| 4 | JPMORGAN CHASE & CO | 75.8M | $7.48B | -1.4% | 4.365% | 0.41% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 41.3M | $3.96B | -0.7% | 2.379% | 0.21% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 36.8M | $3.54B | +3.9% | 2.117% | 0.16% |
| 7 | MORGAN STANLEY | 34.5M | $3.32B | +2.1% | 1.987% | 0.18% |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 32.0M | $3.08B | +14.7% | 1.842% | 0.53% |
| 9 | FMR LLC | 25.4M | $2.44B | +15.7% | 1.462% | 0.11% |
| 10 | NORGES BANK | 20.2M | $1.95B | — | 1.166% | 0.19% |
| 11 | NORTHERN TRUST CORP | 19.5M | $1.88B | -2.0% | 1.126% | 0.22% |
| 12 | First Nebraska Trust Co | 68K | $1.64B | — | 0.004% | 0.01% |
| 13 | BANK OF AMERICA CORP /DE/ | 16.9M | $1.62B | -5.3% | 0.971% | 0.10% |
| 14 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 15.7M | $1.51B | -4.1% | 0.903% | 0.27% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 14.6M | $1.41B | +6.1% | 0.841% | 0.19% |
| 16 | Capital World Investors | 14.5M | $1.39B | +15.2% | 0.833% | 0.16% |
| 17 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 14.5M | $1.39B | -4.4% | 0.833% | 0.95% |
| 18 | AMERIPRISE FINANCIAL INC | 14.4M | $1.39B | -0.7% | 0.830% | 0.28% |
| 19 | Bank of New York Mellon Corp | 14.4M | $1.39B | +6.3% | 0.830% | 0.23% |
| 20 | Sanders Capital, LLC | 13.8M | $1.33B | — | 0.794% | 1.33% |
| 21 | LOOMIS SAYLES & CO L P | 13.6M | $1.31B | -3.0% | 0.782% | 1.64% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.2M | $1.27B | +3.3% | 0.759% | 0.10% |
| 23 | JENNISON ASSOCIATES LLC | 11.7M | $1.13B | -15.3% | 0.674% | 0.68% |
| 24 | Nuveen, LLC | 11.6M | $1.11B | +3.4% | 0.665% | 0.27% |
| 25 | Invesco Ltd. | 11.5M | $1.11B | -6.0% | 0.662% | 0.09% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in DIS — a direct measure of their conviction.
| 73.44% |
| +1.16 pp |
| $121.33B |
| 13% |
| Q4 2024 | 3,111 | +9.9% | 72.28% | +1.44 pp | $139.43B | +24% |
| Q3 2024 | 2,831 | — | 70.84% | — | $112.07B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
110 institutions opened new positions in DIS during Q2 2026, while 184 fully exited. 1,031 added to existing positions and 1,695 trimmed.
DIS institutional ownership rose by 1.28 percentage points quarter-over-quarter, with a net change of -37 holders.
The top 10 institutions account for 45.0% of all reported 13F value in DIS, and the top 25 account for 61.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
The Walt Disney Company (DIS) Institutional Ownership