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 |
|---|---|---|---|---|---|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
3,259
shares
|
$548,359
0.06% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,255
shares
|
$547,686
0.04% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,233
shares
|
$543,984
0.0% of portfolio
|
Q3 2024
Reduced 17.21%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
3,227
shares
|
$542,975
0.01% of portfolio
|
Q3 2024
Reduced 21.88%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,218
shares
|
$541,460
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
3,198
shares
|
$538,095
0.02% of portfolio
|
Q1 2024
Added 7.46%
|
|
|
Inlet Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
3,185
shares
|
$535,908
0.12% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
3,166
shares
|
$532,711
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
3,150
shares
|
$530,019
0.03% of portfolio
|
Q1 2024
Reduced 3.67%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
3,138
shares
|
$527,999
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
3,129
shares
|
$526,485
0.03% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
3,128
shares
|
$526,317
0.04% of portfolio
|
Q1 2023
Reduced 2.46%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
3,112
shares
|
$523,625
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
3,084
shares
|
$518,913
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 13, 2024 Q3 2024 |
3,070
shares
|
$516,558
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
3,063
shares
|
$515,380
0.0% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
3,052
shares
|
$513,529
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Nexus Investment Management Ulc
|
Oct 15, 2024 Q3 2024 |
3,043
shares
|
$512,015
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
3,040
shares
|
$511,510
0.15% of portfolio
|
Q3 2024
Added 15.77%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,023
shares
|
$508,649
0.24% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
2,956
shares
|
$497,376
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,953
shares
|
$496,871
0.05% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,936
shares
|
$494,011
0.0% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
2,930
shares
|
$493,001
0.01% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
2,910
shares
|
$489,636
0.0% of portfolio
|
Q3 2024
Added 25.22%
|