DFS

Discover Financial Services

Latest period2024 - Q4Total superinvestors152

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 152 superinvestors own shares of Discover Financial Services (DFS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Discover Financial Services (DFS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Discover Financial Services (DFS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Discover Financial Services (DFS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Albert Luong@Canoe Financial Lp
Recent Activity
Decreased -14.94%
1.5%
$91.512M
528,267 shares@ 173.23 avg price
Julie M. Schmuelling@Gateway Investment Advisers Llc
Recent Activity
Decreased -0.1%
0.42%
$36.861M
212,785 shares@ 173.24 avg price
Michael J. Newman@Burney Co
Recent Activity
Decreased -1.79%
1.15%
$32.44M
187,268 shares@ 173.23 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Decreased -0.05%
0.09%
$21.374M
123,386 shares@ 173.24 avg price
Jon Stolper@Stolper Co
Recent Activity
Decreased -1.04%
2.99%
$8.976M
51,817 shares@ 173.23 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -11.34%
0.11%
$5.74M
33,135 shares@ 173.24 avg price
Stephen Tuttle@Signet Financial Management, Llc
Recent Activity
Decreased -0.52%
0.72%
$5.585M
32,240 shares@ 173.23 avg price
Patricia Watson@Baker Ellis Asset Management Llc
Recent Activity
Decreased -1.32%
0.8%
$5.401M
31,179 shares@ 173.23 avg price
Dr. Dr. Heimo Ploessnig@Assenagon Asset Management S.a.
Recent Activity
Decreased -16.04%
0.01%
$3.879M
22,393 shares@ 173.23 avg price
Jeffrey Jones@Cypress Financial Planning Llc
Recent Activity
Decreased -25.2%
1.42%
$3.854M
22,247 shares@ 173.24 avg price