Walt Disney Company (DIS) Ownership

92.50 ↓2.67 (-2.81%)

As of November 28, 2023, 3:59pm EST.

Institutions
Mutual Funds

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

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.416%	0.668%	149,887,754	994,575	2023-09-30
State Street Corporation	4.077%	-0.732%	72,607,200	-535,273	2023-09-30
State Farm Mutual Automobile Ins Co	1.887%	-0.505%	33,613,312	-170,500	2023-09-30
Northern Trust Corp	1.396%	10.609%	24,859,476	2,384,407	2023-09-30
Bank of New York Mellon Corp	1.167%	1.058%	20,776,815	217,567	2023-09-30
Franklin Resources Inc	0.731%	19.023%	13,018,587	2,080,750	2023-09-30
Newport Trust Co.	0.704%	-1.445%	12,541,954	-183,859	2023-09-30
T. Rowe Price Associates, Inc.	0.649%	-36.871%	11,553,306	-6,747,701	2023-09-30
Massachusetts Financial Services Company	0.640%	11.176%	11,402,128	1,146,214	2023-09-30
Legal & General Group PLC	0.608%	-4.098%	10,834,154	-462,919	2023-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.416%	0.668%	149,887,754	994,575	2023-09-30
BlackRock Inc	6.848%	0.424%	121,963,009	514,288	2023-06-30
State Street Corporation	4.077%	-0.732%	72,607,200	-535,273	2023-09-30
Morgan Stanley - Brokerage Accounts	2.477%	-1.288%	44,122,932	-575,603	2023-06-30
State Farm Mutual Automobile Ins Co	1.887%	-0.505%	33,613,312	-170,500	2023-09-30
Geode Capital Management, LLC	1.867%	2.311%	33,246,496	751,034	2023-06-30
OFI Invest Asset Management	1.662%	0.000%	30,411,684	30,411,684	2023-03-31
Northern Trust Corp	1.396%	10.609%	24,859,476	2,384,407	2023-09-30
Bank of New York Mellon Corp	1.167%	1.058%	20,776,815	217,567	2023-09-30
Bank of America Corp	0.968%	-9.557%	17,236,490	-1,821,360	2023-06-30
NORGES BANK	0.903%	11.532%	16,494,876	1,705,440	2022-12-31
Royal Bank of Canada	0.795%	-2.112%	14,149,237	-305,253	2023-06-30
Franklin Resources Inc	0.731%	19.023%	13,018,587	2,080,750	2023-09-30
Newport Trust Co.	0.704%	-1.445%	12,541,954	-183,859	2023-09-30
Wellington Management Company LLP	0.676%	-5.803%	12,030,651	-741,136	2023-06-30
Loomis, Sayles & Company LP	0.669%	7.037%	11,910,857	783,064	2023-06-30
T. Rowe Price Associates, Inc.	0.649%	-36.871%	11,553,306	-6,747,701	2023-09-30
Massachusetts Financial Services Company	0.640%	11.176%	11,402,128	1,146,214	2023-09-30
Nuveen Asset Management, LLC	0.619%	-1.063%	11,025,016	-118,468	2023-06-30
Legal & General Group PLC	0.608%	-4.098%	10,834,154	-462,919	2023-09-30
Amundi	0.575%	-2.237%	10,244,973	-234,430	2023-06-30
FMR Inc	0.543%	-23.778%	9,913,304	-3,092,588	2022-12-31
Goldman Sachs Group Inc	0.546%	7.390%	9,719,640	668,842	2023-06-30
Charles Schwab Investment Management Inc	0.538%	-0.298%	9,574,252	-28,637	2023-06-30
AllianceBernstein L.P.	0.513%	3.896%	9,379,282	351,747	2023-03-31
ClearBridge Advisors, LLC	0.514%	16.006%	9,363,589	1,291,934	2022-06-30
UBS Asset Mgmt Americas Inc	0.503%	3.286%	9,183,756	292,167	2022-12-31
Trian Fund Management LP	0.494%	0.000%	9,029,800	9,029,800	2022-12-31
Wells Fargo & Co	0.497%	-12.633%	8,842,207	-1,278,584	2022-06-30

