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 |
|---|---|---|---|---|---|
| Pettee Investors, Inc. | 3,520 | $388.0K | 0.17% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 3,502 | $385.0K | 0.26% | +361+11.5% | Added |
| Argent Capital Management LLC | 3,481 | $384.0K | 0.01% | −163,179−97.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,479 | $383.0K | 0.03% | +98+2.9% | Added |
| Gladstone Institutional Advisory LLC | 3,467 | $382.0K | 0.03% | −685−16.5% | Reduced |
| David Loasby | 3,426 | $382.0K | 0.05% | +2+0.1% | Added |
| Pitcairn Co | 3,459 | $381.0K | 0.03% | −100−2.8% | Reduced |
| M Holdings Securities, Inc. | 3,459 | $381.0K | 0.03% | +3,459 | New |
| Transform Wealth, LLC | 3,437 | $379.0K | 0.04% | −211−5.8% | Reduced |
| Pennsylvania Capital Management Inc | 3,416 | $376.0K | 0.16% | 00.0% | Unchanged |
| Huntington National Bank | 3,394 | $374.0K | 0.00% | −320−8.6% | Reduced |
| NorthRock Partners, LLC | 3,359 | $370.0K | 0.03% | −282−7.7% | Reduced |
| Affinity Investment Advisors, LLC | 3,353 | $369.0K | 0.15% | +388+13.1% | Added |
| Walleye Capital LLC | 3,326 | $366.0K | 0.01% | +3,326 | New |
| Toroso Investments, LLC | 3,299 | $364.0K | 0.01% | +98+3.1% | Added |
| Pflug Koory, LLC | 3,285 | $362.0K | 0.18% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 3,246 | $358.0K | 0.00% | +6+0.2% | Added |
| HCR Wealth Advisors | 3,221 | $355.0K | 0.06% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 3,200 | $353.0K | 0.26% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,160 | $348.0K | 0.01% | −5,579−63.8% | Reduced |
| EverSource Wealth Advisors, LLC | 3,154 | $348.0K | 0.09% | +1,037+49.0% | Added |
| Chicago Wealth Management, Inc. | 3,123 | $344.0K | 0.23% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 3,115 | $343.0K | 0.04% | −498−13.8% | Reduced |
| Vantage Consulting Group Inc | 3,111 | $343.0K | 0.13% | −37−1.2% | Reduced |
| Syntax Advisors, LLC | 3,111 | $343.0K | 0.29% | −37−1.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,111 | $343.0K | 0.04% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,098 | $341.0K | 0.03% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 3,050 | $336.0K | 0.08% | +154+5.3% | Added |
| Nomura Holdings Inc | 3,050 | $336.0K | 0.00% | +3,050 | New |
| Mutual Advisors, LLC | 3,030 | $334.0K | 0.02% | −276−8.3% | Reduced |
| Arbor Investment Advisors, LLC | 3,001 | $331.0K | 0.06% | 00.0% | Unchanged |
| Trust Asset Management LLC | 3,001 | $331.0K | 0.04% | +14+0.5% | Added |
| Waldron Private Wealth LLC | 3,001 | $330.0K | 0.02% | +143+5.0% | Added |
| Loomis Sayles & Co L P | 2,961 | $326.0K | 0.00% | +146+5.2% | Added |
| Horizon Investments, LLC | 2,950 | $325.0K | 0.01% | +599+25.5% | Added |
| Roberts Glore & Co Inc | 2,943 | $324.0K | 0.09% | −50−1.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,870 | $323.0K | 0.11% | −67−2.3% | Reduced |
| Wedgewood Investors Inc | 2,905 | $320.0K | 0.39% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,900 | $319.6K | 0.07% | +2,900 | New |
| CFM Wealth Partners LLC | 2,896 | $319.0K | 0.08% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,903 | $319.0K | 0.07% | +1,287+79.6% | Added |
| Court Place Advisors, LLC | 2,866 | $316.0K | 0.10% | +10.0% | Added |
| Sustainable Insight Capital Management, LLC | 2,843 | $313.0K | 0.22% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,835 | $312.0K | 0.02% | −1,030−26.6% | Reduced |
| Fieldpoint Private Securities, LLC | 2,833 | $312.0K | 0.06% | +28+1.0% | Added |
| Peoples Bank | 2,823 | $311.0K | 0.16% | +2,823 | New |
| Geneos Wealth Management Inc. | 2,815 | $310.0K | 0.01% | −50−1.7% | Reduced |
| Checchi Capital Advisers, LLC | 2,813 | $310.0K | 0.03% | +169+6.4% | Added |
| SevenBridge Financial Group, LLC | 2,798 | $308.0K | 0.11% | −250−8.2% | Reduced |
