Public record / Tickers / DIS

DIS — Walt Disney Co

Both disclosure regimes on one name: who in Congress filed about DIS, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
321
all PTR rows naming DIS
Members · 12m
8
4 buys · 5 sells · by trade date
Latest PTR
09-01
filed 2026-09-01
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Nancy Pelosi · $1.0M–$5.0M

Sale · traded 2025-12-30 → filed 2026-01-23. Ranked over every DIS row by the provable lower bound, never a point estimate.

8 members · 4 buys / 5 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

83 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

26 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 26 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DIS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DIS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-01Kevin Hern R–OK-1Sale · JT (jointly owned)Traded 08-10 +22d$15K–$50K
2026-08-12Mike Kelly R–PA-16Sale · SP (spouse-owned)Traded 07-17 +26d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-03-09Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 02-10 +27d$1K–$15K
2026-02-15John Boozman R–ARPurchase · JT (jointly owned)Traded 01-08 +38d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 321 ↗

Members active in DIS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing DIS in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
John Boozman R–AR1$1.0K to $15.0K6
Julia Letlow R–LA-51$1.0K to $15.0K2
Kevin Hern R–OK-11−$50.0K to −$15.0K1
Mike Kelly R–PA-161−$15.0K to −$1.0K1
Nancy Pelosi D–CA-111−$5.0M to −$1.0M
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

8 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · DIS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
2 Kevin Hern R–OK-1, Mike Kelly R–PA-16 $16K–$65K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · DISNEY WALT CO

Merged timeline of congressional filings and notable-manager moves on DIS
DateWhoChangeSize
2026-09-01Kevin Hern CongressSale$15K–$50K
2026-08-12Mike Kelly CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Viking Global Investors 13Fadd+2,104,958 sh
2026-05-15D1 Capital Partners 13Fadd+140,100 sh
2026-05-15Corvex Management 13Fadd+217,581 sh
2026-05-15Tudor Investment Corp 13Fadd+563,343 sh
2026-05-15Bridgewater Associates 13Fnew+23,860 sh
2026-05-15ValueAct Holdings 13Ftrim−2,677,700 sh
2026-05-15Gotham Asset Management 13Ftrim−92,387 sh
2026-05-15Soros Fund Management 13Ftrim−668,195 sh
2026-05-15Moore Capital Management 13Fexit−67,354 sh
2026-05-14Caxton Associates 13Fnew+26,537 sh

