Walt Disney

DIS

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding

In their latest 13F (Q3 2026)

See who

Value held

$1.4bn

Combined value at quarter end

Last quarter

5 bought

9 sold or trimmed

Fund portfolios

Funds holding it

See which

Price at Q2 ’26 end

$96.25

-0.1% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

-3.1%Q3 ’24

+15.8%Q4 ’24

-11.4%Q1 ’25

+25.6%Q2 ’25

-7.7%Q3 ’25

-0.6%Q4 ’25

-15.3%Q1 ’26

-0.1%Q2 ’26

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

14Q4 ’23

15Q1 ’24

15Q2 ’24

14Q3 ’24

14Q4 ’24

14Q1 ’25

15Q2 ’25

15Q3 ’25

15Q4 ’25

14Q1 ’26

13Q2 ’26

0Q3 ’26

Counts the managers on this site whose 13F for that quarter includes Walt Disney.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Walt Disney

Lindsell Train	9.6%$251m	$251m	Trimmed -19%	53 qtrs
Kahn Brothers	5.5%$34.6m	$34.6m	Trimmed -5.2%	10 qtrs
Semper Augustus	1.8%$15.5m	$15.5m	Added +5.3%	33 qtrs
Giverny Capital	1.7%$49.6m	$49.6m	Trimmed -3.9%	46 qtrs
Yacktman Asset Management	1.6%$132m	$132m	Added +2.1%	30 qtrs
Markel Group	1.5%$196m	$196m	Unchanged	53 qtrs
H&H International (Duan Yongping)	0.9%$164m	$164m	Added +13%	26 qtrs
First Eagle Investment Management	0.8%$517m	$517m	Added +2.3%	12 qtrs
Tweedy, Browne	0.3%$4.3m	$4.3m	New	1 qtr
Mairs & Power	0.1%$16.7m	$16.7m	Trimmed -28%	53 qtrs
Dodge & Cox	0.0%$25.1m	$25.1m	Trimmed -2.2%	53 qtrs
Gardner Russo & Quinn	0.0%$240k	$240k	Trimmed -1.0%	53 qtrs
Horizon Kinetics	0.0%$288k	$288k	Trimmed -37%	30 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works

From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.

Sort by

Insider purchases and sales of Walt Disney
		Bought or sold				Filing
16 Oct 2026	Woodford BrentEVP, Control, Fin Plan & Tax	▼ Sold	2,856	$111.68	$319k	Form 4
8 Oct 2026	Woodford BrentEVP, Control, Fin Plan & Tax	▼ Sold	3,618	$105.31	$381k	Form 4
1 Sep 2026	Woodford BrentEVP, Control, Fin Plan & Tax	▼ Sold	3,618	$107.13	$388k	Form 4
19 Aug 2026	Roeder Paul MSr EVP and Chief Comm Officer	▼ Sold	3,596	$106.32	$382k	Form 4
14 Aug 2026	Woodford BrentEVP, Control, Fin Plan & Tax	▼ Sold	7,238	$105.31	$762k	Form 4

About the company

Sector: Consumer discretionary · Services-Miscellaneous Amusement & Recreation
Incorporated in: Delaware
Financial year ends: 3 October
Shares outstanding: 1.73bn at 29 Jul 2026
SEC filings: Annual reports and other filings on EDGAR

Revenue and profit

$56bnOct ’16

$55bnSep ’17

$59bnSep ’18

$70bnSep ’19

$65bnOct ’20

$67bnOct ’21

$83bnOct ’22

$89bnSep ’23

$91bnSep ’24

$94bnSep ’25

Walt Disney revenue and net income by year
Year	Revenue	Net income
Year to Sep 2025	$94bn	$12bn
Year to Sep 2024	$91bn	$5.0bn
Year to Sep 2023	$89bn	$2.4bn
Year to Oct 2022	$83bn	$3.1bn
Year to Oct 2021	$67bn	$2.0bn
Year to Oct 2020	$65bn	−$2.9bn
Year to Sep 2019	$70bn	$11bn
Year to Sep 2018	$59bn	$13bn
Year to Sep 2017	$55bn	$9.0bn
Year to Oct 2016	$56bn	$9.4bn

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

Sold out last quarter

First Pacific Advisors (FPA) in Q2 2026
ValueAct in Q2 2026

In fund portfolios

US-registered funds run by these managers that hold Walt Disney, from their latest N-PORT filings.

Funds holding Walt Disney

AMG Yacktman FundYacktman Asset Management	1.2%	$86.6m	30 Jun 2026
AMG Yacktman Focused FundYacktman Asset Management	0.8%	$23.1m	30 Jun 2026
First Eagle Global FundFirst Eagle Investment Management	0.6%	$484m	31 Jul 2026