Discover Financial Services Ownership 2024 | Who Owns Discover Financial Services Now?
Institutional Ownership
55.25%
Insider Ownership
0.57%
Retail Ownership
44.17%
Institutional Holders
766.00
Discover Financial Services Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 12.20% | 0.08% | 30,500,279 | 69,456 | 0.23% | 3,989,741,495 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 8.10% | 0.43% | 20,255,812 | 3,525,029 | 21.07% | 2,648,967,562 | Jun 30, 2024 |
| BLACKROCK INC. | 7.75% | 0.06% | 19,370,123 | 761,131 | 4.09% | 2,533,805,801 | Jun 30, 2024 |
| STATE STREET CORP | 4.17% | 0.06% | 10,417,443 | 73,561 | 0.71% | 1,362,705,719,000 | Jun 30, 2024 |
| FMR LLC | 2.77% | 0.06% | 6,935,635 | 365,941 | 5.57% | 907,250,497 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.44% | 0.07% | 6,091,221 | 70,039 | 1.16% | 797,158,627 | Jun 30, 2024 |
| MORGAN STANLEY | 1.88% | 0.05% | 4,687,571 | 97,034 | 2.11% | 613,181,468 | Jun 30, 2024 |
| NORGES BANK | 1.74% | 0.08% | 4,339,127 | 4,339,127 | 100.00% | 567,601,203 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.48% | 0.13% | 3,688,683 | -10,700 | -0.29% | 482,371,589 | Jun 30, 2024 |
| BRAVE WARRIOR ADVISORS, LLC | 1.38% | 10.03% | 3,460,972 | 150,895 | 4.56% | 452,729,747 | Jun 30, 2024 |
| SESSA CAPITAL IM, L.P. | 1.01% | 10.03% | 2,528,879 | -29,183 | -1.14% | 330,802,662 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.98% | 0.56% | 2,444,626 | -272,531 | -10.03% | 319,781,527 | Jun 30, 2024 |
| INVESCO LTD. | 0.96% | 0.07% | 2,398,821 | 135,993 | 6.01% | 313,789,763 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.94% | 0.05% | 2,353,979 | -13,768 | -0.58% | 307,923,994,000 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.82% | 0.06% | 2,048,973 | -37,851 | -1.81% | 268,025,608 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.81% | 0.05% | 2,029,452 | 4,996 | 0.25% | 265,472,574 | Jun 30, 2024 |
| SOUTHPOINT CAPITAL ADVISORS LP | 0.80% | 6.51% | 2,000,000 | 200,000 | 11.11% | 261,620,000 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.74% | 0.11% | 1,848,364 | -277,563 | -13.06% | 241,784,495 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.74% | 0.04% | 1,846,569 | 347,971 | 23.22% | 241,549,671 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 0.73% | 0.05% | 1,823,284 | 204,729 | 12.65% | 238,503,780 | Jun 30, 2024 |
Discover Financial Services's largest institutional shareholder is VANGUARD GROUP INC, holding 12.20% of the company's total share outstanding, currently valued at $3.99B. The top 10 institutional shareholders own together 43.90% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BRAVE WARRIOR ADVISORS, LLC | 1.38% | 10.03% | 3,460,972 | 150,895 | 4.56% | 452,729,747 | Jun 30, 2024 |
| SESSA CAPITAL IM, L.P. | 1.01% | 10.03% | 2,528,879 | -29,183 | -1.14% | 330,802,662 | Jun 30, 2024 |
| HST VENTURES, LLC | 0.06% | 9.11% | 154,250 | -138,236 | -47.26% | 20,177,443 | Jun 30, 2024 |
| 14B CAPTIAL MANAGEMENT LP | 0.06% | 8.99% | 147,000 | 40,000 | 37.38% | 19,229,070 | Jun 30, 2024 |
| KHROM CAPITAL MANAGEMENT LLC | 0.13% | 8.01% | 324,065 | -9,740 | -2.92% | 42,390,943 | Jun 30, 2024 |
| SOUTHPOINT CAPITAL ADVISORS LP | 0.80% | 6.51% | 2,000,000 | 200,000 | 11.11% | 261,620,000 | Jun 30, 2024 |
| BRUNI J V & CO /CO | 0.15% | 6.16% | 377,985 | -5,088 | -1.33% | 49,444,218 | Jun 30, 2024 |
| BERYL CAPITAL MANAGEMENT LLC | 0.06% | 5.67% | 144,102 | 144,102 | 100.00% | 18,849,983 | Jun 30, 2024 |
| BLUEMAR CAPITAL MANAGEMENT, LLC | 0.01% | 5.66% | 20,750 | -2,655 | -11.34% | 2,714,308 | Jun 30, 2024 |
| ELSER FINANCIAL PLANNING, INC | 0.28% | 5.46% | 696,005 | 696,005 | 100.00% | 32,714,568 | Jun 30, 2024 |
| ALPINE ASSOCIATES MANAGEMENT INC. | 0.34% | 5.38% | 859,494 | -140,113 | -14.02% | 112,430,411 | Jun 30, 2024 |
| PHASE 2 PARTNERS, LLC | 0.03% | 5.25% | 66,660 | 21,107 | 46.34% | 8,719,795 | Jun 30, 2024 |
| ONE FIN CAPITAL MANAGEMENT LP | 0.04% | 4.69% | 100,000 | - | - | 13,081,000 | Jun 30, 2024 |
| ELDRED ROCK PARTNERS, LLC | 0.03% | 4.20% | 76,754 | 3,118 | 4.23% | 10,040,248 | Jun 30, 2024 |
| LB PARTNERS LLC | 0.01% | 3.96% | 36,350 | -2,500 | -6.43% | 4,754,944 | Jun 30, 2024 |
| BRONTE CAPITAL MANAGEMENT PTY LTD. | 0.13% | 3.34% | 326,594 | 78,535 | 31.66% | 42,721,761 | Jun 30, 2024 |
| SCULPTOR CAPITAL LP | 0.52% | 3.21% | 1,303,522 | -13,100 | -0.99% | 170,513,713 | Jun 30, 2024 |
| 0.01% | 3.17% | 36,965 | 36,965 | 100.00% | 4,835,392 | Jun 30, 2024 | |
| TURTLE CREEK ASSET MANAGEMENT INC. | 0.35% | 2.93% | 871,212 | -34,550 | -3.81% | 113,963,242 | Jun 30, 2024 |
| BOUSSARD & GAVAUDAN INVESTMENT MANAGEMENT LLP | 0.05% | 2.81% | 136,504 | 90,200 | 194.80% | 17,639,046 | Jun 30, 2024 |
The largest Discover Financial Services shareholder by % of total assets is BRAVE WARRIOR ADVISORS, LLC. The company owns 3.46M shares of Discover Financial Services (DFS), representing 10.03% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.74% | 0.08% | 4,339,127 | 4,339,127 | 100.00% | 567,601,203 | Jun 30, 2024 |
| CAPITAL WORLD INVESTORS | 8.10% | 0.43% | 20,255,812 | 3,525,029 | 21.07% | 2,648,967,562 | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | 0.68% | 0.25% | 1,699,474 | 1,618,401 | 1996.23% | 222,308,201 | Jun 30, 2024 |
| LAURION CAPITAL MANAGEMENT LP | 0.40% | 1.56% | 1,005,532 | 1,005,532 | 100.00% | 131,533,641 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.73% | 0.21% | 1,815,764 | 803,021 | 79.29% | 237,520,000 | Jun 30, 2024 |
| BLACKROCK INC. | 7.75% | 0.06% | 19,370,123 | 761,131 | 4.09% | 2,533,805,801 | Jun 30, 2024 |
| ELSER FINANCIAL PLANNING, INC | 0.28% | 5.46% | 696,005 | 696,005 | 100.00% | 32,714,568 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.73% | 0.07% | 1,822,450 | 652,275 | 55.74% | 238,394,683 | Jun 30, 2024 |
| MOORE CAPITAL MANAGEMENT, LP | 0.26% | 1.45% | 640,912 | 620,912 | 3104.56% | 83,837,699 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.59% | 0.09% | 1,469,889 | 558,469 | 61.27% | 192,276,179 | Jun 30, 2024 |
| SAMLYN CAPITAL, LLC | 0.26% | 1.41% | 646,691 | 508,504 | 367.98% | 84,593,650 | Jun 30, 2024 |
| EAGLE CAPITAL MANAGEMENT LLC | 0.62% | 0.75% | 1,545,337 | 508,296 | 49.01% | 202,145,533 | Jun 30, 2024 |
| FMR LLC | 2.77% | 0.06% | 6,935,635 | 365,941 | 5.57% | 907,250,497 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.74% | 0.04% | 1,846,569 | 347,971 | 23.22% | 241,549,671 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.46% | 0.02% | 1,141,160 | 277,841 | 32.18% | 149,277,000 | Jun 30, 2024 |
| MANGROVE PARTNERS | 0.11% | 2.70% | 268,771 | 268,771 | 100.00% | 35,157,935 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 0.73% | 0.05% | 1,823,284 | 204,729 | 12.65% | 238,503,780 | Jun 30, 2024 |
| SOUTHPOINT CAPITAL ADVISORS LP | 0.80% | 6.51% | 2,000,000 | 200,000 | 11.11% | 261,620,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.35% | 0.03% | 862,650 | 196,303 | 29.46% | 112,843,246 | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | 0.08% | 0.82% | 193,200 | 193,200 | 100.00% | 25,272,492 | Jun 30, 2024 |
As of Jun 30 2024, Discover Financial Services's largest institutional buyer is NORGES BANK. The company purchased 4.34M stocks of DFS, valued at $567.60M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BOSTON PARTNERS | 0.68% | 0.28% | 1,693,764 | -2,358,813 | -58.21% | 221,565,035 | Jun 30, 2024 |
| PENTWATER CAPITAL MANAGEMENT LP | - | - | - | -1,550,000 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.33% | 0.03% | 823,940 | -1,459,828 | -63.92% | 107,782,000 | Jun 30, 2024 |
| PALESTRA CAPITAL MANAGEMENT LLC | - | - | - | -921,858 | -100.00% | - | Jun 30, 2024 |
| EMINENCE CAPITAL, LP | - | - | - | -917,048 | -100.00% | - | Jun 30, 2024 |
| PRIMECAP MANAGEMENT CO/CA/ | 0.31% | 0.07% | 766,213 | -502,780 | -39.62% | 100,228,323 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.11% | 0.02% | 285,512 | -478,551 | -62.63% | 37,347,947,000 | Jun 30, 2024 |
| DUQUESNE FAMILY OFFICE LLC | 0.07% | 0.75% | 167,255 | -477,950 | -74.08% | 21,879,000 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.22% | 0.02% | 559,563 | -445,464 | -44.32% | 73,197,000 | Jun 30, 2024 |
