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 |
|---|---|---|---|---|---|
| BDO Wealth Advisors, LLC | 395 | $47.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 400 | $47.0K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 400 | $47.0K | 0.01% | +400 | New |
| Modus Advisors, LLC | 401 | $47.0K | 0.02% | +401 | New |
| Semmax Financial Advisors Inc. | 392 | $46.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 383 | $45.0K | 0.00% | +143+59.6% | Added |
| Asset Dedication, LLC | 408 | $45.0K | 0.01% | +408 | New |
| Key Financial Inc | 343 | $43.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 356 | $42.0K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 355 | $42.0K | 0.00% | +241+211.4% | Added |
| Harbor Investment Advisory, LLC | 346 | $41.0K | 0.01% | +32+10.2% | Added |
| Clearstead Advisors, LLC | 313 | $37.0K | 0.00% | +71+29.3% | Added |
| Thompson Siegel & Walmsley LLC | 306 | $36.0K | 0.00% | −10−3.2% | Reduced |
| Cranbrook Wealth Management, LLC | 305 | $36.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 292 | $35.0K | 0.01% | −49−14.4% | Reduced |
| Lindbrook Capital, LLC | 296 | $35.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 300 | $35.0K | 0.02% | +38+14.5% | Added |
| CVA Family Office, LLC | 295 | $35.0K | 0.01% | +40+15.7% | Added |
| Liberty Wealth Management LLC | 299 | $35.0K | 0.01% | +18+6.4% | Added |
| Strategic Blueprint, LLC | 299 | $35.0K | 0.01% | +299 | New |
| Tarbox Family Office, Inc. | 276 | $33.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 278 | $33.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 270 | $32.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 268 | $32.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 262 | $31.0K | 0.00% | +5+1.9% | Added |
| Krane Funds Advisors LLC | 250 | $30.0K | 0.00% | −4,414−94.6% | Reduced |
| Fortis Advisors, LLC | 250 | $30.0K | 0.02% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 257 | $30.0K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 250 | $29.6K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| First Horizon Corp | 190 | $22.0K | 0.00% | +3+1.6% | Added |
| West Paces Advisors Inc. | 182 | $21.5K | 0.01% | 00.0% | Unchanged |
| 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 |
| Eagle Bay Advisors LLC | 159 | $20.0K | 0.02% | +159 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| DB Wealth Management Group, LLC | 108 | $13.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Ellevest, Inc. | 69 | $8.00K | 0.00% | −821−92.2% | Reduced |
| Focused Wealth Management, Inc | 71 | $8.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 56 | $6.62K | 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 |
| Estabrook Capital Management | 50 | $5.92K | 0.00% | 00.0% | Unchanged |