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 1,172 institutions that hold shares in the stock, with a total of 201 Million shares, which have been reported (via 13F filing form) to have a value of $33.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust Investment Advisors
|
Nov 12, 2024 Q3 2024 |
11,630
shares
|
$1.96 Million
1.07% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
11,599
shares
|
$1.95 Million
1.52% of portfolio
|
Q3 2024
Reduced 31.45%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
11,484
shares
|
$1.93 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
11,413
shares
|
$1.92 Million
0.02% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 13, 2024 Q3 2024 |
11,196
shares
|
$1.88 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
11,158
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
11,082
shares
|
$1.86 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
11,065
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
10,924
shares
|
$1.84 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
10,874
shares
|
$1.83 Million
0.03% of portfolio
|
Q4 2023
Added 19.8%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
10,783
shares
|
$1.81 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
10,703
shares
|
$1.8 Million
0.02% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
10,376
shares
|
$1.75 Million
0.03% of portfolio
|
Q3 2024
Added 16.75%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
10,271
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
10,249
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2024
Added 465.31%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
10,213
shares
|
$1.72 Million
0.31% of portfolio
|
Q2 2024
Added 2.86%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
10,108
shares
|
$1.7 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
10,080
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Added 17.06%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
10,029
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
9,968
shares
|
$1.68 Million
0.04% of portfolio
|
Q3 2024
Added 11.77%
|
|
|
Water Island Capital LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,890
shares
|
$1.66 Million
0.15% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
9,841
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 23, 2024 Q3 2024 |
9,826
shares
|
$1.65 Million
0.28% of portfolio
|
Q2 2024
Reduced 7.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
9,820
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
9,820
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2024
Added 23.13%
|