| RATHBONES GROUP PLC | 0.00% | 0.00% | 3,193 | -303,095 | -98.96% | 417,675 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.23% | 0.02% | 567,109 | -280,043 | -33.06% | 71,733,605 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.74% | 0.11% | 1,848,364 | -277,563 | -13.06% | 241,784,495 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.98% | 0.56% | 2,444,626 | -272,531 | -10.03% | 319,781,527 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.22% | 0.08% | 549,089 | -268,244 | -32.82% | 71,826,663 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 0.04% | 0.00% | 96,493 | -228,335 | -70.29% | 12,622,249 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.68% | 0.02% | 1,688,661 | -221,166 | -11.58% | 220,893,874 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | - | - | - | -219,544 | -100.00% | - | Jun 30, 2024 |
| WOODLINE PARTNERS LP | 0.01% | 0.04% | 31,424 | -207,325 | -86.84% | 4,110,573 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | 0.05% | 0.01% | 121,091 | -204,864 | -62.85% | 15,839,905 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.67% | 0.22% | 1,685,832 | -190,213 | -10.14% | 220,523,683 | Jun 30, 2024 |
As of Jun 30 2024, Discover Financial Services's biggest institutional seller is BOSTON PARTNERS. The company sold -2.36M shares of DFS, valued at $221.57M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.74% | 0.08% | 4,339,127 | 4,339,127 | 100.00% | 567,601,203 | Jun 30, 2024 |
| LAURION CAPITAL MANAGEMENT LP | 0.40% | 1.56% | 1,005,532 | 1,005,532 | 100.00% | 131,533,641 | Jun 30, 2024 |
| ELSER FINANCIAL PLANNING, INC | 0.28% | 5.46% | 696,005 | 696,005 | 100.00% | 32,714,568 | Jun 30, 2024 |
| MANGROVE PARTNERS | 0.11% | 2.70% | 268,771 | 268,771 | 100.00% | 35,157,935 | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | 0.08% | 0.82% | 193,200 | 193,200 | 100.00% | 25,272,492 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.07% | 0.05% | 178,419 | 178,419 | 100.00% | 23,338,989 | Jun 30, 2024 |
| BERYL CAPITAL MANAGEMENT LLC | 0.06% | 5.67% | 144,102 | 144,102 | 100.00% | 18,849,983 | Jun 30, 2024 |
| CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | 0.03% | 0.10% | 76,561 | 76,561 | 100.00% | 10,014,944 | Jun 30, 2024 |
| BORNITE CAPITAL MANAGEMENT LP | 0.03% | 1.62% | 75,000 | 75,000 | 100.00% | 9,810,750 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.05% | 65,158 | 65,158 | 100.00% | 8,523,318 | Jun 30, 2024 |
| TEJARA CAPITAL LTD | 0.02% | 2.40% | 50,400 | 50,400 | 100.00% | 6,592,824 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.02% | 0.04% | 42,713 | 42,713 | 100.00% | 5,587,000 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.06% | 42,678 | 42,678 | 100.00% | 5,583,000 | Jun 30, 2024 |
| 0.01% | 3.17% | 36,965 | 36,965 | 100.00% | 4,835,392 | Jun 30, 2024 | |
| CARMIGNAC GESTION | 0.01% | 0.07% | 31,338 | 31,338 | 100.00% | 4,099,324 | Jun 30, 2024 |
| 0.01% | 2.72% | 28,650 | 28,650 | 100.00% | 3,747,707 | Jun 30, 2024 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.01% | 25,713 | 25,713 | 100.00% | 3,363,518 | Jun 30, 2024 |
| IMA WEALTH, INC. | 0.01% | 0.60% | 20,421 | 20,421 | 100.00% | 2,671,272 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.06% | 19,326 | 19,326 | 100.00% | 2,528,034 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.01% | 0.00% | 16,813 | 16,813 | 100.00% | 2,199,000 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.01% | 0.00% | 14,100 | 14,100 | 100.00% | 1,844,421 | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | 0.01% | 0.04% | 14,012 | 14,012 | 100.00% | 1,832,910 | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | 0.01% | 0.19% | 13,597 | 13,597 | 100.00% | 1,778,624 | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.00% | 0.08% | 12,144 | 12,144 | 100.00% | 1,588,557 | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | 0.00% | 0.15% | 10,563 | 10,563 | 100.00% | 1,381,746 | Jun 30, 2024 |
| BRIDGES INVESTMENT MANAGEMENT INC | 0.00% | 0.02% | 10,528 | 10,528 | 100.00% | 1,377,168 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.00% | 0.01% | 8,708 | 8,708 | 100.00% | 1,139,093 | Jun 30, 2024 |
| MEDIOLANUM INTERNATIONAL FUNDS LTD | 0.00% | 0.02% | 8,103 | 8,103 | 100.00% | 935,945 | Jun 30, 2024 |
| CHOREO, LLC | 0.00% | 0.02% | 7,975 | 7,975 | 100.00% | 1,058,996 | Jun 30, 2024 |
| CYPRESS FINANCIAL PLANNING LLC | 0.00% | 0.41% | 7,500 | 7,500 | 100.00% | 981,075 | Jun 30, 2024 |
| STRATEGY ASSET MANAGERS LLC | 0.00% | 0.18% | 7,121 | 7,121 | 100.00% | 832,089 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.00% | 0.00% | 5,900 | 5,900 | 100.00% | 771,779 | Jun 30, 2024 |
| GLOBAL ENDOWMENT MANAGEMENT, LP | 0.00% | 0.08% | 5,884 | 5,884 | 100.00% | 769,686 | Jun 30, 2024 |
| MACHINA CAPITAL S.A.S. | 0.00% | 0.33% | 5,599 | 5,599 | 100.00% | 732,405 | Jun 30, 2024 |
| MINT TOWER CAPITAL MANAGEMENT B.V. | 0.00% | 0.21% | 5,000 | 5,000 | 100.00% | 654,000 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL SARL | 0.00% | 0.02% | 4,832 | 4,832 | 100.00% | 632,074 | Jun 30, 2024 |
| AGF MANAGEMENT LTD | 0.00% | 0.00% | 4,589 | 4,589 | 100.00% | 600,287 | Jun 30, 2024 |
| VERITY & VERITY, LLC | 0.00% | 0.06% | 4,068 | 4,068 | 100.00% | 532,135 | Jun 30, 2024 |
| ALAN B. LANCZ & ASSOCIATES, INC. | 0.00% | 0.50% | 3,850 | 3,850 | 100.00% | 503,619 | Jun 30, 2024 |
| DIVERSIFY ADVISORY SERVICES, LLC | 0.00% | 0.02% | 3,466 | 3,466 | 100.00% | 450,611 | Jun 30, 2024 |
| CONCURRENT INVESTMENT ADVISORS, LLC | 0.00% | 0.01% | 3,461 | 3,461 | 100.00% | 452,755 | Jun 30, 2024 |
| FRANK, RIMERMAN ADVISORS LLC | 0.00% | 0.03% | 3,170 | 3,170 | 100.00% | 414,668 | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | 0.00% | 0.08% | 3,039 | 3,039 | 100.00% | 397,532 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.03% | 2,908 | 2,908 | 100.00% | 380,395 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.00% | 0.00% | 2,621 | 2,621 | 100.00% | 342,853 | Jun 30, 2024 |
| J.W. COLE ADVISORS, INC. | 0.00% | 0.02% | 2,614 | 2,614 | 100.00% | 341,842 | Jun 30, 2024 |
| WEDGEWOOD INVESTORS INC /PA/ | 0.00% | 0.39% | 2,520 | 2,520 | 100.00% | 329,641 | Jun 30, 2024 |
| LEGACY CAPITAL WEALTH PARTNERS, LLC | 0.00% | 0.08% | 2,508 | 2,508 | 100.00% | 328,060 | Jun 30, 2024 |
| HARVEST MANAGEMENT LLC | 0.00% | 0.25% | 2,500 | 2,500 | 100.00% | 327,025 | Jun 30, 2024 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 0.00% | 0.01% | 2,295 | 2,295 | 100.00% | 300,209 | Jun 30, 2024 |
| SENDERO WEALTH MANAGEMENT, LLC | 0.00% | 0.05% | 2,139 | 2,139 | 100.00% | 279,803 | Jun 30, 2024 |
| SPEARS ABACUS ADVISORS LLC | 0.00% | 0.01% | 2,103 | 2,103 | 100.00% | 275,093 | Jun 30, 2024 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 0.00% | 0.02% | 2,037 | 2,037 | 100.00% | 266,000 | Jun 30, 2024 |
| VISE TECHNOLOGIES, INC. | 0.00% | 0.05% | 1,963 | 1,963 | 100.00% | 256,780 | Jun 30, 2024 |
| LEE DANNER & BASS INC | 0.00% | 0.02% | 1,825 | 1,825 | 100.00% | 239,000 | Jun 30, 2024 |
| ARKADIOS WEALTH ADVISORS | 0.00% | 0.02% | 1,769 | 1,769 | 100.00% | 231,468 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.00% | 0.00% | 1,742 | 1,742 | 100.00% | 227,871 | Jun 30, 2024 |
| TWIN PEAKS WEALTH ADVISORS, LLC | 0.00% | 0.11% | 1,689 | 1,689 | 100.00% | 220,938 | Jun 30, 2024 |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 0.00% | 0.01% | 1,643 | 1,643 | 100.00% | 214,921 | Jun 30, 2024 |
| AMERICANA PARTNERS, LLC | 0.00% | 0.02% | 1,567 | 1,567 | 100.00% | 204,979 | Jun 30, 2024 |
| HHM WEALTH ADVISORS, LLC | 0.00% | 0.02% | 1,250 | 1,250 | 100.00% | 163,513 | Jun 30, 2024 |
| 0.00% | 0.06% | 771 | 771 | 100.00% | 100,855 | Jun 30, 2024 | |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.04% | 368 | 368 | 100.00% | 48,128 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.01% | 197 | 197 | 100.00% | 25,770 | Jun 30, 2024 |
| WFA OF SAN DIEGO, LLC | 0.00% | 0.02% | 150 | 150 | 100.00% | 19,622 | Jun 30, 2024 |
| MFA WEALTH ADVISORS, LLC | 0.00% | 0.00% | 135 | 135 | 100.00% | 17,659 | Jun 30, 2024 |
| FAMILY FIRM, INC. | - | 0.00% | 121 | 121 | 100.00% | 15,861 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | - | 0.00% | 105 | 105 | 100.00% | 13,735 | Jun 30, 2024 |
| ELEQUIN SECURITIES, LLC | - | 0.00% | 71 | 71 | 100.00% | 9,288 | Jun 30, 2024 |
