Latticework
← All portfoliosLatticework shows what 76 well-known investors report to the SEC each quarter.

DIS · Walt Disney Co · Form 13F filings for Q2 2026

Walt Disney

19 of 76 investors hold it

Together they reported $2.4 billion of it. In Q2 2026, 3 added and 6 reduced.

20 of 83 tracked investors have filed for Q3 2026 so far. The sheet and every stock page stay on Q2 2026 until most have filed, so each count is taken from one group of investors.

ShareXLinkedIn
Price on Yahoo Finance ↗

Who added and who reduced

Q2 2026 against Q1 2026, among 74 filings that can be compared. An investor counts as adding or reducing when reported shares change by 20% or more, or when a position is opened or closed.

3added or opened

Tweedy BrowneNew positionRichard Pzena+879%Joel Greenblatt+29.1%

6reduced or sold out

First Pacific AdvisorsSold outJeffrey Ubben et alSold outLee AinslieSold outViking Global Investors−46.2%Sarah Ketterer−35.6%Mairs & Power Funds−27.6%

Who holds it

InvestorShare of their portfolioReported valueThis quarter
Lindsell Train9.55%$251MNo change of 20%
Kahn Brothers Group5.46%$35MNo change of 20%
Harry Burn2.87%$93MNo change of 20%
Viking Global Investors1.96%$689M−46.2%
Hillman Capital Management1.77%$2MNo change of 20%
Christopher Bloomstran1.75%$15MNo change of 20%
Francois Rochon1.67%$50MNo change of 20%
Yacktman Asset Management1.64%$132MNo change of 20%
Thomas Gayner1.49%$196MNo change of 20%
Duan Yongping0.86%$164MNo change of 20%
First Eagle Investment Management0.85%$517MNo change of 20%
John Rogers0.61%$61MNo change of 20%

Holders over time

How many of the same 76 investors reported a position at each quarter end, up to Q2 2026.

19Q3 ’24
19Q4 ’24
19Q1 ’25
23Q2 ’25
23Q3 ’25
23Q4 ’25
22Q1 ’26
19Q2 ’26

Where to next

Viking Global InvestorsLargest holder by dollars: $689M →Lindsell TrainHighest conviction: 9.55% of the portfolio →All portfoliosThe biggest bets reported for Q2 2026, on one sheet →

Source: SEC Form 13F filings for Q2 2026, the quarter ended Jun 30, 2026, from the 76 investors on the homepage sheet · CUSIP 254687106 · data as of Nov 12, 2026. Weight is the share of the investor’s disclosed portfolio. Filings list long US-listed positions at quarter end. They are not live holdings, omit shorts, can be amended and give no reasons for a change.

Each investor’s filing