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 |
|---|---|---|---|---|---|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
29,300
shares
|
$5.86 Million
0.08% of portfolio
|
Q3 2022
Reduced 10.21%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
26,719
shares
|
$5.35 Million
0.04% of portfolio
|
Q3 2024
Added 40.57%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
25,503
shares
|
$5.1 Million
0.03% of portfolio
|
Q3 2023
Added 1.27%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
22,919
shares
|
$4.58 Million
0.15% of portfolio
|
Q2 2022
Reduced 8.37%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
22,907
shares
|
$4.58 Million
0.22% of portfolio
|
Q4 2022
Reduced 0.9%
|
|
|
Phase 2 Partners, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
22,285
shares
|
$4.46 Million
3.33% of portfolio
|
Q4 2024
Reduced 51.42%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
21,401
shares
|
$4.28 Million
0.08% of portfolio
|
Q3 2023
Reduced 6.13%
|
|
|
Blue Mar Capital Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
20,750
shares
|
$4.15 Million
5.97% of portfolio
|
Q2 2024
Reduced 11.34%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
20,098
shares
|
$4.02 Million
0.09% of portfolio
|
Q1 2025
Reduced 15.54%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
19,800
shares
|
$3.96 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Community Capital Management, LLC
|
Oct 23, 2023 Q3 2023 |
16,800
shares
|
$3.36 Million
2.38% of portfolio
|
Q3 2023
Added 3.07%
|
|
|
Cibra Capital LTD
London, X0 |
Apr 28, 2025 Q1 2025 |
16,658
shares
|
$3.33 Million
0.97% of portfolio
|
Q1 2025
Reduced 40.56%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
13,683
shares
|
$2.74 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
11,928
shares
|
$2.39 Million
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
10,874
shares
|
$2.18 Million
0.03% of portfolio
|
Q4 2023
Added 19.8%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,304
shares
|
$2.06 Million
0.02% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
8,718
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2023
Added 7.42%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
7,707
shares
|
$1.54 Million
0.1% of portfolio
|
Q3 2022
Reduced 37.82%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
7,613
shares
|
$1.52 Million
0.19% of portfolio
|
Q3 2022
Reduced 54.5%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,475
shares
|
$1.5 Million
0.05% of portfolio
|
Q3 2023
Added 195.45%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,397
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2024
Added 12.43%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,162
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
7,028
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2022
Added 10.12%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
6,000
shares
|
$1.2 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
5,851
shares
|
$1.17 Million
0.1% of portfolio
|
Q1 2024
New holding
|
|