| ESL TRUST SERVICES, LLC | - | 0.00% | 67 | 67 | 100.00% | 8,764 | Jun 30, 2024 |
| PRINCETON GLOBAL ASSET MANAGEMENT LLC | - | 0.00% | 65 | 65 | 100.00% | 8,503 | Jun 30, 2024 |
| LEGEND FINANCIAL ADVISORS, INC. | - | 0.00% | 46 | 46 | 100.00% | 6,017 | Jun 30, 2024 |
| ITAU UNIBANCO HOLDING S.A. | - | 0.00% | 45 | 45 | 100.00% | 5,886 | Jun 30, 2024 |
| PITTENGER & ANDERSON INC | - | 0.00% | 40 | 40 | 100.00% | 5,233 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | - | 0.00% | 25 | 25 | 100.00% | 3,270 | Jun 30, 2024 |
| UNIQUE WEALTH STRATEGIES, LLC | - | 0.00% | 20 | 20 | 100.00% | 2,622 | Jun 30, 2024 |
| RUEDI WEALTH MANAGEMENT, INC. | - | 0.00% | 13 | 13 | 100.00% | 1,701 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | - | 0.00% | 12 | 12 | 100.00% | 1,570 | Jun 30, 2024 |
| EVOLUTION ADVISERS, INC. | - | 0.00% | 10 | 10 | 100.00% | 1,000 | Jun 30, 2024 |
| STRENGTHENING FAMILIES & COMMUNITIES, LLC | - | 0.00% | 6 | 6 | 100.00% | 1,000 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 5 | 5 | 100.00% | 654 | Jun 30, 2024 |
Discover Financial Services's largest new institutional shareholder by number of shares is NORGES BANK, purchased 4.34M shares, valued at $567.60M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PENTWATER CAPITAL MANAGEMENT LP | - | - | - | -1,550,000 | -100.00% | - | Jun 30, 2024 |
| PALESTRA CAPITAL MANAGEMENT LLC | - | - | - | -921,858 | -100.00% | - | Jun 30, 2024 |
| EMINENCE CAPITAL, LP | - | - | - | -917,048 | -100.00% | - | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | - | - | - | -219,544 | -100.00% | - | Jun 30, 2024 |
| TODD ASSET MANAGEMENT LLC | - | - | - | -172,177 | -100.00% | - | Jun 30, 2024 |
| GLOBAL ASSETS ADVISORY, LLC | - | - | - | -165,348 | -100.00% | - | Jun 30, 2024 |
| SEIZERT CAPITAL PARTNERS, LLC | - | - | - | -140,621 | -100.00% | - | Jun 30, 2024 |
| MELQART ASSET MANAGEMENT (UK) LTD | - | - | - | -128,471 | -100.00% | - | Jun 30, 2024 |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | - | - | - | -124,127 | -100.00% | - | Jun 30, 2024 |
| HUDSON BAY CAPITAL MANAGEMENT LP | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | - | - | - | -93,517 | -100.00% | - | Jun 30, 2024 |
| WINMILL & CO. INC | - | - | - | -77,500 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -66,701 | -100.00% | - | Jun 30, 2024 |
| CORONATION FUND MANAGERS LTD. | - | - | - | -60,737 | -100.00% | - | Jun 30, 2024 |
| CAXTON ASSOCIATES LP | - | - | - | -58,672 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -42,500 | -100.00% | - | Jun 30, 2024 |
| ULYSSES MANAGEMENT LLC | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
| SLOTNIK CAPITAL, LLC | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
| EISLER CAPITAL (UK) LTD. | - | - | - | -28,600 | -100.00% | - | Jun 30, 2024 |
| WISCONSIN CAPITAL MANAGEMENT LLC | - | - | - | -27,590 | -100.00% | - | Jun 30, 2024 |
| EISLER CAPITAL (US) LLC | - | - | - | -25,000 | -100.00% | - | Jun 30, 2024 |
| ATHOS CAPITAL LTD | - | - | - | -21,200 | -100.00% | - | Jun 30, 2024 |
| 683 CAPITAL MANAGEMENT, LLC | - | - | - | -20,000 | -100.00% | - | Jun 30, 2024 |
| LMR PARTNERS LLP | - | - | - | -19,993 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | - | - | - | -17,500 | -100.00% | - | Jun 30, 2024 |
| TORNO CAPITAL, LLC | - | - | - | -16,500 | -100.00% | - | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -14,987 | -100.00% | - | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | - | - | - | -14,784 | -100.00% | - | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | - | - | - | -13,353 | -100.00% | - | Jun 30, 2024 |
| FLOW STATE INVESTMENTS, L.P. | - | - | - | -13,000 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -12,292 | -100.00% | - | Jun 30, 2024 |
| DLD ASSET MANAGEMENT, LP | - | - | - | -10,700 | -100.00% | - | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | - | - | - | -10,617 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -10,600 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -10,085 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -8,200 | -100.00% | - | Jun 30, 2024 |
| DYNASTY WEALTH MANAGEMENT, LLC | - | - | - | -7,895 | -100.00% | - | Jun 30, 2024 |
| FIFTH LANE CAPITAL, LP | - | - | - | -7,500 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -6,996 | -100.00% | - | Jun 30, 2024 |
| TIG ADVISORS, LLC | - | - | - | -6,645 | -100.00% | - | Jun 30, 2024 |
| ONTARIO TEACHERS PENSION PLAN BOARD | - | - | - | -6,346 | -100.00% | - | Jun 30, 2024 |
| ARGENT TRUST CO | - | - | - | -5,472 | -100.00% | - | Jun 30, 2024 |
| MAVERICK CAPITAL LTD | - | - | - | -5,334 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -5,086 | -100.00% | - | Jun 30, 2024 |
| MORK CAPITAL MANAGEMENT, LLC | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | - | - | - | -4,549 | -100.00% | - | Jun 30, 2024 |
| ACHMEA INVESTMENT MANAGEMENT B.V. | - | - | - | -4,191 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -4,055 | -100.00% | - | Jun 30, 2024 |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC | - | - | - | -3,572 | -100.00% | - | Jun 30, 2024 |
| CERTUITY, LLC | - | - | - | -2,969 | -100.00% | - | Jun 30, 2024 |
| ONE WEALTH ADVISORS, LLC | - | - | - | -2,760 | -100.00% | - | Jun 30, 2024 |
| AFFINITY INVESTMENT ADVISORS, LLC | - | - | - | -2,573 | -100.00% | - | Jun 30, 2024 |
| GARRISON POINT ADVISORS, LLC | - | - | - | -2,531 | -100.00% | - | Jun 30, 2024 |
| CORTON CAPITAL INC. | - | - | - | -2,470 | -100.00% | - | Jun 30, 2024 |
| SIENNA GESTION | - | - | - | -2,159 | -100.00% | - | Jun 30, 2024 |
| DAKOTA WEALTH MANAGEMENT | - | - | - | -2,119 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -2,092 | -100.00% | - | Jun 30, 2024 |
| MUTUAL ADVISORS, LLC | - | - | - | -2,080 | -100.00% | - | Jun 30, 2024 |
| COMMUNITY BANK OF RAYMORE | - | - | - | -2,060 | -100.00% | - | Jun 30, 2024 |
| CARDIFF PARK ADVISORS, LLC | - | - | - | -2,028 | -100.00% | - | Jun 30, 2024 |
| RENASANT BANK | - | - | - | -1,970 | -100.00% | - | Jun 30, 2024 |
| ASB CONSULTORES, LLC | - | - | - | -1,912 | -100.00% | - | Jun 30, 2024 |
| TEAM HEWINS, LLC | - | - | - | -1,887 | -100.00% | - | Jun 30, 2024 |
| IQ EQ FUND MANAGEMENT (IRELAND) LTD | - | - | - | -1,869 | -100.00% | - | Jun 30, 2024 |
| WBI INVESTMENTS, INC. | - | - | - | -1,831 | -100.00% | - | Jun 30, 2024 |
| BECKER CAPITAL MANAGEMENT INC | - | - | - | -1,773 | -100.00% | - | Jun 30, 2024 |
| WOODMONT INVESTMENT COUNSEL LLC | - | - | - | -1,654 | -100.00% | - | Jun 30, 2024 |
| ASPIRIANT, LLC | - | - | - | -1,632 | -100.00% | - | Jun 30, 2024 |
| OBSIDIAN PERSONAL PLANNING SOLUTIONS LLC | - | - | - | -1,630 | -100.00% | - | Jun 30, 2024 |
| FDX ADVISORS, INC. | - | - | - | -1,620 | -100.00% | - | Jun 30, 2024 |
| DELAP WEALTH ADVISORY, LLC | - | - | - | -1,562 | -100.00% | - | Jun 30, 2024 |
| HFG ADVISORS, INC. | - | - | - | -1,527 | -100.00% | - | Jun 30, 2024 |
| TOBAM | - | - | - | -1,361 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -887 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -635 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -578 | -100.00% | - | Jun 30, 2024 |
| CARMICHAEL HILL & ASSOCIATES, INC. | - | - | - | -300 | -100.00% | - | Jun 30, 2024 |
| NEW COVENANT TRUST COMPANY, N.A. | - | - | - | -257 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -144 | -100.00% | - | Jun 30, 2024 |
| FRONT ROW ADVISORS LLC | - | - | - | -99 | -100.00% | - | Jun 30, 2024 |
| PLATO INVESTMENT MANAGEMENT LTD | - | - | - | -70 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -31 | -100.00% | - | Jun 30, 2024 |
| MAIN STREET GROUP, LTD | - | - | - | -25 | -100.00% | - | Jun 30, 2024 |
| BYRNE ASSET MANAGEMENT LLC | - | - | - | -24 | -100.00% | - | Jun 30, 2024 |
| LIFESTEPS FINANCIAL, INC. | - | - | - | -15 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -12 | -100.00% | - | Jun 30, 2024 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
| TD CAPITAL MANAGEMENT LLC | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
| RAKUTEN SECURITIES, INC. | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
Discover Financial Services's largest sold out institutional shareholder by shares sold is PENTWATER CAPITAL MANAGEMENT LP, sold -1.55M shares, valued at -, as of undefined.
