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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
Pettee Investors, Inc.3,450$328.0K0.16%––
People's United Financial, Inc.3,431$326.0K0.01%––
Benjamin F. Edwards & Company, Inc.3,415$324.0K0.02%––
Cresset Asset Management, LLC3,410$323.0K0.01%––
Clarius Group, LLC3,370$320.0K0.03%––
Roberts Glore & Co Inc3,326$316.0K0.10%––
Coldstream Capital Management Inc3,317$315.0K0.02%––
Greenleaf Trust3,321$315.0K0.00%––
BBVA USA Bancshares, Inc.3,286$312.0K0.01%––
Pflug Koory, LLC3,285$312.0K0.17%––
Advisory Services Network, LLC3,269$311.0K0.01%––
Silvercrest Asset Management Group LLC3,240$308.0K0.00%––
Lake Street Advisors Group, LLC3,231$307.0K0.02%––
HCR Wealth Advisors3,221$306.0K0.06%––
Quantitative Systematic Strategies LLC3,216$305.0K0.05%––
J. W. Coons Advisors, LLC3,211$304.0K0.11%––
Wealthsource Partners, LLC3,188$303.0K0.03%––
Sentry Investment Management LLC3,159$300.0K0.08%––
Chicago Wealth Management, Inc.3,123$297.0K0.24%––
First Hawaiian Bank3,081$293.0K0.01%––
Johnson Investment Counsel Inc3,075$292.0K0.00%––
Empirical Finance, LLC3,227$292.0K0.05%––
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%––
Truadvice, LLC2,538$290.0K0.09%––
Umb Bank N A3,004$286.0K0.01%––
SevenBridge Financial Group, LLC3,007$286.0K0.10%––
Intercontinental Wealth Advisors, LLC2,977$283.0K0.06%––
Ci Investments Inc.2,939$279.0K0.00%––
James Investment Research Inc2,912$277.0K0.03%––
Wedgewood Investors Inc2,905$276.0K0.34%––
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%––
Court Place Advisors, LLC2,863$272.0K0.08%––
Strategic Investment Advisors2,863$272.0K0.07%––
D.A. Davidson & Co.2,848$271.0K0.00%––
Northwest Bancshares, Inc.2,853$271.0K0.06%––
First Interstate Bank2,812$267.0K0.03%––
Beck Mack & Oliver LLC2,800$266.0K0.01%––
Hunter Associates Investment Management LLC2,800$266.0K0.06%––
Meyer Handelman Co2,760$262.0K0.01%––
Ethic Inc.2,744$261.0K0.05%––
Mayflower Financial Advisors, LLC2,745$261.0K0.04%––
Welch & Forbes LLC2,735$260.0K0.00%––
Institute for Wealth Management, LLC.2,722$259.0K0.05%––
Western Wealth Management, LLC2,729$259.0K0.03%––
Parsec Financial Management, Inc.2,717$258.0K0.01%––
Gofen & Glossberg LLC2,704$257.0K0.01%––
MUFG Americas Holdings Corp2,702$257.0K0.01%––
Garrison Point Advisors, LLC2,701$257.0K0.20%––
Kovitz Investment Group Partners, LLC2,699$256.0K0.01%––
Keystone Financial Group2,648$252.0K0.05%––
Washington Trust Co2,649$251.0K0.01%––
Grandfield & Dodd, LLC2,582$250.0K0.02%––
Relyea Zuckerberg Hanson LLC2,294$247.0K0.11%––
Hilltop Holdings Inc.2,590$246.0K0.03%––
South State Corp.2,571$244.0K0.02%––
First Bank & Trust2,563$243.0K0.12%––
Tokio Marine Asset Management Co Ltd2,537$241.0K0.02%––
HYA Advisors, Inc2,538$241.0K0.11%––
Roman Butler Fullerton & Co2,330$238.0K0.12%––
Peachtree Investment Partners, LLC2,500$237.0K0.14%––
Sigma Planning Corp2,487$236.0K0.01%––
Moneta Group Investment Advisors LLC2,463$234.0K0.01%––
Trust Asset Management LLC2,461$234.0K0.03%––
Meritage Group LP2,458$233.0K0.00%––
Founders Financial Alliance, LLC2,021$232.0K0.11%––
IHT Wealth Management, LLC2,430$231.0K0.02%––
Brookstone Capital Management2,403$228.0K0.01%––
Courier Capital LLC2,352$223.0K0.02%––
Orion Portfolio Solutions, LLC2,325$221.0K0.01%––
Vantage Consulting Group Inc2,291$218.0K0.04%––
Gateway Advisory, LLC2,280$217.0K0.05%––
Buckley Wealth Management, LLC2,282$217.0K0.08%––
Advisor OS, LLC2,282$217.0K0.05%––
Horizon Investments, LLC2,275$216.0K0.01%––
BI Asset Management Fondsmaeglerselskab A/S2,267$215.0K0.01%––
StoneX Group Inc.2,249$214.0K0.04%––
Sequoia Financial Advisors, LLC2,255$214.0K0.01%––
Eastern Bank2,228$211.0K0.01%––
Cetera Advisors LLC2,203$209.0K0.01%––
PDT Partners, LLC2,200$209.0K0.02%––
CPWM, LLC2,189$208.0K0.02%––
Domani Wealth, LLC2,160$205.0K0.04%––
Renasant Bank2,142$203.0K0.16%––
Pacitti Group Inc.2,136$202.0K0.13%––
Cozad Asset Management Inc2,119$201.0K0.03%––
Aevitas Wealth Management, Inc.2,113$201.0K0.14%––
North Star Investment Management Corp.2,075$197.0K0.02%––
Acima Private Wealth, LLC2,056$195.0K0.10%––
IFP Advisors, Inc2,033$191.0K0.00%––
Red Cedar Capital, LLC2,000$190.0K0.13%––
Aspire Private Capital, LLC1,959$186.0K0.07%––
Whittier Trust Co1,892$179.0K0.00%––
Capstone Investment Advisors, LLC1,853$176.0K0.01%––
San Francisco Sentry Investment Group (Ca)1,817$173.0K0.07%––
Hills Bank & Trust Co1,743$166.0K0.03%––