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Discover Financial Services (DFS) Institutional Ownership

Discover Financial Services logo
$159.16 +2.12 (+1.35%)
As of 04/14/2025 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Discover Financial Services (NYSE:DFS)

Current
Institutional Ownership
Percentage
86.94%
Number of
Institutional Buyers
(last 12 months)
628
Total
Institutional Inflows
(last 12 months)
$4.26B
Number of
Institutional Sellers
(last 12 months)
480
Total
Institutional Outflows
(last 12 months)
$4.97B
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DFS Institutional Buying and Selling by Quarter

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Discover Financial Services Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Yousif Capital Management LLC36,798$6.28M0.1%-1.4%0.015%
4/14/2025Pallas Capital Advisors LLC1,306$223K0.0%N/A0.001%
4/14/2025Farther Finance Advisors LLC4,010$684K0.0%+59.4%0.002%
4/14/2025CHICAGO TRUST Co NA3,089$527K0.1%+5.4%0.001%
4/14/2025Capital Investment Advisors LLC3,602$615K0.0%+113.5%0.001%
4/14/2025Park Avenue Securities LLC37,262$6.36M0.1%-33.7%0.015%
4/14/2025OLD National Bancorp IN2,476$423K0.0%-30.9%0.001%
4/14/2025Miracle Mile Advisors LLC2,799$478K0.0%+2.3%0.001%
4/14/2025Charter Oak Capital Management LLC1,334$228K0.0%N/A0.001%
4/14/2025Wedmont Private Capital2,871$451K0.0%+2.5%0.001%
4/11/2025 CMC Financial Group1,553$265K0.6%+18.8%0.001%
4/11/2025 Gateway Investment Advisers LLC213,217$36.40M0.4%+0.2%0.085%
4/11/2025 Independence Bank of Kentucky4,925$841K0.1%-12.4%0.002%
4/11/2025 SeaCrest Wealth Management LLC2,763$472K0.1%-2.3%0.001%
4/11/2025 E. Ohman J or Asset Management AB11,130$1.90M0.1%-5.1%0.004%
4/10/2025 Diligent Investors LLC6,257$1.07M0.3%-1.5%0.002%
4/10/2025 Sendero Wealth Management LLC3,308$565K0.1%+16.4%0.001%
4/9/2025 Sentry Investment Management LLC720$123K0.1%-23.0%0.000%
4/9/2025 RFG Advisory LLC2,822$482K0.0%-31.4%0.001%
4/9/2025 Capital Asset Advisory Services LLC2,592$456K0.0%-2.8%0.001%
4/9/2025 Fulton Bank N.A.4,891$835K0.0%-24.5%0.002%
4/9/2025 Merit Financial Group LLC2,986$510K0.0%+133.8%0.001%
4/9/2025 Eldred Rock Partners LLC88,494$14.71M4.5%+10.2%0.035%
4/9/2025 NBC Securities Inc.1,142$194K0.0%+114,100.0%0.000%
4/9/2025 Fiduciary Alliance LLC2,845$486K0.0%-2.6%0.001%
4/9/2025 Czech National Bank57,650$9.84M0.1%+5.9%0.023%
4/8/2025 Rhumbline Advisers532,949$90.97M0.1%+4.9%0.212%
4/8/2025 Fifth Third Wealth Advisors LLC6,787$1.16M0.1%+119.4%0.003%
4/8/2025 J2 Capital Management Inc2,155$368K0.3%N/A0.001%
4/8/2025 Stolper Co50,756$8.66M2.8%-2.0%0.020%
4/8/2025 Rothschild Investment LLC2,923$499K0.0%+3.9%0.001%
4/8/2025 Parallel Advisors LLC7,175$1.23M0.0%+4.1%0.003%
4/7/2025 GAMMA Investing LLC784,366$133.89M0.0%+16,786.2%0.312%
4/4/2025 Quent Capital LLC1,989$339K0.0%+35.1%0.001%
4/4/2025 Sage Capital Advisors llc26,447$4.52M1.2%N/A0.011%
4/3/2025 Versant Capital Management Inc1,597$273K0.0%+23.8%0.001%
4/3/2025 First Hawaiian Bank10,884$1.86M0.1%-10.6%0.004%
4/1/2025 MassMutual Private Wealth & Trust FSB864$147K0.0%-24.6%0.000%
3/24/2025Mascagni Wealth Management Inc.237$41K0.0%N/A0.000%
3/18/2025CIBRA Capital Ltd28,026$4.86M3.3%N/A0.011%
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3/17/2025Wealth Enhancement Advisory Services LLC61,023$10.57M0.0%+2.6%0.024%
3/10/2025Mattson Financial Services LLC194$34K0.0%N/A0.000%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH127,988$22.17M0.0%N/A0.051%
2/27/2025Pinnacle Wealth Planning Services Inc.1,239$215K0.0%-17.7%0.000%
2/25/2025Armis Advisers LLC1,289$223K0.0%N/A0.001%
