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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,261
shares
|
$219,262
0.0% of portfolio
|
Q3 2022
Reduced 7.35%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,234
shares
|
$214,567
0.0% of portfolio
|
Q3 2024
Added 115.73%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,193
shares
|
$207,438
0.03% of portfolio
|
Q2 2022
Reduced 57.89%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
1,175
shares
|
$204,309
0.0% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
1,164
shares
|
$202,396
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
1,150
shares
|
$199,962
0.01% of portfolio
|
Q3 2023
Reduced 11.54%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
1,146
shares
|
$199,266
0.02% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
1,142
shares
|
$198,570
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,134
shares
|
$197,179
0.01% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,128
shares
|
$196,136
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
1,087
shares
|
$189,007
0.06% of portfolio
|
Q2 2024
Reduced 17.02%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
1,087
shares
|
$189,007
0.01% of portfolio
|
Q3 2024
Reduced 27.58%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,054
shares
|
$183,269
0.0% of portfolio
|
Q3 2024
Reduced 82.85%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,048
shares
|
$182,226
0.01% of portfolio
|
Q3 2024
Reduced 55.71%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,047
shares
|
$182,052
0.02% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
1,038
shares
|
$180,487
0.02% of portfolio
|
Q1 2024
Added 48.29%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
1,035
shares
|
$179,965
0.06% of portfolio
|
Q3 2024
Added 37.45%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,034
shares
|
$179,791
0.01% of portfolio
|
Q4 2023
Reduced 16.21%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,028
shares
|
$178,748
0.02% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
982
shares
|
$170,750
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
940
shares
|
$163,447
0.01% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
905
shares
|
$157,361
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
903
shares
|
$157,013
0.02% of portfolio
|
Q3 2023
Added 27.36%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
869
shares
|
$151,101
0.03% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
822
shares
|
$142,929
0.03% of portfolio
|
Q3 2024
Added 38.62%
|