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DISNEY WALT CO

DIS

Holders

3

Combined Value

$1.48B

Combined Shares

15,340,645

Current Price

$100.04

52W High

$124.69

vs 52W High

−19.8%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$90.63$103.61$116.59$129.57Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $99.29Q3 2024 · implied price $96.19Q4 2024 · implied price $111.35Q1 2025 · implied price $98.70Q2 2025 · implied price $124.01Q3 2025 · implied price $114.50Q4 2025 · implied price $113.77Q1 2026 · implied price $96.38Tom Gayner - Markel Group · bought 2,031,665 shares @ ~$99.29 · Q2 2024 (new position)Harris Associates (Oakmark Funds) · bought 1,312,941 shares @ ~$99.29 · Q2 2024 (new position)Jim Simons - Renaissance Technologies · bought 559,627 shares @ ~$99.29 · Q2 2024 (new position)Jim Simons - Renaissance Technologies · bought 544,282 shares @ ~$96.19 · Q3 2024Harris Associates (Oakmark Funds) · sold 11,169 shares @ ~$96.19 · Q3 2024Jim Simons - Renaissance Technologies · bought 434,425 shares @ ~$111.35 · Q4 2024Harris Associates (Oakmark Funds) · sold 1,179,540 shares @ ~$111.35 · Q4 2024Jim Simons - Renaissance Technologies · sold 483,285 shares @ ~$98.70 · Q1 2025Harris Associates (Oakmark Funds) · sold 117,215 shares @ ~$98.70 · Q1 2025Andreas Halvorsen - Viking Global Investors · bought 5,848,066 shares @ ~$124.01 · Q2 2025 (new position)Jim Simons - Renaissance Technologies · sold 712,589 shares @ ~$124.01 · Q2 2025Harris Associates (Oakmark Funds) · sold 3,404 shares @ ~$124.01 · Q2 2025Andreas Halvorsen - Viking Global Investors · bought 4,601,645 shares @ ~$114.50 · Q3 2025George Soros - Soros Fund Management · bought 655,705 shares @ ~$114.50 · Q3 2025 (new position)Jim Simons - Renaissance Technologies · bought 170,554 shares @ ~$114.50 · Q3 2025Harris Associates (Oakmark Funds) · bought 310 shares @ ~$114.50 · Q3 2025Andreas Halvorsen - Viking Global Investors · bought 743,793 shares @ ~$113.77 · Q4 2025Jim Simons - Renaissance Technologies · bought 389,686 shares @ ~$113.77 · Q4 2025George Soros - Soros Fund Management · bought 123,008 shares @ ~$113.77 · Q4 2025Harris Associates (Oakmark Funds) · sold 113 shares @ ~$113.77 · Q4 2025Andreas Halvorsen - Viking Global Investors · bought 2,104,958 shares @ ~$96.38 · Q1 2026Jim Simons - Renaissance Technologies · sold 902,700 shares @ ~$113.77 · Q1 2026 (sold out)George Soros - Soros Fund Management · sold 768,195 shares @ ~$96.38 · Q1 2026Harris Associates (Oakmark Funds) · sold 1,810 shares @ ~$113.77 · Q1 2026 (sold out)BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Andreas Halvorsen - Viking Global Investors$1.28B3.59%~$115.77−13.6%BUY Q1 2026Q1 2026
Tom Gayner - Markel Group$195.81M1.64%~$99.29+0.8%BUY Q2 2024Q1 2026
George Soros - Soros Fund Management$1.01M0.01%~$114.38−12.5%SELL Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Andreas Halvorsen - Viking Global InvestorsBUY+$202.88M~$96.38
Q1 2026Jim Simons - Renaissance TechnologiesSOLD OUT−$102.70M~$113.77
Q1 2026George Soros - Soros Fund ManagementSELL−$74.04M~$96.38
Q1 2026Harris Associates (Oakmark Funds)SOLD OUT−$205.9K~$113.77
Q4 2025Andreas Halvorsen - Viking Global InvestorsBUY+$84.62M~$113.77
Q4 2025Jim Simons - Renaissance TechnologiesBUY+$44.33M~$113.77
Q4 2025George Soros - Soros Fund ManagementBUY+$13.99M~$113.77
Q4 2025Harris Associates (Oakmark Funds)SELL−$12.9K~$113.77
Q3 2025Andreas Halvorsen - Viking Global InvestorsBUY+$526.89M~$114.50
Q3 2025George Soros - Soros Fund ManagementNEW BUY+$75.08M~$114.50
Q3 2025Jim Simons - Renaissance TechnologiesBUY+$19.53M~$114.50
Q3 2025Harris Associates (Oakmark Funds)BUY+$35.5K~$114.50
Q2 2025Andreas Halvorsen - Viking Global InvestorsNEW BUY+$725.22M~$124.01
Q2 2025Jim Simons - Renaissance TechnologiesSELL−$88.37M~$124.01
Q2 2025Harris Associates (Oakmark Funds)SELL−$422.1K~$124.01
Q1 2025Jim Simons - Renaissance TechnologiesSELL−$47.70M~$98.70
Q1 2025Harris Associates (Oakmark Funds)SELL−$11.57M~$98.70
Q4 2024Harris Associates (Oakmark Funds)SELL−$131.34M~$111.35
Q4 2024Jim Simons - Renaissance TechnologiesBUY+$48.37M~$111.35
Q3 2024Jim Simons - Renaissance TechnologiesBUY+$52.35M~$96.19
Q3 2024Harris Associates (Oakmark Funds)SELL−$1.07M~$96.19
Q2 2024Tom Gayner - Markel GroupNEW BUY+$201.72M~$99.29
Q2 2024Harris Associates (Oakmark Funds)NEW BUY+$130.36M~$99.29
Q2 2024Jim Simons - Renaissance TechnologiesNEW BUY+$55.57M~$99.29

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 2026315,340,645+2.9%$1.48B$96.38
Q4 2025514,908,392+9.2%$1.70B$113.77
Q3 2025513,652,018+66.0%$1.56B$114.50
Q2 202548,223,804+166.0%$1.02B$124.01
Q1 202533,091,731-16.3%$305.15M$98.70
Q4 202433,692,231-16.8%$411.13M$111.35
Q3 202434,437,346+13.7%$426.83M$96.19
Q2 202433,904,233—$387.65M$99.29