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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
6,158
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
6,150
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
6,101
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
6,041
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
6,028
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
6,018
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
6,000
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Oct 23, 2024 Q3 2024 |
5,966
shares
|
$1 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.37%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
5,918
shares
|
$995,762
0.06% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
5,856
shares
|
$985,330
0.11% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
5,851
shares
|
$984,489
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
5,845
shares
|
$983,479
0.17% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
5,838
shares
|
$982,301
0.02% of portfolio
|
Q3 2024
Reduced 44.89%
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2024 Q3 2024 |
5,815
shares
|
$978,431
0.0% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,789
shares
|
$974,057
0.04% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Everence Capital Management Inc
|
Oct 21, 2024 Q3 2024 |
5,770
shares
|
$970,860
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
5,762
shares
|
$969,514
0.0% of portfolio
|
Q3 2024
Added 17.42%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
5,759
shares
|
$969,009
0.14% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
5,731
shares
|
$964,298
0.09% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
5,705
shares
|
$959,923
0.05% of portfolio
|
Q3 2024
Reduced 18.02%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
5,645
shares
|
$949,827
0.26% of portfolio
|
Q1 2023
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
5,622
shares
|
$945,957
0.17% of portfolio
|
Q3 2024
Added 491.79%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
5,560
shares
|
$935,525
0.33% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
5,509
shares
|
$926,944
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,492
shares
|
$924,083
0.01% of portfolio
|
Q3 2024
Added 10.53%
|