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 1,216 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 $40.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
1,256
shares
|
$252,569
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
1,250
shares
|
$251,362
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
1,250
shares
|
$251,362
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
1,237
shares
|
$248,748
0.0% of portfolio
|
Q4 2024
Reduced 60.58%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
1,236
shares
|
$248,547
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
1,210
shares
|
$243,318
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,205
shares
|
$242,313
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
1,203
shares
|
$241,911
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,193
shares
|
$239,900
0.03% of portfolio
|
Q2 2022
Reduced 57.89%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,170
shares
|
$235,275
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
1,168
shares
|
$234,873
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
1,164
shares
|
$234,068
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
1,161
shares
|
$233,465
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
1,150
shares
|
$231,253
0.01% of portfolio
|
Q3 2023
Reduced 11.54%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
1,146
shares
|
$230,449
0.01% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
1,142
shares
|
$229,644
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,134
shares
|
$228,036
0.01% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,128
shares
|
$226,829
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
1,087
shares
|
$218,584
0.06% of portfolio
|
Q2 2024
Reduced 17.02%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
1,087
shares
|
$218,584
0.01% of portfolio
|
Q3 2024
Reduced 27.58%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,054
shares
|
$211,948
0.0% of portfolio
|
Q3 2024
Reduced 82.85%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,048
shares
|
$210,742
0.01% of portfolio
|
Q3 2024
Reduced 55.71%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,047
shares
|
$210,541
0.02% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,034
shares
|
$207,927
0.01% of portfolio
|
Q4 2023
Reduced 16.21%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,028
shares
|
$206,720
0.02% of portfolio
|
Q2 2024
Reduced 1.63%
|