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 |
|---|---|---|---|---|---|
| Court Place Advisors, LLC | 1,878 | $32.5 萬 | 0.11% | 00.0% | 不變 |
| PDS Planning, Inc | 1,874 | $32.5 萬 | 0.03% | −41−2.1% | 減碼 |
| Ellevest, Inc. | 1,861 | $32.2 萬 | 0.02% | −162−8.0% | 減碼 |
| One Wealth Advisors, LLC | 1,855 | $32.1 萬 | 0.05% | −1,311−41.4% | 減碼 |
| Parkside Financial Bank & Trust | 1,848 | $32.0 萬 | 0.04% | +137+8.0% | 加碼 |
| McLean Asset Management Corp | 1,833 | $31.8 萬 | 0.10% | +27+1.5% | 加碼 |
| Vicus Capital | 1,827 | $31.7 萬 | 0.03% | +37+2.1% | 加碼 |
| Lee Danner & Bass Inc | 1,825 | $31.6 萬 | 0.03% | 00.0% | 不變 |
| We Are One Seven, LLC | 1,821 | $31.5 萬 | 0.01% | +57+3.2% | 加碼 |
| Washington Trust Co | 1,818 | $31.5 萬 | 0.01% | −90−4.7% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 1,809 | $31.3 萬 | 0.00% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 1,808 | $31.3 萬 | 0.01% | 00.0% | 不變 |
| PFG Investments, LLC | 1,791 | $31.0 萬 | 0.02% | +104+6.2% | 加碼 |
| Van Hulzen Asset Management, LLC | 1,777 | $30.8 萬 | 0.02% | −16,800−90.4% | 減碼 |
| Western Wealth Management, LLC | 1,765 | $30.6 萬 | 0.02% | −250−12.4% | 減碼 |
| First Bank & Trust | 1,759 | $30.5 萬 | 0.06% | −721−29.1% | 減碼 |
| Prepared Retirement Institute LLC | 1,752 | $30.3 萬 | 0.17% | 00.0% | 不變 |
| Spears Abacus Advisors LLC | 1,740 | $30.1 萬 | 0.01% | +2+0.1% | 加碼 |
| Arkadios Wealth Advisors | 1,731 | $30.0 萬 | 0.02% | −82−4.5% | 減碼 |
| Hills Bank & Trust Co | 1,724 | $29.9 萬 | 0.02% | −16−0.9% | 減碼 |
| Ameritas Advisory Services, LLC | 1,723 | $29.8 萬 | 0.01% | +1,723 | 新進 |
| Gries Financial LLC | 1,720 | $29.8 萬 | 0.05% | +13+0.8% | 加碼 |
| Prime Capital Investment Advisors, LLC | 1,716 | $29.7 萬 | 0.00% | −62−3.5% | 減碼 |
| Jump Financial, LLC | 1,704 | $29.5 萬 | 0.01% | −366−17.7% | 減碼 |
| Capital Investment Advisors, LLC | 1,687 | $29.2 萬 | 0.01% | +74+4.6% | 加碼 |
| Burt Wealth Advisors | 1,673 | $29.0 萬 | 0.07% | 00.0% | 不變 |
| Independent Advisor Alliance | 1,668 | $28.9 萬 | 0.00% | +1,668 | 新進 |
| Sunflower Bank, N.A. | 1,661 | $28.8 萬 | 0.08% | +13+0.8% | 加碼 |
| CTC Alternative Strategies, Ltd. | 1,660 | $28.8 萬 | 0.37% | −387−18.9% | 減碼 |
| Philip James Wealth Mangement, LLC | 1,659 | $28.7 萬 | 0.04% | +5+0.3% | 加碼 |
| Woodmont Investment Counsel LLC | 1,654 | $28.7 萬 | 0.02% | +1,654 | 新進 |
| 44 Wealth Management LLC | 1,646 | $28.5 萬 | 0.11% | −110−6.3% | 減碼 |
| Sagespring Wealth Partners, LLC | 1,642 | $28.4 萬 | 0.01% | +1,642 | 新進 |
| NDVR, Inc. | 1,641 | $28.4 萬 | 0.27% | +32+2.0% | 加碼 |
| Clearstead Advisors, LLC | 1,639 | $28.4 萬 | 0.00% | +1,261+333.6% | 加碼 |
| OneAscent Financial Services LLC | 1,636 | $28.3 萬 | 0.02% | +1,636 | 新進 |
| Americana Partners, LLC | 1,627 | $28.2 萬 | 0.01% | −300−15.6% | 減碼 |
| Brookstone Capital Management | 1,625 | $28.2 萬 | 0.00% | +1,625 | 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 |
| Strategic Financial Concepts, LLC | 1,621 | $28.1 萬 | 0.05% | +1,621 | 新進 |
| Clifford Swan Investment Counsel LLC | 1,615 | $28.0 萬 | 0.01% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 1,598 | $27.7 萬 | 0.07% | 00.0% | 不變 |
| 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 |
| Vise Technologies, Inc. | 1,564 | $27.1 萬 | 0.02% | −676−30.2% | 減碼 |
| GTS Securities LLC | 1,540 | $26.7 萬 | 0.01% | −23,761−93.9% | 減碼 |
| Wellington Wealth Strategies, LLC. | 1,397 | $26.6 萬 | 0.24% | +1,397 | 新進 |
| Roberts Glore & Co Inc | 1,530 | $26.5 萬 | 0.08% | −1,050−40.7% | 減碼 |
