Discover Financial Services (DFS) Ownership

172.77 ↑0.27 (0.16%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Discover Financial Services (DFS), owning a total of 30.5 million shares. Combined, the top 38 institutional holders of DFS own 75.37% of the company with a total of 189.4 million shares.

In the latest ownership report on June 30th 2024, the top 38 institutional holders increased their combined ownership of DFS by 6.9 million shares. 14 institutions bought 7,576,395 total additional shares and increased their ownership by an average of 10.29%. However 6 institutions sold 641,596 total shares and decreased their ownership by an average of 4.49%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Discover Financial Services increased by a net total of 6,934,799 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.148%	0.228%	30,500,279	69,456	2024-06-30
Capital World Investors	8.068%	21.069%	20,255,812	3,525,029	2024-06-30
BlackRock Inc	7.715%	4.090%	19,370,123	761,131	2024-06-30
State Street Corp	4.149%	0.711%	10,417,443	73,561	2024-06-30
Morgan Stanley - Brokerage Accounts	3.734%	2.114%	9,375,142	194,068	2024-06-30
FMR Inc	2.762%	5.570%	6,935,635	365,941	2024-06-30
Geode Capital Management, LLC	2.426%	1.163%	6,091,221	70,039	2024-06-30
NORGES BANK	1.728%	51.372%	4,339,127	1,472,586	2024-06-30
Dimensional Fund Advisors, Inc.	1.469%	-0.289%	3,688,683	-10,700	2024-06-30
Brave Warrior Advisors LLC	1.379%	4.559%	3,460,972	150,895	2024-06-30
Sessa Capital IM LP	1.007%	-1.141%	2,528,879	-29,183	2024-06-30
Balyasny Asset Management LLC	0.974%	-10.030%	2,444,626	-272,531	2024-06-30
Amvescap Plc.	0.955%	6.010%	2,398,821	135,993	2024-06-30
Northern Trust Corp	0.938%	-0.582%	2,353,979	-13,768	2024-06-30
Legal & General Group PLC	0.816%	-1.814%	2,048,973	-37,851	2024-06-30
Bank of New York Mellon Corp	0.808%	0.247%	2,029,452	4,996	2024-06-30
Southpoint Capital Advisors LP	0.797%	11.111%	2,000,000	200,000	2024-06-30
Millennium Management LLC	0.736%	-13.056%	1,848,364	-277,563	2024-06-30
Goldman Sachs Group Inc	0.736%	23.220%	1,846,569	347,971	2024-06-30
Capital Research & Mgmt Co - Division 3	0.726%	12.649%	1,823,284	204,729	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.148%	0.228%	30,500,279	69,456	2024-06-30
Capital World Investors	8.068%	21.069%	20,255,812	3,525,029	2024-06-30
BlackRock Inc	7.715%	4.090%	19,370,123	761,131	2024-06-30
State Street Corp	4.149%	0.711%	10,417,443	73,561	2024-06-30
State Street Corporation	4.120%	-2.286%	10,343,882	-241,967	2024-03-31
Morgan Stanley - Brokerage Accounts	3.734%	2.114%	9,375,142	194,068	2024-06-30
FMR Inc	2.762%	5.570%	6,935,635	365,941	2024-06-30
Geode Capital Management, LLC	2.426%	1.163%	6,091,221	70,039	2024-06-30
Macquarie Group Ltd	2.017%	6.089%	5,121,356	293,924	2022-12-31
NORGES BANK	1.728%	51.372%	4,339,127	1,472,586	2024-06-30
Capital Research Global Investors	1.697%	0.000%	4,244,530	4,244,530	2023-06-30
Boston Partners Global Investors, Inc	1.614%	-55.333%	4,052,577	-5,020,252	2024-03-31
Dimensional Fund Advisors, Inc.	1.469%	-0.289%	3,688,683	-10,700	2024-06-30
Arrowstreet Capital Limited Partnership	1.453%	61.733%	3,633,251	1,386,794	2023-06-30
Brave Warrior Advisors LLC	1.379%	4.559%	3,460,972	150,895	2024-06-30
Sessa Capital IM LP	1.007%	-1.141%	2,528,879	-29,183	2024-06-30
Balyasny Asset Management LLC	0.974%	-10.030%	2,444,626	-272,531	2024-06-30
Amvescap Plc.	0.955%	6.010%	2,398,821	135,993	2024-06-30
Northern Trust Corp	0.938%	-0.582%	2,353,979	-13,768	2024-06-30
Citadel Advisors Llc	0.928%	114.797%	2,320,191	1,240,012	2023-03-31
Barclays PLC	0.910%	-10.092%	2,283,768	-256,350	2024-03-31
Envestnet Asset Management Inc	0.847%	12,218.400%	2,122,824	2,105,591	2023-12-31
Legal & General Group PLC	0.816%	-1.814%	2,048,973	-37,851	2024-06-30
Bank of America Corp	0.747%	13.425%	2,040,175	241,469	2022-06-30
Bank of New York Mellon Corp	0.808%	0.247%	2,029,452	4,996	2024-06-30
BB&T Corp.	0.809%	239.618%	2,027,686	1,430,637	2023-12-31
Rockefeller Capital Management L.P.	0.805%	23.259%	2,012,846	379,821	2023-03-31
Principal Financial Group Inc	0.804%	-1.009%	2,009,513	-20,480	2023-06-30
Southpoint Capital Advisors LP	0.797%	11.111%	2,000,000	200,000	2024-06-30
Ameriprise Financial Inc	0.800%	-7.353%	1,999,587	-158,691	2023-06-30
LSV Asset Management	0.769%	-2.053%	1,921,949	-40,290	2023-09-30
JPMorgan Chase & Co	0.761%	0.187%	1,909,827	3,568	2024-03-31
First Trust Advisors L.P.	0.747%	-7.492%	1,876,045	-151,926	2024-03-31
Nuveen Asset Management, LLC	0.742%	5.171%	1,855,763	91,250	2023-09-30
Millennium Management LLC	0.736%	-13.056%	1,848,364	-277,563	2024-06-30
Goldman Sachs Group Inc	0.736%	23.220%	1,846,569	347,971	2024-06-30
PRIMECAP Management Company	0.731%	-0.662%	1,828,939	-12,190	2023-09-30
Capital Research & Mgmt Co - Division 3	0.726%	12.649%	1,823,284	204,729	2024-06-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Discover Financial Services (DFS), owning a total of 8.1 million shares. Combined, the top 30 mutual fund holders of DFS own 43.16% of the company with a total of 108.3 million shares.

