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 quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2024 | Cullen Value Fund | Sell | -527 | 33,668 | $4,135,093 |
| Q1 2024 | Matrix Private Capital Group | Sell | -250 | 5,341 | $653,504 |
| Q1 2024 | Gardner Russo & Quinn | Sell | -85 | 4,086 | $499,927 |
| Q4 2023 | ValueAct Holdings | Buy | 5,086,331 | 5,086,331 | $459,244,826 |
| Q4 2023 | Renaissance Technologies LLC | Buy | 1,100,700 | 1,693,227 | $152,881 |
| Q4 2023 | Hancock Classic Value | Buy | 717,484 | 1,752,900 | $158,269,341 |
| Q4 2023 | Trian Fund Management | Sell | -530,451 | 32,337,856 | $2,919,785,018 |
| Q4 2023 | Semper Augustus Investments Group | Buy | 78,059 | 200,311 | $18,086,080 |
| Q4 2023 | Parnassus Endeavor Fund | Buy | 73,537 | 926,321 | $83,637,523 |
| Q4 2023 | H&H International Investment | Sell | -50,000 | 749,700 | $67,690,413 |
| Q4 2023 | Cullen Value Fund | Buy | 34,195 | 34,195 | $3,087,499 |
| Q4 2023 | Lindsell Train | Sell | -31,000 | 5,554,690 | $501,588,507 |
| Q4 2023 | Sequoia Financial Advisors | Buy | 25,681 | 60,250 | $5,440,717 |
| Q4 2023 | Dodge & Cox Stock Fund | Sell | -20,694 | 317,734 | $28,688,203 |
| Q4 2023 | Hillman Value Fund | Sell | -17,915 | 58,251 | $5,259,483 |
| Q4 2023 | Mairs & Power Growth Fund | Buy | 15,722 | 383,004 | $34,581,431 |
| Q4 2023 | Causeway Capital Management | Buy | 13,695 | 1,102,237 | $99,520,929 |
| Q4 2023 | Yacktman Asset Management | Sell | -12,686 | 1,648,856 | $148,875,235 |
| Q4 2023 | First Eagle U.S. Value | Sell | -10,823 | 4,013,490 | $362,378,053 |
| Q4 2023 | Eagle Capital Management | Sell | -3,269 | 3,128 | $282,427 |
| Q4 2023 | Matrix Private Capital Group | Sell | -1,809 | 5,591 | $506,504 |
| Q4 2023 | Greenbrier Partners Capital Management | Sell | -681 | 232,708 | $21,011,205 |
| Q4 2023 | Gardner Russo & Quinn | Sell | -199 | 4,171 | $376,614 |
| Q4 2023 | Giverny Capital | Sell | -61 | 230,757 | $20,835,050 |
| Q3 2023 | Trian Fund Management | Buy | 26,443,257 | 32,868,307 | $2,663,976,282 |
| Q3 2023 | First Eagle U.S. Value | Buy | 4,017,313 | 4,024,313 | $326,170,568 |
| Q3 2023 | Hancock Classic Value | Buy | 1,035,416 | 1,035,416 | $83,920,467 |
| Q3 2023 | Parnassus Endeavor Fund | Sell | -1,003,096 | 852,784 | $69,118,143 |
| Q3 2023 | Renaissance Technologies LLC | Sell | -757,774 | 592,527 | $48,024 |
| Q3 2023 | Causeway Capital Management | Buy | 252,680 | 1,088,542 | $88,226,371 |
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.
Related DIS insights
- DIS Overview
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- DIS Institutional Ownership
- DIS Top Shareholders
- DIS Institutional Buying
- DIS Institutional Selling
- DIS Ownership Changes
- DIS Insiders
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