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DIS logoDIS

The Walt Disney Company · Communication

Tracked owners
1
Sum of conviction
12%
Sector
Communication
HoldLens Signal
Full buy/sell dossier for DIS
Verdict · Multi-quarter trend · Activity · News · Ownership
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Smart money activity

Every tracked buy, add, trim, and exit on DIS by the best portfolio managers in the world. Ranked by manager quality inside each quarter.

Smart money activity
1 buy · 0 sells across tracked 13F filings
Net signal: Net accumulation
Q2 2025(1 move)
Portfolio manager% portfolio
Jeffrey UbbenElite
ValueAct Capital
11.20%

Insider activity

SEC Form 4 filings — when CEOs, CFOs, and 10%+ owners buy or sell their own stock.

Activist filings

Tracked SEC 13D/13G disclosures targeting The Walt Disney Company.

13D · Active campaign
Trian Fund Management
Nelson Peltz / Trian Partners · filed 2023-11-30

Cost cuts, succession planning, ESPN spinoff. Launched proxy fight April 2024 — lost at annual meeting 12-to-1 against.

Stake
1.8%

Congressional trades

STOCK Act disclosures from U.S. House and Senate members trading DIS.

MemberActionRange
Earl Blumenauer
House · D-OR
sell$15K–$50K

Latest news

Recent headlines for DIS.

Hedge funds holding DIS

1 superinvestor hold The Walt Disney Company as a top position. Sorted by % of portfolio.

Manager% Portfolio
Jeffrey Ubben fund logoJeffrey Ubben
Largest position. Turnaround thesis.
12.4%
Dividend tax by country

What will you keep of every $100 in DIS dividend?

Withholding rate
0%
Domestic (no cross-border)
Tax withheld
$0.00
You'd receive
$1000.00
Of $1000 gross
Source & treaty reference
Treaty: Domestic — no cross-border withholding
Citation: IRC §§ 1441–1446 (withholding applies to foreign persons; US residents not subject to WHT on US-source dividends)
U.S. residents receiving U.S.-source dividends: no cross-border withholding; taxed on return at qualified (0/15/20%) or ordinary rates.

Estimates for educational purposes only. Tax rules change; consult a qualified tax professional for your specific situation. Dividend-tax treatment depends on holding period, account type (taxable vs. retirement), investor type (individual vs. pension vs. mutual fund), limitation-on-benefits tests, and other factors not modeled here.

Full dividend-tax rules for United States investors →

Get alerts when they buy or sell DIS

One email per 13F filing — you'll know within hours if any tracked manager moves on DIS.

Related smart-money signals

Derived from the same 13F filings
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Frequently asked questions

Who owns DIS?

1 tracked superinvestors hold The Walt Disney Company (DIS) as a top position based on the latest SEC 13F filings. Largest tracked holder: Jeffrey Ubben at 12.4% of portfolio. Full ranking by % of portfolio shown in the table below.

How many hedge funds hold DIS?

1 of HoldLens's tracked superinvestors hold DIS according to the latest SEC 13F filings. The sum of conviction across those holders is 12% (sum of each manager's % of portfolio in DIS).

Who is the biggest hedge-fund holder of DIS?

Among HoldLens's tracked superinvestors, Jeffrey Ubben holds the largest DIS position at 12.4% of portfolio. Largest position. Turnaround thesis.

What sector is DIS?

The Walt Disney Company (DIS) is classified as Communication. Smart-money activity, insider trades (SEC Form 4), buybacks, short interest, congressional trades, and ETF ownership for DIS are all aggregated on this page.

Data sourced from SEC 13F filings. DIS ownership reflects publicly disclosed long positions only. Not investment advice.