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 |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
336
shares
|
$67,905
0.01% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
324
shares
|
$65,480
0.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
318
shares
|
$64,267
0.0% of portfolio
|
Q4 2023
Added 1.27%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
316
shares
|
$63,863
0.0% of portfolio
|
Q3 2024
Added 27.42%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
311
shares
|
$62,853
0.01% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
300
shares
|
$60,630
0.01% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
293
shares
|
$59,215
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
280
shares
|
$56,588
0.01% of portfolio
|
Q4 2023
Reduced 1.41%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
275
shares
|
$55,577
0.01% of portfolio
|
Q3 2023
Added 450.0%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
272
shares
|
$54,971
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
270
shares
|
$54,567
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
269
shares
|
$54,364
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
268
shares
|
$54,162
0.01% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
263
shares
|
$53,152
0.04% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
262
shares
|
$52,950
0.03% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
260
shares
|
$52,546
0.01% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
258
shares
|
$52,141
0.01% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
250
shares
|
$50,525
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
243
shares
|
$49,110
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
232
shares
|
$46,887
0.01% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
230
shares
|
$46,483
0.0% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
228
shares
|
$46,078
0.0% of portfolio
|
Q4 2024
Reduced 39.52%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
221
shares
|
$44,664
0.0% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
218
shares
|
$44,057
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
218
shares
|
$44,057
0.01% of portfolio
|
Q1 2024
Added 9.0%
|