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, 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.

Institutional holdersQ1 2022: 953 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 heldQ1 2022: $26.1B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q4 2021.

Institutions holding DFS in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Sheaff Brock Investment Advisors, LLC65,778$7.25M0.65%+303+0.5%Added
Salem Investment Counselors Inc64,793$7.14M0.28%+2,748+4.4%Added
Gyroscope Capital Management Group, LLC63,835$7.03M2.42%+4,868+8.3%Added
Amica Mutual Insurance Co63,078$6.95M0.82%−22,962−26.7%Reduced
NN Investment Partners Holdings N.V.62,936$6.93M0.04%−17,760−22.0%Reduced
Canada Pension Plan Investment Board62,400$6.88M0.01%00.0%Unchanged
Diamond Hill Capital Management Inc61,905$6.82M0.03%−1,039−1.7%Reduced
DnB Asset Management AS60,616$6.68M0.04%+3,479+6.1%Added
Taylor Wealth Management Partners60,027$6.61M2.68%−712−1.2%Reduced
Blair William & Co59,913$6.60M0.02%−3,783−5.9%Reduced
Pacer Advisors, Inc.59,741$6.58M0.05%+13,927+30.4%Added
AQR Capital Management LLC59,145$6.52M0.01%−15,865−21.2%Reduced
Kingdon Capital Management, L.L.C.56,965$6.28M1.07%+56,965New
Davenport & Co LLC56,954$6.28M0.04%+3,533+6.6%Added
Cambridge Financial Group, Inc.56,770$6.26M2.81%−2,275−3.9%Reduced
Segall Bryant & Hamill, LLC55,790$6.15M0.06%−458−0.8%Reduced
American Century Companies Inc55,635$6.13M0.00%+9,269+20.0%Added
Mutual of America Capital Management LLC55,566$6.12M0.07%−5,185−8.5%Reduced
Capital International Sarl54,612$6.02M0.30%−3,242−5.6%Reduced
Tower Research Capital LLC (TRC)53,717$5.92M0.06%+26,859+100.0%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main52,714$5.81M0.01%−11,097−17.4%Reduced
Hancock Whitney Corp52,457$5.78M0.20%−8,956−14.6%Reduced
Winmill & Co. Inc52,300$5.76M1.75%00.0%Unchanged
Neuberger Berman Group LLC52,120$5.75M0.00%+1,856+3.7%Added
Bridgewater Associates, LP52,167$5.75M0.02%+52,167New
Man Group plc51,707$5.70M0.02%+2,435+4.9%Added
Oppenheimer & Co Inc51,662$5.69M0.10%+37,993+278.0%Added
Utah Retirement Systems51,335$5.66M0.08%−1,900−3.6%Reduced
Mirae Asset Global Investments Co., Ltd.50,356$5.55M0.01%+13,931+38.2%Added
Thompson Investment Management, Inc.48,314$5.32M0.78%−159−0.3%Reduced
US Bancorp48,306$5.32M0.01%−837−1.7%Reduced
Gillson Capital LP47,236$5.21M0.42%+47,236New
Martin & Co Inc47,183$5.20M1.33%−3,966−7.8%Reduced
Alley Investment Management Company, LLC46,896$5.17M0.85%+46,896New
Janney Montgomery Scott LLC46,701$5.15M0.02%−743−1.6%Reduced
American Money Management, LLC46,433$5.12M1.36%−1,040−2.2%Reduced
Private Advisor Group, LLC45,967$5.07M0.04%+156+0.3%Added
ING Groep NV45,693$5.04M0.05%+7,441+19.5%Added
IFM Investors Pty Ltd45,684$5.03M0.08%+5,017+12.3%Added
Jupiter Asset Management Ltd45,677$5.03M0.06%−229,564−83.4%Reduced
Westpac Banking Corp45,621$5.03M0.06%−3,621−7.4%Reduced
British Columbia Investment Management Corp45,256$4.99M0.03%−7,452−14.1%Reduced
Barrow Hanley Mewhinney & Strauss LLC45,201$4.98M0.02%−617,067−93.2%Reduced
Stolper Co44,777$4.93M2.09%+305+0.7%Added
State of Alaska, Department of Revenue43,950$4.84M0.05%−2,220−4.8%Reduced
B. Metzler seel. Sohn & Co. AG43,746$4.82M0.06%−1,207−2.7%Reduced
Gulf International Bank (UK) Ltd43,397$4.78M0.07%−11,230−20.6%Reduced
