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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
28
shares
|
$5,601
0.0% of portfolio
|
Q2 2024
Reduced 96.92%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
25
shares
|
$5,001
0.0% of portfolio
|
Q1 2024
Reduced 98.68%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
21
shares
|
$4,201
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
20
shares
|
$4,001
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
17
shares
|
$3,400
0.0% of portfolio
|
Q3 2024
Reduced 78.75%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
12
shares
|
$2,400
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
11
shares
|
$2,200
0.0% of portfolio
|
Q1 2025
Added 83.33%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
11
shares
|
$2,200
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
7
shares
|
$1,400
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
7
shares
|
$1,400
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
7
shares
|
$1,400
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
7
shares
|
$1,400
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
6
shares
|
$1,200
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
6
shares
|
$1,200
0.0% of portfolio
|
Q1 2024
Added 20.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4
shares
|
$800
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
3
shares
|
$600
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1
shares
|
$200
0.0% of portfolio
|
Q1 2023
New holding
|