DIS
The Walt Disney Company · Communication Services · Entertainment
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +0.6% · nuevas posiciones netas -3.3% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 180 | +1 | 1.05B | $101.21B | +7 | −8 |
| 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 | The Vanguard Group ✦ (pasivo) | 158.12M | +0.4% | $18.10B | 0.3% | ▲ Add | 2 | SEC ↗ ×7 |
| 2 | JPMorgan Chase ✦ | 135.43M | — | $15.51B | 0.5% | n/c | 1 | SEC ↗ ×44 |
| 3 | BlackRock ✦ (pasivo) | 126.88M | -0.8% | $14.53B | 0.3% | ▼ Trim | 2 | SEC ↗ ×23 |
| 4 | State Street Global Advisors ✦ (pasivo) | 82.02M | +3.0% | $9.39B | 0.3% | ▲ Add | 4 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 39.23M | -1.9% | $4.47B | 0.3% | ▼ Trim | 6 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 36.47M | — | $4.18B | 0.3% | n/c | 1 | SEC ↗ ×24 |
| 7 | Fidelity (FMR) ✦ | 35.50M | +15.1% | $4.07B | 0.2% | ▲ Add | 2 | SEC ↗ ×7 |
| 8 | Viking Global Investors ✦ | 10.45M | +78.7% | $1.20B | 3.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Wellington Management ✦ | 10.40M | -8.8% | $1.19B | 0.2% | ▼ Trim | 6 | SEC ↗ ×8 |
| 10 | Arrowstreet Capital ✦ | 9.12M | -3.1% | $1.04B | 0.7% | ▼ Trim | 6 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 8.90M | — | $1.02B | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 12 | T. Rowe Price ✦ | 8.54M | -7.4% | $978.06M | 0.1% | ▼ Trim | 6 | SEC ↗ ×2 |
| 13 | PRIMECAP Management ✦ | 6.25M | -1.5% | $715.34M | 0.5% | ▼ Trim | 6 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 6.23M | +0.2% | $712.82M | 0.6% | ▲ Add | 6 | SEC ↗ ×2 |
| 15 | Capital World Investors ✦ | 4.84M | +3.5% | $554.05M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 16 | ValueAct Capital ✦ | 4.39M | -13.7% | $502.88M | 8.5% | ▼ Trim | 6 | SEC ↗ |
| 17 | Markel Group ✦ | 2.03M | 0.0% | $232.63M | 1.9% | Held | 6 | SEC ↗ ×2 |
| 18 | Adage Capital Partners ✦ | 1.93M | +0.7% | $221.55M | 0.4% | ▲ Add | 6 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 1.35M | -10.3% | $154.01M | 0.1% | ▼ Trim | 6 | SEC ↗ ×6 |
| 20 | Citadel Advisors ✦ | 812.84K | -65.3% | $93.07M | 0.1% | ▼ Trim | 6 | SEC ↗ ×2 |
| 21 | Marshall Wace ✦ | 812.78K | +25768.3% | $93.06M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 22 | Soros Fund Management ✦ | 655.71K | Nuevo | $75.08M | 1.7% | New | 1 | SEC ↗ |
| 23 | Renaissance Technologies ✦ | 513.01K | +49.8% | $58.74M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 24 | Millennium Management ✦ | 434.92K | -48.0% | $49.80M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 25 | Gotham Asset Management ✦ | 410.40K | +18.2% | $46.99M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 26 | GAMCO Investors ✦ | 296.94K | -1.5% | $34.00M | 0.3% | ▼ Trim | 6 | SEC ↗ |
| 27 | Dodge & Cox ✦ | 288.13K | -1.4% | $32.99M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 28 | Fisher Asset Management ✦ | 57.51K | +24.5% | $6.58M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 29 | Two Sigma Investments ✦ | 32.30K | -9.5% | $3.70M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 30 | Harris Associates (Oakmark) ✦ | 1.92K | +19.2% | $220,184 | 0.0% | ▲ Add | 6 | 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
| Soros Fund Management | $75.08M | 1.7% |
Posición cerrada
| Norges Bank | $2.62B | era 0.3% |
| Point72 Asset Management | $378.76M | era 0.9% |
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 · 3.62K acc. · $381,012
Officer · 3.60K acc. · $382,327
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología