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 |
|---|---|---|---|---|---|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
1,574
shares
|
$318,105
0.1% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,566
shares
|
$316,488
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,538
shares
|
$310,829
0.01% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,512
shares
|
$305,575
0.03% of portfolio
|
Q3 2024
Added 64.89%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,505
shares
|
$304,160
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
1,497
shares
|
$302,543
0.02% of portfolio
|
Q3 2024
Reduced 77.21%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
1,491
shares
|
$301,331
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
1,479
shares
|
$298,905
0.01% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,471
shares
|
$297,289
0.01% of portfolio
|
Q4 2024
Reduced 80.83%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
1,457
shares
|
$294,459
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
1,457
shares
|
$294,459
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,457
shares
|
$294,459
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
1,456
shares
|
$294,257
0.1% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
1,453
shares
|
$293,651
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,450
shares
|
$293,045
0.04% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
1,450
shares
|
$293,045
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
1,444
shares
|
$291,832
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,444
shares
|
$291,832
0.01% of portfolio
|
Q2 2020
Reduced 7.95%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
1,433
shares
|
$289,609
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
1,427
shares
|
$288,396
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
1,414
shares
|
$285,769
0.02% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,411
shares
|
$285,163
0.02% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
1,407
shares
|
$284,354
0.03% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
1,396
shares
|
$282,131
0.01% of portfolio
|
Q4 2022
Reduced 0.14%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
1,392
shares
|
$281,323
0.06% of portfolio
|
Q4 2024
New holding
|