Discover Financial Services (DFS) Institutional Ownership

$125.06
+0.55 (+0.44%)
(As of 05/3/2024 ET)

Institutional Ownership Changes (13F Filings) for Discover Financial Services (NYSE:DFS)

Current
Institutional Ownership
Percentage
86.94%
Number of
Institutional Buyers
(last 12 months)
552
Total
Institutional Inflows
(last 12 months)
$4.48B
Number of
Institutional Sellers
(last 12 months)
445
Total
Institutional Outflows
(last 12 months)
$3.13B
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DFS Institutional Buying and Selling by Quarter

Discover Financial Services Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2024Geneos Wealth Management Inc.906$119K0.0%+97.0%0.000%
5/4/2024WBI Investments LLC1,831$240K0.0%N/A0.001%
5/4/2024Team Hewins LLC1,887$247K0.0%+5.5%0.001%
5/4/2024Affinity Investment Advisors LLC2,573$337K0.2%-80.9%0.001%
5/3/2024Signaturefd LLC6,744$884K0.0%+2.4%0.003%
5/3/2024FDx Advisors Inc.1,620$212K0.0%-30.6%0.001%
5/3/2024Coronation Fund Managers Ltd.60,737$7.96M0.2%-9.4%0.024%
5/3/2024Chevy Chase Trust Holdings LLC138,676$18.18M0.1%-0.7%0.055%
5/3/2024Easterly Investment Partners LLC1,575$206K0.0%N/A0.001%
5/3/2024Peoples Bank OH1,815$238K0.1%-6.8%0.001%
5/3/2024Patron Partners LLC4,205$551K0.3%+4.4%0.002%
5/2/2024Mutual of America Capital Management LLC32,785$4.30M0.0%-2.1%0.013%
5/2/2024Fifth Lane Capital LP7,500$983K0.8%N/A0.003%
5/2/2024FinTrust Capital Advisors LLC1,045$137K0.0%+39.9%0.000%
5/2/2024Daiwa Securities Group Inc.24,749$3.24M0.0%+10.9%0.010%
5/2/2024Graypoint LLC2,091$274K0.0%+12.5%0.001%
5/2/2024Haverford Trust Co2,275$298K0.0%N/A0.001%
5/2/2024Nordea Investment Management AB366,855$47.92M0.1%-5.0%0.146%
5/2/2024Almanack Investment Partners LLC.1,883$247K0.0%N/A0.001%
5/2/2024Bryn Mawr Capital Management LLC9,039$1.19M0.1%-54.0%0.004%
5/2/2024Fidelis Capital Partners LLC6,197$812K0.1%+58.0%0.002%
5/2/2024Tokio Marine Asset Management Co. Ltd.7,300$957K0.0%+13.7%0.003%
5/2/2024 Moloney Securities Asset Management LLC3,102$407K0.1%-12.4%0.001%
5/2/2024 Hunter Associates Investment Management LLC2,800$367K0.1%-12.5%0.001%
5/2/2024 PDS Planning Inc1,602$210K0.0%N/A0.001%
5/2/2024 REDW Wealth LLC2,023$265K0.1%-10.2%0.001%
5/2/2024 LB Partners LLC38,850$5.09M5.2%N/A0.016%
5/1/2024 Janney Montgomery Scott LLC14,784$1.94M0.0%-52.5%0.006%
5/1/2024 Mirae Asset Global Investments Co. Ltd.49,105$6.44M0.0%+36.4%0.020%
5/1/2024 Sequoia Financial Advisors LLC5,118$671K0.0%-73.1%0.002%
4/30/2024 Private Advisor Group LLC13,145$1.72M0.0%+3.9%0.005%
4/30/2024 Retirement Systems of Alabama55,190$7.24M0.0%+0.1%0.022%
4/30/2024 North Star Investment Management Corp.599$79K0.0%-77.2%0.000%
4/30/2024 Norden Group LLC6,996$917K0.1%N/A0.003%
4/30/2024 Van ECK Associates Corp43,562$5.71M0.0%+17.4%0.017%
4/30/2024 HB Wealth Management LLC4,982$653K0.0%-10.0%0.002%
4/30/2024 SpiderRock Advisors LLC2,721$328K0.0%N/A0.001%
4/30/2024 Vest Financial LLC145,824$19.12M0.5%+19.8%0.058%
4/30/2024 Caprock Group LLC2,189$287K0.0%-9.3%0.001%
4/30/2024 Perigon Wealth Management LLC1,626$213K0.0%N/A0.001%
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4/30/2024 Stock Yards Bank & Trust Co.13,782$1.81M0.1%-4.0%0.006%
4/29/2024Commonwealth Equity Services LLC56,363$7.39M0.0%-1.9%0.022%
4/29/2024 Greenleaf Trust5,183$679K0.0%-7.3%0.002%
4/29/2024 Principal Financial Group Inc.764,063$100.16M0.1%-41.8%0.305%
