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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
Whittier Trust Co1,892$179.0K0.00%––
Aspire Private Capital, LLC1,959$186.0K0.07%––
Red Cedar Capital, LLC2,000$190.0K0.13%––
IFP Advisors, Inc2,033$191.0K0.00%––
Acima Private Wealth, LLC2,056$195.0K0.10%––
North Star Investment Management Corp.2,075$197.0K0.02%––
Cozad Asset Management Inc2,119$201.0K0.03%––
Aevitas Wealth Management, Inc.2,113$201.0K0.14%––
Pacitti Group Inc.2,136$202.0K0.13%––
Renasant Bank2,142$203.0K0.16%––
Domani Wealth, LLC2,160$205.0K0.04%––
CPWM, LLC2,189$208.0K0.02%––
Cetera Advisors LLC2,203$209.0K0.01%––
PDT Partners, LLC2,200$209.0K0.02%––
Eastern Bank2,228$211.0K0.01%––
StoneX Group Inc.2,249$214.0K0.04%––
Sequoia Financial Advisors, LLC2,255$214.0K0.01%––
BI Asset Management Fondsmaeglerselskab A/S2,267$215.0K0.01%––
Horizon Investments, LLC2,275$216.0K0.01%––
Gateway Advisory, LLC2,280$217.0K0.05%––
Buckley Wealth Management, LLC2,282$217.0K0.08%––
Advisor OS, LLC2,282$217.0K0.05%––
Vantage Consulting Group Inc2,291$218.0K0.04%––
Orion Portfolio Solutions, LLC2,325$221.0K0.01%––
Courier Capital LLC2,352$223.0K0.02%––
Brookstone Capital Management2,403$228.0K0.01%––
IHT Wealth Management, LLC2,430$231.0K0.02%––
Founders Financial Alliance, LLC2,021$232.0K0.11%––
Meritage Group LP2,458$233.0K0.00%––
Moneta Group Investment Advisors LLC2,463$234.0K0.01%––
Trust Asset Management LLC2,461$234.0K0.03%––
Sigma Planning Corp2,487$236.0K0.01%––
Peachtree Investment Partners, LLC2,500$237.0K0.14%––
Roman Butler Fullerton & Co2,330$238.0K0.12%––
Tokio Marine Asset Management Co Ltd2,537$241.0K0.02%––
HYA Advisors, Inc2,538$241.0K0.11%––
First Bank & Trust2,563$243.0K0.12%––
South State Corp.2,571$244.0K0.02%––
Hilltop Holdings Inc.2,590$246.0K0.03%––
Relyea Zuckerberg Hanson LLC2,294$247.0K0.11%––
Grandfield & Dodd, LLC2,582$250.0K0.02%––
Washington Trust Co2,649$251.0K0.01%––
Keystone Financial Group2,648$252.0K0.05%––
Kovitz Investment Group Partners, LLC2,699$256.0K0.01%––
Gofen & Glossberg LLC2,704$257.0K0.01%––
MUFG Americas Holdings Corp2,702$257.0K0.01%––
Garrison Point Advisors, LLC2,701$257.0K0.20%––
Parsec Financial Management, Inc.2,717$258.0K0.01%––
Institute for Wealth Management, LLC.2,722$259.0K0.05%––
Western Wealth Management, LLC2,729$259.0K0.03%––
Welch & Forbes LLC2,735$260.0K0.00%––
Ethic Inc.2,744$261.0K0.05%––
Mayflower Financial Advisors, LLC2,745$261.0K0.04%––
Meyer Handelman Co2,760$262.0K0.01%––
Beck Mack & Oliver LLC2,800$266.0K0.01%––
Hunter Associates Investment Management LLC2,800$266.0K0.06%––
First Interstate Bank2,812$267.0K0.03%––
D.A. Davidson & Co.2,848$271.0K0.00%––
Northwest Bancshares, Inc.2,853$271.0K0.06%––
Court Place Advisors, LLC2,863$272.0K0.08%––
Strategic Investment Advisors2,863$272.0K0.07%––
Fukoku Mutual Life Insurance Co2,900$275.0K0.03%––
CFM Wealth Partners LLC2,896$275.0K0.08%––
TriaGen Wealth Management LLC2,896$275.0K0.16%––
Wedgewood Investors Inc2,905$276.0K0.34%––
James Investment Research Inc2,912$277.0K0.03%––
Ci Investments Inc.2,939$279.0K0.00%––
Intercontinental Wealth Advisors, LLC2,977$283.0K0.06%––
Umb Bank N A3,004$286.0K0.01%––
SevenBridge Financial Group, LLC3,007$286.0K0.10%––
Truadvice, LLC2,538$290.0K0.09%––
Meeder Asset Management Inc3,067$291.0K0.01%––
Fulton Bank, N.A.3,068$291.0K0.01%––
Nomura Holdings Inc3,059$291.0K0.00%––
Arbor Investment Advisors, LLC3,064$291.0K0.07%––
Johnson Investment Counsel Inc3,075$292.0K0.00%––
Empirical Finance, LLC3,227$292.0K0.05%––
First Hawaiian Bank3,081$293.0K0.01%––
Chicago Wealth Management, Inc.3,123$297.0K0.24%––
Sentry Investment Management LLC3,159$300.0K0.08%––
Wealthsource Partners, LLC3,188$303.0K0.03%––
J. W. Coons Advisors, LLC3,211$304.0K0.11%––
Quantitative Systematic Strategies LLC3,216$305.0K0.05%––
HCR Wealth Advisors3,221$306.0K0.06%––
Lake Street Advisors Group, LLC3,231$307.0K0.02%––
Silvercrest Asset Management Group LLC3,240$308.0K0.00%––
Advisory Services Network, LLC3,269$311.0K0.01%––
BBVA USA Bancshares, Inc.3,286$312.0K0.01%––
Pflug Koory, LLC3,285$312.0K0.17%––
Coldstream Capital Management Inc3,317$315.0K0.02%––
Greenleaf Trust3,321$315.0K0.00%––
Roberts Glore & Co Inc3,326$316.0K0.10%––
Clarius Group, LLC3,370$320.0K0.03%––
Cresset Asset Management, LLC3,410$323.0K0.01%––
Benjamin F. Edwards & Company, Inc.3,415$324.0K0.02%––
People's United Financial, Inc.3,431$326.0K0.01%––
Pettee Investors, Inc.3,450$328.0K0.16%––
M Holdings Securities, Inc.3,464$329.0K0.03%––
Childress Capital Advisors, LLC3,494$331.0K0.15%––
Laurel Wealth Advisors, Inc.3,523$335.0K0.05%––