Skip to main content

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, Q4 2021

Institutional positions in Discover Financial Services as of Dec 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
983
+54 vs. Q3 2021
Shares held
243.7M
−6.64M (−2.7%) vs. Q3 2021
Total value
$28.2B
−$2.60B (−8.4%) vs. Q3 2021
New holders
143
330 more added
Sold out
89
320 more reduced

17 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 983 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 heldQ4 2021: $28.2B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q3 2021.

Institutions holding DFS in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc35,657,299$4.12B0.09%−545,543−1.5%Reduced
BlackRock Inc.20,610,036$2.38B0.06%+457,067+2.3%Added
Capital International Investors19,988,256$2.31B0.49%−1,027,227−4.9%Reduced
State Street Corp13,584,398$1.57B0.07%+275,094+2.1%Added
FMR LLC12,737,832$1.47B0.11%−2,485,781−16.3%Reduced
Capital World Investors9,512,342$1.10B0.17%−99,983−1.0%Reduced
Geode Capital Management, LLC6,364,472$734.3M0.09%+360,707+6.0%Added
Macquarie Group Ltd5,257,536$607.6M0.51%+67,677+1.3%Added
Boston Partners4,347,646$502.5M0.61%+501,073+13.0%Added
JPMorgan Chase & Co4,201,607$485.5M0.06%+40,127+1.0%Added
Northern Trust Corp3,483,170$402.5M0.07%+12,843+0.4%Added
Primecap Management Co3,477,659$401.9M0.28%−198,778−5.4%Reduced
Nuveen Asset Management, LLC3,293,548$380.6M0.11%−957,670−22.5%Reduced
Bank of New York Mellon Corp3,197,980$369.6M0.07%+455,152+16.6%Added
Norges Bank3,070,472$354.8M0.07%−165,225−5.1%Reduced
LSV Asset Management2,617,058$302.4M0.54%−96,890−3.6%Reduced
Rockefeller Capital Management L.P.2,467,659$285.2M1.33%+255,655+11.6%Added
Morgan Stanley2,374,259$274.4M0.03%−30,810−1.3%Reduced
Barclays PLC2,277,703$263.2M0.16%+295,393+14.9%Added
Bank of America Corp2,257,184$260.8M0.03%−2,468−0.1%Reduced
Ameriprise Financial Inc2,247,645$259.6M0.07%+1,221,075+118.9%Added
Ensign Peak Advisors, Inc2,127,279$245.8M0.47%+201,060+10.4%Added
Invesco Ltd.2,099,589$242.6M0.06%+639,624+43.8%Added
Legal & General Group Plc2,099,238$242.6M0.07%−84,276−3.9%Reduced
Dimensional Fund Advisors LP1,988,598$229.8M0.07%+106,304+5.6%Added
Principal Financial Group Inc1,975,773$228.4M0.14%−270,856−12.1%Reduced
Allspring Global Investments Holdings, LLC1,950,470$225.4M0.25%+1,950,470New
Goldman Sachs Group Inc1,880,088$217.3M0.05%−303,577−13.9%Reduced
Truist Financial Corp1,815,304$209.8M0.32%−51,816−2.8%Reduced
Charles Schwab Investment Management Inc1,589,834$183.7M0.05%+11,924+0.8%Added
Parametric Portfolio Associates LLC1,583,034$182.9M0.09%−64,369−3.9%Reduced
Deutsche Bank AG1,482,434$171.3M0.08%+146,495+11.0%Added
UBS Group AG1,481,660$171.2M0.07%−193,856−11.6%Reduced
Eaton Vance Management1,373,001$158.7M0.19%−24,196−1.7%Reduced
Massachusetts Financial Services Co1,299,737$150.2M0.04%+10,603+0.8%Added
UBS Asset Management Americas Inc1,251,705$144.6M0.06%+25,256+2.1%Added
Nordea Investment Management AB1,202,240$139.6M0.17%+53,050+4.6%Added
Schroder Investment Management Group1,141,556$131.9M0.18%+155,765+15.8%Added
Robeco Institutional Asset Management B.V.1,083,687$125.2M0.27%+153,816+16.5%Added
Envestnet Asset Management Inc971,936$112.3M0.06%+4,173+0.4%Added
Arrowstreet Capital, Limited Partnership970,847$112.2M0.14%−1,014,550−51.1%Reduced
Turtle Creek Asset Management Inc.938,275$108.4M3.59%+107,050+12.9%Added
Royal Bank of Canada863,767$99.8M0.02%+78,983+10.1%Added
Sumitomo Mitsui Trust Holdings, Inc.854,715$98.8M0.06%−420,421−33.0%Reduced
Panagora Asset Management Inc847,247$97.9M0.52%+230,305+37.3%Added
Acadian Asset Management LLC824,892$95.3M0.36%−289,898−26.0%Reduced
Parnassus Investments800,869$92.5M0.18%00.0%Unchanged
Manufacturers Life Insurance Company, The794,884$91.9M0.06%−90,942−10.3%Reduced
Millennium Management LLC784,342$90.6M0.10%+350,915+81.0%Added
Price T Rowe Associates Inc780,393$90.2M0.01%−21,408−2.7%Reduced
Capital Group Private Client Services, Inc.718,435$83.0M0.89%−9,297−1.3%Reduced
APG Asset Management N.V.803,481$81.6M0.14%−8,700−1.1%Reduced
Wells Fargo & Company679,269$78.5M0.02%−2,057,814−75.2%Reduced
Barrow Hanley Mewhinney & Strauss LLC662,268$76.5M0.24%−397,610−37.5%Reduced
Allianz Asset Management GmbH661,276$76.4M0.06%−564,048−46.0%Reduced
California Public Employees Retirement System634,145$73.3M0.05%−41,836−6.2%Reduced
Amundi560,800$72.6M0.05%+22,444+4.2%Added
Citadel Advisors LLC609,443$70.4M0.08%+171,394+39.1%Added
Voya Investment Management LLC579,664$67.0M0.13%−1,358,946−70.1%Reduced
California State Teachers Retirement System537,098$62.1M0.07%−4,474−0.8%Reduced
National Pension Service522,233$60.3M0.11%−12,212−2.3%Reduced
Rhumbline Advisers507,168$58.6M0.07%−2,665−0.5%Reduced
Bank of Montreal502,696$58.5M0.03%−536,391−51.6%Reduced
New York State Common Retirement Fund500,308$57.8M0.06%+8,174+1.7%Added
Credit Suisse AG482,282$55.7M0.04%−78,829−14.0%Reduced
Avalon Investment & Advisory476,314$55.0M1.36%−51,047−9.7%Reduced
Prudential Financial Inc463,619$53.2M0.07%−79,287−14.6%Reduced
HSBC Holdings PLC440,758$51.0M0.05%−64,472−12.8%Reduced
Eminence Capital, LP438,802$50.7M0.66%+438,802New
Raymond James & Associates407,865$47.1M0.04%−8,298−2.0%Reduced
Thrivent Financial for Lutherans405,386$46.8M0.09%+10,189+2.6%Added
State Board of Administration of Florida Retirement System387,911$44.8M0.08%+843+0.2%Added
Bruni J V & Co387,300$44.8M5.52%−1,535−0.4%Reduced
Alliancebernstein L.P.382,966$44.3M0.02%−30,002−7.3%Reduced
Vaughan David Investments LLC373,980$43.2M1.26%−8,184−2.1%Reduced
New York State Teachers Retirement System373,532$43.2M0.08%−1000.0%Reduced
KBC Group NV373,111$43.1M0.14%+287,176+334.2%Added
M&G Investment Management Ltd338,441$39.3M0.28%+50,478+17.5%Added
First Trust Advisors LP339,161$39.2M0.04%+62,802+22.7%Added
Waters Parkerson & Co., LLC338,644$39.1M2.07%+5,509+1.7%Added
Victory Capital Management Inc323,803$37.4M0.03%−258,141−44.4%Reduced
Smith Chas P & Associates Pa Cpas318,175$36.8M2.51%−710−0.2%Reduced
Rathbone Brothers plc315,707$36.5M0.35%+19,787+6.7%Added
Stieven Capital Advisors, L.P.311,000$35.9M4.32%−800−0.3%Reduced
Russell Investments Group, Ltd.308,736$35.7M0.06%−16,423−5.1%Reduced
Roosevelt Investment Group LLC301,919$34.9M1.93%+2,792+0.9%Added
Citigroup Inc297,710$34.4M0.03%−45,128−13.2%Reduced
Great West Life Assurance Co296,536$34.2M0.07%−2,706−0.9%Reduced
Janus Henderson Group PLC286,528$33.1M0.01%−258,894−47.5%Reduced
Associated Banc-Corp280,652$32.4M1.19%+259+0.1%Added
Wedge Capital Management L L P279,541$32.3M0.40%+19,286+7.4%Added
Burney Co277,424$32.1M1.38%−6,881−2.4%Reduced
Jupiter Asset Management Ltd275,241$31.9M0.35%+154,066+127.1%Added
ETF Managers Group, LLC267,162$30.9M0.61%−30,841−10.3%Reduced
Korea Investment CORP264,000$30.5M0.08%+121,600+85.4%Added
Calamos Advisors LLC262,549$30.3M0.12%+54,746+26.3%Added
The PNC Financial Services Group, Inc.261,373$30.2M0.02%−3,495−1.3%Reduced
Deroy & Devereaux Private Investment Counsel Inc257,053$29.7M2.19%−7,325−2.8%Reduced
Voloridge Investment Management, LLC256,598$29.7M0.16%+241,881+1,643.5%Added
Balyasny Asset Management LLC254,752$29.4M0.13%+254,752New