4/29/2024 Benjamin Edwards Inc.1,708$224K0.0%+75.4%0.001%
4/29/2024 Benjamin F. Edwards & Company Inc.6,579$862K0.0%-32.6%0.003%
4/29/2024 Seascape Capital Management28,201$3.70M1.4%+6.1%0.011%
4/29/2024 Heritage Investors Management Corp25,972$3.41M0.1%-1.2%0.010%
4/29/2024 Mn Services Vermogensbeheer B.V.101,100$13.25M0.1%-17.7%0.040%
4/26/2024 Pinnacle Associates Ltd.30,568$4.01M0.1%-5.6%0.012%
4/26/2024 Securian Asset Management Inc.14,644$1.92M0.1%-7.0%0.006%
4/26/2024 UMB Bank n.a.9,055$1.19M0.0%-12.5%0.004%
4/26/2024Prestige Wealth Management Group LLC910$119K0.0%-14.6%0.000%
4/26/2024 GUNN & Co INVESTMENT MANAGEMENT INC.4,570$599K0.5%-92.5%0.002%
4/26/2024 Yousif Capital Management LLC37,770$4.95M0.1%-2.3%0.015%
4/26/2024 YHB Investment Advisors Inc.887$116K0.0%N/A0.000%
4/26/2024 Deroy & Devereaux Private Investment Counsel Inc.240,940$31.59M1.9%-0.4%0.096%
4/26/2024 First National Trust Co12,321$1.62M0.1%-36.3%0.005%
4/26/2024 SYSTM Wealth Solutions LLC14,987$1.97M0.2%-73.9%0.006%
4/26/2024 Sumitomo Life Insurance Co.9,442$1.24M0.0%-4.2%0.004%
4/26/2024 Mesirow Financial Investment Management Inc.15,111$1.98M0.0%N/A0.006%
4/26/2024 KG&L Capital Management LLC2,212$290K0.1%N/A0.001%
4/26/2024 Verdence Capital Advisors LLC8,125$1.07M0.1%-7.1%0.003%
4/25/2024 New York State Teachers Retirement System291,472$38.21M0.1%-2.3%0.116%
4/25/2024 Inlet Private Wealth LLC3,100$406K0.1%N/A0.001%
4/25/2024 Bank of New York Mellon Corp2,024,456$265.39M0.1%-3.7%0.808%
4/25/2024 Smith Chas P & Associates PA Cpas55,494$7.28M0.4%-9.5%0.022%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 165,729$21.73M0.1%-31.5%0.066%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund44,878$5.88M0.1%-2.0%0.018%
4/25/2024 Aaron Wealth Advisors LLC1,569$206K0.0%N/A0.001%
4/25/2024 Valeo Financial Advisors LLC2,509$324K0.0%-5.4%0.001%
4/25/2024 Summit Financial LLC2,268$297K0.0%-66.7%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.26,588$3.49M0.0%-17.3%0.011%
4/24/2024 PSI Advisors LLC400$52K0.0%+100.0%0.000%
4/24/2024 Premier Path Wealth Partners LLC2,230$292K0.1%+5.1%0.001%
4/24/2024 Simplicity Wealth LLC11,205$1.47M0.0%N/A0.004%
4/24/2024 Essex Financial Services Inc.3,357$440K0.0%-11.7%0.001%
4/24/2024 Assenagon Asset Management S.A.25,707$3.37M0.0%-94.8%0.010%
4/23/2024Busey Bank95,706$12.55M0.4%-1.6%0.038%
4/23/2024 Louisiana State Employees Retirement System14,600$1.91M0.0%-3.3%0.006%
4/23/2024 Amalgamated Bank60,519$7.93M0.1%-12.9%0.024%
4/23/2024 New Mexico Educational Retirement Board12,611$1.65M0.1%-4.5%0.005%
4/23/2024 Wesbanco Bank Inc.5,797$760K0.0%+110.7%0.002%
4/23/2024 Duncker Streett & Co. Inc.17,161$2.25M0.4%-7.2%0.007%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA21,566$2.73M0.0%-4.1%0.009%
4/23/2024 KLR Investment Advisors LLC3,643$461K0.3%+5.0%0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.142,944$18.74M0.0%-8.9%0.057%
4/22/2024 PFG Investments LLC1,718$225K0.0%N/A0.001%
4/22/2024 Raymond James & Associates172,894$22.67M0.0%-49.1%0.069%
4/22/2024 IFM Investors Pty Ltd52,282$6.85M0.1%-2.0%0.021%
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The latest flare-up between Israel and Palestinian militants has sent gold prices surging. Why? Because savvy investors know the endgame of the elites at play… Geopolitical crises breed uncertainty — and gold thrives on uncertainty.

