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
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| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q4 2024 | Renaissance Technologies LLC | Buy | 434,425 | 1,538,334 | $171,293,369 |
| Q4 2024 | First Eagle U.S. Value | Sell | -581,408 | 3,456,607 | $384,893,220 |
| Q4 2024 | Lindsell Train | Sell | -992,971 | 4,458,441 | $496,447,405 |
| Q4 2024 | ValueAct Holdings | Sell | -898,800 | 6,566,031 | $731,127,552 |
| Q4 2024 | Cullen Value Fund | Sell | -2,153 | 28,997 | $3,228,806 |
| Q4 2024 | Gardner Russo & Quinn | Sell | -314 | 3,571 | $397,646 |
| Q4 2024 | Dodge & Cox Stock Fund | Sell | -2,569 | 301,612 | $33,584,496 |
| Q4 2024 | Sound Shore Management | Sell | -174,930 | 776,361 | $86,447,798 |
| Q4 2024 | Yacktman Asset Management | Sell | -32,647 | 1,507,524 | $167,862,831 |
| Q4 2024 | Causeway Capital Management | Sell | -265,281 | 841,942 | $93,750,230 |
| Q3 2024 | Kahn Brothers Group | Buy | 184,542 | 405,445 | $39,000,069 |
| Q3 2024 | Olstein Capital Management | Buy | 38,000 | 157,000 | $15,102 |
| Q3 2024 | Matrix Private Capital Group | Sell | -1,460 | 3,788 | $364,352 |
| Q3 2024 | Hillman Value Fund | Buy | 13,362 | 67,980 | $6,538,996 |
| Q3 2024 | Sequoia Financial Advisors | Buy | 53,796 | 109,697 | $10,551,722 |
| Q3 2024 | Semper Augustus Investments Group | Buy | 2,731 | 139,424 | $13,411,225 |
| Q3 2024 | Greenbrier Partners Capital Management | Sell | -304 | 231,165 | $23,315,302 |
| Q3 2024 | Giverny Capital | Buy | 12,286 | 245,548 | $23,619,262 |
| Q3 2024 | Hancock Classic Value | Sell | -938 | 270,551 | $26,024,301 |
| Q3 2024 | Mairs & Power Growth Fund | Sell | -17,814 | 337,812 | $32,494,139 |
| Q3 2024 | Parnassus Endeavor Fund | Buy | 4,300 | 768,519 | $73,923,843 |
| Q3 2024 | Renaissance Technologies LLC | Buy | 544,282 | 1,103,909 | $106,185,124 |
| Q3 2024 | First Eagle U.S. Value | Sell | -2,102 | 4,038,015 | $388,416,703 |
| Q3 2024 | Lindsell Train | Buy | 561,130 | 5,451,412 | $524,371,320 |
| Q3 2024 | ValueAct Holdings | Buy | 1,331,200 | 7,464,831 | $718,042,094 |
| Q3 2024 | Cullen Value Fund | Sell | -771 | 31,150 | $2,996,315 |
| Q3 2024 | Gardner Russo & Quinn | Sell | -201 | 3,885 | $373,711 |
| Q3 2024 | Dodge & Cox Stock Fund | Sell | -1,675 | 304,181 | $29,259,170 |
| Q3 2024 | Sound Shore Management | Buy | 328,039 | 951,291 | $91,504,681 |
| Q3 2024 | Yacktman Asset Management | Sell | -95,338 | 1,540,171 | $148,149,077 |
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.