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 433 institutions that hold shares in the stock, with a total of 84 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beck Mack & Oliver LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,500
shares
|
$500,125
0.01% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
2,381
shares
|
$476,319
0.05% of portfolio
|
Q1 2025
Added 16.26%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
2,233
shares
|
$446,711
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,225
shares
|
$445,111
0.02% of portfolio
|
Q3 2022
Reduced 8.55%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
2,160
shares
|
$432,108
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
2,139
shares
|
$427,906
0.02% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
2,130
shares
|
$426,106
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
2,023
shares
|
$404,701
0.01% of portfolio
|
Q1 2024
Reduced 5.33%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,000
shares
|
$400,100
0.12% of portfolio
|
Q4 2017
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,000
shares
|
$400,100
0.03% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
May 15, 2025 Q1 2025 |
2,000
shares
|
$400,100
0.42% of portfolio
|
Q1 2025
Added 20.48%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,991
shares
|
$398,299
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,976
shares
|
$395,298
0.0% of portfolio
|
Q3 2024
Added 13.43%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,956
shares
|
$391,297
0.0% of portfolio
|
Q2 2024
Reduced 6.05%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,926
shares
|
$385,296
0.0% of portfolio
|
Q4 2021
Added 221.0%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
1,899
shares
|
$379,894
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
1,846
shares
|
$369,292
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
1,805
shares
|
$361,090
0.01% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,794
shares
|
$358,889
0.0% of portfolio
|
Q3 2024
Reduced 43.26%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,743
shares
|
$348,687
0.04% of portfolio
|
Q1 2024
Reduced 14.98%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
1,740
shares
|
$348,087
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,722
shares
|
$344,486
0.11% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,707
shares
|
$341,485
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
1,661
shares
|
$332,283
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
1,660
shares
|
$332,083
0.06% of portfolio
|
Q1 2025
New holding
|