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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 2,201 | $28.9 萬 | 0.01% | +93+4.4% | 加碼 |
| Hilltop Holdings Inc. | 2,196 | $28.8 萬 | 0.03% | +51+2.4% | 加碼 |
| Resources Investment Advisors, LLC. | 2,192 | $28.7 萬 | 0.00% | −1,431−39.5% | 減碼 |
| CAPROCK Group, Inc. | 2,189 | $28.7 萬 | 0.02% | −225−9.3% | 減碼 |
| Sienna Gestion | 2,159 | $28.3 萬 | 0.03% | +2,159 | 新進 |
| Mather Group, LLC. | 2,496 | $28.1 萬 | 0.00% | 00.0% | 不變 |
| Pacitti Group Inc. | 2,136 | $28.0 萬 | 0.15% | 00.0% | 不變 |
| Northeast Financial Consultants Inc | 2,130 | $27.9 萬 | 0.01% | +2,130 | 新進 |
| Csenge Advisory Group | 2,123 | $27.8 萬 | 0.02% | +7+0.3% | 加碼 |
| Dakota Wealth Management | 2,119 | $27.8 萬 | 0.01% | −1,607−43.1% | 減碼 |
| Cyndeo Wealth Partners, LLC | 2,099 | $27.5 萬 | 0.02% | −8,966−81.0% | 減碼 |
| Confluence Wealth Services, Inc. | 2,098 | $27.5 萬 | 0.02% | 00.0% | 不變 |
| CX Institutional | 2,092 | $27.4 萬 | 0.01% | +100+5.0% | 加碼 |
| Jump Financial, LLC | 2,092 | $27.4 萬 | 0.01% | +287+15.9% | 加碼 |
| Graypoint LLC | 2,091 | $27.4 萬 | 0.02% | +233+12.5% | 加碼 |
| Roman Butler Fullerton & Co | 2,163 | $27.4 萬 | 0.10% | +2,163 | 新進 |
| Buckingham Strategic Wealth, LLC | 2,082 | $27.3 萬 | 0.00% | +291+16.2% | 加碼 |
| Mutual Advisors, LLC | 2,080 | $27.3 萬 | 0.01% | −1,503−41.9% | 減碼 |
| CoreFirst Bank & Trust | 2,071 | $27.1 萬 | 0.17% | 00.0% | 不變 |
| Atom Investors LP | 2,071 | $27.1 萬 | 0.03% | +2,071 | 新進 |
| Community Bank of Raymore | 2,060 | $27.0 萬 | 0.13% | 00.0% | 不變 |
| Optas, LLC | 2,058 | $27.0 萬 | 0.07% | +22+1.1% | 加碼 |
| Acima Private Wealth, LLC | 2,056 | $27.0 萬 | 0.10% | 00.0% | 不變 |
| Whittier Trust Co | 2,050 | $26.9 萬 | 0.00% | +50+2.5% | 加碼 |
| Walker Asset Management, LLC | 2,048 | $26.8 萬 | 0.18% | +7+0.3% | 加碼 |
| Astoria Portfolio Advisors LLC. | 2,204 | $26.7 萬 | 0.10% | −579−20.8% | 減碼 |
| Cozad Asset Management Inc | 2,036 | $26.7 萬 | 0.03% | −350−14.7% | 減碼 |
| Legacy Advisors, LLC | 2,032 | $26.6 萬 | 0.03% | −1,425−41.2% | 減碼 |
| Cardiff Park Advisors, LLC | 2,028 | $26.6 萬 | 0.03% | +11+0.5% | 加碼 |
| Wedmont Private Capital | 2,117 | $26.5 萬 | 0.02% | +2,117 | 新進 |
| REDW Wealth LLC | 2,023 | $26.5 萬 | 0.07% | −229−10.2% | 減碼 |
| Bragg Financial Advisors, Inc | 2,023 | $26.5 萬 | 0.01% | −114−5.3% | 減碼 |
| First Western Trust Bank | 2,023 | $26.5 萬 | 0.01% | +16+0.8% | 加碼 |
| Atomi Financial Group, Inc. | 2,022 | $26.5 萬 | 0.02% | −34−1.7% | 減碼 |
| South State Corp. | 2,018 | $26.5 萬 | 0.02% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 2,016 | $26.4 萬 | 0.02% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 2,013 | $26.4 萬 | 0.01% | +35+1.8% | 加碼 |
| GAM Holding AG | 2,007 | $26.3 萬 | 0.02% | +2,007 | 新進 |
| Trust Co of Vermont | 2,000 | $26.2 萬 | 0.01% | +528+35.9% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,992 | $26.1 萬 | 0.00% | +1,992 | 新進 |
| Aviso Wealth Management | 1,975 | $25.9 萬 | 0.16% | −450−18.6% | 減碼 |
| Renasant Bank | 1,970 | $25.8 萬 | 0.18% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 1,968 | $25.8 萬 | 0.01% | +1,968 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 1,960 | $25.7 萬 | 0.01% | +1,960 | 新進 |
| CTC Alternative Strategies, Ltd. | 1,959 | $25.7 萬 | 0.16% | +1,959 | 新進 |
| Prime Capital Investment Advisors, LLC | 1,942 | $25.5 萬 | 0.00% | −62−3.1% | 減碼 |
| IFP Advisors, Inc | 1,936 | $25.4 萬 | 0.01% | +83+4.5% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 1,929 | $25.3 萬 | 0.04% | −222−10.3% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 1,926 | $25.2 萬 | 0.00% | 00.0% | 不變 |