| Sunflower Bank, N.A. | 2,792 | $307.0K | 0.04% | −184−6.2% | Reduced |
| Mayflower Financial Advisors, LLC | 2,789 | $307.0K | 0.04% | −33−1.2% | Reduced |
| Meyer Handelman Co | 2,760 | $304.0K | 0.01% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 2,750 | $303.0K | 0.03% | −25−0.9% | Reduced |
| Fulton Bank, N.A. | 2,730 | $301.0K | 0.01% | −12−0.4% | Reduced |
| TriaGen Wealth Management LLC | 2,722 | $300.0K | 0.16% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 2,701 | $298.0K | 0.21% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 2,702 | $298.0K | 0.01% | 00.0% | Unchanged |
| People's United Financial, Inc. | 2,674 | $295.0K | 0.01% | −123−4.4% | Reduced |
| XTX Topco Ltd | 2,656 | $293.0K | 0.13% | +2,656 | New |
| Wolverine Trading, LLC | 2,574 | $292.0K | 0.01% | −7,280−73.9% | Reduced |
| Tortoise Investment Management, LLC | 2,652 | $292.0K | 0.05% | +2,652 | New |
| Montag A & Associates Inc | 2,627 | $289.0K | 0.02% | −1,500−36.3% | Reduced |
| Point72 Hong Kong Ltd | 2,616 | $288.0K | 0.03% | −1,956−42.8% | Reduced |
| Industrial Alliance Investment Management Inc. | 2,607 | $287.0K | 0.01% | +305+13.2% | Added |
| Beck Mack & Oliver LLC | 2,600 | $286.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,586 | $285.0K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 2,547 | $281.0K | 0.01% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 2,582 | $280.0K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 2,522 | $278.0K | 0.05% | −109−4.1% | Reduced |
| Cetera Advisors LLC | 2,513 | $277.0K | 0.01% | +424+20.3% | Added |
| Peachtree Investment Partners, LLC | 2,500 | $275.0K | 0.13% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 2,507 | $275.0K | 0.28% | +100+4.2% | Added |
| Gofen & Glossberg LLC | 2,486 | $274.0K | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,469 | $272.0K | 0.12% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,455 | $271.0K | 0.01% | −67−2.7% | Reduced |
| Echo Street Capital Management LLC | 2,460 | $271.0K | 0.00% | +2,460 | New |
| South State Corp. | 2,451 | $270.0K | 0.02% | −108−4.2% | Reduced |
| Brookstone Capital Management | 2,421 | $269.0K | 0.01% | +2,421 | New |
| Fund Management at Engine No. 1 LLC | 2,438 | $269.0K | 0.07% | +2,438 | New |
| Kovitz Investment Group Partners, LLC | 2,434 | $268.0K | 0.01% | −865−26.2% | Reduced |
| KCM Investment Advisors LLC | 2,423 | $267.0K | 0.01% | 00.0% | Unchanged |
| Barings LLC | 2,420 | $266.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 2,398 | $264.0K | 0.14% | +2,398 | New |
| Brown Brothers Harriman & Co | 2,388 | $263.0K | 0.00% | +2,170+995.4% | Added |
| First Bank & Trust | 2,369 | $261.0K | 0.08% | −326−12.1% | Reduced |
| We Are One Seven, LLC | 2,335 | $257.0K | 0.03% | +2,335 | New |
| American Portfolios Advisors | 2,325 | $256.2K | 0.01% | +114+5.2% | Added |
| Welch & Forbes LLC | 2,311 | $255.0K | 0.00% | −106−4.4% | Reduced |
| Sentry Investment Management LLC | 2,310 | $255.0K | 0.08% | +2,310 | New |
| Wealthspire Advisors, LLC | 2,302 | $254.0K | 0.01% | −281−10.9% | Reduced |
| Independent Advisor Alliance | 2,281 | $251.0K | 0.01% | −2,226−49.4% | Reduced |
| Willner & Heller, LLC | 2,171 | $251.0K | 0.31% | +6+0.3% | Added |
| Rothschild Investment Corp | 2,263 | $249.0K | 0.02% | 00.0% | Unchanged |
| Renaissance Group LLC | 2,259 | $249.0K | 0.01% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 2,262 | $249.0K | 0.05% | +171+8.2% | Added |
| MAI Capital Management | 2,252 | $248.0K | 0.00% | +46+2.1% | Added |
| HB Wealth Management, LLC | 2,249 | $248.0K | 0.00% | +2,249 | New |
| CPWM, LLC | 2,231 | $246.0K | 0.02% | +27+1.2% | Added |
| DCM Advisors, LLC | 2,207 | $243.0K | 0.09% | −330−13.0% | Reduced |
| Washington Trust Co | 2,189 | $241.0K | 0.01% | −2−0.1% | Reduced |