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 1,169 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 $36.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
40
shares
|
$7,171
0.0% of portfolio
|
Q1 2024
Reduced 46.67%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
39
shares
|
$6,992
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
38
shares
|
$6,813
0.0% of portfolio
|
Q4 2023
Reduced 41.54%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
38
shares
|
$6,813
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
38
shares
|
$6,813
0.0% of portfolio
|
Q4 2023
Added 40.74%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
33
shares
|
$5,916
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
31
shares
|
$5,557
0.0% of portfolio
|
Q1 2024
Added 24.0%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
30
shares
|
$5,378
0.0% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
28
shares
|
$5,020
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
28
shares
|
$5,020
0.0% of portfolio
|
Q2 2024
Reduced 96.92%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
26
shares
|
$4,661
0.0% of portfolio
|
Q1 2024
Added 4.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
26
shares
|
$4,661
0.0% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
25
shares
|
$4,482
0.0% of portfolio
|
Q1 2024
Reduced 98.68%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
25
shares
|
$4,482
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
23
shares
|
$4,123
0.0% of portfolio
|
Q2 2024
Added 4.55%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
21
shares
|
$3,765
0.0% of portfolio
|
Q4 2022
Reduced 87.27%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
20
shares
|
$3,585
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
18
shares
|
$3,227
0.0% of portfolio
|
Q2 2021
Reduced 76.92%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
17
shares
|
$3,047
0.0% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
17
shares
|
$3,047
0.0% of portfolio
|
Q3 2024
Reduced 78.75%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
15
shares
|
$2,689
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
14
shares
|
$2,510
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
11
shares
|
$1,972
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
11
shares
|
$1,972
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
10
shares
|
$1,792
0.0% of portfolio
|
Q2 2024
New holding
|