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Discover Financial Services (DFS) Institutional Ownership

$123.22
+0.41 (+0.33%)
(As of 05/24/2024 07:00 PM 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)
530
Total
Institutional Inflows
(last 12 months)
$3.83B
Number of
Institutional Sellers
(last 12 months)
431
Total
Institutional Outflows
(last 12 months)
$3.69B
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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
5/24/2024 Cetera Advisors LLC20,340$2.67M0.0%+57.9%0.008%
5/24/2024 Cetera Investment Advisers68,990$9.04M0.0%+154.2%0.028%
5/24/2024Invst LLC6,841$885K0.1%N/A0.003%
5/24/2024PGGM Investments37,340$4.90M0.1%+3.7%0.015%
5/22/2024 Burney Co.189,171$24.80M0.9%-17.3%0.075%
5/21/2024 Atria Investments Inc9,339$1.22M0.0%-41.6%0.004%
5/21/2024 Swedbank AB101,625$13.32M0.0%N/A0.041%
5/21/2024Sanibel Captiva Trust Company Inc.18,669$2.45M0.1%-17.5%0.007%
5/17/2024 Citizens Financial Group Inc. RI1,581$207K0.0%-92.0%0.001%
5/17/2024 New Covenant Trust Company N.A.257$34K0.0%N/A0.000%
5/17/2024 iA Global Asset Management Inc.2,312$303K0.0%-83.4%0.001%
5/17/2024 Brown Shipley& Co Ltd954$123K0.0%-45.7%0.000%
5/17/2024 Comerica Bank68,007$8.92M0.0%-29.2%0.027%
5/17/2024 Hancock Whitney Corp26,673$3.50M0.1%-0.9%0.011%
5/17/2024 Tidal Investments LLC12,094$1.59M0.0%+122.6%0.005%
5/16/2024 California State Teachers Retirement System404,849$53.07M0.1%+10.0%0.162%
5/16/2024 B. Riley Wealth Advisors Inc.7,976$1.05M0.0%+74.0%0.003%
5/16/2024 Ancora Advisors LLC12,852$1.69M0.0%-6.4%0.005%
5/16/2024 Dynasty Wealth Management LLC7,895$1.04M0.0%N/A0.003%
5/16/2024 Janus Henderson Group PLC62,529$8.20M0.0%+61.0%0.025%
5/16/2024 Khrom Capital Management LLC333,805$43.76M10.4%-6.2%0.133%
5/16/2024 BlueMar Capital Management LLC23,405$3.07M5.2%+33.7%0.009%
5/16/2024 Caxton Associates LP58,672$7.69M0.4%+360.5%0.023%
5/15/2024 SVB Wealth LLC9,801$1.29M0.0%-8.2%0.004%
5/15/2024 Mount Yale Investment Advisors LLC60,376$7.92M0.6%-24.4%0.024%
5/15/2024 Public Employees Retirement System of Ohio115,635$15.16M0.1%-8.1%0.046%
5/15/2024 Public Employees Retirement Association of Colorado27,211$3.57M0.0%-4.8%0.011%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund8,252$1.08M0.1%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems18,990$2.49M0.1%-5.1%0.008%
5/15/2024 Price T Rowe Associates Inc. MD863,319$113.17M0.0%-31.3%0.345%
5/15/2024 BOKF NA85,196$11.02M0.2%+6.4%0.034%
5/15/2024 Magnetar Financial LLC546,896$71.69M1.6%N/A0.218%
5/15/2024 LRI Investments LLC1,388$172K0.0%N/A0.001%
5/15/2024 GABELLI & Co INVESTMENT ADVISERS INC.6,878$902K0.2%N/A0.003%
5/15/2024 Gabelli Funds LLC7,500$983K0.0%N/A0.003%
5/15/2024 Keeley Teton Advisors LLC7,741$1.02M0.1%-52.1%0.003%
5/14/2024 Canada Pension Plan Investment Board243,620$31.94M0.0%+57.6%0.097%
5/14/2024 Westwood Holdings Group Inc.96,766$12.69M0.1%N/A0.039%
5/14/2024 Capital World Investors16,730,783$2.19B0.4%-18.9%6.676%
5/14/2024 Toronto Dominion Bank146,177$19.16M0.0%+2.1%0.058%
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5/14/2024 Capital International Inc. CA 61,747$8.09M0.1%+20.2%0.025%
5/14/2024 Capital International Investors1,618,555$212.18M0.0%+0.0%0.646%
5/14/2024 Sheaff Brock Investment Advisors LLC7,600$996K0.1%-88.4%0.003%
5/14/2024 Axxcess Wealth Management LLC7,793$1.02M0.0%+135.1%0.003%
5/14/2024 EP Wealth Advisors LLC5,321$698K0.0%+13.3%0.002%
5/14/2024 Carlson Capital L P155,000$20.32M1.6%N/A0.062%
5/14/2024 Delap Wealth Advisory LLC1,562$205K0.1%N/A0.001%
5/14/2024 Shell Asset Management Co.22,899$3.00M0.1%+20.3%0.009%
5/14/2024 Natixis233,852$30.66M0.2%+1,041.9%0.093%
5/14/2024 InterOcean Capital Group LLC1,566$205K0.0%N/A0.001%
5/14/2024 Pitcairn Co.7,881$1.03M0.1%-9.3%0.003%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund50,000$6.55M0.0%-49.4%0.020%
5/14/2024 CANADA LIFE ASSURANCE Co316,500$41.53M0.1%-0.4%0.126%
5/14/2024 Round Hill Asset Management24,798$3.25M2.0%-2.0%0.010%
5/14/2024 American International Group Inc.66,701$8.74M0.0%-0.7%0.027%
