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 Form 13F filings. 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
Q4 2025Sequoia Financial AdvisorsBuy21,019129,505$14,733,782
Q4 2025Dodge & Cox Stock FundSell-17,788270,339$30,756,468
Q4 2025Mairs & Power Growth FundSell-17,351296,183$33,696,740
Q4 2025First Eagle U.S. ValueBuy16,9243,443,391$391,754,554
Q4 2025Cullen Value FundSell-12,06631,532$3,653,961
Q4 2025H&H International InvestmentSell-11,000712,000$81,004,240
Q4 2025Hillman Value FundSell-2,91324,539$2,791,802
Q4 2025Olstein Capital ManagementSell-1,136107,864$12,272
Q4 2025Semper Augustus Investments GroupBuy246145,782$16,585,563
Q4 2025Matrix Private Capital GroupSell-2251,983$227,093
Q4 2025Kahn Brothers GroupSell-155394,369$44,867,361
Q3 2025Viking Global InvestorsBuy4,601,64510,449,711$1,196,491,910
Q3 2025ValueAct HoldingsSell-695,7004,391,931$502,876,100
Q3 2025Lindsell TrainSell-361,4463,725,830$426,607,535
Q3 2025Ariel Appreciation FundBuy327,799499,969$57,246,451
Q3 2025Renaissance Technologies LLCBuy170,554513,014$58,740,614
Q3 2025Yacktman Asset ManagementSell-66,5961,357,848$155,473,630
Q3 2025Sound Shore ManagementBuy55,119715,025$81,870,363
Q3 2025Causeway Capital ManagementSell-27,762595,915$68,232,202
Q3 2025Longleaf PartnersSell-4,470285,860$32,730,971
Q3 2025Dodge & Cox Stock FundSell-3,976288,127$32,990,542
Q3 2025First Eagle U.S. ValueBuy3,1583,426,467$392,330,478
Q3 2025Olstein Capital ManagementSell-3,000109,000$12,481
Q3 2025Mairs & Power Growth FundBuy2,101313,534$35,899,643
Q3 2025Kahn Brothers GroupBuy2,074394,524$45,172,998
Q3 2025Hillman Value FundSell-1,31027,452$3,143,254
Q3 2025Semper Augustus Investments GroupBuy1,139145,536$16,663,816
Q3 2025Cullen Value FundSell-69743,598$4,903,414
Q3 2025Sequoia Financial AdvisorsSell-381108,486$12,421,603
Q3 2025Gardner Russo & QuinnSell-3082,510$287,360

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.