DISCOVER FINANCIAL SERVICES (DFS) Institutional Ownership Changes & 13F Activity
DISCOVER FINANCIAL SERVICES (DFS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2024). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Brave Warrior Advisors, Third Point, Renaissance Technologies LLC, Duquesne Family Office Llc, and Storebrand Asset Management As.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Storebrand Asset Management As | Buy | +4,847 | +3.7% | 134,211 | $23.25M | Q4 2024 | Jun 17, 2026 |
| Independent Financial Group, Llc | Sell | -822 | -16.5% | 4,169 | $722.20K | Q4 2024 | Jun 12, 2026 |
| Peak Planning Group, Llc | Buy | +1,901 | — | 1,901 | $329.31K | Q4 2024 | May 26, 2026 |
| Medallion Wealth Advisors, Llc | Buy | +165 | — | 165 | $28.17K | Q4 2024 | Apr 24, 2026 |
| Danske Bank A/S | Sell | -1,900 | -1.6% | 118,536 | $20.53M | Q4 2024 | Mar 18, 2026 |
| Leonteq Securities Ag | Sell | -214 | -55.2% | 174 | $30.14K | Q4 2024 | Feb 23, 2026 |
| Clark Wealth Partners | Buy | +37 | — | 37 | $6.39K | Q4 2024 | Feb 04, 2026 |
| Saranac Partners Ltd | Buy | +1,370 | — | 1,370 | $237.32K | Q4 2024 | Feb 02, 2026 |
| Brave Warrior Advisors | Sell | -930,741 | -26.9% | 2,523,965 | $437.23M | Q4 2024 | Feb 14, 2025 |
| Third Point | Buy | +640,000 | — | 640,000 | $110.87M | Q4 2024 | Feb 14, 2025 |
| Duquesne Family Office Llc | Sell | -137,895 | -48.4% | 146,970 | $25.46M | Q4 2024 | Feb 14, 2025 |
| Eagle Capital Management | Sell | -176 | -0.0% | 1,547,424 | $268.06M | Q4 2024 | Feb 14, 2025 |
| Renaissance Technologies LLC | Sell | -166,973 | -72.4% | 63,700 | $11.03M | Q4 2024 | Feb 13, 2025 |
| Sequoia Financial Advisors | Buy | +1,963 | +31.7% | 8,154 | $1.41M | Q4 2024 | Feb 07, 2025 |
Frequently asked questions about DFS activity
Which institutional owners are buying DFS?
Institutional owners buying DFS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DFS activity?
"Buy" means an investor increased their reported position in DFS compared to the prior reporting period. This reflects growing exposure to DISCOVER FINANCIAL SERVICES (DFS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DFS increasing?
Institutional interest in DFS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related DFS Institutional Insights
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- Institutional Portfolio Overlap & Shared Holdings
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- DFS Insider Trading & SEC Form 4 Activity
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