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, Q2 2021
Institutional positions in Discover Financial Services as of Jun 30, 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
- 927
- +38 vs. Q1 2021
- Shares held
- 258.8M
- −380.2K (−0.1%) vs. Q1 2021
- Total value
- $30.6B
- +$5.99B (+24.4%) vs. Q1 2021
- New holders
- 119
- 293 more added
- Sold out
- 81
- 329 more reduced
8 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $200 |
| Q1 2026 | 4 | $8.35M |
| Q4 2025 | 2 | $1.15K |
| Q3 2025 | 2 | $1.08M |
| Q2 2025 | 10 | $15.3M |
| Q1 2025 | 1,176 | $37.3B |
| Q4 2024 | 1,173 | $37.6B |
| Q3 2024 | 1,061 | $30.0B |
| Q2 2024 | 1,030 | $27.8B |
| Q1 2024 | 1,036 | $27.9B |
| Q4 2023 | 979 | $24.4B |
| Q3 2023 | 908 | $18.3B |
| Q2 2023 | 975 | $24.7B |
| Q1 2023 | 958 | $21.3B |
| Q4 2022 | 980 | $21.9B |
| Q3 2022 | 927 | $20.7B |
| Q2 2022 | 944 | $21.8B |
| Q1 2022 | 953 | $26.1B |
| Q4 2021 | 983 | $28.2B |
| Q3 2021 | 946 | $30.8B |
| Q2 2021 | 927 | $30.6B |
| Q1 2021 | 897 | $24.8B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 4,495 | $38 | 0.00% | +4,457+11,728.9% | Added |
| WestEnd Advisors, LLC | – | $473 | 0.00% | – | New |
| FormulaFolio Investments, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 11 | $1.00K | 0.00% | +11 | New |
| Bellevue Asset Management, LLC | 20 | $2.00K | 0.00% | −156−88.6% | Reduced |
| TFC Financial Management | 18 | $2.00K | 0.00% | −160−89.9% | Reduced |
| Center for Financial Planning, Inc. | 18 | $2.00K | 0.00% | −60−76.9% | Reduced |
| Capital Analysts, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 21 | $2.00K | 0.00% | +21 | New |
| Heritage Wealth Advisors | 20 | $2.37K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 29 | $3.00K | 0.00% | +29 | New |
| Halpern Financial, Inc. | 30 | $3.55K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Personal Wealth Partners | 31 | $4.00K | 0.00% | +31 | New |
| Horan Securities, Inc. | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 39 | $5.00K | 0.00% | +39 | New |
| Sound Income Strategies, LLC | 42 | $5.00K | 0.00% | +42 | New |
| Estabrook Capital Management | 50 | $5.92K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $5.92K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 53 | $6.00K | 0.00% | +25+89.3% | Added |
| MV Capital Management, Inc. | 53 | $6.00K | 0.00% | +47+783.3% | Added |
| Wealth Quarterback LLC | 45 | $6.00K | 0.00% | +45 | New |
| GoalVest Advisory LLC | 52 | $6.00K | 0.00% | +52 | New |
| Raffa Wealth Management, LLC | 56 | $6.62K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 69 | $8.00K | 0.00% | −821−92.2% | Reduced |
| Focused Wealth Management, Inc | 71 | $8.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 73 | $9.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 72 | $9.00K | 0.00% | +72 | New |
| Alaethes Wealth LLC | 80 | $9.00K | 0.01% | +80 | New |
| Ogorek Anthony Joseph | 90 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 88 | $10.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 78 | $10.0K | 0.01% | +13+20.0% | Added |
| Paragon Wealth Strategies, LLC | 86 | $10.0K | 0.00% | +86 | New |
| Carroll Financial Associates, Inc. | 93 | $11.0K | 0.00% | −1,520−94.2% | Reduced |
| Accel Wealth Management | 91 | $11.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 96 | $11.0K | 0.01% | +1+1.1% | Added |
| Savior LLC | 104 | $12.0K | 0.01% | −155−59.8% | Reduced |
| Centerpoint Advisors, LLC | 104 | $12.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 108 | $13.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 118 | $14.0K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 115 | $14.0K | 0.01% | +115 | New |
| Addison Advisors LLC | 116 | $14.0K | 0.01% | +116 | New |
| Earnest Partners LLC | 131 | $15.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 129 | $15.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 130 | $15.0K | 0.00% | +100+333.3% | Added |
| Howe & Rusling Inc | 137 | $16.0K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 136 | $16.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 137 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 135 | $16.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 137 | $16.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 139 | $16.0K | 0.01% | 00.0% | Unchanged |
| Motco | 156 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 150 | $18.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 150 | $18.0K | 0.00% | +125+500.0% | Added |
| Selective Wealth Management, Inc. | 150 | $18.0K | 0.01% | +150 | New |
| Resolute Partners Group | 164 | $19.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 161 | $19.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 164 | $19.0K | 0.00% | +33+25.2% | Added |
| Eagle Bay Advisors LLC | 159 | $20.0K | 0.02% | +159 | New |
| Private Ocean, LLC | 180 | $21.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 181 | $21.0K | 0.02% | +1+0.6% | Added |
| Glassman Wealth Services | 176 | $21.0K | 0.00% | +88+100.0% | Added |
| West Paces Advisors Inc. | 182 | $21.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 190 | $22.0K | 0.00% | +3+1.6% | Added |
| Sentry Investment Management LLC | 195 | $23.0K | 0.01% | −2,964−93.8% | Reduced |
| SkyView Investment Advisors, LLC | 240 | $23.0K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 201 | $24.0K | 0.03% | +201 | New |
| Riggs Asset Managment Co. Inc. | 211 | $25.0K | 0.01% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 215 | $25.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 218 | $26.0K | 0.00% | −90−29.2% | Reduced |
| Concord Wealth Partners | 224 | $26.0K | 0.01% | −52−18.8% | Reduced |
| Vectors Research Management, LLC | 224 | $26.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 219 | $26.0K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 240 | $28.0K | 0.01% | −4,950−95.4% | Reduced |
| Old North State Trust, LLC | 238 | $28.0K | 0.02% | +50+26.6% | Added |
| Baldrige Asset Management LLC | 233 | $28.0K | 0.01% | +233 | New |
| Hantz Financial Services, Inc. | 246 | $29.0K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 245 | $29.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 247 | $29.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 250 | $29.6K | 0.03% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 250 | $30.0K | 0.00% | −4,414−94.6% | Reduced |