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。
2024 年第 1 季 13F 持有人
Discover Financial Services 在 2024/3/31 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
- 1,036
- 較 2023 年第 4 季 +73 家
- 持有股數
- 2.13 億
- 較 2023 年第 4 季 −348.7 萬 (−1.6%)
- 總市值
- $279.0 億
- 較 2023 年第 4 季 +$35.5 億 (+14.6%)
- 新進機構
- 160
- 另有 287 家加碼
- 清倉機構
- 87
- 另有 400 家減碼
另有 16 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Independence Bank of Kentucky | 950 | $12.5 萬 | 0.04% | +25+2.7% | 加碼 |
| Lindbrook Capital, LLC | 966 | $12.7 萬 | 0.01% | +25+2.7% | 加碼 |
| Covestor Ltd | 1,004 | $13.2 萬 | 0.08% | −107−9.6% | 減碼 |
| Farther Finance Advisors, LLC | 1,043 | $13.5 萬 | 0.01% | +134+14.7% | 加碼 |
| Capital Advisors, Ltd. LLC | 1,038 | $13.6 萬 | 0.02% | +4+0.4% | 加碼 |
| American National Bank | 1,038 | $13.6 萬 | 0.02% | +338+48.3% | 加碼 |
| FinTrust Capital Advisors, LLC | 1,045 | $13.7 萬 | 0.03% | +298+39.9% | 加碼 |
| MV Capital Management, Inc. | 1,055 | $13.8 萬 | 0.02% | +11+1.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,127 | $14.3 萬 | 0.01% | −52−4.4% | 減碼 |
| Quent Capital, LLC | 1,116 | $14.6 萬 | 0.02% | +4+0.4% | 加碼 |
| Trifecta Capital Advisors, LLC | 1,142 | $15.0 萬 | 0.04% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 1,150 | $15.1 萬 | 0.01% | 00.0% | 不變 |
| Quest Partners LLC | 1,158 | $15.2 萬 | 0.03% | +1,158 | 新進 |
| Gilliland Jeter Wealth Management LLC | 1,164 | $15.3 萬 | 0.05% | +1,164 | 新進 |
| Proequities, Inc. | 1,207 | $15.8 萬 | 0.01% | +73+6.4% | 加碼 |
| Brown Brothers Harriman & Co | 1,252 | $16.4 萬 | 0.00% | +776+163.0% | 加碼 |
| GHP Investment Advisors, Inc. | 1,276 | $16.7 萬 | 0.01% | 00.0% | 不變 |
| Sentry Investment Management LLC | 1,310 | $17.2 萬 | 0.07% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 1,347 | $17.7 萬 | 0.00% | −52−3.7% | 減碼 |
| Tobam | 1,361 | $17.8 萬 | 0.02% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 1,447 | $19.0 萬 | 0.03% | 00.0% | 不變 |
| Tompkins Financial Corp | 1,500 | $19.7 萬 | 0.02% | 00.0% | 不變 |
| Westpac Banking Corp | 1,501 | $19.7 萬 | 0.01% | −8,837−85.5% | 減碼 |
| Ostrum Asset Management | 1,505 | $19.7 萬 | 0.02% | 00.0% | 不變 |
| HFG Advisors, Inc. | 1,527 | $20.0 萬 | 0.18% | +1,527 | 新進 |
| Invesco, LLC | 1,531 | $20.1 萬 | 0.09% | +1,531 | 新進 |
| Everhart Financial Group, Inc. | 1,533 | $20.1 萬 | 0.06% | +1,533 | 新進 |
| GAMMA Investing LLC | 1,536 | $20.1 萬 | 0.04% | +19+1.3% | 加碼 |
| New Century Financial Group, LLC | 1,538 | $20.2 萬 | 0.14% | +1,538 | 新進 |
| Sandy Spring Bank | 1,538 | $20.2 萬 | 0.01% | −26−1.7% | 減碼 |
