월트 디즈니 컴퍼니
US ˙ NYSE ˙ US2546871060

SecurityDIS / The Walt Disney Company
InstitutionMorgan Stanley
Latest Disclosed Ownership33,798,796 shares
Latest Disclosed Value $ 3,257,528,316
Morgan Stanley reports 4.65% decrease in ownership of DIS / The Walt Disney Company

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 33,798,796 shares of The Walt Disney Company (US:DIS) valued at $3,257,527,958 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 35,447,892 shares of The Walt Disney Company. This represents a change in shares of -4.65% during the quarter. The current value of the position is $3,357,572,395 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F DISNEY WALT COM 254687106 33,798,796 -1,649,096 -4.65 3,257,528 -19.23 0.1963
2026-05-27 2025-12-31 13F/A-1 DISNEY WALT COM 254687106 35,447,892 -1,020,135 -2.80 4,032,907 -3.42 0.2408
2026-02-13 2025-12-31 13F DISNEY WALT COM 254687106 35,447,892 -1,020,135 4,032,907 0.2408
2026-05-27 2025-09-30 13F/A-1 DISNEY WALT COM 254687106 36,468,027 -2,664,441 -6.81 4,175,589 -13.96 0.2528
2025-11-14 2025-09-30 13F DISNEY WALT COM 254687106 36,468,027 -2,664,441 4,175,589 0.2528
2025-08-15 2025-06-30 13F DISNEY WALT COM 254687106 39,132,468 -2,514,887 -6.04 4,852,818 18.06 0.3161
2025-05-15 2025-03-31 13F DISNEY WALT COM 254687106 41,647,355 558,929 1.36 4,110,594 -10.15 0.2939
2025-05-15 2024-12-31 13F/A-1 DISNEY WALT COM 254687106 41,088,426 939,453 2.34 4,575,197 18.47 0.3206
2025-02-14 2024-12-31 13F DISNEY WALT COM 254687106 41,088,426 939,453 4,575,197 0.3205
2025-05-14 2024-09-30 13F/A-2 DISNEY WALT COM 254687106 40,148,973 -5,411,769 -11.88 3,861,930 -14.63 0.2800
2025-02-14 2024-09-30 13F/A-1 DISNEY WALT COM 254687106 40,148,973 -5,411,769 3,861,930 0.2800
2024-11-14 2024-09-30 13F DISNEY WALT COM 254687106 40,148,973 -5,411,769 3,861,930 0.2800
2025-05-14 2024-06-30 13F/A-2 DISNEY WALT COM 254687106 45,560,742 -2,265,721 -4.74 4,523,726 -22.70 0.3500
2024-10-17 2024-06-30 13F/A-1 DISNEY WALT COM 254687106 45,560,742 -2,265,721 4,523,726 0.3500
2024-08-14 2024-06-30 13F DISNEY WALT COM 254687106 45,560,742 -2,265,721 4,523,726 0.3501
2024-10-17 2024-03-31 13F/A-2 DISNEY WALT COM 254687106 47,826,463 -197,292 -0.41 5,852,046 34.96 0.4695
2024-08-16 2024-03-31 13F/A-1 DISNEY WALT COM 254687106 47,826,463 -197,292 5,852,046 0.4696
2024-05-15 2024-03-31 13F DISNEY WALT COM 254687106 47,826,463 -197,292 5,852,046 0.4696
2024-08-16 2023-12-31 13F/A-1 DISNEY WALT COM 254687106 48,023,755 3,705,311 8.36 4,336,065 20.71 0.3821
2024-02-13 2023-12-31 13F DISNEY WALT COM 254687106 48,023,755 3,705,311 4,336,065 0.3821
2023-11-15 2023-09-30 13F DISNEY WALT COM 254687106 44,318,444 195,512 0.44 3,592,010 -8.82 0.3653