Discover Financial Services Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| HIGHLAND FUNDS II | 33.79% | 500,000 | - | - | Dec 31, 2023 |
| HIGHLAND FUNDS II | 16.89% | 250,000 | - | - | Dec 31, 2023 |
| Clough Global Dividend & Income Fund | 7.14% | 750,000 | - | - | Jan 31, 2024 |
| FOXBY CORP. | 2.00% | 3,500 | 3,500 | - | Dec 31, 2023 |
| Nuveen Tax-Advantaged Dividend Growth Fund | 1.91% | 1,250,000 | - | - | Sep 30, 2021 |
| VANGUARD VALLEY FORGE FUNDS | 1.83% | 953,000 | - | - | Mar 31, 2024 |
| DIVIDEND & INCOME FUND | 1.70% | 74,000 | - | - | Dec 31, 2023 |
| CONCORDE FUNDS INC | 1.59% | 200,000 | - | - | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS II | 1.37% | 2,206,700 | - | - | Feb 29, 2024 |
| YieldStreet Prism Fund Inc. | 1.34% | 1,850,000 | - | - | Mar 31, 2024 |
| CONCORDE FUNDS INC | 1.19% | 150,000 | - | - | Mar 31, 2024 |
| EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND | 1.17% | 7,700,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | 1.06% | 7,200,000 | - | - | Jan 31, 2024 |
| Collaborative Investment Series Trust | 1.02% | 160,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| WISCONSIN CAPITAL FUNDS INC | 0.91% | 250,000 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.91% | 750,000 | - | - | Dec 31, 2023 |
| LEGG MASON PARTNERS INVESTMENT TRUST | 0.91% | 46,105,000 | 1,214,000 | 2.70% | Mar 28, 2024 |
| AMG Funds IV | 0.83% | 2,500,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK PREMIUM DIVIDEND FUND | 0.82% | 5,500,000 | - | - | Jan 31, 2024 |
| Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | 0.80% | 1,460,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND | 0.79% | 4,300,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND III | 0.78% | 4,500,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND II | 0.78% | 3,400,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.77% | 400,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Fixed Income Series, Inc. | 0.76% | 1,555,000 | - | - | Mar 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Income Fund | 0.75% | 23,862 | -829 | -3.36% | Mar 31, 2024 |
| LORD ABBETT MID CAP STOCK FUND INC | 0.74% | 200,780 | - | - | Mar 31, 2024 |
| EATON VANCE TAX ADVANTAGED GLOBAL DIVIDEND INCOME FUND | 0.70% | 4,000,000 | - | - | Jan 31, 2024 |
| Axonic Funds | 0.66% | 20,000,000 | - | - | Jan 31, 2024 |
| PIONEER EQUITY INCOME FUND | 0.64% | 142,827 | - | - | Jan 31, 2024 |
| ASSET MANAGEMENT FUND | 0.63% | 12,942 | - | - | Mar 28, 2024 |
| Invesco Management Trust | 0.63% | 11,861,000 | - | - | Feb 29, 2024 |
| PARNASSUS INCOME FUNDS | 0.61% | 3,500,000 | - | - | Mar 31, 2024 |
| JNL INVESTORS SERIES TRUST | 0.60% | 2,000,000 | - | - | Sep 30, 2020 |
| Milliman Variable Insurance Trust | 0.59% | 249 | -19 | -7.09% | Mar 31, 2024 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST | 0.57% | 25,000,000 | - | - | Jan 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 0.56% | 65,245 | - | - | Mar 31, 2024 |
| Nuveen Variable Rate Preferred & Income Fund | 0.56% | 3,690,000 | - | - | Jan 31, 2024 |
| PIONEER MID CAP VALUE FUND | 0.56% | 98,404 | - | - | Jan 31, 2024 |
| Arrow Investments Trust | 0.55% | 1,047,000 | - | - | Jan 31, 2024 |
| JNL INVESTORS SERIES TRUST | 0.54% | 1,817,000 | - | - | Sep 30, 2020 |
| PARNASSUS FUNDS | 0.53% | 800,869 | - | - | Mar 31, 2024 |
| TRUST FOR CREDIT UNIONS | 0.52% | 2,350,000 | - | - | Feb 28, 2023 |
| Calamos Long/Short Equity & Dynamic Income Trust | 0.47% | 650,000 | - | - | Jan 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Strategy Fund | 0.45% | 5,120 | - | - | Mar 31, 2023 |
| LORD ABBETT RESEARCH FUND INC | 0.45% | 432,300 | - | - | Feb 29, 2024 |
| Tax-Managed Value Portfolio | 0.45% | 43,301 | - | - | Jan 31, 2024 |
| Voya VARIABLE FUNDS | 0.44% | 381,850 | - | - | Mar 31, 2024 |
| COPLEY FUND INC /NV/ | 0.44% | 6,000 | - | - | Nov 30, 2022 |
| BNY Mellon Investment Funds VII, Inc. | 0.43% | 450,000 | - | - | Jan 31, 2024 |
| LORD ABBETT AFFILIATED FUND INC | 0.42% | 597,205 | - | - | Jan 31, 2024 |
| PFM Multi-Manager Series Trust | 0.39% | 325,000 | - | - | Dec 31, 2023 |
| 2nd Vote Funds | 0.39% | 3,704 | - | - | Jun 30, 2023 |
| NUVEEN TAX ADVANTAGED TOTAL RETURN STRATEGY FUND | 0.38% | 275,000 | - | - | Sep 30, 2021 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.38% | 144,856 | - | - | Mar 31, 2024 |
| North Square Investments Trust | 0.38% | 3,653,000 | 500,000 | 15.86% | Feb 29, 2024 |
| Federated Hermes Equity Income Fund, Inc. | 0.37% | 54,725 | - | - | Feb 29, 2024 |
| Virtus Global Multi-Sector Income Fund | 0.36% | 570,000 | - | - | Feb 29, 2024 |
| Virtus Total Return Fund Inc. | 0.36% | 705,000 | - | - | Feb 29, 2024 |
| Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund | 0.34% | 6,776,000 | -2,000,000 | -22.79% | Jan 31, 2024 |
| ALPS ETF Trust | 0.34% | 4,250,000 | 4,250,000 | - | Feb 29, 2024 |
| AGF Investments Trust | 0.34% | -6,360 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.33% | 173,166 | - | - | Mar 31, 2024 |
| HENNESSY FUNDS TRUST | 0.33% | 650,000 | - | - | Jan 31, 2024 |
| Capital Group U.S. Equity Fund | 0.32% | 11,100 | - | - | Jan 31, 2024 |
| THOMPSON IM FUNDS INC | 0.32% | 5,000,000 | - | - | Feb 29, 2024 |
| WASHINGTON MUTUAL INVESTORS FUND | 0.31% | 6,584,915 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.31% | 1,691,942 | -78,463 | -4.43% | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.30% | 2,545,000 | - | - | Mar 31, 2024 |
| VIRTUS VARIABLE INSURANCE TRUST | 0.28% | 445,000 | - | - | Mar 28, 2024 |
| THOMPSON IM FUNDS INC | 0.27% | 4,274,000 | - | - | Feb 29, 2024 |
| JOHN HANCOCK INCOME SECURITIES TRUST | 0.27% | 884,000 | - | - | Jan 31, 2024 |
| BNY Mellon Investment Funds VI | 0.26% | 342,000 | 342,000 | - | Feb 29, 2024 |
| BNY Mellon Absolute Insight Funds, Inc. | 0.26% | 4,050,000 | - | - | Apr 30, 2022 |
| PUTNAM FUNDS TRUST | 0.26% | 56,699,000 | - | - | Jan 31, 2024 |
| GREENSPRING FUND INC | 0.26% | 36,196 | - | - | Jun 30, 2023 |
| FINANCIAL INVESTORS TRUST | 0.25% | 19,700,000 | 17,700,000 | 885.00% | Jan 31, 2024 |
| FundVantage Trust | 0.24% | 3,800,000 | - | - | Mar 28, 2024 |
| T. Rowe Price Short-Term Bond Fund, Inc. | 0.23% | 20,733,000 | - | - | Feb 29, 2024 |
| Securian Funds Trust | 0.23% | 2,300,000 | - | - | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST III | 0.23% | 2,750,000 | - | - | Jan 31, 2024 |
| PUTNAM FUNDS TRUST | 0.22% | 47,785,000 | - | - | Jan 31, 2024 |
| AMERICAN PENSION INVESTORS TRUST | 0.22% | 1,334,000 | - | - | Jan 31, 2024 |
| BlackRock Funds II | 0.22% | 21,650,000 | 20,925,000 | 2886.21% | Jan 31, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.22% | 77,514 | - | - | Mar 31, 2024 |
| Siren ETF Trust | 0.21% | 7,866 | - | - | Mar 31, 2024 |
| Vanguard Montgomery Funds | 0.21% | 50,097 | - | - | Mar 31, 2024 |
| JP MORGAN FLEMING MUTUAL FUND GROUP INC | 0.20% | 904,414 | -17,408 | -1.89% | Dec 31, 2023 |
| JOHN HANCOCK INVESTMENT TRUST II | 0.19% | 81,421 | - | - | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 3 | 0.19% | 3,275,000 | - | - | Feb 29, 2024 |
| GROWTH FUND OF AMERICA | 0.19% | 4,623,650 | 1,618,586 | 53.86% | Feb 29, 2024 |
| PIONEER SERIES TRUST X | 0.18% | 10,000,000 | - | - | Mar 28, 2024 |
| Guardian Variable Products Trust | 0.18% | 3,000,000 | - | - | Mar 31, 2024 |
| PARNASSUS INCOME FUNDS | 0.17% | 1,000,000 | - | - | Mar 31, 2024 |
| MFS SERIES TRUST XI | 0.17% | 825,105 | -9,901 | -1.19% | Mar 31, 2024 |
| NEW ECONOMY FUND | 0.17% | 764,198 | -804 | -0.11% | Feb 29, 2024 |
| SYNTAX ETF TRUST | 0.17% | 5,228 | 2,208 | 73.11% | Mar 31, 2024 |
| SEI DAILY INCOME TRUST /MA/ | 0.16% | 1,750,000 | - | - | Jan 31, 2024 |
| Virtus Global Multi-Sector Income Fund | 0.16% | 250,000 | - | - | Feb 29, 2024 |
Discover Financial Services's largest mutual fund holder by % of total assets is "HIGHLAND FUNDS II", owning 500.00K shares, compromising 33.79% of its total assets.
