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 |
|---|---|---|---|---|---|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
2,443
shares
|
$411,059
0.13% of portfolio
|
Q4 2023
Reduced 1.13%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,430
shares
|
$408,871
0.02% of portfolio
|
Q3 2024
Reduced 86.36%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
2,412
shares
|
$405,843
0.02% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
2,384
shares
|
$401,131
0.04% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
2,374
shares
|
$399,449
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
2,352
shares
|
$395,747
0.02% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
2,347
shares
|
$394,906
0.01% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
2,346
shares
|
$394,737
0.04% of portfolio
|
Q1 2024
Reduced 11.34%
|
|
|
Pettee Investors, Inc.
|
Nov 05, 2024 Q3 2024 |
2,320
shares
|
$390,363
0.16% of portfolio
|
Q2 2024
Reduced 34.09%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
2,295
shares
|
$386,156
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
2,286
shares
|
$384,642
0.05% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
2,261
shares
|
$380,435
0.01% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
2,256
shares
|
$379,594
0.01% of portfolio
|
Q3 2024
Added 37.31%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
2,248
shares
|
$378,248
0.01% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
2,240
shares
|
$376,902
0.04% of portfolio
|
Q3 2024
Added 14.11%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
2,233
shares
|
$375,724
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,232
shares
|
$375,556
0.01% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
2,228
shares
|
$374,883
0.09% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,225
shares
|
$374,378
0.02% of portfolio
|
Q3 2022
Reduced 8.55%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
2,204
shares
|
$370,845
0.0% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,193
shares
|
$368,994
0.02% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
2,168
shares
|
$364,787
0.05% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
2,164
shares
|
$364,114
0.07% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
2,160
shares
|
$363,441
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
2,159
shares
|
$363,273
0.01% of portfolio
|
Q3 2024
Added 4.2%
|