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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
2,022
shares
|
$351,585
0.0% of portfolio
|
Q3 2024
Added 16.74%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
2,016
shares
|
$350,542
0.02% of portfolio
|
Q4 2023
Reduced 19.13%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,015
shares
|
$350,368
0.02% of portfolio
|
Q3 2024
Reduced 11.89%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
2,002
shares
|
$348,107
0.02% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,000
shares
|
$347,760
0.12% of portfolio
|
Q4 2017
New holding
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
1,996
shares
|
$347,064
0.0% of portfolio
|
Q3 2024
Reduced 13.63%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
1,992
shares
|
$346,368
0.01% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,991
shares
|
$346,195
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
1,980
shares
|
$344,282
0.02% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
1,978
shares
|
$343,934
0.01% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
1,978
shares
|
$343,934
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,976
shares
|
$343,586
0.0% of portfolio
|
Q3 2024
Added 13.43%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,971
shares
|
$342,717
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
1,968
shares
|
$342,195
0.02% of portfolio
|
Q2 2024
Reduced 2.48%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,956
shares
|
$340,109
0.0% of portfolio
|
Q2 2024
Reduced 6.05%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,954
shares
|
$339,761
0.03% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
1,949
shares
|
$338,892
0.02% of portfolio
|
Q3 2024
Added 458.45%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Oct 08, 2024 Q3 2024 |
1,940
shares
|
$337,327
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
1,938
shares
|
$336,979
0.14% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
1,927
shares
|
$335,066
0.02% of portfolio
|
Q3 2024
Added 22.97%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,926
shares
|
$334,892
0.0% of portfolio
|
Q4 2021
Added 221.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,922
shares
|
$334,197
0.01% of portfolio
|
Q3 2024
Added 20.05%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
1,920
shares
|
$333,849
0.15% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
1,919
shares
|
$333,675
0.01% of portfolio
|
Q3 2024
Reduced 26.59%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
1,917
shares
|
$333,327
0.12% of portfolio
|
Q3 2024
New holding
|