Discover Financial Services Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 766 | -27.80% |
| 31 Mar, 24 | 1,061 | 4.02% |
| 31 Dec, 23 | 1,020 | 8.40% |
| 30 Sep, 23 | 941 | -6.27% |
| 30 Jun, 23 | 1,004 | 1.72% |
| 31 Mar, 23 | 987 | -2.28% |
| 31 Dec, 22 | 1,010 | 6.32% |
| 30 Sep, 22 | 950 | -1.14% |
| 30 Jun, 22 | 961 | -1.13% |
| 31 Mar, 22 | 972 | -3.95% |
| 31 Dec, 21 | 1,012 | 3.90% |
| 30 Sep, 21 | 974 | 1.56% |
| 30 Jun, 21 | 959 | 2.90% |
| 31 Mar, 21 | 932 | 4.48% |
| 31 Dec, 20 | 892 | 15.84% |
| 30 Sep, 20 | 770 | -0.77% |
| 30 Jun, 20 | 776 | 2.78% |
| 31 Mar, 20 | 755 | -19.25% |
| 31 Dec, 19 | 935 | 2.07% |
| 30 Sep, 19 | 916 | 3.27% |
| 30 Jun, 19 | 887 | 1.95% |
| 31 Mar, 19 | 870 | - |
| 31 Dec, 18 | 870 | -1.69% |
| 30 Sep, 18 | 885 | -0.67% |
| 30 Jun, 18 | 891 | 0.79% |
| 31 Mar, 18 | 884 | 1.03% |
| 31 Dec, 17 | 875 | 10.90% |
| 30 Sep, 17 | 789 | -6.41% |
| 30 Jun, 17 | 843 | 0.48% |
| 31 Mar, 17 | 839 | -0.94% |
| 31 Dec, 16 | 847 | 10.57% |
| 30 Sep, 16 | 766 | 0.26% |
| 30 Jun, 16 | 764 | 4.09% |
| 31 Mar, 16 | 734 | -5.05% |
| 31 Dec, 15 | 773 | 2.79% |
| 30 Sep, 15 | 752 | -4.45% |
| 30 Jun, 15 | 787 | -3.44% |
| 31 Mar, 15 | 815 | -1.69% |
| 31 Dec, 14 | 829 | 8.08% |
| 30 Sep, 14 | 767 | 1.19% |
| 30 Jun, 14 | 758 | 4.12% |
| 31 Mar, 14 | 728 | 0.97% |
| 31 Dec, 13 | 721 | 8.10% |
| 30 Sep, 13 | 667 | 4.06% |
| 30 Jun, 13 | 641 | 120.27% |
| 31 Mar, 13 | 291 | 7.78% |
| 31 Dec, 12 | 270 | 4.65% |
| 30 Sep, 12 | 258 | 7.95% |
| 30 Jun, 12 | 239 | 2.14% |
| 31 Mar, 12 | 234 | 4.46% |
| 31 Dec, 11 | 224 | 7.18% |
| 30 Sep, 11 | 209 | 17.42% |
| 30 Jun, 11 | 178 | -1.11% |
| 31 Mar, 11 | 180 | 5.26% |
| 31 Dec, 10 | 171 | 14.77% |
| 30 Sep, 10 | 149 | 0.68% |
| 30 Jun, 10 | 148 | - |
| 31 Mar, 10 | 148 | 10.45% |
| 31 Dec, 09 | 134 | - |
| 30 Sep, 09 | 134 | -4.96% |
| 30 Jun, 09 | 141 | 6.02% |
| 31 Mar, 09 | 133 | 0.76% |
| 31 Dec, 08 | 132 | 4.76% |
| 30 Sep, 08 | 126 | -0.79% |
| 30 Jun, 08 | 127 | -5.93% |
| 31 Mar, 08 | 135 | -2.88% |
| 31 Dec, 07 | 139 | -11.46% |
| 30 Sep, 07 | 157 | 823.53% |
| 30 Jun, 07 | 17 | 1600.00% |
| 31 Mar, 07 | 1 | - |
| 30 Sep, 06 | 1 | - |
As of 30 Jun 24, 766 institutions are holding Discover Financial Services's shares, representing a decrease of -27.80% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 138,128,270 | -33.72% |
| 31 Mar, 24 | 208,413,797 | -4.15% |
| 31 Dec, 23 | 217,434,296 | 4.81% |
| 30 Sep, 23 | 207,462,327 | -0.53% |
| 30 Jun, 23 | 208,558,355 | -3.68% |
| 31 Mar, 23 | 216,536,073 | -3.07% |
| 31 Dec, 22 | 223,389,940 | -1.40% |
| 30 Sep, 22 | 226,571,427 | -1.49% |
| 30 Jun, 22 | 229,998,634 | -2.57% |
| 31 Mar, 22 | 236,054,200 | -2.99% |
| 31 Dec, 21 | 243,322,472 | -2.69% |
| 30 Sep, 21 | 250,057,419 | -3.27% |
| 30 Jun, 21 | 258,504,468 | -0.88% |
| 31 Mar, 21 | 260,804,305 | -1.40% |
| 31 Dec, 20 | 264,499,870 | 0.90% |
| 30 Sep, 20 | 262,135,940 | 0.96% |
| 30 Jun, 20 | 259,637,017 | 1.57% |
| 31 Mar, 20 | 255,619,603 | -3.68% |
| 31 Dec, 19 | 265,372,693 | -0.90% |
| 30 Sep, 19 | 267,787,204 | -1.92% |
| 30 Jun, 19 | 273,021,342 | -1.65% |
| 31 Mar, 19 | 277,604,675 | -3.04% |
| 31 Dec, 18 | 286,304,370 | -1.72% |
| 30 Sep, 18 | 291,312,401 | -1.79% |
| 30 Jun, 18 | 296,627,174 | -3.02% |
| 31 Mar, 18 | 305,854,612 | -0.42% |
| 31 Dec, 17 | 307,139,709 | -1.32% |
| 30 Sep, 17 | 311,260,240 | -3.14% |
| 30 Jun, 17 | 321,339,785 | -1.38% |
| 31 Mar, 17 | 325,826,298 | -1.96% |
| 31 Dec, 16 | 332,329,725 | -1.00% |
| 30 Sep, 16 | 335,695,192 | -2.82% |
| 30 Jun, 16 | 345,451,060 | -4.08% |
| 31 Mar, 16 | 360,153,333 | 0.53% |
| 31 Dec, 15 | 358,239,438 | -3.88% |
| 30 Sep, 15 | 372,702,954 | 2.30% |
| 30 Jun, 15 | 364,320,120 | -2.03% |
| 31 Mar, 15 | 371,874,943 | -2.05% |
| 31 Dec, 14 | 379,652,878 | -1.92% |
| 30 Sep, 14 | 387,069,553 | -0.76% |
| 30 Jun, 14 | 390,052,717 | -0.36% |
| 31 Mar, 14 | 391,458,460 | -0.99% |
| 31 Dec, 13 | 395,353,189 | -2.23% |
| 30 Sep, 13 | 404,365,302 | -0.54% |
| 30 Jun, 13 | 406,549,098 | 114.99% |
| 31 Mar, 13 | 189,098,811 | 3.70% |
| 31 Dec, 12 | 182,353,043 | -5.35% |
| 30 Sep, 12 | 192,657,470 | -13.36% |
| 30 Jun, 12 | 222,371,763 | 8.72% |
| 31 Mar, 12 | 204,545,536 | -5.13% |
| 31 Dec, 11 | 215,607,377 | -2.67% |
| 30 Sep, 11 | 221,519,290 | 5.17% |
| 30 Jun, 11 | 210,630,647 | 18.17% |
| 31 Mar, 11 | 178,248,040 | 29.47% |
| 31 Dec, 10 | 137,670,347 | -1.35% |
| 30 Sep, 10 | 139,556,967 | 9.81% |
| 30 Jun, 10 | 127,086,967 | 1.82% |
| 31 Mar, 10 | 124,810,015 | -13.55% |
| 31 Dec, 09 | 144,379,725 | 26.23% |
| 30 Sep, 09 | 114,376,329 | -11.00% |
| 30 Jun, 09 | 128,509,785 | -26.14% |
| 31 Mar, 09 | 173,994,187 | -9.82% |
| 31 Dec, 08 | 192,938,487 | 69.71% |
| 30 Sep, 08 | 113,687,381 | -6.02% |
| 30 Jun, 08 | 120,973,128 | 11.59% |
| 31 Mar, 08 | 108,410,212 | -16.47% |
| 31 Dec, 07 | 129,780,415 | 19.86% |
| 30 Sep, 07 | 108,279,553 | 2390.22% |
| 30 Jun, 07 | 4,348,187 | 358.90% |
| 31 Mar, 07 | 947,515 | - |
| 30 Sep, 06 | 6,358 | - |
Discover Financial Services (DFS) has 138.13M shares outstanding as of 30 Jun 24, down -33.72% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 55.25% | 0.80% |
| 31 Mar, 24 | 83.37% | 1.10% |
| 31 Dec, 23 | 86.94% | 1.26% |
| 30 Sep, 23 | 82.98% | 1.22% |
| 30 Jun, 23 | 82.43% | 1.21% |
| 31 Mar, 23 | 82.65% | 1.27% |
| 31 Dec, 22 | 80.65% | 1.17% |
| 30 Sep, 22 | 82.99% | 1.22% |
| 30 Jun, 22 | 82.44% | 1.20% |
| 31 Mar, 22 | 82.83% | 1.26% |
| 31 Dec, 21 | 81.11% | 1.15% |
| 30 Sep, 21 | 83.91% | 1.16% |
| 30 Jun, 21 | 85.03% | 1.18% |
