Follow-The-Filings

Security · featured owners

DIS Disney Walt Co.

Communication Services COM Equity as of 2026 Q2 among managers we track

  • 27 Owners
  • #12
  • Max 9.6%
  • Master 0.25%
  • $4.2B
  • 2 new 8 add 13 reduce 5 exits

DIS (Disney Walt Co.) is held in 27 featured 13F books as of 2026 Q2. Lindsell Train is the largest tracked holder by portfolio weight (9.6%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 9.6% (Lindsell Train) · not free-float ownership

  1. Lindsell Train reduce 9.6%
  2. Corvex Management 6.4%
  3. Kahn Brothers Group reduce 5.5%
  4. Harry Burn reduce 2.9%
  5. Andreas Halvorsen reduce 2.0%
  6. Hillman Capital Management add 1.8%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Lewis Sanders - Sanders Capital 2026 Q2 1.3% New 1.3% 13,780,700 $1.3B history
Andreas Halvorsen - Viking Global Investors 2026 Q2 2.0% Reduce −46.2% 7,158,406 $689M history
First Eagle Investment Management 2026 Q2 0.86% Add +2.3% 5,375,293 $517M history
Dan Sundheim - D1 Capital Partners 2026 Q2 0.80% Add +22.1% 2,874,400 $277M history
Lindsell Train 2026 Q2 9.6% Reduce −18.7% 2,607,846 $251M history
Corvex Management 2026 Q2 6.4% Hold 2,160,581 $208M history
Thomas Gayner - Markel Group 2026 Q2 1.5% Hold 2,031,665 $196M history
Duan Yongping - H&H International Investment 2026 Q2 0.86% Add +12.9% 1,706,600 $164M history
Don Yacktman - Yacktman Asset Management 2026 Q2 1.6% Add +2.1% 1,375,972 $132M history
Harry Burn - Sound Shore Management 2026 Q2 2.9% Reduce −0.3% 967,830 $93M history
Richard Pzena - Pzena Investment Management 2026 Q2 0.25% Add +879.3% 883,495 $85M history
John Rogers - Ariel Investments 2026 Q2 0.61% Reduce −2.9% 635,446 $61M history
Francois Rochon - Giverny Capital 2026 Q2 1.7% Reduce −3.9% 515,567 $50M history
Steven Check - Check Capital Management 2026 Q2 1.2% Hold 450,174 $43M history
Sarah Ketterer - Causeway Capital Management 2026 Q2 0.38% Reduce −35.6% 360,600 $35M history
Kahn Brothers Group 2026 Q2 5.5% Reduce −5.2% 359,092 $35M history
Dodge & Cox 2026 Q2 0.01% Reduce −2.2% 261,007 $25M history
Mairs & Power 2026 Q2 0.15% Reduce −27.6% 173,626 $17M history
Christopher Bloomstran - Semper Augustus Investments Group 2026 Q2 1.8% Add +5.3% 160,653 $15M history
Arnold Van Den Berg - Van Den Berg Management I 2026 Q2 1.4% Add +1.2% 67,131 $6M history
Tweedy, Browne Co. 2026 Q2 0.33% New 0.33% 44,975 $4M history
Hillman Capital Management 2026 Q2 1.8% Add +3.2% 25,385 $2M history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 0.51% Reduce −5.2% 15,169 $1M history
George Soros - Soros Fund Management 2026 Q2 0.01% Hold 10,518 $1M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.38% Reduce −1.6% 8,126 $782K history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 <0.01% Reduce −36.9% 2,990 $288K history
Thomas Russo - Gardner Russo & Quinn 2026 Q2 <0.01% Reduce −1.0% 2,492 $240K history
Farallon Capital Management exited 2026 Q2 last 2026 Q1 1.3% Exit −1.32% 2,401,591 $231M history
Valueact Capital - Valueact Holdings exited 2026 Q2 last 2026 Q1 0.68% Exit −0.68% 400,231 $39M history
Davidson Kempner Capital Management exited 2026 Q2 last 2026 Q1 0.26% Exit −0.26% 200,000 $19M history
First Pacific Advisors exited 2026 Q2 last 2026 Q1 0.01% Exit −0.01% 7,872 $759K history
Lee Ainslie - Maverick Capital exited 2026 Q2 last 2026 Q1 0.01% Exit −0.01% 7,317 $705K history

27 current · 5 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 6 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
10-Q FORM 10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q FORM 10-Q Filing Doc
8-K 5.02,5.07,9.01 Filing Doc
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 10 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026 Filing Doc
4 Period Aug 19, 2026 Filing Doc
4 Period Aug 14, 2026 Filing Doc
4 Period Jul 17, 2026 · 3 forms Filing Doc
4 Period Jul 15, 2026 · 2 forms Filing Doc
4 Period Jun 30, 2026 · 10 forms Filing Doc
4 Period Jun 23, 2026 Filing Doc
4 Period Jun 22, 2026 Filing Doc
4 Period Jun 15, 2026 · 2 forms Filing Doc
4 Period Mar 31, 2026 · 3 forms Filing Doc

Updated 11 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $88.9B $91.36B $94.42B
Net income $2.35B $4.97B $12.4B
Net margin * 2.6% 5.4% 13.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $32.76B $25.24B $24.27B
Total non-current assets * $172.82B $170.98B $173.25B
Total assets $205.58B $196.22B $197.51B
Total current liabilities $31.14B $34.6B $34.16B
Total equity $99.28B $100.7B $109.87B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations — — $18.1B
Cash from investing — -$6.88B -$8.04B
Cash from financing — — -$10.37B
Net change in cash $2.57B -$8.13B -$0.303B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders