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 |
|---|---|---|---|---|---|
|
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
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
153
shares
|
$30,607
0.01% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
150
shares
|
$30,007
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
150
shares
|
$30,007
0.02% of portfolio
|
Q2 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%
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
100
shares
|
$20,005
0.0% of portfolio
|
Q3 2024
Reduced 83.11%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
99
shares
|
$19,804
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
97
shares
|
$19,404
0.0% of portfolio
|
Q3 2023
Reduced 9.35%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
95
shares
|
$19,004
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
90
shares
|
$18,004
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
88
shares
|
$17,604
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
88
shares
|
$17,604
0.0% of portfolio
|
Q3 2023
Reduced 42.11%
|
|
|
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
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
50
shares
|
$10,002
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
39
shares
|
$7,801
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
33
shares
|
$6,601
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
31
shares
|
$6,201
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
28
shares
|
$5,601
0.0% of portfolio
|
Q1 2025
Added 154.55%
|