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 |
|---|---|---|---|---|---|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
2,802
shares
|
$461,853
0.03% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
2,800
shares
|
$461,524
0.02% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
2,800
shares
|
$461,524
0.07% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,789
shares
|
$459,710
0.02% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Birch Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
2,773
shares
|
$457,073
0.25% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,736
shares
|
$450,974
0.01% of portfolio
|
Q4 2024
Added 31.92%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
2,730
shares
|
$449,985
0.06% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
2,712
shares
|
$447,018
0.01% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,702
shares
|
$445,370
0.01% of portfolio
|
Q1 2021
Reduced 2.33%
|
|
|
Affinity Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
2,668
shares
|
$439,766
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
2,666
shares
|
$439,436
0.01% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
2,666
shares
|
$439,436
0.02% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Cercano Management LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
2,666
shares
|
$439,436
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,664
shares
|
$439,107
0.01% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,625
shares
|
$432,678
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
2,625
shares
|
$432,678
0.11% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
2,616
shares
|
$431,195
0.1% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Renaissance Group LLC
Covington, KY |
Feb 13, 2025 Q4 2024 |
2,596
shares
|
$427,898
0.02% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
2,591
shares
|
$427,074
0.01% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
2,588
shares
|
$426,580
0.0% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
2,582
shares
|
$425,591
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Feb 11, 2025 Q4 2024 |
2,578
shares
|
$424,931
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
2,575
shares
|
$424,437
0.03% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,568
shares
|
$423,283
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
2,566
shares
|
$422,953
0.08% of portfolio
|
Q4 2024
Reduced 1.42%
|