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 |
|---|---|---|---|---|---|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
528
shares
|
$91,808
0.02% of portfolio
|
Q3 2022
Reduced 9.12%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
508
shares
|
$88,331
0.04% of portfolio
|
Q2 2022
Reduced 3.05%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
500
shares
|
$86,940
0.05% of portfolio
|
Q4 2020
Reduced 16.53%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
500
shares
|
$86,940
0.01% of portfolio
|
Q2 2024
Reduced 7.24%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
476
shares
|
$82,766
0.01% of portfolio
|
Q2 2023
Added 6.97%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
476
shares
|
$82,766
0.01% of portfolio
|
Q2 2023
Added 6.97%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
468
shares
|
$81,375
0.02% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
468
shares
|
$81,375
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
460
shares
|
$79,984
0.0% of portfolio
|
Q1 2023
Reduced 17.86%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
456
shares
|
$79,289
0.04% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
453
shares
|
$78,767
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
440
shares
|
$76,507
0.02% of portfolio
|
Q1 2020
Reduced 69.44%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
429
shares
|
$74,594
0.01% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
419
shares
|
$72,855
0.0% of portfolio
|
Q3 2024
Reduced 28.38%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
410
shares
|
$71,290
0.0% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
403
shares
|
$70,073
0.01% of portfolio
|
Q3 2023
Reduced 67.84%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
400
shares
|
$69,552
0.03% of portfolio
|
Q4 2017
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
400
shares
|
$69,552
0.03% of portfolio
|
Q3 2024
Reduced 12.09%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
392
shares
|
$68,160
0.02% of portfolio
|
Q3 2020
Reduced 6.22%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
386
shares
|
$67,117
0.0% of portfolio
|
Q3 2024
Added 53.78%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
378
shares
|
$65,726
0.0% of portfolio
|
Q3 2024
Added 63.64%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
377
shares
|
$65,552
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
371
shares
|
$64,509
0.0% of portfolio
|
Q1 2016
Reduced 86.52%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
366
shares
|
$63,640
0.0% of portfolio
|
Q2 2023
Added 34.7%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
355
shares
|
$61,727
0.04% of portfolio
|
Q3 2024
Reduced 3.53%
|