13 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of DIS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$13.1B1
2VANGUARD CAPITAL MANAGEMENT LLC$11.1B1
3STATE STREET CORP$8.1B1
4JPMORGAN CHASE & CO$7.3B1
5GEODE CAPITAL MANAGEMENT, LLC$4.0B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$3.4B1
7MORGAN STANLEY$3.3B1
8WELLINGTON MANAGEMENT GROUP LLP$2.7B1
9FMR LLC$2.1B1
10NORTHERN TRUST CORP$1.9B1
11BANK OF AMERICA CORP /DE/$1.7B1
12UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.6B1
13STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$1.5B1
14ALLIANCEBERNSTEIN L.P.$1.4B1
15AMERIPRISE FINANCIAL INC$1.4B1
16ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.4B1
17JENNISON ASSOCIATES LLC$1.3B1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.3B1
19Bank of New York Mellon Corp$1.3B1
20VIKING GLOBAL INVESTORS LP$1.3B1
21Capital World Investors$1.2B1
22Invesco Ltd.$1.2B1
23Legal & General Group Plc$1.1B1
24Amundi$1.1B1
25Nuveen, LLC$1.1B1
26Newport Trust Company, LLC$1.0B1
27FRANKLIN RESOURCES INC$975M1
28VANGUARD FIDUCIARY TRUST CO$961M1
29ROYAL BANK OF CANADA$820M1
30Boston Partners$816M1
31DIMENSIONAL FUND ADVISORS LP$715M1
32UBS Group AG$708M1
33DEUTSCHE BANK AG\$663M1
34Janus Henderson Group Ltd.$646M1
35PRIMECAP MANAGEMENT CO/CA/$601M1
36WELLS FARGO & COMPANY/MN$598M1
37First Eagle Investment Management, LLC$506M1
38Swiss National Bank$505M1
39Baird Financial Group, Inc.$480M1
40Sumitomo Mitsui Trust Group, Inc.$429M1
41HSBC HOLDINGS PLC$427M1
42National Pension Service$408M1
43Mitsubishi UFJ Asset Management Co., Ltd.$399M1
44Vanguard Global Advisers, LLC$380M1
45BARCLAYS PLC$372M1
46Orbis Allan Gray Ltd$360M1
47ENVESTNET ASSET MANAGEMENT INC$338M1
48VICTORY CAPITAL MANAGEMENT INC$338M1
49Lindsell Train Ltd$309M1
50CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$303M1
51Alecta Tjanstepension Omsesidigt$303M1
52VANGUARD ASSET MANAGEMENT, Ltd$298M1
53RAYMOND JAMES FINANCIAL INC$291M1
54MANUFACTURERS LIFE INSURANCE COMPANY, THE$276M1
55CIBC Bancorp USA Inc.$270M1
56AQR CAPITAL MANAGEMENT LLC$264M1
57D. E. Shaw & Co., Inc.$244M1
58BNP Paribas Asset Management Holding S.A.$239M1
59NORDEA INVESTMENT MANAGEMENT AB$234M1
60FARALLON CAPITAL MANAGEMENT, L.L.C.$231M1
61CITIGROUP INC$231M1
62CANADA PENSION PLAN INVESTMENT BOARD$228M1
63D1 Capital Partners L.P.$227M1
64BANK OF MONTREAL /CAN/$216M1
65DENDUR CAPITAL LP$211M1
66Corvex Management LP$208M1
6759 North Capital Management, LP$207M1
68NEW YORK STATE COMMON RETIREMENT FUND$206M1
69HighTower Advisors, LLC$204M1
70LPL Financial LLC$202M1
71Universal- Beteiligungs- und Servicegesellschaft mbH$198M1
72MARKEL GROUP INC.$196M1
73PRINCIPAL FINANCIAL GROUP INC$193M1
74Robeco Institutional Asset Management B.V.$189M1
75PRUDENTIAL FINANCIAL INC$188M1
76ABN AMRO Bank N.V.$171M1
77Ensign Peak Advisors, Inc$171M1
