WALT DISNEY CO/THE (DIS) Institutional Buying Activity
Institutional investors tracked by InsiderSet increased exposure to WALT DISNEY CO/THE (DIS) during the quarter ended March 31, 2026 through a combination of new purchases and expanded existing positions disclosed in SEC Form 13F filings.
The largest institutional buyer of DIS during the latest reporting period was Viking Global Investors, which increased its reported DIS position by approximately $202.88M based on quarter-end filing values. Several additional hedge funds and long-term asset managers also reported meaningful increases in DIS exposure during the quarter.
Institutional buying activity can provide insight into investor conviction, sector allocation trends, and smart money positioning toward WALT DISNEY CO/THE (DIS). InsiderSet tracks quarterly accumulation trends, new institutional positions, ownership increases, and estimated performance of newly disclosed holdings using SEC filing data and recent market prices.
The investors highlighted on this page collectively added approximately $468.23M in reported DIS exposure during the latest filing period, reflecting continued institutional interest in WALT DISNEY CO/THE's growth initiatives and strategic positioning.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2026 | Viking Global Investors | Buy | 2,104,958 | 13,298,462 | $1,281,705,768 |
| Q1 2026 | First Eagle U.S. Value | Buy | 1,810,692 | 5,254,083 | $506,388,477 |
| Q1 2026 | H&H International Investment | Buy | 799,800 | 1,511,800 | $145,707,284 |
| Q1 2026 | Ariel Appreciation Fund | Buy | 96,722 | 654,369 | $63,068,084 |
| Q1 2026 | Causeway Capital Management | Buy | 13,818 | 559,882 | $53,961,450 |
| Q1 2026 | Yacktman Asset Management | Buy | 13,620 | 1,347,536 | $129,875,519 |
| Q1 2026 | Sound Shore Management | Buy | 11,725 | 970,436 | $93,530,622 |
| Q1 2026 | Semper Augustus Investments Group | Buy | 6,801 | 152,583 | $14,705,946 |
| Q1 2026 | Hillman Value Fund | Buy | 60 | 24,599 | $2,370,852 |
| Q1 2026 | Gardner Russo & Quinn | Buy | 7 | 2,517 | $242,592 |
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.