Discover Financial Services Ownership 2024 | Who Owns Discover Financial Services Now?
Institutional Ownership
34.34%
Insider Ownership
0.57%
Retail Ownership
65.09%
Institutional Holders
614.00
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 | 12.17% | 0.08% | 30,430,823 | -1,900,202 | -5.88% | 3,989,176,587 | Mar 31, 2024 |
| BLACKROCK INC. | 7.44% | 0.06% | 18,608,992 | -95,926 | -0.51% | 2,439,452,793 | Mar 31, 2024 |
| CAPITAL WORLD INVESTORS | 6.69% | 0.36% | 16,730,783 | -3,895,426 | -18.89% | 2,193,238,313 | Mar 31, 2024 |
| STATE STREET CORP | 4.14% | 0.06% | 10,343,882 | -241,967 | -2.29% | 1,355,979,491 | Mar 31, 2024 |
| FMR LLC | 2.63% | 0.06% | 6,569,694 | -89,629 | -1.35% | 861,221,145 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.41% | 0.07% | 6,021,182 | 389,469 | 6.92% | 789,057,011 | Mar 31, 2024 |
| MORGAN STANLEY | 1.84% | 0.05% | 4,590,537 | 152,050 | 3.43% | 601,773,967 | Mar 31, 2024 |
| BOSTON PARTNERS | 1.62% | 0.63% | 4,052,577 | -5,020,252 | -55.33% | 530,900,393 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.48% | 0.13% | 3,699,383 | 43,825 | 1.20% | 484,952,188 | Mar 31, 2024 |
| BRAVE WARRIOR ADVISORS, LLC | 1.32% | 9.08% | 3,310,077 | 676,910 | 25.71% | 433,917,994 | Mar 31, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 1.09% | 0.62% | 2,717,157 | 2,353,465 | 647.10% | 356,192,111 | Mar 31, 2024 |
| SESSA CAPITAL IM, L.P. | 1.02% | 7.91% | 2,558,062 | 2,558,062 | 100.00% | 335,336,348 | Mar 31, 2024 |
| NORTHERN TRUST CORP | 0.95% | 0.05% | 2,367,747 | -148,686 | -5.91% | 310,387,953 | Mar 31, 2024 |
| BARCLAYS PLC | 0.91% | 0.10% | 2,283,768 | -256,350 | -10.09% | 299,379,000 | Mar 31, 2024 |
| INVESCO LTD. | 0.90% | 0.06% | 2,262,828 | -17,375 | -0.76% | 296,634,110 | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.85% | 0.12% | 2,125,927 | 2,120,005 | 35798.80% | 278,687,770 | Mar 31, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.83% | 0.06% | 2,067,339 | -21,912 | -1.05% | 271,007,578 | Mar 31, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.81% | 0.05% | 2,024,456 | -77,963 | -3.71% | 265,385,925 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 0.76% | 0.02% | 1,909,827 | 3,568 | 0.19% | 250,359,288 | Mar 31, 2024 |
| FIRST TRUST ADVISORS LP | 0.75% | 0.25% | 1,876,045 | -151,926 | -7.49% | 245,930,739 | Mar 31, 2024 |
Discover Financial Services's largest institutional shareholder is VANGUARD GROUP INC, holding 12.17% of the company's total share outstanding, currently valued at $3.99B. The top 10 institutional shareholders own together 41.73% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HST VENTURES, LLC | 0.12% | 15.53% | 292,486 | 91,896 | 45.81% | 38,341,990 | Mar 31, 2024 |
| KHROM CAPITAL MANAGEMENT LLC | 0.13% | 10.41% | 333,805 | -22,002 | -6.18% | 43,758,497 | Mar 31, 2024 |
| BRAVE WARRIOR ADVISORS, LLC | 1.32% | 9.08% | 3,310,077 | 676,910 | 25.71% | 433,917,994 | Mar 31, 2024 |
| SESSA CAPITAL IM, L.P. | 1.02% | 7.91% | 2,558,062 | 2,558,062 | 100.00% | 335,336,348 | Mar 31, 2024 |
| 14B CAPTIAL MANAGEMENT LP | 0.04% | 6.62% | 107,000 | 107,000 | 100.00% | 14,026,630 | Mar 31, 2024 |
| BRUNI J V & CO /CO | 0.15% | 5.96% | 383,073 | -3,407 | -0.88% | 50,217,040 | Mar 31, 2024 |
| ELDRED ROCK PARTNERS, LLC | 0.03% | 5.26% | 73,636 | 941 | 1.29% | 9,652,943 | Mar 31, 2024 |
| LB PARTNERS LLC | 0.02% | 5.20% | 38,850 | 38,850 | 100.00% | 5,092,847 | Mar 31, 2024 |
| BLUEMAR CAPITAL MANAGEMENT, LLC | 0.01% | 5.16% | 23,405 | 5,905 | 33.74% | 3,068,161 | Mar 31, 2024 |
| ALPINE ASSOCIATES MANAGEMENT INC. | 0.40% | 5.11% | 999,607 | 999,607 | 100.00% | 131,038,480 | Mar 31, 2024 |
| SOUTHPOINT CAPITAL ADVISORS LP | 0.72% | 4.67% | 1,800,000 | -400,000 | -18.18% | 235,962,000 | Mar 31, 2024 |
| PALESTRA CAPITAL MANAGEMENT LLC | 0.37% | 4.50% | 921,858 | 189,034 | 25.80% | 120,846,365 | Mar 31, 2024 |
| ONE FIN CAPITAL MANAGEMENT LP | 0.04% | 4.48% | 100,000 | 100,000 | 100.00% | 13,109,000 | Mar 31, 2024 |
| FORGE FIRST ASSET MANAGEMENT INC. | 0.04% | 4.19% | 101,770 | 101,770 | 100.00% | 13,341,029 | Mar 31, 2024 |
| SCULPTOR CAPITAL LP | 0.53% | 3.36% | 1,316,622 | 1,316,622 | 100.00% | 172,595,978 | Mar 31, 2024 |
| PHASE 2 PARTNERS, LLC | 0.02% | 3.12% | 45,553 | 45,553 | 100.00% | 5,971,543 | Mar 31, 2024 |
| ATHOS CAPITAL LTD | 0.01% | 2.97% | 21,200 | 21,200 | 100.00% | 2,779,000 | Mar 31, 2024 |
| TURTLE CREEK ASSET MANAGEMENT INC. | 0.36% | 2.90% | 905,762 | -544,638 | -37.55% | 118,736,341 | Mar 31, 2024 |
| WINMILL & CO. INC | 0.03% | 2.89% | 77,500 | - | - | 10,159,475 | Mar 31, 2024 |
| BRONTE CAPITAL MANAGEMENT PTY LTD. | 0.10% | 2.65% | 248,059 | 248,059 | 100.00% | 32,518,054 | Mar 31, 2024 |
The largest Discover Financial Services shareholder by % of total assets is HST VENTURES, LLC. The company owns 292.49K shares of Discover Financial Services (DFS), representing 15.53% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SESSA CAPITAL IM, L.P. | 1.02% | 7.91% | 2,558,062 | 2,558,062 | 100.00% | 335,336,348 | Mar 31, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 1.09% | 0.62% | 2,717,157 | 2,353,465 | 647.10% | 356,192,111 | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.85% | 0.12% | 2,125,927 | 2,120,005 | 35798.80% | 278,687,770 | Mar 31, 2024 |
| PENTWATER CAPITAL MANAGEMENT LP | 0.62% | 2.08% | 1,550,000 | 1,550,000 | 100.00% | 203,189,500 | Mar 31, 2024 |
| SCULPTOR CAPITAL LP | 0.53% | 3.36% | 1,316,622 | 1,316,622 | 100.00% | 172,595,978 | Mar 31, 2024 |
| EAGLE CAPITAL MANAGEMENT LLC | 0.41% | 0.53% | 1,037,041 | 1,037,041 | 100.00% | 135,945,705 | Mar 31, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.40% | 0.12% | 1,012,743 | 1,012,743 | 100.00% | 132,760,000 | Mar 31, 2024 |
| ALPINE ASSOCIATES MANAGEMENT INC. | 0.40% | 5.11% | 999,607 | 999,607 | 100.00% | 131,038,480 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.40% | 0.03% | 1,010,588 | 998,921 | 8561.94% | 132,477,981 | Mar 31, 2024 |
| KBC GROUP NV | 0.45% | 0.47% | 1,121,874 | 754,696 | 205.54% | 147,066,000 | Mar 31, 2024 |
| BRAVE WARRIOR ADVISORS, LLC | 1.32% | 9.08% | 3,310,077 | 676,910 | 25.71% | 433,917,994 | Mar 31, 2024 |
| DUQUESNE FAMILY OFFICE LLC | 0.26% | 1.93% | 645,205 | 645,205 | 100.00% | 84,580,000 | Mar 31, 2024 |
| MAGNETAR FINANCIAL LLC | 0.22% | 1.61% | 546,896 | 546,896 | 100.00% | 71,692,597 | Mar 31, 2024 |
| 0.19% | 0.24% | 479,613 | 479,613 | 100.00% | 62,829,303 | Mar 31, 2024 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.17% | 0.01% | 413,800 | 413,800 | 100.00% | 54,245,042 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.41% | 0.07% | 6,021,182 | 389,469 | 6.92% | 789,057,011 | Mar 31, 2024 |
| BANK OF MONTREAL /CAN/ | 0.34% | 0.03% | 847,152 | 379,815 | 81.27% | 108,460,857 | Mar 31, 2024 |
| NATIONAL BANK OF CANADA /FI/ | 0.18% | 0.08% | 443,707 | 360,074 | 430.54% | 54,752,444 | Mar 31, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.23% | 0.14% | 570,138 | 327,300 | 134.78% | 74,739,390 | Mar 31, 2024 |