| ASB Consultores, LLC | 1,912 | $25.1 萬 | 0.06% | +1,912 | 新進 |
| Washington Trust Co | 1,908 | $25.0 萬 | 0.01% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 1,905 | $25.0 萬 | 0.07% | −30−1.6% | 減碼 |
| Parkside Financial Bank & Trust | 1,893 | $24.8 萬 | 0.04% | +10+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 |
| Court Place Advisors, LLC | 1,878 | $24.6 萬 | 0.08% | +9+0.5% | 加碼 |
| Peak Planning Group, LLC | 1,870 | $24.5 萬 | 0.15% | +1,870 | 新進 |
| Davy Global Fund Management Ltd | 1,869 | $24.5 萬 | 0.03% | −125−6.3% | 減碼 |
| Foundations Investment Advisors, LLC | 1,841 | $24.1 萬 | 0.01% | −329−15.2% | 減碼 |
| We Are One Seven, LLC | 1,840 | $24.1 萬 | 0.01% | −260−12.4% | 減碼 |
| Belpointe Asset Management LLC | 1,834 | $24.1 萬 | 0.02% | −231−11.2% | 減碼 |
| Montag A & Associates Inc | 1,833 | $24.0 萬 | 0.01% | −1,356−42.5% | 減碼 |
| WBI Investments | 1,831 | $24.0 萬 | 0.05% | +1,831 | 新進 |
| Peoples Bank | 1,815 | $23.8 萬 | 0.13% | −132−6.8% | 減碼 |
| Barlow Wealth Partners, Inc. | 1,940 | $23.5 萬 | 0.03% | 00.0% | 不變 |
| Gryphon Financial Partners LLC | 1,786 | $23.4 萬 | 0.04% | +1,786 | 新進 |
| Becker Capital Management Inc | 1,773 | $23.2 萬 | 0.01% | +1,773 | 新進 |
| Bedel Financial Consulting, Inc. | 1,768 | $23.2 萬 | 0.04% | −426−19.4% | 減碼 |
| Mayflower Financial Advisors, LLC | 1,768 | $23.2 萬 | 0.04% | −43−2.4% | 減碼 |
| Icon Wealth Advisors, LLC | 1,762 | $23.1 萬 | 0.02% | +387+28.1% | 加碼 |
| Prepared Retirement Institute LLC | 1,752 | $23.0 萬 | 0.17% | +1,752 | 新進 |
| Steward Partners Investment Solutions, LLC | 1,743 | $22.8 萬 | 0.04% | −307−15.0% | 減碼 |
| Hills Bank & Trust Co | 1,740 | $22.8 萬 | 0.02% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 1,736 | $22.8 萬 | 0.03% | +1,736 | 新進 |
| CFM Wealth Partners LLC | 1,736 | $22.8 萬 | 0.05% | −314−15.3% | 減碼 |
| Moneta Group Investment Advisors LLC | 1,724 | $22.6 萬 | 0.00% | +1,724 | 新進 |
| PFG Investments, LLC | 1,718 | $22.5 萬 | 0.01% | +1,718 | 新進 |
| Benjamin Edwards Inc | 1,708 | $22.4 萬 | 0.04% | +734+75.4% | 加碼 |
| Vicus Capital | 1,706 | $22.4 萬 | 0.02% | +1,706 | 新進 |
| McLean Asset Management Corp | 1,779 | $22.3 萬 | 0.08% | +1,779 | 新進 |
| Trust Co of Virginia | 1,698 | $22.3 萬 | 0.02% | +1,698 | 新進 |
| Advus Financial Partners, LLC | 1,696 | $22.2 萬 | 0.07% | −1,039−38.0% | 減碼 |
| Burt Wealth Advisors | 1,673 | $21.9 萬 | 0.06% | +1,673 | 新進 |
| NBC Securities, Inc. | 1,675 | $21.9 萬 | 0.02% | −7,372−81.5% | 減碼 |
| Connectus Wealth, LLC | 1,661 | $21.8 萬 | 0.01% | +1,661 | 新進 |
| Gries Financial LLC | 1,660 | $21.8 萬 | 0.04% | +1,660 | 新進 |
| Woodmont Investment Counsel LLC | 1,654 | $21.7 萬 | 0.02% | −1,480−47.2% | 減碼 |
| Berger Financial Group, Inc | 1,645 | $21.6 萬 | 0.02% | +1,645 | 新進 |
| Kingsview Wealth Management, LLC | 1,634 | $21.4 萬 | 0.01% | +1,634 | 新進 |
| Aspiriant, LLC | 1,632 | $21.4 萬 | 0.01% | +1,632 | 新進 |
| Perigon Wealth Management, LLC | 1,626 | $21.3 萬 | 0.01% | +1,626 | 新進 |
| Ameritas Advisory Services, LLC | 1,650 | $21.3 萬 | 0.01% | +1,650 | 新進 |
| FDx Advisors, Inc. | 1,620 | $21.2 萬 | 0.03% | −715−30.6% | 減碼 |
| Verity & Verity, LLC | 1,604 | $21.0 萬 | 0.02% | +1,604 | 新進 |
| PDS Planning, Inc | 1,602 | $21.0 萬 | 0.02% | +1,602 | 新進 |
| J. W. Coons Advisors, LLC | 1,598 | $21.0 萬 | 0.05% | +1,598 | 新進 |
| Valmark Advisers, Inc. | 1,596 | $20.9 萬 | 0.00% | +1,596 | 新進 |
| Citizens Financial Group Inc | 1,581 | $20.7 萬 | 0.01% | −18,288−92.0% | 減碼 |
| Obsidian Personal Planning Solutions LLC | 1,630 | $20.7 萬 | 0.14% | +1,630 | 新進 |
| Easterly Investment Partners LLC | 1,575 | $20.6 萬 | 0.02% | +1,575 | 新進 |