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Discover Financial Services Ownership | Who Owns Discover Financial Services?

OverviewForecastRevenueFinancialsChartTranscripts

Discover Financial Services Ownership Summary

Discover Financial Services is owned by 83.10% institutional investors, 0.58% insiders, and 16.33% retail investors. Kbc group nv is the largest institutional shareholder, holding 0.37% of DFS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.13% of its assets in Discover Financial Services shares.

DFS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockDiscover Financial Services83.10%0.58%16.33%
SectorFinancial Services Stocks 86.48%14.02%-0.50%
IndustryCredit Services Stocks49.88%8.04%42.08%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Kbc group nv924.03K0.37%$160.07M
Sumitomo mitsui trust561.82K0.22%$97.32M
Canoe financial lp528.27K0.21%$91.51M
Nordea investment management ab342.08K0.14%$59.31M
Deroy & devereaux private investment counsel244.90K0.10%$42.42M
Gateway investment advisers212.78K0.08%$36.86M
Cboe vest financial187.34K0.07%$32.45M
Burney co/187.27K0.07%$32.44M
Calamos advisors111.05K0.04%$19.24M
Abrdn91.20K0.04%$15.81M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Eldred rock partners80.33K4.77%$13.89M
Deroy & devereaux private investment counsel244.90K2.43%$42.42M
Canoe financial lp528.27K1.49%$91.51M
Burney co/187.27K1.15%$32.44M
Lynch & associates/in21.39K0.80%$3.70M
Baker ellis asset management31.18K0.79%$5.40M
Fny investment advisers7.81K0.70%$1.35M
Alan b. lancz & associates3.35K0.59%$580.32K
Cboe vest financial187.34K0.57%$32.45M
Thompson investment management20.02K0.50%$3.47M

Top Buyers

HolderShares% AssetsChange
Kbc group nv924.03K0.44%147.56K
Fny investment advisers7.81K0.70%7.81K
Impact partnership wealth3.60K0.13%3.60K
Czech national bank54.44K0.09%3.29K
Sumitomo mitsui trust561.82K0.07%3.13K

Top Sellers

HolderShares% AssetsChange
International assets investment management---150.90K
Canoe financial lp528.27K1.49%-92.81K
Mount yale investment advisors5.09K0.07%-39.40K
Thompson investment management20.02K0.50%-37.17K
Steel peak wealth management---25.14K

New Positions

HolderShares% AssetsChangeValue
Fny investment advisers7.81K0.70%7.81K$1.35M
Impact partnership wealth3.60K0.13%3.60K$624.18K
Affinity wealth management2.92K0.09%2.92K$504.96K
Dlk investment management2.54K0.18%2.54K$439.83K
Brookstone capital management1.63K0.00%1.63K$281.55K

Sold Out

HolderChange
Mendota financial group-1.00
Horizon bancorp inc /in/-49.00
Steph-53.00
Mfa wealth advisors-135.00
Planned solutions-226.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20241,0873.13%208,570,713-1.93%831.16%47814.63%350-7.41%
Jun 30, 20241,054-1.22%212,679,2352.04%841.22%417-6.29%378-5.26%
Mar 31, 20241,0674.10%208,421,032-4.22%831.10%445-7.68%39918.40%
Dec 31, 20231,0258.24%217,594,6613.39%871.23%48219.60%337-2.03%
Sep 30, 2023947-6.24%210,462,867-0.67%841.20%4035.22%344-17.90%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv7.87M3.13%-27.61K
American Funds Washington Mutual A7.56M3.01%-
Capital Group Wash Mutual Invtrs Comp7.56M3.01%-
Vanguard Institutional 500 Index Trust6.80M2.71%48.03K
Vanguard Mid Cap Index Institutional5.40M2.15%43.84K
American Funds American Balanced A4.02M1.60%-
Capital Group Growth Fnd of Amer Comp3.30M1.31%-1.33M
American Funds Growth Fund of Amer A3.30M1.31%-1.33M
SPDR® S&P 500® ETF Trust3.14M1.25%23.68K
Fidelity 500 Index3.10M1.23%21.08K

Recent Insider Transactions

DateNameRoleActivityValue
Jan 26, 2024Greene John EVP, Chief Financial OfficerSell$3.75M
Mar 03, 2023Eichfeld Robert Andrew EVP - Chief HR & Admin OfficerSell$1.54M
Feb 02, 2023Minetti Carlos EVP, Pres. - Consumer BankingSell$826.00K
Feb 01, 2023Minetti Carlos EVP, Pres. - Consumer BankingSell$809.55K
Dec 07, 2022Moskow Michael H-Sell$135.68K

Insider Transactions Trends

DateBuySell
2024 Q2--
2024 Q1-1
2023 Q3--
2023 Q2--
2023 Q1-3

DFS Ownership FAQ

Who Owns Discover Financial Services?

Discover Financial Services shareholders are primarily institutional investors at 83.10%, followed by 0.58% insiders and 16.32% retail investors. The average institutional ownership in Discover Financial Services's industry, Credit Services Stocks, is 49.88%, which Discover Financial Services exceeds.

Who owns the most shares of Discover Financial Services?

Discover Financial Services’s largest shareholders are Kbc group nv (924.03K shares, 0.37%), Sumitomo mitsui trust (561.82K shares, 0.22%), and Canoe financial lp (528.27K shares, 0.21%). Together, they hold 0.80% of Discover Financial Services’s total shares outstanding.

Does Blackrock own Discover Financial Services?

BlackRock is not among the top 10 institutional shareholders of Discover Financial Services.

Who is Discover Financial Services’s biggest shareholder by percentage of total assets invested?

Eldred rock partners is Discover Financial Services’s biggest shareholder by percentage of total assets invested, with 4.77% of its assets in 80.33K Discover Financial Services shares, valued at 13.89M$.

Who is the top mutual fund holder of Discover Financial Services shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Discover Financial Services shares, with 3.13% of its total shares outstanding invested in 7.87M Discover Financial Services shares.

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