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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
17
shares
|
$3,435
0.0% of portfolio
|
Q3 2024
Reduced 78.75%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
15
shares
|
$3,031
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
15
shares
|
$3,031
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
14
shares
|
$2,829
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
11
shares
|
$2,223
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
11
shares
|
$2,223
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
11
shares
|
$2,223
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
10
shares
|
$2,021
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
10
shares
|
$2,021
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
10
shares
|
$2,021
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
9
shares
|
$1,818
0.0% of portfolio
|
Q1 2024
Reduced 86.76%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
7
shares
|
$1,414
0.0% of portfolio
|
Q3 2024
Reduced 98.62%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
7
shares
|
$1,414
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
7
shares
|
$1,414
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
7
shares
|
$1,414
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
7
shares
|
$1,414
0.0% of portfolio
|
Q3 2024
Reduced 46.15%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
6
shares
|
$1,212
0.0% of portfolio
|
Q1 2024
Added 20.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
6
shares
|
$1,212
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Copeland Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
5
shares
|
$1,010
0.0% of portfolio
|
Q3 2024
Reduced 99.68%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
5
shares
|
$1,010
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4
shares
|
$808
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2
shares
|
$404
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2
shares
|
$404
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
2
shares
|
$404
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1
shares
|
$202
0.0% of portfolio
|
Q1 2023
New holding
|