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 |
|---|---|---|---|---|---|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
5,467
shares
|
$919,877
0.05% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,413
shares
|
$910,791
0.02% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
5,280
shares
|
$888,412
0.01% of portfolio
|
Q3 2024
Reduced 56.26%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
5,247
shares
|
$882,860
0.03% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,242
shares
|
$882,018
0.01% of portfolio
|
Q3 2024
Added 16.41%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
5,219
shares
|
$878,148
0.04% of portfolio
|
Q3 2022
Added 30.83%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
5,205
shares
|
$875,793
0.05% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Nov 15, 2024 Q3 2024 |
5,161
shares
|
$868,389
0.04% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Oak Thistle LLC
|
Nov 12, 2024 Q3 2024 |
5,132
shares
|
$863,510
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,117
shares
|
$860,986
0.01% of portfolio
|
Q3 2024
Added 48.62%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,110
shares
|
$859,808
0.15% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,105
shares
|
$858,967
0.09% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
5,044
shares
|
$848,703
0.03% of portfolio
|
Q3 2024
Reduced 42.16%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
5,007
shares
|
$842,477
0.02% of portfolio
|
Q3 2024
Added 74.34%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
5,007
shares
|
$842,477
0.17% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
5,003
shares
|
$841,804
0.1% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
5,000
shares
|
$841,300
0.02% of portfolio
|
Q3 2024
Added 16.28%
|
|
|
Harvest Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$841,300
0.36% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Arga Investment Management, LP
|
Nov 14, 2024 Q3 2024 |
4,972
shares
|
$836,588
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
4,904
shares
|
$825,147
0.01% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
4,887
shares
|
$822,286
0.06% of portfolio
|
Q3 2024
Reduced 31.29%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
4,864
shares
|
$818,416
0.01% of portfolio
|
Q3 2024
Reduced 76.83%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
4,814
shares
|
$810,003
0.35% of portfolio
|
Q3 2024
Added 92.02%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
4,808
shares
|
$808,994
0.0% of portfolio
|
Q3 2024
Added 22.59%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
4,769
shares
|
$802,431
0.01% of portfolio
|
Q3 2024
Added 4.47%
|