2/25/2025Integrated Advisors Network LLC4,769$826K0.0%+1.8%0.002%
2/20/2025Mackenzie Financial Corp25,957$4.50M0.0%-0.5%0.010%
2/20/2025Forum Financial Management LP6,054$1.05M0.0%+23.5%0.002%
2/19/2025Toronto Dominion Bank122,650$21.25M0.0%-2.7%0.049%
2/19/2025North Star Asset Management Inc.4,769$826K0.0%-5.5%0.002%
2/19/2025Invst LLC7,406$1.28M0.2%+2.1%0.003%
2/19/2025CTC Alternative Strategies Ltd.1,660$288K0.3%-18.9%0.001%
2/19/2025Public Employees Retirement System of Ohio87,280$15.12M0.1%-6.2%0.035%
2/18/2025GTS Securities LLC1,540$267K0.0%-23.0%0.001%
2/18/2025Vise Technologies Inc.1,564$271K0.0%-30.2%0.001%
2/18/2025Focus Partners Advisor Solutions LLC1,354$235K0.0%N/A0.001%
2/18/2025Kolinsky Wealth Management LLC4,768$826K0.5%+4.3%0.002%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,070,170$358.62M0.1%+12.8%0.824%
2/17/2025USS Investment Management Ltd57,517$9.98M0.1%-18.4%0.023%
2/17/2025Vista Investment Management9,965$1.73M0.7%-1.4%0.004%
2/17/2025Wellington Wealth Strategies LLC.1,397$266K0.3%N/A0.001%
2/17/2025William B. Walkup & Associates Inc.35,763$6.20M3.9%-0.3%0.014%
2/17/2025Woodline Partners LP215,134$37.27M0.3%+25.5%0.086%
2/17/2025Vermillion & White Wealth Management Group LLC369$64K0.0%-50.0%0.000%
2/17/2025Vident Advisory LLC4,812$834K0.0%+3.7%0.002%
2/17/2025Waters Parkerson & CO. LLC5,570$965K0.1%-98.3%0.002%
2/17/2025Westwood Holdings Group Inc.87,889$15.23M0.1%-13.1%0.035%
2/17/2025Two Sigma Advisers LP17,800$3.08M0.0%-88.9%0.007%
2/17/2025Two Sigma Investments LP20,900$3.62M0.0%-82.5%0.008%
2/17/2025Tidal Investments LLC16,155$2.80M0.0%+12.1%0.006%
2/17/2025Teza Capital Management LLC8,564$1.48M0.2%-8.0%0.003%
2/17/2025TrinityPoint Wealth LLC3,655$633K0.1%+6.3%0.001%
2/17/2025Toronto Dominion Bank122,650$21.25M0.0%-2.7%0.049%
2/17/2025Sculptor Capital LP570,772$98.88M1.3%-23.6%0.227%
2/17/2025Sessa Capital IM L.P.1,776,132$307.68M11.0%-27.7%0.707%
2/17/2025Shell Asset Management Co.23,202$4.02M0.2%-5.7%0.009%
2/17/2025Sona Asset Management US LLC250,286$43.36M1.7%N/A0.100%
2/17/2025Rafferty Asset Management LLC88,583$15.35M0.1%+4.1%0.035%
2/17/2025Point72 Asia Singapore Pte. Ltd.4,894$848K0.2%+2,186.9%0.002%
2/17/2025Point72 Asset Management L.P.155,132$26.87M0.1%-48.3%0.062%
2/17/2025Point72 Europe London LLP275,301$47.69M2.8%-0.3%0.110%
2/17/2025Polar Capital Holdings Plc47,501$8.23M0.0%N/A0.019%
2/17/2025Prana Capital Management LP60,073$10.41M0.5%-26.0%0.024%
2/17/2025ProShare Advisors LLC60,037$10.40M0.0%+8.5%0.024%
2/17/2025Quantinno Capital Management LP37,015$6.41M0.1%+37.2%0.015%
2/17/2025Pathstone Holdings LLC55,840$9.67M0.0%-21.7%0.022%
2/17/2025Mufg Securities Americas Inc.3,707$642K0.1%N/A0.001%
2/17/2025Man Group plc226,330$39.21M0.1%+42.8%0.090%
2/17/2025Nissay Asset Management Corp Japan ADV31,294$5.46M0.0%+0.8%0.012%
2/17/2025Nomura Holdings Inc.116,789$20.23M0.0%N/A0.046%
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2/17/2025NorthRock Partners LLC5,277$914K0.0%+82.6%0.002%
2/17/2025Nuveen Asset Management LLC1,365,660$236.57M0.1%+48.1%0.543%
2/17/2025OMERS ADMINISTRATION Corp10,440$1.81M0.0%+19.9%0.004%
2/17/2025Obsidian Personal Planning Solutions LLC1,241$215K0.1%N/A0.000%
2/17/2025Maven Securities LTD39,450$6.83M0.2%+33.7%0.016%
2/17/2025Measured Risk Portfolios Inc.253$44K0.0%N/A0.000%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.47,631$8.25M0.0%-34.8%0.019%
2/17/2025Lazard Asset Management LLC974$168K0.0%-13.7%0.000%
2/17/2025LMR Partners LLP93,811$16.25M0.1%+67.9%0.037%
2/17/2025Laird Norton Wetherby Wealth Management LLC5,625$974K0.0%-2.8%0.002%
(Data available from 1/1/2016 forward)