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

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.216%	0.483%	57,273,155	275,237	2023-10-31
Vanguard Institutional 500 Index Trust	2.481%	0.487%	44,189,402	214,057	2023-10-31
SPDR® S&P 500 ETF Trust	1.151%	1.236%	20,495,910	250,240	2023-10-31
iShares Core S&P 500 ETF	0.995%	-0.031%	17,725,166	-5,455	2023-10-31
Vanguard Growth Index Investor	0.900%	0.882%	16,030,695	140,166	2023-10-31
Vanguard Institutional Index I	0.686%	-0.461%	12,221,946	-56,635	2023-10-31
State St S&P 500® Indx SL Cl III	0.489%	0.018%	8,710,246	1,600	2023-10-31
Communication Services Sel Sect SPDR®ETF	0.443%	-1.090%	7,890,932	-86,985	2023-10-31
SPDR® Dow Jones Industrial Avrg ETF Tr	0.303%	0.553%	5,395,470	29,646	2023-10-31
iShares Russell 1000 Value ETF	0.267%	0.251%	4,760,235	11,936	2023-10-31
Templeton Growth A	0.221%	0.000%	3,927,550	0	2023-10-31
Schwab® S&P 500 Index	0.204%	0.545%	3,635,569	19,689	2023-10-31
VanEck Morningstar Wide Moat ETF	0.188%	0.315%	3,339,088	10,494	2023-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.216%	0.483%	57,273,155	275,237	2023-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.177%	2.049%	56,586,050	1,136,231	2023-03-31
Vanguard Institutional 500 Index Trust	2.481%	0.487%	44,189,402	214,057	2023-10-31
Vanguard 500 Index Investor	2.405%	0.562%	44,009,212	246,096	2023-08-31
Fidelity® 500 Index	1.180%	0.400%	21,017,594	83,750	2023-09-30
SPDR® S&P 500 ETF Trust	1.151%	1.236%	20,495,910	250,240	2023-10-31
iShares Core S&P 500 ETF	0.995%	-0.031%	17,725,166	-5,455	2023-10-31
Vanguard Growth Index Investor	0.900%	0.882%	16,030,695	140,166	2023-10-31
Vanguard Institutional Index I	0.686%	-0.461%	12,221,946	-56,635	2023-10-31
State St S&P 500® Indx SL Cl III	0.489%	0.018%	8,710,246	1,600	2023-10-31
Communication Services Sel Sect SPDR®ETF	0.443%	-1.090%	7,890,932	-86,985	2023-10-31
Blackrock Eq Idx Fund CF	0.365%	-1.506%	6,493,271	-99,295	2023-09-30
Blackrock Equity Index Non-Lendable	0.346%	0.000%	6,326,321	6,326,321	2022-06-30
SPDR® Dow Jones Industrial Avrg ETF Tr	0.303%	0.553%	5,395,470	29,646	2023-10-31
Russell 1000 Index Fund	0.291%	0.530%	5,311,269	28,013	2022-06-30
iShares Russell 1000 Value ETF	0.267%	0.251%	4,760,235	11,936	2023-10-31
Vanguard PRIMECAP Inv	0.241%	7.226%	4,299,554	289,749	2023-09-30
Vanguard Wellington™ Inv	0.234%	17.098%	4,280,431	625,007	2023-06-30
NT S&P 500 Index Fund - NL	0.226%	-0.172%	4,018,628	-6,937	2023-09-30
Templeton Growth A	0.221%	0.000%	3,927,550	0	2023-10-31
Templeton Growth Inc A	0.215%	0.000%	3,927,550	0	2023-09-30
MS INVF Global Opportunity Z	0.212%	0.000%	3,767,316	0	2023-06-30
Loomis Sayles Growth Y	0.210%	19.357%	3,731,093	605,097	2023-09-30
Schwab® S&P 500 Index	0.204%	0.545%	3,635,569	19,689	2023-10-31
AMOne Global ESG Hi Quality Gr Eq MF	0.189%	-4.247%	3,372,353	-149,559	2023-07-14
VanEck Morningstar Wide Moat ETF	0.188%	0.315%	3,339,088	10,494	2023-10-31
Fidelity® Total Market Index	0.175%	0.398%	3,202,299	12,689	2023-07-31
iShares Core S&P 500 ETF USD Acc	0.168%	0.335%	3,067,036	10,242	2023-06-30