Artisan Partners Boosts Stake in Disney

Investment firm increases holdings in entertainment giant by 2.6% in Q3

Published on Feb. 28, 2026

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Artisan Partners Limited Partnership raised its stake in The Walt Disney Company by 2.6% during the third quarter, according to a recent SEC filing. The institutional investor now owns 952,588 shares of the entertainment conglomerate, worth approximately $109 million.

Why it matters

Disney's stock has been a focus for investors as the company navigates the evolving media landscape, with its streaming service Disney+ gaining subscribers and the theme park business recovering from pandemic impacts. Artisan Partners' increased stake signals confidence in Disney's long-term prospects.

The details

Artisan Partners, an investment management firm, purchased an additional 24,433 shares of Disney stock in the third quarter. This brings the firm's total holdings in Disney to 0.05% of the company's outstanding shares. The purchase comes as Disney continues to adapt its business model, investing heavily in its streaming platform while also seeing a rebound in its theme park operations.

  • Artisan Partners reported the increased stake in a filing with the SEC on February 28, 2026.

The players

Artisan Partners Limited Partnership

An investment management firm that owns a 0.05% stake in The Walt Disney Company.

The Walt Disney Company

A diversified global entertainment and media conglomerate known for its iconic intellectual property and family-oriented content.

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The takeaway

Artisan Partners' increased stake in Disney suggests the investment firm sees long-term value in the company as it navigates industry shifts, from the growth of streaming to the recovery of its theme parks business. This vote of confidence from a major institutional investor could signal positive momentum for Disney's stock.