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 |
|---|---|---|---|---|---|
| Welch & Forbes LLC | 2,417 | $279.0K | 0.00% | −318−11.6% | Reduced |
| SkyView Investment Advisors, LLC | 5,596 | $280.0K | 0.06% | +622+12.5% | Added |
| Barings LLC | 2,420 | $280.0K | 0.01% | −439−15.4% | Reduced |
| KCM Investment Advisors LLC | 2,423 | $280.0K | 0.01% | +2,423 | New |
| Founders Financial Alliance, LLC | 2,469 | $285.0K | 0.11% | +39+1.6% | Added |
| Gofen & Glossberg LLC | 2,486 | $287.0K | 0.01% | −210−7.8% | Reduced |
| Deseret Mutual Benefit Administrators | 2,497 | $289.0K | 0.05% | −150−5.7% | Reduced |
| HYA Advisors, Inc | 2,502 | $289.0K | 0.10% | +5+0.2% | Added |
| Peachtree Investment Partners, LLC | 2,500 | $289.0K | 0.12% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,497 | $289.0K | 0.07% | +2,156+632.3% | Added |
| Ameritas Advisory Services, LLC | 2,522 | $291.0K | 0.01% | +2,522 | New |
| DCM Advisors, LLC | 2,537 | $293.0K | 0.09% | −10,863−81.1% | Reduced |
| Systematic Alpha Investments, LLC | 2,547 | $294.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 2,559 | $296.0K | 0.02% | −12−0.5% | Reduced |
| Wealthspire Advisors, LLC | 2,583 | $299.0K | 0.01% | −924−26.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,299 | $299.0K | 0.01% | +815+32.8% | Added |
| Mather Group, LLC. | 2,586 | $299.0K | 0.01% | +2,586 | New |
| Grandfield & Dodd, LLC | 2,582 | $300.0K | 0.02% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 2,600 | $300.0K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 2,612 | $302.0K | 0.03% | −630−19.4% | Reduced |
| Metis Global Partners, LLC | 2,613 | $302.0K | 0.08% | +2,613 | New |
| Institute for Wealth Management, LLC. | 2,631 | $304.0K | 0.05% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,644 | $306.0K | 0.03% | +66+2.6% | Added |
| Assetmark, Inc | 2,669 | $308.0K | 0.00% | +2,016+308.7% | Added |
| Western Wealth Management, LLC | 2,705 | $311.0K | 0.03% | +2,705 | New |
| Garrison Point Advisors, LLC | 2,701 | $312.0K | 0.21% | 00.0% | Unchanged |
| First Bank & Trust | 2,695 | $312.0K | 0.13% | +45+1.7% | Added |
| Brewin Dolphin Ltd | 2,702 | $312.0K | 0.01% | +1,070+65.6% | Added |
| TriaGen Wealth Management LLC | 2,722 | $315.0K | 0.16% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,742 | $317.0K | 0.01% | 00.0% | Unchanged |
| Meyer Handelman Co | 2,760 | $319.0K | 0.01% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 2,775 | $321.0K | 0.03% | 00.0% | Unchanged |
| People's United Financial, Inc. | 2,797 | $323.0K | 0.01% | −688−19.7% | Reduced |
| Fieldpoint Private Securities, LLC | 2,805 | $324.0K | 0.06% | +1,027+57.8% | Added |
| Loomis Sayles & Co L P | 2,815 | $325.0K | 0.00% | +2,815 | New |
| Mayflower Financial Advisors, LLC | 2,822 | $326.0K | 0.04% | +110+4.1% | Added |
| Sustainable Insight Capital Management, LLC | 2,843 | $329.0K | 0.18% | +39+1.4% | Added |
| Convergence Investment Partners, LLC | 2,850 | $329.0K | 0.17% | +147+5.4% | Added |
| MBB Public Markets I LLC | 2,844 | $329.0K | 0.01% | +2,844 | New |
| Waldron Private Wealth LLC | 2,858 | $330.0K | 0.02% | +3+0.1% | Added |
| Geneos Wealth Management Inc. | 2,865 | $331.0K | 0.01% | −57−2.0% | Reduced |
| Court Place Advisors, LLC | 2,865 | $331.0K | 0.09% | +10.0% | Added |
| Intercontinental Wealth Advisors, LLC | 2,896 | $335.0K | 0.07% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 2,905 | $336.0K | 0.40% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 2,937 | $336.0K | 0.12% | +30+1.0% | Added |
| Graham Capital Management, L.P. | 2,922 | $337.0K | 0.02% | +2,922 | New |
| Affinity Investment Advisors, LLC | 2,965 | $343.0K | 0.14% | +2,965 | New |
| Sunflower Bank, N.A. | 2,976 | $344.0K | 0.05% | −172−5.5% | Reduced |
| CFM Wealth Partners LLC | 2,896 | $344.0K | 0.08% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,978 | $344.0K | 0.06% | +1,132+61.3% | Added |
