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Walt Disney Co
/ Institutional moves
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WD
Walt Disney Co
Institutional position changes, all quarters
826 moves
All actions
All impact
Action
Institution
Quarter
↓
Δ shares
Δ %
Held after
Flow
Impact
Added
BlackRock, Inc.
Jun 30, 2026
+4,443,126
+3.4%
136,882,993
$427.65M
high
Trimmed
Victory Capital Management, Inc.
Jun 30, 2026
-1,122,891
-32%
2,382,755
$108.08M
high
Exited
ONTARIO TEACHERS PENSION PLAN BOARD
Jun 30, 2026
-733,980
-100%
0
$83.50M
high
Added
PZENA INVESTMENT MANAGEMENT LLC
Jun 30, 2026
+793,276
+879%
883,495
$76.35M
high
Exited
FORSTA AP-FONDEN
Jun 30, 2026
-591,600
-100%
0
$67.31M
high
Added
Mitsubishi UFJ Asset Management Co., Ltd.
Jun 30, 2026
+515,388
+13%
4,391,961
$49.61M
medium
Trimmed
STATE STREET CORPORATION
Jun 30, 2026
-378,247
-0.5%
83,495,399
$36.69M
medium
Trimmed
LPL Financial LLC
Jun 30, 2026
-299,547
-13%
2,067,090
$28.83M
medium
Trimmed
DEUTSCHE BANK AG
Jun 30, 2026
-288,263
-4.2%
6,623,195
$27.75M
medium
Added
The PNC Financial Services Group, Inc.
Jun 30, 2026
+126,554
+4.8%
2,787,550
$12.18M
medium
Added
Black Cypress Capital Management, LLC
Jun 30, 2026
+120,323
>1000%
120,475
$11.58M
medium
Trimmed
Pavaki Capital Management LLC
Jun 30, 2026
-60,000
-98%
1,000
$5.78M
medium
New
B & T Capital Management DBA Alpha Capital Management
Jun 30, 2026
+54,237
New
54,237
$5.22M
medium
New
Tweedy, Browne Co LLC
Jun 30, 2026
+44,975
New
44,975
$4.33M
low
Trimmed
K.J. Harrison & Partners Inc
Jun 30, 2026
-35,365
-84%
6,839
$3.40M
low
Trimmed
MML INVESTORS SERVICES, LLC
Jun 30, 2026
-35,265
-7.2%
453,572
$3.39M
low
Exited
GF FUND MANAGEMENT CO. LTD.
Jun 30, 2026
-26,000
-100%
0
$2.96M
low
Trimmed
FIRST NATIONAL BANK OF OMAHA
Jun 30, 2026
-30,275
-14%
189,187
$2.95M
low
Trimmed
Gerber Kawasaki Wealth & Investment Management
Jun 30, 2026
-24,772
-29%
62,025
$2.38M
low
Trimmed
SPRUCEGROVE INVESTMENT MANAGEMENT LTD
Jun 30, 2026
-23,000
-47%
25,541
$2.21M
low
Trimmed
RNC CAPITAL MANAGEMENT LLC
Jun 30, 2026
-22,192
-46%
26,028
$2.14M
low
Trimmed
CITIZENS FINANCIAL GROUP INC/RI
Jun 30, 2026
-22,172
-8.1%
251,858
$2.13M
low
Trimmed
Unifi Asset Management LP
Jun 30, 2026
-19,059
-62%
11,793
$1.83M
low
Trimmed
Arizona State Retirement System
Jun 30, 2026
-15,573
-3.1%
491,563
$1.50M
low
Trimmed
RWA WEALTH PARTNERS, LLC
Jun 30, 2026
-14,710
-19%
62,555
$1.42M
low
Added
OneDigital Investment Advisors LLC
Jun 30, 2026
+14,190
+39%
50,146
$1.37M
low
Added
Lido Advisors, LLC
Jun 30, 2026
+10,671
+5.1%
219,842
$1.03M
low
Trimmed
Sigma Planning Corp
Jun 30, 2026
-10,146
-36%
17,667
$977.6K
low
Exited
AlphaQuest LLC
Jun 30, 2026
-7,369
-100%
0
$838.4K
low
Added
Plato Investment Management Ltd
Jun 30, 2026
+8,609
+12%
79,394
$823.8K
low
New
Hexagon Capital Partners LLC
Jun 30, 2026
+7,468
New
7,468
$718.8K
low
Trimmed
AMG National Trust Bank
Jun 30, 2026
-7,344
-26%
20,784
$706.8K
low
Trimmed
MEEDER ASSET MANAGEMENT INC
Jun 30, 2026
-7,097
-86%
1,181
$683.1K
low
New
KILEY JUERGENS WEALTH MANAGEMENT, LLC
Jun 30, 2026
+6,844
New
6,844
$658.8K
low
Exited
Variant Private Wealth, LLC
Jun 30, 2026
-5,465
-100%
0
$621.8K
low
Trimmed
Perigon Wealth Management, LLC
Jun 30, 2026
-6,230
-7.3%
79,565
$599.6K
low
Added
Meeder Advisory Services, Inc.
Jun 30, 2026
+5,761
+21%
32,589
$554.5K
low
Trimmed
TRUST CO OF VERMONT
Jun 30, 2026
-5,757
-14%
34,968
$554.1K
low
Added
FIGURE 8 INVESTMENT STRATEGIES LLC
Jun 30, 2026
+5,312
+40%
18,680
$511.3K
low
Exited
KG&L Capital Management,LLC
Jun 30, 2026
-4,196
-100%
0
$470.9K
low
Added
BRIDGES INVESTMENT MANAGEMENT INC
Jun 30, 2026
+4,710
+15%
35,452
$453.3K
low
Added
Pallas Capital Advisors LLC
Jun 30, 2026
+4,067
+77%
9,381
$391.5K
low
Exited
GPM Growth Investors, Inc.
Jun 30, 2026
-3,039
-100%
0
$345.7K
low
Trimmed
Marble Wealth, LLC
Jun 30, 2026
-3,167
-48%
3,496
$304.8K
low
Exited
Destiny Wealth Partners, LLC
Jun 30, 2026
-2,695
-100%
0
$300.0K
low
Exited
Occidental Asset Management, LLC
Jun 30, 2026
-2,595
-100%
0
$295.2K
low
Exited
Argyle Capital Partners, LLC
Jun 30, 2026
-2,488
-100%
0
$283.0K
low
Added
Naviter Wealth, LLC
Jun 30, 2026
+2,857
+15%
21,970
$277.1K
low
Trimmed
WINTON GROUP Ltd
Jun 30, 2026
-2,706
-33%
5,500
$260.5K
low
Exited
CONWAY CAPITAL MANAGEMENT, INC.
Jun 30, 2026
-2,166
-100%
0
$246.4K
low
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