In the latest ownership report on October 31st 2024, the top 30 fund holders increased their combined ownership of DFS by 12 thousand shares. 3 funds bought 21,098 total additional shares and increased their ownership by an average of 0.24%. However 1 funds sold 8,940 total shares and decreased their ownership by an average of 0.52%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Discover Financial Services increased by a net total of 12,158 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500® ETF Trust	1.219%	0.525%	3,060,936	15,984	2024-10-31
iShares Core S&P 500 ETF	1.113%	0.154%	2,794,695	4,292	2024-10-31
The Financial Select Sector SPDR® ETF	0.685%	-0.517%	1,720,727	-8,940	2024-10-31
First Trust Rising Dividend Achiev ETF	0.675%	0.049%	1,694,819	822	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	3.239%	-2.461%	8,100,311	-204,337	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.173%	0.543%	7,965,834	43,005	2024-09-30
American Funds Washington Mutual A	3.011%	4.716%	7,558,634	340,418	2024-09-30
Capital Group Wash Mutual Invtrs Comp	3.011%	4.716%	7,558,634	340,418	2024-09-30
Vanguard Institutional 500 Index Trust	2.620%	0.312%	6,576,731	20,434	2024-09-30
Vanguard 500 Index Investor	2.448%	0.622%	6,118,970	37,821	2023-08-31
Vanguard Mid Cap Index Institutional	2.118%	-0.846%	5,317,182	-45,356	2024-09-30
Capital Group Growth Fnd of Amer Comp	1.842%	0.000%	4,623,650	0	2024-09-30
American Funds Growth Fund of Amer A	1.842%	0.000%	4,623,650	0	2024-09-30
American Funds American Balanced A	1.603%	5.019%	4,023,837	192,319	2024-09-30
Fidelity 500 Index	1.229%	-0.029%	3,086,444	-893	2024-09-30
SPDR® S&P 500® ETF Trust	1.219%	0.525%	3,060,936	15,984	2024-10-31
SPDR® S&P 500 ETF Trust	1.194%	0.697%	2,991,876	20,720	2024-05-30
Fidelity® 500 Index	1.165%	0.640%	2,912,596	18,535	2023-11-30
iShares Core S&P 500 ETF	1.113%	0.154%	2,794,695	4,292	2024-10-31
Capital Group Fundamental Invtrs Comp	1.077%	1.113%	2,704,490	29,765	2024-09-30
American Funds Fundamental Invs A	1.077%	1.113%	2,704,490	29,765	2024-09-30
Capital Group Wrld Grwth & Inc Trust Cmp	0.986%	0.000%	2,581,702	0	2022-12-31
Fidelity® Low-Priced Stock	0.998%	13.535%	2,494,804	297,415	2023-10-31
Fidelity Low-Priced Stock	0.994%	0.000%	2,489,305	0	2023-12-31
JHancock Disciplined Value Mid Cap I	0.917%	-6.436%	2,292,118	-157,660	2023-12-31
Vanguard Value Index Inv	0.847%	2.277%	2,126,733	47,354	2024-09-30
JHancock Disciplined Value I	0.814%	-2.167%	2,035,176	-45,078	2023-12-31
Vanguard Mid-Cap Value ETF	0.686%	0.104%	1,721,733	1,796	2024-09-30
The Financial Select Sector SPDR® ETF	0.685%	-0.517%	1,720,727	-8,940	2024-10-31
First Trust Rising Dividend Achiev ETF	0.675%	0.049%	1,694,819	822	2024-10-31
Financial Select Sector SPDR® ETF	0.673%	0.032%	1,686,567	546	2024-05-30
Vanguard Institutional Index I	0.636%	-0.736%	1,596,577	-11,843	2024-09-30
Capital Group World Growth & Inc Cmp	0.633%	-0.048%	1,590,104	-764	2024-09-30
American Funds Capital World Gr&Inc A	0.633%	-0.048%	1,590,104	-764	2024-09-30