DISNEY WALT CO (DIS)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
134
Reporting holders
$387.0M
Reported value
0.0%
Calls
0.0%
Puts
-2,816
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | $68.5M | 652,970 | 0.92% | 32q | +11.2%+$6.9M |
| CACTI ASSET MANAGEMENT LLC | $57.7M | 547,710 | 3.05% | 32q | HELD |
| Quintet Private Bank (Europe) S.A. | $42.8M | 408,350 | 1.88% | 16q | +34.3%+$10.9M |
| EASTERN BANK | $30.8M | 293,782 | 0.47% | 32q | +4.3%+$1.3M |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $12.0M | 114,167 | 0.79% | 32q | -1.4%-$168.0K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $10.9M | 104,103 | 0.18% | 7q | -7.9%-$935.5K |
| Farther Finance Advisors, LLC | $10.1M | 96,362 | 0.07% | 16q | +22.2%+$1.8M |
| FIRST FINANCIAL BANK - TRUST DIVISION | $7.6M | 72,305 | 0.55% | 32q | +2.6%+$194.3K |
| Lincoln Capital LLC | $7.3M | 69,273 | 1.28% | 32q | -3.8%-$286.1K |
| Venture Visionary Partners LLC | $6.6M | 63,119 | 0.17% | 28q | -1.6%-$110.8K |
| AMERICAN NATIONAL BANK & TRUST | $6.1M | 58,347 | 0.56% | 32q | -8.8%-$590.9K |
| Valeo Financial Advisors, LLC | $5.7M | 54,322 | 0.12% | 32q | -7.1%-$433.3K |
| Brown Shipley& Co Ltd | $5.2M | 49,172 | 2.48% | 15q | +0.7%+$35.6K |
| TOTH FINANCIAL ADVISORY CORP | $4.5M | 42,491 | 0.45% | 32q | -14.8%-$775.4K |
| GAMMA Investing LLC | $4.3M | 40,826 | 0.14% | 12q | +1.7%+$73.0K |
| SAPIENT CAPITAL LLC | $3.7M | 34,827 | 0.05% | 12q | -92.9%-$47.7M |
| Iowa State Bank | $3.6M | 34,532 | 0.61% | 31q | -6.2%-$238.8K |
| PARK NATIONAL CORP /OH/ | $3.5M | 33,656 | 0.10% | 32q | -5.2%-$193.8K |
| CHAPIN DAVIS, INC. | $3.5M | 33,093 | 0.67% | 16q | +3.1%+$104.1K |
| Bill Few Associates, Inc. | $3.1M | 29,567 | 0.64% | 20q | +10.2%+$287.8K |
| Apella Capital, LLC | $3.0M | 28,871 | 0.04% | 26q | +4.5%+$131.5K |
| Wedmont Private Capital | $3.0M | 28,073 | 0.07% | 20q | +60.3%+$1.1M |
| Legacy Private Trust Co. | $2.7M | 25,747 | 0.15% | 32q | +15.7%+$367.1K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $2.5M | 23,981 | 0.22% | 20q | -1.3%-$32.8K |
| CoreCap Advisors, LLC | $2.5M | 23,752 | 0.07% | 9q | -0.9%-$21.7K |
| YHB Investment Advisors, Inc. | $2.4M | 22,937 | 0.15% | 32q | -14.1%-$395.7K |
| Kennon-Green & Company, LLC | $2.4M | 22,589 | 1.82% | 16q | -6.8%-$173.2K |
| Montecito Bank & Trust | $2.3M | 22,266 | 0.35% | 31q | +4.9%+$109.7K |
| Cooper Financial Group | $2.3M | 22,216 | 0.19% | 32q | -2.2%-$51.4K |
| Grove Bank & Trust | $2.3M | 21,672 | 0.23% | 32q | -10.8%-$276.1K |
| Avidian Wealth Enterprises, LLC | $2.2M | 21,091 | 0.06% | 30q | -6.9%-$164.2K |
| Atlas Brown,Inc. | $2.1M | 19,752 | 0.55% | 32q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $2.0M | 18,757 | 0.16% | 32q | +32.8%+$485.7K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $1.8M | 16,979 | 0.35% | 24q | +13.0%+$204.6K |
| MassMutual Private Wealth & Trust, FSB | $1.6M | 15,158 | 0.04% | 32q | -53.1%-$1.8M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $1.6M | 15,019 | 0.02% | 32q | -12.1%-$215.9K |
| Ridgewood Investments LLC | $1.5M | 14,611 | 0.56% | 15q | +4.2%+$62.2K |
| DAVIDSON TRUST CO | $1.5M | 14,393 | 0.60% | 28q | HELD |
| ANB BANK | $1.4M | 13,701 | 0.51% | 8q | HELD |
| VISTA INVESTMENT PARTNERS LLC | $1.4M | 13,526 | 0.37% | 12q | HELD |
| Partnership Wealth Management, LLC | $1.4M | 13,402 | 1.00% | 12q | -3.1%-$45.0K |
| Boltwood Capital Management | $1.4M | 13,395 | 0.32% | 32q | +0.8%+$11.5K |
| Graves Light Lenhart Wealth, Inc. | $1.4M | 12,911 | 0.13% | 14q | -0.6%-$8.3K |
| Byrne Asset Management LLC | $1.4M | 13,336 | 0.75% | 20q | -7.5%-$109.5K |
| Hickory Point Bank & Trust | $1.3M | 12,122 | 0.76% | 8q | -1.1%-$14.1K |
| Wealth Enhancement Trust Services, Inc. | $1.2M | 11,879 | 0.13% | 4q | -69.0%-$2.8M |
| Cox Capital Mgt LLC | $1.1M | 10,809 | 0.64% | 9q | HELD |
| HF Advisory Group, LLC | $1.1M | 10,739 | 0.34% | 16q | +1.1%+$12.8K |
| TOMPKINS FINANCIAL CORP | $1.1M | 10,584 | 0.08% | 31q | -2.2%-$24.7K |
| RVW Wealth, LLC | $1.1M | 10,053 | 0.07% | 31q | HELD |
| Parrish Capital LLC | $1.0M | 9,918 | 1.01% | 4q | +7.1%+$68.7K |
| Whalen Wealth Management Inc. | $981.9K | 9,360 | 0.42% | 4q | +62.1%+$376.2K |
| ARMSTRONG HENRY H ASSOCIATES INC | $944.0K | 8,999 | 0.08% | 32q | HELD |
| S.E.E.D. Planning Group LLC | $934.0K | 8,904 | 0.23% | 16q | +78.1%+$409.5K |
| AVITY INVESTMENT MANAGEMENT INC. | $925.6K | 8,823 | 0.06% | 32q | +51.5%+$314.7K |
| Everhart Financial Group, Inc. | $920.0K | 8,770 | 0.06% | 12q | -7.3%-$72.8K |
| Successful Portfolios LLC | $911.2K | 8,798 | 0.42% | 32q | HELD |
| Bangor Savings Bank | $890.5K | 8,489 | 0.07% | 32q | -4.5%-$42.4K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $872.7K | 8,318 | 0.62% | 4q | -19.2%-$207.7K |
| Central Pacific Bank - Trust Division | $858.5K | 8,184 | 0.09% | 11q | +1.1%+$9.7K |
| ROCKLAND TRUST CO | $834.5K | 7,955 | 0.03% | 32q | -16.7%-$167.7K |
| ECLECTIC ASSOCIATES INC /ADV | $818.4K | 7,801 | 0.09% | 24q | -1.0%-$8.3K |
| GLP Holdings LLLP | $807.7K | 7,700 | 0.63% | 4q | HELD |
| Investors Research Corp | $797.1K | 7,599 | 0.14% | 31q | -4.8%-$40.4K |
| DOLIVER ADVISORS, LP | $764.8K | 7,291 | 0.17% | 32q | -1.7%-$12.9K |
| Shulman DeMeo Asset Management LLC | $743.5K | 7,176 | 0.15% | 21q | -22.5%-$215.4K |
