Discover Financial Services
DFS2025/5/19 下市- 產業
- Personal Credit Institutions
- SEC CIK
- 0001393612
Discover Financial Services 已在 2025/5/19 下市；內部人最後一份 Form 4 在 2025/5/19 申報；2025 年第 1 季末有 1,176 家機構在 13F 申報持有，市值合計 $373.0 億；第三點資本和Maverick 資本兩位大師持有。
2023 年第 4 季 13F 持有人
Discover Financial Services 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 979
- 較 2023 年第 3 季 +88 家
- 持有股數
- 2.18 億
- 較 2023 年第 3 季 +760.9 萬 (+3.6%)
- 總市值
- $244.4 億
- 較 2023 年第 3 季 +$62.1 億 (+34.1%)
- 新進機構
- 170
- 另有 307 家加碼
- 清倉機構
- 82
- 另有 338 家減碼
另有 17 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 DFS 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1 | $200 |
| 2026 年第 1 季 | 4 | $835.3 萬 |
| 2025 年第 4 季 | 2 | $1,147 |
| 2025 年第 3 季 | 2 | $108.2 萬 |
| 2025 年第 2 季 | 10 | $1,534 萬 |
| 2025 年第 1 季 | 1,176 | $373.0 億 |
| 2024 年第 4 季 | 1,173 | $376.5 億 |
| 2024 年第 3 季 | 1,061 | $299.7 億 |
| 2024 年第 2 季 | 1,030 | $277.9 億 |
| 2024 年第 1 季 | 1,036 | $279.0 億 |
| 2023 年第 4 季 | 979 | $244.4 億 |
| 2023 年第 3 季 | 908 | $182.7 億 |
| 2023 年第 2 季 | 975 | $247.0 億 |
| 2023 年第 1 季 | 958 | $212.5 億 |
| 2022 年第 4 季 | 980 | $219.0 億 |
| 2022 年第 3 季 | 927 | $206.6 億 |
| 2022 年第 2 季 | 944 | $218.0 億 |
| 2022 年第 1 季 | 953 | $260.6 億 |
| 2021 年第 4 季 | 983 | $281.6 億 |
| 2021 年第 3 季 | 946 | $307.7 億 |
| 2021 年第 2 季 | 927 | $305.8 億 |
| 2021 年第 1 季 | 897 | $247.9 億 |
2023 年第 4 季持有機構
每家機構持有 Discover Financial Services 的股數、市值與佔組合比重；股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 1,260 | $14.1 萬 | 0.01% | +853+209.6% | 加碼 |
| GHP Investment Advisors, Inc. | 1,276 | $14.3 萬 | 0.01% | −93−6.8% | 減碼 |
| Sentry Investment Management LLC | 1,310 | $14.7 萬 | 0.06% | −141−9.7% | 減碼 |
| Leonteq Securities AG | 1,356 | $15.2 萬 | 0.02% | −1,831−57.5% | 減碼 |
| Tobam | 1,361 | $15.3 萬 | 0.01% | +402+41.9% | 加碼 |
| Icon Wealth Advisors, LLC | 1,375 | $15.5 萬 | 0.02% | +1,375 | 新進 |
| Cullen/Frost Bankers, Inc. | 1,399 | $15.7 萬 | 0.00% | +68+5.1% | 加碼 |
| Capital Investment Advisory Services, LLC | 1,401 | $15.7 萬 | 0.01% | +1,401 | 新進 |
| GAMMA Investing LLC | 1,517 | $16.0 萬 | 0.04% | +1,517 | 新進 |
| Atlas Capital Advisors LLC | 1,447 | $16.3 萬 | 0.02% | −80−5.2% | 減碼 |
| Trust Co of Vermont | 1,472 | $16.5 萬 | 0.01% | −1,214−45.2% | 減碼 |
| Tompkins Financial Corp | 1,500 | $16.9 萬 | 0.02% | 00.0% | 不變 |
| Ostrum Asset Management | 1,505 | $16.9 萬 | 0.01% | +6+0.4% | 加碼 |
| Sandy Spring Bank | 1,564 | $17.6 萬 | 0.01% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 1,607 | $18.1 萬 | 0.02% | +1+0.1% | 加碼 |
| Hills Bank & Trust Co | 1,740 | $19.6 萬 | 0.02% | 00.0% | 不變 |
| Brown Shipley& Co Ltd | 1,757 | $19.7 萬 | 0.10% | −2,121−54.7% | 減碼 |
| Buckingham Strategic Wealth, LLC | 1,791 | $20.1 萬 | 0.00% | +1,791 | 新進 |
| Jump Financial, LLC | 1,805 | $20.3 萬 | 0.01% | −27,447−93.8% | 減碼 |
| Mayflower Financial Advisors, LLC | 1,811 | $20.4 萬 | 0.03% | +1,811 | 新進 |
