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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| West Paces Advisors Inc. | 182 | $21.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $23.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $23.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 201 | $23.0K | 0.02% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 195 | $23.0K | 0.01% | +195 | New |
| Concord Wealth Partners | 200 | $23.0K | 0.01% | +200 | New |
| Riggs Asset Managment Co. Inc. | 211 | $24.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 211 | $24.0K | 0.00% | +5+2.4% | Added |
| Crescent Capital Consulting, LLC | 200 | $24.0K | 0.00% | +100+100.0% | Added |
| Cassady Schiller Wealth Management, LLC | 208 | $24.0K | 0.01% | +208 | New |
| Brown Brothers Harriman & Co | 218 | $25.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 219 | $25.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 226 | $26.0K | 0.00% | −424−65.2% | Reduced |
| Cambridge Trust Co | 228 | $26.0K | 0.00% | +228 | New |
| Key Financial Inc | 234 | $27.0K | 0.01% | −59−20.1% | Reduced |
| Farmers & Merchants Investments Inc | 236 | $27.0K | 0.00% | +75+46.6% | Added |
| Tilia Fiduciary Partners, Inc. | 235 | $27.0K | 0.02% | +235 | New |
| Tyler-Stone Wealth Management | 230 | $27.0K | 0.01% | +230 | New |
| Old North State Trust, LLC | 238 | $28.0K | 0.02% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 250 | $28.9K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 250 | $29.0K | 0.01% | −7−2.7% | Reduced |
| Gemmer Asset Management LLC | 257 | $30.0K | 0.00% | −5−1.9% | Reduced |
| GeoWealth Management, LLC | 262 | $30.0K | 0.00% | +79+43.2% | Added |
| Signet Financial Management, LLC | 261 | $30.0K | 0.00% | +261 | New |
| Whittier Trust Co of Nevada Inc | 268 | $31.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 276 | $32.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 278 | $32.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 281 | $32.0K | 0.00% | +39+16.1% | Added |
| Hantz Financial Services, Inc. | 284 | $33.0K | 0.00% | +7+2.5% | Added |
| City Holding Co | 270 | $33.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 293 | $34.0K | 0.01% | −19−6.1% | Reduced |
| Vectors Research Management, LLC | 293 | $34.0K | 0.01% | +69+30.8% | Added |
| CVA Family Office, LLC | 290 | $34.0K | 0.01% | +290 | New |
| AllSquare Wealth Management LLC | 301 | $35.0K | 0.02% | −55−15.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 306 | $35.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 305 | $35.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 300 | $35.0K | 0.02% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 311 | $35.0K | 0.03% | +311 | New |
| Lloyd Advisory Services, LLC. | 322 | $37.0K | 0.02% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 325 | $37.0K | 0.01% | +325 | New |
| Benjamin Edwards Inc | 341 | $39.0K | 0.01% | +104+43.9% | Added |
| Richwood Investment Advisors, LLC | 348 | $40.0K | 0.03% | +348 | New |
| West Bancorporation Inc | 361 | $42.0K | 0.03% | +361 | New |
| Harel Insurance Investments & Financial Services Ltd. | 360 | $42.0K | 0.00% | +360 | New |
| Asset Dedication, LLC | 407 | $44.0K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 392 | $45.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 392 | $45.0K | 0.01% | +46+13.3% | Added |
| BDO Wealth Advisors, LLC | 395 | $46.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 400 | $46.0K | 0.03% | 00.0% | Unchanged |
| AIA Group Ltd | 399 | $46.0K | 0.00% | +399 | New |
| Stephens Consulting, LLC | 402 | $46.5K | 0.04% | +402 | New |
| Perkins Coie Trust Co | 405 | $47.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 434 | $50.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 436 | $50.0K | 0.03% | +436 | New |
| Adirondack Trust Co | 440 | $51.0K | 0.02% | 00.0% | Unchanged |
| Sageworth Trust Co | 450 | $52.0K | 0.00% | −1,502−76.9% | Reduced |
| First Command Financial Services, Inc. | 445 | $52.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 463 | $53.5K | 0.05% | +463 | New |
| Versant Capital Management, Inc | 478 | $55.0K | 0.02% | 00.0% | Unchanged |
| First Command Bank | 445 | $55.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 479 | $55.0K | 0.01% | +479 | New |
| Resources Management Corp | 495 | $57.0K | 0.01% | −34−6.4% | Reduced |
| Optimum Investment Advisors | 500 | $58.0K | 0.02% | 00.0% | Unchanged |
| First National Bank of South Miami | 500 | $58.0K | 0.04% | 00.0% | Unchanged |
| First PREMIER Bank | 528 | $61.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 526 | $61.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 530 | $61.0K | 0.09% | +530 | New |
| Carolinas Wealth Consulting LLC | 549 | $63.0K | 0.01% | +4+0.7% | Added |
| First Manhattan Co | 558 | $64.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 581 | $67.0K | 0.01% | +7+1.2% | Added |
| Koshinski Asset Management, Inc. | 588 | $67.9K | 0.01% | +88+17.6% | Added |
| Norwood Financial Corp | 585 | $68.0K | 0.09% | +585 | New |
| Independence Bank of Kentucky | 600 | $69.0K | 0.03% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 600 | $69.0K | 0.03% | +300+100.0% | Added |
| Cornerstone Advisory, LLC | 600 | $69.0K | 0.01% | +600 | New |
| Reilly Financial Advisors, LLC | 606 | $70.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 652 | $75.0K | 0.00% | −987−60.2% | Reduced |
| Lenox Wealth Advisors, LLC | 657 | $76.0K | 0.01% | +23+3.6% | Added |
| FinTrust Capital Advisors, LLC | 678 | $78.0K | 0.02% | −2,000−74.7% | Reduced |
| Zions Bancorporation, N.A. | 673 | $78.0K | 0.01% | +32+5.0% | Added |
| Bay Harbor Wealth Management, LLC | 659 | $78.0K | 0.03% | +28+4.4% | Added |
| Global Financial Private Client, LLC | 700 | $80.9K | 0.04% | 00.0% | Unchanged |
| Costello Asset Management, INC | 700 | $81.0K | 0.05% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 733 | $85.0K | 0.02% | +733 | New |
| JFS Wealth Advisors, LLC | 794 | $92.0K | 0.01% | −93−10.5% | Reduced |
| JBF Capital, Inc. | 800 | $92.0K | 0.02% | +800 | New |
| Massmutual Trust Co FSB | 829 | $96.0K | 0.00% | −73−8.1% | Reduced |
| Johnson Financial Group, Inc. | 845 | $98.0K | 0.01% | −149−15.0% | Reduced |
| McIlrath & Eck, LLC | 870 | $101.0K | 0.03% | +154+21.5% | Added |
| Interactive Financial Advisors | 900 | $104.0K | 0.04% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 990 | $114.0K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 993 | $114.0K | 0.01% | +993 | New |
| Horizon Financial Services, LLC | 990 | $114.4K | 0.07% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,025 | $118.0K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,029 | $119.0K | 0.00% | −76,474−98.7% | Reduced |
| Prestige Wealth Management Group LLC | 1,048 | $121.0K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,075 | $124.0K | 0.02% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 1,084 | $125.0K | 0.14% | −1,090−50.1% | Reduced |
| Caldwell Trust Co | 1,120 | $129.4K | 0.01% | +24+2.2% | Added |
| State of Wyoming | 1,127 | $130.0K | 0.06% | −442−28.2% | Reduced |