| NEUBERGER BERMAN GROUP LLC | 0.13% | 0.04% | 325,955 | 310,457 | 2003.21% | 42,729,427 | Mar 31, 2024 |
As of Mar 31 2024, Discover Financial Services's largest institutional buyer is SESSA CAPITAL IM, L.P.. The company purchased 2.56M stocks of DFS, valued at $335.34M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BOSTON PARTNERS | 1.62% | 0.63% | 4,052,577 | -5,020,252 | -55.33% | 530,900,393 | Mar 31, 2024 |
| CAPITAL WORLD INVESTORS | 6.69% | 0.36% | 16,730,783 | -3,895,426 | -18.89% | 2,193,238,313 | Mar 31, 2024 |
| MARSHFIELD ASSOCIATES | - | - | - | -2,476,618 | -100.00% | - | Mar 31, 2024 |
| VANGUARD GROUP INC | 12.17% | 0.08% | 30,430,823 | -1,900,202 | -5.88% | 3,989,176,587 | Mar 31, 2024 |
| TRUIST FINANCIAL CORP | 0.22% | 0.11% | 542,420 | -1,485,266 | -73.25% | 71,105,807 | Mar 31, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.07% | 0.04% | 170,756 | -997,504 | -85.38% | 22,281,982 | Mar 31, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 0.46% | 0.06% | 1,159,864 | -962,960 | -45.36% | 152,046,622 | Mar 31, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.43% | 0.04% | 1,066,589 | -910,194 | -46.04% | 139,531,281 | Mar 31, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.01% | 0.01% | 34,025 | -882,342 | -96.29% | 4,460,302 | Mar 31, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | 0.18% | 0.37% | 459,598 | -699,287 | -60.34% | 60,248,702 | Mar 31, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.31% | 0.06% | 764,063 | -547,995 | -41.77% | 100,161,087 | Mar 31, 2024 |
| TURTLE CREEK ASSET MANAGEMENT INC. | 0.36% | 2.90% | 905,762 | -544,638 | -37.55% | 118,736,341 | Mar 31, 2024 |
| HOLOCENE ADVISORS, LP | 0.04% | 0.05% | 111,582 | -543,843 | -82.98% | 14,627,284 | Mar 31, 2024 |
| PRIMECAP MANAGEMENT CO/CA/ | 0.51% | 0.12% | 1,268,993 | -525,926 | -29.30% | 166,352,292 | Mar 31, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.11% | 0.09% | 286,457 | -517,453 | -64.37% | 37,551,648 | Mar 31, 2024 |
| DEUTSCHE BANK AG\ | 0.36% | 0.06% | 911,420 | -513,199 | -36.02% | 119,478,049 | Mar 31, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.01% | 0.01% | 25,707 | -467,547 | -94.79% | 3,369,931 | Mar 31, 2024 |
| MACQUARIE GROUP LTD | 0.33% | 0.12% | 817,333 | -429,060 | -34.42% | 107,143,980 | Mar 31, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.11% | 0.03% | 267,774 | -400,892 | -59.95% | 35,102,494 | Mar 31, 2024 |
| SOUTHPOINT CAPITAL ADVISORS LP | 0.72% | 4.67% | 1,800,000 | -400,000 | -18.18% | 235,962,000 | Mar 31, 2024 |
As of Mar 31 2024, Discover Financial Services's biggest institutional seller is BOSTON PARTNERS. The company sold -5.02M shares of DFS, valued at $530.90M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SESSA CAPITAL IM, L.P. | 1.02% | 7.91% | 2,558,062 | 2,558,062 | 100.00% | 335,336,348 | Mar 31, 2024 |
| PENTWATER CAPITAL MANAGEMENT LP | 0.62% | 2.08% | 1,550,000 | 1,550,000 | 100.00% | 203,189,500 | Mar 31, 2024 |
| SCULPTOR CAPITAL LP | 0.53% | 3.36% | 1,316,622 | 1,316,622 | 100.00% | 172,595,978 | Mar 31, 2024 |
| EAGLE CAPITAL MANAGEMENT LLC | 0.41% | 0.53% | 1,037,041 | 1,037,041 | 100.00% | 135,945,705 | Mar 31, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.40% | 0.12% | 1,012,743 | 1,012,743 | 100.00% | 132,760,000 | Mar 31, 2024 |
| ALPINE ASSOCIATES MANAGEMENT INC. | 0.40% | 5.11% | 999,607 | 999,607 | 100.00% | 131,038,480 | Mar 31, 2024 |
| DUQUESNE FAMILY OFFICE LLC | 0.26% | 1.93% | 645,205 | 645,205 | 100.00% | 84,580,000 | Mar 31, 2024 |
| 0.19% | 0.24% | 479,613 | 479,613 | 100.00% | 62,829,303 | Mar 31, 2024 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.17% | 0.01% | 413,800 | 413,800 | 100.00% | 54,245,042 | Mar 31, 2024 |
| AQR ARBITRAGE LLC | 0.11% | 1.30% | 284,536 | 284,536 | 100.00% | 37,129,103 | Mar 31, 2024 |
| HUDSON BAY CAPITAL MANAGEMENT LP | 0.10% | 0.18% | 250,041 | 250,041 | 100.00% | 32,777,875 | Mar 31, 2024 |
| BRONTE CAPITAL MANAGEMENT PTY LTD. | 0.10% | 2.65% | 248,059 | 248,059 | 100.00% | 32,518,054 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.08% | 0.00% | 208,500 | 208,500 | 100.00% | 27,332,265 | Mar 31, 2024 |
| GLADSTONE CAPITAL MANAGEMENT LLP | 0.08% | 2.52% | 194,115 | 194,115 | 100.00% | 25,446,535 | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.07% | 0.04% | 179,300 | 179,300 | 100.00% | 23,504,000 | Mar 31, 2024 |
| GLOBAL ASSETS ADVISORY, LLC | 0.07% | 0.06% | 165,348 | 165,348 | 100.00% | 1,278,000 | Mar 31, 2024 |
| GOVERNORS LANE LP | 0.07% | 1.82% | 163,400 | 163,400 | 100.00% | 21,420,106 | Mar 31, 2024 |
| CARLSON CAPITAL L P | 0.06% | 1.65% | 155,000 | 155,000 | 100.00% | 20,318,950 | Mar 31, 2024 |
| SAMLYN CAPITAL, LLC | 0.06% | 0.30% | 138,187 | 138,187 | 100.00% | 18,114,933 | Mar 31, 2024 |
| MELQART ASSET MANAGEMENT (UK) LTD | 0.05% | 1.05% | 128,471 | 128,471 | 100.00% | 16,841,263 | Mar 31, 2024 |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 0.05% | 0.60% | 124,127 | 124,127 | 100.00% | 16,271,809 | Mar 31, 2024 |
| 14B CAPTIAL MANAGEMENT LP | 0.04% | 6.62% | 107,000 | 107,000 | 100.00% | 14,026,630 | Mar 31, 2024 |
| FORGE FIRST ASSET MANAGEMENT INC. | 0.04% | 4.19% | 101,770 | 101,770 | 100.00% | 13,341,029 | Mar 31, 2024 |
| HUDSON BAY CAPITAL MANAGEMENT LP | 0.04% | 0.07% | 100,000 | 100,000 | 100.00% | 13,109,000 | Mar 31, 2024 |
| ONE FIN CAPITAL MANAGEMENT LP | 0.04% | 4.48% | 100,000 | 100,000 | 100.00% | 13,109,000 | Mar 31, 2024 |
| WESTWOOD HOLDINGS GROUP INC | 0.04% | 0.10% | 96,766 | 96,766 | 100.00% | 12,685,000 | Mar 31, 2024 |
| BUSEY WEALTH MANAGEMENT | 0.04% | 0.45% | 95,706 | 95,706 | 100.00% | 12,546,104 | Mar 31, 2024 |
| ANDRA AP-FONDEN | 0.03% | 0.18% | 79,100 | 79,100 | 100.00% | 10,369,219 | Mar 31, 2024 |
| AEQUIM ALTERNATIVE INVESTMENTS LP | 0.03% | 0.37% | 75,000 | 75,000 | 100.00% | 9,831,750 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.03% | 0.00% | 67,963 | 67,963 | 100.00% | 8,909,270 | Mar 31, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.02% | 0.01% | 56,363 | 56,363 | 100.00% | 7,389,000 | Mar 31, 2024 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 0.02% | 0.02% | 56,000 | 56,000 | 100.00% | 7,341,040 | Mar 31, 2024 |
| 0.02% | 0.22% | 54,100 | 54,100 | 100.00% | 7,091,969 | Mar 31, 2024 | |
| BOUSSARD & GAVAUDAN INVESTMENT MANAGEMENT LLP | 0.02% | 0.87% | 46,304 | 46,304 | 100.00% | 6,055,174 | Mar 31, 2024 |
| PHASE 2 PARTNERS, LLC | 0.02% | 3.12% | 45,553 | 45,553 | 100.00% | 5,971,543 | Mar 31, 2024 |
| CLEARALPHA TECHNOLOGIES LP | 0.02% | 2.28% | 41,302 | 41,302 | 100.00% | 5,414,279 | Mar 31, 2024 |
| LB PARTNERS LLC | 0.02% | 5.20% | 38,850 | 38,850 | 100.00% | 5,092,847 | Mar 31, 2024 |
| 0.01% | 0.15% | 36,300 | 36,300 | 100.00% | 4,758,567 | Mar 31, 2024 | |
| 0.01% | 0.03% | 33,247 | 33,247 | 100.00% | 3,961,260 | Mar 31, 2024 | |
| ULYSSES MANAGEMENT LLC | 0.01% | 0.34% | 30,000 | 30,000 | 100.00% | 3,932,700 | Mar 31, 2024 |
| SLOTNIK CAPITAL, LLC | 0.01% | 2.42% | 30,000 | 30,000 | 100.00% | 3,932,700 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.01% | 0.01% | 27,063 | 27,063 | 100.00% | 3,547,689 | Mar 31, 2024 |
