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Discover Financial Services (DFS) Institutional Ownership

Discover Financial Services logo
$187.17 +2.13 (+1.15%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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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)
500
Total
Institutional Inflows
(last 12 months)
$2.46B
Number of
Institutional Sellers
(last 12 months)
391
Total
Institutional Outflows
(last 12 months)
$3.32B
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DFS Institutional Buying and Selling by Quarter

Discover Financial Services Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 New Century Financial Group LLC3,501$616K0.3%-13.0%0.001%
1/17/2025 Avior Wealth Management LLC1,471$255K0.0%-80.8%0.001%
1/17/2025 Raleigh Capital Management Inc.670$116K0.0%-35.3%0.000%
1/17/2025 Wesbanco Bank Inc.4,387$760K0.0%-16.4%0.002%
1/17/2025 Janney Montgomery Scott LLC17,826$3.09M0.0%+3.5%0.007%
1/17/2025 Baker Ellis Asset Management LLC31,179$5.40M0.8%-1.3%0.012%
1/17/2025 Park Place Capital Corp1,625$281K0.1%+4.8%0.001%
1/17/2025 Daymark Wealth Partners LLC1,170$203K0.0%N/A0.000%
1/17/2025 Dakota Wealth Management2,664$462K0.0%+4.4%0.001%
1/17/2025 Nisa Investment Advisors LLC123,386$21.37M0.1%-0.1%0.049%
1/17/2025 Simon Quick Advisors LLC7,400$1.28M0.1%+3.8%0.003%
1/17/2025 MCF Advisors LLC3,120$541K0.0%-10.5%0.001%
1/17/2025 Aspire Private Capital LLC2,400$416K0.1%-31.2%0.001%
1/17/2025 Perfromance Wealth Partners LLC1,256$218K0.0%N/A0.000%
1/17/2025 JBGlobal.com LLC1,995$346K0.4%N/A0.001%
1/17/2025 Atomi Financial Group Inc.2,139$371K0.0%+6.8%0.001%
1/17/2025 Clear Harbor Asset Management LLC11,520$2.00M0.2%-7.2%0.005%
1/16/2025 Crossmark Global Holdings Inc.33,135$5.74M0.1%-11.3%0.013%
1/16/2025 Cove Private Wealth LLC1,250$217K0.1%N/A0.000%
1/16/2025 Zhang Financial LLC2,961$513K0.0%+12.3%0.001%
1/16/2025 DLK Investment Management LLC2,539$440K0.2%N/A0.001%
1/16/2025 UMB Bank n.a.9,248$1.60M0.0%+0.6%0.004%
1/16/2025 Mechanics Bank Trust Department1,350$234K0.0%N/A0.001%
1/16/2025 Eldred Rock Partners LLC80,328$13.89M4.7%+0.4%0.032%
1/16/2025 Grove Bank & Trust203$35K0.0%+78.1%0.000%
1/15/2025 Aaron Wealth Advisors LLC2,730$473K0.1%+7.1%0.001%
1/15/2025 Astoria Portfolio Advisors LLC.3,197$578K0.2%+5.2%0.001%
1/15/2025 Smith Salley Wealth Management1,267$220K0.0%N/A0.001%
1/15/2025 Ameritas Advisory Services LLC1,723$298K0.0%N/A0.001%
1/15/2025 HB Wealth Management LLC5,385$933K0.0%+2.7%0.002%
1/15/2025 Sanibel Captiva Trust Company Inc.15,826$2.74M0.1%-9.3%0.006%
1/15/2025 Verity & Verity LLC2,559$443K0.0%-41.6%0.001%
1/15/2025 Arkadios Wealth Advisors1,731$300K0.0%-4.5%0.001%
1/15/2025 Canoe Financial LP528,267$91.51M1.3%-14.9%0.210%
1/15/2025 Folger Nolan Fleming Douglas Capital Management Inc.2,128$369K0.0%-16.2%0.001%
1/15/2025 Merit Financial Group LLC1,277$221K0.0%N/A0.001%
1/15/2025 Avanza Fonder AB19,101$3.31M0.1%N/A0.008%
1/15/2025 Decker Retirement Planning Inc.270$47K0.0%N/A0.000%
1/15/2025 Ritholtz Wealth Management3,565$618K0.0%-3.2%0.001%
1/15/2025 Carnegie Investment Counsel1,205$209K0.0%N/A0.000%
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1/15/2025 Gateway Investment Advisers LLC212,785$36.86M0.4%-0.1%0.085%
1/14/2025 Stolper Co51,817$8.98M3.0%-1.0%0.021%
1/14/2025 Sendero Wealth Management LLC2,841$492K0.1%+24.3%0.001%