| Howard Capital Management Inc. | 1,529 | $26.5 萬 | 0.00% | +72+4.9% | 加碼 |
| SageView Advisory Group, LLC | 1,524 | $26.4 萬 | 0.01% | +45+3.0% | 加碼 |
| Meridian Wealth Management, LLC | 1,523 | $26.4 萬 | 0.01% | +1,523 | 新進 |
| Moloney Securities Asset Management, LLC | 1,497 | $25.9 萬 | 0.03% | −107−6.7% | 減碼 |
| City Center Advisors, LLC | 1,491 | $25.8 萬 | 0.29% | +1,491 | 新進 |
| Catalyst Financial Partners LLC | 1,481 | $25.7 萬 | 0.05% | +1,481 | 新進 |
| Scotia Capital Inc. | 1,477 | $25.6 萬 | 0.00% | −9,588−86.7% | 減碼 |
| Quent Capital, LLC | 1,472 | $25.5 萬 | 0.03% | +326+28.4% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,471 | $25.5 萬 | 0.01% | −6,201−80.8% | 減碼 |
| WMS Partners, LLC | 1,457 | $25.2 萬 | 0.01% | 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 |
| Seed Wealth Management, Inc. | 1,453 | $25.2 萬 | 0.20% | 00.0% | 不變 |
| 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 |
| Camden Capital, LLC | 1,450 | $25.1 萬 | 0.03% | +1,450 | 新進 |
| Calamos Wealth Management LLC | 1,444 | $25.0 萬 | 0.01% | +1,444 | 新進 |
| Obsidian Personal Planning Solutions LLC | 1,241 | $25.0 萬 | 0.12% | +1,241 | 新進 |
| Strategic Family Wealth Counselors, L.L.C. | 1,437 | $24.9 萬 | 0.08% | +4+0.3% | 加碼 |
| Sovereign Investment Advisors, LLC | 1,435 | $24.9 萬 | 0.07% | +1,435 | 新進 |
| Twin Peaks Wealth Advisors, LLC | 1,434 | $24.8 萬 | 0.11% | −140−8.9% | 減碼 |
| Tanager Wealth Management LLP | 1,427 | $24.7 萬 | 0.03% | +1,427 | 新進 |
| Proequities, Inc. | 1,249 | $24.7 萬 | 0.01% | +115+10.1% | 加碼 |
| LRI Investments, LLC | 1,411 | $24.4 萬 | 0.02% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 1,411 | $24.4 萬 | 0.00% | +57+4.2% | 加碼 |
| Bell Bank | 1,408 | $24.4 萬 | 0.02% | +1,408 | 新進 |
| HHM Wealth Advisors, LLC | 1,407 | $24.4 萬 | 0.03% | +7+0.5% | 加碼 |
| AF Advisors, Inc. | 1,405 | $24.3 萬 | 0.03% | +1,405 | 新進 |
| Retirement Guys Formula LLC | 1,394 | $24.1 萬 | 0.12% | +1,394 | 新進 |
| AA Financial Advisors, LLC | 1,392 | $24.1 萬 | 0.06% | +1,392 | 新進 |
| Sandy Spring Bank | 1,382 | $23.9 萬 | 0.01% | −156−10.1% | 減碼 |
| Meyer Handelman Co | 1,380 | $23.9 萬 | 0.01% | +1,380 | 新進 |
| Journey Strategic Wealth LLC | 1,376 | $23.8 萬 | 0.01% | +1,376 | 新進 |
| Doheny Asset Management | 1,375 | $23.8 萬 | 0.18% | +1,375 | 新進 |
| OV Management LLC | 1,373 | $23.8 萬 | 0.11% | −14,125−91.1% | 減碼 |
| Saranac Partners Ltd | 1,370 | $23.7 萬 | 0.13% | +1,370 | 新進 |
| Prospera Financial Services Inc | 1,361 | $23.6 萬 | 0.01% | +1,361 | 新進 |
| Ostrum Asset Management | 1,356 | $23.5 萬 | 0.02% | −58−4.1% | 減碼 |
| Buckingham Strategic Partners | 1,354 | $23.5 萬 | 0.00% | +1,354 | 新進 |
| Equity Investment Corp | 1,354 | $23.5 萬 | 0.01% | +1,354 | 新進 |
| Geneos Wealth Management Inc. | 1,353 | $23.4 萬 | 0.01% | +39+3.0% | 加碼 |
| First National Bank | 1,352 | $23.4 萬 | 0.16% | +1,352 | 新進 |
| Mechanics Bank Trust Department | 1,350 | $23.4 萬 | 0.03% | +1,350 | 新進 |
| Kathmere Capital Management, LLC | 1,343 | $23.3 萬 | 0.02% | +1,343 | 新進 |
| Ashton Thomas Private Wealth, LLC | 1,328 | $23.0 萬 | 0.01% | +1,328 | 新進 |
| Belpointe Asset Management LLC | 1,644 | $22.8 萬 | 0.01% | +4+0.2% | 加碼 |
| CMC Financial Group | 1,307 | $22.6 萬 | 0.48% | +1,307 | 新進 |
| Conning Inc. | 1,305 | $22.6 萬 | 0.01% | −1,042−44.4% | 減碼 |
| Aprio Wealth Management, LLC | 1,300 | $22.5 萬 | 0.03% | +1,300 | 新進 |
| Lipe & Dalton | 1,300 | $22.5 萬 | 0.12% | +1,300 | 新進 |
| YHB Investment Advisors, Inc. | 1,296 | $22.5 萬 | 0.02% | +1,296 | 新進 |