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 4 季 13F 持有人
Discover Financial Services 在 2024/12/31 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
- 1,173
- 較 2024 年第 3 季 +132 家
- 持有股數
- 2.17 億
- 較 2024 年第 3 季 +382.1 萬 (+1.8%)
- 總市值
- $376.5 億
- 較 2024 年第 3 季 +$77.3 億 (+25.8%)
- 新進機構
- 203
- 另有 351 家加碼
- 清倉機構
- 71
- 另有 418 家減碼
另有 20 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 1,411 | $24.4 萬 | 0.00% | +57+4.2% | 加碼 |
| Proequities, Inc. | 1,249 | $24.7 萬 | 0.01% | +115+10.1% | 加碼 |
| Tanager Wealth Management LLP | 1,427 | $24.7 萬 | 0.03% | +1,427 | 新進 |
| Twin Peaks Wealth Advisors, LLC | 1,434 | $24.8 萬 | 0.11% | −140−8.9% | 減碼 |
| Sovereign Investment Advisors, LLC | 1,435 | $24.9 萬 | 0.07% | +1,435 | 新進 |
| Strategic Family Wealth Counselors, L.L.C. | 1,437 | $24.9 萬 | 0.08% | +4+0.3% | 加碼 |
| Obsidian Personal Planning Solutions LLC | 1,241 | $25.0 萬 | 0.12% | +1,241 | 新進 |
| Calamos Wealth Management LLC | 1,444 | $25.0 萬 | 0.01% | +1,444 | 新進 |
| Camden Capital, LLC | 1,450 | $25.1 萬 | 0.03% | +1,450 | 新進 |
| Mayflower Financial Advisors, LLC | 1,450 | $25.1 萬 | 0.04% | −69−4.5% | 減碼 |
| Leavell Investment Management, Inc. | 1,450 | $25.1 萬 | 0.01% | 00.0% | 不變 |
| Seed Wealth Management, Inc. | 1,453 | $25.2 萬 | 0.20% | 00.0% | 不變 |
| Invesco, LLC | 1,456 | $25.2 萬 | 0.10% | −75−4.9% | 減碼 |
| Williams Jones Wealth Management, LLC. | 1,456 | $25.2 萬 | 0.00% | −1−0.1% | 減碼 |
| WMS Partners, LLC | 1,457 | $25.2 萬 | 0.01% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,471 | $25.5 萬 | 0.01% | −6,201−80.8% | 減碼 |
| Quent Capital, LLC | 1,472 | $25.5 萬 | 0.03% | +326+28.4% | 加碼 |
| Scotia Capital Inc. | 1,477 | $25.6 萬 | 0.00% | −9,588−86.7% | 減碼 |
| Catalyst Financial Partners LLC | 1,481 | $25.7 萬 | 0.05% | +1,481 | 新進 |
| City Center Advisors, LLC | 1,491 | $25.8 萬 | 0.29% | +1,491 | 新進 |
| Moloney Securities Asset Management, LLC | 1,497 | $25.9 萬 | 0.03% | −107−6.7% | 減碼 |
| Meridian Wealth Management, LLC | 1,523 | $26.4 萬 | 0.01% | +1,523 | 新進 |
| SageView Advisory Group, LLC | 1,524 | $26.4 萬 | 0.01% | +45+3.0% | 加碼 |
| Howard Capital Management Inc. | 1,529 | $26.5 萬 | 0.00% | +72+4.9% | 加碼 |
| Roberts Glore & Co Inc | 1,530 | $26.5 萬 | 0.08% | −1,050−40.7% | 減碼 |
| Wellington Wealth Strategies, LLC. | 1,397 | $26.6 萬 | 0.24% | +1,397 | 新進 |
| GTS Securities LLC | 1,540 | $26.7 萬 | 0.01% | −23,761−93.9% | 減碼 |
| Vise Technologies, Inc. | 1,564 | $27.1 萬 | 0.02% | −676−30.2% | 減碼 |
| Quest Partners LLC | 1,567 | $27.1 萬 | 0.04% | −5,225−76.9% | 減碼 |
