Institutional Ownership Discover Financial Services (DFS)
This table provides information about the institutional ownership of Discover Financial Services (DFS). We have compiled data on the 141 institutions that hold shares in the stock, with a total of 25.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
19,370,123
shares
|
$3.87 Billion
0.06% of portfolio
|
Q2 2024
Added 4.09%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,365,660
shares
|
$273 Million
0.07% of portfolio
|
Q4 2024
Added 48.1%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,116,863
shares
|
$223 Million
0.15% of portfolio
|
Q3 2022
Reduced 13.84%
|
|
|
M&G Investment Management LTD
London, X0 |
May 08, 2024 Q4 2023 |
452,032
shares
|
$90.4 Million
0.18% of portfolio
|
Q4 2023
Added 16.44%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
434,066
shares
|
$86.8 Million
1.21% of portfolio
|
Q1 2023
Reduced 3.02%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
412,226
shares
|
$82.5 Million
0.05% of portfolio
|
Q1 2024
Reduced 5.44%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
273,172
shares
|
$54.6 Million
0.04% of portfolio
|
Q4 2023
Reduced 15.86%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
219,236
shares
|
$43.9 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
197,223
shares
|
$39.5 Million
1.29% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
155,333
shares
|
$31.1 Million
1.21% of portfolio
|
Q3 2022
Reduced 0.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
149,361
shares
|
$29.9 Million
0.01% of portfolio
|
Q3 2024
Added 12.73%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
142,845
shares
|
$28.6 Million
0.51% of portfolio
|
Q1 2023
Reduced 14.38%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
129,431
shares
|
$25.9 Million
0.02% of portfolio
|
Q2 2023
Reduced 9.56%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
95,676
shares
|
$19.1 Million
1.36% of portfolio
|
Q3 2022
Reduced 1.21%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
62,027
shares
|
$12.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
61,019
shares
|
$12.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
60,179
shares
|
$12 Million
0.95% of portfolio
|
Q3 2024
Reduced 14.59%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
54,653
shares
|
$10.9 Million
2.94% of portfolio
|
Q2 2022
Reduced 8.95%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
49,668
shares
|
$9.94 Million
0.01% of portfolio
|
Q3 2023
Added 22.01%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
46,594
shares
|
$9.32 Million
0.55% of portfolio
|
Q2 2023
Added 2.93%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
45,154
shares
|
$9.03 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
42,678
shares
|
$8.54 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
37,487
shares
|
$7.5 Million
0.02% of portfolio
|
Q2 2023
Reduced 41.08%
|
|
|
Hst Ventures, LLC
|
Nov 14, 2024 Q3 2024 |
36,117
shares
|
$7.23 Million
1.43% of portfolio
|
Q3 2024
Reduced 76.59%
|
|
|
Smith, Graham & Co., Investment Advisors, LP
|
Jan 29, 2024 Q4 2023 |
32,431
shares
|
$6.49 Million
0.42% of portfolio
|
Q4 2023
Reduced 9.25%
|
|