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 1,298 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 $33.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
3,855
shares
|
$635,419
0.5% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
3,803
shares
|
$626,848
0.3% of portfolio
|
Q2 2023
Reduced 31.4%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Feb 06, 2025 Q4 2024 |
3,797
shares
|
$625,859
0.29% of portfolio
|
Q4 2024
Reduced 31.71%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,754
shares
|
$618,771
0.01% of portfolio
|
Q4 2024
Added 35.33%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,707
shares
|
$611,024
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,695
shares
|
$609,046
0.0% of portfolio
|
Q4 2024
Added 82.11%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
3,682
shares
|
$606,904
0.01% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
3,665
shares
|
$604,101
0.55% of portfolio
|
Q3 2023
Added 28.37%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,655
shares
|
$602,453
0.09% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
3,643
shares
|
$600,475
0.33% of portfolio
|
Q1 2024
Added 4.99%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
3,622
shares
|
$597,014
0.02% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
3,618
shares
|
$596,354
0.03% of portfolio
|
Q4 2024
Reduced 24.1%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
3,603
shares
|
$593,882
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
3,597
shares
|
$592,893
0.01% of portfolio
|
Q4 2024
Reduced 13.93%
|
|
|
Schubert & CO
|
Jan 31, 2025 Q4 2024 |
3,585
shares
|
$590,915
0.54% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
3,582
shares
|
$590,421
0.01% of portfolio
|
Q4 2024
Reduced 28.46%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,570
shares
|
$588,443
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
3,565
shares
|
$587,618
0.02% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,563
shares
|
$587,289
0.03% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
3,538
shares
|
$583,168
0.06% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
3,501
shares
|
$577,069
0.26% of portfolio
|
Q4 2024
Reduced 13.02%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
3,486
shares
|
$574,597
0.06% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
3,452
shares
|
$568,993
0.04% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
3,439
shares
|
$566,850
0.02% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
3,431
shares
|
$565,531
0.22% of portfolio
|
Q4 2024
Added 0.23%
|