| Trust Co of Virginia | 1,567 | $27.1 萬 | 0.03% | −131−7.7% | 減碼 |
| J. W. Coons Advisors, LLC | 1,598 | $27.7 萬 | 0.07% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 1,615 | $28.0 萬 | 0.01% | 00.0% | 不變 |
| Strategic Financial Concepts, LLC | 1,621 | $28.1 萬 | 0.05% | +1,621 | 新進 |
| Park Place Capital Corp | 1,625 | $28.1 萬 | 0.08% | +75+4.8% | 加碼 |
| Gamco Investors, Inc. Et Al | 1,625 | $28.1 萬 | 0.00% | +1,625 | 新進 |
| Brookstone Capital Management | 1,625 | $28.2 萬 | 0.00% | +1,625 | 新進 |
| Americana Partners, LLC | 1,627 | $28.2 萬 | 0.01% | −300−15.6% | 減碼 |
| OneAscent Financial Services LLC | 1,636 | $28.3 萬 | 0.02% | +1,636 | 新進 |
| Clearstead Advisors, LLC | 1,639 | $28.4 萬 | 0.00% | +1,261+333.6% | 加碼 |
| NDVR, Inc. | 1,641 | $28.4 萬 | 0.27% | +32+2.0% | 加碼 |
| Sagespring Wealth Partners, LLC | 1,642 | $28.4 萬 | 0.01% | +1,642 | 新進 |
| 44 Wealth Management LLC | 1,646 | $28.5 萬 | 0.11% | −110−6.3% | 減碼 |
| Woodmont Investment Counsel LLC | 1,654 | $28.7 萬 | 0.02% | +1,654 | 新進 |
| Philip James Wealth Mangement, LLC | 1,659 | $28.7 萬 | 0.04% | +5+0.3% | 加碼 |
| CTC Alternative Strategies, Ltd. | 1,660 | $28.8 萬 | 0.37% | −387−18.9% | 減碼 |
| Sunflower Bank, N.A. | 1,661 | $28.8 萬 | 0.08% | +13+0.8% | 加碼 |
| Independent Advisor Alliance | 1,668 | $28.9 萬 | 0.00% | +1,668 | 新進 |
| Burt Wealth Advisors | 1,673 | $29.0 萬 | 0.07% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 1,687 | $29.2 萬 | 0.01% | +74+4.6% | 加碼 |
| Jump Financial, LLC | 1,704 | $29.5 萬 | 0.01% | −366−17.7% | 減碼 |
| Prime Capital Investment Advisors, LLC | 1,716 | $29.7 萬 | 0.00% | −62−3.5% | 減碼 |
| Gries Financial LLC | 1,720 | $29.8 萬 | 0.05% | +13+0.8% | 加碼 |
| Ameritas Advisory Services, LLC | 1,723 | $29.8 萬 | 0.01% | +1,723 | 新進 |
| Hills Bank & Trust Co | 1,724 | $29.9 萬 | 0.02% | −16−0.9% | 減碼 |
| Arkadios Wealth Advisors | 1,731 | $30.0 萬 | 0.02% | −82−4.5% | 減碼 |
| Spears Abacus Advisors LLC | 1,740 | $30.1 萬 | 0.01% | +2+0.1% | 加碼 |
| Prepared Retirement Institute LLC | 1,752 | $30.3 萬 | 0.17% | 00.0% | 不變 |
| First Bank & Trust | 1,759 | $30.5 萬 | 0.06% | −721−29.1% | 減碼 |
| Western Wealth Management, LLC | 1,765 | $30.6 萬 | 0.02% | −250−12.4% | 減碼 |
| Van Hulzen Asset Management, LLC | 1,777 | $30.8 萬 | 0.02% | −16,800−90.4% | 減碼 |
| PFG Investments, LLC | 1,791 | $31.0 萬 | 0.02% | +104+6.2% | 加碼 |
| Gladstone Institutional Advisory LLC | 1,808 | $31.3 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 1,809 | $31.3 萬 | 0.00% | 00.0% | 不變 |
| Washington Trust Co | 1,818 | $31.5 萬 | 0.01% | −90−4.7% | 減碼 |