| EISLER CAPITAL (US) LLC | 0.01% | 0.08% | 25,000 | 25,000 | 100.00% | 3,277,250 | Mar 31, 2024 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 0.01% | 0.03% | 21,566 | 21,566 | 100.00% | 2,731,980 | Mar 31, 2024 |
| ATHOS CAPITAL LTD | 0.01% | 2.97% | 21,200 | 21,200 | 100.00% | 2,779,000 | Mar 31, 2024 |
| MOORE CAPITAL MANAGEMENT, LP | 0.01% | 0.04% | 20,000 | 20,000 | 100.00% | 2,621,800 | Mar 31, 2024 |
| 683 CAPITAL MANAGEMENT, LLC | 0.01% | 0.19% | 20,000 | 20,000 | 100.00% | 2,621,800 | Mar 31, 2024 |
| LMR PARTNERS LLP | 0.01% | 0.03% | 19,993 | 19,993 | 100.00% | 2,620,882 | Mar 31, 2024 |
| TORNO CAPITAL, LLC | 0.01% | 0.14% | 16,500 | 16,500 | 100.00% | 2,162,985 | Mar 31, 2024 |
| P SCHOENFELD ASSET MANAGEMENT LP | 0.01% | 0.51% | 13,500 | 13,500 | 100.00% | 1,769,715 | Mar 31, 2024 |
| FLOW STATE INVESTMENTS, L.P. | 0.01% | 0.49% | 13,000 | 13,000 | 100.00% | 1,704,170 | Mar 31, 2024 |
| FIRST TRUST CAPITAL MANAGEMENT L.P. | 0.00% | 0.13% | 11,531 | 11,531 | 100.00% | 1,511,599 | Mar 31, 2024 |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.00% | 0.02% | 11,406 | 11,406 | 100.00% | 1,495,213 | Mar 31, 2024 |
| SIMPLICITY WEALTH,LLC | 0.00% | 0.04% | 11,205 | 11,205 | 100.00% | 1,468,944 | Mar 31, 2024 |
| DLD ASSET MANAGEMENT, LP | 0.00% | 0.20% | 10,700 | 10,700 | 100.00% | 1,402,663 | Mar 31, 2024 |
| WATER ISLAND CAPITAL LLC | 0.00% | 0.15% | 10,448 | 10,448 | 100.00% | 1,370,000 | Mar 31, 2024 |
| DIAMETRIC CAPITAL, LP | 0.00% | 0.72% | 9,920 | 9,920 | 100.00% | 1,300,412 | Mar 31, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.00% | 0.06% | 8,432 | 8,432 | 100.00% | 1,105,351 | Mar 31, 2024 |
| DYNASTY WEALTH MANAGEMENT, LLC | 0.00% | 0.03% | 7,895 | 7,895 | 100.00% | 1,034,976 | Mar 31, 2024 |
| VIRTUS ETF ADVISERS LLC | 0.00% | 0.53% | 7,546 | 7,546 | 100.00% | 989,205 | Mar 31, 2024 |
| GABELLI FUNDS LLC | 0.00% | 0.01% | 7,500 | 7,500 | 100.00% | 983,175 | Mar 31, 2024 |
| FIFTH LANE CAPITAL, LP | 0.00% | 0.85% | 7,500 | 7,500 | 100.00% | 983,175 | Mar 31, 2024 |
| NORDEN GROUP LLC | 0.00% | 0.07% | 6,996 | 6,996 | 100.00% | 917,244 | Mar 31, 2024 |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 0.00% | 0.16% | 6,878 | 6,878 | 100.00% | 901,637 | Mar 31, 2024 |
| TIG ADVISORS, LLC | 0.00% | 0.08% | 6,645 | 6,645 | 100.00% | 871,093 | Mar 31, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.00% | 0.00% | 5,700 | 5,700 | 100.00% | 747,213 | Mar 31, 2024 |
| MAVERICK CAPITAL LTD | 0.00% | 0.01% | 5,334 | 5,334 | 100.00% | 699,234 | Mar 31, 2024 |
| CSS LLC/IL | 0.00% | 0.04% | 4,800 | 4,800 | 100.00% | 629,232 | Mar 31, 2024 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.00% | 0.01% | 4,300 | 4,300 | 100.00% | 563,687 | Mar 31, 2024 |
| OLYMPIAD RESEARCH LP | 0.00% | 0.35% | 4,115 | 4,115 | 100.00% | 539,435 | Mar 31, 2024 |
| BRYN MAWR TRUST CO | 0.00% | 0.02% | 3,616 | 3,616 | 100.00% | 474,022 | Mar 31, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.00% | 0.00% | 3,100 | 3,100 | 100.00% | 406,379 | Mar 31, 2024 |
| INLET PRIVATE WEALTH, LLC | 0.00% | 0.11% | 3,100 | 3,100 | 100.00% | 406,379 | Mar 31, 2024 |
| 0.00% | 0.29% | 3,070 | 3,070 | 100.00% | 402,446 | Mar 31, 2024 | |
| CENTRAL BANK & TRUST CO | 0.00% | 0.05% | 2,807 | 2,807 | 100.00% | 367,967 | Mar 31, 2024 |
| FINANCIAL ENGINES ADVISORS L.L.C. | 0.00% | 0.00% | 2,792 | 2,792 | 100.00% | 366,003 | Mar 31, 2024 |
| SPIDERROCK ADVISORS, LLC | 0.00% | 0.01% | 2,721 | 2,721 | 100.00% | 327,554 | Mar 31, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.00% | 0.02% | 2,587 | 2,587 | 100.00% | 339,130 | Mar 31, 2024 |
| ROBERTS CAPITAL ADVISORS, LLC | 0.00% | 0.31% | 2,426 | 2,426 | 100.00% | 318,024 | Mar 31, 2024 |
| OMNISTAR FINANCIAL GROUP, INC. | 0.00% | 0.28% | 2,292 | 2,292 | 100.00% | 300,577 | Mar 31, 2024 |
| EDGE FINANCIAL ADVISORS LLC | 0.00% | 0.26% | 2,282 | 2,282 | 100.00% | 299,147 | Mar 31, 2024 |
| BISON WEALTH, LLC | 0.00% | 0.05% | 2,277 | 2,277 | 100.00% | 298,442 | Mar 31, 2024 |
| HAVERFORD TRUST CO | 0.00% | 0.00% | 2,275 | 2,275 | 100.00% | 298,198 | Mar 31, 2024 |
| KG&L CAPITAL MANAGEMENT,LLC | 0.00% | 0.12% | 2,212 | 2,212 | 100.00% | 289,971 | Mar 31, 2024 |
| ROMAN BUTLER FULLERTON & CO | 0.00% | 0.10% | 2,163 | 2,163 | 100.00% | 273,971 | Mar 31, 2024 |
| 0.00% | 0.00% | 2,159 | 2,159 | 100.00% | 283,023 | Mar 31, 2024 | |
| NORTHEAST FINANCIAL CONSULTANTS INC | 0.00% | 0.01% | 2,130 | 2,130 | 100.00% | 279,222 | Mar 31, 2024 |
| WEDMONT PRIVATE CAPITAL | 0.00% | 0.02% | 2,117 | 2,117 | 100.00% | 265,345 | Mar 31, 2024 |
| ATOM INVESTORS LP | 0.00% | 0.03% | 2,071 | 2,071 | 100.00% | 271,487 | Mar 31, 2024 |
| GAM HOLDING AG | 0.00% | 0.02% | 2,007 | 2,007 | 100.00% | 263,053 | Mar 31, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.00% | 0.00% | 1,992 | 1,992 | 100.00% | 261,131 | Mar 31, 2024 |
| APTUS CAPITAL ADVISORS, LLC | 0.00% | 0.00% | 1,968 | 1,968 | 100.00% | 257,985 | Mar 31, 2024 |
| OVERSEA-CHINESE BANKING CORP LTD | 0.00% | 0.01% | 1,960 | 1,960 | 100.00% | 256,936 | Mar 31, 2024 |
| CTC ALTERNATIVE STRATEGIES, LTD. | 0.00% | 0.16% | 1,959 | 1,959 | 100.00% | 256,805 | Mar 31, 2024 |
| ASB CONSULTORES, LLC | 0.00% | 0.06% | 1,912 | 1,912 | 100.00% | 250,644 | Mar 31, 2024 |
| ALMANACK INVESTMENT PARTNERS, LLC. | 0.00% | 0.04% | 1,883 | 1,883 | 100.00% | 246,842 | Mar 31, 2024 |
| WBI INVESTMENTS, INC. | 0.00% | 0.05% | 1,831 | 1,831 | 100.00% | 240,002 | Mar 31, 2024 |
| GRYPHON FINANCIAL PARTNERS LLC | 0.00% | 0.04% | 1,786 | 1,786 | 100.00% | 234,110 | Mar 31, 2024 |
| MCLEAN ASSET MANAGEMENT CORP | 0.00% | 0.08% | 1,779 | 1,779 | 100.00% | 223,007 | Mar 31, 2024 |
| BECKER CAPITAL MANAGEMENT INC | 0.00% | 0.01% | 1,773 | 1,773 | 100.00% | 232,429 | Mar 31, 2024 |
Discover Financial Services's largest new institutional shareholder by number of shares is SESSA CAPITAL IM, L.P., purchased 2.56M shares, valued at $335.34M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MARSHFIELD ASSOCIATES | - | - | - | -2,476,618 | -100.00% | - | Mar 31, 2024 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | - | - | - | -387,694 | -100.00% | - | Mar 31, 2024 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | - | - | - | -176,606 | -100.00% | - | Mar 31, 2024 |
| BRIDGEWATER ASSOCIATES, LP | - | - | - | -158,744 | -100.00% | - | Mar 31, 2024 |
| BARCLAYS PLC | - | - | - | -142,500 | -100.00% | - | Mar 31, 2024 |
| RIVERMONT CAPITAL MANAGEMENT LP | - | - | - | -107,308 | -100.00% | - | Mar 31, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -105,000 | -100.00% | - | Mar 31, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -68,721 | -100.00% | - | Mar 31, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | - | - | - | -55,499 | -100.00% | - | Mar 31, 2024 |
| APG ASSET MANAGEMENT US INC. | - | - | - | -49,554 | -100.00% | - | Mar 31, 2024 |
| STRS OHIO | - | - | - | -31,000 | -100.00% | - | Mar 31, 2024 |