North Star Asset Management Inc43,074$4.75M0.26%−3,423−7.4%Reduced
Duncker Streett & Co Inc43,065$4.75M0.94%+3,124+7.8%Added
Candriam Luxembourg S.C.A.42,837$4.72M0.03%−625−1.4%Reduced
Lazard Asset Management LLC42,640$4.70M0.01%+16,686+64.3%Added
Unison Advisors LLC42,450$4.68M1.13%+181+0.4%Added
Smith, Graham & Co., Investment Advisors, LP41,736$4.60M0.48%+1,413+3.5%Added
Hartford Investment Management Co41,480$4.57M0.12%−2,558−5.8%Reduced
Capital International Inc41,337$4.55M0.05%+544+1.3%Added
Mackay Shields LLC41,303$4.55M0.04%−2,377−5.4%Reduced
SeaTown Holdings Pte. Ltd.41,000$4.52M0.34%−63,000−60.6%Reduced
Cambria Investment Management, L.P.40,662$4.48M0.57%+13,554+50.0%Added
Public Sector Pension Investment Board40,410$4.45M0.03%−8,490−17.4%Reduced
Illinois Municipal Retirement Fund40,004$4.41M0.13%−12,812−24.3%Reduced
Baker Ellis Asset Management LLC39,568$4.36M0.78%+7,642+23.9%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys38,535$4.25M0.04%+1,749+4.8%Added
Wesbanco Bank Inc38,081$4.20M0.16%−600−1.6%Reduced
Mackenzie Financial Corp37,896$4.18M0.01%+2,211+6.2%Added
Texas Permanent School Fund37,356$4.12M0.06%−3,067−7.6%Reduced
Robertson Stephens Wealth Management, LLC37,078$4.08M0.35%+367+1.0%Added
Public Employees Retirement Association of Colorado37,005$4.08M0.02%−4,771−11.4%Reduced
Pinnacle Associates Ltd36,815$4.06M0.07%−100−0.3%Reduced
Mariner, LLC36,471$4.02M0.02%+6,870+23.2%Added
Peapack Gladstone Financial Corp36,085$3.98M0.08%+1,165+3.3%Added
Leuthold Group, LLC36,008$3.97M0.51%−121−0.3%Reduced
BerganKDV Wealth Management, LLC35,943$3.96M0.42%+2,313+6.9%Added
CIBC Private Wealth Group, LLC35,593$3.92M0.01%−988−2.7%Reduced
Xponance, Inc.35,529$3.92M0.07%+87+0.2%Added
Cambridge Investment Research Advisors, Inc.34,560$3.81M0.02%+8,042+30.3%Added
Cerity Partners LLC34,299$3.78M0.06%−10,159−22.9%Reduced
Lynch & Associates34,216$3.77M0.91%−128−0.4%Reduced
Putnam Investments LLC34,091$3.76M0.01%+14,935+78.0%Added
Colony Group LLC34,040$3.75M0.06%+28+0.1%Added
Wisconsin Capital Management LLC33,695$3.71M1.79%−21,480−38.9%Reduced
Factorial Partners, LLC33,600$3.70M2.54%00.0%Unchanged
Virginia Retirement Systems Et Al33,200$3.66M0.03%+33,200New
Nissay Asset Management Corp33,049$3.64M0.03%+60+0.2%Added
Oppenheimer Asset Management Inc.32,771$3.61M0.05%+2,206+7.2%Added
Achmea Investment Management B.V.32,243$3.55M0.09%−1,087−3.3%Reduced
Park Avenue Securities LLC31,956$3.52M0.06%+2,303+7.8%Added
Brinker Capital Investments, LLC31,574$3.48M0.05%−2,502−7.3%Reduced
First Republic Investment Management, Inc.31,150$3.43M0.01%−8,714−21.9%Reduced
Mount Lucas Management LP31,026$3.42M1.00%−3,792−10.9%Reduced
AlphaCrest Capital Management LLC30,937$3.41M0.19%+7,703+33.2%Added
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH30,290$3.38M0.24%+30,290New
Bank of Nova Scotia30,565$3.37M0.01%−16,034−34.4%Reduced
Callahan Advisors, LLC30,225$3.33M0.38%00.0%Unchanged
Regentatlantic Capital LLC29,886$3.29M0.09%+682+2.3%Added
Ameritas Investment Partners, Inc.29,556$3.26M0.12%−169−0.6%Reduced
CIBC Asset Management Inc28,850$3.18M0.01%+157+0.5%Added
Mirabella Financial Services LLP27,988$3.17M0.36%+27,988New
Federated Hermes, Inc.28,702$3.16M0.01%−30,427−51.5%Reduced
Heritage Investors Management Corp28,561$3.15M0.13%−100−0.3%Reduced
Choate Investment Advisors28,371$3.13M0.17%+28,371New