Discover Financial Services (DFS) Ownership

127.68 ↑2.01 (1.60%)

As of April 26, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Discover Financial Services (DFS), owning a total of 32.3 million shares. Combined, the top 35 institutional holders of DFS own 71.52% of the company with a total of 179.8 million shares.

In the latest ownership report on December 31st 2023, the top 35 institutional holders increased their combined ownership of DFS by 6.9 million shares. 13 institutions bought 8,354,453 total additional shares and increased their ownership by an average of 968.20%. However 7 institutions sold 1,461,058 total shares and decreased their ownership by an average of 4.77%.

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 6,893,395 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	12.904%	-0.076%	32,331,025	-24,560	2023-12-31
Capital World Investors	8.232%	-2.357%	20,626,209	-497,926	2023-12-31
BlackRock Inc	7.465%	3.835%	18,704,918	690,906	2023-12-31
State Street Corporation	4.225%	4.560%	10,585,849	461,627	2023-12-31
Boston Partners Global Investors, Inc	3.621%	5.532%	9,072,829	475,579	2023-12-31
FMR Inc	2.658%	17.100%	6,659,323	972,475	2023-12-31
Geode Capital Management, LLC	2.248%	2.688%	5,631,713	147,427	2023-12-31
Morgan Stanley - Brokerage Accounts	1.772%	1.090%	4,438,487	47,874	2023-12-31
Dimensional Fund Advisors, Inc.	1.459%	6.326%	3,655,558	217,475	2023-12-31
Goldman Sachs Group Inc	1.367%	57.785%	3,423,998	1,253,957	2023-12-31
NORGES BANK	1.144%	-17.682%	2,866,541	-615,749	2023-12-31
Barclays PLC	1.014%	-0.286%	2,540,118	-7,280	2023-12-31
Northern Trust Corp	1.004%	-2.390%	2,516,433	-61,620	2023-12-31
Amvescap Plc.	0.910%	2.099%	2,280,203	46,879	2023-12-31
Southpoint Capital Advisors LP	0.878%	-9.491%	2,200,000	-230,700	2023-12-31
Envestnet Asset Management Inc	0.847%	12,218.400%	2,122,824	2,105,591	2023-12-31
Bank of New York Mellon Corp	0.839%	10.311%	2,102,419	196,520	2023-12-31
Legal & General Group PLC	0.834%	17.259%	2,089,251	307,506	2023-12-31
First Trust Advisors L.P.	0.809%	-1.132%	2,027,971	-23,223	2023-12-31
BB&T Corp.	0.811%	239.618%	2,027,686	1,430,637	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.904%	-0.076%	32,331,025	-24,560	2023-12-31
Capital World Investors	8.232%	-2.357%	20,626,209	-497,926	2023-12-31
BlackRock Inc	7.465%	3.835%	18,704,918	690,906	2023-12-31
State Street Corporation	4.225%	4.560%	10,585,849	461,627	2023-12-31
Boston Partners Global Investors, Inc	3.621%	5.532%	9,072,829	475,579	2023-12-31
FMR Inc	2.658%	17.100%	6,659,323	972,475	2023-12-31
Capital Research & Mgmt Co - Division 3	2.377%	-59.092%	6,346,397	-9,167,459	2022-09-30
Geode Capital Management, LLC	2.248%	2.688%	5,631,713	147,427	2023-12-31
Macquarie Group Ltd	2.017%	6.089%	5,121,356	293,924	2022-12-31
Morgan Stanley - Brokerage Accounts	1.772%	1.090%	4,438,487	47,874	2023-12-31
Capital Research Global Investors	1.697%	0.000%	4,244,530	4,244,530	2023-06-30
Dimensional Fund Advisors, Inc.	1.459%	6.326%	3,655,558	217,475	2023-12-31
Arrowstreet Capital Limited Partnership	1.453%	61.733%	3,633,251	1,386,794	2023-06-30
Goldman Sachs Group Inc	1.367%	57.785%	3,423,998	1,253,957	2023-12-31
NORGES BANK	1.144%	-17.682%	2,866,541	-615,749	2023-12-31
Barclays PLC	1.014%	-0.286%	2,540,118	-7,280	2023-12-31
Northern Trust Corp	1.004%	-2.390%	2,516,433	-61,620	2023-12-31
Brave Warrior Advisors LLC	0.950%	0.000%	2,381,258	2,381,258	2023-09-30
Citadel Advisors Llc	0.928%	114.797%	2,320,191	1,240,012	2023-03-31
Amvescap Plc.	0.910%	2.099%	2,280,203	46,879	2023-12-31
Millennium Management LLC	0.878%	33.151%	2,228,263	554,772	2022-12-31
Southpoint Capital Advisors LP	0.878%	-9.491%	2,200,000	-230,700	2023-12-31
Envestnet Asset Management Inc	0.847%	12,218.400%	2,122,824	2,105,591	2023-12-31
Bank of New York Mellon Corp	0.839%	10.311%	2,102,419	196,520	2023-12-31
Legal & General Group PLC	0.834%	17.259%	2,089,251	307,506	2023-12-31
Bank of America Corp	0.747%	13.425%	2,040,175	241,469	2022-06-30
First Trust Advisors L.P.	0.809%	-1.132%	2,027,971	-23,223	2023-12-31
BB&T Corp.	0.811%	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
Ameriprise Financial Inc	0.800%	-7.353%	1,999,587	-158,691	2023-06-30
JPMorgan Chase & Co	0.779%	11.128%	1,948,338	195,099	2023-06-30
LSV Asset Management	0.769%	-2.053%	1,921,949	-40,290	2023-09-30
Nuveen Asset Management, LLC	0.742%	5.171%	1,855,763	91,250	2023-09-30
PRIMECAP Management Company	0.731%	-0.662%	1,828,939	-12,190	2023-09-30