78ADAGE CAPITAL PARTNERS GP, L.L.C.$167M1
79Employees Provident Fund Board$167M1
80MARSHFIELD ASSOCIATES$158M1
81STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$152M1
82AVIVA PLC$150M1
83Empower Advisory Group, LLC$147M1
84NATIONAL BANK OF CANADA /FI/$146M1
85H&H International Investment, LLC$146M1
86JUPITER ASSET MANAGEMENT LTD$145M1
87Bank Julius Baer & Co. Ltd, Zurich$140M1
88VOYA INVESTMENT MANAGEMENT LLC$133M1
89Pathstone Holdings, LLC$133M1
90Aberdeen Group plc$132M1
91PFA Pension, Forsikringsaktieselskab$132M1
92SCHRODER INVESTMENT MANAGEMENT GROUP$122M1
93Eurizon Capital SGR S.p.A.$119M1
94Cerity Partners LLC$117M1
95Corient Private Wealth LLC$116M1
96DANSKE BANK A/S$107M1
97Resona Asset Management Co.,Ltd.$106M1
98Hudson Bay Capital Management LP$106M1
99STOREBRAND ASSET MANAGEMENT AS$104M1
100Assenagon Asset Management S.A.$103M1
101FIFTH THIRD BANCORP$102M1
102Chevy Chase Trust Holdings, LLC$101M1
103Artisan Partners Limited Partnership$98.8M1
104SEI INVESTMENTS CO$97.7M1
105Pictet Asset Management Holding SA$97.3M1
106Woodline Partners LP$95.6M1
107LAZARD ASSET MANAGEMENT LLC$95.2M1
108Korea Investment CORP$94.7M1
109Lansforsakringar Fondforvaltning AB (publ)$94.6M1
110STATE OF WISCONSIN INVESTMENT BOARD$93.7M1
111STIFEL FINANCIAL CORP$93.7M1
112Retirement Systems of Alabama$93.1M1
113TRUIST FINANCIAL CORP$92.9M1
114CITADEL ADVISORS LLC$88.3M1
115TORONTO DOMINION BANK$88.3M1
116Mitsubishi UFJ Trust & Banking Corp$87.0M1
117Vanguard Investments Australia, Ltd.$85.7M1
118US BANCORP \DE\$85.7M1
119Focus Partners Wealth$85.5M1
120FIL Ltd$84.2M1
121Asset Management One Co., Ltd.$83.3M1
122ROYAL LONDON ASSET MANAGEMENT LTD$82.9M1
123APG Asset Management N.V.$81.5M1
124AMERICAN CENTURY COMPANIES INC$81.1M1
125MILLENNIUM MANAGEMENT LLC$80.9M1
126CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$79.7M1
127Swedbank AB$78.0M1
128Rockefeller Capital Management L.P.$77.5M1
129TD ASSET MANAGEMENT INC$76.8M1
130Vontobel Holding Ltd.$76.7M1
131M&T BANK CORP$73.8M1
132KLP KAPITALFORVALTNING AS$73.0M1
133Quantinno Capital Management LP$72.9M1
134BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$72.5M1
135FEDERATED HERMES, INC.$72.2M1
136HOMESTEAD ADVISERS CORP$70.7M1
137PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$70.5M1
138NOMURA ASSET MANAGEMENT CO LTD$69.8M1
139Creative Planning$66.4M1
140COMMERCE BANK$65.7M1
141WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$65.5M1
142MACKENZIE FINANCIAL CORP$65.0M1
143SCHARF INVESTMENTS, LLC$64.8M1
144Granite Group Advisors, LLC$64.7M1
145ANTIPODES PARTNERS Ltd$63.4M1
146ARIEL INVESTMENTS, LLC$63.1M1
147BALYASNY ASSET MANAGEMENT L.P.$61.9M1
148UNITED CAPITAL FINANCIAL ADVISORS, LLC$61.5M1
149Man Group plc$60.9M1
150Nan Shan Life Insurance Co., Ltd.$60.8M1
151TUDOR INVESTMENT CORP ET AL$60.5M1
