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 2025Hillman Value FundSell-27,75540,310$3,978,597
Q1 2025H&H International InvestmentSell-25,500723,000$71,360,100
Q1 2025First Eagle U.S. ValueBuy19,7943,476,401$343,120,781
Q1 2025Cullen Value FundBuy13,95742,954$4,239,518
Q1 2025Mairs & Power Growth FundSell-13,766314,821$31,072,835
Q1 2025Sequoia Financial AdvisorsSell-7,227104,166$10,281,171
Q1 2025Dodge & Cox Stock FundSell-5,234296,378$29,252,509
Q1 2025Kahn Brothers GroupSell-4,851348,175$34,364,847
Q1 2025Hancock Classic ValueSell-3,9622,544$251,093
Q1 2025Olstein Capital ManagementBuy2,000139,500$13,769
Q1 2025Giverny CapitalSell-715247,503$24,428,546
Q1 2025Gardner Russo & QuinnSell-6282,943$290,488
Q1 2025Eagle Capital ManagementBuy5713,699$365,091
Q1 2025Semper Augustus Investments GroupSell-262139,801$13,798,360
Q1 2025Matrix Private Capital GroupSell-303,459$341,453
Q4 2024Lindsell TrainSell-992,9714,458,441$496,447,405
Q4 2024ValueAct HoldingsSell-898,8006,566,031$731,127,552
Q4 2024First Eagle U.S. ValueSell-581,4083,456,607$384,893,220
Q4 2024Renaissance Technologies LLCBuy434,4251,538,334$171,293,369
Q4 2024Causeway Capital ManagementSell-265,281841,942$93,750,230
Q4 2024Hancock Classic ValueSell-264,0456,506$724,443
Q4 2024Sound Shore ManagementSell-174,930776,361$86,447,798
Q4 2024Kahn Brothers GroupSell-52,419353,026$39,309,240
Q4 2024Yacktman Asset ManagementSell-32,6471,507,524$167,862,831
Q4 2024Olstein Capital ManagementSell-19,500137,500$15,311
Q4 2024Mairs & Power Growth FundSell-9,225328,587$36,588,165
Q4 2024Giverny CapitalBuy2,670248,218$27,639,074
Q4 2024Dodge & Cox Stock FundSell-2,569301,612$33,584,496
Q4 2024Cullen Value FundSell-2,15328,997$3,228,806
Q4 2024Sequoia Financial AdvisorsBuy1,696111,393$12,403,602

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.