Discover Financial Services (DFS) Institutional Ownership

$142.29

+0.67 (+0.47%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 86.94%
Number of Institutional Buyers (last 12 months): 519
Total Institutional Inflows (last 12 months): $3.86B

Number of Institutional Sellers (last 12 months): 428
Total Institutional Outflows (last 12 months): $3.85B

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Harbour Investments Inc.	2,096	$274K	0.0%	-6.8%	0.001%
7/26/2024	LS Investment Advisors LLC	20,955	$2.74M	0.4%	-1.1%	0.008%
7/26/2024	Cambridge Investment Research Advisors Inc.	26,155	$3.42M	0.0%	-1.6%	0.010%
7/26/2024	AustralianSuper Pty Ltd	1,162,495	$152.07M	0.9%	+0.5%	0.464%
7/26/2024	Allspring Global Investments Holdings LLC	33,361	$4.36M	0.0%	-2.0%	0.013%
7/26/2024	State of Michigan Retirement System	68,601	$8.97M	0.0%	+0.1%	0.027%
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7/26/2024	Bailard Inc.	8,606	$1.13M	0.0%	-2.5%	0.003%
7/26/2024	Verdence Capital Advisors LLC	7,112	$930K	0.1%	-12.5%	0.003%
7/26/2024	Bank of New York Mellon Corp	2,029,452	$265.47M	0.1%	+0.2%	0.809%
7/26/2024	IMA Advisory Services Inc.	20,421	$2.67M	0.6%	N/A	0.008%
7/25/2024	Raymond James Trust N.A.	6,497	$850K	0.0%	-5.0%	0.003%
7/25/2024	Wedgewood Investors Inc. PA	2,520	$330K	0.4%	N/A	0.001%
7/25/2024	Calamos Advisors LLC	113,774	$14.88M	0.1%	-3.5%	0.045%
7/25/2024	Optas LLC	2,147	$281K	0.1%	+4.3%	0.001%
7/25/2024	Mn Services Vermogensbeheer B.V.	98,300	$12.86M	0.1%	-2.8%	0.039%
7/25/2024	Atlantic Union Bankshares Corp	23,749	$3.11M	0.2%	+42.6%	0.009%
7/24/2024	LRI Investments LLC	1,388	$182K	0.0%	+1,477.3%	0.001%
7/24/2024	Retirement Systems of Alabama	55,278	$7.23M	0.0%	+0.2%	0.022%
7/24/2024	Lebenthal Global Advisors LLC	5,781	$756K	0.2%	-3.3%	0.002%
7/24/2024	Everhart Financial Group Inc.	2,013	$263K	0.1%	+31.3%	0.001%
7/24/2024	New York State Teachers Retirement System	263,216	$34.43M	0.1%	-9.7%	0.105%
7/24/2024	Louisiana State Employees Retirement System	14,200	$1.86M	0.0%	-2.7%	0.006%
7/23/2024	PSI Advisors LLC	200	$26K	0.0%	-50.0%	0.000%
7/23/2024	Griffin Asset Management Inc.	15,506	$2.03M	0.2%	-1.5%	0.006%
7/23/2024	Busey Bank	96,329	$12.60M	0.4%	+0.7%	0.038%
7/23/2024	KG&L Capital Management LLC	2,737	$358K	0.1%	+23.7%	0.001%
7/23/2024	Elser Financial Planning Inc	696,005	$91.04M	13.9%	N/A	0.278%
7/23/2024	Fifth Third Wealth Advisors LLC	2,908	$380K	0.0%	N/A	0.001%
7/22/2024	Atria Wealth Solutions Inc.	11,442	$1.50M	0.0%	-6.9%	0.005%
7/22/2024	Fifth Third Bancorp	12,983	$1.70M	0.0%	-2.1%	0.005%
7/22/2024	Chevy Chase Trust Holdings LLC	137,030	$17.93M	0.1%	-1.2%	0.055%
7/22/2024	Sanibel Captiva Trust Company Inc.	17,631	$2.31M	0.1%	-5.6%	0.007%
7/20/2024	First Horizon Advisors Inc.	5,569	$729K	0.0%	-19.3%	0.002%
7/20/2024	Nisa Investment Advisors LLC	123,449	$16.15M	0.1%	-0.7%	0.049%