1/14/2025 Armstrong Advisory Group Inc.469$81K0.0%-12.8%0.000%
1/14/2025 Burney Co.187,268$32.44M1.1%-1.8%0.075%
1/14/2025 Meyer Handelman Co.1,380$239K0.0%N/A0.001%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.150$26K0.0%-98.2%0.000%
1/14/2025 Park Avenue Securities LLC56,166$9.73M0.1%+24.2%0.022%
1/14/2025 Kathmere Capital Management LLC1,343$233K0.0%N/A0.001%
1/14/2025 Assenagon Asset Management S.A.22,393$3.88M0.0%-16.0%0.009%
1/14/2025 Fifth Third Wealth Advisors LLC3,093$536K0.0%+6.9%0.001%
1/14/2025 Oak Thistle LLC4,866$843K0.3%-5.2%0.002%
1/14/2025 Quantum Financial Advisors LLC1,261$218K0.0%N/A0.001%
1/14/2025 Cypress Financial Planning LLC22,247$3.85M1.4%+50.9%0.009%
1/13/2025 FNY Investment Advisers LLC7,809$1.35M0.7%N/A0.003%
1/13/2025 AdvisorNet Financial Inc2,522$437K0.0%+18.0%0.001%
1/13/2025 Signet Financial Management LLC32,240$5.59M0.7%-0.5%0.013%
1/13/2025 Parisi Gray Wealth Management1,168$202K0.1%N/A0.000%
1/13/2025 Miracle Mile Advisors LLC2,736$474K0.0%+31.9%0.001%
1/13/2025 Friedenthal Financial293$51K0.0%N/A0.000%
1/13/2025 Wedmont Private Capital2,802$475K0.0%+4.8%0.001%
1/13/2025 CHICAGO TRUST Co NA2,931$508K0.1%-5.8%0.001%
1/13/2025 Capital Investment Advisors LLC1,687$292K0.0%+4.6%0.001%
1/13/2025 Brookstone Capital Management1,625$282K0.0%N/A0.001%
1/13/2025 Fiduciary Alliance LLC2,920$506K0.1%N/A0.001%
1/13/2025 City Center Advisors LLC1,491$258K0.3%N/A0.001%
1/13/2025 Aprio Wealth Management LLC1,300$225K0.0%N/A0.001%
1/13/2025 Czech National Bank54,438$9.43M0.1%+6.4%0.022%
1/10/2025 Lynch & Associates IN21,387$3.71M0.8%-26.1%0.009%
1/10/2025 Harbor Capital Advisors Inc.228$39K0.0%-39.5%0.000%
1/8/2025 Fulton Bank N.A.6,480$1.12M0.0%+1.3%0.003%
1/8/2025 Park National Corp OH2,810$487K0.0%-12.1%0.001%
1/7/2025 Birch Capital Management LLC2,773$480K0.2%-2.2%0.001%
1/7/2025 Diversified Trust Co3,162$548K0.0%-3.7%0.001%
1/6/2025 CWA Asset Management Group LLC20,155$3.49M0.2%+11.1%0.008%
1/6/2025 Nordea Investment Management AB342,085$59.31M0.1%+0.6%0.136%
1/3/2025 GAMMA Investing LLC4,645$805K0.1%+19.0%0.002%
1/3/2025 Versant Capital Management Inc1,290$223K0.0%+56.9%0.001%
12/19/2024Principal Financial Group Inc.294,975$41.38M0.0%+3.3%0.117%
12/13/2024B. Riley Wealth Advisors Inc.4,129$575K0.0%-9.1%0.002%
12/6/2024Retirement Systems of Alabama54,884$7.70M0.0%-0.7%0.022%
11/27/2024Franklin Resources Inc.45,097$6.64M0.0%-53.3%0.018%
11/26/2024Peapack Gladstone Financial Corp6,207$871K0.0%+15.7%0.002%
11/25/2024Tidal Investments LLC14,415$2.02M0.0%+7.0%0.006%
11/25/2024Wilmington Savings Fund Society FSB7,869$1.10M0.0%+117.6%0.003%
11/25/2024Sanctuary Advisors LLC46,475$6.52M0.0%+19.5%0.019%
11/22/2024Stock Yards Bank & Trust Co.8,569$1.20M0.0%-14.2%0.003%
11/19/2024Invst LLC7,253$1.02M0.1%+0.9%0.003%
11/18/2024TD Private Client Wealth LLC27,232$3.82M0.1%+28.1%0.011%
11/18/2024Teachers Retirement System of The State of Kentucky19,392$2.72M0.0%-5.2%0.008%
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The investments connected to Trump's second term in ways that almost nobody outside his inner circle is aware of… yet have the potential to deliver colossal returns over the next four years. I’m not talking about Tesla, Palantir, or anything else you’ve heard parroted by the mainstream financial press. No. These are Trump’s Secret Stocks.

