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 |
---|---|---|---|---|---|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
2,651
shares
|
$446,057
0.01% of portfolio
|
Q2 2024
Added 35.26%
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
2,639
shares
|
$444,038
0.08% of portfolio
|
Q3 2024
Added 31.1%
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
2,636
shares
|
$443,533
0.02% of portfolio
|
Q3 2024
New holding
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
2,625
shares
|
$441,682
0.09% of portfolio
|
Q3 2024
Added 0.27%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,610
shares
|
$439,158
0.01% of portfolio
|
Q3 2024
Added 12.5%
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
2,603
shares
|
$437,980
0.06% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
2,598
shares
|
$437,139
0.01% of portfolio
|
Q3 2024
Added 0.74%
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,591
shares
|
$435,961
0.0% of portfolio
|
Q3 2024
Added 2.74%
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
2,580
shares
|
$434,110
0.11% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,568
shares
|
$432,091
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 13, 2024 Q4 2019 |
2,563
shares
|
$431,250
0.1% of portfolio
|
Q4 2019
New holding
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
2,551
shares
|
$429,231
0.01% of portfolio
|
Q3 2024
New holding
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
2,548
shares
|
$428,726
0.04% of portfolio
|
Q3 2024
Added 55.84%
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
2,547
shares
|
$428,558
0.01% of portfolio
|
Q3 2021
New holding
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
2,543
shares
|
$427,885
0.01% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
2,540
shares
|
$427,380
0.04% of portfolio
|
Q3 2024
Reduced 13.96%
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,540
shares
|
$427,380
0.01% of portfolio
|
Q3 2023
Reduced 0.78%
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
2,535
shares
|
$426,539
0.17% of portfolio
|
Q2 2024
Added 0.12%
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
2,531
shares
|
$425,866
0.02% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
2,520
shares
|
$424,015
0.39% of portfolio
|
Q1 2023
Reduced 13.25%
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
2,520
shares
|
$424,015
0.13% of portfolio
|
Q3 2023
Added 0.8%
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
2,504
shares
|
$421,323
0.06% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
2,487
shares
|
$418,462
0.0% of portfolio
|
Q3 2024
Added 2.68%
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,487
shares
|
$418,462
0.04% of portfolio
|
Q3 2024
New holding
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
2,480
shares
|
$417,284
0.07% of portfolio
|
Q3 2024
Reduced 5.6%
|