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DFS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFS shares?

During the previous two years, 1,162 institutional investors and hedge funds held shares of Discover Financial Services. The most heavily invested institutionals were Vanguard Group Inc. ($5.38B), Capital World Investors ($3.38B), BlackRock Inc. ($2.11B), State Street Corp ($1.47B), FMR LLC ($1.31B), Geode Capital Management LLC ($1.08B), and Boston Partners ($837.57M).Learn more on DFS's institutional investors.

What percentage of Discover Financial Services stock is owned by institutional investors?

86.94% of Discover Financial Services stock is owned by institutional investors. Learn more on DFS's institutional investor holdings.

Which institutional investors have been buying Discover Financial Services stock?

Of the 944 institutional investors that purchased Discover Financial Services stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($7.05M), Boston Partners ($5.03M), Capital Research Global Investors ($4.24M), Envestnet Asset Management Inc. ($2.78M), Southpoint Capital Advisors LP ($2.50M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($2.03M), and Truist Financial Corp ($1.45M).

How much institutional buying is happening at Discover Financial Services?

Institutional investors have bought a total of 69,534,757 shares in the last 24 months. This purchase volume represents approximately $8.76B in transactions.

Which Discover Financial Services major shareholders have been selling company stock?

Of the 679 institutional investors that sold Discover Financial Services stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital World Investors ($5.93M), Boston Partners ($5.24M), Macquarie Group Ltd. ($4.63M), Vanguard Group Inc. ($2.68M), Rockefeller Capital Management L.P. ($1.81M), Envestnet Asset Management Inc. ($1.75M), and Principal Financial Group Inc. ($1.75M).

How much institutional selling is happening at Discover Financial Services?

Institutional investors have sold a total of 61,782,967 shares in the last 24 months. This volume of shares sold represents approximately $7.86B in transactions.


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This page (NYSE:DFS) was last updated on 4/15/2025 by MarketBeat.com Staff
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