2023-08-14 2023-06-30 13F DISNEY WALT COM 254687106 44,122,932 -575,603 -1.29 3,939,296 -11.98 0.3882
2023-05-15 2023-03-31 13F DISNEY WALT COM 254687106 44,698,535 -1,474,032 -3.19 4,475,665 11.57 0.4799
2023-02-14 2022-12-31 13F DISNEY WALT COM 254687106 46,172,567 5,499,014 13.52 4,011,473 4.55 0.4556
2022-11-14 2022-09-30 13F DISNEY WALT COM 254687106 40,673,553 -943,021 -2.27 3,836,737 -2.34 0.5229
2022-10-27 2022-06-30 13F/A-1 DISNEY WALT COM 254687106 41,616,574 4,963,820 13.54 3,928,607 -21.85 0.5099
2022-08-15 2022-06-30 13F DISNEY WALT COM 254687106 41,616,574 4,963,820 3,928,607 0.5099
2022-10-27 2022-03-31 13F/A-1 DISNEY WALT COM 254687106 36,652,754 943,198 2.64 5,027,291 -9.11 0.6780
2022-05-13 2022-03-31 13F DISNEY WALT COM 254687106 36,652,754 943,198 5,027,291 0.6780
2022-02-14 2021-12-31 13F DISNEY WALT COM 254687106 35,709,556 414,859 1.18 5,531,054 -7.36 0.6830
2021-11-15 2021-09-30 13F DISNEY WALT COM 254687106 35,294,697 2,628,220 8.05 5,970,803 3.99 0.8042
2021-08-23 2021-06-30 13F/A-1 DISNEY WALT COM 254687106 32,666,477 595,313 1.86 5,741,785 -2.97 0.7574
2021-08-16 2021-06-30 13F DISNEY WALT COM 254687106 32,666,477 595,313 5,741,785 0.1574
2021-05-17 2021-03-31 13F DISNEY WALT COM 254687106 32,071,164 -36,906 -0.11 5,917,772 1.73 0.8693
2021-02-16 2020-12-31 13F DISNEY WALT COM 254687106 32,108,070 3,291,751 11.42 5,817,340 62.70 0.8985
2020-11-13 2020-09-30 13F DISNEY WALT COM DISNEY 254687106 28,816,319 3,397,905 13.37 3,575,528 26.15 0.6916
2020-08-14 2020-06-30 13F DISNEY WALT COM DISNEY 254687106 25,418,414 -2,052,702 -7.47 2,834,407 6.81 0.6274
2020-05-26 2020-03-31 13F/A-1 DISNEY WALT COM DISNEY 254687106 27,471,116 3,939,992 16.74 2,653,710 -22.03 0.7211
2020-05-15 2020-03-31 13F DISNEY WALT COM DISNEY 254687106 27,471,116 3,939,992 2,653,710 203,860.2485
2020-02-14 2019-12-31 13F DISNEY WALT COM DISNEY 254687106 23,531,124 -6,811,045 -22.45 3,403,307 -13.93 0.7915
2019-11-14 2019-09-30 13F DISNEY WALT COM DISNEY 254687106 30,342,169 2,598,999 9.37 3,954,191 2.07 1.0468
2019-08-14 2019-06-30 13F DISNEY WALT COM DISNEY 254687106 27,743,170 6,386,504 29.90 3,874,059 63.38 1.0311
2019-05-15 2019-03-31 13F DISNEY WALT COM DISNEY 254687106 21,356,666 785,119 3.82 2,371,231 5.12 0.6712
2019-02-14 2018-12-31 13F DISNEY WALT COM DISNEY 254687106 20,571,547 704,572 3.55 2,255,671 -2.91 0.6750
2019-04-23 2018-09-30 13F/A-2 DISNEY WALT COM DISNEY 254687106 19,866,975 -1,142,369 -5.44 2,323,243 5.51 0.5815
2018-11-20 2018-09-30 13F/A-1 DISNEY WALT COM DISNEY 254687106 19,866,975 0 2,323,243 0.5815
2018-11-14 2018-09-30 13F DISNEY WALT COM DISNEY 254687106 19,866,975 -1,142,369 2,323,243
2019-04-23 2018-06-30 13F/A-1 DISNEY WALT COM DISNEY 254687106 21,009,344 -5,405,279 -20.46 2,201,991 -17.00 0.5949
