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 1,203 institutions that hold shares in the stock, with a total of 201 Million shares, which have been reported (via 13F filing form) to have a value of $40.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
5,205
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Nov 15, 2024 Q3 2024 |
5,161
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,117
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 48.62%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,110
shares
|
$1.03 Million
0.15% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,105
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,089
shares
|
$1.03 Million
0.07% of portfolio
|
Q4 2024
Reduced 88.56%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
5,044
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 42.16%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
5,007
shares
|
$1.01 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
5,003
shares
|
$1.01 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
5,000
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Added 16.28%
|
|
|
Harvest Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$1.01 Million
0.36% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
4,973
shares
|
$1.01 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
4,904
shares
|
$991,098
0.01% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
4,887
shares
|
$987,662
0.06% of portfolio
|
Q3 2024
Reduced 31.29%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
4,866
shares
|
$983,418
0.26% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
4,864
shares
|
$983,014
0.01% of portfolio
|
Q3 2024
Reduced 76.83%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
4,814
shares
|
$972,909
0.35% of portfolio
|
Q3 2024
Added 92.02%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
4,808
shares
|
$971,696
0.0% of portfolio
|
Q3 2024
Added 22.59%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
4,769
shares
|
$963,814
0.01% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
4,767
shares
|
$963,410
0.03% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Denali Advisors LLC
|
Nov 13, 2024 Q3 2024 |
4,711
shares
|
$952,093
0.07% of portfolio
|
Q3 2024
Added 20.42%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
4,685
shares
|
$946,838
0.03% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
4,681
shares
|
$946,030
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
4,658
shares
|
$941,381
0.01% of portfolio
|
Q3 2024
Added 19.77%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
4,652
shares
|
$940,169
0.04% of portfolio
|
Q3 2024
Reduced 15.0%
|