See why the elites are pouring billions into gold.
4/22/2024 Eagle Bluffs Wealth Management LLC14,382$1.89M1.2%+0.8%0.006%
4/22/2024 Edge Financial Advisors LLC2,282$299K0.3%N/A0.001%
4/19/2024 Leeward Investments LLC MA119,470$15.66M0.7%+87.1%0.048%
4/19/2024 Insight Folios Inc4,177$548K0.2%-13.3%0.002%
4/19/2024 New Century Financial Group LLC1,538$202K0.1%N/A0.001%
4/19/2024 First Trust Direct Indexing L.P.16,044$2.10M0.2%+5.9%0.006%
4/19/2024 Kovack Advisors Inc.1,736$228K0.0%N/A0.001%
4/19/2024 Norden Group LLC6,996$917K0.0%N/A0.003%
4/19/2024 State of Alaska Department of Revenue35,062$4.60M0.1%-30.3%0.014%
4/19/2024 Denali Advisors LLC5,116$671K0.2%-25.0%0.002%
(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, 1,000 institutional investors and hedge funds held shares of Discover Financial Services. The most heavily invested institutionals were Vanguard Group Inc. ($3.63B), Capital World Investors ($2.32B), BlackRock Inc. ($2.11B), State Street Corp ($1.25B), Boston Partners ($1.02B), Geode Capital Management LLC ($636.85M), and Capital Research Global Investors ($495.97M).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 823 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 ($5.15M), Capital Research Global Investors ($4.24M), Norges Bank ($2.87M), Envestnet Asset Management Inc. ($2.85M), Southpoint Capital Advisors LP ($2.50M), Truist Financial Corp ($1.45M), and Dimensional Fund Advisors LP ($1.44M).

How much institutional buying is happening at Discover Financial Services?

Institutional investors have bought a total of 58,072,394 shares in the last 24 months. This purchase volume represents approximately $5.97B in transactions.

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

Of the 632 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: Macquarie Group Ltd. ($4.68M), FMR LLC ($2.91M), JPMorgan Chase & Co. ($2.26M), Allspring Global Investments Holdings LLC ($1.99M), State Street Corp ($1.81M), Envestnet Asset Management Inc. ($1.70M), and Principal Financial Group Inc. ($1.58M).

How much institutional selling is happening at Discover Financial Services?

Institutional investors have sold a total of 53,448,108 shares in the last 24 months. This volume of shares sold represents approximately $5.50B in transactions.


This page (NYSE:DFS) was last updated on 5/4/2024 by MarketBeat.com Staff

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