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Livermore
Livermore
ZHEN

Walt Disney Co

DIS
Exchange
NYSE
Industry
Services-Miscellaneous Amusement & Recreation
SEC CIK
0001744489

In the last 90 days, Walt Disney Co insiders filed 0 open-market purchases and 3 sales; 2,947 institutions reported holding it in 13F filings for Q2 2026, worth $127.3B in total; 9 superinvestors hold it, including Viking Global Investors and D1 Capital Partners.

Superinvestors holding DIS, Q2 2026

9 superinvestors report holding Walt Disney Co on Form 13F, worth $1.64B in total. Weight is Walt Disney Co's share of each 13F portfolio; actions compare shares with Q1 2026.

See all superinvestors
Superinvestors holding DIS in Q2 2026
Superinvestor% of portfolioSharesValuevs. previous quarter
Viking Global InvestorsAndreas Halvorsen2.0%7,158,406$689.0MReduced−46.2%
D1 Capital PartnersDan Sundheim0.8%2,874,400$276.7MAdded+22.1%
Lindsell TrainNick Train9.5%2,607,846$251.0MReduced−18.7%
Markel GroupTom Gayner1.5%2,031,665$195.5MUnchanged
H&H International InvestmentDuan Yongping0.9%1,706,600$164.3MAdded+12.9%
Giverny CapitalFrançois Rochon1.7%515,567$49.6MReduced−3.9%
Semper AugustusChristopher Bloomstran1.7%160,653$15.5MAdded+5.3%
Soros Fund ManagementGeorge Soros<0.1%10,518$1.01MUnchanged
Gardner Russo & QuinnTom Russo<0.1%2,492$239.9KReduced−1.0%

Moves by quarter

Superinvestors that opened, added to, trimmed or sold out of DIS each quarter, comparing shares with the quarter before. A superinvestor that didn't file for a quarter isn't listed, and isn't counted as selling.

  1. Q2 2026

    9 superinvestors holding at quarter end

    Added
    D1 Capital Partners (+22.1%), H&H International Investment (+12.9%), Semper Augustus (+5.3%)
    Reduced
    Viking Global Investors (−46.2%), Lindsell Train (−18.7%), Giverny Capital (−3.9%), Gardner Russo & Quinn (−1.0%)
    Sold out
    ValueAct Capital, Maverick Capital

  2. Q1 2026

    11 superinvestors holding at quarter end

    Added
    Viking Global Investors (+18.8%), D1 Capital Partners (+6.3%), H&H International Investment (+112.3%), Semper Augustus (+4.7%), Gardner Russo & Quinn (+0.3%)
    Reduced
    Lindsell Train (−7.9%), Giverny Capital (−1.5%), ValueAct Capital (−87.0%), Soros Fund Management (−98.5%), Maverick Capital (−99.0%)
    Sold out
    Southeastern Asset Management (Longleaf), Harris Associates (Oakmark)

  3. Q4 2025

    13 superinvestors holding at quarter end

    Added
    Viking Global Investors (+7.1%), D1 Capital Partners (+83.7%), Soros Fund Management (+3.5%), Giverny Capital (+109.1%), Southeastern Asset Management (Longleaf) (+11.0%), Semper Augustus (+0.2%)
    Reduced
    Lindsell Train (−6.5%), ValueAct Capital (−29.9%), H&H International Investment (−1.5%), Maverick Capital (−56.4%), Harris Associates (Oakmark) (−5.9%)

  4. Q3 2025

    13 superinvestors holding at quarter end

    New
    D1 Capital Partners, Soros Fund Management
    Added
    Viking Global Investors (+78.7%), Maverick Capital (+7.4%), Semper Augustus (+0.8%), Harris Associates (Oakmark) (+19.2%)
    Reduced
    ValueAct Capital (−13.7%), Lindsell Train (−8.8%), Southeastern Asset Management (Longleaf) (−1.5%), Giverny Capital (0.0%), Gardner Russo & Quinn (−10.9%)