| CALLAHAN ADVISORS, LLC | - | - | - | -30,000 | -100.00% | - | Mar 31, 2024 |
| HIGHTOWER ADVISORS, LLC | - | - | - | -30,000 | -100.00% | - | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | - | - | - | -25,000 | -100.00% | - | Mar 31, 2024 |
| WEISS ASSET MANAGEMENT LP | - | - | - | -23,627 | -100.00% | - | Mar 31, 2024 |
| AE WEALTH MANAGEMENT LLC | - | - | - | -23,010 | -100.00% | - | Mar 31, 2024 |
| ZACKS INVESTMENT MANAGEMENT | - | - | - | -20,911 | -100.00% | - | Mar 31, 2024 |
| CYNOSURE MANAGEMENT, LLC | - | - | - | -19,873 | -100.00% | - | Mar 31, 2024 |
| CUMBERLAND PARTNERS LTD | - | - | - | -18,636 | -100.00% | - | Mar 31, 2024 |
| MALAGA COVE CAPITAL, LLC | - | - | - | -16,651 | -100.00% | - | Mar 31, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | - | - | - | -16,300 | -100.00% | - | Mar 31, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -15,640 | -100.00% | - | Mar 31, 2024 |
| ZIEGLER CAPITAL MANAGEMENT, LLC | - | - | - | -14,964 | -100.00% | - | Mar 31, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | - | - | - | -14,900 | -100.00% | - | Mar 31, 2024 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | - | - | - | -14,800 | -100.00% | - | Mar 31, 2024 |
| DRW SECURITIES, LLC | - | - | - | -11,623 | -100.00% | - | Mar 31, 2024 |
| CLEAR STREET MARKETS LLC | - | - | - | -10,600 | -100.00% | - | Mar 31, 2024 |
| JT STRATFORD LLC | - | - | - | -10,123 | -100.00% | - | Mar 31, 2024 |
| CAPTION MANAGEMENT, LLC | - | - | - | -10,000 | -100.00% | - | Mar 31, 2024 |
| PERPETUAL LTD | - | - | - | -9,475 | -100.00% | - | Mar 31, 2024 |
| CHASE INVESTMENT COUNSEL CORP | - | - | - | -9,200 | -100.00% | - | Mar 31, 2024 |
| EISLER CAPITAL (UK) LTD. | - | - | - | -8,728 | -100.00% | - | Mar 31, 2024 |
| STONERIDGE INVESTMENT PARTNERS LLC | - | - | - | -8,496 | -100.00% | - | Mar 31, 2024 |
| POLIANTA LTD | - | - | - | -8,400 | -100.00% | - | Mar 31, 2024 |
| CAAS CAPITAL MANAGEMENT LP | - | - | - | -7,800 | -100.00% | - | Mar 31, 2024 |
| FJ INVESTMENTS, LLC | - | - | - | -6,600 | -100.00% | - | Mar 31, 2024 |
| DONOGHUE FORLINES LLC | - | - | - | -6,542 | -100.00% | - | Mar 31, 2024 |
| GARDA CAPITAL PARTNERS LP | - | - | - | -6,433 | -100.00% | - | Mar 31, 2024 |
| REGAL INVESTMENT ADVISORS LLC | - | - | - | -6,276 | -100.00% | - | Mar 31, 2024 |
| HENNESSY ADVISORS INC | - | - | - | -6,000 | -100.00% | - | Mar 31, 2024 |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | - | - | - | -5,480 | -100.00% | - | Mar 31, 2024 |
| SYNOVUS FINANCIAL CORP | - | - | - | -5,472 | -100.00% | - | Mar 31, 2024 |
| CUTLER INVESTMENT COUNSEL LLC | - | - | - | -5,205 | -100.00% | - | Mar 31, 2024 |
| IMPAX ASSET MANAGEMENT GROUP PLC | - | - | - | -5,072 | -100.00% | - | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -4,700 | -100.00% | - | Mar 31, 2024 |
| 3CHOPT INVESTMENT PARTNERS, LLC | - | - | - | -4,521 | -100.00% | - | Mar 31, 2024 |
| TOTAL CLARITY WEALTH MANAGEMENT, INC. | - | - | - | -4,179 | -100.00% | - | Mar 31, 2024 |
| NATIONAL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -4,147 | -100.00% | - | Mar 31, 2024 |
| WILEY BROS.-AINTREE CAPITAL, LLC | - | - | - | -4,025 | -100.00% | - | Mar 31, 2024 |
| BAADER BANK AKTIENGESELLSCHAFT | - | - | - | -3,965 | -100.00% | - | Mar 31, 2024 |
| JOHNSON INVESTMENT COUNSEL INC | - | - | - | -3,849 | -100.00% | - | Mar 31, 2024 |
| LAZARD ASSET MANAGEMENT LLC | - | - | - | -3,669 | -100.00% | - | Mar 31, 2024 |
| AFFIANCE FINANCIAL, LLC | - | - | - | -3,630 | -100.00% | - | Mar 31, 2024 |
| E&G ADVISORS, LP | - | - | - | -3,500 | -100.00% | - | Mar 31, 2024 |
| B.O.S.S. RETIREMENT ADVISORS, LLC | - | - | - | -3,437 | -100.00% | - | Mar 31, 2024 |
| NARWHAL CAPITAL MANAGEMENT | - | - | - | -3,310 | -100.00% | - | Mar 31, 2024 |
| CUSTOM INDEX SYSTEMS, LLC | - | - | - | -3,207 | -100.00% | - | Mar 31, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -3,183 | -100.00% | - | Mar 31, 2024 |
| BANQUE PICTET & CIE SA | - | - | - | -3,071 | -100.00% | - | Mar 31, 2024 |
| OAK THISTLE LLC | - | - | - | -3,004 | -100.00% | - | Mar 31, 2024 |
| EMFO, LLC | - | - | - | -2,990 | -100.00% | - | Mar 31, 2024 |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | - | - | - | -2,987 | -100.00% | - | Mar 31, 2024 |
| LOOMIS SAYLES & CO L P | - | - | - | -2,890 | -100.00% | - | Mar 31, 2024 |
| AIA GROUP LTD | - | - | - | -2,850 | -100.00% | - | Mar 31, 2024 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | - | - | - | -2,536 | -100.00% | - | Mar 31, 2024 |
| SAGEVIEW ADVISORY GROUP, LLC | - | - | - | -2,305 | -100.00% | - | Mar 31, 2024 |
| DCM ADVISORS, LLC | - | - | - | -2,207 | -100.00% | - | Mar 31, 2024 |
| POWER CORP OF CANADA | - | - | - | -2,159 | -100.00% | - | Mar 31, 2024 |
| BROOKSTONE CAPITAL MANAGEMENT | - | - | - | -2,151 | -100.00% | - | Mar 31, 2024 |
| RMB CAPITAL MANAGEMENT, LLC | - | - | - | -2,120 | -100.00% | - | Mar 31, 2024 |
| CRESTWOOD ADVISORS GROUP LLC | - | - | - | -2,111 | -100.00% | - | Mar 31, 2024 |
| CIPHER CAPITAL LP | - | - | - | -2,110 | -100.00% | - | Mar 31, 2024 |
| FORTEM FINANCIAL GROUP, LLC | - | - | - | -2,028 | -100.00% | - | Mar 31, 2024 |
| ARETE WEALTH ADVISORS, LLC | - | - | - | -1,936 | -100.00% | - | Mar 31, 2024 |
| FIRST CITIZENS BANK & TRUST CO | - | - | - | -1,919 | -100.00% | - | Mar 31, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -1,913 | -100.00% | - | Mar 31, 2024 |
| ADVISOR RESOURCE COUNCIL | - | - | - | -1,816 | -100.00% | - | Mar 31, 2024 |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | - | - | - | -1,401 | -100.00% | - | Mar 31, 2024 |
| FOCUSED WEALTH MANAGEMENT, INC | - | - | - | -1,005 | -100.00% | - | Mar 31, 2024 |
| PLANNING CAPITAL MANAGEMENT CORP | - | - | - | -710 | -100.00% | - | Mar 31, 2024 |
| STATE OF WYOMING | - | - | - | -450 | -100.00% | - | Mar 31, 2024 |
| TURTLE CREEK WEALTH ADVISORS, LLC | - | - | - | -307 | -100.00% | - | Mar 31, 2024 |
| THOMPSON SIEGEL & WALMSLEY LLC | - | - | - | -306 | -100.00% | - | Mar 31, 2024 |
| ORG PARTNERS LLC | - | - | - | -300 | -100.00% | - | Mar 31, 2024 |
| DAGCO, INC. | - | - | - | -221 | -100.00% | - | Mar 31, 2024 |
| GLASSMAN WEALTH SERVICES | - | - | - | -193 | -100.00% | - | Mar 31, 2024 |
| BKM WEALTH MANAGEMENT, LLC | - | - | - | -180 | -100.00% | - | Mar 31, 2024 |
| TORNO CAPITAL, LLC | - | - | - | -141 | -100.00% | - | Mar 31, 2024 |
| QUARRY LP | - | - | - | -105 | -100.00% | - | Mar 31, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | - | - | - | -100 | -100.00% | - | Mar 31, 2024 |
| PRIVATE ADVISOR GROUP, LLC | - | - | - | -100 | -100.00% | - | Mar 31, 2024 |
| PLANNED SOLUTIONS, INC. | - | - | - | -76 | -100.00% | - | Mar 31, 2024 |
| LONG ISLAND WEALTH MANAGEMENT, INC. | - | - | - | -35 | -100.00% | - | Mar 31, 2024 |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | - | - | - | -5 | -100.00% | - | Mar 31, 2024 |
Discover Financial Services's largest sold out institutional shareholder by shares sold is MARSHFIELD ASSOCIATES, sold -2.48M shares, valued at -, as of undefined.