7/19/2024	Central Bank & Trust Co.	2,450	$320K	0.0%	-12.7%	0.001%
7/19/2024	Leeward Investments LLC MA	114,271	$14.95M	0.7%	-4.4%	0.046%
7/19/2024	Raymond James & Associates	132,498	$17.33M	0.0%	-23.4%	0.053%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	573,353	$75M	0.1%	-7.6%	0.229%
7/19/2024	Sumitomo Life Insurance Co.	8,408	$1.10M	0.0%	-11.0%	0.003%
7/18/2024	Blue Trust Inc.	572	$75K	0.0%	+111.9%	0.000%
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7/18/2024	Assenagon Asset Management S.A.	25,989	$3.40M	0.0%	+1.1%	0.010%
7/17/2024	Clear Harbor Asset Management LLC	12,390	$1.62M	0.1%	-0.7%	0.005%
7/17/2024	J.Safra Asset Management Corp	387	$51K	0.0%	+24.4%	0.000%
7/17/2024	SteelPeak Wealth LLC	27,824	$3.64M	0.2%	+0.4%	0.011%
7/17/2024	AdvisorNet Financial Inc	2,126	$278K	0.0%	-3.6%	0.001%
7/16/2024	Envestnet Portfolio Solutions Inc.	68,361	$8.94M	0.0%	+4.4%	0.027%
7/16/2024	PGGM Investments	32,110	$4.20M	0.1%	-14.0%	0.013%
7/16/2024	GPS Wealth Strategies Group LLC	5,977	$782K	0.1%	-1.5%	0.002%
7/16/2024	Monetary Management Group Inc.	4,650	$608K	0.2%	-6.1%	0.002%
7/16/2024	Ferguson Wellman Capital Management Inc.	16,327	$2.14M	0.0%	-4.0%	0.007%
7/16/2024	V Square Quantitative Management LLC	5,107	$668K	0.1%	-7.0%	0.002%
7/16/2024	Wealth Enhancement Advisory Services LLC	58,045	$7.59M	0.0%	-7.4%	0.023%
7/16/2024	Diversified Trust Co	3,283	$429K	0.0%	+16.0%	0.001%
7/16/2024	M&G Plc	488,732	$64.02M	0.4%	+1.9%	0.195%
7/16/2024	Wedmont Private Capital	2,708	$356K	0.0%	+27.9%	0.001%
7/16/2024	Sequoia Financial Advisors LLC	5,928	$776K	0.0%	+15.8%	0.002%
7/15/2024	Diligent Investors LLC	6,396	$837K	0.2%	-9.8%	0.003%
7/15/2024	Dynamic Advisor Solutions LLC	2,072	$271K	0.0%	-5.9%	0.001%
7/15/2024	Aspire Private Capital LLC	2,856	$374K	0.1%	+21.7%	0.001%
7/15/2024	Securian Asset Management Inc.	14,365	$1.88M	0.1%	-1.9%	0.006%
7/15/2024	Czech National Bank	47,754	$6.25M	0.1%	+8.5%	0.019%
7/13/2024	Unison Advisors LLC	45,026	$5.89M	0.7%	+0.6%	0.018%
7/12/2024	Diversify Advisory Services LLC	3,466	$451K	0.0%	N/A	0.001%
7/12/2024	Gateway Investment Advisers LLC	213,074	$27.87M	0.3%	-4.0%	0.085%
7/12/2024	SG Americas Securities LLC	53,863	$7.05M	0.0%	+80.3%	0.021%
7/12/2024	Piscataqua Savings Bank	710	$93K	0.1%	-12.3%	0.000%
7/12/2024	Opal Wealth Advisors LLC	197	$26K	0.0%	N/A	0.000%
7/12/2024	Sendero Wealth Management LLC	2,139	$280K	0.0%	N/A	0.001%
7/12/2024	QRG Capital Management Inc.	14,229	$1.86M	0.0%	-23.9%	0.006%
7/12/2024	Eldred Rock Partners LLC	76,754	$10.04M	4.2%	+4.2%	0.031%
7/11/2024	OLD National Bancorp IN	2,872	$376K	0.0%	-50.9%	0.001%
7/11/2024	Symmetry Partners LLC	3,459	$452K	0.0%	-26.6%	0.001%
7/11/2024	Clarius Group LLC	2,070	$271K	0.0%	-8.6%	0.001%
7/11/2024	Wesbanco Bank Inc.	5,673	$742K	0.0%	-2.1%	0.002%