  5. Q2 2025

    11 superinvestors holding at quarter end

    New
    Viking Global Investors, Maverick Capital, Southeastern Asset Management (Longleaf)
    Added
    Giverny Capital (+5.2%), Semper Augustus (+3.3%)
    Reduced
    ValueAct Capital (−22.5%), Lindsell Train (−4.5%), Gardner Russo & Quinn (−4.2%), Harris Associates (Oakmark) (−67.8%)

  6. Q1 2025

    8 superinvestors holding at quarter end

    Reduced
    Lindsell Train (−4.0%), H&H International Investment (−3.1%), Giverny Capital (−0.3%), Semper Augustus (−0.2%), Harris Associates (Oakmark) (−95.9%), Gardner Russo & Quinn (−17.6%)

  7. Q4 2024

    8 superinvestors holding at quarter end

    Added
    Giverny Capital (+1.1%), Semper Augustus (+0.5%)
    Reduced
    ValueAct Capital (−12.0%), Lindsell Train (−18.2%), H&H International Investment (−0.3%), Harris Associates (Oakmark) (−90.6%), Gardner Russo & Quinn (−8.1%)

  8. Q3 2024

    8 superinvestors holding at quarter end

    Added
    ValueAct Capital (+21.7%), Lindsell Train (+11.5%), Giverny Capital (+5.3%), Semper Augustus (+2.0%)
    Reduced
    Harris Associates (Oakmark) (−0.9%), Gardner Russo & Quinn (−4.9%)
    Sold out
    Trian Fund Management

  9. Q2 2024

    9 superinvestors holding at quarter end

    Added
    ValueAct Capital (+13.2%), Giverny Capital (+0.2%), Semper Augustus (+4.2%)
    Reduced
    Lindsell Train (−3.3%), Trian Fund Management (−91.8%), Harris Associates (Oakmark) (−43.3%), H&H International Investment (−0.2%)

  10. Q1 2024

    9 superinvestors holding at quarter end

    Added
    ValueAct Capital (+6.5%), Giverny Capital (+0.9%)
    Reduced
    Lindsell Train (−9.0%), Harris Associates (Oakmark) (−2.3%), Semper Augustus (−34.5%), Gardner Russo & Quinn (−2.0%)
    Sold out
    Coatue Management

  11. Q4 2023

    10 superinvestors holding at quarter end

    New
    ValueAct Capital
    Added
    Harris Associates (Oakmark) (+15.2%), Markel Group (+0.1%), Semper Augustus (+63.9%)
    Reduced
    Trian Fund Management (−1.6%), Lindsell Train (−0.6%), H&H International Investment (−6.3%), Giverny Capital (0.0%), Gardner Russo & Quinn (−4.6%)
    Sold out
    Dorsey Asset Management, Gates Foundation Trust

  12. Q3 2023

    11 superinvestors holding at quarter end

    New
    Gates Foundation Trust
    Added
    Trian Fund Management (+411.6%), Harris Associates (Oakmark) (+3.1%), Markel Group (+0.4%), Giverny Capital (+0.1%), Semper Augustus (+0.2%)
    Reduced
    Lindsell Train (−0.9%), H&H International Investment (−13.7%), Dorsey Asset Management (−3.3%), Gardner Russo & Quinn (−1.5%)
    Sold out
    Soros Fund Management

  13. Q2 2023

    11 superinvestors holding at quarter end

    Added
    Trian Fund Management (+8.6%), Lindsell Train (0.0%), Markel Group (+0.1%), Giverny Capital (+0.7%), Semper Augustus (+7.0%)
    Reduced
    Harris Associates (Oakmark) (−0.4%), Dorsey Asset Management (−9.8%), Gardner Russo & Quinn (−0.4%)
    Sold out
    Appaloosa