152SHAPIRO CAPITAL MANAGEMENT LLC$59.5M1
153State of New Jersey Common Pension Fund D$58.9M1
154COMMONWEALTH EQUITY SERVICES, LLC$58.5M1
155REGIONS FINANCIAL CORP$58.5M1
156Cetera Investment Advisers$58.4M1
157OSAIC HOLDINGS, INC.$57.5M1
158Oldfield Partners LLP$57.4M1
159KEYBANK NATIONAL ASSOCIATION/OH$57.1M1
160SUSQUEHANNA INTERNATIONAL GROUP, LLP$56.8M1
161Alyeska Investment Group, L.P.$56.4M1
162Douglas Lane & Associates, LLC$55.5M1
163Long Focus Capital Management, LLC$54.5M1
164WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$54.4M1
165NISA INVESTMENT ADVISORS, LLC$54.2M1
166CAUSEWAY CAPITAL MANAGEMENT LLC$54.0M1
167Mariner, LLC$53.2M1
168CACTI ASSET MANAGEMENT LLC$52.7M1
169Tredje AP-fonden$52.4M1
170Giverny Capital Inc.$51.7M1
171Calamos Advisors LLC$51.4M1
172Mirae Asset Global Investments Co., Ltd.$51.3M1
173Holocene Advisors, LP$50.0M1
174Candriam S.C.A.$49.4M1
175HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$48.9M1
176Zurcher Kantonalbank (Zurich Cantonalbank)$48.6M1
177Sumitomo Mitsui DS Asset Management Company, Ltd$48.4M1
178STATE OF MICHIGAN RETIREMENT SYSTEM$47.9M1
179Arizona State Retirement System$47.1M1
180Czech National Bank$46.5M1
181TOCQUEVILLE ASSET MANAGEMENT L.P.$46.0M1
182FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$45.6M1
183CIBC Asset Management Inc$45.4M1
184BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$45.2M1
185Allianz Asset Management GmbH$44.7M1
186SEB Asset Management AB$44.5M1
187CREDIT AGRICOLE S A$44.5M1
188CIBC WORLD MARKET INC.$44.2M1
189Clark Capital Management Group, Inc.$43.2M1
190DigitalBridge Group, Inc.$42.7M1
191CHECK CAPITAL MANAGEMENT INC/CA$42.3M1
192ING GROEP NV$41.1M1
193Steward Partners Investment Advisory, LLC$40.3M1
194SHELTON CAPITAL MANAGEMENT$39.8M1
195COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$39.8M1
196Quintet Private Bank (Europe) S.A.$39.6M1
197MML INVESTORS SERVICES, LLC$39.0M1
198NISSAY ASSET MANAGEMENT CORP /JAPAN$38.9M1
199ValueAct Holdings, L.P.$38.6M1
200OpenArc Corporate Advisory, LLC$37.9M1
201GFS Advisors, LLC$37.9M1
202Daiwa Securities Group Inc.$37.4M1
203Federation des caisses Desjardins du Quebec$37.0M1
204Cannell & Spears LLC$36.3M1
205ASSETMARK, INC$36.3M1
206ProShare Advisors LLC$35.8M1
207OFI INVEST ASSET MANAGEMENT$35.7M1
208Wilkinson Global Asset Management LLC$35.3M1
209Swiss Life Asset Management Ltd$35.0M1
210Sanctuary Advisors, LLC$34.7M1
211IFM Investors Pty Ltd$34.6M1
212SCOTIA CAPITAL INC.$34.3M1
213Tidal Investments LLC$33.9M1
214BLAIR WILLIAM & CO/IL$33.1M1
215Gotham Asset Management, LLC$33.1M1
216J. Stern & Co. LLP$32.7M1
217BANK OF NOVA SCOTIA$32.7M1
218GATEWAY INVESTMENT ADVISERS LLC$32.6M1
219Allworth Financial LP$32.1M1
220XPONANCE LLC$32.0M1
221FIRST TRUST ADVISORS LP$31.6M1
222ONTARIO TEACHERS PENSION PLAN BOARD$31.3M1
223WHITTIER TRUST CO$30.8M1