| Snowden Capital Advisors LLC | 1,815 | $20.4 萬 | 0.01% | +1,815 | 新進 |
| Advisor Resource Council | 1,816 | $20.4 萬 | 0.02% | +1,816 | 新進 |
| IFP Advisors, Inc | 1,853 | $20.8 萬 | 0.01% | −198−9.7% | 減碼 |
| Graypoint LLC | 1,858 | $20.9 萬 | 0.02% | +1,858 | 新進 |
| Lee Danner & Bass Inc | 1,871 | $21.0 萬 | 0.02% | +1,871 | 新進 |
| Court Place Advisors, LLC | 1,869 | $21.0 萬 | 0.07% | +1,869 | 新進 |
| Parkside Financial Bank & Trust | 1,883 | $21.2 萬 | 0.04% | +319+20.4% | 加碼 |
| Hollencrest Capital Management | 1,890 | $21.2 萬 | 0.02% | 00.0% | 不變 |
| Washington Trust Co | 1,908 | $21.4 萬 | 0.01% | −4−0.2% | 減碼 |
| Dynamic Technology Lab Private Ltd | 1,913 | $21.5 萬 | 0.02% | +1,913 | 新進 |
| First Citizens Bank & Trust Co | 1,919 | $21.6 萬 | 0.00% | +1,919 | 新進 |
| Bartlett & Co. Wealth Management LLC | 1,926 | $21.7 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 1,926 | $21.7 萬 | 0.00% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 1,935 | $21.7 萬 | 0.08% | +1,935 | 新進 |
| Arete Wealth Advisors, LLC | 1,936 | $21.8 萬 | 0.02% | +1,936 | 新進 |
| Barlow Wealth Partners, Inc. | 1,940 | $21.8 萬 | 0.03% | +1,940 | 新進 |
| Peoples Bank | 1,947 | $21.9 萬 | 0.13% | +1,947 | 新進 |
| IHT Wealth Management, LLC | 1,956 | $22.0 萬 | 0.01% | +1,956 | 新進 |
| Aspire Private Capital, LLC | 1,969 | $22.1 萬 | 0.07% | +8+0.4% | 加碼 |
| Renasant Bank | 1,970 | $22.1 萬 | 0.18% | +1,970 | 新進 |
| Miracle Mile Advisors, LLC | 1,978 | $22.2 萬 | 0.01% | +1,978 | 新進 |
| Moreno Evelyn V | 1,991 | $22.4 萬 | 0.11% | +1,991 | 新進 |
| CX Institutional | 1,992 | $22.4 萬 | 0.01% | +1,992 | 新進 |
| Davy Global Fund Management Ltd | 1,994 | $22.4 萬 | 0.03% | +1,994 | 新進 |
| Whittier Trust Co | 2,000 | $22.5 萬 | 0.00% | +187+10.3% | 加碼 |
| Prime Capital Investment Advisors, LLC | 2,004 | $22.5 萬 | 0.00% | +2,004 | 新進 |
| First Western Trust Bank | 2,007 | $22.6 萬 | 0.01% | +2,007 | 新進 |
| Fukoku Mutual Life Insurance Co | 2,016 | $22.7 萬 | 0.02% | −477−19.1% | 減碼 |
| Cardiff Park Advisors, LLC | 2,017 | $22.7 萬 | 0.03% | +2,017 | 新進 |
| South State Corp. | 2,018 | $22.7 萬 | 0.02% | 00.0% | 不變 |
| Fortem Financial Group, LLC | 2,028 | $22.8 萬 | 0.11% | −1,483−42.2% | 減碼 |
| Optas, LLC | 2,036 | $22.9 萬 | 0.07% | +2,036 | 新進 |
| Walker Asset Management, LLC | 2,041 | $22.9 萬 | 0.17% | +2,041 | 新進 |
| CFM Wealth Partners LLC | 2,050 | $23.0 萬 | 0.05% | −600−22.6% | 減碼 |
| Steward Partners Investment Solutions, LLC | 2,050 | $23.0 萬 | 0.10% | +2,050 | 新進 |
| Acima Private Wealth, LLC | 2,056 | $23.1 萬 | 0.09% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 2,056 | $23.1 萬 | 0.03% | +2,056 | 新進 |
| Foundations Investment Advisors, LLC | 2,170 | $23.1 萬 | 0.01% | +2,170 | 新進 |
| Community Bank of Raymore | 2,060 | $23.2 萬 | 0.10% | +2,060 | 新進 |
| Belpointe Asset Management LLC | 2,065 | $23.2 萬 | 0.02% | +2,065 | 新進 |
