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 $35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
2,902
shares
|
$504,599
0.02% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
2,900
shares
|
$504,252
0.07% of portfolio
|
Q2 2023
Added 11.59%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
2,893
shares
|
$503,034
0.02% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
2,890
shares
|
$502,513
0.04% of portfolio
|
Q3 2024
Reduced 53.11%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,882
shares
|
$501,122
0.0% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,861
shares
|
$497,470
0.02% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
2,844
shares
|
$494,514
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Birch Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,835
shares
|
$492,949
0.2% of portfolio
|
Q3 2024
Reduced 16.42%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
2,827
shares
|
$491,558
0.04% of portfolio
|
Q3 2024
Reduced 23.94%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
2,818
shares
|
$489,993
0.0% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2,804
shares
|
$487,559
0.03% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
2,800
shares
|
$486,864
0.02% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
2,800
shares
|
$486,864
0.06% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,774
shares
|
$482,343
0.01% of portfolio
|
Q3 2024
Added 47.63%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
2,762
shares
|
$480,256
0.13% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,750
shares
|
$478,170
0.0% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
2,735
shares
|
$475,561
0.03% of portfolio
|
Q1 2024
Reduced 4.4%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,710
shares
|
$471,214
0.01% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 12, 2024 Q3 2024 |
2,702
shares
|
$469,823
0.02% of portfolio
|
Q1 2024
Added 8.04%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,702
shares
|
$469,823
0.01% of portfolio
|
Q1 2021
Reduced 2.33%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
2,694
shares
|
$468,432
0.01% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
2,673
shares
|
$464,781
0.02% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
2,673
shares
|
$464,781
0.02% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,666
shares
|
$463,564
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,651
shares
|
$460,955
0.01% of portfolio
|
Q3 2024
Added 0.61%
|