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 173 institutions that hold shares in the stock, with a total of 30.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
13,683
shares
|
$2.74 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
11,928
shares
|
$2.39 Million
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
10,874
shares
|
$2.18 Million
0.03% of portfolio
|
Q4 2023
Added 19.8%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,304
shares
|
$2.06 Million
0.02% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
9,628
shares
|
$1.93 Million
0.03% of portfolio
|
Q2 2025
Reduced 15.88%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
8,718
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2023
Added 7.42%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
8,701
shares
|
$1.74 Million
0.05% of portfolio
|
Q1 2025
Added 38.44%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
7,707
shares
|
$1.54 Million
0.1% of portfolio
|
Q3 2022
Reduced 37.82%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
7,613
shares
|
$1.52 Million
0.19% of portfolio
|
Q3 2022
Reduced 54.5%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,475
shares
|
$1.5 Million
0.05% of portfolio
|
Q3 2023
Added 195.45%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,397
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2024
Added 12.43%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
7,162
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
7,028
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2022
Added 10.12%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
6,448
shares
|
$1.29 Million
0.03% of portfolio
|
Q1 2025
Added 1796.47%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
6,000
shares
|
$1.2 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
5,851
shares
|
$1.17 Million
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
5,408
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 82.14%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
5,219
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2022
Added 30.83%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,007
shares
|
$1 Million
0.08% of portfolio
|
Q1 2025
Added 137.64%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
4,956
shares
|
$991,447
0.02% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
4,768
shares
|
$953,838
0.51% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,594
shares
|
$919,029
0.06% of portfolio
|
Q3 2022
Reduced 1.14%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
4,591
shares
|
$918,429
0.11% of portfolio
|
Q1 2023
Added 11.49%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
4,587
shares
|
$917,629
0.09% of portfolio
|
Q1 2025
Reduced 29.13%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
4,446
shares
|
$889,422
0.18% of portfolio
|
Q1 2025
Added 34.56%
|