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 173 institutions that hold shares in the stock, with a total of 30.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
54,653
shares
|
$10.9 Million
2.94% of portfolio
|
Q2 2022
Reduced 8.95%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
49,668
shares
|
$9.94 Million
0.01% of portfolio
|
Q3 2023
Added 22.01%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
46,594
shares
|
$9.32 Million
0.55% of portfolio
|
Q2 2023
Added 2.93%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
45,154
shares
|
$9.03 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
42,678
shares
|
$8.54 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
37,487
shares
|
$7.5 Million
0.02% of portfolio
|
Q2 2023
Reduced 41.08%
|
|
|
Hst Ventures, LLC
|
Nov 14, 2024 Q3 2024 |
36,117
shares
|
$7.23 Million
1.43% of portfolio
|
Q3 2024
Reduced 76.59%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
33,856
shares
|
$6.77 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.83%
|
|
|
Smith, Graham & Co., Investment Advisors, LP
|
Jan 29, 2024 Q4 2023 |
32,431
shares
|
$6.49 Million
0.42% of portfolio
|
Q4 2023
Reduced 9.25%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
29,300
shares
|
$5.86 Million
0.08% of portfolio
|
Q3 2022
Reduced 10.21%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
27,135
shares
|
$5.43 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
26,719
shares
|
$5.35 Million
0.04% of portfolio
|
Q3 2024
Added 40.57%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
25,503
shares
|
$5.1 Million
0.03% of portfolio
|
Q3 2023
Added 1.27%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
23,443
shares
|
$4.69 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
22,950
shares
|
$4.59 Million
0.02% of portfolio
|
Q3 2024
Added 33.18%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
22,919
shares
|
$4.58 Million
0.15% of portfolio
|
Q2 2022
Reduced 8.37%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
22,907
shares
|
$4.58 Million
0.22% of portfolio
|
Q4 2022
Reduced 0.9%
|
|
|
Phase 2 Partners, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
22,285
shares
|
$4.46 Million
3.33% of portfolio
|
Q4 2024
Reduced 51.42%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
21,401
shares
|
$4.28 Million
0.08% of portfolio
|
Q3 2023
Reduced 6.13%
|
|
|
Blue Mar Capital Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
20,750
shares
|
$4.15 Million
5.97% of portfolio
|
Q2 2024
Reduced 11.34%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
20,098
shares
|
$4.02 Million
0.09% of portfolio
|
Q1 2025
Reduced 15.54%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
19,800
shares
|
$3.96 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
17,839
shares
|
$3.57 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Community Capital Management, LLC
|
Oct 23, 2023 Q3 2023 |
16,800
shares
|
$3.36 Million
2.38% of portfolio
|
Q3 2023
Added 3.07%
|
|
|
Cibra Capital LTD
London, X0 |
Apr 28, 2025 Q1 2025 |
16,658
shares
|
$3.33 Million
0.97% of portfolio
|
Q1 2025
Reduced 40.56%
|