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 1,296 institutions that hold shares in the stock, with a total of 202 Million shares, which have been reported (via 13F filing form) to have a value of $36.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
1,967
shares
|
$339,641
0.01% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Commerzbank Aktiengesellschaft
|
Feb 06, 2025 Q4 2024 |
1,966
shares
|
$339,469
0.01% of portfolio
|
Q4 2024
Added 16.61%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,963
shares
|
$338,951
0.01% of portfolio
|
Q4 2024
Reduced 24.79%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,956
shares
|
$337,742
0.0% of portfolio
|
Q2 2024
Reduced 6.05%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
1,949
shares
|
$336,533
0.02% of portfolio
|
Q3 2024
Added 458.45%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,943
shares
|
$335,497
0.01% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
1,940
shares
|
$334,979
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
1,930
shares
|
$333,253
0.05% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,926
shares
|
$332,562
0.0% of portfolio
|
Q4 2021
Added 221.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,924
shares
|
$332,217
0.03% of portfolio
|
Q4 2024
Added 27.25%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Feb 11, 2025 Q4 2024 |
1,920
shares
|
$331,526
0.17% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
1,919
shares
|
$331,353
0.01% of portfolio
|
Q3 2024
Reduced 26.59%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,914
shares
|
$330,490
0.03% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
1,907
shares
|
$329,281
0.09% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
1,899
shares
|
$327,900
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
1,892
shares
|
$326,691
0.12% of portfolio
|
Q3 2024
Reduced 49.97%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
1,883
shares
|
$325,137
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
1,878
shares
|
$324,274
0.11% of portfolio
|
Q3 2024
Added 11.19%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
1,874
shares
|
$323,583
0.03% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
1,861
shares
|
$321,338
0.02% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
1,855
shares
|
$320,302
0.05% of portfolio
|
Q4 2024
Reduced 41.41%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
1,848
shares
|
$319,094
0.04% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
1,833
shares
|
$316,504
0.1% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
1,827
shares
|
$315,468
0.03% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
1,825
shares
|
$315,122
0.03% of portfolio
|
Q2 2024
Reduced 2.46%
|