| 31 Mar, 21 | 84.95% | 1.14% |
| 31 Dec, 20 | 86.16% | 1.17% |
| 30 Sep, 20 | 85.67% | 1.18% |
| 30 Jun, 20 | 85.25% | 1.24% |
| 31 Mar, 20 | 82.99% | 1.21% |
| 31 Dec, 19 | 82.93% | 1.16% |
| 30 Sep, 19 | 84.48% | 1.18% |
| 30 Jun, 19 | 84.79% | 1.18% |
| 31 Mar, 19 | 84.64% | 1.16% |
| 31 Dec, 18 | 85.46% | 1.17% |
| 30 Sep, 18 | 85.43% | 1.18% |
| 30 Jun, 18 | 85.24% | 1.15% |
| 31 Mar, 18 | 86.16% | 1.20% |
| 31 Dec, 17 | 84.85% | 1.21% |
| 30 Sep, 17 | 83.90% | 1.17% |
| 30 Jun, 17 | 84.79% | 1.19% |
| 31 Mar, 17 | 84.41% | 1.25% |
| 31 Dec, 16 | 82.06% | 1.18% |
| 30 Sep, 16 | 83.51% | 1.18% |
| 30 Jun, 16 | 84.26% | 1.13% |
| 31 Mar, 16 | 86.37% | 1.22% |
| 31 Dec, 15 | 84.09% | 1.14% |
| 30 Sep, 15 | 86.07% | 1.26% |
| 30 Jun, 15 | 82.61% | 1.20% |
| 31 Mar, 15 | 83.01% | 1.18% |
| 31 Dec, 14 | 83.99% | 1.19% |
| 30 Sep, 14 | 84.15% | 1.20% |
| 30 Jun, 14 | 83.70% | 1.21% |
| 31 Mar, 14 | 83.11% | 1.20% |
| 31 Dec, 13 | 83.23% | 1.18% |
| 30 Sep, 13 | 83.89% | 1.21% |
| 30 Jun, 13 | 83.14% | 5.72% |
| 31 Mar, 13 | 38.12% | 2.87% |
| 31 Dec, 12 | 36.47% | 2.59% |
| 30 Sep, 12 | 37.56% | 2.12% |
| 30 Jun, 12 | 42.12% | 2.83% |
| 31 Mar, 12 | 38.59% | 2.35% |
| 31 Dec, 11 | 40.53% | 2.44% |
| 30 Sep, 11 | 40.72% | 2.74% |
| 30 Jun, 11 | 38.58% | 3.61% |
| 31 Mar, 11 | 32.71% | 5.11% |
| 31 Dec, 10 | 25.31% | 3.85% |
| 30 Sep, 10 | 25.64% | 4.70% |
| 30 Jun, 10 | 23.37% | 4.63% |
| 31 Mar, 10 | 22.46% | 3.17% |
| 31 Dec, 09 | 26.60% | 5.35% |
| 30 Sep, 09 | 22.29% | 3.13% |
| 30 Jun, 09 | 26.68% | 2.03% |
| 31 Mar, 09 | 36.21% | 2.23% |
| 31 Dec, 08 | 40.25% | 6.99% |
| 30 Sep, 08 | 23.99% | 3.74% |
| 30 Jun, 08 | 25.32% | 4.93% |
| 31 Mar, 08 | 22.66% | 3.06% |
| 31 Dec, 07 | 27.19% | 5.38% |
| 30 Sep, 07 | 22.49% | 2715.47% |
| 30 Jun, 07 | 0.91% | 2304.58% |
| 31 Mar, 07 | 0.20% | - |
| 30 Sep, 06 | 0.00% | - |
As of 30 Jun 24, Discover Financial Services is held by 55.25% institutional shareholders, representing a 0.80% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 301 | -31.90% |
| 31 Mar, 24 | 442 | -8.30% |
| 31 Dec, 23 | 482 | 19.90% |
| 30 Sep, 23 | 402 | 5.79% |
| 30 Jun, 23 | 380 | 1.33% |
| 31 Mar, 23 | 375 | -19.87% |
| 31 Dec, 22 | 468 | 23.16% |
| 30 Sep, 22 | 380 | -5.94% |
| 30 Jun, 22 | 404 | 2.80% |
| 31 Mar, 22 | 393 | -15.48% |
| 31 Dec, 21 | 465 | 18.02% |
| 30 Sep, 21 | 394 | -4.83% |
| 30 Jun, 21 | 414 | -3.27% |
| 31 Mar, 21 | 428 | - |
| 31 Dec, 20 | 428 | 40.33% |
| 30 Sep, 20 | 305 | -4.39% |
| 30 Jun, 20 | 319 | 3.57% |
| 31 Mar, 20 | 308 | -20.21% |
| 31 Dec, 19 | 386 | 13.53% |
| 30 Sep, 19 | 340 | -2.58% |
| 30 Jun, 19 | 349 | -1.41% |
| 31 Mar, 19 | 354 | 3.51% |
| 31 Dec, 18 | 342 | 1.18% |
| 30 Sep, 18 | 338 | -5.85% |
| 30 Jun, 18 | 359 | 4.06% |
| 31 Mar, 18 | 345 | -9.21% |
| 31 Dec, 17 | 380 | 31.49% |
| 30 Sep, 17 | 289 | -17.66% |
| 30 Jun, 17 | 351 | 7.01% |
| 31 Mar, 17 | 328 | -14.58% |
| 31 Dec, 16 | 384 | 14.97% |
| 30 Sep, 16 | 334 | -3.75% |
| 30 Jun, 16 | 347 | 7.43% |
| 31 Mar, 16 | 323 | -7.45% |
| 31 Dec, 15 | 349 | 6.73% |
| 30 Sep, 15 | 327 | 4.14% |
| 30 Jun, 15 | 314 | -14.44% |
| 31 Mar, 15 | 367 | -4.18% |
| 31 Dec, 14 | 383 | 17.85% |
| 30 Sep, 14 | 325 | -0.61% |
| 30 Jun, 14 | 327 | 4.47% |
| 31 Mar, 14 | 313 | -0.95% |
| 31 Dec, 13 | 316 | 17.04% |
| 30 Sep, 13 | 270 | -40.27% |
| 30 Jun, 13 | 452 | 175.61% |
| 31 Mar, 13 | 164 | 23.31% |
| 31 Dec, 12 | 133 | 4.72% |
| 30 Sep, 12 | 127 | 6.72% |
| 30 Jun, 12 | 119 | 0.85% |
| 31 Mar, 12 | 118 | - |
| 31 Dec, 11 | 118 | 5.36% |
| 30 Sep, 11 | 112 | 7.69% |
| 30 Jun, 11 | 104 | 15.56% |
| 31 Mar, 11 | 90 | 2.27% |
| 31 Dec, 10 | 88 | 10.00% |
| 30 Sep, 10 | 80 | 14.29% |
| 30 Jun, 10 | 70 | -15.66% |
| 31 Mar, 10 | 83 | 7.79% |
| 31 Dec, 09 | 77 | 4.05% |
| 30 Sep, 09 | 74 | 7.25% |
| 30 Jun, 09 | 69 | -11.54% |
| 31 Mar, 09 | 78 | - |
| 31 Dec, 08 | 78 | 44.44% |
| 30 Sep, 08 | 54 | -12.90% |
| 30 Jun, 08 | 62 | -11.43% |
| 31 Mar, 08 | 70 | 4.48% |
| 31 Dec, 07 | 67 | -55.92% |
| 30 Sep, 07 | 152 | 794.12% |
| 30 Jun, 07 | 17 | 1600.00% |
| 31 Mar, 07 | 1 | - |
| 30 Sep, 06 | 1 | - |
301 institutional shareholders have increased their position in DFS stock as of 30 Jun 24 compared to 442 in the previous quarter (a -31.90% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 278 | -30.15% |
| 31 Mar, 24 | 398 | 19.16% |
| 31 Dec, 23 | 334 | -2.05% |
| 30 Sep, 23 | 341 | -18.23% |
| 30 Jun, 23 | 417 | 8.03% |
| 31 Mar, 23 | 386 | 20.25% |
| 31 Dec, 22 | 321 | -4.75% |
| 30 Sep, 22 | 337 | -0.30% |
| 30 Jun, 22 | 338 | -6.63% |
| 31 Mar, 22 | 362 | 12.77% |
| 31 Dec, 21 | 321 | -11.33% |
| 30 Sep, 21 | 362 | 11.38% |
| 30 Jun, 21 | 325 | 6.21% |
| 31 Mar, 21 | 306 | -2.24% |
| 31 Dec, 20 | 313 | 3.99% |
| 30 Sep, 20 | 301 | -3.22% |
| 30 Jun, 20 | 311 | 0.32% |
| 31 Mar, 20 | 310 | -8.82% |
| 31 Dec, 19 | 340 | -8.36% |
| 30 Sep, 19 | 371 | 5.40% |
| 30 Jun, 19 | 352 | - |
| 31 Mar, 19 | 352 | 0.86% |
| 31 Dec, 18 | 349 | 0.58% |
| 30 Sep, 18 | 347 | 6.44% |
| 30 Jun, 18 | 326 | -7.12% |
| 31 Mar, 18 | 351 | 8.33% |
| 31 Dec, 17 | 324 | -0.61% |
| 30 Sep, 17 | 326 | -2.40% |
| 30 Jun, 17 | 334 | -6.70% |
| 31 Mar, 17 | 358 | 9.82% |
| 31 Dec, 16 | 326 | 10.88% |
| 30 Sep, 16 | 294 | 4.63% |
| 30 Jun, 16 | 281 | -8.17% |
| 31 Mar, 16 | 306 | 5.52% |
| 31 Dec, 15 | 290 | -2.03% |
| 30 Sep, 15 | 296 | -14.45% |
| 30 Jun, 15 | 346 | 10.19% |
| 31 Mar, 15 | 314 | 1.62% |
| 31 Dec, 14 | 309 | 9.19% |
| 30 Sep, 14 | 283 | -2.41% |
| 30 Jun, 14 | 290 | -2.03% |
| 31 Mar, 14 | 296 | 4.59% |
