The Walt Disney Company
MX ˙ BMV ˙ BE0974349814
SecurityMX:DIS / The Walt Disney Company
InstitutionEmpirical Finance, LLC
Latest Disclosed Ownership60,950 shares
Latest Disclosed Value $ 5,874,361
Empirical Finance, LLC reports 0.22% decrease in ownership of DIS / The Walt Disney Company

On May 14, 2026 - Empirical Finance, LLC filed a 13F-HR/A form disclosing ownership of 60,950 shares of The Walt Disney Company (MX:DIS) valued at $5,874,361 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 61,086 shares of The Walt Disney Company. This represents a change in shares of -0.22% during the quarter.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-14 2026-03-31 13F/A-1 DISNEY WALT COM 254687106 60,950 -136 -0.22 5,874 -15.47 0.2760
2026-05-14 2026-03-31 13F DISNEY WALT COM 254687106 60,950 -136 5,874 0.2760
2026-02-12 2025-12-31 13F DISNEY WALT COM 254687106 61,086 -2,944 -4.60 6,950 -5.21 0.3315
2025-11-13 2025-09-30 13F DISNEY WALT COM 254687106 64,030 619 0.98 7,331 -6.77 0.3490
2025-08-11 2025-06-30 13F DISNEY WALT COM 254687106 63,411 390 0.62 7,864 26.41 0.4117
2025-05-07 2025-03-31 13F DISNEY WALT COM 254687106 63,021 788 1.27 6,220 -10.23 0.3756
2025-01-28 2024-12-31 13F DISNEY WALT COM 254687106 62,233 -880 -1.39 6,930 14.15 0.4009
2024-11-06 2024-09-30 13F DISNEY WALT COM 254687106 63,113 1,292 2.09 6,071 -1.11 0.3540
2024-07-30 2024-06-30 13F DISNEY WALT COM 254687106 61,821 -4,398 -6.64 6,138 -24.24 0.3834
2024-05-06 2024-03-31 13F DISNEY WALT COM 254687106 66,219 2,239 3.50 8,103 40.27 0.4973
2024-02-14 2023-12-31 13F DISNEY WALT COM 254687106 63,980 349 0.55 5,777 12.00 0.4028
2023-11-02 2023-09-30 13F DISNEY WALT COM 254687106 63,631 6,301 10.99 5,157 0.76 0.3788
2023-07-27 2023-06-30 13F DISNEY WALT COM 254687106 57,330 6,407 12.58 5,118 0.39 0.3964
2023-04-05 2023-03-31 13F DISNEY WALT COM 254687106 50,923 2,404 4.95 5,099 20.95 0.4776
2023-02-21 2022-12-31 13F/A-1 DISNEY WALT COM 254687106 48,519 4,215 9.51 4,215 0.86 0.4364
2023-01-24 2022-12-31 13F DISNEY WALT COM 254687106 48,519 4,215 4 0.4364
2022-11-04 2022-09-30 13F DISNEY WALT COM 254687106 44,304 7,347 19.88 4,179 19.78 0.4956
2022-08-01 2022-06-30 13F DISNEY WALT COM 254687106 36,957 1,600 4.53 3,489 -28.06 0.4447
2022-04-21 2022-03-31 13F DISNEY WALT COM 254687106 35,357 7,396 26.45 4,850 11.98 0.5433
2022-02-04 2021-12-31 13F DISNEY WALT COM 254687106 27,961 4,937 21.44 4,331 11.19 0.5114
2021-11-12 2021-09-30 13F DISNEY WALT COM 254687106 23,024 1,275 5.86 3,895 1.88 0.5871
2021-08-10 2021-06-30 13F/A-1 DISNEY WALT COM 254687106 21,749 3,108 16.67 3,823 13.21 0.6232
2021-08-04 2021-06-30 13F DISNEY WALT COM 254687106 18,641 0 3,377 0.5939
2021-05-13 2021-03-31 13F DISNEY WALT COM 254687106 18,641 0 0.00 3,377 0.00 0.5939
2021-02-02 2020-12-31 13F DISNEY WALT COM 254687106 18,641 3,183 20.59 3,377 76.07 0.5939
2020-10-28 2020-09-30 13F/A-1 DISNEY WALT COM DISNEY 254687106 15,458 3,228 26.39 1,918 40.62 0.4110
2020-10-26 2020-09-30 13F DISNEY WALT COM DISNEY 254687106 4,539 -7,691 592 165,316.4889
2020-07-20 2020-06-30 13F/A-1 DISNEY WALT COM DISNEY 254687106 12,230 1,507 14.05 1,364 31.66 0.3490
2020-07-20 2020-06-30 13F DISNEY WALT COM DISNEY 254687106 7,281 1,364
2020-04-16 2020-03-31 13F DISNEY WALT COM DISNEY 254687106 10,723 3,717 53.05 1,036 2.27 0.3220
2020-01-27 2019-12-31 13F DISNEY WALT COM DISNEY 254687106 7,006 2,467 54.35 1,013 71.11 0.2463
2019-10-30 2019-09-30 13F DISNEY WALT COM DISNEY 254687106 4,539 73 1.63 592 -5.13 0.1653
2019-07-09 2019-06-30 13F DISNEY WALT COM DISNEY 254687106 4,466 3 0.07 624 25.81 0.1710
2019-05-10 2019-03-31 13F DISNEY WALT COM DISNEY 254687106 4,463 1,796 67.34 496 69.86 0.1262
2019-01-22 2018-12-31 13F DISNEY WALT COM DISNEY 254687106 2,667 -304 -10.23 292 -15.85 0.0865
2018-10-18 2018-09-30 13F DISNEY WALT COM DISNEY 254687106 2,971 333 12.62 347 25.72 0.0863
2018-07-09 2018-06-30 13F DISNEY WALT COM DISNEY 254687106 2,638 -1,825 -40.89 276 -44.35 0.0699
2019-05-10 2018-03-31 13F DISNEY WALT COM DISNEY 254687106 4,463 4,463 496 0.1038
2017-05-11 2017-03-31 13F DISNEY WALT COM DISNEY 254687106 0 -772 -100.00 0 -100.00
2017-02-13 2016-12-31 13F DISNEY WALT COM DISNEY 254687106 772 772 81 0.0546
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.