| We Are One Seven, LLC | 1,821 | $31.5 萬 | 0.01% | +57+3.2% | 加碼 |
| Lee Danner & Bass Inc | 1,825 | $31.6 萬 | 0.03% | 00.0% | 不變 |
| Vicus Capital | 1,827 | $31.7 萬 | 0.03% | +37+2.1% | 加碼 |
| McLean Asset Management Corp | 1,833 | $31.8 萬 | 0.10% | +27+1.5% | 加碼 |
| Parkside Financial Bank & Trust | 1,848 | $32.0 萬 | 0.04% | +137+8.0% | 加碼 |
| One Wealth Advisors, LLC | 1,855 | $32.1 萬 | 0.05% | −1,311−41.4% | 減碼 |
| Ellevest, Inc. | 1,861 | $32.2 萬 | 0.02% | −162−8.0% | 減碼 |
| PDS Planning, Inc | 1,874 | $32.5 萬 | 0.03% | −41−2.1% | 減碼 |
| Court Place Advisors, LLC | 1,878 | $32.5 萬 | 0.11% | 00.0% | 不變 |
| Almanack Investment Partners, LLC. | 1,883 | $32.6 萬 | 0.05% | 00.0% | 不變 |
| City State Bank | 1,892 | $32.8 萬 | 0.12% | 00.0% | 不變 |
| Peak Planning Group, LLC | 1,901 | $32.9 萬 | 0.14% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 1,907 | $33.0 萬 | 0.09% | +2+0.1% | 加碼 |
| Legacy Advisors, LLC | 1,914 | $33.2 萬 | 0.03% | −40−2.0% | 減碼 |
| Smartleaf Asset Management LLC | 1,924 | $33.2 萬 | 0.03% | +412+27.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 1,919 | $33.2 萬 | 0.01% | 00.0% | 不變 |
| Aviso Wealth Management | 1,920 | $33.3 萬 | 0.17% | 00.0% | 不變 |
| Camden National Bank | 1,930 | $33.4 萬 | 0.05% | −48−2.4% | 減碼 |
| Foundations Investment Advisors, LLC | 1,943 | $33.7 萬 | 0.01% | −103−5.0% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,949 | $33.8 萬 | 0.02% | 00.0% | 不變 |
| Commerzbank Aktiengesellschaft | 1,966 | $34.0 萬 | 0.01% | +280+16.6% | 加碼 |
| IHT Wealth Management, LLC | 1,963 | $34.0 萬 | 0.01% | −647−24.8% | 減碼 |
| South State Corp. | 1,968 | $34.1 萬 | 0.02% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 1,969 | $34.1 萬 | 0.01% | +305+18.3% | 加碼 |
| PEAK6 LLC | 1,976 | $34.2 萬 | 0.01% | +1,976 | 新進 |
| Clarius Group, LLC | 1,986 | $34.4 萬 | 0.02% | +6+0.3% | 加碼 |
| JBGlobal.com LLC | 1,995 | $34.6 萬 | 0.37% | +1,995 | 新進 |
| Welch & Forbes LLC | 1,996 | $34.6 萬 | 0.00% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 1,719 | $34.7 萬 | 0.05% | −55−3.1% | 減碼 |
| Fukoku Mutual Life Insurance Co | 2,016 | $34.9 萬 | 0.03% | 00.0% | 不變 |
| Bridges Investment Management Inc | 2,020 | $35.0 萬 | 0.00% | −7,319−78.4% | 減碼 |
| First Western Trust Bank | 2,023 | $35.0 萬 | 0.02% | 00.0% | 不變 |
| Bragg Financial Advisors, Inc | 2,023 | $35.0 萬 | 0.01% | 00.0% | 不變 |
| Fedenia Advisers LLC | 2,032 | $35.2 萬 | 0.21% | +2,032 | 新進 |
| Cozad Asset Management Inc | 2,036 | $35.3 萬 | 0.03% | 00.0% | 不變 |
| Atom Investors LP | 2,048 | $35.5 萬 | 0.04% | −1,441−41.3% | 減碼 |