| 31 Dec, 13 | 283 | -2.08% |
| 30 Sep, 13 | 289 | 122.31% |
| 30 Jun, 13 | 130 | 32.65% |
| 31 Mar, 13 | 98 | -8.41% |
| 31 Dec, 12 | 107 | 4.90% |
| 30 Sep, 12 | 102 | 12.09% |
| 30 Jun, 12 | 91 | -6.19% |
| 31 Mar, 12 | 97 | 29.33% |
| 31 Dec, 11 | 75 | 5.63% |
| 30 Sep, 11 | 71 | 29.09% |
| 30 Jun, 11 | 55 | -16.67% |
| 31 Mar, 11 | 66 | 1.54% |
| 31 Dec, 10 | 65 | 44.44% |
| 30 Sep, 10 | 45 | -16.67% |
| 30 Jun, 10 | 54 | 25.58% |
| 31 Mar, 10 | 43 | 13.16% |
| 31 Dec, 09 | 38 | -7.32% |
| 30 Sep, 09 | 41 | -14.58% |
| 30 Jun, 09 | 48 | 33.33% |
| 31 Mar, 09 | 36 | -5.26% |
| 31 Dec, 08 | 38 | -22.45% |
| 30 Sep, 08 | 49 | 22.50% |
| 30 Jun, 08 | 40 | -6.98% |
| 31 Mar, 08 | 43 | -12.24% |
| 31 Dec, 07 | 49 | - |
| 30 Sep, 07 | - | - |
| 30 Jun, 07 | - | - |
| 31 Mar, 07 | - | - |
| 30 Sep, 06 | - | - |
278 institutional shareholders have reduced their position in DFS stock as of 30 Jun 24 compared to 398 in the previous quarter (a -30.15% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 766 | -27.80% | 138,128,270 | -33.72% | 55.25% | 0.80% | 301 | -31.90% | 278 | -30.15% |
| 31 Mar, 24 | 1,061 | 4.02% | 208,413,797 | -4.15% | 83.37% | 1.10% | 442 | -8.30% | 398 | 19.16% |
| 31 Dec, 23 | 1,020 | 8.40% | 217,434,296 | 4.81% | 86.94% | 1.26% | 482 | 19.90% | 334 | -2.05% |
| 30 Sep, 23 | 941 | -6.27% | 207,462,327 | -0.53% | 82.98% | 1.22% | 402 | 5.79% | 341 | -18.23% |
| 30 Jun, 23 | 1,004 | 1.72% | 208,558,355 | -3.68% | 82.43% | 1.21% | 380 | 1.33% | 417 | 8.03% |
| 31 Mar, 23 | 987 | -2.28% | 216,536,073 | -3.07% | 82.65% | 1.27% | 375 | -19.87% | 386 | 20.25% |
| 31 Dec, 22 | 1,010 | 6.32% | 223,389,940 | -1.40% | 80.65% | 1.17% | 468 | 23.16% | 321 | -4.75% |
| 30 Sep, 22 | 950 | -1.14% | 226,571,427 | -1.49% | 82.99% | 1.22% | 380 | -5.94% | 337 | -0.30% |
| 30 Jun, 22 | 961 | -1.13% | 229,998,634 | -2.57% | 82.44% | 1.20% | 404 | 2.80% | 338 | -6.63% |
| 31 Mar, 22 | 972 | -3.95% | 236,054,200 | -2.99% | 82.83% | 1.26% | 393 | -15.48% | 362 | 12.77% |
| 31 Dec, 21 | 1,012 | 3.90% | 243,322,472 | -2.69% | 81.11% | 1.15% | 465 | 18.02% | 321 | -11.33% |
| 30 Sep, 21 | 974 | 1.56% | 250,057,419 | -3.27% | 83.91% | 1.16% | 394 | -4.83% | 362 | 11.38% |
| 30 Jun, 21 | 959 | 2.90% | 258,504,468 | -0.88% | 85.03% | 1.18% | 414 | -3.27% | 325 | 6.21% |
| 31 Mar, 21 | 932 | 4.48% | 260,804,305 | -1.40% | 84.95% | 1.14% | 428 | - | 306 | -2.24% |
| 31 Dec, 20 | 892 | 15.84% | 264,499,870 | 0.90% | 86.16% | 1.17% | 428 | 40.33% | 313 | 3.99% |
| 30 Sep, 20 | 770 | -0.77% | 262,135,940 | 0.96% | 85.67% | 1.18% | 305 | -4.39% | 301 | -3.22% |
| 30 Jun, 20 | 776 | 2.78% | 259,637,017 | 1.57% | 85.25% | 1.24% | 319 | 3.57% | 311 | 0.32% |
| 31 Mar, 20 | 755 | -19.25% | 255,619,603 | -3.68% | 82.99% | 1.21% | 308 | -20.21% | 310 | -8.82% |
| 31 Dec, 19 | 935 | 2.07% | 265,372,693 | -0.90% | 82.93% | 1.16% | 386 | 13.53% | 340 | -8.36% |
| 30 Sep, 19 | 916 | 3.27% | 267,787,204 | -1.92% | 84.48% | 1.18% | 340 | -2.58% | 371 | 5.40% |
| 30 Jun, 19 | 887 | 1.95% | 273,021,342 | -1.65% | 84.79% | 1.18% | 349 | -1.41% | 352 | - |
| 31 Mar, 19 | 870 | - | 277,604,675 | -3.04% | 84.64% | 1.16% | 354 | 3.51% | 352 | 0.86% |
| 31 Dec, 18 | 870 | -1.69% | 286,304,370 | -1.72% | 85.46% | 1.17% | 342 | 1.18% | 349 | 0.58% |
| 30 Sep, 18 | 885 | -0.67% | 291,312,401 | -1.79% | 85.43% | 1.18% | 338 | -5.85% | 347 | 6.44% |
| 30 Jun, 18 | 891 | 0.79% | 296,627,174 | -3.02% | 85.24% | 1.15% | 359 | 4.06% | 326 | -7.12% |
| 31 Mar, 18 | 884 | 1.03% | 305,854,612 | -0.42% | 86.16% | 1.20% | 345 | -9.21% | 351 | 8.33% |
| 31 Dec, 17 | 875 | 10.90% | 307,139,709 | -1.32% | 84.85% | 1.21% | 380 | 31.49% | 324 | -0.61% |
| 30 Sep, 17 | 789 | -6.41% | 311,260,240 | -3.14% | 83.90% | 1.17% | 289 | -17.66% | 326 | -2.40% |
| 30 Jun, 17 | 843 | 0.48% | 321,339,785 | -1.38% | 84.79% | 1.19% | 351 | 7.01% | 334 | -6.70% |
| 31 Mar, 17 | 839 | -0.94% | 325,826,298 | -1.96% | 84.41% | 1.25% | 328 | -14.58% | 358 | 9.82% |
| 31 Dec, 16 | 847 | 10.57% | 332,329,725 | -1.00% | 82.06% | 1.18% | 384 | 14.97% | 326 | 10.88% |
| 30 Sep, 16 | 766 | 0.26% | 335,695,192 | -2.82% | 83.51% | 1.18% | 334 | -3.75% | 294 | 4.63% |
| 30 Jun, 16 | 764 | 4.09% | 345,451,060 | -4.08% | 84.26% | 1.13% | 347 | 7.43% | 281 | -8.17% |
| 31 Mar, 16 | 734 | -5.05% | 360,153,333 | 0.53% | 86.37% | 1.22% | 323 | -7.45% | 306 | 5.52% |
| 31 Dec, 15 | 773 | 2.79% | 358,239,438 | -3.88% | 84.09% | 1.14% | 349 | 6.73% | 290 | -2.03% |
| 30 Sep, 15 | 752 | -4.45% | 372,702,954 | 2.30% | 86.07% | 1.26% | 327 | 4.14% | 296 | -14.45% |
| 30 Jun, 15 | 787 | -3.44% | 364,320,120 | -2.03% | 82.61% | 1.20% | 314 | -14.44% | 346 | 10.19% |
| 31 Mar, 15 | 815 | -1.69% | 371,874,943 | -2.05% | 83.01% | 1.18% | 367 | -4.18% | 314 | 1.62% |
| 31 Dec, 14 | 829 | 8.08% | 379,652,878 | -1.92% | 83.99% | 1.19% | 383 | 17.85% | 309 | 9.19% |
| 30 Sep, 14 | 767 | 1.19% | 387,069,553 | -0.76% | 84.15% | 1.20% | 325 | -0.61% | 283 | -2.41% |
| 30 Jun, 14 | 758 | 4.12% | 390,052,717 | -0.36% | 83.70% | 1.21% | 327 | 4.47% | 290 | -2.03% |
| 31 Mar, 14 | 728 | 0.97% | 391,458,460 | -0.99% | 83.11% | 1.20% | 313 | -0.95% | 296 | 4.59% |
| 31 Dec, 13 | 721 | 8.10% | 395,353,189 | -2.23% | 83.23% | 1.18% | 316 | 17.04% | 283 | -2.08% |
| 30 Sep, 13 | 667 | 4.06% | 404,365,302 | -0.54% | 83.89% | 1.21% | 270 | -40.27% | 289 | 122.31% |
| 30 Jun, 13 | 641 | 120.27% | 406,549,098 | 114.99% | 83.14% | 5.72% | 452 | 175.61% | 130 | 32.65% |
| 31 Mar, 13 | 291 | 7.78% | 189,098,811 | 3.70% | 38.12% | 2.87% | 164 | 23.31% | 98 | -8.41% |