It’s all waiting for you here.
11/18/2024Toronto Dominion Bank126,013$17.68M0.0%+1.4%0.050%
11/18/2024Coldstream Capital Management Inc.6,041$860K0.0%+7.1%0.002%
11/16/2024Geode Capital Management LLC6,074,862$851.72M0.1%-0.3%2.420%
11/15/2024Aequim Alternative Investments LP36,881$5.17M0.2%-45.4%0.015%
11/15/2024M&T Bank Corp24,212$3.40M0.0%+3.2%0.010%
11/15/2024Public Employees Retirement System of Ohio93,072$13.06M0.1%-6.5%0.037%
11/15/2024Roffman Miller Associates Inc. PA5,161$724K0.0%-6.4%0.002%
11/15/2024Nomura Asset Management Co. Ltd.115,487$16.20M0.0%+10.5%0.046%
11/15/2024MML Investors Services LLC220,667$30.96M0.1%+6.4%0.088%
11/15/2024CTC Alternative Strategies Ltd.2,047$287K0.4%+3.2%0.001%
(Data available from 1/1/2016 forward)

DFS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFS shares?

During the previous two years, 1,020 institutional investors and hedge funds held shares of Discover Financial Services. The most heavily invested institutionals were Vanguard Group Inc. ($3.99B), Capital World Investors ($2.19B), BlackRock Inc. ($2.11B), State Street Corp ($1.47B), FMR LLC ($1.05B), Geode Capital Management LLC ($851.72M), and Boston Partners ($530.90M).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 819 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: Boston Partners ($5.06M), Capital Research Global Investors ($4.24M), Norges Bank ($2.87M), Envestnet Asset Management Inc. ($2.79M), Southpoint Capital Advisors LP ($2.50M), Truist Financial Corp ($1.45M), and Eminence Capital LP ($1.44M).

How much institutional buying is happening at Discover Financial Services?

Institutional investors have bought a total of 57,665,882 shares in the last 24 months. This purchase volume represents approximately $6.23B in transactions.

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

Of the 620 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: Boston Partners ($5.10M), Macquarie Group Ltd. ($4.63M), Capital World Investors ($4.54M), Vanguard Group Inc. ($2.68M), Rockefeller Capital Management L.P. ($2.47M), Allspring Global Investments Holdings LLC ($1.96M), and Principal Financial Group Inc. ($1.76M).

How much institutional selling is happening at Discover Financial Services?

Institutional investors have sold a total of 54,955,646 shares in the last 24 months. This volume of shares sold represents approximately $6.32B in transactions.


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This page (NYSE:DFS) was last updated on 1/20/2025 by MarketBeat.com Staff
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