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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
3,551
shares
|
$717,657
0.01% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
3,526
shares
|
$712,604
0.04% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
3,501
shares
|
$707,552
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
3,501
shares
|
$707,552
0.26% of portfolio
|
Q4 2024
Reduced 13.02%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,489
shares
|
$705,126
0.05% of portfolio
|
Q3 2024
Added 69.45%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
3,470
shares
|
$701,287
0.05% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
3,452
shares
|
$697,649
0.04% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
3,440
shares
|
$695,224
0.07% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
3,431
shares
|
$693,405
0.22% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
3,406
shares
|
$688,352
0.01% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
3,396
shares
|
$686,331
0.08% of portfolio
|
Q3 2024
Added 49.14%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
3,350
shares
|
$677,035
0.6% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,349
shares
|
$676,832
0.07% of portfolio
|
Q2 2024
Reduced 17.19%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
3,349
shares
|
$676,832
0.01% of portfolio
|
Q3 2024
Reduced 76.1%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,345
shares
|
$676,024
0.09% of portfolio
|
Q2 2023
Reduced 0.24%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
3,330
shares
|
$672,993
0.02% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jan 16, 2025 Q4 2024 |
3,320
shares
|
$670,972
0.35% of portfolio
|
Q2 2023
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
3,304
shares
|
$667,738
0.17% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
3,288
shares
|
$664,504
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
3,260
shares
|
$658,846
0.07% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,255
shares
|
$657,835
0.04% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,233
shares
|
$653,389
0.0% of portfolio
|
Q3 2024
Reduced 17.21%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
3,227
shares
|
$652,176
0.01% of portfolio
|
Q3 2024
Reduced 21.88%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,218
shares
|
$650,357
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
3,197
shares
|
$646,113
0.23% of portfolio
|
Q4 2024
Added 5.16%
|