Walt Disney Co (DIS) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
The Walt Disney Company, together with its subsidiaries, operates as an entertainment company worldwide. It operates through two segments, Disney Media and Entertainment Distribution; and Disney Parks, Experiences and Products. The company engages in the film and episodic television content production and distribution activities, as well as operates television broadcast networks under the ABC, Disney, ESPN, Freeform, FX, Fox, National Geographic, and Star brands; and studios that produces motion pictures under the Walt Disney Pictures, Twentieth Century Studios, Marvel, Lucasfilm, Pixar, and Searchlight Pictures banners. It also offers direct-to-consumer streaming services through Disney+, Disney+ Hotstar, ESPN+, Hulu, and Star+; sale/licensing of film and television content to third-party television and subscription video-on-demand services; theatrical, home entertainment, and music distribution services; staging and licensing of live entertainment events; and post-production services by Industrial Light & Magic and Skywalker Sound. In addition, the company operates theme parks and resorts, such as Walt Disney World Resort in Florida; Disneyland Resort in California; Disneyland Paris; Hong Kong Disneyland Resort; and Shanghai Disney Resort; Disney Cruise Line, Disney Vacation Club, National Geographic Expeditions, and Adventures by Disney as well as Aulani, a Disney resort and spa in Hawaii; licenses its intellectual property to a third party for the operations of the Tokyo Disney Resort; and provides consumer products, which include licensing of trade names, characters, visual, literary, and other IP for use on merchandise, published materials, and games. Further, it sells branded merchandise through retail, online, and wholesale businesses; and develops and publishes books, comic books, and magazines. The Walt Disney Company was founded in 1923 and is based in Burbank, California.
the bull case· 4
9
customers naming DIS as a supplier in their own filings
sec filingsfrom their filings8.70%
of Globant S.A.'s revenue is DIS by their own filing
20-Ffrom their filing+1.43%
change in shares held by the ten largest reporting managers over the latest quarter
13fJun 30 '262,933
managers reporting a position in thirteen f filings
13fJun 30 '26the bear case· 3
10 of 21
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '262 of 8
recent reports where the move came in under the options implied range
earnings historyimplied vs realized10
of the funds on file reporting a position in DIS
n-portas of Jun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Nov 20 '26 report. Not a forecast, not advice.
Of the 6 companies Walt Disney Co moves with most closely, none share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 7990, Services-Miscellaneous Amusement & Recreation, from each company's own filings. Largest first.
DIS (Walt Disney Co) has 3 disclosed suppliers and 9 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
High 108.26 at 2:15 pm ET, low 106.35 at 6:15 am ET.
Walt Disney Co
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Services-Miscellaneous Amusement & Recreation
tall tick = annual report · 1 on record
2,941 managers report a position worth $130.7B between them, and 74 of them hold 80% of it.