WALT DISNEY CO/THE (DIS) Institutional Ownership Changes & 13F Activity

WALT DISNEY CO/THE (DIS) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include ValueAct Holdings, Viking Global Investors, First Eagle U.S. Value, H&H International Investment, and Lindsell Train.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026ValueAct HoldingsSell-2,677,700400,231$38,574,264
Q1 2026Viking Global InvestorsBuy2,104,95813,298,462$1,281,705,768
Q1 2026First Eagle U.S. ValueBuy1,810,6925,254,083$506,388,477
Q1 2026H&H International InvestmentBuy799,8001,511,800$145,707,284
Q1 2026Lindsell TrainSell-275,4233,206,407$309,033,507
Q1 2026Ariel Appreciation FundBuy96,722654,369$63,068,084
Q1 2026Mairs & Power Growth FundSell-56,337239,846$23,116,357
Q1 2026Kahn Brothers GroupSell-15,460378,909$36,519,249
Q1 2026Causeway Capital ManagementBuy13,818559,882$53,961,450
Q1 2026Yacktman Asset ManagementBuy13,6201,347,536$129,875,519
Q1 2026Sound Shore ManagementBuy11,725970,436$93,530,622
Q1 2026Sequoia Financial AdvisorsSell-11,552117,953$11,368,287
Q1 2026Giverny CapitalSell-7,905536,514$51,709,219
Q1 2026Semper Augustus Investments GroupBuy6,801152,583$14,705,946
Q1 2026Cullen Value FundSell-6,38725,145$2,423,514
Q1 2026Olstein Capital ManagementSell-3,864104,000$10,024
Q1 2026Dodge & Cox Stock FundSell-3,473266,866$25,720,545
Q1 2026Hillman Value FundBuy6024,599$2,370,852
Q1 2026Gardner Russo & QuinnBuy72,517$242,592
Q4 2025ValueAct HoldingsSell-1,314,0003,077,931$350,176,210
Q4 2025Viking Global InvestorsBuy743,79311,193,504$1,273,484,950
Q4 2025Renaissance Technologies LLCBuy389,686902,700$102,700,396
Q4 2025Giverny CapitalBuy284,019544,419$61,938,550
Q4 2025Lindsell TrainSell-244,0003,481,830$396,127,799
Q4 2025Sound Shore ManagementBuy243,686958,711$109,072,550
Q4 2025Hancock Classic ValueBuy87,67590,219$10,264,216
Q4 2025Ariel Appreciation FundBuy57,678557,647$63,443,499
Q4 2025Causeway Capital ManagementSell-49,851546,064$62,125,705
Q4 2025Longleaf PartnersBuy31,315317,175$36,085,000
Q4 2025Yacktman Asset ManagementSell-23,9321,333,916$151,759,623

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.

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