| 31 Dec, 12 | 270 | 4.65% | 182,353,043 | -5.35% | 36.47% | 2.59% | 133 | 4.72% | 107 | 4.90% |
| 30 Sep, 12 | 258 | 7.95% | 192,657,470 | -13.36% | 37.56% | 2.12% | 127 | 6.72% | 102 | 12.09% |
| 30 Jun, 12 | 239 | 2.14% | 222,371,763 | 8.72% | 42.12% | 2.83% | 119 | 0.85% | 91 | -6.19% |
| 31 Mar, 12 | 234 | 4.46% | 204,545,536 | -5.13% | 38.59% | 2.35% | 118 | - | 97 | 29.33% |
| 31 Dec, 11 | 224 | 7.18% | 215,607,377 | -2.67% | 40.53% | 2.44% | 118 | 5.36% | 75 | 5.63% |
| 30 Sep, 11 | 209 | 17.42% | 221,519,290 | 5.17% | 40.72% | 2.74% | 112 | 7.69% | 71 | 29.09% |
| 30 Jun, 11 | 178 | -1.11% | 210,630,647 | 18.17% | 38.58% | 3.61% | 104 | 15.56% | 55 | -16.67% |
| 31 Mar, 11 | 180 | 5.26% | 178,248,040 | 29.47% | 32.71% | 5.11% | 90 | 2.27% | 66 | 1.54% |
| 31 Dec, 10 | 171 | 14.77% | 137,670,347 | -1.35% | 25.31% | 3.85% | 88 | 10.00% | 65 | 44.44% |
| 30 Sep, 10 | 149 | 0.68% | 139,556,967 | 9.81% | 25.64% | 4.70% | 80 | 14.29% | 45 | -16.67% |
| 30 Jun, 10 | 148 | - | 127,086,967 | 1.82% | 23.37% | 4.63% | 70 | -15.66% | 54 | 25.58% |
| 31 Mar, 10 | 148 | 10.45% | 124,810,015 | -13.55% | 22.46% | 3.17% | 83 | 7.79% | 43 | 13.16% |
| 31 Dec, 09 | 134 | - | 144,379,725 | 26.23% | 26.60% | 5.35% | 77 | 4.05% | 38 | -7.32% |
| 30 Sep, 09 | 134 | -4.96% | 114,376,329 | -11.00% | 22.29% | 3.13% | 74 | 7.25% | 41 | -14.58% |
| 30 Jun, 09 | 141 | 6.02% | 128,509,785 | -26.14% | 26.68% | 2.03% | 69 | -11.54% | 48 | 33.33% |
| 31 Mar, 09 | 133 | 0.76% | 173,994,187 | -9.82% | 36.21% | 2.23% | 78 | - | 36 | -5.26% |
| 31 Dec, 08 | 132 | 4.76% | 192,938,487 | 69.71% | 40.25% | 6.99% | 78 | 44.44% | 38 | -22.45% |
| 30 Sep, 08 | 126 | -0.79% | 113,687,381 | -6.02% | 23.99% | 3.74% | 54 | -12.90% | 49 | 22.50% |
| 30 Jun, 08 | 127 | -5.93% | 120,973,128 | 11.59% | 25.32% | 4.93% | 62 | -11.43% | 40 | -6.98% |
| 31 Mar, 08 | 135 | -2.88% | 108,410,212 | -16.47% | 22.66% | 3.06% | 70 | 4.48% | 43 | -12.24% |
| 31 Dec, 07 | 139 | -11.46% | 129,780,415 | 19.86% | 27.19% | 5.38% | 67 | -55.92% | 49 | - |
| 30 Sep, 07 | 157 | 823.53% | 108,279,553 | 2390.22% | 22.49% | 2715.47% | 152 | 794.12% | - | - |
| 30 Jun, 07 | 17 | 1600.00% | 4,348,187 | 358.90% | 0.91% | 2304.58% | 17 | 1600.00% | - | - |
| 31 Mar, 07 | 1 | - | 947,515 | - | 0.20% | - | 1 | - | - | - |
| 30 Sep, 06 | 1 | - | 6,358 | - | 0.00% | - | 1 | - | - | - |
Discover Financial Services Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Discover Financial Services's stock was made by Toney Keith E on Aug 05 2024, selling 626 shares at $136.17 per share (valued at $85.24K).
Discover Financial Services Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 3 | 3 | 100.00% |
| Q1 2024 | 20 | 11 | 181.82% |
| Q3 2023 | 6 | 2 | 300.00% |
| Q2 2023 | 12 | 1 | 1200.00% |
| Q1 2023 | 19 | 14 | 135.71% |
| Q4 2022 | 1 | 7 | 14.29% |
| Q3 2022 | - | 3 | - |
| Q2 2022 | 12 | - | - |
| Q1 2022 | 19 | 17 | 111.76% |
| Q4 2021 | - | 9 | - |
| Q3 2021 | 1 | 10 | 10.00% |
| Q2 2021 | 11 | 5 | 220.00% |
| Q1 2021 | 16 | 20 | 80.00% |
| Q4 2020 | - | 4 | - |
| Q3 2020 | - | 3 | - |
| Q2 2020 | 12 | 1 | 1200.00% |
| Q1 2020 | 23 | 11 | 209.09% |
| Q4 2019 | - | 3 | - |
| Q3 2019 | 3 | 5 | 60.00% |
| Q2 2019 | 10 | 11 | 90.91% |
3 total buy trades, and 3 total sell trades (buy/sell ratio of 1.00%) were made by Discover Financial Services's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q1 2024 | - | 1 | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | 3 | - |
| Q4 2022 | - | 1 | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | 3 | - |
| Q4 2021 | - | 2 | - |
| Q3 2021 | - | 3 | - |
| Q2 2021 | - | 4 | - |
| Q1 2021 | - | 5 | - |
| Q4 2020 | - | 1 | - |
| Q3 2020 | - | 1 | - |
| Q2 2020 | 1 | - | - |
| Q1 2020 | 4 | 1 | 400.00% |
| Q4 2019 | - | - | - |
| Q3 2019 | - | 4 | - |
| Q2 2019 | - | 7 | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Discover Financial Services's stocks.
Discover Financial Services Peer Ownership
DFS Ownership FAQ
Who Owns Discover Financial Services?
Discover Financial Services is owned by institutional shareholders (55.25%), insiders (0.57%), and public (44.17%). The largest institutional shareholder of Discover Financial Services is VANGUARD GROUP INC (12.20% of total shares) and the top mutual fund owner is HIGHLAND FUNDS II (33.79% of total shares).
Who are the major institutional shareholders of Discover Financial Services?
Discover Financial Services's major institutional shareholders are VANGUARD GROUP INC, CAPITAL WORLD INVESTORS, BLACKROCK INC., STATE STREET CORP, and FMR LLC. The top five shareholders own together 34.99% of the company's share outstanding.
How many Discover Financial Services shareholders are there?
As of Jun 2024, there are 766 institutional shareholders of Discover Financial Services.
What percentage of Discover Financial Services is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 30.5M shares of Discover Financial Services, representing 12.20% of the company's total shares outstanding, valued at $3.99B (as of Jun 2024).
What percentage of Discover Financial Services is owned by CAPITAL WORLD INVESTORS?
As of Jun 2024, CAPITAL WORLD INVESTORS holds 20.26M shares of Discover Financial Services (DFS), compromising 8.10% of the company, valued at $2.65B.
What percentage of Discover Financial Services is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of Discover Financial Services. The company owns 19.37M of the company's shares outstanding (worth $2.53B).