DIS The Walt Disney Company
The Walt Disney Company (DIS) Institutional Ownership
What the institutions did with DIS last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CACTI ASSET MANAGEMENT LLC | 547.7K | 42.0% |
| EASTERN BANK | 293.8K | 22.5% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 104.1K | 8.0% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 72.3K | 5.5% |
| PARK NATIONAL CORP /OH/ | 33.7K | 2.6% |
| Kennon-Green & Company, LLC | 22.6K | 1.7% |
| Montecito Bank & Trust | 22.3K | 1.7% |
| CX Institutional | 19.6K | 1.5% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 17.0K | 1.3% |
| MassMutual Private Wealth & Trust, FSB | 15.2K | 1.2% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 15.0K | 1.2% |
| Ridgewood Investments LLC | 14.6K | 1.1% |
| Partnership Wealth Management, LLC | 13.4K | 1.0% |
| Boltwood Capital Management | 13.4K | 1.0% |
| NEVILLE RODIE & SHAW INC | 12.1K | 0.9% |
| Hickory Point Bank & Trust | 12.1K | 0.9% |
| TOMPKINS FINANCIAL CORP | 10.6K | 0.8% |
| Parrish Capital LLC | 9.9K | 0.8% |
| Central Pacific Bank - Trust Division | 8.2K | 0.6% |
| ROCKLAND TRUST CO | 8.0K | 0.6% |
| GLP Holdings LLLP | 7.7K | 0.6% |
| DOLIVER ADVISORS, LP | 7.3K | 0.6% |
| Versant Capital Management, Inc | 5.9K | 0.5% |
| ARGENT CAPITAL MANAGEMENT LLC | 4.0K | 0.3% |
| Miller Global Investments, LLC | 3.9K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| MassMutual Private Wealth & Trust, FSB | Reduced | 32.3K | 15.2K | -17.1K |
| EASTERN BANK | Increased | 281.6K | 293.8K | +12.2K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 113.0K | 104.1K | -8.9K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 17.1K | 15.0K | -2.1K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 15.0K | 17.0K | +2.0K |
| FIRST FINANCIAL BANK - TRUST DIVISION | Increased | 70.5K | 72.3K | +1.9K |
| PARK NATIONAL CORP /OH/ | Reduced | 35.5K | 33.7K | -1.8K |
| Kennon-Green & Company, LLC | Reduced | 24.2K | 22.6K | -1.7K |
| ROCKLAND TRUST CO | Reduced | 9.6K | 8.0K | -1.6K |
| CX Institutional | Increased | 18.0K | 19.6K | +1.6K |
| Montecito Bank & Trust | Increased | 21.2K | 22.3K | +1.0K |
| NEVILLE RODIE & SHAW INC | Reduced | 13.1K | 12.1K | -1.0K |
| Versant Capital Management, Inc | Reduced | 6.7K | 5.9K | -816 |
| Parrish Capital LLC | Increased | 9.3K | 9.9K | +655 |
| Ridgewood Investments LLC | Increased | 14.0K | 14.6K | +593 |
| Partnership Wealth Management, LLC | Reduced | 13.8K | 13.4K | -429 |
| CACTI ASSET MANAGEMENT LLC | Increased | 547.3K | 547.7K | +400 |
| TOMPKINS FINANCIAL CORP | Reduced | 10.8K | 10.6K | -235 |
| Heartwood Wealth Advisors LLC | Reduced | 2.2K | 2.0K | -210 |
| Marotta Asset Management | Reduced | 3.1K | 2.9K | -151 |
| Hickory Point Bank & Trust | Reduced | 12.3K | 12.1K | -134 |
| DOLIVER ADVISORS, LP | Reduced | 7.4K | 7.3K | -123 |
| Boltwood Capital Management | Increased | 13.3K | 13.4K | +110 |
| Central Pacific Bank - Trust Division | Increased | 8.1K | 8.2K | +92 |
| Rosenberg Matthew Hamilton | Reduced | 2.5K | 2.4K | -91 |
| Miller Global Investments, LLC | Reduced | 4.0K | 3.9K | -57 |
| Noble Wealth Management PBC | Sold Out | 15 | 0 | -15 |
| Planning Strategies Inc. | Increased | 1.5K | 1.5K | +3 |
| BURKETT FINANCIAL SERVICES, LLC | Increased | 112 | 113 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.