WALT DISNEY CO/THE (DIS) Stock Institutional Trading Activity
WALT DISNEY CO/THE (DIS) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include ValueAct Holdings, Viking Global Investors, Renaissance Technologies LLC, Giverny Capital, and Lindsell Train. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.
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- WALT DISNEY CO/THE (DIS) stock institutional ownership
- WALT DISNEY CO/THE (DIS) stock insider trading activity
- Stock rankings
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q4 2025 | Olstein Capital Management | Sell | -1,136 | 107,864 | $12,272 |
| Q4 2025 | Matrix Private Capital Group | Sell | -225 | 1,983 | $227,093 |
| Q4 2025 | Hancock Classic Value | Buy | 87,675 | 90,219 | $10,264,216 |
| Q4 2025 | Semper Augustus Investments Group | Buy | 246 | 145,782 | $16,585,563 |
| Q4 2025 | Mairs & Power Growth Fund | Sell | -17,351 | 296,183 | $33,696,740 |
| Q4 2025 | Longleaf Partners | Buy | 31,315 | 317,175 | $36,085,000 |
| Q4 2025 | Giverny Capital | Buy | 284,019 | 544,419 | $61,938,550 |
| Q4 2025 | Ariel Appreciation Fund | Buy | 57,678 | 557,647 | $63,443,499 |
| Q4 2025 | H&H International Investment | Sell | -11,000 | 712,000 | $81,004,240 |
| Q4 2025 | Renaissance Technologies LLC | Buy | 389,686 | 902,700 | $102,700,396 |
| Q4 2025 | ValueAct Holdings | Sell | -1,314,000 | 3,077,931 | $350,176,210 |
| Q4 2025 | Lindsell Train | Sell | -244,000 | 3,481,830 | $396,127,799 |
| Q4 2025 | Viking Global Investors | Buy | 743,793 | 11,193,504 | $1,273,484,950 |
| Q4 2025 | Cullen Value Fund | Sell | -12,066 | 31,532 | $3,653,961 |
| Q4 2025 | Yacktman Asset Management | Sell | -23,932 | 1,333,916 | $151,759,623 |
| Q4 2025 | Kahn Brothers Group | Sell | -155 | 394,369 | $44,867,361 |
| Q4 2025 | Causeway Capital Management | Sell | -49,851 | 546,064 | $62,125,705 |
| Q3 2025 | Olstein Capital Management | Sell | -3,000 | 109,000 | $12,481 |
| Q3 2025 | Eagle Capital Management | Buy | 209 | 3,337 | $382,086 |
| Q3 2025 | Hillman Value Fund | Sell | -1,310 | 27,452 | $3,143,254 |
| Q3 2025 | Sequoia Financial Advisors | Sell | -381 | 108,486 | $12,421,603 |
| Q3 2025 | Semper Augustus Investments Group | Buy | 1,139 | 145,536 | $16,663,816 |
| Q3 2025 | Giverny Capital | Sell | -75 | 260,400 | $29,815,800 |
| Q3 2025 | Longleaf Partners | Sell | -4,470 | 285,860 | $32,730,971 |
| Q3 2025 | Mairs & Power Growth Fund | Buy | 2,101 | 313,534 | $35,899,643 |
| Q3 2025 | Ariel Appreciation Fund | Buy | 327,799 | 499,969 | $57,246,451 |
| Q3 2025 | Renaissance Technologies LLC | Buy | 170,554 | 513,014 | $58,740,614 |
| Q3 2025 | First Eagle U.S. Value | Buy | 3,158 | 3,426,467 | $392,330,478 |
| Q3 2025 | Lindsell Train | Sell | -361,446 | 3,725,830 | $426,607,535 |
| Q3 2025 | ValueAct Holdings | Sell | -695,700 | 4,391,931 | $502,876,100 |
Frequently asked questions about DIS activity
Which institutional owners are buying DIS?
Institutional owners buying DIS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DIS activity?
"Buy" means an investor increased their reported position in DIS compared to the prior reporting period. This reflects growing exposure to WALT DISNEY CO/THE (DIS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DIS increasing?
Institutional interest in DIS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.