| Trust Asset Management LLC | 2,987 | $345.0K | 0.04% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 2,993 | $346.0K | 0.09% | 00.0% | Unchanged |
| Summit Financial, LLC | 3,000 | $346.7K | 0.03% | +818+37.5% | Added |
| Arbor Investment Advisors, LLC | 3,001 | $347.0K | 0.06% | −28−0.9% | Reduced |
| SevenBridge Financial Group, LLC | 3,048 | $352.0K | 0.11% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,098 | $359.0K | 0.02% | −72−2.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,111 | $360.0K | 0.04% | −666−17.6% | Reduced |
| Chicago Wealth Management, Inc. | 3,123 | $361.0K | 0.24% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 3,123 | $361.0K | 0.01% | +1,005+47.5% | Added |
| Patron Partners Advisors, LLC | 3,141 | $363.0K | 0.24% | +967+44.5% | Added |
| Vantage Consulting Group Inc | 3,148 | $364.0K | 0.10% | +300+10.5% | Added |
| Syntax Advisors, LLC | 3,148 | $364.0K | 0.27% | +3,148 | New |
| Markston International LLC | 3,183 | $368.0K | 0.37% | −9−0.3% | Reduced |
| Toroso Investments, LLC | 3,201 | $370.0K | 0.01% | −878−21.5% | Reduced |
| HCR Wealth Advisors | 3,221 | $372.0K | 0.06% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,216 | $372.0K | 0.01% | +257+8.7% | Added |
| Silvercrest Asset Management Group LLC | 3,240 | $374.0K | 0.00% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 3,200 | $374.0K | 0.29% | +3,200 | New |
| Sequoia Financial Advisors, LLC | 3,268 | $378.0K | 0.01% | +3,268 | New |
| Pflug Koory, LLC | 3,285 | $380.0K | 0.19% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,306 | $382.0K | 0.02% | −191−5.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,381 | $391.0K | 0.03% | +240+7.6% | Added |
| Pennsylvania Capital Management Inc | 3,416 | $395.0K | 0.14% | 00.0% | Unchanged |
| David Loasby | 3,424 | $396.0K | 0.05% | +1,251+57.6% | Added |
| Corient Capital Partners, LLC | 3,483 | $402.0K | 0.03% | −1,902−35.3% | Reduced |
| YHB Investment Advisors, Inc. | 3,500 | $404.0K | 0.03% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 3,520 | $407.0K | 0.17% | 00.0% | Unchanged |
| Conning Inc. | 3,534 | $408.0K | 0.01% | +365+11.5% | Added |
| Laffer Tengler Investments | 3,543 | $409.4K | 0.12% | +322+10.0% | Added |
| Pitcairn Co | 3,559 | $411.0K | 0.03% | −38−1.1% | Reduced |
| Boston Private Wealth LLC | 3,574 | $413.0K | 0.01% | −523−12.8% | Reduced |
| Wealth Alliance | 3,582 | $414.0K | 0.08% | −59−1.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,600 | $416.0K | 0.03% | +120+3.4% | Added |
| Hilltop Holdings Inc. | 3,613 | $417.0K | 0.04% | +554+18.1% | Added |
| Wealth Management Associates, Inc. | 3,630 | $419.5K | 0.23% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,641 | $421.0K | 0.03% | +1,729+90.4% | Added |
| Transform Wealth, LLC | 3,648 | $422.0K | 0.04% | −495−11.9% | Reduced |
| Clarius Group, LLC | 3,653 | $422.0K | 0.03% | +206+6.0% | Added |
| Hancock Whitney Investment Services Inc. | 3,676 | $425.0K | 0.07% | +3,676 | New |
| Huntington National Bank | 3,714 | $429.0K | 0.00% | −212−5.4% | Reduced |
| Central Bank & Trust Co | 3,722 | $430.0K | 0.07% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,735 | $432.0K | 0.02% | −4,289−53.5% | Reduced |
| Eqis Capital Management, Inc. | 3,759 | $434.0K | 0.03% | −156−4.0% | Reduced |
| Greenleaf Trust | 3,755 | $434.0K | 0.01% | +78+2.1% | Added |
| Wealthsource Partners, LLC | 3,781 | $437.0K | 0.04% | −1,023−21.3% | Reduced |
| Sciencast Management LP | 3,593 | $438.0K | 0.08% | −15,672−81.3% | Reduced |
| Silverlake Wealth Management LLC | 3,816 | $441.0K | 0.24% | +3,816 | New |
| Slow Capital, Inc. | 3,818 | $441.0K | 0.08% | −603−13.6% | Reduced |
| Central Trust Co | 3,840 | $443.0K | 0.01% | −161−4.0% | Reduced |
| Apollon Wealth Management, LLC | 3,865 | $447.0K | 0.04% | +1,203+45.2% | Added |