224TEACHER RETIREMENT SYSTEM OF TEXAS$30.6M1
225Metropolis Capital Ltd$30.6M1
226Empowered Funds, LLC$30.6M1
227PUBLIC SECTOR PENSION INVESTMENT BOARD$30.4M1
228Zurich Insurance Group Ltd/FI$30.3M1
229Compagnie Lombard Odier SCmA$30.1M1
230Andra AP-fonden$29.7M1
231SAPIENT CAPITAL LLC$29.7M1
232USS Investment Management Ltd$29.4M1
233TD Waterhouse Canada Inc.$29.1M1
234Squarepoint Ops LLC$29.1M1
235Walleye Capital LLC$28.3M1
236Varma Mutual Pension Insurance Co$28.0M1
237Chescapmanager LLC$27.9M1
238Utah Retirement Systems$27.8M1
239NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$27.8M1
240Destination Wealth Management$26.9M1
241Crake Asset Management LLP$26.7M1
242Trexquant Investment LP$26.6M1
243Smith Group Asset Management, LLC$26.3M1
244ABN AMRO INVESTMENT SOLUTIONS$26.2M1
245ASR Vermogensbeheer N.V.$26.1M1
246MERCER GLOBAL ADVISORS INC /ADV$25.7M1
247EASTERN BANK$25.7M1
248O'SHAUGHNESSY ASSET MANAGEMENT, LLC$25.7M1
249NEW YORK LIFE INVESTMENT MANAGEMENT LLC$25.4M1
250TREMBLANT CAPITAL GROUP$25.4M1
251UniSuper Management Pty Ltd$25.3M1
252DELTA ASSET MANAGEMENT LLC/TN$25.3M1
253NATIXIS$24.9M1
254Rakuten Investment Management, Inc.$24.9M1
255D.A. DAVIDSON & CO.$24.8M1
256Kestra Advisory Services, LLC$24.8M1
257NEOS Investment Management LLC$24.7M1
258HANCOCK WHITNEY CORP$24.6M1
259WATERS PARKERSON & CO., LLC$24.6M1
260GROUPAMA ASSET MANAGMENT$24.5M1
261BRIDGEWAY CAPITAL MANAGEMENT, LLC$24.4M1
262Beacon Pointe Advisors, LLC$24.4M1
263KING LUTHER CAPITAL MANAGEMENT CORP$24.4M1
264Brevan Howard Capital Management LP$24.0M1
265TERRIL BROTHERS, INC.$23.6M1
266MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$23.5M1
267Crossmark Global Holdings, Inc.$23.2M1
268MAIRS & POWER INC$23.1M1
269BECKER CAPITAL MANAGEMENT INC$22.6M1
270OPPENHEIMER ASSET MANAGEMENT INC.$22.4M1
271Intesa Sanpaolo Wealth Management$22.3M1
272BROWN ADVISORY INC$22.3M1
273Regal Partners Ltd$22.2M1
274GRANDFIELD & DODD, LLC$21.6M1
275Kinetic Partners Management, LP$21.5M1
276Cresset Asset Management, LLC$21.4M1
277B. Metzler seel. Sohn & Co. AG$21.3M1
278PRUDENTIAL PLC$21.3M1
279Quadrature Capital Ltd$21.2M1
280Mesirow Financial Investment Management, Inc.$21.1M1
281LONE PEAK GLOBAL INVESTORS LLC$21.0M1
282FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$20.9M1
283Ethic Inc.$20.8M1
284MAI Capital Management$20.0M1
285MACQUARIE GROUP LTD$19.8M1
286NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$19.7M1
287FIRST NATIONAL BANK OF OMAHA$19.6M1
288NewEdge Advisors, LLC$19.6M1
289OREGON PUBLIC EMPLOYEES RETIREMENT FUND$19.6M1
290DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$19.5M1
291Act Two Investors LLC$19.4M1
292Lido Advisors, LLC$19.4M1
293Grace & Mercy Foundation, Inc.$19.4M1
294CLARK ESTATES INC/NY$19.3M1
295DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$19.3M1
296Banco Santander, S.A.$19.3M1
