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 173 institutions that hold shares in the stock, with a total of 30.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
4,245
shares
|
$849,212
0.41% of portfolio
|
Q3 2024
Reduced 91.7%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
4,005
shares
|
$801,200
0.2% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,932
shares
|
$786,596
0.03% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
3,891
shares
|
$778,394
0.09% of portfolio
|
Q1 2025
Reduced 46.95%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
3,803
shares
|
$760,790
0.3% of portfolio
|
Q2 2023
Reduced 31.4%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
3,665
shares
|
$733,183
0.55% of portfolio
|
Q3 2023
Added 28.37%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,655
shares
|
$731,182
0.09% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
3,643
shares
|
$728,782
0.33% of portfolio
|
Q1 2024
Added 4.99%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,570
shares
|
$714,178
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,345
shares
|
$669,167
0.09% of portfolio
|
Q2 2023
Reduced 0.24%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,218
shares
|
$643,760
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,201
shares
|
$640,360
0.0% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,861
shares
|
$572,343
0.02% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,844
shares
|
$568,942
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,702
shares
|
$540,535
0.01% of portfolio
|
Q1 2021
Reduced 2.33%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,668
shares
|
$533,733
0.02% of portfolio
|
Q2 2025
Added 44.69%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
2,520
shares
|
$504,126
0.17% of portfolio
|
Q3 2023
Added 0.8%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
2,233
shares
|
$446,711
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,225
shares
|
$445,111
0.02% of portfolio
|
Q3 2022
Reduced 8.55%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
2,160
shares
|
$432,108
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
2,000
shares
|
$400,100
0.12% of portfolio
|
Q4 2017
New holding
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,991
shares
|
$398,299
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,976
shares
|
$395,298
0.0% of portfolio
|
Q3 2024
Added 13.43%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,956
shares
|
$391,297
0.0% of portfolio
|
Q2 2024
Reduced 6.05%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,926
shares
|
$385,296
0.0% of portfolio
|
Q4 2021
Added 221.0%
|