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DISCOVER FINANCIAL SERVICES
DISCOVER FINANCIAL SERVICES. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 768 Institutional holders with a total value of $18,739,523,261.
#
Manager Name
Shares
Value ($)
%
Options
Notes
651 Perigon Wealth Management, LLC 2,339 125,000 0.00%
652 SEVEN EIGHT CAPITAL, LP 2,319 124,000 0.00%
653 Advisory Services Network, LLC 2,257 121,000 0.00%
654 MYCIO WEALTH PARTNERS, LLC 2,054 110,000 0.00%
655 Evercore Wealth Management, LLC 1,989 107,000 0.00%
656 UBS Group AG 2,000 107,000 0.00% Call
657 WHITTIER TRUST CO 1,896 102,000 0.00%
658 Financial Architects, Inc 1,880 100,000 0.00%
659 WFG Advisors, LP 1,806 97,000 0.00%
660 FULLER & THALER ASSET MANAGEMENT, INC. 1,700 91,000 0.00%
661 CITIZENS FINANCIAL GROUP INC/DE 1,622 87,000 0.00%
662 ACROSPIRE INVESTMENT MANAGEMENT LLC 1,600 86,000 0.00%
663 GUARDIAN LIFE INSURANCE CO OF AMERICA 1,553 83,000 0.00%
664 Oakworth Capital, Inc. 1,413 81,000 0.00%
665 FNY Managed Accounts LLC 1,500 80,385 0.00%
666 Stonehage Fleming Financial Services Holdings Ltd 1,500 80,000 0.00%
667 Litman Gregory Wealth Management LLC 1,500 80,000 0.00%
668 PITTENGER & ANDERSON INC 1,500 80,000 0.00%
669 Lenox Wealth Management, Inc. 1,475 79,000 0.00%
670 SYNOVUS FINANCIAL CORP 1,397 74,000 0.00%
671 Redwood Investments, LLC 1,359 73,000 0.00% SH
672 SECURITY NATIONAL TRUST CO 1,342 72,000 0.00%
673 North Star Investment Management Corp. 1,330 71,000 0.00%
674 SUTTON WEALTH ADVISORS INC. 1,302 69,774 0.00%
675 TCI Wealth Advisors, Inc. 1,285 69,000 0.00%
676 SALZHAUER MICHAEL 11,100 69,000 0.00% Call
677 Global X Management CO LLC 1,259 67,000 0.00%
678 DUBUQUE BANK & TRUST CO 1,254 67,000 0.00%
679 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,247 67,000 0.00%
680 INTEGRATED WEALTH MANAGEMENT 1,213 65,000 0.00%
681 Shinko Asset Management Co., Ltd. 1,118 60,000 0.00%
682 ODEY HOLDINGS AG 1,100 59,000 0.00%
683 SIGNATUREFD, LLC 1,039 56,000 0.00%
684 First Horizon Advisors, Inc. 1,046 56,000 0.00%
685 ARCADIA INVESTMENT MANAGEMENT CORP/MI 987 53,000 0.00%
686 Capital Analysts, LLC 948 50,803 0.00%
687 Cable Hill Partners, LLC 908 49,000 0.00%
688 WEALTHCARE CAPITAL MANAGEMENT LLC 917 49,000 0.00%
689 BELLWETHER INVESTMENT GROUP, LLC 904 48,000 0.00%
690 Smithfield Trust Co 880 47,000 0.00%
691 Daiwa SB Investments Ltd. 890 47,000 0.00%
692 JNBA Financial Advisors 796 43,000 0.00%
693 REGAL WEALTH GROUP, INC. 784 42,000 0.00%
694 West Oak Capital, LLC 780 41,800 0.00%
695 Endurance Wealth Management, Inc. 700 38,000 0.00%
696 Winslow, Evans & Crocker, Inc. 658 35,264 0.00%
697 Gemmer Asset Management LLC 638 34,000 0.00%
698 VALLEY NATIONAL ADVISERS INC 583 31,000 0.00%
699 TRUST CO OF VERMONT 563 30,000 0.00%
700 KANALY TRUST CO 544 29,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.