Mustard Seed Investor logo: a sprouting mustard seedMustard Seed Investor
← All stocks
DISCommunication ServicesCommon Stock

Walt Disney Co

Held by 29 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 254687106 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

Download report
In plain English: 29 of the investors we track own this stock. In the latest quarter, 12 of them bought more of it and 15 sold some or all of theirs (2 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
29
0 vs last quarter (like-for-like)
Total value held
$6.18B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.8%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
-$341.26M
-7.5% vs last quarter
Net shares bought
-3.5M
Est. net flow -$334.94M
Quarter activity
12 bought · 15 sold
2 new · 2 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns DIS?

🔒 The 'who added and who trimmed' chart is a Plus feature

You're viewing the Free plan. Upgrade to unlock The 'who added and who trimmed' chart — every paid plan starts with a 7-day free trial, and you can cancel in two clicks.

See plans & upgrade Sign in

Who owns DIS? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↑ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
29 George Soros Soros Fund Management 10.52K $1.01M 0.0% Held 0 0.0% $0
28 Beutel Goodman Beutel, Goodman & Co 11.90K $1.15M 0.0% Reduced -1.6K -11.9% -$153.95K
27 Steve Cohen Point72 Asset Management 13.40K $1.29M 0.0% New +13.4K — +$1.29M
26 Sprucegrove Sprucegrove Investment Management 25.54K $2.46M 0.4% Reduced -23.0K -47.4% -$2.21M
25 Ken Fisher Fisher Asset Management 36.11K $3.48M 0.0% Reduced -1.3K -3.5% -$125.13K
24 Two Sigma Two Sigma Investments 37.90K $3.65M 0.0% Reduced -23.5K -38.3% -$2.26M
23 Tweedy, Browne & Co Tweedy, Browne Company LLC 44.98K $4.33M 0.3% New +45.0K — +$4.33M
22 Ray Dalio Bridgewater Associates 49.33K $4.75M 0.0% Added +25.5K +106.8% +$2.45M
21 Jeremy Grantham GMO 89.15K $8.58M 0.0% Added +568 +0.6% +$54.67K
20 Dodge & Cox Dodge & Cox 261.01K $25.12M 0.0% Reduced -5.9K -2.2% -$563.93K
19 Bridgeway Bridgeway Capital Management 286.19K $27.55M 0.5% Added +32.6K +12.8% +$3.14M
18 Mario Gabelli GAMCO Investors 301.61K $29.03M 0.3% Added +52.6K +21.1% +$5.06M
17 Causeway Causeway Capital Management 360.60K $34.71M 0.4% Reduced -199.3K -35.6% -$19.18M
16 Francois Rochon Giverny Capital 515.57K $49.62M 1.7% Reduced -20.9K -3.9% -$2.02M
15 John Rogers Ariel Investments 635.45K $61.16M 0.6% Reduced -18.9K -2.9% -$1.82M
14 Richard Pzena Pzena Investment Management 883.50K $85.04M 0.2% Added +793.3K +879.3% +$76.35M
13 Ken Griffin Citadel Advisors 893.80K $86.03M 0.0% Reduced -22.8K -2.5% -$2.19M
12 Sound Shore Management Sound Shore Management Inc 967.83K $93.15M 2.9% Reduced -2.6K -0.3% -$250.83K
11 Israel Englander Millennium Management 1.08M $103.81M 0.1% Added +239.4K +28.5% +$23.04M
10 Donald Yacktman Yacktman Asset Management 1.38M $132.44M 1.6% Added +28.4K +2.1% +$2.74M
9 David Shaw D.E. Shaw & Co. 1.81M $174.16M 0.1% Reduced -721.5K -28.5% -$69.44M
8 Tom Gayner Markel Group 2.03M $195.55M 1.5% Held 0 0.0% $0
7 Keith Meister Corvex Management 2.16M $207.96M 6.5% Held 0 0.0% $0
6 Diamond Hill Diamond Hill Capital Management 2.34M $225.39M 1.8% Reduced -842.4K -26.5% -$81.08M
5 LSV Asset Management LSV Asset Management 4.56M $438.47M 0.8% Added +1.5M +47.4% +$140.93M
4 Matthew McLennan First Eagle Investment Management 5.38M $517.37M 0.9% Added +121.2K +2.3% +$11.67M
3 Andreas Halvorsen Viking Global Investors 7.16M $689.00M 2.0% Reduced -6.1M -46.2% -$590.98M
2 Boston Partners Boston Partners Global Investors 10.60M $1.02B 0.9% Added +2.1M +25.2% +$205.63M
1 Norges Bank Norges Bank Investment Management 20.25M $1.95B 0.2% — — — —

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Manager Fund Shares sold Value last quarter ↓
Mason Morfit ValueAct Capital -400.2K $38.57M
First Pacific Advisors First Pacific Advisors, LP -7.9K $758.70K

Politician trades

Politician trades in DIS

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Politician Date Ticker Asset Type Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. Est. size ⓘOur estimate only: the midpoint of the reported range. Owner Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. Filed ↓ Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. Source
Nancy Pelosi Politician Dec 30, 2025 DIS Walt Disney Company (DIS) [ST] Sale $1,000,001 - $5,000,000 Est. $3,000,000 (midpoint of reported range $1,000,001–$5,000,000) Spouse — Jan 23, 2026 24 days PTR ↗