Discover Financial Services (DFS) Institutional Ownership

$123.60
-0.01 (-0.01%)
(As of 05/8/2024 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)
546
Total
Institutional Inflows
(last 12 months)
$4.39B
Number of
Institutional Sellers
(last 12 months)
447
Total
Institutional Outflows
(last 12 months)
$3.11B
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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
5/9/2024Mitsubishi UFJ Asset Management Co. Ltd.293,762$38.51M0.1%+17.4%0.117%
5/9/2024State Board of Administration of Florida Retirement System346,901$45.48M0.1%+24.9%0.138%
5/9/2024Camelot Portfolios LLC13,489$1.77M1.7%-29.7%0.005%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.30,566$4.01M0.0%-23.6%0.012%
5/8/2024Cozad Asset Management Inc.2,036$267K0.0%-14.7%0.001%
5/8/2024Bleakley Financial Group LLC5,680$745K0.0%+14.7%0.002%
5/8/2024ProShare Advisors LLC50,559$6.63M0.0%-2.1%0.020%
5/8/2024Avantax Advisory Services Inc.4,451$584K0.0%+2.6%0.002%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS99,049$12.98M0.1%+80.9%0.040%
5/8/2024US Bancorp DE40,489$5.31M0.0%-12.6%0.016%
5/8/2024Russell 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%
5/7/2024 Bedel Financial Consulting Inc.1,768$232K0.0%-19.4%0.001%
5/7/2024 Montag A & Associates Inc.1,833$240K0.0%-42.5%0.001%
5/7/2024 Swiss National Bank748,890$98.17M0.1%-4.2%0.299%
5/7/2024 Forsta AP Fonden64,700$8.48M0.1%-32.5%0.026%
5/7/2024 Equity Investment Corp1,564$205K0.0%N/A0.001%
5/7/2024 Oppenheimer & Co. Inc.24,892$3.26M0.1%-68.3%0.010%
5/7/2024 Brooklyn Investment Group2,998$388K0.2%-8.8%0.001%
5/7/2024 Wealthspire Advisors LLC2,953$387K0.0%-5.4%0.001%
5/7/2024 SG Americas Securities LLC29,881$3.92M0.0%+130.3%0.012%
5/7/2024 Empowered Funds LLC10,854$1.42M0.0%-31.8%0.004%
5/6/2024 LSV Asset Management1,690,949$221.67M0.5%-6.7%0.675%
5/6/2024 Envestnet Portfolio Solutions Inc.65,483$8.58M0.0%-0.5%0.026%
5/6/2024 Empirical Finance LLC9,773$1.28M0.1%+3.1%0.004%
5/6/2024 OLD Second National Bank of Aurora21,624$2.84M0.7%-3.8%0.009%
5/4/2024 Geneos Wealth Management Inc.906$119K0.0%+97.0%0.000%
5/4/2024 WBI Investments LLC1,831$240K0.0%N/A0.001%
5/4/2024 Team Hewins LLC1,887$247K0.0%+5.5%0.001%
5/4/2024 Affinity Investment Advisors LLC2,573$337K0.2%-80.9%0.001%
5/3/2024 Signaturefd LLC6,744$884K0.0%+2.4%0.003%
5/3/2024 FDx Advisors Inc.1,620$212K0.0%-30.6%0.001%
5/3/2024 Coronation Fund Managers Ltd.60,737$7.96M0.2%-9.4%0.024%
5/3/2024 Chevy Chase Trust Holdings LLC138,676$18.18M0.1%-0.7%0.055%
5/3/2024 Easterly Investment Partners LLC1,575$206K0.0%N/A0.001%
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5/3/2024 Peoples Bank OH1,815$238K0.1%-6.8%0.001%
5/3/2024 Patron Partners LLC4,205$551K0.3%+4.4%0.002%
5/2/2024 Mutual of America Capital Management LLC32,785$4.30M0.0%-2.1%0.013%
5/2/2024 Fifth Lane Capital LP7,500$983K0.8%N/A0.003%
5/2/2024 FinTrust Capital Advisors LLC1,045$137K0.0%+39.9%0.000%
5/2/2024 Daiwa Securities Group Inc.24,749$3.24M0.0%+10.9%0.010%
5/2/2024 Graypoint LLC2,091$274K0.0%+12.5%0.001%
5/2/2024 Haverford Trust Co2,275$298K0.0%N/A0.001%
5/2/2024 Nordea Investment Management AB366,855$47.92M0.1%-5.0%0.146%
5/2/2024 Almanack Investment Partners LLC.1,883$247K0.0%N/A0.001%
5/2/2024 Bryn Mawr Capital Management LLC9,039$1.19M0.1%-54.0%0.004%
5/2/2024 Fidelis Capital Partners LLC6,197$812K0.1%+58.0%0.002%
5/2/2024 Tokio 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%
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%
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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%
(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 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 ($5.15M), 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 Dimensional Fund Advisors LP ($1.44M).

How much institutional buying is happening at Discover Financial Services?

Institutional investors have bought a total of 58,166,604 shares in the last 24 months. This purchase volume represents approximately $5.99B 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 53,491,974 shares in the last 24 months. This volume of shares sold represents approximately $5.51B in transactions.


This page (NYSE:DFS) was last updated on 5/9/2024 by MarketBeat.com Staff

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