Discover Financial Services (DFS) Institutional Ownership

$127.70
+2.03 (+1.62%)
(As of 04/26/2024 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)
$4.49B
Number of
Institutional Sellers
(last 12 months)
440
Total
Institutional Outflows
(last 12 months)
$3.10B
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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
4/26/2024Pinnacle Associates Ltd.30,568$4.01M0.1%-5.6%0.012%
4/26/2024Securian Asset Management Inc.14,644$1.92M0.1%-7.0%0.006%
4/26/2024UMB 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%
4/26/2024GUNN & Co INVESTMENT MANAGEMENT INC.4,570$599K0.5%-92.5%0.002%
4/26/2024Yousif Capital Management LLC37,770$4.95M0.1%-2.3%0.015%
4/26/2024YHB Investment Advisors Inc.887$116K0.0%N/A0.000%
4/26/2024Deroy & Devereaux Private Investment Counsel Inc.240,940$31.59M1.9%-0.4%0.096%
4/26/2024First National Trust Co12,321$1.62M0.1%-36.3%0.005%
4/26/2024SYSTM Wealth Solutions LLC14,987$1.97M0.2%-73.9%0.006%
4/26/2024Sumitomo 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%
4/26/2024KG&L Capital Management LLC2,212$290K0.1%N/A0.001%
4/26/2024Verdence Capital Advisors LLC8,125$1.07M0.1%-7.1%0.003%
4/25/2024New York State Teachers Retirement System291,472$38.21M0.1%-2.3%0.116%
4/25/2024Inlet Private Wealth LLC3,100$406K0.1%N/A0.001%
4/25/2024Bank of New York Mellon Corp2,024,456$265.39M0.1%-3.7%0.808%
4/25/2024Smith Chas P & Associates PA Cpas55,494$7.28M0.4%-9.5%0.022%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 165,729$21.73M0.1%-31.5%0.066%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund44,878$5.88M0.1%-2.0%0.018%
4/25/2024Aaron 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%
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4/22/2024 IFM Investors Pty Ltd52,282$6.85M0.1%-2.0%0.021%
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%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.620,722$81.37M0.1%-0.3%0.248%
4/18/2024 SeaCrest Wealth Management LLC3,652$479K0.1%-16.8%0.001%
4/18/2024 Woodmont Investment Counsel LLC1,654$217K0.0%-47.2%0.001%
4/18/2024 Allspring Global Investments Holdings LLC34,025$4.46M0.0%-96.3%0.014%
4/18/2024 Park Place Capital Corp3,844$504K0.2%-35.2%0.002%
4/18/2024 HFG Advisors Inc.1,527$200K0.2%N/A0.001%
4/18/2024 Diversified Trust Co2,829$371K0.0%-58.6%0.001%
4/18/2024 SteelPeak Wealth LLC27,705$3.63M0.2%+159.9%0.011%
4/17/2024 River Street Advisors LLC9,932$1.30M0.9%+1.4%0.004%
4/17/2024 Vicus Capital1,706$224K0.0%N/A0.001%
4/17/2024 Romano Brothers AND Company2,346$308K0.0%-11.3%0.001%
4/17/2024 Griffin Asset Management Inc.15,736$2.06M0.2%-2.9%0.006%
4/16/2024 Trust Co. of Virginia VA1,698$223K0.0%N/A0.001%
4/16/2024 Astoria Portfolio Advisors LLC.2,204$267K0.1%-20.8%0.001%
4/16/2024 Pinnacle Bancorp Inc.213$28K0.0%-61.5%0.000%
4/16/2024 Atlantic Union Bankshares Corp16,653$2.18M0.2%+10.9%0.007%
4/16/2024 Capital Asset Advisory Services LLC3,133$394K0.0%-5.5%0.001%
4/16/2024 Wealth Enhancement Advisory Services LLC62,702$8.22M0.0%-3.2%0.025%
4/15/2024 Signet Financial Management LLC32,558$4.27M0.6%+11.2%0.013%
4/15/2024 Aspiriant LLC1,632$214K0.0%N/A0.001%
4/15/2024 CFM Wealth Partners LLC1,736$228K0.0%-15.3%0.001%
4/15/2024 West Paces Advisors Inc.316$41K0.0%+110.7%0.000%
4/15/2024 Thompson Investment Management Inc.58,382$7.65M1.2%-0.2%0.023%
4/12/2024 Riverview Trust Co257$34K0.0%N/A0.000%
4/12/2024 Gateway Investment Advisers LLC222,050$29.11M0.3%-1.1%0.089%
4/12/2024 Unison Advisors LLC44,768$5.87M0.6%+0.9%0.018%
4/12/2024 Global Assets Advisory LLC165,348$21.68M0.1%N/A0.066%
4/12/2024 AdvisorNet Financial Inc2,206$289K0.0%-33.2%0.001%
4/11/2024 Ballentine Partners LLC2,888$379K0.0%+3.1%0.001%
4/11/2024 Birch Capital Management LLC7,002$918K0.5%-12.8%0.003%
4/11/2024 Salem Investment Counselors Inc.31,725$4.16M0.1%-36.8%0.013%
4/11/2024Central Bank & Trust Co.2,807$368K0.1%-5.9%0.001%
4/11/2024 Gulf International Bank UK Ltd20,931$2.74M0.1%+0.6%0.008%
4/11/2024 Pflug Koory LLC3,150$413K0.2%-3.7%0.001%
4/11/2024 RFG Advisory LLC6,000$786K0.0%-6.7%0.002%
4/11/2024 Eldred Rock Partners LLC73,636$9.65M5.3%+1.3%0.029%
4/10/2024 Park Avenue Securities LLC40,070$5.25M0.1%+0.7%0.016%
4/10/2024 McLean Asset Management Corp1,779$223K0.1%N/A0.001%
4/10/2024 American National Bank1,038$136K0.0%+48.3%0.000%
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4/10/2024 Wedmont Private Capital2,117$265K0.0%N/A0.001%
4/10/2024 Banque Cantonale Vaudoise3,751$492K0.0%-73.2%0.001%
4/10/2024 Czech National Bank43,998$5.77M0.1%+0.5%0.018%
4/10/2024 Fulton Bank N.A.5,509$722K0.0%-32.4%0.002%
4/9/2024 Stolper Co50,742$6.65M2.4%+0.4%0.020%
4/9/2024 Alaska Permanent Fund Corp22,397$2.94M0.0%+6.4%0.009%
4/9/2024 Lynch & Associates IN28,810$3.78M0.9%-7.7%0.011%
4/9/2024 Massmutual Trust Co. FSB ADV854$112K0.0%+14.6%0.000%
4/9/2024 Rise Advisors LLC607$80K0.0%+25.2%0.000%
4/9/2024 Ferguson Wellman Capital Management Inc.17,008$2.23M0.0%-1.7%0.007%
(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 58,125,370 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 BlackRock Inc. ($1.47M).

How much institutional selling is happening at Discover Financial Services?

Institutional investors have sold a total of 53,030,591 shares in the last 24 months. This volume of shares sold represents approximately $5.44B in transactions.


This page (NYSE:DFS) was last updated on 4/28/2024 by MarketBeat.com Staff

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