Discover Financial Services Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| FOXBY CORP. | 2.00% | 3,500 | 3,500 | - | Dec 31, 2023 |
| DIVIDEND & INCOME FUND | 1.70% | 74,000 | - | - | Dec 31, 2023 |
| CONCORDE FUNDS INC | 1.67% | 200,000 | - | - | Dec 31, 2023 |
| DELAWARE GROUP EQUITY FUNDS II | 1.37% | 2,206,700 | - | - | Feb 29, 2024 |
| Vanguard Montgomery Funds | 1.24% | 50,097 | - | - | Dec 31, 2023 |
| Voya VARIABLE FUNDS | 1.16% | 381,850 | - | - | Dec 31, 2023 |
| WISCONSIN CAPITAL FUNDS INC | 1.08% | 250,000 | - | - | Dec 31, 2023 |
| JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | 1.06% | 7,200,000 | - | - | Jan 31, 2024 |
| AMG FUNDS | 1.04% | 116,500 | - | - | Jan 31, 2024 |
| JOHN HANCOCK PREMIUM DIVIDEND FUND | 0.82% | 5,500,000 | - | - | 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 |
| LORD ABBETT MID CAP STOCK FUND INC | 0.65% | 200,780 | - | - | Dec 31, 2023 |
| PIONEER EQUITY INCOME FUND | 0.64% | 142,827 | - | - | Jan 31, 2024 |
| PARNASSUS INCOME FUNDS | 0.61% | 3,500,000 | - | - | Mar 31, 2024 |
| Milliman Variable Insurance Trust | 0.59% | 268 | 5 | 1.90% | Dec 31, 2023 |
| PIONEER MID CAP VALUE FUND | 0.56% | 98,404 | - | - | Jan 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Income Fund | 0.55% | 24,691 | -898 | -3.51% | Dec 31, 2023 |
| PARNASSUS FUNDS | 0.53% | 800,869 | - | - | Mar 31, 2024 |
| TRUST FOR CREDIT UNIONS | 0.52% | 2,350,000 | - | - | Feb 28, 2023 |
| 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 |
| QUAKER INVESTMENT TRUST | 0.44% | 7,300 | -9,500 | -56.55% | Dec 31, 2023 |
| COPLEY FUND INC /NV/ | 0.44% | 6,000 | - | - | Nov 30, 2022 |
| BNY Mellon Investment Funds VII, Inc. | 0.43% | 450,000 | - | - | Jan 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.43% | 144,856 | - | - | Dec 31, 2023 |
| LORD ABBETT AFFILIATED FUND INC | 0.42% | 597,205 | - | - | Jan 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 0.40% | 65,245 | - | - | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.40% | 1,770,405 | -44,692 | -2.46% | Dec 31, 2023 |
| 2nd Vote Funds | 0.39% | 3,704 | - | - | Jun 30, 2023 |
| Federated Hermes Equity Income Fund, Inc. | 0.37% | 54,725 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.35% | 173,166 | - | - | Dec 31, 2023 |
| 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 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.29% | 2,545,000 | - | - | Dec 31, 2023 |
| 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 |
| GREENSPRING FUND INC | 0.26% | 36,196 | - | - | Jun 30, 2023 |
| Voya VARIABLE PRODUCTS TRUST | 0.25% | 77,514 | - | - | Dec 31, 2023 |
| John Hancock Funds III | 0.25% | 4,327,294 | -46,349 | -1.06% | Dec 31, 2023 |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.24% | 4,199,323 | 301,724 | 7.74% | Dec 31, 2023 |
| 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 |
| GROWTH FUND OF AMERICA | 0.19% | 4,623,650 | 1,618,586 | 53.86% | Feb 29, 2024 |
| AGF Investments Trust | 0.18% | -6,360 | - | - | Dec 31, 2023 |
| PARNASSUS INCOME FUNDS | 0.17% | 1,000,000 | - | - | Mar 31, 2024 |
| NEW ECONOMY FUND | 0.17% | 764,198 | -804 | -0.11% | Feb 29, 2024 |
| MFS SERIES TRUST XI | 0.16% | 835,006 | 179,871 | 27.46% | Dec 31, 2023 |
| SCHRODER GLOBAL SERIES TRUST | 0.15% | 315 | 315 | - | Jan 31, 2021 |
| PIONEER FUND /MA/ | 0.15% | 152,442 | - | - | Dec 29, 2023 |
| JP MORGAN MUTUAL FUND INVESTMENT TRUST | 0.15% | 564,568 | - | - | Dec 31, 2023 |
| Siren ETF Trust | 0.14% | 7,866 | - | - | Dec 31, 2023 |
| MASTER ADVANTAGE SMID CAP LLC | 0.14% | 17,181 | - | - | Dec 31, 2020 |
| NUVEEN INVESTMENT TRUST | 0.14% | 54,848 | 16,309 | 42.32% | Dec 31, 2023 |
| ETF Managers Trust | 0.13% | 1,000,000 | - | - | Dec 31, 2023 |
| JOHN HANCOCK SOVEREIGN BOND FUND | 0.12% | 35,391,000 | - | - | Feb 29, 2024 |
| EATON VANCE SPECIAL INVESTMENT TRUST | 0.12% | 125,130 | - | - | Jan 31, 2024 |
| INVESTMENT CO OF AMERICA | 0.11% | 1,678,466 | - | - | Dec 31, 2023 |
| Gateway Trust | 0.11% | 180,444 | - | - | Dec 31, 2023 |
| JOHN HANCOCK INCOME SECURITIES TRUST | 0.11% | 364,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK INCOME SECURITIES TRUST | 0.11% | 361,000 | - | - | Jan 31, 2024 |
| T. Rowe Price Financial Services Fund, Inc. | 0.11% | 69,100 | 26,600 | 62.59% | Dec 31, 2023 |
| MANOR INVESTMENT FUNDS INC | 0.10% | 2,692 | - | - | Dec 31, 2023 |
| Copeland Trust | 0.10% | 5,889 | -397 | -6.32% | Feb 29, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.10% | 250,000 | - | - | Dec 31, 2023 |
| SYNTAX ETF TRUST | 0.09% | 3,020 | -645 | -17.60% | Dec 31, 2023 |
| American Funds Global Insight Fund | 0.09% | 197,471 | - | - | Jan 31, 2024 |
| WISCONSIN CAPITAL FUNDS INC | 0.09% | 20,000 | - | - | Dec 31, 2023 |
| PRIMECAP Odyssey Funds | 0.08% | 691,243 | -28,170 | -3.92% | Jan 31, 2024 |
| JOHN HANCOCK SOVEREIGN BOND FUND | 0.08% | 24,852,000 | - | - | Feb 29, 2024 |
| SPDR S&P 500 ETF TRUST | 0.08% | 3,108,056 | 318,925 | 11.43% | Dec 31, 2023 |
| Index Funds | 0.08% | 661 | -1,635 | -71.21% | Dec 31, 2023 |
| T. Rowe Price U.S. Equity Research Fund, Inc. | 0.08% | 119,727 | 66,783 | 126.14% | Dec 31, 2023 |
| AMG FUNDS III | 0.07% | 12,317 | - | - | Feb 29, 2024 |
| Calamos Long/Short Equity & Dynamic Income Trust | 0.07% | 103,000 | - | - | Jan 31, 2024 |
| VANGUARD FENWAY FUNDS | 0.07% | 1,825,770 | 13,016 | 0.72% | Dec 31, 2023 |
| SA FUNDS INVESTMENT TRUST | 0.07% | 1,079,000 | - | - | Dec 31, 2023 |
| Transparent Value Trust | 0.07% | 1,095 | - | - | Dec 31, 2023 |
| DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INC | 0.07% | 17,600 | - | - | Feb 28, 2023 |
| LORD ABBETT SECURITIES TRUST | 0.07% | 311,065 | - | - | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.06% | 1,823,130 | -22,006 | -1.19% | Dec 31, 2023 |
| Calvert Responsible Index Series, Inc. | 0.06% | 100,194 | -4,036 | -3.87% | Dec 31, 2023 |
| Engine No. 1 ETF Trust | 0.06% | 3,603 | -90 | -2.44% | Jan 31, 2024 |
| DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 0.06% | 9,983 | - | - | Dec 31, 2023 |
| JOHN HANCOCK BOND TRUST | 0.06% | 4,001,000 | - | - | Feb 29, 2024 |
| Nuveen S&P 500 BuyWrite Income Fund | 0.06% | 42,085 | -6,658 | -13.66% | Dec 31, 2023 |
| DOMINI INVESTMENT TRUST | 0.06% | 325,000 | - | - | Jan 31, 2024 |
| BNY Mellon Absolute Insight Funds, Inc. | 0.05% | 1,026,000 | - | - | Jan 31, 2024 |
| AltShares Trust | 0.05% | 9,558 | 9,558 | - | Feb 29, 2024 |
| Keeley Funds, Inc. | 0.05% | 13,623 | -927 | -6.37% | Dec 29, 2023 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.05% | 12,100 | - | - | Jan 31, 2024 |
| SELECT SECTOR SPDR TRUST | 0.05% | 1,629,875 | -11,297 | -0.69% | Dec 31, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.05% | 450,000 | - | - | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.05% | 23,853,840 | -45,320 | -0.19% | Dec 31, 2023 |
| MSS Series Trust | 0.05% | 3,895 | - | - | Feb 29, 2024 |
Discover Financial Services's largest mutual fund holder by % of total assets is "FOXBY CORP.", owning 3.50K shares, compromising 2.00% of its total assets.
