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 |
|---|---|---|---|---|---|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
1,915
shares
|
$332,980
0.02% of portfolio
|
Q3 2024
Added 18.94%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,908
shares
|
$331,763
0.01% of portfolio
|
Q4 2023
Reduced 0.21%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
1,905
shares
|
$331,241
0.08% of portfolio
|
Q1 2024
Reduced 1.55%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
1,900
shares
|
$330,372
0.01% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
1,899
shares
|
$330,198
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
1,892
shares
|
$328,980
0.1% of portfolio
|
Q3 2024
Reduced 49.97%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
1,883
shares
|
$327,416
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
1,878
shares
|
$326,546
0.08% of portfolio
|
Q3 2024
Added 11.19%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
1,833
shares
|
$318,722
0.01% of portfolio
|
Q1 2024
Reduced 42.52%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
1,825
shares
|
$317,331
0.02% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
1,817
shares
|
$315,939
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
1,815
shares
|
$315,592
0.04% of portfolio
|
Q2 2024
Added 25.43%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
1,813
shares
|
$315,244
0.02% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
1,809
shares
|
$314,548
0.0% of portfolio
|
Q2 2024
Reduced 6.07%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
1,808
shares
|
$314,375
0.01% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
1,806
shares
|
$314,027
0.08% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,794
shares
|
$311,940
0.0% of portfolio
|
Q3 2024
Reduced 43.26%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
1,790
shares
|
$311,245
0.02% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,788
shares
|
$310,897
0.01% of portfolio
|
Q2 2024
Reduced 7.64%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
1,778
shares
|
$309,158
0.0% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
1,776
shares
|
$308,810
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
1,774
shares
|
$308,463
0.03% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
1,764
shares
|
$306,724
0.01% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
44 Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
1,756
shares
|
$305,333
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,754
shares
|
$304,985
0.02% of portfolio
|
Q3 2024
Reduced 8.36%
|