| Gradient Investments LLC | $735.6K | 7,013 | 0.01% | 32q | +1.9%+$13.7K |
| CENTRAL BANK & TRUST CO | $655.8K | 6,252 | 0.09% | 32q | -48.9%-$628.6K |
| Breakwater Capital Group | $626.1K | 5,968 | 0.07% | 16q | -18.2%-$139.0K |
| Versant Capital Management, Inc | $621.1K | 5,921 | 0.05% | 32q | -12.1%-$85.6K |
| Weaver Consulting Group | $617.2K | 5,884 | 0.12% | 31q | -1.7%-$10.5K |
| FELL CAPITAL MANAGEMENT /ADV | $580.8K | 5,537 | 0.50% | 4q | -6.3%-$39.3K |
| New Covenant Trust Company, N.A. | $576.4K | 5,495 | 0.40% | 11q | -2.3%-$13.6K |
| GILPIN WEALTH MANAGEMENT, LLC | $565.0K | 5,386 | 0.38% | 4q | -1.8%-$10.6K |
| RIVERSEDGE ADVISORS, LLC | $564.5K | 5,381 | 0.07% | 4q | +125.4%+$314.1K |
| BENEDICT FINANCIAL ADVISORS INC | $562.2K | 5,360 | 0.11% | 6q | -46.7%-$492.7K |
| LAWOOD & CO | $544.5K | 5,191 | 0.38% | 4q | -6.2%-$36.0K |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $533.7K | 5,088 | 0.01% | 32q | -6.2%-$35.1K |
| First Heartland Consultants, Inc. | $516.7K | 4,925 | 0.03% | 32q | +0.6%+$3.3K |
| Balefire, LLC | $493.4K | 4,704 | 0.08% | 6q | -1.8%-$9.2K |
| FIRST COMMUNITY TRUST NA | $490.0K | 4,671 | 0.16% | 20q | HELD |
| RFG - Bristol Wealth Advisors, LLC | $461.0K | 4,395 | 0.11% | 8q | -3.7%-$17.8K |
| ATWOOD & PALMER INC | $422.1K | 4,024 | 0.02% | 32q | +164.0%+$262.3K |
| ARGENT CAPITAL MANAGEMENT LLC | $414.4K | 3,950 | 0.01% | 32q | HELD |
| Dorato Capital Management | $414.1K | 3,953 | 0.28% | 4q | HELD |
| FINANCIAL MANAGEMENT NETWORK INC | $410.4K | 4,016 | 0.06% | 13q | HELD |
| Miller Global Investments, LLC | $408.7K | 3,896 | 0.33% | 4q | -1.4%-$6.0K |
| M.E. ALLISON & CO., INC. | $405.8K | 3,868 | 0.23% | 2q | -2.5%-$10.5K |
| Asempa Wealth Advisors | $379.4K | 3,744 | 0.29% | 4q | HELD |
| GK Wealth Management LLC | $373.5K | 3,561 | 0.21% | 2q | -13.1%-$56.2K |
| Crumly & Associates Inc. | $368.4K | 3,512 | 0.07% | new | NEW |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $346.9K | 3,307 | 0.21% | 16q | -11.8%-$46.5K |
| Exchange Bank | $343.1K | 3,271 | 0.21% | 14q | HELD |
| Peoples Bank/KS | $337.7K | 3,219 | 0.33% | 13q | -0.9%-$3.1K |
| Paragon Capital Management Ltd | $322.7K | 3,077 | 0.06% | 31q | -4.4%-$14.8K |
| INSPIRION WEALTH ADVISORS, LLC | $317.6K | 3,027 | 0.04% | 32q | -7.4%-$25.5K |
| Sound Income Strategies, LLC | $317.0K | 2,962 | 0.01% | 32q | -0.9%-$2.8K |
| Castle Rock Wealth Management, LLC | $312.7K | 3,006 | 0.06% | 30q | -11.7%-$41.6K |
| Marotta Asset Management | $308.6K | 2,942 | 0.05% | 27q | -4.9%-$15.8K |
| Friday Financial | $296.9K | 2,930 | 0.06% | 7q | +10.1%+$27.3K |