| Capital Investment Advisors, LLC | 1,561 | $20.5 萬 | 0.00% | +1,561 | 新進 |
| Delap Wealth Advisory, LLC | 1,562 | $20.5 萬 | 0.08% | +1,562 | 新進 |
| Equity Investment Corp | 1,564 | $20.5 萬 | 0.01% | +1,564 | 新進 |
| InterOcean Capital Group, LLC | 1,566 | $20.5 萬 | 0.00% | +1,566 | 新進 |
| Aaron Wealth Advisors | 1,569 | $20.6 萬 | 0.03% | +1,569 | 新進 |
| Easterly Investment Partners LLC | 1,575 | $20.6 萬 | 0.02% | +1,575 | 新進 |
| Obsidian Personal Planning Solutions LLC | 1,630 | $20.7 萬 | 0.14% | +1,630 | 新進 |
| Citizens Financial Group Inc | 1,581 | $20.7 萬 | 0.01% | −18,288−92.0% | 減碼 |
| Valmark Advisers, Inc. | 1,596 | $20.9 萬 | 0.00% | +1,596 | 新進 |
| J. W. Coons Advisors, LLC | 1,598 | $21.0 萬 | 0.05% | +1,598 | 新進 |
| PDS Planning, Inc | 1,602 | $21.0 萬 | 0.02% | +1,602 | 新進 |
| Verity & Verity, LLC | 1,604 | $21.0 萬 | 0.02% | +1,604 | 新進 |
| FDx Advisors, Inc. | 1,620 | $21.2 萬 | 0.03% | −715−30.6% | 減碼 |
| Ameritas Advisory Services, LLC | 1,650 | $21.3 萬 | 0.01% | +1,650 | 新進 |
| Perigon Wealth Management, LLC | 1,626 | $21.3 萬 | 0.01% | +1,626 | 新進 |
| Aspiriant, LLC | 1,632 | $21.4 萬 | 0.01% | +1,632 | 新進 |
| Kingsview Wealth Management, LLC | 1,634 | $21.4 萬 | 0.01% | +1,634 | 新進 |
| Berger Financial Group, Inc | 1,645 | $21.6 萬 | 0.02% | +1,645 | 新進 |
| Woodmont Investment Counsel LLC | 1,654 | $21.7 萬 | 0.02% | −1,480−47.2% | 減碼 |
| Gries Financial LLC | 1,660 | $21.8 萬 | 0.04% | +1,660 | 新進 |
| Connectus Wealth, LLC | 1,661 | $21.8 萬 | 0.01% | +1,661 | 新進 |
| NBC Securities, Inc. | 1,675 | $21.9 萬 | 0.02% | −7,372−81.5% | 減碼 |
| Burt Wealth Advisors | 1,673 | $21.9 萬 | 0.06% | +1,673 | 新進 |
| Advus Financial Partners, LLC | 1,696 | $22.2 萬 | 0.07% | −1,039−38.0% | 減碼 |
| Trust Co of Virginia | 1,698 | $22.3 萬 | 0.02% | +1,698 | 新進 |
| McLean Asset Management Corp | 1,779 | $22.3 萬 | 0.08% | +1,779 | 新進 |
| Vicus Capital | 1,706 | $22.4 萬 | 0.02% | +1,706 | 新進 |
| Benjamin Edwards Inc | 1,708 | $22.4 萬 | 0.04% | +734+75.4% | 加碼 |
| PFG Investments, LLC | 1,718 | $22.5 萬 | 0.01% | +1,718 | 新進 |
| Moneta Group Investment Advisors LLC | 1,724 | $22.6 萬 | 0.00% | +1,724 | 新進 |
| CFM Wealth Partners LLC | 1,736 | $22.8 萬 | 0.05% | −314−15.3% | 減碼 |
| Kovack Advisors, Inc. | 1,736 | $22.8 萬 | 0.03% | +1,736 | 新進 |
| Hills Bank & Trust Co | 1,740 | $22.8 萬 | 0.02% | 00.0% | 不變 |
| Steward Partners Investment Solutions, LLC | 1,743 | $22.8 萬 | 0.04% | −307−15.0% | 減碼 |
| Prepared Retirement Institute LLC | 1,752 | $23.0 萬 | 0.17% | +1,752 | 新進 |
| Icon Wealth Advisors, LLC | 1,762 | $23.1 萬 | 0.02% | +387+28.1% | 加碼 |