Discover Financial Services Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 614 | -38.84% |
| 31 Dec, 23 | 1,004 | 7.96% |
| 30 Sep, 23 | 930 | -6.06% |
| 30 Jun, 23 | 990 | 1.75% |
| 31 Mar, 23 | 973 | -2.60% |
| 31 Dec, 22 | 999 | 6.84% |
| 30 Sep, 22 | 935 | -1.58% |
| 30 Jun, 22 | 950 | -1.14% |
| 31 Mar, 22 | 961 | -4.09% |
| 31 Dec, 21 | 1,002 | 4.05% |
| 30 Sep, 21 | 963 | 1.48% |
| 30 Jun, 21 | 949 | 2.93% |
| 31 Mar, 21 | 922 | 4.42% |
| 31 Dec, 20 | 883 | 16.03% |
| 30 Sep, 20 | 761 | -0.65% |
| 30 Jun, 20 | 766 | 2.68% |
| 31 Mar, 20 | 746 | -19.35% |
| 31 Dec, 19 | 925 | 1.87% |
| 30 Sep, 19 | 908 | 3.30% |
| 30 Jun, 19 | 879 | 1.85% |
| 31 Mar, 19 | 863 | -0.12% |
| 31 Dec, 18 | 864 | -1.71% |
| 30 Sep, 18 | 879 | -0.90% |
| 30 Jun, 18 | 887 | 1.60% |
| 31 Mar, 18 | 873 | 1.04% |
| 31 Dec, 17 | 864 | 11.20% |
| 30 Sep, 17 | 777 | -6.95% |
| 30 Jun, 17 | 835 | 0.72% |
| 31 Mar, 17 | 829 | -1.31% |
| 31 Dec, 16 | 840 | 10.67% |
| 30 Sep, 16 | 759 | 0.26% |
| 30 Jun, 16 | 757 | 4.56% |
| 31 Mar, 16 | 724 | -5.48% |
| 31 Dec, 15 | 766 | 2.82% |
| 30 Sep, 15 | 745 | -4.49% |
| 30 Jun, 15 | 780 | -3.47% |
| 31 Mar, 15 | 808 | -1.58% |
| 31 Dec, 14 | 821 | 8.03% |
| 30 Sep, 14 | 760 | 1.06% |
| 30 Jun, 14 | 752 | 3.87% |
| 31 Mar, 14 | 724 | 1.26% |
| 31 Dec, 13 | 715 | 8.01% |
| 30 Sep, 13 | 662 | 4.25% |
| 30 Jun, 13 | 635 | 119.72% |
| 31 Mar, 13 | 289 | 7.84% |
| 31 Dec, 12 | 268 | 4.69% |
| 30 Sep, 12 | 256 | 8.02% |
| 30 Jun, 12 | 237 | 2.16% |
| 31 Mar, 12 | 232 | 4.50% |
| 31 Dec, 11 | 222 | 12.69% |
| 30 Sep, 11 | 197 | 17.96% |
| 30 Jun, 11 | 167 | -0.60% |
| 31 Mar, 11 | 168 | 7.01% |
| 31 Dec, 10 | 157 | 14.60% |
| 30 Sep, 10 | 137 | -3.52% |
| 30 Jun, 10 | 142 | 1.43% |
| 31 Mar, 10 | 140 | 13.82% |
| 31 Dec, 09 | 123 | -0.81% |
| 30 Sep, 09 | 124 | -5.34% |
| 30 Jun, 09 | 131 | 4.80% |
| 31 Mar, 09 | 125 | -1.57% |
| 31 Dec, 08 | 127 | 6.72% |
| 30 Sep, 08 | 119 | -0.83% |
| 30 Jun, 08 | 120 | -3.23% |
| 31 Mar, 08 | 124 | -2.36% |
| 31 Dec, 07 | 127 | -10.56% |
| 30 Sep, 07 | 142 | 846.67% |
| 30 Jun, 07 | 15 | 1400.00% |
| 31 Mar, 07 | 1 | - |
As of 31 Mar 24, 614 institutions are holding Discover Financial Services's shares, representing a decrease of -38.84% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 85,882,821 | -60.47% |
| 31 Dec, 23 | 217,237,464 | 4.79% |
| 30 Sep, 23 | 207,310,829 | -0.50% |
| 30 Jun, 23 | 208,358,242 | -2.06% |
| 31 Mar, 23 | 212,738,885 | -4.67% |
| 31 Dec, 22 | 223,165,633 | -1.40% |
| 30 Sep, 22 | 226,329,671 | -1.48% |
| 30 Jun, 22 | 229,720,896 | -2.59% |
| 31 Mar, 22 | 235,816,784 | -2.99% |
| 31 Dec, 21 | 243,087,394 | -3.14% |
| 30 Sep, 21 | 250,977,599 | -2.83% |
| 30 Jun, 21 | 258,300,356 | -0.86% |
| 31 Mar, 21 | 260,537,099 | -1.41% |
| 31 Dec, 20 | 264,266,886 | 0.99% |
| 30 Sep, 20 | 261,667,156 | 0.99% |
| 30 Jun, 20 | 259,110,332 | 1.46% |
| 31 Mar, 20 | 255,375,722 | -3.70% |
| 31 Dec, 19 | 265,184,530 | -0.93% |
| 30 Sep, 19 | 267,678,112 | -1.85% |
| 30 Jun, 19 | 272,727,135 | -1.75% |
| 31 Mar, 19 | 277,580,006 | -3.05% |
| 31 Dec, 18 | 286,300,724 | -1.67% |
| 30 Sep, 18 | 291,153,499 | -1.79% |
| 30 Jun, 18 | 296,448,248 | -3.00% |
| 31 Mar, 18 | 305,624,902 | -0.43% |
| 31 Dec, 17 | 306,947,010 | -1.25% |
| 30 Sep, 17 | 310,841,766 | -3.13% |
| 30 Jun, 17 | 320,897,961 | -1.34% |
| 31 Mar, 17 | 325,257,625 | -1.95% |
| 31 Dec, 16 | 331,740,198 | -0.93% |
| 30 Sep, 16 | 334,842,464 | -2.77% |
| 30 Jun, 16 | 344,399,384 | -4.12% |
| 31 Mar, 16 | 359,196,714 | 0.52% |
| 31 Dec, 15 | 357,352,590 | -3.94% |
| 30 Sep, 15 | 372,007,566 | 2.29% |
| 30 Jun, 15 | 363,680,315 | -2.06% |
| 31 Mar, 15 | 371,343,255 | -2.01% |
| 31 Dec, 14 | 378,955,250 | -1.95% |
| 30 Sep, 14 | 386,477,309 | -0.77% |
| 30 Jun, 14 | 389,489,204 | -0.44% |
| 31 Mar, 14 | 391,222,887 | -0.95% |
| 31 Dec, 13 | 394,977,386 | -2.26% |
| 30 Sep, 13 | 404,117,560 | -0.51% |
| 30 Jun, 13 | 406,185,209 | 114.88% |
| 31 Mar, 13 | 189,025,015 | 3.70% |
| 31 Dec, 12 | 182,278,870 | -5.34% |
| 30 Sep, 12 | 192,568,806 | -13.37% |
| 30 Jun, 12 | 222,281,549 | 8.72% |
| 31 Mar, 12 | 204,457,266 | -5.14% |
| 31 Dec, 11 | 215,526,482 | -0.71% |
| 30 Sep, 11 | 217,071,049 | 4.07% |
| 30 Jun, 11 | 208,584,958 | 21.79% |
| 31 Mar, 11 | 171,267,485 | 25.43% |
| 31 Dec, 10 | 136,542,173 | -1.19% |
| 30 Sep, 10 | 138,186,484 | 9.05% |
| 30 Jun, 10 | 126,722,564 | 2.49% |
| 31 Mar, 10 | 123,641,209 | -0.71% |
| 31 Dec, 09 | 124,519,758 | 10.66% |
| 30 Sep, 09 | 112,524,417 | -11.48% |
| 30 Jun, 09 | 127,120,322 | -25.81% |
| 31 Mar, 09 | 171,338,932 | -10.98% |
| 31 Dec, 08 | 192,481,689 | 70.04% |
| 30 Sep, 08 | 113,201,138 | -5.19% |
| 30 Jun, 08 | 119,400,049 | 11.62% |
| 31 Mar, 08 | 106,970,181 | -16.71% |
| 31 Dec, 07 | 128,432,178 | 21.54% |
| 30 Sep, 07 | 105,672,441 | 2356.63% |
| 30 Jun, 07 | 4,301,525 | 353.98% |
| 31 Mar, 07 | 947,515 | - |
Discover Financial Services (DFS) has 85.88M shares outstanding as of 31 Mar 24, down -60.47% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 34.34% | 0.45% |
| 31 Dec, 23 | 86.89% | 1.26% |
| 30 Sep, 23 | 82.92% | 1.31% |
| 30 Jun, 23 | 79.53% | 1.21% |
| 31 Mar, 23 | 81.20% | 1.21% |
| 31 Dec, 22 | 82.05% | 1.19% |
| 30 Sep, 22 | 82.90% | 1.22% |
| 30 Jun, 22 | 82.34% | 1.20% |
| 31 Mar, 22 | 82.74% | 1.26% |
| 31 Dec, 21 | 81.03% | 1.14% |
| 30 Sep, 21 | 84.22% | 1.17% |
| 30 Jun, 21 | 84.97% | 1.18% |
| 31 Mar, 21 | 84.87% | 1.15% |
| 31 Dec, 20 | 86.08% | 1.18% |
| 30 Sep, 20 | 85.51% | 1.19% |
| 30 Jun, 20 | 84.68% | 1.23% |
| 31 Mar, 20 | 82.91% | 1.21% |
| 31 Dec, 19 | 82.87% | 1.16% |
| 30 Sep, 19 | 84.44% | 1.18% |
| 30 Jun, 19 | 84.70% | 1.18% |
| 31 Mar, 19 | 84.63% | 1.22% |
| 31 Dec, 18 | 83.23% | 1.14% |
| 30 Sep, 18 | 85.38% | 1.18% |
| 30 Jun, 18 | 85.19% | 1.15% |
| 31 Mar, 18 | 86.09% | 1.28% |
| 31 Dec, 17 | 82.07% | 1.17% |
| 30 Sep, 17 | 83.78% | 1.17% |
| 30 Jun, 17 | 84.67% | 1.19% |
| 31 Mar, 17 | 84.26% | 1.26% |
| 31 Dec, 16 | 81.91% | 1.18% |
| 30 Sep, 16 | 83.29% | 1.18% |
| 30 Jun, 16 | 84.00% | 1.13% |
| 31 Mar, 16 | 86.14% | 1.22% |
| 31 Dec, 15 | 83.89% | 1.14% |
| 30 Sep, 15 | 85.91% | 1.26% |
| 30 Jun, 15 | 82.47% | 1.20% |
| 31 Mar, 15 | 82.89% | 1.23% |
| 31 Dec, 14 | 82.02% | 1.16% |
| 30 Sep, 14 | 84.02% | 1.20% |
| 30 Jun, 14 | 83.58% | 1.21% |
| 31 Mar, 14 | 83.06% | 1.20% |
| 31 Dec, 13 | 83.15% | 1.18% |
| 30 Sep, 13 | 83.84% | 1.22% |
| 30 Jun, 13 | 83.06% | 5.72% |
| 31 Mar, 13 | 38.11% | 3.05% |
| 31 Dec, 12 | 35.33% | 2.51% |
| 30 Sep, 12 | 37.54% | 2.12% |
| 30 Jun, 12 | 42.10% | 2.83% |
| 31 Mar, 12 | 38.58% | 2.35% |
| 31 Dec, 11 | 40.51% | 2.54% |
| 30 Sep, 11 | 39.90% | 2.73% |
| 30 Jun, 11 | 38.20% | 3.87% |
| 31 Mar, 11 | 31.43% | 4.99% |