Showing the largest 100 of 141 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-14 | WOODFORD BRENT | EVP, Control, Fin Plan & Tax | Sold | 7,238 | $762.2K |
| 2026-08-19 | Roeder Paul M | Sr EVP and Chief Comm Officer | Sold | 3,596 | $382.3K |
| 2026-10-08 | WOODFORD BRENT | EVP, Control, Fin Plan & Tax | Sold | 3,618 | $381.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 134 | $387.0M | 3,687,219 | 5 | 32 | 67 | 0.0% |
| Q2 2026 | 2,950 | $143.4B | 1,429,750,455 | 118 | 991 | 1,274 | 3.9% |
| Q1 2026 | 3,007 | $132.5B | 1,321,710,540 | 140 | 972 | 1,325 | 3.9% |
| Q4 2025 | 3,191 | $196.5B | 1,377,505,120 | 139 | 902 | 1,389 | 3.1% |
| Q3 2025 | 3,094 | $163.6B | 1,366,988,769 | 121 | 974 | 1,307 | 4.4% |
| Q2 2025 | 3,228 | $173.7B | 1,318,425,555 | 293 | 954 | 1,456 | 5.0% |
| Q1 2025 | 3,077 | $132.8B | 1,288,778,366 | 125 | 1,107 | 1,260 | 4.4% |
| Q4 2024 | 3,252 | $150.1B | 1,271,963,731 | 208 | 888 | 1,370 | 5.7% |
| Q3 2024 | 2,951 | $129.1B | 1,257,561,227 | 114 | 929 | 1,352 | 6.6% |
| Q2 2024 | 3,042 | $133.5B | 1,244,976,552 | 124 | 1,015 | 1,292 | 6.4% |
| Q1 2024 | 3,192 | $179.6B | 1,357,143,258 | 312 | 1,086 | 1,242 | 7.0% |
| Q4 2023 | 3,015 | $125.4B | 1,267,183,611 | 171 | 865 | 1,377 | 7.3% |
| Q3 2023 | 2,845 | $109.1B | 1,208,010,578 | 139 | 990 | 1,299 | 8.7% |
| Q2 2023 | 2,968 | $112.8B | 1,152,125,397 | 103 | 1,013 | 1,331 | 7.5% |
| Q1 2023 | 3,087 | $129.5B | 1,181,267,749 | 222 | 1,204 | 1,125 | 7.5% |
| Q4 2022 | 2,995 | $123.3B | 1,310,972,224 | 111 | 912 | 1,424 | 6.8% |
| Q3 2022 | 3,007 | $118.3B | 1,164,247,715 | 122 | 1,223 | 1,085 | 7.0% |
| Q2 2022 | 3,021 | $114.8B | 1,133,668,229 | 96 | 1,171 | 1,330 | 6.5% |
| Q1 2022 | 3,297 | $215.5B | 1,466,633,639 | 114 | 1,602 | 1,025 | 6.4% |
| Q4 2021 | 3,374 | $206.6B | 1,181,365,450 | 115 | 1,399 | 986 | 11.3% |
| Q3 2021 | 3,097 | $215.9B | 1,183,021,719 | 104 | 1,272 | 960 | 7.3% |
| Q2 2021 | 3,114 | $222.5B | 1,185,105,593 | 92 | 1,363 | 996 | 6.4% |
| Q1 2021 | 3,179 | $233.1B | 1,184,557,705 | 162 | 1,208 | 1,213 | 6.3% |
| Q4 2020 | 3,122 | $242.6B | 1,201,053,359 | 231 | 1,047 | 1,091 | 9.5% |
| Q3 2020 | 2,719 | $154.7B | 1,159,774,418 | 122 | 916 | 1,160 | 7.0% |
| Q2 2020 | 2,700 | $138.7B | 1,151,815,365 | 167 | 1,034 | 1,113 | 7.3% |
| Q1 2020 | 2,692 | $121.4B | 1,159,252,359 | 151 | 1,354 | 890 | 7.9% |
| Q4 2019 | 2,846 | $183.1B | 1,193,151,368 | 121 | 1,108 | 879 | 5.5% |
| Q3 2019 | 2,559 | $160.1B | 1,178,521,032 | 94 | 1,149 | 827 | 4.1% |
| Q2 2019 | 2,558 | $181.6B | 1,199,265,696 | 215 | 1,067 | 860 | 7.7% |
| Q1 2019 | 2,488 | $140.2B | 1,178,069,491 | 221 | 1,397 | 494 | 6.7% |
| Q4 2018 | 2,367 | $115.2B | 998,631,925 | 18 | 44 | 25 | 5.0% |