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 |
|---|---|---|---|---|---|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
1,899
shares
|
$379,894
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
1,805
shares
|
$361,090
0.01% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,794
shares
|
$358,889
0.0% of portfolio
|
Q3 2024
Reduced 43.26%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,743
shares
|
$348,687
0.04% of portfolio
|
Q1 2024
Reduced 14.98%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
1,661
shares
|
$332,283
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
1,660
shares
|
$332,083
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,566
shares
|
$313,278
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,444
shares
|
$288,872
0.01% of portfolio
|
Q2 2020
Reduced 7.95%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
1,397
shares
|
$279,469
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
1,396
shares
|
$279,269
0.01% of portfolio
|
Q4 2022
Reduced 0.14%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,382
shares
|
$276,469
0.01% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,333
shares
|
$266,666
0.01% of portfolio
|
Q3 2023
Added 41.66%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
1,321
shares
|
$264,266
0.02% of portfolio
|
Q1 2025
Reduced 34.47%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,320
shares
|
$264,066
0.02% of portfolio
|
Q1 2025
Added 38.95%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,302
shares
|
$260,465
0.08% of portfolio
|
Q2 2023
Reduced 67.84%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,261
shares
|
$252,263
0.0% of portfolio
|
Q3 2022
Reduced 7.35%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,193
shares
|
$238,659
0.03% of portfolio
|
Q2 2022
Reduced 57.89%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,034
shares
|
$206,851
0.01% of portfolio
|
Q4 2023
Reduced 16.21%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,028
shares
|
$205,651
0.02% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
903
shares
|
$180,645
0.02% of portfolio
|
Q3 2023
Added 27.36%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
700
shares
|
$140,035
0.07% of portfolio
|
Q2 2023
Reduced 3.71%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
622
shares
|
$124,431
0.02% of portfolio
|
Q1 2022
Reduced 90.78%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
585
shares
|
$117,029
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
573
shares
|
$114,628
0.01% of portfolio
|
Q2 2023
Added 45.06%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
540
shares
|
$108,027
0.02% of portfolio
|
Q4 2022
New holding
|