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 $35.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
82
shares
|
$14,258
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
81
shares
|
$14,084
0.0% of portfolio
|
Q2 2024
Added 35.0%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
76
shares
|
$13,214
0.0% of portfolio
|
Q3 2024
Reduced 28.97%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
75
shares
|
$13,041
0.01% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
75
shares
|
$13,041
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
74
shares
|
$12,867
0.0% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
73
shares
|
$12,693
0.0% of portfolio
|
Q4 2023
Reduced 41.6%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
69
shares
|
$11,997
0.0% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
67
shares
|
$11,649
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
66
shares
|
$11,476
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
65
shares
|
$11,302
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
60
shares
|
$10,432
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
57
shares
|
$9,911
0.0% of portfolio
|
Q1 2023
Reduced 41.84%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
56
shares
|
$9,737
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
54
shares
|
$9,389
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
53
shares
|
$9,215
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
53
shares
|
$9,215
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
53
shares
|
$9,215
0.0% of portfolio
|
Q3 2024
Added 17.78%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
50
shares
|
$8,694
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
50
shares
|
$8,694
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gladstone Capital Management LLP
London, X0 |
Nov 13, 2024 Q3 2024 |
49
shares
|
$8,520
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
49
shares
|
$8,520
0.0% of portfolio
|
Q3 2023
Reduced 85.88%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
48
shares
|
$8,346
0.0% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
46
shares
|
$7,998
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
44
shares
|
$7,650
0.0% of portfolio
|
Q2 2023
Reduced 66.41%
|