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 1,170 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 $34.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
789
shares
|
$133,845
0.04% of portfolio
|
Q2 2024
Reduced 89.42%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
771
shares
|
$130,792
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
750
shares
|
$127,229
0.01% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
738
shares
|
$125,194
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
731
shares
|
$124,006
0.05% of portfolio
|
Q4 2023
Reduced 14.1%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
710
shares
|
$120,444
0.08% of portfolio
|
Q2 2024
Reduced 12.35%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
700
shares
|
$118,747
0.07% of portfolio
|
Q2 2023
Reduced 3.71%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
700
shares
|
$118,747
0.04% of portfolio
|
Q4 2019
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
683
shares
|
$115,864
0.02% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
622
shares
|
$105,516
0.02% of portfolio
|
Q1 2022
Reduced 90.78%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
612
shares
|
$103,819
0.01% of portfolio
|
Q3 2024
Reduced 31.77%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
608
shares
|
$103,141
0.01% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
600
shares
|
$101,783
0.01% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
599
shares
|
$101,614
0.01% of portfolio
|
Q1 2024
Reduced 77.21%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
585
shares
|
$99,239
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
579
shares
|
$98,221
0.02% of portfolio
|
Q1 2024
Reduced 42.1%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
577
shares
|
$97,882
0.0% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
573
shares
|
$97,203
0.01% of portfolio
|
Q2 2023
Added 45.06%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
565
shares
|
$95,846
0.0% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
563
shares
|
$95,507
0.05% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
542
shares
|
$91,944
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
540
shares
|
$91,605
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
538
shares
|
$91,266
0.01% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
528
shares
|
$89,569
0.02% of portfolio
|
Q3 2022
Reduced 9.12%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
508
shares
|
$86,177
0.04% of portfolio
|
Q2 2022
Reduced 3.05%
|