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 27 mutual fund holders of DFS own 40.25% of the company with a total of 100.9 million shares.

In the latest ownership report on February 29th 2024, the top 27 fund holders increased their combined ownership of DFS by 14 thousand shares. 5 funds bought 101,606 total additional shares and increased their ownership by an average of 0.52%. However 4 funds sold 87,707 total shares and decreased their ownership by an average of 0.86%.

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 13,899 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.137%	-0.218%	7,860,173	-17,158	2024-02-29
Vanguard Institutional 500 Index Trust	2.492%	1.026%	6,243,421	63,387	2024-02-29
Vanguard Mid Cap Index Institutional	2.230%	-0.267%	5,587,773	-14,952	2024-02-29
SPDR® S&P 500 ETF Trust	1.173%	0.629%	2,937,856	18,352	2024-02-29
iShares Core S&P 500 ETF	1.038%	0.305%	2,601,541	7,897	2024-02-29
Vanguard Value Index Inv	0.834%	0.343%	2,090,004	7,150	2024-02-29
Vanguard Mid-Cap Value ETF	0.737%	-2.779%	1,846,455	-52,776	2024-02-29
First Trust Rising Dividend Achiev ETF	0.706%	0.273%	1,769,083	4,820	2024-02-29
Financial Select Sector SPDR® ETF	0.665%	-0.169%	1,666,820	-2,821	2024-02-29

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	3.137%	-0.218%	7,860,173	-17,158	2024-02-29
American Funds Washington Mutual A	2.628%	-10.413%	6,584,915	-765,362	2023-12-31
Capital Group Wash Mutual Invtrs Comp	2.628%	-10.413%	6,584,915	-765,362	2023-12-31
Vanguard Institutional 500 Index Trust	2.492%	1.026%	6,243,421	63,387	2024-02-29
Vanguard 500 Index Investor	2.448%	0.622%	6,118,970	37,821	2023-08-31
Vanguard Mid Cap Index Institutional	2.230%	-0.267%	5,587,773	-14,952	2024-02-29
Capital Group Fundamental Invtrs Comp	1.676%	7.741%	4,199,323	301,724	2023-12-31
American Funds Fundamental Invs A	1.676%	7.741%	4,199,323	301,724	2023-12-31
American Funds American Balanced A	1.548%	0.000%	3,878,000	0	2023-12-31
Capital Group Growth Fnd of Amer Comp	1.199%	0.000%	3,005,064	0	2023-12-31
American Funds Growth Fund of Amer A	1.199%	0.000%	3,005,064	0	2023-12-31
Fidelity 500 Index	1.185%	1.034%	2,968,881	30,386	2024-01-31
SPDR® S&P 500 ETF Trust	1.173%	0.629%	2,937,856	18,352	2024-02-29
Fidelity® 500 Index	1.165%	0.640%	2,912,596	18,535	2023-11-30
iShares Core S&P 500 ETF	1.038%	0.305%	2,601,541	7,897	2024-02-29
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
American Funds Capital World Gr&Inc A	0.967%	0.000%	2,422,175	0	2023-12-31
Capital Group World Growth & Inc Cmp	0.967%	0.000%	2,422,175	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	0.834%	0.343%	2,090,004	7,150	2024-02-29
JHancock Disciplined Value I	0.814%	-2.167%	2,035,176	-45,078	2023-12-31
Vanguard Mid-Cap Value ETF	0.737%	-2.779%	1,846,455	-52,776	2024-02-29
First Trust Rising Dividend Achiev ETF	0.706%	0.273%	1,769,083	4,820	2024-02-29
Financial Select Sector SPDR® ETF	0.665%	-0.169%	1,666,820	-2,821	2024-02-29