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 186 institutions that hold shares in the stock, with a total of 30.4 Million shares, which have been reported (via 13F filing form) to have a value of $6.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
508
shares
|
$101,625
0.04% of portfolio
|
Q2 2022
Reduced 3.05%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
500
shares
|
$100,025
0.05% of portfolio
|
Q4 2020
Reduced 16.53%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
476
shares
|
$95,223
0.01% of portfolio
|
Q2 2023
Added 6.97%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
476
shares
|
$95,223
0.01% of portfolio
|
Q2 2023
Added 6.97%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
406
shares
|
$81,220
0.01% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
371
shares
|
$74,218
0.01% of portfolio
|
Q1 2016
Reduced 86.52%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
317
shares
|
$63,415
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
315
shares
|
$63,015
0.01% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
275
shares
|
$55,013
0.01% of portfolio
|
Q3 2023
Added 450.0%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
244
shares
|
$48,812
0.0% of portfolio
|
Q4 2024
Added 15.09%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
235
shares
|
$47,011
0.01% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
212
shares
|
$42,410
0.0% of portfolio
|
Q4 2023
Added 4.43%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
189
shares
|
$37,809
0.04% of portfolio
|
Q2 2023
Added 1.07%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
188
shares
|
$37,609
0.01% of portfolio
|
Q3 2023
Reduced 0.53%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
180
shares
|
$36,009
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
153
shares
|
$30,607
0.01% of portfolio
|
Q1 2025
Reduced 1.92%
|