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, Q1 2022
Institutional positions in Discover Financial Services as of Mar 31, 2022. 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
- 953
- −18 vs. Q4 2021
- Shares held
- 236.5M
- −7.03M (−2.9%) vs. Q4 2021
- Total value
- $26.1B
- −$2.08B (−7.4%) vs. Q4 2021
- New holders
- 91
- 310 more added
- Sold out
- 109
- 363 more reduced
12 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SkyView Investment Advisors, LLC | 3 | $0 | 0.00% | −5,593−99.9% | Reduced |
| JJJ Advisors Inc. | 4 | $0 | 0.00% | −54−93.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4 | $0 | 0.00% | +4 | New |
| CFS Investment Advisory Services, LLC | 14,986 | $0 | 0.00% | +14,986 | New |
| WestEnd Advisors, LLC | – | $330 | 0.00% | – | – |
| Surevest, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Raleigh Capital Management Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Heritage Wealth Advisors | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 14 | $2.00K | 0.00% | +14 | New |
| Rockbridge Investment Management, LCC | 19 | $2.09K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 31 | $3.00K | 0.00% | −26−45.6% | Reduced |
| Arcadia Investment Management Corp | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 30 | $3.00K | 0.00% | +5+20.0% | Added |
| Crewe Advisors LLC | 25 | $3.00K | 0.00% | +25 | New |
| Karlinski Andrew C | 30 | $3.00K | 0.01% | +30 | New |
| Cambridge Trust Co | 32 | $4.00K | 0.00% | −196−86.0% | Reduced |
| Clean Yield Group | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 37 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 34 | $4.00K | 0.00% | +12+54.5% | Added |
| Disciplined Investments, LLC | 32 | $4.00K | 0.00% | +32 | New |
| Kelly Financial Services LLC | 38 | $4.19K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 39 | $5.00K | 0.00% | +39 | New |
| Estabrook Capital Management | 50 | $5.51K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $5.51K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 51 | $6.00K | 0.00% | +9+21.4% | Added |
| SJS Investment Consulting Inc. | 49 | $6.00K | 0.00% | +5+11.4% | Added |
| Sageworth Trust Co | 63 | $7.00K | 0.00% | −387−86.0% | Reduced |
| Exchange Traded Concepts, LLC | 63 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 61 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 62 | $7.00K | 0.00% | +28+82.4% | Added |
| GW&K Investment Management, LLC | 60 | $7.00K | 0.00% | +60 | New |
| Atticus Wealth Management, LLC | 66 | $7.00K | 0.00% | +66 | New |
| Cordant, Inc. | 63 | $7.00K | 0.00% | +63 | New |
| GoalVest Advisory LLC | 62 | $7.00K | 0.00% | +62 | New |
| Baystate Wealth Management LLC | 76 | $8.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 72 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 73 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 75 | $8.26K | 0.00% | −24−24.2% | Reduced |
| Ogorek Anthony Joseph | 90 | $9.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 80 | $9.00K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 91 | $10.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 88 | $10.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 89 | $10.0K | 0.00% | +1+1.1% | Added |
| MV Capital Management, Inc. | 95 | $10.0K | 0.00% | +8+9.2% | Added |
| IndexIQ Advisors LLC | 91 | $10.0K | 0.00% | +91 | New |
| Northern Oak Wealth Management Inc | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 104 | $11.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 111 | $12.0K | 0.00% | −100−47.4% | Reduced |
| Peoples Financial Services Corp. | 109 | $12.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 110 | $12.0K | 0.01% | +1+0.9% | Added |
| Beaird Harris Wealth Management, LLC | 106 | $12.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 106 | $12.0K | 0.00% | +31+41.3% | Added |
| Clear Street Markets LLC | 118 | $13.0K | 0.00% | −6,313−98.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 118 | $13.0K | 0.00% | −1,164−90.8% | Reduced |
| Arlington Partners LLC | 117 | $13.0K | 0.00% | −30−20.4% | Reduced |
| Addison Advisors LLC | 122 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 124 | $13.7K | 0.01% | +124 | New |
| Earnest Partners LLC | 131 | $14.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 129 | $14.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 128 | $14.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 118 | $14.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 123 | $14.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 125 | $14.0K | 0.01% | +125 | New |
| NVWM, LLC | 139 | $15.0K | 0.00% | −139−50.0% | Reduced |
| Column Capital Advisors, LLC | 137 | $15.0K | 0.00% | −6−4.2% | Reduced |
| Washington Trust Advisors, Inc. | 140 | $15.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 139 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 135 | $15.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 139 | $15.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 158 | $17.0K | 0.00% | −337−68.1% | Reduced |
| Creative Financial Designs Inc | 152 | $17.0K | 0.00% | −16−9.5% | Reduced |
| Vigilant Capital Management, LLC | 152 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 152 | $17.0K | 0.01% | +5+3.4% | Added |
| Riverview Trust Co | 156 | $17.0K | 0.01% | +156 | New |
| Private Ocean, LLC | 180 | $20.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 183 | $20.0K | 0.03% | +1+0.5% | Added |
| Charter Oak Capital Management, LLC | 183 | $20.0K | 0.00% | +33+22.0% | Added |
| West Paces Advisors Inc. | 182 | $20.1K | 0.01% | 00.0% | Unchanged |
| West Bancorporation Inc | 191 | $21.0K | 0.01% | −170−47.1% | Reduced |