297FIRST MANHATTAN CO. LLC.$19.3M1
298ALLIANZ SE$19.0M1
299AlTi Global, Inc.$18.9M1
300PACIFIC HEIGHTS ASSET MANAGEMENT LLC$18.8M1
301National Mutual Insurance Federation of Agricultural Cooperatives$18.6M1
302Generali Asset Management SPA SGR$18.6M1
303GUGGENHEIM CAPITAL LLC$18.3M1
304FACTORY MUTUAL INSURANCE CO$18.2M1
305MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$18.2M1
306Waverly Advisors, LLC$18.2M1
307Bronte Capital Management Pty Ltd.$17.9M1
308INTECH INVESTMENT MANAGEMENT LLC$17.9M1
309Vanguard Personalized Indexing Management, LLC$17.7M1
310OP Asset Management Ltd$17.6M1
311EXCHANGE TRADED CONCEPTS, LLC$17.6M1
312Townsend & Associates, Inc$17.4M1
313&PARTNERS$17.2M1
314Cornerstone Capital, Inc.$17.0M1
315CWM, LLC$16.9M1
316Atria Investments, Inc$16.6M1
317FRANKLIN STREET ADVISORS INC /NC$16.4M1
318Coronation Fund Managers Ltd.$16.0M1
319MASSACHUSETTS FINANCIAL SERVICES CO /MA/$15.8M1
320Private Advisor Group, LLC$15.4M1
321Lighthouse Investment Partners, LLC$15.3M1
322DAVENPORT & Co LLC$14.9M1
323Covea Finance$14.9M1
324WINDWARD CAPITAL MANAGEMENT CO /CA$14.9M1
325WHITTIER TRUST CO OF NEVADA INC$14.9M1
326SEMPER AUGUSTUS INVESTMENTS GROUP LLC$14.7M1
327Bragg Financial Advisors, Inc$14.6M1
328Equitable Holdings, Inc.$14.4M1
329QRG CAPITAL MANAGEMENT, INC.$14.4M1
330Chesley Taft & Associates LLC$14.3M1
331Elo Mutual Pension Insurance Co$14.3M1
332EASTERLY INVESTMENT PARTNERS LLC$14.2M1
333FORA Capital, LLC$13.9M1
334Danica Pension, Livsforsikringsaktieselskab$13.9M1
335NORTHEAST INVESTMENT MANAGEMENT$13.8M1
336Badgley Phelps Wealth Managers, LLC$13.7M1
337Capital International, Inc./CA/$13.5M1
338IEQ CAPITAL, LLC$13.1M1
339DDD Partners, LLC$13.0M1
340BEESE FULMER INVESTMENT MANAGEMENT, INC.$12.8M1
341Kimelman & Baird, LLC$12.8M1
3421832 Asset Management L.P.$12.7M1
343Midwest Trust Co$12.7M1
344CLIFFORD SWAN INVESTMENT COUNSEL LLC$12.6M1
345Wealthfront Advisers LLC$12.5M1
346Brookstone Capital Management$12.5M1
347Avanza Fonder AB$12.4M1
348EVERGREEN CAPITAL MANAGEMENT LLC$12.3M1
349Investment Management Corp of Ontario$12.3M1
350Composition Wealth, LLC$12.3M1
351Zuckerman Investment Group, LLC$12.2M1
352WASHINGTON TRUST BANK$12.2M1
353BOOTHBAY FUND MANAGEMENT, LLC$12.2M1
354NorthCrest Asset Manangement, LLC$12.1M1
355OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$12.0M1
356ELEVATION POINT WEALTH PARTNERS, LLC$11.9M1
357Allspring Global Investments Holdings, LLC$11.9M1
358Black Cypress Capital Management, LLC$11.8M1
359Dana Investment Advisors, Inc.$11.6M1
360Vinva Investment Management Ltd$11.6M1
361Qsemble Capital Management, LP$11.4M1
362Sequoia Financial Advisors, LLC$11.4M1
363Drexel Morgan & Co.$11.2M1
364PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$11.2M1
365Norinchukin Bank, The$11.0M1
366Pinnacle Financial Partners, Inc.$10.9M1