  14. Q1 2023

    12 superinvestors holding at quarter end

    Added
    Lindsell Train (+3.7%), Coatue Management (+1,907.3%), Markel Group (+0.6%), Giverny Capital (+1.3%), Semper Augustus (+0.9%)
    Reduced
    Trian Fund Management (−34.5%), Harris Associates (Oakmark) (−17.0%), Dorsey Asset Management (−3.6%), Soros Fund Management (−75.5%), Gardner Russo & Quinn (−2.3%)
    Sold out
    Third Point

  15. Q4 2022

    13 superinvestors holding at quarter end

    New
    Trian Fund Management, Appaloosa
    Added
    Harris Associates (Oakmark) (+25.5%), Markel Group (+0.7%), Giverny Capital (+0.3%), Soros Fund Management (+53.2%), Semper Augustus (+67.9%)
    Reduced
    Lindsell Train (−0.3%), Third Point (−32.1%), Dorsey Asset Management (−4.1%), Coatue Management (−95.3%), Gardner Russo & Quinn (−4.9%)

  16. Q3 2022

    11 superinvestors holding at quarter end

    Added
    Markel Group (+1.3%), Third Point (+40.0%), Dorsey Asset Management (+5.2%), Giverny Capital (+1.0%), Soros Fund Management (+330.6%), Semper Augustus (+2.1%)
    Reduced
    Lindsell Train (−0.7%), Harris Associates (Oakmark) (−0.5%), Gardner Russo & Quinn (−7.9%)
    Sold out
    Viking Global Investors, D1 Capital Partners, ARK Invest, Appaloosa

  17. Q2 2022

    15 superinvestors holding at quarter end

    New
    Viking Global Investors, Third Point, Appaloosa
    Added
    Lindsell Train (+1.7%), Markel Group (+2.3%), Harris Associates (Oakmark) (+460.1%), Dorsey Asset Management (+0.1%), Giverny Capital (+6.4%), Semper Augustus (+34.3%)
    Reduced
    D1 Capital Partners (−57.3%), ARK Invest (−1.6%), Gardner Russo & Quinn (−0.9%)

  18. Q1 2022

    12 superinvestors holding at quarter end

    Added
    Markel Group (+2.3%), Dorsey Asset Management (+7.9%), Giverny Capital (+0.2%), Semper Augustus (+29.0%)
    Reduced
    Lindsell Train (−2.7%), Coatue Management (−46.6%), D1 Capital Partners (−68.2%), Harris Associates (Oakmark) (−7.0%), ARK Invest (−69.5%), Soros Fund Management (−72.6%)
    Sold out
    Third Point

  19. Q4 2021

    13 superinvestors holding at quarter end

    Added
    Lindsell Train (+1.0%), D1 Capital Partners (+75.7%), Markel Group (+0.9%), H&H International Investment (+10.7%), Harris Associates (Oakmark) (+18.9%), Giverny Capital (+4.4%), Semper Augustus (+1.4%), Gardner Russo & Quinn (+0.6%)
    Reduced
    Coatue Management (−0.9%), Third Point (−51.8%), Dorsey Asset Management (−11.9%), ARK Invest (−32.9%), Soros Fund Management (−57.2%)

  20. Q3 2021

    13 superinvestors holding at quarter end

    Added
    D1 Capital Partners (+84.6%), Dorsey Asset Management (+9.6%), ARK Invest (+158.4%), Harris Associates (Oakmark) (+13.5%)
    Reduced
    Coatue Management (−0.3%), Lindsell Train (−1.8%), Soros Fund Management (−32.0%), Giverny Capital (−0.7%), Semper Augustus (−3.0%)

  21. Q2 2021

    13 superinvestors holding at quarter end

    New
    Dorsey Asset Management, ARK Invest
    Added
    Lindsell Train (+7.5%), Markel Group (0.0%), D1 Capital Partners (+45.8%), Soros Fund Management (+44.0%), Harris Associates (Oakmark) (+14.1%), Giverny Capital (+7.3%), Semper Augustus (+0.3%), Gardner Russo & Quinn (+0.4%)
    Reduced
    Coatue Management (−3.5%), Third Point (−1.2%)
    Sold out
    Appaloosa, Maverick Capital