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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 83.04% institutional investors, 0.58% insiders, and 16.38% retail investors. Vanguard group is the largest institutional shareholder, holding 12.20% of DFS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.16% of its assets in Discover Financial Services shares.

DFS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockDiscover Financial Services83.04%0.58%16.38%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryCredit Services Stocks49.87%8.04%42.08%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group30.50M12.20%$3.99B
Capital world investors20.26M8.10%$2.65B
Blackrock19.37M7.75%$2.53B
State street10.42M4.17%$1.36B
Fmr6.94M2.77%$907.25M
Geode capital management6.09M2.44%$797.16M
Morgan stanley4.69M1.88%$613.18M
Norges bank4.34M1.74%$567.60M
Dimensional fund advisors lp3.69M1.48%$482.37M
Brave warrior advisors3.46M1.38%$452.73M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Brave warrior advisors3.46M10.03%$452.73M
Sessa capital im2.53M10.03%$330.80M
Hst ventures154.25K9.11%$20.18M
14b captial management lp147.00K8.99%$19.23M
Khrom capital management324.06K8.01%$42.39M
Southpoint capital advisors lp2.00M6.51%$261.62M
Bruni j v & co /co377.99K6.16%$49.44M
Bluemar capital management20.75K5.66%$2.71M
Alpine associates management859.49K5.38%$112.43M
Phase 2 partners66.66K5.25%$8.72M

Top Buyers

HolderShares% AssetsChange
Norges bank4.34M0.08%4.34M
Capital world investors20.26M0.43%3.53M
Voya investment management1.70M0.25%1.62M
Laurion capital management lp1.01M1.56%1.01M
Arrowstreet capital, limited partnership1.82M0.21%803.02K

Top Sellers

HolderShares% AssetsChange
Boston partners1.69M0.28%-2.36M
Pentwater capital management lp---1.55M
Palestra capital management---921.86K
Eminence capital, lp---917.05K
Turtle creek asset management---871.21K

New Positions

HolderShares% AssetsChangeValue
Norges bank4.34M0.08%4.34M$567.60M
Laurion capital management lp1.01M1.56%1.01M$131.53M
Readystate asset management lp193.20K0.82%193.20K$25.27M
Two sigma investments, lp178.42K0.05%178.42K$23.34M
Capital group private client services76.56K0.10%76.56K$10.01M

Sold Out

HolderChange
Transamerica financial advisors-1.00
Rakuten securities-2.00
Td capital management-4.00
Jamison private wealth management-5.00
Redwood wealth management group-5.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20241,0772.28%208,439,917-1.99%831.16%47413.67%346-8.22%
Jun 30, 20241,039-2.44%212,517,4691.97%851.22%413-6.98%371-7.02%
Mar 31, 20241,0654.11%208,417,760-4.17%831.10%444-8.07%39919.10%
Dec 31, 20231,0238.37%217,492,9044.81%861.26%48319.85%335-1.76%
Sep 30, 2023944-6.35%207,505,419-2.02%831.18%4035.50%341-18.42%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv7.94M3.16%-29.79K
American Funds Washington Mutual A7.56M3.01%340.42K
Capital Group Wash Mutual Invtrs Comp7.56M3.01%340.42K
Vanguard Institutional 500 Index Trust6.65M2.65%76.76K
Vanguard Mid Cap Index Institutional5.33M2.12%9.61K
Capital Group Growth Fnd of Amer Comp4.62M1.84%-
American Funds Growth Fund of Amer A4.62M1.84%-
American Funds American Balanced A4.02M1.60%192.32K
SPDR® S&P 500® ETF Trust3.09M1.23%-17.17K
Fidelity 500 Index3.09M1.23%-893.00

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 83.04%, followed by 0.58% insiders and 16.38% retail investors. The average institutional ownership in Discover Financial Services's industry, Credit Services Stocks, is 49.87%, which Discover Financial Services exceeds.

Who owns the most shares of Discover Financial Services?

Discover Financial Services’s largest shareholders are Vanguard group (30.5M shares, 12.20%), Capital world investors (20.26M shares, 8.10%), and Blackrock (19.37M shares, 7.75%). Together, they hold 28.05% of Discover Financial Services’s total shares outstanding.

Does Blackrock own Discover Financial Services?

Yes, BlackRock owns 7.75% of Discover Financial Services, totaling 19.37M shares as of Jun 2024. This represents 0.06% of BlackRock's total assets, with a market value of 2.53B$. In the last quarter, BlackRock increased its holdings by 761.13K shares, a 4.09% change.

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

Brave warrior advisors is Discover Financial Services’s biggest shareholder by percentage of total assets invested, with 10.03% of its assets in 3.46M Discover Financial Services shares, valued at 452.73M$.

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 3.16% of its total shares outstanding invested in 7.94M Discover Financial Services shares.

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