| 31 Dec, 10 | 25.10% | 3.89% |
| 30 Sep, 10 | 25.39% | 4.68% |
| 30 Jun, 10 | 23.30% | 4.70% |
| 31 Mar, 10 | 22.25% | 4.43% |
| 31 Dec, 09 | 22.41% | 4.66% |
| 30 Sep, 09 | 21.93% | 3.15% |
| 30 Jun, 09 | 26.39% | 2.08% |
| 31 Mar, 09 | 35.66% | 2.22% |
| 31 Dec, 08 | 40.06% | 7.02% |
| 30 Sep, 08 | 23.89% | 3.83% |
| 30 Jun, 08 | 24.99% | 4.98% |
| 31 Mar, 08 | 22.39% | 3.10% |
| 31 Dec, 07 | 26.88% | 5.58% |
| 30 Sep, 07 | 21.95% | 2682.31% |
| 30 Jun, 07 | 0.90% | 2279.02% |
| 31 Mar, 07 | 0.20% | - |
As of 31 Mar 24, Discover Financial Services is held by 34.34% institutional shareholders, representing a 0.45% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 237 | -50.00% |
| 31 Dec, 23 | 474 | 17.33% |
| 30 Sep, 23 | 404 | 7.45% |
| 30 Jun, 23 | 376 | - |
| 31 Mar, 23 | 376 | -19.66% |
| 31 Dec, 22 | 468 | 25.13% |
| 30 Sep, 22 | 374 | -6.50% |
| 30 Jun, 22 | 400 | 2.83% |
| 31 Mar, 22 | 389 | -15.98% |
| 31 Dec, 21 | 463 | 18.41% |
| 30 Sep, 21 | 391 | -5.33% |
| 30 Jun, 21 | 413 | -3.73% |
| 31 Mar, 21 | 429 | 0.70% |
| 31 Dec, 20 | 426 | 41.06% |
| 30 Sep, 20 | 302 | -5.03% |
| 30 Jun, 20 | 318 | 3.25% |
| 31 Mar, 20 | 308 | -19.37% |
| 31 Dec, 19 | 382 | 12.68% |
| 30 Sep, 19 | 339 | -3.14% |
| 30 Jun, 19 | 350 | -1.69% |
| 31 Mar, 19 | 356 | 4.71% |
| 31 Dec, 18 | 340 | -0.29% |
| 30 Sep, 18 | 341 | -5.28% |
| 30 Jun, 18 | 360 | 5.57% |
| 31 Mar, 18 | 341 | -9.55% |
| 31 Dec, 17 | 377 | 32.75% |
| 30 Sep, 17 | 284 | -19.32% |
| 30 Jun, 17 | 352 | 8.31% |
| 31 Mar, 17 | 325 | -14.92% |
| 31 Dec, 16 | 382 | 16.11% |
| 30 Sep, 16 | 329 | -4.91% |
| 30 Jun, 16 | 346 | 8.13% |
| 31 Mar, 16 | 320 | -6.98% |
| 31 Dec, 15 | 344 | 6.50% |
| 30 Sep, 15 | 323 | 1.89% |
| 30 Jun, 15 | 317 | -13.39% |
| 31 Mar, 15 | 366 | -3.68% |
| 31 Dec, 14 | 380 | 18.75% |
| 30 Sep, 14 | 320 | -2.14% |
| 30 Jun, 14 | 327 | 5.14% |
| 31 Mar, 14 | 311 | -0.96% |
| 31 Dec, 13 | 314 | 14.60% |
| 30 Sep, 13 | 274 | -38.98% |
| 30 Jun, 13 | 449 | 172.12% |
| 31 Mar, 13 | 165 | 25.00% |
| 31 Dec, 12 | 132 | 3.94% |
| 30 Sep, 12 | 127 | 7.63% |
| 30 Jun, 12 | 118 | 1.72% |
| 31 Mar, 12 | 116 | -3.33% |
| 31 Dec, 11 | 120 | 13.21% |
| 30 Sep, 11 | 106 | 6.00% |
| 30 Jun, 11 | 100 | 13.64% |
| 31 Mar, 11 | 88 | 7.32% |
| 31 Dec, 10 | 82 | 6.49% |
| 30 Sep, 10 | 77 | 16.67% |
| 30 Jun, 10 | 66 | -17.50% |
| 31 Mar, 10 | 80 | 17.65% |
| 31 Dec, 09 | 68 | -2.86% |
| 30 Sep, 09 | 70 | 6.06% |
| 30 Jun, 09 | 66 | -9.59% |
| 31 Mar, 09 | 73 | -3.95% |
| 31 Dec, 08 | 76 | 46.15% |
| 30 Sep, 08 | 52 | -18.75% |
| 30 Jun, 08 | 64 | -3.03% |
| 31 Mar, 08 | 66 | - |
| 31 Dec, 07 | 66 | -51.82% |
| 30 Sep, 07 | 137 | 813.33% |
| 30 Jun, 07 | 15 | 1400.00% |
| 31 Mar, 07 | 1 | - |
237 institutional shareholders have increased their position in DFS stock as of 31 Mar 24 compared to 474 in the previous quarter (a -50.00% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 234 | -29.31% |
| 31 Dec, 23 | 331 | -1.19% |
| 30 Sep, 23 | 335 | -18.69% |
| 30 Jun, 23 | 412 | 8.99% |
| 31 Mar, 23 | 378 | 19.62% |
| 31 Dec, 22 | 316 | -5.67% |
| 30 Sep, 22 | 335 | -0.59% |
| 30 Jun, 22 | 337 | -6.91% |
| 31 Mar, 22 | 362 | 13.13% |
| 31 Dec, 21 | 320 | -10.36% |
| 30 Sep, 21 | 357 | 10.87% |
| 30 Jun, 21 | 322 | 7.33% |
| 31 Mar, 21 | 300 | -2.91% |
| 31 Dec, 20 | 309 | 3.34% |
| 30 Sep, 20 | 299 | -3.24% |
| 30 Jun, 20 | 309 | 0.98% |
| 31 Mar, 20 | 306 | -9.47% |
| 31 Dec, 19 | 338 | -7.65% |
| 30 Sep, 19 | 366 | 4.27% |
| 30 Jun, 19 | 351 | 0.57% |
| 31 Mar, 19 | 349 | 0.29% |
| 31 Dec, 18 | 348 | 2.35% |
| 30 Sep, 18 | 340 | 4.94% |
| 30 Jun, 18 | 324 | -7.43% |
| 31 Mar, 18 | 350 | 8.70% |
| 31 Dec, 17 | 322 | -1.23% |
| 30 Sep, 17 | 326 | -1.51% |
| 30 Jun, 17 | 331 | -6.76% |
| 31 Mar, 17 | 355 | 10.25% |
| 31 Dec, 16 | 322 | 10.27% |
| 30 Sep, 16 | 292 | 5.42% |
| 30 Jun, 16 | 277 | -7.67% |
| 31 Mar, 16 | 300 | 3.09% |
| 31 Dec, 15 | 291 | -1.36% |
| 30 Sep, 15 | 295 | -12.98% |
| 30 Jun, 15 | 339 | 9.00% |
| 31 Mar, 15 | 311 | 0.97% |
| 31 Dec, 14 | 308 | 8.83% |
| 30 Sep, 14 | 283 | -0.70% |
| 30 Jun, 14 | 285 | -3.72% |
| 31 Mar, 14 | 296 | 5.34% |
| 31 Dec, 13 | 281 | -0.35% |
| 30 Sep, 13 | 282 | 118.60% |
| 30 Jun, 13 | 129 | 34.38% |
| 31 Mar, 13 | 96 | -9.43% |
| 31 Dec, 12 | 106 | 6.00% |
| 30 Sep, 12 | 100 | 11.11% |
| 30 Jun, 12 | 90 | -7.22% |
| 31 Mar, 12 | 97 | 36.62% |
| 31 Dec, 11 | 71 | 9.23% |
| 30 Sep, 11 | 65 | 30.00% |
| 30 Jun, 11 | 50 | -13.79% |
| 31 Mar, 11 | 58 | -1.69% |
| 31 Dec, 10 | 59 | 55.26% |
| 30 Sep, 10 | 38 | -30.91% |
| 30 Jun, 10 | 55 | 44.74% |
| 31 Mar, 10 | 38 | 5.56% |
| 31 Dec, 09 | 36 | -2.70% |
| 30 Sep, 09 | 37 | -9.76% |
| 30 Jun, 09 | 41 | 24.24% |
| 31 Mar, 09 | 33 | -5.71% |
| 31 Dec, 08 | 35 | -20.45% |
| 30 Sep, 08 | 44 | 25.71% |
| 30 Jun, 08 | 35 | -5.41% |
| 31 Mar, 08 | 37 | -13.95% |
| 31 Dec, 07 | 43 | - |
| 30 Sep, 07 | - | - |
| 30 Jun, 07 | - | - |
| 31 Mar, 07 | - | - |
234 institutional shareholders have reduced their position in DFS stock as of 31 Mar 24 compared to 331 in the previous quarter (a -29.31% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 614 | -38.84% | 85,882,821 | -60.47% | 34.34% | 0.45% | 237 | -50.00% | 234 | -29.31% |
| 31 Dec, 23 | 1,004 | 7.96% | 217,237,464 | 4.79% | 86.89% | 1.26% | 474 | 17.33% | 331 | -1.19% |
| 30 Sep, 23 | 930 | -6.06% | 207,310,829 | -0.50% | 82.92% | 1.31% | 404 | 7.45% | 335 | -18.69% |
| 30 Jun, 23 | 990 | 1.75% | 208,358,242 | -2.06% | 79.53% | 1.21% | 376 | - | 412 | 8.99% |
| 31 Mar, 23 | 973 | -2.60% | 212,738,885 | -4.67% | 81.20% | 1.21% | 376 | -19.66% | 378 | 19.62% |
| 31 Dec, 22 | 999 | 6.84% | 223,165,633 | -1.40% | 82.05% | 1.19% | 468 | 25.13% | 316 | -5.67% |
| 30 Sep, 22 | 935 | -1.58% | 226,329,671 | -1.48% | 82.90% | 1.22% | 374 | -6.50% | 335 | -0.59% |
| 30 Jun, 22 | 950 | -1.14% | 229,720,896 | -2.59% | 82.34% | 1.20% | 400 | 2.83% | 337 | -6.91% |
| 31 Mar, 22 | 961 | -4.09% | 235,816,784 | -2.99% | 82.74% | 1.26% | 389 | -15.98% | 362 | 13.13% |
| 31 Dec, 21 | 1,002 | 4.05% | 243,087,394 | -3.14% | 81.03% | 1.14% | 463 | 18.41% | 320 | -10.36% |
| 30 Sep, 21 | 963 | 1.48% | 250,977,599 | -2.83% | 84.22% | 1.17% | 391 | -5.33% | 357 | 10.87% |
| 30 Jun, 21 | 949 | 2.93% | 258,300,356 | -0.86% | 84.97% | 1.18% | 413 | -3.73% | 322 | 7.33% |
| 31 Mar, 21 | 922 | 4.42% | 260,537,099 | -1.41% | 84.87% | 1.15% | 429 | 0.70% | 300 | -2.91% |
| 31 Dec, 20 | 883 | 16.03% | 264,266,886 | 0.99% | 86.08% | 1.18% | 426 | 41.06% | 309 | 3.34% |
| 30 Sep, 20 | 761 | -0.65% | 261,667,156 | 0.99% | 85.51% | 1.19% | 302 | -5.03% | 299 | -3.24% |
| 30 Jun, 20 | 766 | 2.68% | 259,110,332 | 1.46% | 84.68% | 1.23% | 318 | 3.25% | 309 | 0.98% |