367GRIMES & Co WEALTH MANAGEMENT, LLC$10.9M1
368LMCG INVESTMENTS, LLC$10.7M1
369CORDA Investment Management, LLC.$10.7M1
370Dakota Wealth Management$10.7M1
371Evelyn Partners Investment Management LLP$10.7M1
372PINNACLE ASSOCIATES LTD$10.6M1
373CHOREO, LLC$10.6M1
374Powszechne Towarzystwo Emerytalne Allianz Polska S.A.$10.6M1
375Aptus Capital Advisors, LLC$10.4M1
376MIZUHO SECURITIES USA LLC$10.3M1
377Walter Public Investments Inc.$10.3M1
378Rafferty Asset Management, LLC$10.2M1
379ALBION FINANCIAL GROUP /UT$10.2M1
380Iyo Bank, Ltd.$10.2M1
381FIDUCIARY TRUST CO$10.0M1
382CABOT WEALTH MANAGEMENT INC$9.9M1
383Blume Capital Management, Inc.$9.8M1
384Generali Investments CEE, investicni spolecnost, a.s.$9.7M1
385WINTON GROUP Ltd$9.7M1
386IQ EQ FUND MANAGEMENT (IRELAND) Ltd$9.7M1
387Matthew Goff Investment Advisor, LLC$9.7M1
388World Investment Advisors$9.5M1
389M&G Plc$9.4M1
390Peak Asset Management, LLC$9.3M1
391NFJ INVESTMENT GROUP, LLC$9.3M1
392Fiduciary Group, LLC$9.3M1
393GRIFFIN ASSET MANAGEMENT, INC.$9.2M1
394MARK ASSET MANAGEMENT LP$9.2M1
395Aware Super Pty Ltd as trustee of Aware Super$9.2M1
396BAILARD, INC.$9.2M1
397INTACT INVESTMENT MANAGEMENT INC.$9.2M1
398Marble Harbor Investment Counsel, LLC$9.1M1
399NOESIS CAPITAL MANGEMENT CORP$9.1M1
400LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$9.1M1
401HB Wealth Management, LLC$9.1M1
402Kinsale Capital Group, Inc.$9.1M1
403GREAT LAKES ADVISORS, LLC$9.1M1
404DCM Advisors, LLC$9.0M1
405Stratos Wealth Partners, LTD.$9.0M1
406Trajan Wealth LLC$9.0M1
407OMERS ADMINISTRATION Corp$9.0M1
408OPPENHEIMER & CO INC$8.9M1
409Union Bancaire Privee, UBP SA$8.8M1
410Callan Family Office, LLC$8.8M1
411Live Oak Private Wealth LLC$8.8M1
412KESTRA PRIVATE WEALTH SERVICES, LLC$8.8M1
413Orion Porfolio Solutions, LLC$8.7M1
414Modera Wealth Management, LLC$8.7M1
415Bleakley Financial Group, LLC$8.7M1
416PZENA INVESTMENT MANAGEMENT LLC$8.7M1
417Maryland State Retirement & Pension System$8.6M1
418Y-Intercept (Hong Kong) Ltd$8.6M1
419Grantham, Mayo, Van Otterloo & Co. LLC$8.5M1
420Lombard Odier Asset Management (Switzerland) SA$8.5M1
421AE Wealth Management LLC$8.4M1
422BERKSHIRE ASSET MANAGEMENT LLC/PA$8.3M1
423Geneos Wealth Management Inc.$8.2M1
424Evelyn Partners Investment Management Services Ltd$8.2M1
425Concurrent Investment Advisors, LLC$8.2M1
426DIVERSIFY WEALTH MANAGEMENT, LLC$8.2M1
427EP Wealth Advisors, LLC$8.2M1
428JOHN G ULLMAN & ASSOCIATES INC$8.0M1
429Triavera Capital LLC$7.9M1
430BCV Asset Management Inc.$7.9M1
431CAPITOLIS LIQUID GLOBAL MARKETS LLC$7.9M1
432FIRST FOUNDATION ADVISORS$7.8M1
433Perigon Wealth Management, LLC$7.8M1
434Private Wealth Partners, LLC$7.8M1
435Choate Investment Advisors$7.7M1
436COLDSTREAM CAPITAL MANAGEMENT INC$7.7M1
437KLCM Advisors, Inc.$7.6M1
438FOUNDERS CAPITAL MANAGEMENT, LLC$7.5M1
