13F Insight
DOSSIER · 13F Holders · Q4 2024CyclicalNet sold
DFSEUR

DISCOVER FINL SVCS

25 institutions still hold DISCOVER FINL SVCS as of Q4 2024. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 254709108·25 13F holders·last filed Dec 31, 2024
Market cap
—
▼ 1.9%
vs prior quarter
13F value held
$60M
46.0% inst. owned
of float
Holders
25
+85 QoQ
filers reporting
Activity
+77 / −50
+817 added · −816 reduced
this quarter
Concentration
63.06%
CAXTON ASSOCIATES LP #1
top holder share
AI Holders Summary · Q4 2024

25 institutions reported DFSEUR in Q4 2024. CAXTON ASSOCIATES LP leads at 63.1% of the visible book. +85 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CAXTON ASSOCIATES LP
CIK 0000872573
$38M219K1.20%Q4 202402
William B. Walkup & Associates, Inc.
CIK 0002034054
$6M36K3.66%Q1 202603
Phase 2 Partners, LLC
CIK 0001841126
$4M22K2.90%Q4 202404
Orion Portfolio Solutions, LLC
CIK 0001802647
$3M20K0.02%Q1 202505
MIZUHO SECURITIES USA LLC
CIK 0001513006
$3M20K0.07%Q1 202506
Sheaff Brock Investment Advisors, LLC
CIK 0001666789
$854,6955K0.08%Q1 202507
Kolinsky Wealth Management, LLC
CIK 0001904326
$825,0005K0.50%Q4 202408
Schechter Investment Advisors, LLC
CIK 0001951586
$783,0015K0.06%Q1 202509
LAKE STREET ADVISORS GROUP, LLC
CIK 0001724269
$681,0004K0.03%Q4 202410
Keeley-Teton Advisors, LLC
CIK 0001700530
$664,1944K0.08%Q1 202511
TrinityPoint Wealth, LLC
CIK 0001766510
$633,1904K0.09%Q4 202412
Wellington Wealth Strategies, LLC.
CIK 0002007383
$265,5841K0.24%Q4 202413
Sandy Spring Bank
CIK 0001457833
$235,9081K0.01%Q1 202514
Lindbrook Capital, LLC
CIK 0001767045
$225,3241K0.02%Q1 202515
Zions Bancorporation, N.A.
CIK 0001666757
$42,2682440.00%Q4 202416
Cassady Schiller Wealth Management, LLC
CIK 0001904425
$40,7092350.01%Q4 202417
OLIVER LAGORE VANVALIN INVESTMENT GROUP
CIK 0001907568
$32,0921880.01%Q2 202518
Spectrum Wealth Counsel, LLC
CIK 0002011274
$25,6051500.00%Q1 202519
Sugarloaf Wealth Management, LLC
CIK 0001664864
$12,646730.00%Q4 202420
Kiely Wealth Advisory Group, Inc.
CIK 0002005660
$6,449330.00%Q4 2024
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