5/14/2024 Vaughan David Investments LLC IL38,384$5.03M0.1%-2.6%0.015%
5/14/2024 Twin Capital Management Inc.7,520$986K0.1%-73.1%0.003%
5/14/2024 National Bank of Canada FI443,707$54.75M0.1%+430.5%0.177%
5/14/2024 Lake Street Advisors Group LLC3,992$523K0.0%+33.9%0.002%
5/13/2024 Bessemer Group Inc.13,349$1.75M0.0%+3.8%0.005%
5/13/2024 UniSuper Management Pty Ltd10,871$1.43M0.0%+311.3%0.004%
5/13/2024 Aequim Alternative Investments LP75,000$9.83M0.4%N/A0.030%
5/13/2024 Invesco LLC1,531$201K0.1%N/A0.001%
5/13/2024 O Shaughnessy Asset Management LLC286,134$37.51M0.4%-5.8%0.114%
5/11/2024 Alley Investment Management Company LLC77,570$10.17M1.4%-0.6%0.031%
5/11/2024 Jacobi Capital Management LLC5,956$781K0.1%-2.7%0.002%
5/10/2024 Ontario Teachers Pension Plan Board6,346$832K0.0%+7.4%0.003%
5/10/2024 Connors Investor Services Inc.20,569$2.70M0.3%+1.2%0.008%
5/10/2024 TIAA Trust National Association8,991$1.18M0.0%-0.9%0.004%
5/10/2024 Vanguard Group Inc.30,430,823$3.99B0.1%-5.9%12.143%
5/10/2024 Intech Investment Management LLC13,270$1.74M0.0%-2.9%0.005%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp311,936$40.58M0.1%-5.9%0.124%
5/10/2024 Councilmark Asset Management LLC3,070$402K0.3%N/A0.001%
5/10/2024 M&G Plc479,613$62.83M0.4%N/A0.191%
5/10/2024 Forge First Asset Management Inc.101,770$13.34M4.2%N/A0.041%
5/10/2024 J.Safra Asset Management Corp311$41K0.0%+76.7%0.000%
5/10/2024 Trust Investment Advisors11,819$1.55M1.1%-2.7%0.005%
5/10/2024 Twin Tree Management LP219,544$28.78M0.1%-0.9%0.088%
5/10/2024 Gratus Wealth Advisors LLC5,998$745K0.1%-3.2%0.002%
5/9/2024 Orion Portfolio Solutions LLC11,111$1.46M0.0%-5.1%0.004%
5/9/2024 Blair William & Co. IL51,799$6.79M0.0%-48.8%0.021%
5/9/2024 Kingsview Wealth Management LLC1,634$214K0.0%N/A0.001%
5/9/2024 Midwest Professional Planners LTD.8,244$1.08M0.4%+167.1%0.003%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.293,762$38.51M0.1%+17.4%0.117%
5/9/2024 State Board of Administration of Florida Retirement System346,901$45.48M0.1%+24.9%0.138%
5/9/2024 Camelot Portfolios LLC13,489$1.77M1.7%-29.7%0.005%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.30,566$4.01M0.0%-23.6%0.012%
5/8/2024 Cozad Asset Management Inc.2,036$267K0.0%-14.7%0.001%
5/8/2024 Bleakley Financial Group LLC5,680$745K0.0%+14.7%0.002%
5/8/2024 ProShare Advisors LLC50,559$6.63M0.0%-2.1%0.020%
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5/8/2024 Avantax Advisory Services Inc.4,451$584K0.0%+2.6%0.002%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS99,049$12.98M0.1%+80.9%0.040%
5/8/2024 US Bancorp DE40,489$5.31M0.0%-12.6%0.016%
5/8/2024 Russell Investments Group Ltd.272,516$35.65M0.1%+34.5%0.109%
5/8/2024 Roffman Miller Associates Inc. PA5,416$710K0.0%-12.1%0.002%
5/8/2024 Headlands Technologies LLC4,055$532K0.1%N/A0.002%
5/7/2024 NorthRock Partners LLC6,330$830K0.1%+124.6%0.003%
5/7/2024 Choate Investment Advisors7,815$1.02M0.0%-5.6%0.003%
5/7/2024 Fiduciary Family Office LLC8,316$1.09M0.4%+107.5%0.003%
5/7/2024 Sei Investments Co.58,248$7.64M0.0%-39.3%0.023%
(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, 1,006 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), 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 820 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 58,863,614 shares in the last 24 months. This purchase volume represents approximately $6.11B in transactions.

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

Of the 627 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), Capital World Investors ($4.54M), FMR LLC ($2.91M), Vanguard Group Inc. ($2.68M), Allspring Global Investments Holdings LLC ($1.99M), State Street Corp ($1.81M), and Envestnet Asset Management Inc. ($1.70M).

How much institutional selling is happening at Discover Financial Services?

Institutional investors have sold a total of 54,497,757 shares in the last 24 months. This volume of shares sold represents approximately $5.76B in transactions.


This page (NYSE:DFS) was last updated on 5/28/2024 by MarketBeat.com Staff

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