| CoreFirst Bank & Trust | 2,071 | $23.3 萬 | 0.15% | −1,828−46.9% | 減碼 |
| Premier Path Wealth Partners, LLC | 2,121 | $23.4 萬 | 0.05% | +2,121 | 新進 |
| Dynamic Advisor Solutions LLC | 2,108 | $23.6 萬 | 0.01% | +2,108 | 新進 |
| Confluence Wealth Services, Inc. | 2,098 | $23.6 萬 | 0.03% | +2,098 | 新進 |
| We Are One Seven, LLC | 2,100 | $23.6 萬 | 0.01% | −256−10.9% | 減碼 |
| Cipher Capital LP | 2,110 | $23.7 萬 | 0.08% | −1,532−42.1% | 減碼 |
| Crestwood Advisors Group LLC | 2,111 | $23.7 萬 | 0.01% | +2,111 | 新進 |
| Csenge Advisory Group | 2,116 | $23.8 萬 | 0.01% | −397−15.8% | 減碼 |
| RMB Capital Management, LLC | 2,120 | $23.8 萬 | 0.01% | +2,120 | 新進 |
| Pacitti Group Inc. | 2,136 | $24.0 萬 | 0.15% | +2,136 | 新進 |
| Bragg Financial Advisors, Inc | 2,137 | $24.0 萬 | 0.01% | +2,137 | 新進 |
| Hilltop Holdings Inc. | 2,145 | $24.1 萬 | 0.03% | +2,145 | 新進 |
| Brookstone Capital Management | 2,151 | $24.2 萬 | 0.00% | +2,151 | 新進 |
| Relyea Zuckerberg Hanson LLC | 2,151 | $24.2 萬 | 0.05% | −323−13.1% | 減碼 |
| Power Corp of Canada | 2,159 | $24.3 萬 | 0.03% | −23,447−91.6% | 減碼 |
| Bedel Financial Consulting, Inc. | 2,194 | $24.7 萬 | 0.05% | −216−9.0% | 減碼 |
| DCM Advisors, LLC | 2,207 | $24.8 萬 | 0.09% | +2,207 | 新進 |
| SageView Advisory Group, LLC | 2,305 | $25.0 萬 | 0.01% | +2,305 | 新進 |
| NinePointTwo Capital | 2,233 | $25.0 萬 | 0.10% | +2,233 | 新進 |
| Waldron Private Wealth LLC | 2,232 | $25.1 萬 | 0.01% | −732−24.7% | 減碼 |
| Penserra Capital Management LLC | 2,265 | $25.3 萬 | 0.00% | −499−18.1% | 減碼 |
| REDW Wealth LLC | 2,252 | $25.3 萬 | 0.07% | −288−11.3% | 減碼 |
| Modera Wealth Management, LLC | 2,259 | $25.4 萬 | 0.00% | +2,259 | 新進 |
| Conning Inc. | 2,278 | $25.6 萬 | 0.01% | +2,278 | 新進 |
| Western Wealth Management, LLC | 2,298 | $25.8 萬 | 0.02% | −26−1.1% | 減碼 |
| FDx Advisors, Inc. | 2,335 | $26.2 萬 | 0.02% | −13−0.6% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 2,333 | $26.2 萬 | 0.01% | 00.0% | 不變 |
| Family Wealth Group, LLC | 2,341 | $26.3 萬 | 0.33% | +2,341 | 新進 |
| Welch & Forbes LLC | 2,346 | $26.4 萬 | 0.00% | 00.0% | 不變 |
| Grandfield & Dodd, LLC | 2,373 | $26.7 萬 | 0.02% | 00.0% | 不變 |
| Mission Wealth Management, LP | 2,373 | $26.7 萬 | 0.01% | +2,373 | 新進 |
| Change Path, LLC | 2,380 | $26.7 萬 | 0.02% | −52−2.1% | 減碼 |
| Cozad Asset Management Inc | 2,386 | $26.8 萬 | 0.03% | 00.0% | 不變 |
| Bell Bank | 2,413 | $27.1 萬 | 0.03% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 2,414 | $27.1 萬 | 0.02% | +2,414 | 新進 |
| Harbour Investments, Inc. | 2,418 | $27.2 萬 | 0.01% | +104+4.5% | 加碼 |
| Institute for Wealth Management, LLC. | 2,424 | $27.2 萬 | 0.04% | 00.0% | 不變 |
| Aviso Wealth Management | 2,425 | $27.3 萬 | 0.20% | +2,425 | 新進 |
| TriaGen Wealth Management LLC | 2,443 | $27.5 萬 | 0.13% | −28−1.1% | 減碼 |
| Checchi Capital Advisers, LLC | 2,481 | $27.9 萬 | 0.02% | +2,481 | 新進 |