Discover Financial Services

DFS • NYSE

Discover Financial Services is a financial - credit services company in the financial services sector on NYSE, led by J. Michael Shepherd. As of Q3 2025, 1 institutional investors hold shares in this company, with total holdings valued at $200.0. HUNTINGTON NATIONAL BANK is the largest holder with a position valued at $200.0.

CEOJ. Michael Shepherd

Financial - Credit Services

Financial Services

Employees21.1K

Websitediscover.com

Country

United States of America

Overview

Overview of institutional ownership in DFS as of Q3 2025

All Institutions

Institutions: 1
Value Held: $200.0
Shares Held: 1.0
Avg Position: $200.0
Median Position: $200.0

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in DFS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
H HUNTINGTON NATIONAL BANK Long Only Manager	Samuel Huntington Ellis Managing Partner	$200.0 0.00% of portfolio	0.00% 1.0 shares	Q4 2022 Held for 2y 11m	$16.2B
Dynasty Wealth Management, LLC Fund of Funds	Shirl Thomas Penney CEO	- 0.00% of portfolio	0.00% - shares	Q1 2024 Held for 1y 8m	$7.5B
Kestra Investment Management, LLC Long Only Manager	Kara Marie Murphy CIO	- 0.00% of portfolio	0.00% - shares	Q4 2024 Held for 11 months	$3.7B
C Close Asset Management Ltd Institution	-	- 0.00% of portfolio	0.00% - shares	Q1 2020 Held for 5y 8m	$4.5B
IFP Advisors, Inc RIA/Wealth	William Eugene Hamm CEO	- 0.00% of portfolio	0.00% - shares	Q1 2023 Held for 2y 8m	$3.8B
Sunbelt Securities, Inc. RIA/Wealth	David Anthony Smetek President	- 0.00% of portfolio	0.00% - shares	Q1 2023 Held for 2y 8m	$1.4B
A Advisor Group Holdings, Inc. Institution	-	- 0.00% of portfolio	0.00% - shares	Q4 2022 Held for 2y 11m	$71.0B
Boussard & Gavaudan Investment Management LLP Hedge Fund•Multi-Strategy	Emmanuel Gavaudan CEO	- 0.00% of portfolio	0.00% - shares	Q1 2024 Held for 1y 8m	$145.9M
D DekaBank Deutsche Girozentrale Institution	-	- 0.00% of portfolio	0.00% - shares	Q3 2025 Held for 2 months	$58.9B
COZAD ASSET MANAGEMENT INC RIA/Wealth	Gregory Dale Cozad CEO	- 0.00% of portfolio	0.00% - shares	Q4 2018 Held for 6y 11m	$1.3B

Net Capital Flow

Institutional buying and selling activity for DFS in Q3 2025

Net Flow: −$20.8M
Buyers: 0
Sellers: 8
Total Bought: +-
Total Sold: −$20.8M
Avg Position: $18.2

Biggest Buyers

Institution	Net Bought	Current Position
No buyers found

Biggest Sellers

Institution	Net Sold	Current Position
Boussard & Gavaudan Investment Management LLP Hedge Fund•Multi-Strategy	−$14.1M −84.5K shares	Sold Off 0 shares
A Advisor Group Holdings, Inc. Institution	−$1.9M −17.8K shares	Sold Off 0 shares
Dynasty Wealth Management, LLC Fund of Funds	−$1.9M −9.6K shares	Sold Off 0 shares
Kestra Investment Management, LLC Long Only Manager	−$1.1M −6.4K shares	Sold Off 0 shares
S Skopos Labs, Inc. RIA/Wealth	−$758.8K −4.4K shares	Sold Off 0 shares
IFP Advisors, Inc RIA/Wealth	−$553.5K −2.7K shares	Sold Off 0 shares
COZAD ASSET MANAGEMENT INC RIA/Wealth	−$347.5K −2.0K shares	Sold Off 0 shares
Sunbelt Securities, Inc. RIA/Wealth	−$54.6K −315.0 shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DFS in Q3 2025

New Positions: 1
New Value: -
Exited Positions: 10
Exited Value: $20.8M

New Positions

Institution	Position Value
D DekaBank Deutsche Girozentrale Institution	- - shares

Exited Positions

Institution	Previous Position
Boussard & Gavaudan Investment Management LLP Hedge Fund•Multi-Strategy	$14.1M 84.5K shares
A Advisor Group Holdings, Inc. Institution	$1.9M 17.8K shares
Dynasty Wealth Management, LLC Fund of Funds	$1.9M 9.6K shares
Kestra Investment Management, LLC Long Only Manager	$1.1M 6.4K shares
S Skopos Labs, Inc. RIA/Wealth	$758.8K 4.4K shares
IFP Advisors, Inc RIA/Wealth	$553.5K 2.7K shares
COZAD ASSET MANAGEMENT INC RIA/Wealth	$347.5K 2.0K shares
Sunbelt Securities, Inc. RIA/Wealth	$54.6K 315.0 shares
C Close Asset Management Ltd Institution	- 100.0 shares
D DekaBank Deutsche Girozentrale Institution	- 61.8K shares

Options Activity

Institutions with the largest Call and Put options positions in DFS as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with DFS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
H HUNTINGTON NATIONAL BANK Long Only Manager	Samuel Huntington Ellis Managing Partner	0.00% $200.0	0.00% 1.0 shares	Q4 2022 Held for 2y 11m	$16.2B
Dynasty Wealth Management, LLC Fund of Funds	Shirl Thomas Penney CEO	0.00% -	0.00% - shares	Q1 2024 Held for 1y 8m	$7.5B
Kestra Investment Management, LLC Long Only Manager	Kara Marie Murphy CIO	0.00% -	0.00% - shares	Q4 2024 Held for 11 months	$3.7B
C Close Asset Management Ltd Institution	-	0.00% -	0.00% - shares	Q1 2020 Held for 5y 8m	$4.5B
Boussard & Gavaudan Investment Management LLP Hedge Fund•Multi-Strategy	Emmanuel Gavaudan CEO	0.00% -	0.00% - shares	Q1 2024 Held for 1y 8m	$145.9M
D DekaBank Deutsche Girozentrale Institution	-	0.00% -	0.00% - shares	Q3 2025 Held for 2 months	$58.9B
COZAD ASSET MANAGEMENT INC RIA/Wealth	Gregory Dale Cozad CEO	0.00% -	0.00% - shares	Q4 2018 Held for 6y 11m	$1.3B
S Skopos Labs, Inc. RIA/Wealth	Erkko Mikonpoika Etula CEO	0.00% -	0.00% - shares	Q4 2023 Held for 1y 11m	$926.8M
A Advisor Group Holdings, Inc. Institution	-	0.00% -	0.00% - shares	Q4 2022 Held for 2y 11m	$71.0B
IFP Advisors, Inc RIA/Wealth	William Eugene Hamm CEO	0.00% -	0.00% - shares	Q1 2023 Held for 2y 8m	$3.8B