439Laird Norton Wetherby Trust Company, LLC$7.4M1
440Clearstead Advisors, LLC$7.4M1
441LS Investment Advisors, LLC$7.4M1
442Kazazian Asset Management, LLC$7.4M1
443Third View Private Wealth, LLC$7.4M1
444Ironvine Capital Partners, LLC$7.4M1
445NOMURA HOLDINGS INC$7.3M1
446Lincoln Capital LLC$7.3M1
447Van Cleef Asset Management,Inc$7.3M1
448AXXCESS WEALTH MANAGEMENT, LLC$7.2M1
449GHP Investment Advisors, Inc.$7.2M1
450Telos Capital Management, Inc.$7.2M1
451Metis Global Partners, LLC$7.1M1
452Evelyn Partners Asset Management Ltd$7.1M1
453PARTHENON LLC$7.1M1
454NWF Advisory Services Inc.$7.1M1
455EAGLE ROCK INVESTMENT COMPANY, LLC$7.0M1
456Plato Investment Management Ltd$7.0M1
457Stamos Capital Partners, L.P.$7.0M1
458MUFG Securities EMEA plc$7.0M1
459Ally Financial Inc.$6.9M1
460AG2R LA MONDIALE GESTION D'ACTIFS$6.9M1
461Atlantic Union Bankshares Corp$6.9M1
462Socorro Asset Management LP$6.8M1
463Quilter Plc$6.8M1
464Gerber Kawasaki Wealth & Investment Management$6.8M1
465Edge Wealth Management LLC$6.7M1
466Merit Financial Group, LLC$6.6M1
467RWA WEALTH PARTNERS, LLC$6.6M1
468United Asset Strategies, Inc.$6.6M1
469Providence Capital Advisors, LLC$6.6M1
470a16z Perennial Management, L.P.$6.5M1
471EFG International AG$6.5M1
472Te Ahumairangi Investment Management Ltd$6.4M1
473WCG Wealth Advisors LLC$6.4M1
474Perennial Advisors, LLC$6.4M1
475VAN DEN BERG MANAGEMENT I, INC$6.4M1
476Vision Capital Management, Inc.$6.4M1
477JANE STREET GROUP, LLC$6.4M1
478MGO ONE SEVEN LLC$6.3M1
479Vestmark Advisory Solutions, Inc.$6.3M1
480Segment Wealth Management, LLC$6.3M1
481STRATEGY ASSET MANAGERS LLC$6.3M1
482Venture Visionary Partners LLC$6.2M1
483TOTH FINANCIAL ADVISORY CORP$6.1M1
484Mutual Advisors, LLC$6.1M1
485Maven Securities LTD$6.0M1
486LONGFELLOW INVESTMENT MANAGEMENT CO LLC$6.0M1
487Bedell Frazier Investment Counselling, LLC$6.0M1
488Sand Hill Global Advisors, LLC$5.9M1
489Ruffer LLP$5.9M1
490Capital Asset Advisory Services LLC$5.9M1
491TWO SIGMA INVESTMENTS, LP$5.9M1
492LGT Group Foundation$5.9M1
493Dai-ichi Life Insurance Company, Ltd$5.9M1
494MARCO INVESTMENT MANAGEMENT LLC$5.9M1
495VELA Investment Management, LLC$5.9M1
496Empirical Finance, LLC$5.9M1
497Addenda Capital Inc.$5.9M1
498TOKIO MARINE ASSET MANAGEMENT CO LTD$5.9M1
499PRINCIPAL SECURITIES, INC.$5.9M1
500Savant Capital, LLC$5.9M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)4 buy / 5 sell
Congress net ($ bound)−$5.1M to −$958K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on DIS

RETAINED WINDOW · ACTIVE HITS
Signal hits naming DIS
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against3 hits

Every rule, with its definition →

Planned modules for DIS · financials and macro

Financials — as filed PLANNED

DIS's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: DIS on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing