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Discover Financial Services

DFSDelisted May 19, 2025
Industry
Personal Credit Institutions
SEC CIK
0001393612

Discover Financial Services was delisted on May 19, 2025; its insiders filed their last Form 4 on May 19, 2025; 1,176 institutions reported holding it in 13F filings for Q1 2025, worth $37.3B in total; superinvestors Third Point and Maverick Capital held it.

13F holders, Q1 2021

Institutional positions in Discover Financial Services as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
897
No complete 13F data for Q4 2020
Shares held
261.3M
No complete 13F data for Q4 2020
Total value
$24.8B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting DFS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 897 institutions
Q1 2021: 897 institutionsQ2 2021: 927 institutionsQ3 2021: 946 institutionsQ4 2021: 983 institutionsQ1 2022: 953 institutionsQ2 2022: 944 institutionsQ3 2022: 927 institutionsQ4 2022: 980 institutionsQ1 2023: 958 institutionsQ2 2023: 975 institutionsQ3 2023: 908 institutionsQ4 2023: 979 institutionsQ1 2024: 1,036 institutionsQ2 2024: 1,030 institutionsQ3 2024: 1,061 institutionsQ4 2024: 1,173 institutionsQ1 2025: 1,176 institutionsQ2 2025: 10 institutionsQ3 2025: 2 institutionsQ4 2025: 2 institutionsQ1 2026: 4 institutionsQ2 2026: 1 institution
Value heldQ1 2021: $24.8B
Q1 2021: $24.8BQ2 2021: $30.6BQ3 2021: $30.8BQ4 2021: $28.2BQ1 2022: $26.1BQ2 2022: $21.8BQ3 2022: $20.7BQ4 2022: $21.9BQ1 2023: $21.3BQ2 2023: $24.7BQ3 2023: $18.3BQ4 2023: $24.4BQ1 2024: $27.9BQ2 2024: $27.8BQ3 2024: $30.0BQ4 2024: $37.6BQ1 2025: $37.3BQ2 2025: $15.3MQ3 2025: $1.08MQ4 2025: $1.15KQ1 2026: $8.35MQ2 2026: $200
Institutions holding DFS and their total value by quarter
QuarterHoldersValue
Q2 20261$200
Q1 20264$8.35M
Q4 20252$1.15K
Q3 20252$1.08M
Q2 202510$15.3M
Q1 20251,176$37.3B
Q4 20241,173$37.6B
Q3 20241,061$30.0B
Q2 20241,030$27.8B
Q1 20241,036$27.9B
Q4 2023979$24.4B
Q3 2023908$18.3B
Q2 2023975$24.7B
Q1 2023958$21.3B
Q4 2022980$21.9B
Q3 2022927$20.7B
Q2 2022944$21.8B
Q1 2022953$26.1B
Q4 2021983$28.2B
Q3 2021946$30.8B
Q2 2021927$30.6B
Q1 2021897$24.8B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Discover Financial Services.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding DFS in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2$00.00%––
Reilly Financial Advisors, LLC7$1.00K0.00%––
FormulaFolio Investments, LLC12$1.00K0.00%––
MV Capital Management, Inc.6$1.00K0.00%––
First Command Advisory Services, Inc.9$1.00K0.00%––
Hexagon Capital Partners LLC17$1.00K0.00%––
Heritage Wealth Advisors20$1.90K0.00%––
Creative Financial Designs Inc25$2.00K0.00%––
Financial Management Professionals, Inc.25$2.00K0.00%––
Capital Analysts, LLC18$2.00K0.00%––
MPS Loria Financial Planners, LLC30$2.00K0.00%––
TSFG, LLC25$2.00K0.00%––
Arkadios Wealth Advisors28$2.00K0.00%––
Standard Family Office LLC20$2.00K0.00%––
Rockbridge Investment Management, LCC19$2.00K0.00%––
Halpern Financial, Inc.30$2.85K0.00%––
Jones Financial Companies LLLP29$3.00K0.00%––
Barrett Asset Management, LLC30$3.00K0.00%––
Evoke Wealth, LLC34$3.00K0.00%––
Atlas Private Wealth Management34$3.00K0.00%––
Kelly Financial Services LLC38$3.61K0.00%––
Horan Securities, Inc.42$4.00K0.00%––
Coastal Capital Group, Inc.39$4.00K0.00%––
Estabrook Capital Management50$4.75K0.00%––
Anchor Investment Management, LLC50$4.75K0.00%––
Highlander Capital Management, LLC50$5.00K0.00%––
JJJ Advisors Inc.54$5.00K0.00%––
Stonebridge Capital Advisors LLC50$5.00K0.00%––
Mascoma Wealth Management LLC54$5.00K0.00%––
New Capital Management LP54$5.00K0.00%––
Raffa Wealth Management, LLC56$5.32K0.00%––
Wealthcare Capital Management LLC62$6.00K0.00%––
Wolff Wiese Magana LLC65$6.00K0.00%––
Baystate Wealth Management LLC75$7.00K0.00%––
Focused Wealth Management, Inc71$7.00K0.00%––
Sugarloaf Wealth Management, LLC73$7.00K0.00%––
Center for Financial Planning, Inc.78$7.00K0.00%––
Ogorek Anthony Joseph90$8.00K0.00%––
Cordasco Financial Network88$8.00K0.01%––
Glassman Wealth Services88$8.00K0.00%––
RMR Wealth Builders89$8.00K0.00%––
IAG Wealth Partners, LLC75$8.00K0.00%––
Tompkins Financial Corp99$9.00K0.00%––
Northern Oak Wealth Management Inc100$9.00K0.00%––
Hanson & Doremus Investment Management93$9.00K0.00%––
Rock Creek Group, LP100$9.00K0.00%––
Certified Advisory Corp100$9.00K0.00%––
Meridian Wealth Partners, LLC96$9.00K0.00%––
Avion Wealth100$9.00K0.00%––
Accel Wealth Management91$9.00K0.01%––
Better Money Decisions, LLC95$9.00K0.01%––
Centerpoint Advisors, LLC104$10.0K0.01%––
Fiduciary Planning LLC103$10.0K0.02%––
DB Wealth Management Group, LLC108$10.0K0.01%––
Sandy Spring Bank114$11.0K0.00%––
Founders Capital Management118$11.0K0.01%––
Earnest Partners LLC131$12.0K0.00%––
Roble, Belko & Company, Inc129$12.0K0.00%––
Global Retirement Partners, LLC131$12.0K0.00%––
Howe & Rusling Inc137$13.0K0.00%––
Peoples Financial Services Corp.136$13.0K0.01%––
Column Capital Advisors, LLC137$13.0K0.00%––
Sargent Bickham Lagudis LLC135$13.0K0.00%––
Pinnacle Bancorp, Inc.137$13.0K0.01%––
Piscataqua Savings Bank139$13.0K0.01%––
Bourgeon Capital Management LLC150$14.0K0.00%––
Legacy Bridge, LLC150$14.0K0.01%––
Charter Oak Capital Management, LLC150$14.0K0.00%––
Farmers & Merchants Investments Inc161$15.0K0.00%––
Motco156$15.0K0.00%––
Resolute Partners Group164$16.0K0.00%––
First Horizon Corp187$17.0K0.00%––
Sun Life Financial INC181$17.0K0.00%––
Axiom Investment Management LLC186$17.0K0.01%––
Private Ocean, LLC180$17.0K0.00%––
Johnson Midwest Financial, LLC180$17.0K0.02%––
Bellevue Asset Management, LLC176$17.0K0.01%––
TFC Financial Management178$17.0K0.01%––
West Paces Advisors Inc.182$17.3K0.01%––
Smith Asset Management Group LP186$18.0K0.00%––
Old North State Trust, LLC188$18.0K0.01%––
Denali Advisors LLC200$19.0K0.01%––
AlphaMark Advisors, LLC200$19.0K0.01%––
Riggs Asset Managment Co. Inc.211$20.0K0.01%––
Atlas Private Wealth Advisors215$20.0K0.01%––
Vectors Research Management, LLC224$21.0K0.01%––
Graves-Light Private Wealth Management, Inc.219$21.0K0.00%––
Lenox Wealth Advisors, LLC234$22.0K0.00%––
Clearstead Advisors, LLC242$23.0K0.00%––
Hantz Financial Services, Inc.246$23.0K0.00%––
Altshuler Shaham Ltd240$23.0K0.00%––
Cutler Group LP244$23.0K0.00%––
Bank Julius Baer & Co. Ltd, Zurich245$23.0K0.00%––
Ironwood Financial, llc247$23.0K0.01%––
Liberty Wealth Management LLC281$23.0K0.01%––
SkyView Investment Advisors, LLC240$23.0K0.01%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA250$23.7K0.03%––
CSat Investment Advisory, L.P.256$24.0K0.02%––
Gemmer Asset Management LLC257$24.0K0.00%––
Fortis Advisors, LLC250$24.0K0.02%––