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DIS Disney

Communication Services, filed as DISNEY WALT CO (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 6 managers in 2026 Q2, sold by 12

  • 3 Owners
  • #12
  • Max 1.0%
  • Master 0.25%
  • $100M
  • 1 new 1 reduce

In 2026 Q3 John Armitage opened a position in Disney, while Murphy Pohlad trimmed.

Who owns this now

Largest portfolio weights among holders, up to 1.0% (John Armitage, Egerton Capital (UK)). Not free-float ownership.

  1. John Armitage New 1.0%
  2. Murphy Pohlad Reduce 0.55%
  3. Kentucky Trust Co. 0.43%

Who owns DIS

Sorted by value, long equity only, as of 2026 Q3.

History
John Armitage, Egerton Capital (UK) 1.0% New 1.0% 933,073 $98M History
Murphy Pohlad, Murphy Pohlad Asset Management 0.55% Reduce −0.7% 15,064 $1.6M History
Kentucky Trust Co., Kentucky Trust 0.43% Hold 8,126 $852K History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by DIS's executives, directors and 10% owners in the last 12 months, from their Form 4s

All DIS insider trades
  • $2.1M bought by 2 insiders
  • $382K sold by 1 insider outside a trading plan
  • $2.4M sold by 2 insiders under 10b5-1 plans
  1. Brent Woodford EVP, Control, Fin Plan & Tax
    Planned sale
    $319K 2,856 shares at $111.68 4.3% of stake
    Traded Oct 16 Filed Oct 19
    ↗
  2. Brent Woodford EVP, Control, Fin Plan & Tax
    Planned sale
    $381K 3,618 shares at $105.31 5.4% of stake
    Traded Oct 8 Filed Oct 9
    ↗
  3. Brent Woodford EVP, Control, Fin Plan & Tax
    Planned sale
    $388K 3,618 shares at $107.13 5.5% of stake
    Traded Sep 1 Filed Sep 3
    ↗
  4. Paul M Roeder Sr EVP and Chief Comm Officer
    Sale
    $382K 3,596 shares at $106.32 100% of stake
    Traded Aug 19 Filed Aug 20
    ↗
  5. Brent Woodford EVP, Control, Fin Plan & Tax
    Planned sale
    $762K 7,238 shares at $105.31 10% of stake
    Traded Aug 14 Filed Aug 17
    ↗
  6. Amy Chang Director
    Buy
    $99K 916 shares at $107.85 +6.6% to stake
    Traded Feb 12 Filed Feb 17
    ↗
  7. Sonia L Coleman Sr. EVP & Chief People Officer
    Planned sale
    $282K 2,473 shares at $114.00 100% of stake
    Traded Jan 22 Filed Jan 23
    ↗
  8. Sonia L Coleman Sr. EVP & Chief People Officer
    Planned sale
    $277K 2,431 shares at $114.00 100% of stake
    Traded Dec 24, 2025 Filed Dec 29, 2025
    ↗
  9. James P Gorman Director
    Buy
    $2M 18,000 shares at $111.89 +90% to stake
    Traded Dec 12, 2025 Filed Dec 15, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 39 stock grants, 38 share withholdings for taxes, 35 option exercises, and 2 sales back to the company.

Congress

23 members of Congress traded DIS in the last three years: 7 buys and 29 sales. 38 members listed it in 2025 annual reports.

All Congress trades
  1. Pete Sessions R-TX-17 Sell $1K–$15K Oct 28 filed Oct 27
  2. Kevin Hern R-OK-1Joint Sell $15K–$50K Aug 10 filed Sep 1
  3. Mike Kelly R-PA-16Spouse Sell $1K–$15K Jul 17 filed Aug 12
  4. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  5. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Feb 10 filed Mar 9
  6. John Boozman R-ARJoint Buy $1K–$15K Jan 8 filed Feb 15

SEC filings

Recent issuer filings from EDGAR, 5 shown.

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
SCHEDULE 13G — Filing Doc

Source: SEC EDGAR submissions, updated 11 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.