DIS
The Walt Disney Company · Communication Services · Entertainment
Señales de momentum (gestores comparables):
amplitud de titulares -8.3% ·
flujo de acciones +0.5% ·
nuevas posiciones netas -9.1%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 182 | +1 | 1.06B | $102.07B | +7 | −6 |
| Q1 2026 | 184 | -2 | 1.05B | $101.63B | +5 | −8 |
| Q4 2025 | 185 | +1 | 1.14B | $129.67B | +2 | — |
| Q3 2025 | 30 | 0 | 692.39M | $79.26B | +1 | −2 |
| Q2 2025 | 28 | 0 | 528.32M | $65.53B | +1 | −1 |
| Q1 2025 | 25 | +1 | 210.42M | $20.75B | +1 | — |
| Q4 2024 | 24 | +1 | 207.35M | $23.11B | +1 | — |
| Q3 2024 | 22 | -2 | 124.41M | $11.95B | — | −2 |
| Q2 2024 | 24 | — | 123.78M | $12.28B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (pasivo) | 37.67M | +3.8% | $3.61B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 37.67M | +3.8% | $3.61B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 3 | Norges Bank ✦ (pasivo) | 20.61M | -4.3% | $1.98B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 4 | ValueAct Capital ✦ | 14.93M | +143.4% | $1.44B | 17.3% | ▲ Add | 2 | SEC ↗ |
| 5 | ValueAct Capital ✦ | 14.93M | +143.4% | $1.44B | 17.3% | ▲ Add | 2 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 10.94M | +3.5% | $1.05B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 10.94M | +3.5% | $1.05B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Wellington Management ✦ | 8.20M | +12.1% | $789.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Wellington Management ✦ | 8.20M | +12.1% | $789.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Wellington Management ✦ | 8.20M | +12.1% | $789.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Wellington Management ✦ | 8.20M | +12.1% | $789.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Wellington Management ✦ | 8.20M | +12.1% | $789.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Wellington Management ✦ | 8.20M | +12.1% | $789.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Wellington Management ✦ | 8.20M | +12.1% | $789.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | PRIMECAP Management ✦ | 6.44M | -0.9% | $619.07M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 16 | Arrowstreet Capital ✦ | 6.18M | +261.0% | $594.18M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 17 | Capital World Investors ✦ | 5.91M | +0.1% | $568.64M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 2.13M | +109.3% | $204.46M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 2.13M | +109.3% | $204.46M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 20 | Markel Group ✦ | 2.03M | 0.0% | $195.43M | 1.8% | Held | 2 | SEC ↗ |
| 21 | Markel Group ✦ | 2.03M | 0.0% | $195.43M | 1.8% | Held | 2 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 1.96M | +136.1% | $188.32M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 1.96M | +136.1% | $188.32M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 1.96M | +136.1% | $188.32M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 1.96M | +136.1% | $188.32M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 1.96M | +136.1% | $188.32M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 27 | Adage Capital Partners ✦ | 1.71M | -2.2% | $164.44M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 28 | Millennium Management ✦ | 1.52M | -36.5% | $146.27M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 29 | Harris Associates (Oakmark) ✦ | 1.30M | -0.8% | $125.22M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 30 | Harris Associates (Oakmark) ✦ | 1.30M | -0.8% | $125.22M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 31 | Renaissance Technologies ✦ | 1.10M | +97.3% | $106.19M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 32 | Marshall Wace ✦ | 435.00K | +511.3% | $41.84M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 33 | Gotham Asset Management ✦ | 339.06K | +36.7% | $32.61M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 34 | GAMCO Investors ✦ | 308.44K | -2.3% | $29.67M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 35 | Dodge & Cox ✦ | 304.18K | -0.6% | $29.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 263.87K | -95.6% | $25.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 263.87K | -95.6% | $25.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Fisher Asset Management ✦ | 101.24K | -98.7% | $9.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Two Sigma Investments ✦ | 30.40K | -84.6% | $2.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Trian Fund Management | $262.68M | era 6.4% |
| Bridgewater Associates | $19.37M | era 0.1% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 2,963 tenedores, 1.22B acciones, $113.37B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 3.60K acc. · $382,327
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología