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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,570
shares
|
$600,688
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2024 Q3 2024 |
3,563
shares
|
$599,510
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Schubert & CO
|
Oct 18, 2024 Q3 2024 |
3,560
shares
|
$599,005
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
3,558
shares
|
$598,669
0.03% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
3,551
shares
|
$597,491
0.01% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
3,526
shares
|
$593,284
0.04% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
3,501
shares
|
$589,078
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
3,490
shares
|
$587,227
0.12% of portfolio
|
Q3 2024
Added 22.2%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,489
shares
|
$587,059
0.05% of portfolio
|
Q3 2024
Added 69.45%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
3,486
shares
|
$586,554
0.03% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
3,470
shares
|
$583,862
0.05% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,466
shares
|
$583,189
0.03% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 04, 2024 Q3 2024 |
3,450
shares
|
$580,497
0.45% of portfolio
|
Q3 2024
Reduced 10.39%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
3,440
shares
|
$578,814
0.07% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
3,423
shares
|
$575,953
0.18% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
3,406
shares
|
$573,093
0.01% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
3,396
shares
|
$571,410
0.08% of portfolio
|
Q3 2024
Added 49.14%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,349
shares
|
$563,502
0.07% of portfolio
|
Q2 2024
Reduced 17.19%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
3,349
shares
|
$563,502
0.01% of portfolio
|
Q3 2024
Reduced 76.1%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,345
shares
|
$562,829
0.09% of portfolio
|
Q2 2023
Reduced 0.24%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
3,330
shares
|
$560,305
0.02% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Oct 15, 2024 Q3 2024 |
3,320
shares
|
$558,623
0.26% of portfolio
|
Q2 2023
New holding
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
3,288
shares
|
$553,238
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
3,288
shares
|
$553,238
0.15% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
3,284
shares
|
$552,565
0.01% of portfolio
|
Q3 2024
Added 0.03%
|