| 31 Mar, 20 | 746 | -19.35% | 255,375,722 | -3.70% | 82.91% | 1.21% | 308 | -19.37% | 306 | -9.47% |
| 31 Dec, 19 | 925 | 1.87% | 265,184,530 | -0.93% | 82.87% | 1.16% | 382 | 12.68% | 338 | -7.65% |
| 30 Sep, 19 | 908 | 3.30% | 267,678,112 | -1.85% | 84.44% | 1.18% | 339 | -3.14% | 366 | 4.27% |
| 30 Jun, 19 | 879 | 1.85% | 272,727,135 | -1.75% | 84.70% | 1.18% | 350 | -1.69% | 351 | 0.57% |
| 31 Mar, 19 | 863 | -0.12% | 277,580,006 | -3.05% | 84.63% | 1.22% | 356 | 4.71% | 349 | 0.29% |
| 31 Dec, 18 | 864 | -1.71% | 286,300,724 | -1.67% | 83.23% | 1.14% | 340 | -0.29% | 348 | 2.35% |
| 30 Sep, 18 | 879 | -0.90% | 291,153,499 | -1.79% | 85.38% | 1.18% | 341 | -5.28% | 340 | 4.94% |
| 30 Jun, 18 | 887 | 1.60% | 296,448,248 | -3.00% | 85.19% | 1.15% | 360 | 5.57% | 324 | -7.43% |
| 31 Mar, 18 | 873 | 1.04% | 305,624,902 | -0.43% | 86.09% | 1.28% | 341 | -9.55% | 350 | 8.70% |
| 31 Dec, 17 | 864 | 11.20% | 306,947,010 | -1.25% | 82.07% | 1.17% | 377 | 32.75% | 322 | -1.23% |
| 30 Sep, 17 | 777 | -6.95% | 310,841,766 | -3.13% | 83.78% | 1.17% | 284 | -19.32% | 326 | -1.51% |
| 30 Jun, 17 | 835 | 0.72% | 320,897,961 | -1.34% | 84.67% | 1.19% | 352 | 8.31% | 331 | -6.76% |
| 31 Mar, 17 | 829 | -1.31% | 325,257,625 | -1.95% | 84.26% | 1.26% | 325 | -14.92% | 355 | 10.25% |
| 31 Dec, 16 | 840 | 10.67% | 331,740,198 | -0.93% | 81.91% | 1.18% | 382 | 16.11% | 322 | 10.27% |
| 30 Sep, 16 | 759 | 0.26% | 334,842,464 | -2.77% | 83.29% | 1.18% | 329 | -4.91% | 292 | 5.42% |
| 30 Jun, 16 | 757 | 4.56% | 344,399,384 | -4.12% | 84.00% | 1.13% | 346 | 8.13% | 277 | -7.67% |
| 31 Mar, 16 | 724 | -5.48% | 359,196,714 | 0.52% | 86.14% | 1.22% | 320 | -6.98% | 300 | 3.09% |
| 31 Dec, 15 | 766 | 2.82% | 357,352,590 | -3.94% | 83.89% | 1.14% | 344 | 6.50% | 291 | -1.36% |
| 30 Sep, 15 | 745 | -4.49% | 372,007,566 | 2.29% | 85.91% | 1.26% | 323 | 1.89% | 295 | -12.98% |
| 30 Jun, 15 | 780 | -3.47% | 363,680,315 | -2.06% | 82.47% | 1.20% | 317 | -13.39% | 339 | 9.00% |
| 31 Mar, 15 | 808 | -1.58% | 371,343,255 | -2.01% | 82.89% | 1.23% | 366 | -3.68% | 311 | 0.97% |
| 31 Dec, 14 | 821 | 8.03% | 378,955,250 | -1.95% | 82.02% | 1.16% | 380 | 18.75% | 308 | 8.83% |
| 30 Sep, 14 | 760 | 1.06% | 386,477,309 | -0.77% | 84.02% | 1.20% | 320 | -2.14% | 283 | -0.70% |
| 30 Jun, 14 | 752 | 3.87% | 389,489,204 | -0.44% | 83.58% | 1.21% | 327 | 5.14% | 285 | -3.72% |
| 31 Mar, 14 | 724 | 1.26% | 391,222,887 | -0.95% | 83.06% | 1.20% | 311 | -0.96% | 296 | 5.34% |
| 31 Dec, 13 | 715 | 8.01% | 394,977,386 | -2.26% | 83.15% | 1.18% | 314 | 14.60% | 281 | -0.35% |
| 30 Sep, 13 | 662 | 4.25% | 404,117,560 | -0.51% | 83.84% | 1.22% | 274 | -38.98% | 282 | 118.60% |
| 30 Jun, 13 | 635 | 119.72% | 406,185,209 | 114.88% | 83.06% | 5.72% | 449 | 172.12% | 129 | 34.38% |
| 31 Mar, 13 | 289 | 7.84% | 189,025,015 | 3.70% | 38.11% | 3.05% | 165 | 25.00% | 96 | -9.43% |
| 31 Dec, 12 | 268 | 4.69% | 182,278,870 | -5.34% | 35.33% | 2.51% | 132 | 3.94% | 106 | 6.00% |
| 30 Sep, 12 | 256 | 8.02% | 192,568,806 | -13.37% | 37.54% | 2.12% | 127 | 7.63% | 100 | 11.11% |
| 30 Jun, 12 | 237 | 2.16% | 222,281,549 | 8.72% | 42.10% | 2.83% | 118 | 1.72% | 90 | -7.22% |
| 31 Mar, 12 | 232 | 4.50% | 204,457,266 | -5.14% | 38.58% | 2.35% | 116 | -3.33% | 97 | 36.62% |
| 31 Dec, 11 | 222 | 12.69% | 215,526,482 | -0.71% | 40.51% | 2.54% | 120 | 13.21% | 71 | 9.23% |
| 30 Sep, 11 | 197 | 17.96% | 217,071,049 | 4.07% | 39.90% | 2.73% | 106 | 6.00% | 65 | 30.00% |
| 30 Jun, 11 | 167 | -0.60% | 208,584,958 | 21.79% | 38.20% | 3.87% | 100 | 13.64% | 50 | -13.79% |
| 31 Mar, 11 | 168 | 7.01% | 171,267,485 | 25.43% | 31.43% | 4.99% | 88 | 7.32% | 58 | -1.69% |
| 31 Dec, 10 | 157 | 14.60% | 136,542,173 | -1.19% | 25.10% | 3.89% | 82 | 6.49% | 59 | 55.26% |
| 30 Sep, 10 | 137 | -3.52% | 138,186,484 | 9.05% | 25.39% | 4.68% | 77 | 16.67% | 38 | -30.91% |
| 30 Jun, 10 | 142 | 1.43% | 126,722,564 | 2.49% | 23.30% | 4.70% | 66 | -17.50% | 55 | 44.74% |
| 31 Mar, 10 | 140 | 13.82% | 123,641,209 | -0.71% | 22.25% | 4.43% | 80 | 17.65% | 38 | 5.56% |
| 31 Dec, 09 | 123 | -0.81% | 124,519,758 | 10.66% | 22.41% | 4.66% | 68 | -2.86% | 36 | -2.70% |
| 30 Sep, 09 | 124 | -5.34% | 112,524,417 | -11.48% | 21.93% | 3.15% | 70 | 6.06% | 37 | -9.76% |
| 30 Jun, 09 | 131 | 4.80% | 127,120,322 | -25.81% | 26.39% | 2.08% | 66 | -9.59% | 41 | 24.24% |
| 31 Mar, 09 | 125 | -1.57% | 171,338,932 | -10.98% | 35.66% | 2.22% | 73 | -3.95% | 33 | -5.71% |
| 31 Dec, 08 | 127 | 6.72% | 192,481,689 | 70.04% | 40.06% | 7.02% | 76 | 46.15% | 35 | -20.45% |
| 30 Sep, 08 | 119 | -0.83% | 113,201,138 | -5.19% | 23.89% | 3.83% | 52 | -18.75% | 44 | 25.71% |
| 30 Jun, 08 | 120 | -3.23% | 119,400,049 | 11.62% | 24.99% | 4.98% | 64 | -3.03% | 35 | -5.41% |
| 31 Mar, 08 | 124 | -2.36% | 106,970,181 | -16.71% | 22.39% | 3.10% | 66 | - | 37 | -13.95% |
| 31 Dec, 07 | 127 | -10.56% | 128,432,178 | 21.54% | 26.88% | 5.58% | 66 | -51.82% | 43 | - |
| 30 Sep, 07 | 142 | 846.67% | 105,672,441 | 2356.63% | 21.95% | 2682.31% | 137 | 813.33% | - | - |
| 30 Jun, 07 | 15 | 1400.00% | 4,301,525 | 353.98% | 0.90% | 2279.02% | 15 | 1400.00% | - | - |
| 31 Mar, 07 | 1 | - | 947,515 | - | 0.20% | - | 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 Hellen Amy on May 03 2024, selling 208 shares at $123.58 per share (valued at $25.70K).
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 (34.34%), insiders (0.57%), and public (65.09%). The largest institutional shareholder of Discover Financial Services is VANGUARD GROUP INC (12.17% of total shares) and the top mutual fund owner is FOXBY CORP. (2.00% of total shares).
Who are the major institutional shareholders of Discover Financial Services?
Discover Financial Services's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., CAPITAL WORLD INVESTORS, STATE STREET CORP, and FMR LLC. The top five shareholders own together 33.06% of the company's share outstanding.
How many Discover Financial Services shareholders are there?
As of Mar 2024, there are 614 institutional shareholders of Discover Financial Services.
What percentage of Discover Financial Services is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 30.43M shares of Discover Financial Services, representing 12.17% of the company's total shares outstanding, valued at $3.99B (as of Mar 2024).
What percentage of Discover Financial Services is owned by BLACKROCK INC?
As of Mar 2024, BLACKROCK INC holds 18.61M shares of Discover Financial Services (DFS), compromising 7.44% of the company, valued at $2.44B.
What percentage of Discover Financial Services is owned by CAPITAL WORLD INVESTORS?
CAPITAL WORLD INVESTORS is the third largest holder of Discover Financial Services. The company owns 16.73M of the company's shares outstanding (worth $2.19B).