WALT DISNEY CO/THE (DIS) Institutional Ownership Changes & 13F Activity
WALT DISNEY CO/THE (DIS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Envestnet Asset Management Inc, Manufacturers Life Insurance Company, The, Andra Ap-Fonden, and Qrg Capital Management, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cx Institutional | Buy | +1,579 | +8.8% | 19,615 | $2.06K | Q3 2026 | Oct 02, 2026 |
| Versant Capital Management, Inc | Sell | -816 | -12.1% | 5,921 | $621.11K | Q3 2026 | Oct 02, 2026 |
| Marotta Asset Management | Sell | -151 | -4.9% | 2,942 | $308.63K | Q3 2026 | Oct 02, 2026 |
| Boltwood Capital Management | Buy | +110 | +0.8% | 13,395 | $1.41M | Q3 2026 | Oct 02, 2026 |
| Miller Global Investments, Llc | Sell | -57 | -1.4% | 3,896 | $408.69K | Q3 2026 | Oct 02, 2026 |
| Confluence Investment Management Llc | Sell | -8,918 | -7.9% | 104,103 | $10.92M | Q3 2026 | Oct 01, 2026 |
| First Financial Bank - Trust Division | Buy | +1,852 | +2.6% | 72,305 | $7.58M | Q3 2026 | Oct 01, 2026 |
| Montecito Bank & Trust | Buy | +1,046 | +4.9% | 22,266 | $2.34M | Q3 2026 | Oct 01, 2026 |
| Parrish Capital Llc | Buy | +655 | +7.1% | 9,918 | $1.04M | Q3 2026 | Oct 01, 2026 |
| Cacti Asset Management Llc | Buy | +400 | +0.1% | 547,710 | $57.73M | Q3 2026 | Oct 01, 2026 |
| Hickory Point Bank & Trust | Sell | -134 | -1.1% | 12,122 | $1.27M | Q3 2026 | Oct 01, 2026 |
| Doliver Advisors, Lp | Sell | -123 | -1.7% | 7,291 | $764.83K | Q3 2026 | Oct 01, 2026 |
| Burkett Financial Services, Llc | Buy | +1 | +0.9% | 113 | $11.91K | Q3 2026 | Oct 01, 2026 |
| Cim Investment Management Inc | Sell | -7,590 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 29, 2026 |
| Envestnet Asset Management Inc | Sell | -3,517,073 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -178,026 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -67,712 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| State Street Corp | Sell | -83,495,399 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 22, 2026 |
| Andra Ap-Fonden | Sell | -254,320 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 22, 2026 |
| Silicon Valley Capital Partners | Sell | -783 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 21, 2026 |
| Security National Bank Of Sioux City Iowa | Sell | -272 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 18, 2026 |
| Anchor Investment Management, Llc | Sell | -38,665 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Reynders Mcveigh Capital Management, Llc | Sell | -11,014 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Skyview Investment Advisors, Llc | Sell | -600 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -411 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Smith Chas P & Associates Pa Cpas | Sell | -3,611 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 11, 2026 |
| Talon Private Wealth, Llc | Sell | -2,552 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 11, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -1,680,642 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Sell | -81,113 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Palogic Value Management, L.P. | Sell | -10,413 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
Frequently asked questions about DIS activity
Which institutional owners are buying DIS?
Institutional owners buying DIS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DIS activity?
"Buy" means an investor increased their reported position in DIS compared to the prior reporting period. This reflects growing exposure to WALT DISNEY CO/THE (DIS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DIS increasing?
Institutional interest in DIS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related DIS Institutional Insights
- DIS Overview
- DIS 13F Institutional Holders
- DIS Top Institutional Shareholders
- Communication Services Sector Institutional Ownership
- Communication Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Communication Services Stocks By Institutional Investors
- Most Sold Communication Services Stocks By Institutional Investors
- DIS Insider Trading & SEC Form 4 Activity
- DIS Articles
- Top Institutional Investor Stock Rankings