7/11/2024	Salem Investment Counselors Inc.	31,340	$4.10M	0.1%	-1.2%	0.012%
7/10/2024	Csenge Advisory Group	1,997	$261K	0.0%	-5.9%	0.001%
7/10/2024	Simplicity Wealth LLC	10,219	$1.34M	0.0%	-8.8%	0.004%
7/10/2024	Valeo Financial Advisors LLC	2,635	$345K	0.0%	+5.0%	0.001%
7/10/2024	CWM LLC	9,751	$1.28M	0.0%	+3.6%	0.004%
7/10/2024	AMF Tjanstepension AB	63,616	$8.33M	0.1%	N/A	0.025%
7/9/2024	Park Avenue Securities LLC	39,710	$5.19M	0.1%	-0.9%	0.016%
7/9/2024	Astoria Portfolio Advisors LLC.	2,626	$343K	0.1%	+19.1%	0.001%
7/9/2024	Fulton Bank N.A.	3,052	$399K	0.0%	-44.6%	0.001%
7/8/2024	Thompson Investment Management Inc.	58,521	$7.66M	1.2%	+0.2%	0.023%
7/8/2024	Birch Capital Management LLC	3,392	$444K	0.2%	-51.6%	0.001%
7/8/2024	ST Germain D J Co. Inc.	627	$82K	0.0%	-15.6%	0.000%
7/8/2024	Versant Capital Management Inc	593	$78K	0.0%	+26.7%	0.000%
7/5/2024	Kozak & Associates Inc.	2,618	$346K	0.1%	-52.1%	0.001%
7/5/2024	DNB Asset Management AS	46,829	$6.13M	0.0%	+8.6%	0.019%
7/2/2024	Massmutual Trust Co. FSB ADV	1,154	$151K	0.0%	+35.1%	0.000%
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7/2/2024	First Hawaiian Bank	8,705	$1.14M	0.0%	-22.2%	0.003%
7/2/2024	GAMMA Investing LLC	3,659	$479K	0.1%	+138.2%	0.001%
7/2/2024	Park Place Capital Corp	1,936	$253K	0.1%	-49.6%	0.001%
6/20/2024	HM Payson & Co.	4,849	$636K	0.0%	-7.2%	0.002%
6/6/2024	Westwood Holdings Group Inc.	96,766	$12.69M	0.1%	N/A	0.039%
6/4/2024	DekaBank Deutsche Girozentrale	65,101	$8.26M	0.0%	-4.7%	0.026%
5/28/2024	Boston Partners	4,052,577	$530.90M	0.6%	-55.3%	1.617%
5/28/2024	Teachers Retirement System of The State of Kentucky	192,148	$25.19M	0.2%	-20.6%	0.077%
5/24/2024	Cetera Advisors LLC	20,340	$2.67M	0.0%	+57.9%	0.008%
5/24/2024	Cetera Investment Advisers	68,990	$9.04M	0.0%	+154.2%	0.028%

(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, 1,001 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 ($1.25B), Geode Capital Management LLC ($636.85M), Boston Partners ($530.90M), 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 813 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. ($2.82M), 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 59,250,645 shares in the last 24 months. This purchase volume represents approximately $6.19B in transactions.
Which Discover Financial Services major shareholders have been selling company stock?: Of the 628 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 ($5.48M), Macquarie Group Ltd. ($4.68M), Capital World Investors ($4.54M), FMR LLC ($2.91M), Vanguard Group Inc. ($2.68M), Allspring Global Investments Holdings LLC ($1.96M), and State Street Corp ($1.81M).
How much institutional selling is happening at Discover Financial Services?: Institutional investors have sold a total of 58,341,830 shares in the last 24 months. This volume of shares sold represents approximately $6.31B in transactions.