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 |
|---|---|---|---|---|---|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
120
shares
|
$24,252
0.01% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
116
shares
|
$23,443
0.01% of portfolio
|
Q4 2023
Added 16.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
114
shares
|
$23,039
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
114
shares
|
$23,039
0.01% of portfolio
|
Q3 2023
Added 0.88%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
113
shares
|
$22,837
0.0% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
112
shares
|
$22,635
0.0% of portfolio
|
Q4 2024
Added 111.32%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
110
shares
|
$22,231
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
109
shares
|
$22,028
0.01% of portfolio
|
Q3 2021
Reduced 19.85%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
108
shares
|
$21,826
0.01% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
107
shares
|
$21,624
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
105
shares
|
$21,220
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
100
shares
|
$20,210
0.0% of portfolio
|
Q2 2023
Reduced 26.47%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
100
shares
|
$20,210
0.0% of portfolio
|
Q3 2024
Reduced 83.11%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
100
shares
|
$20,210
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
100
shares
|
$20,210
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
99
shares
|
$20,007
0.01% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
97
shares
|
$19,603
0.0% of portfolio
|
Q3 2023
Reduced 9.35%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
95
shares
|
$19,199
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
93
shares
|
$18,795
0.0% of portfolio
|
Q3 2024
Reduced 67.14%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
91
shares
|
$18,391
0.0% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
91
shares
|
$18,391
0.0% of portfolio
|
Q4 2024
Reduced 36.81%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
90
shares
|
$18,189
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
88
shares
|
$17,784
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
88
shares
|
$17,784
0.0% of portfolio
|
Q3 2023
Reduced 42.11%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
87
shares
|
$17,582
0.01% of portfolio
|
Q4 2023
New holding
|