DFS
DISCOVER FINL SVCS
No data for this timeframe.
Vol
Inst. Holders10 funds
Inst. Value$8.4B
Inst. Activity0 buys / 9 sells
SEC Reports2
Recent Activity
Mar 30, 2026
SEC
Analysis based on filing metadata only — document content was unavailable
COURT-RULING — Impact 3/10
Mar 30, 2026
SEC
Analysis based on filing metadata only — document content was unavailable
COURT-RULING — Impact 3/10
Inst.
VANGUARD GROUP INC — EXIT
0 shares ($0.00)
Inst.
FMR LLC — EXIT
0 shares ($0.00)
Jun 4, 2026
Event
HSR Early Termination: Nemetschek SE; Thoma Bravo Discover Fund III-P, L.P.
The FTC granted early termination of the HSR Act waiting period for a transaction involving Nemetsch
Analyst Ratings
3Strong Buy
7Buy
11Hold
0Sell
0Strong Sell
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $5.3B | EXIT |
| FMR LLC | $1.1B | EXIT |
| MORGAN STANLEY | $785.6M | EXIT |
| UBS Group AG | $412.4M | EXIT |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $293.6M | EXIT |
10 institutional holders with $8.4B total value (49,017,799 shares) as of 2025-Q1. Top holders: VANGUARD, FMR, MORGAN. Net selling activity: 3 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 31,151,624 | $5.3B | 63.6% | EXIT -100.0% |
| 2 | FMR LLC | 6,436,664 | $1.1B | 13.1% | EXIT -100.0% |
| 3 | MORGAN STANLEY | 4,602,174 | $785.6M | 9.4% | EXIT -100.0% |
| 4 | UBS Group AG | 2,416,137 | $412.4M | 4.9% | EXIT -100.0% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,720,034 | $293.6M | 3.5% | EXIT -100.0% |
| 6 | BANK OF AMERICA CORP /DE/ | 1,374,798 | $234.7M | 2.8% | EXIT -100.0% |
| 7 | CITADEL ADVISORS LLC | 670,877 | $114.5M | 1.4% | TRIM -29.7% |
| 8 | WELLS FARGO & COMPANY/MN | 327,355 | $55.9M | 0.7% | EXIT -100.0% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 297,236 | $50.7M | 0.6% | EXIT -100.0% |
| 10 | TWO SIGMA INVESTMENTS, LP | 20,900 | $3.6M | 0.0% | EXIT -100.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | EXIT | 31,151,624 | 0 | -100.0% | $0.00 | 2025-Q2 |
| FMR LLC | EXIT | 6,436,664 | 0 | -100.0% | $0.00 | 2025-Q2 |
| MORGAN STANLEY | EXIT | 4,602,174 | 0 | -100.0% | $0.00 | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | EXIT | 1,374,798 | 0 | -100.0% | $0.00 | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | EXIT | 327,355 | 0 | -100.0% | $0.00 | 2025-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | EXIT | 1,720,034 | 0 | -100.0% | $0.00 | 2025-Q2 |
| UBS Group AG | EXIT | 2,416,137 | 0 | -100.0% | $0.00 | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 297,236 | 0 | -100.0% | $0.00 | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 20,900 | 0 | -100.0% | $0.00 | 2025-Q2 |
| CITADEL ADVISORS LLC | TRIM | 954,833 | 670,877 | -29.7% | $114.5M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 63,700 | 297,236 | +366.6% | $50.7M | 2025-Q1 |
| NORGES BANK | EXIT | 4,183,572 | 0 | -100.0% | $0.00 | 2025-Q1 |
| Duquesne Family Office LLC | EXIT | 146,970 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 959,085 | 2,170,518 | +126.3% | $376.0M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 230,673 | 63,700 | -72.4% | $11.0M | 2024-Q4 |
| Duquesne Family Office LLC | TRIM | 284,865 | 146,970 | -48.4% | $25.5K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,728,276 | — | $242.5M | 2024-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 3.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution: 48% buy across 21 analysts — 3 strong buy, 7 buy, 11 hold, 0 sell, 0 strong sell. No current recommendation available.
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2025 | 3 | 7 | 11 | 0 | 0 | 48% | |
| Apr 1, 2025 | 3 | 7 | 11 | 0 | 0 | 48% | |
| Mar 1, 2025 | 3 | 7 | 11 | 0 | 0 | 48% | |
| Feb 1, 2025 | 3 | 7 | 11 | 0 | 0 | 48% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 4, 2026
Enforcement
HSR Early Termination: Nemetschek SE; Thoma Bravo Discover Fund III-P, L.P.
The FTC granted early termination of the HSR Act waiting period for a transaction involving Nemetschek SE; Thoma Bravo Discover Fund III-P, L.P..
May 17, 2026
Clinical Trial
A Phase 1b/2 Clinical Trial Evaluating the Efficacy, Safety, Pharmacokinetics, and Pharmacodynamics of AUR103 Calcium in Patients With HER2-positive Advanced Gastric/Gastroesophageal Junction Adenocarcinoma
Phase Phase 2 — TERMINATED
May 17, 2026
Clinical Trial
A Study Evaluating the Efficacy, Safety, Pharmacokinetics and Pharmacodynamics of AUR 109 in Patients With Colorectal, Ovarian, and Renal Cancers
Phase Phase 2 — TERMINATED
Mar 30, 2026
Enforcement
1:24-cv-09027 Collura v. Warner Bros. Discovery, Inc. et al
Court ruling from United States District Court for the Southern District of New York. Docket: N/A
Mar 30, 2026
Enforcement
1:25-cv-06810 Polaris Images Corp. v. Warner Bros. Discovery, Inc.
Court ruling from United States District Court for the Southern District of New York. Docket: N/A
Mar 27, 2026
Clinical Trial
A Phase II Study of BVD-523 in Metastatic Uveal Melanoma
Phase Phase 2 — TERMINATED