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The Walt Disney Company

DIS Communication Services
$111.84 +$1.60 (1.45%)
Market Cap: $201.08 B
Gurus Holding
28
Popularity Rank
#12
% of Shares Held
1.56%
Net Activity (2025 Q2)
+$525.88 M

Guru Ownership Over Time

Portfolio Manager % of portfolio Activity Shares Value Peroid
Andreas Halvorsen Andreas Halvorsen
2.10% New Buy 5,848,066 $725.22 M 2025 Q2
ValueAct Capital ValueAct Capital
11.27% Reduce -22.5% 5,087,631 $630.92 M 2025 Q2
First Eagle Investment First Eagle Investment
0.83% Reduce -1.5% 3,423,309 $424.52 M 2025 Q2
Diamond Hill Capital Diamond Hill Capital
1.79% Add 11.2% 3,131,761 $388.37 M 2025 Q2
Steven Cohen Steven Cohen
0.74% Reduce -17.4% 3,054,240 $378.76 M 2025 Q2
Tom Gayner Tom Gayner
2.13% 2,031,665 $251.95 M 2025 Q2
Lee Ainslie Lee Ainslie
2.81% New Buy 1,508,487 $187.07 M 2025 Q2
Duan Yongping Duan Yongping
0.78% 723,000 $89.66 M 2025 Q2
Sarah Ketterer Sarah Ketterer
1.22% Reduce -34.6% 623,677 $77.34 M 2025 Q2
Joel Greenblatt Joel Greenblatt
0.26% Add 31.3% 347,184 $43.05 M 2025 Q2
Renaissance Technologies Renaissance Technologies
0.06% Reduce -67.5% 342,460 $42.47 M 2025 Q2
Mairs and Power Mairs and Power
0.38% Reduce -1.1% 311,433 $38.62 M 2025 Q2
Mario Gabelli Mario Gabelli
0.37% Add 0.7% 301,523 $37.39 M 2025 Q2
Mason Hawkins Mason Hawkins
1.82% New Buy 290,330 $36 M 2025 Q2
Francois Rochon Francois Rochon
1.11% Add 5.2% 260,475 $32.3 M 2025 Q2
Jefferies Group Jefferies Group
0.26% Add 452.3% 249,658 $30.96 M 2025 Q2
John Rogers John Rogers
0.24% New Buy 172,170 $21.35 M 2025 Q2
Robert Olstein Robert Olstein
2.36% Reduce -2.7% 109,000 $12.48 M 2025 Q3
Arnold Van Den Berg Arnold Van Den Berg
2.42% Reduce -1.1% 68,574 $8.5 M 2025 Q2
Louis Moore Bacon Louis Moore Bacon
0.07% Reduce -43.0% 46,732 $5.8 M 2025 Q2
Showing 1 to 20 of 28 entries

Key Holders

Top 5 by Value

Andreas Halvorsen Andreas Halvorsen
$725.22 M
ValueAct Capital ValueAct Capital
$630.92 M
First Eagle Investment First Eagle Investment
$424.52 M
Diamond Hill Capital Diamond Hill Capital
$388.37 M
Steven Cohen Steven Cohen
$378.76 M

Top 5 by Conviction

ValueAct Capital ValueAct Capital
11.27%
Lee Ainslie Lee Ainslie
2.81%
Arnold Van Den Berg Arnold Van Den Berg
2.42%
Robert Olstein Robert Olstein
2.36%
Tom Gayner Tom Gayner
2.13%

Recent Activity Breakdown(2025 Q2)

+$1.05 B
Total Buy Value
New Buys: 4
Additions: 7
-$520.49 M
Total Sell Value
Reductions: 14
Sold Out: 2

Guru Consensus (2025 Q2)

Based on recent guru activity
Net Sellers
16
Net Buyers
11