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 1,292 institutions that hold shares in the stock, with a total of 202 Million shares, which have been reported (via 13F filing form) to have a value of $39.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
50
shares
|
$9,717
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gladstone Capital Management LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
49
shares
|
$9,522
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
49
shares
|
$9,522
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
46
shares
|
$8,939
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
44
shares
|
$8,550
0.0% of portfolio
|
Q2 2023
Reduced 66.41%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
42
shares
|
$8,162
0.0% of portfolio
|
Q4 2024
Added 2000.0%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
41
shares
|
$7,967
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
40
shares
|
$7,773
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
40
shares
|
$7,773
0.0% of portfolio
|
Q3 2024
Added 60.0%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
40
shares
|
$7,773
0.0% of portfolio
|
Q1 2024
Reduced 46.67%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
39
shares
|
$7,579
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
38
shares
|
$7,384
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
37
shares
|
$7,190
0.0% of portfolio
|
Q4 2024
Added 60.87%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
34
shares
|
$6,607
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
33
shares
|
$6,413
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
31
shares
|
$6,024
0.0% of portfolio
|
Q1 2024
Added 24.0%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
31
shares
|
$6,024
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
30
shares
|
$5,830
0.0% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
30
shares
|
$5,830
0.0% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
28
shares
|
$5,441
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
28
shares
|
$5,441
0.0% of portfolio
|
Q2 2024
Reduced 96.92%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
28
shares
|
$5,441
0.0% of portfolio
|
Q4 2024
Added 64.71%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
27
shares
|
$5,247
0.0% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
26
shares
|
$5,052
0.0% of portfolio
|
Q1 2024
Added 4.0%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
25
shares
|
$4,858
0.0% of portfolio
|
Q1 2024
Reduced 98.68%
|