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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
1,821
shares
|
$314,432
0.01% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,818
shares
|
$313,914
0.01% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,809
shares
|
$312,360
0.0% of portfolio
|
Q2 2024
Reduced 6.07%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
1,808
shares
|
$312,187
0.01% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,794
shares
|
$309,769
0.0% of portfolio
|
Q3 2024
Reduced 43.26%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
1,791
shares
|
$309,251
0.02% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,777
shares
|
$306,834
0.02% of portfolio
|
Q4 2024
Reduced 90.43%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
1,759
shares
|
$303,726
0.06% of portfolio
|
Q4 2024
Reduced 29.07%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
1,752
shares
|
$302,517
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,743
shares
|
$300,963
0.04% of portfolio
|
Q1 2024
Reduced 14.98%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
1,740
shares
|
$300,445
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
1,731
shares
|
$298,891
0.02% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
1,724
shares
|
$297,683
0.02% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
1,723
shares
|
$297,510
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
1,720
shares
|
$296,992
0.06% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
1,719
shares
|
$296,819
0.04% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
1,716
shares
|
$296,301
0.0% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,704
shares
|
$294,229
0.01% of portfolio
|
Q4 2024
Reduced 17.68%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,687
shares
|
$291,294
0.01% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
1,673
shares
|
$288,876
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
1,668
shares
|
$288,013
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
1,661
shares
|
$286,804
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
1,661
shares
|
$286,804
0.08% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Feb 18, 2025 Q4 2024 |
1,660
shares
|
$286,632
0.35% of portfolio
|
Q4 2024
Reduced 18.91%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
1,659
shares
|
$286,459
0.04% of portfolio
|
Q4 2024
Added 0.3%
|