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 141 institutions that hold shares in the stock, with a total of 25.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
540
shares
|
$108,027
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
508
shares
|
$101,625
0.04% of portfolio
|
Q2 2022
Reduced 3.05%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
500
shares
|
$100,025
0.05% of portfolio
|
Q4 2020
Reduced 16.53%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
476
shares
|
$95,223
0.01% of portfolio
|
Q2 2023
Added 6.97%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
476
shares
|
$95,223
0.01% of portfolio
|
Q2 2023
Added 6.97%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
275
shares
|
$55,013
0.01% of portfolio
|
Q3 2023
Added 450.0%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
244
shares
|
$48,812
0.0% of portfolio
|
Q4 2024
Added 15.09%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
235
shares
|
$47,011
0.01% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
212
shares
|
$42,410
0.0% of portfolio
|
Q4 2023
Added 4.43%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
189
shares
|
$37,809
0.04% of portfolio
|
Q2 2023
Added 1.07%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
188
shares
|
$37,609
0.01% of portfolio
|
Q3 2023
Reduced 0.53%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
180
shares
|
$36,009
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
150
shares
|
$30,007
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
149
shares
|
$29,807
0.01% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
146
shares
|
$29,207
0.01% of portfolio
|
Q3 2023
Reduced 35.96%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
135
shares
|
$27,006
0.0% of portfolio
|
Q4 2020
Reduced 28.95%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
114
shares
|
$22,805
0.01% of portfolio
|
Q3 2023
Added 0.88%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
97
shares
|
$19,404
0.0% of portfolio
|
Q3 2023
Reduced 9.35%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
90
shares
|
$18,004
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
88
shares
|
$17,604
0.0% of portfolio
|
Q3 2023
Reduced 42.11%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
88
shares
|
$17,604
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
83
shares
|
$16,604
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
73
shares
|
$14,603
0.0% of portfolio
|
Q4 2023
Reduced 41.6%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
60
shares
|
$12,003
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
39
shares
|
$7,801
0.0% of portfolio
|
Q3 2020
New holding
|
|