3,927,55002023-09-30
MS INVF Global Opportunity Z0.212%0.000%3,767,31602023-06-30
Loomis Sayles Growth Y0.210%19.357%3,731,093605,0972023-09-30
Schwab® S&P 500 Index0.204%0.545%3,635,56919,6892023-10-31
AMOne Global ESG Hi Quality Gr Eq MF0.189%-4.247%3,372,353-149,5592023-07-14
VanEck Morningstar Wide Moat ETF0.188%0.315%3,339,08810,4942023-10-31
Fidelity® Total Market Index0.175%0.398%3,202,29912,6892023-07-31
iShares Core S&P 500 ETF USD Acc0.168%0.335%3,067,03610,2422023-06-30

Discussions

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145zip

$DIS my lotto for earnings

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leahmccourt

$DIS Tendie tickets on discount today!!!

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