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 1,297 institutions that hold shares in the stock, with a total of 202 Million shares, which have been reported (via 13F filing form) to have a value of $32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
22,826
shares
|
$3.62 Million
0.08% of portfolio
|
Q4 2024
Added 41.75%
|
|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
22,393
shares
|
$3.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.05%
|
|
|
Phase 2 Partners, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
22,285
shares
|
$3.54 Million
3.33% of portfolio
|
Q4 2024
Reduced 51.42%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
22,247
shares
|
$3.53 Million
1.42% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
22,150
shares
|
$3.52 Million
0.14% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
22,017
shares
|
$3.49 Million
0.12% of portfolio
|
Q4 2024
Reduced 8.8%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
21,566
shares
|
$3.42 Million
0.03% of portfolio
|
Q1 2024
Reduced 4.07%
|
|
|
Oregon Public Employees Retirement Fund
|
Feb 04, 2025 Q4 2024 |
21,541
shares
|
$3.42 Million
0.07% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
21,401
shares
|
$3.4 Million
0.08% of portfolio
|
Q3 2023
Reduced 6.13%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
21,387
shares
|
$3.39 Million
0.81% of portfolio
|
Q4 2024
Reduced 26.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
21,268
shares
|
$3.38 Million
0.0% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
21,220
shares
|
$3.37 Million
0.02% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
21,130
shares
|
$3.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
20,900
shares
|
$3.32 Million
0.01% of portfolio
|
Q4 2024
Reduced 82.49%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Feb 11, 2025 Q4 2024 |
20,842
shares
|
$3.31 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.98%
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Feb 14, 2025 Q4 2024 |
20,809
shares
|
$3.3 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
20,765
shares
|
$3.3 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Blue Mar Capital Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
20,750
shares
|
$3.29 Million
5.97% of portfolio
|
Q2 2024
Reduced 11.34%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
20,419
shares
|
$3.24 Million
0.04% of portfolio
|
Q4 2024
Added 46.73%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Feb 14, 2025 Q4 2024 |
20,319
shares
|
$3.23 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
20,155
shares
|
$3.2 Million
0.18% of portfolio
|
Q4 2024
Added 11.12%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
20,090
shares
|
$3.19 Million
0.01% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Feb 13, 2025 Q4 2024 |
20,083
shares
|
$3.19 Million
2.53% of portfolio
|
Q4 2024
Reduced 16.38%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
20,016
shares
|
$3.18 Million
0.51% of portfolio
|
Q4 2024
Reduced 65.0%
|
|
|
Symmetry Investments LP
|
Feb 14, 2025 Q4 2024 |
20,000
shares
|
$3.17 Million
0.3% of portfolio
|
Q4 2024
New holding
|