Discover Financial Services Ownership | Who Owns Discover Financial Services?
Discover Financial Services Ownership Summary
Discover Financial Services is owned by 84.25% institutional investors, 0.70% insiders, and 15.05% retail investors. Vanguard group is the largest institutional shareholder, holding 12.37% of DFS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.14% of its assets in Discover Financial Services shares.
DFS Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Discover Financial Services | 84.25% | 0.70% | 15.05% |
Sector | Financial Services Stocks | 40.08% | 14.24% | 45.69% |
Industry | Credit Services Stocks | 39.92% | 8.89% | 51.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 31.05M | 12.37% | $5.38B |
Blackrock funding, inc. /de | 21.77M | 8.67% | $3.77B |
Capital world investors | 19.50M | 7.77% | $3.38B |
State street | 10.80M | 4.30% | $1.87B |
Fmr | 7.55M | 3.01% | $1.31B |
Geode capital management | 6.24M | 2.49% | $1.08B |
Boston partners | 4.81M | 1.92% | $837.56M |
Norges bank | 4.18M | 1.67% | $724.72M |
Dimensional fund advisors lp | 3.16M | 1.26% | $546.82M |
Invesco | 2.97M | 1.19% | $515.27M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Vazirani asset management | 25.62K | 13.77% | $4.44M |
Sessa capital im | 1.78M | 11.03% | $307.68M |
Brave warrior advisors | 2.52M | 10.88% | $437.23M |
Alpine associates management | 864.16K | 9.08% | $149.70M |
One fin capital management lp | 100.00K | 7.49% | $17.32M |
14b captial management lp | 94.00K | 7.09% | $16.28M |
Khrom capital management | 349.06K | 6.85% | $60.47M |
Lb partners | 46.35K | 6.02% | $8.03M |
Bruni j v & co /co | 303.33K | 5.95% | $52.55M |
Clearalpha technologies lp | 40.87K | 4.85% | $7.08M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 4.18M | 0.10% | 4.18M |
C2p capital advisory group, llc d.b.a. prosperity capital advisors | 2.03M | 4.26% | 2.03M |
Ubs group | 2.13M | 0.07% | 1.20M |
Blackrock funding, inc. /de | 21.77M | 0.08% | 1.13M |
Invesco | 2.97M | 0.10% | 826.29K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Southpoint capital advisors lp | - | - | -1.50M |
Capital world investors | 19.50M | 0.51% | -1.39M |
Hotchkis & wiley capital management | 7.04K | 0.00% | -1.19M |
Cooke & bieler lp | - | - | -1.03M |
Brave warrior advisors | 2.52M | 10.88% | -930.74K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 4.18M | 0.10% | 4.18M | $724.72M |
C2p capital advisory group, llc d.b.a. prosperity capital advisors | 2.03M | 4.26% | 2.03M | $50.48M |
Third point | 640.00K | 1.49% | 640.00K | $110.87M |
Empyrean capital partners, lp | 583.00K | 4.61% | 583.00K | $100.99M |
Rokos capital management llp | 561.67K | 0.97% | 561.67K | $97.36M |
Sold Out
Holder | Change |
---|---|
Mendota financial group | -1.00 |
Evolution advisers | -10.00 |
Claris advisors, llc / mo / | -11.00 |
Plante moran financial advisors | -28.00 |
Jaffetilchin investment partners | -46.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 1,163 | 6.50% | 211,467,260 | 1.37% | 84 | 1.22% | 526 | 9.58% | 399 | 13.03% |
Sep 30, 2024 | 1,087 | 3.13% | 208,570,713 | -1.93% | 83 | 1.16% | 478 | 14.63% | 350 | -7.41% |
Jun 30, 2024 | 1,054 | -1.22% | 212,679,235 | 2.04% | 84 | 1.22% | 417 | -6.29% | 378 | -5.26% |
Mar 31, 2024 | 1,067 | 4.10% | 208,421,032 | -4.22% | 83 | 1.10% | 445 | -7.68% | 399 | 18.40% |
Dec 31, 2023 | 1,025 | 8.24% | 217,594,661 | 3.39% | 87 | 1.23% | 482 | 19.60% | 337 | -2.03% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 7.88M | 3.14% | 15.62K |
American Funds Washington Mutual A | 7.56M | 3.01% | - |
Capital Group Wash Mutual Invtrs Comp | 7.56M | 3.01% | - |
Vanguard Institutional 500 Index Trust | 6.92M | 2.75% | 116.15K |
Vanguard Mid Cap Index Institutional | 5.40M | 2.15% | 801.00 |
American Funds American Balanced A | 4.02M | 1.60% | - |
Capital Group Growth Fnd of Amer Comp | 3.30M | 1.31% | -1.33M |
American Funds Growth Fund of Amer A | 3.30M | 1.31% | -1.33M |
SPDR® S&P 500® ETF Trust | 3.13M | 1.24% | 12.58K |
Fidelity 500 Index | 3.12M | 1.24% | 14.24K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jan 26, 2024 | Greene John | EVP, Chief Financial Officer | Sell | $3.75M |
Mar 03, 2023 | Eichfeld Robert Andrew | EVP - Chief HR & Admin Officer | Sell | $1.54M |
Feb 02, 2023 | Minetti Carlos | EVP, Pres. - Consumer Banking | Sell | $826.00K |
Feb 01, 2023 | Minetti Carlos | EVP, Pres. - Consumer Banking | Sell | $809.55K |
Dec 07, 2022 | Moskow Michael H | - | Sell | $135.68K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q2 | - | - |
2024 Q1 | - | 1 |
2023 Q3 | - | - |
2023 Q2 | - | - |
2023 Q1 | - | 3 |
DFS Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools