DFS

Discover Financial Services

Latest period2024 - Q4Total superinvestors152

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Julie Gerron@Sendero Wealth Management, Llc Recent Activity Increased 24.28%	0.08%	$492,147 2,841 shares@ 173.24 avg price	Increased 24.28%
Ronald Lenihan@Seacrest Wealth Management, Llc Recent Activity Increased 0.04%	0.06%	$489,944 2,828 shares@ 173.25 avg price	Increased 0.04%
Dominic Corabi@Wedmont Private Capital Recent Activity Increased 4.83%	0.03%	$475,359 2,802 shares@ 169.65 avg price	Increased 4.83%
Marla Wooton@Miracle Mile Advisors, Llc Recent Activity Increased 31.92%	0.01%	$473,957 2,736 shares@ 173.23 avg price	Increased 31.92%
Bill Andrakakos@Aaron Wealth Advisors Llc Recent Activity Increased 7.15%	0.06%	$472,918 2,730 shares@ 173.24 avg price	Increased 7.15%
Kayla Berg@Dakota Wealth Management Recent Activity Increased 4.43%	0.02%	$461,503 2,664 shares@ 173.24 avg price	Increased 4.43%
Steve Corless@Advisornet Financial, Inc Recent Activity Increased 18.02%	0.04%	$436,886 2,522 shares@ 173.23 avg price	Increased 18.02%
Jeffrey A. Smith@Atomi Financial Group, Inc. Recent Activity Increased 6.85%	0.02%	$370,546 2,139 shares@ 173.24 avg price	Increased 6.85%
Molly Crider@Walker Asset Management, Llc Recent Activity Increased 0.25%	0.23%	$358,095 2,067 shares@ 173.25 avg price	Increased 0.25%
Jane Michener@Relyea Zuckerberg Hanson Llc Recent Activity Increased 0.74%	0.05%	$355,486 2,052 shares@ 173.24 avg price	Increased 0.74%