2018-08-14 2018-06-30 13F DISNEY WALT COM DISNEY 254687106 21,009,344 -5,405,279 2,201,991
2019-04-23 2018-03-31 13F/A-1 DISNEY WALT COM DISNEY 254687106 26,414,623 91,798 0.35 2,653,085 -6.25 0.7364
2018-05-14 2018-03-31 13F DISNEY WALT COM DISNEY 254687106 26,414,623 91,798 2,653,085
2019-04-23 2017-12-31 13F/A-1 DISNEY WALT COM DISNEY 254687106 26,322,825 685,977 2.68 2,829,968 11.99 0.7746
2018-02-14 2017-12-31 13F DISNEY WALT COM DISNEY 254687106 26,322,825 685,977 2,829,968
2017-11-14 2017-09-30 13F DISNEY WALT COM DISNEY 254687106 25,636,848 5,131,511 25.03 2,527,023 15.99 0.7569
2017-08-11 2017-06-30 13F DISNEY WALT COM DISNEY 254687106 20,505,337 2,427,371 13.43 2,178,690 6.28 0.6582
2017-05-22 2017-03-31 13F/A-1 DISNEY WALT COM DISNEY 254687106 18,077,966 -1,267,991 -6.55 2,049,861 1.67 0.6300
2017-05-12 2017-03-31 13F DISNEY WALT COM DISNEY 254687106 18,077,966 2,049,861
2017-02-22 2016-12-31 13F/A-1 DISNEY WALT COM DISNEY 254687106 19,345,957 675,342 3.62 2,016,232 16.29 0.6599
2017-02-13 2016-12-31 13F DISNEY WALT COM DISNEY 254687106 19,345,957 2,016,232
2016-11-10 2016-09-30 13F DISNEY WALT COM DISNEY 254687106 18,670,615 608,198 3.37 1,733,752 -1.87 0.5921
2016-08-12 2016-06-30 13F DISNEY WALT COM DISNEY 254687106 18,062,417 430,633 2.44 1,766,863 0.91 0.6382
2016-05-12 2016-03-31 13F DISNEY WALT COM DISNEY 254687106 17,631,784 147,012 0.84 1,751,013 -4.70 0.6738
2016-02-09 2015-12-31 13F DISNEY WALT COM DISNEY 254687106 17,484,772 2,259,996 14.84 1,837,300 18.08 0.6651
2016-02-08 2015-09-30 13F/A-1 DISNEY WALT COM DISNEY 254687106 15,224,776 975,852 6.85 1,555,973 -4.33 0.5750
2015-11-09 2015-09-30 13F DISNEY WALT COM DISNEY 254687106 15,224,776 1,555,973
2015-08-12 2015-06-30 13F DISNEY WALT COM DISNEY 254687106 14,248,924 -66,954 -0.47 1,626,373 8.31 0.5637
2015-05-14 2015-03-31 13F DISNEY WALT COM DISNEY 254687106 14,315,878 414,244 2.98 1,501,592 14.68 0.5530
2015-02-13 2014-12-31 13F DISNEY WALT COM DISNEY 254687106 13,901,634 4,667,707 50.55 1,309,393 59.27 0.4788
2014-12-16 2014-09-30 13F/A-1 DISNEY WALT COM DISNEY 254687106 9,233,927 969,855 11.74 822,096 24.24 0.3161
2014-11-14 2014-09-30 13F DISNEY WALT COM DISNEY 254687106 9,233,927 822,096
2014-05-13 2014-03-31 13F DISNEY WALT COM DISNEY 254687106 8,264,072 -806,046 -8.89 661,703 -4.51 0.2771
2014-02-13 2013-12-31 13F DISNEY WALT COM DISNEY 254687106 9,070,118 -139,448 -1.51 692,957 16.67 0.2948
2013-11-13 2013-09-30 13F WALT DISNEY COMPANY (HOLDIN COM 254687106 9,209,566 113,058 1.24 593,927 3.39 0.2807
2013-08-08 2013-06-30 13F WALT DISNEY COMPANY (HOLDIN COM 254687106 9,096,508 9,096,508 574,444 0.2898
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.