Jefferies Group's DIS Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 361,676 shares of The Walt Disney Company (DIS) worth $41.15 M, representing 0.21% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in DIS, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 216,533 shares. Largest reduction occurred in Q2 2024, reducing 218,165 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's The Walt Disney Company (DIS) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Walt Disney Company (DIS) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +72,590 | New Buy | 72,590 | $86.88 |
| Q1 2023 | -38,409 | Reduce 52.91% | 34,181 | $100.13 |
| Q2 2023 | +10,615 | Add 31.06% | 44,796 | $89.28 |
| Q3 2023 | -15,203 | Reduce 33.94% | 29,593 | $81.05 |
| Q4 2023 | +78,098 | Add 263.91% | 107,691 | $90.29 |
| Q1 2024 | +216,533 | Add 201.07% | 324,224 | $122.36 |
| Q2 2024 | -218,165 | Reduce 67.29% | 106,059 | $99.29 |
| Q3 2024 | -46,545 | Reduce 43.89% | 59,514 | $96.19 |
| Q4 2024 | -22,083 | Reduce 37.11% | 37,431 | $111.35 |
| Q1 2025 | +7,773 | Add 20.77% | 45,204 | $98.70 |
| Q2 2025 | +204,454 | Add 452.29% | 249,658 | $124.01 |
| Q3 2025 | -7,112 | Reduce 2.85% | 242,546 | $114.50 |
| Q4 2025 | +119,130 | Add 49.12% | 361,676 | $113.77 |
Jefferies Group's The Walt Disney Company Investment FAQs
Jefferies Group first purchased The Walt Disney Company (DIS) in Q4 2022, acquiring 72,590 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held The Walt Disney Company (DIS) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to The Walt Disney Company (DIS) was in Q1 2024, adding 324,224 shares worth $39.67 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 361,676 shares of The Walt Disney Company (DIS), valued at approximately $41.15 M.
As of the Q4 2025 filing, The Walt Disney Company (DIS) represents approximately 0.21% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in The Walt Disney Company (DIS) was 361,676 shares, as reported at the end of Q4 2025.