Purchases and Sales Made in Q2 2025 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q2 2025. The information is specifically focused on institutions that hold shares of Walt Disney Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.37K+ 19.99% |
$112K - $170K
|
8.24K
$937K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.37K+ 7.3% |
$112K - $170K
|
20.1K
$2.29M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1.34K+ 3.12% |
$110K - $166K
|
44.3K
$5.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.34K+ 2.01% |
$109K - $166K
|
67.8K
$7.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
1.33K+ 4.29% |
$109K - $165K
|
32.3K
$3.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.32K+ 2.04% |
$108K - $164K
|
66.3K
$7.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.32K+ 31.87% |
$108K - $164K
|
5.47K
$622K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.32K+ 38.08% |
$108K - $164K
|
4.79K
$545K
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.31K+ 6.96% |
$107K - $162K
|
20.1K
$2.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 3.65% |
$107K - $162K
|
37K
$4.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
1.3K+ 3.07% |
$107K - $162K
|
43.7K
$4.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.3K+ 22.33% |
$106K - $161K
|
7.12K
$810K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.29K+ 4.52% |
$106K - $160K
|
29.9K
$3.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.29K+ 2.44% |
$105K - $160K
|
54.3K
$6.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.26K+ 1.57% |
$103K - $156K
|
81.3K
$9.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.25K+ 2.55% |
$102K - $156K
|
50.5K
$5.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.24K+ 1.92% |
$101K - $154K
|
65.7K
$7.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.24K+ 3.08% |
$101K - $153K
|
41.3K
$4.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
1.23K+ 3.18% |
$101K - $153K
|
39.9K
$4.53M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
1.22K+ 0.08% |
$99.7K - $151K
|
1.46M
$166M
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.22K+ 31.5% |
$99.3K - $151K
|
5.07K
$577K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
1.21K+ 11.62% |
$98.9K - $150K
|
11.6K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.2K+ 3.48% |
$97.9K - $149K
|
35.6K
$4.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.2K+ 3.53% |
$97.7K - $148K
|
35.1K
$3.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.19K+ 0.51% |
$97.4K - $148K
|
235K
$26.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 18.45% |
$94.7K - $144K
|
7.44K
$846K
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.16K+ 16.56% |
$94.4K - $143K
|
8.13K
$925K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.14K+ 1.6% |
$93K - $141K
|
72.1K
$8.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.13K+ 26.23% |
$92.6K - $141K
|
5.45K
$620K
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.13K+ 3.12% |
$92.3K - $140K
|
37.3K
$4.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.12K+ 10.86% |
$91.7K - $139K
|
11.5K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1.11K+ 2.12% |
$90.3K - $137K
|
53.3K
$6.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.1K+ 7.48% |
$89.5K - $136K
|
15.7K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
1.09K+ 0.45% |
$89.1K - $135K
|
243K
$27.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.09K+ 5.1% |
$88.8K - $135K
|
22.4K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.08K+ 0.43% |
$88.6K - $134K
|
253K
$28.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.08K+ 4.73% |
$88K - $134K
|
23.9K
$2.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.08K+ 5.58% |
$87.8K - $133K
|
20.3K
$2.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1.07K+ 21.21% |
$87.2K - $132K
|
6.1K
$693K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.07K+ 34.72% |
$87.2K - $132K
|
4.14K
$471K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.07K+ 9.62% |
$87K - $132K
|
12.1K
$1.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.06K+ 12.17% |
$87K - $132K
|
9.81K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.05K+ 2.33% |
$86K - $130K
|
46.2K
$5.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Davis Rea Ltd.
|
BUY
|
- |
1.05K+ 3.41% |
$85.9K - $130K
|
31.9K
$3.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.04K+ 8.21% |
$85.3K - $129K
|
13.8K
$1.56M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.04K+ 5210.0% |
$85.2K - $129K
|
1.06K
$121K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.02KNew |
$83.4K - $126K
|
1.02K
$116K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.01K+ 4.87% |
$82.5K - $125K
|
21.7K
$2.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1K+ 7.07% |
$82K - $125K
|
15.2K
$1.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1K+ 4.83% |
$81.7K - $124K
|
21.7K
$2.47M
|