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DIS

Walt Disney Co/the

20 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.

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Who reports owning DIS?

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Disney is a diversified worldwide entertainment company operating Entertainment, Sports and Experiences businesses. Its direct-to-consumer streaming services charge subscription fees to subscribers and distributors.

Question to investigate: Can Disney's diversified mix of streaming, linear networks and experiences produce durable results as consumer, economic and technology conditions change?

Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.

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Filing dates and original SEC sources

A material reported change · Q2 2026

First Eagle Investment Management increased reported DIS shares by 104.6%.

Holdings as of Jun 30, 2026 · filed Aug 24, 2026. Position at period end: 0.9% of the reported portfolio. The filing does not reveal the trade date, price, or reason.

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Reported position changes

Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.

Explore earlier changes and contrasting evidence

Selected historical records. Retrospective outcomes do not establish predictive skill.

Compare the reported increases and reductions →

  1. Q2 2026

    filed Aug 24, 2026

    55d lag

    ADD+104.6%

    First Eagle Investment Management · 0.9% of reported portfolio

    Original SEC filing ↗

    -8.9% vs SPY

    28 sessions after disclosure

    direction not supported so far

  2. Q2 2026

    filed Aug 14, 2026

    45d lag

    TRIM-46.2%

    Viking Global Investors · 3.6% of reported portfolio

    Original SEC filing ↗

    -1.1% vs SPY

    34 sessions after disclosure

    direction supported so far

  3. Q2 2026

    filed Aug 14, 2026

    45d lag

    EXITEXIT

    Jeffrey Ubben et al · 0.7% of reported portfolio

    Original SEC filing ↗

    -1.1% vs SPY

    34 sessions after disclosure

    direction supported so far

  4. Q2 2026

    filed Aug 13, 2026

    44d lag

    TRIM-35.6%

    Sarah Ketterer · 0.7% of reported portfolio

    Original SEC filing ↗

    -3.7% vs SPY

    35 sessions after disclosure

    direction supported so far

  5. Q2 2026

    filed Jul 7, 2026

    7d lag

    EXITEXIT

    Robert Olstein · 2.2% of reported portfolio

    Original SEC filing ↗

    +2.2% vs SPY

    62 sessions after disclosure

    direction not supported so far

  6. Q1 2026

    filed May 19, 2026

    49d lag

    ADD+112.3%

    Duan Yongping · 0.7% of reported portfolio

    Original SEC filing ↗

    -0.5% vs SPY

    63 sessions after disclosure

    direction not supported so far

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Long US 13F disclosures omit shorts and can be amended. CUSIP 254687106. No current price, valuation or manager motive is inferred.