| Mayflower Financial Advisors, LLC | 1,768 | $23.2 萬 | 0.04% | −43−2.4% | 減碼 |
| Bedel Financial Consulting, Inc. | 1,768 | $23.2 萬 | 0.04% | −426−19.4% | 減碼 |
| Becker Capital Management Inc | 1,773 | $23.2 萬 | 0.01% | +1,773 | 新進 |
| Gryphon Financial Partners LLC | 1,786 | $23.4 萬 | 0.04% | +1,786 | 新進 |
| Barlow Wealth Partners, Inc. | 1,940 | $23.5 萬 | 0.03% | 00.0% | 不變 |
| Peoples Bank | 1,815 | $23.8 萬 | 0.13% | −132−6.8% | 減碼 |
| WBI Investments | 1,831 | $24.0 萬 | 0.05% | +1,831 | 新進 |
| Montag A & Associates Inc | 1,833 | $24.0 萬 | 0.01% | −1,356−42.5% | 減碼 |
| Belpointe Asset Management LLC | 1,834 | $24.1 萬 | 0.02% | −231−11.2% | 減碼 |
| We Are One Seven, LLC | 1,840 | $24.1 萬 | 0.01% | −260−12.4% | 減碼 |
| Foundations Investment Advisors, LLC | 1,841 | $24.1 萬 | 0.01% | −329−15.2% | 減碼 |
| Davy Global Fund Management Ltd | 1,869 | $24.5 萬 | 0.03% | −125−6.3% | 減碼 |
| Peak Planning Group, LLC | 1,870 | $24.5 萬 | 0.15% | +1,870 | 新進 |
| Court Place Advisors, LLC | 1,878 | $24.6 萬 | 0.08% | +9+0.5% | 加碼 |
| Snowden Capital Advisors LLC | 1,883 | $24.7 萬 | 0.01% | +68+3.7% | 加碼 |
| Almanack Investment Partners, LLC. | 1,883 | $24.7 萬 | 0.04% | +1,883 | 新進 |
| Parkside Financial Bank & Trust | 1,893 | $24.8 萬 | 0.04% | +10+0.5% | 加碼 |
| Founders Financial Alliance, LLC | 1,905 | $25.0 萬 | 0.07% | −30−1.6% | 減碼 |
| Washington Trust Co | 1,908 | $25.0 萬 | 0.01% | 00.0% | 不變 |
| ASB Consultores, LLC | 1,912 | $25.1 萬 | 0.06% | +1,912 | 新進 |
| Bartlett & Co. Wealth Management LLC | 1,926 | $25.2 萬 | 0.00% | 00.0% | 不變 |
| Relyea Zuckerberg Hanson LLC | 1,929 | $25.3 萬 | 0.04% | −222−10.3% | 減碼 |
| IFP Advisors, Inc | 1,936 | $25.4 萬 | 0.01% | +83+4.5% | 加碼 |
| Prime Capital Investment Advisors, LLC | 1,942 | $25.5 萬 | 0.00% | −62−3.1% | 減碼 |
| CTC Alternative Strategies, Ltd. | 1,959 | $25.7 萬 | 0.16% | +1,959 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 1,960 | $25.7 萬 | 0.01% | +1,960 | 新進 |
| Aptus Capital Advisors, LLC | 1,968 | $25.8 萬 | 0.01% | +1,968 | 新進 |
| Renasant Bank | 1,970 | $25.8 萬 | 0.18% | 00.0% | 不變 |
| Aviso Wealth Management | 1,975 | $25.9 萬 | 0.16% | −450−18.6% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,992 | $26.1 萬 | 0.00% | +1,992 | 新進 |
| Trust Co of Vermont | 2,000 | $26.2 萬 | 0.01% | +528+35.9% | 加碼 |
| GAM Holding AG | 2,007 | $26.3 萬 | 0.02% | +2,007 | 新進 |
| Miracle Mile Advisors, LLC | 2,013 | $26.4 萬 | 0.01% | +35+1.8% | 加碼 |
| Fukoku Mutual Life Insurance Co | 2,016 | $26.4 萬 | 0.02% | 00.0% | 不變 |