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 |
|---|---|---|---|---|---|
| Patten & Patten Inc | 2,191 | $241.0K | 0.02% | +2,191 | New |
| Domani Wealth, LLC | 2,160 | $238.0K | 0.05% | 00.0% | Unchanged |
| Girard Partners Ltd. | 2,153 | $237.0K | 0.03% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 2,155 | $237.0K | 0.05% | +2,155 | New |
| First Interstate Bank | 2,132 | $235.0K | 0.02% | −94−4.2% | Reduced |
| Parsec Financial Management, Inc. | 2,129 | $235.0K | 0.01% | −85−3.8% | Reduced |
| Pacitti Group Inc. | 2,136 | $235.0K | 0.16% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,121 | $234.0K | 0.03% | +102+5.1% | Added |
| HYA Advisors, Inc | 2,107 | $232.0K | 0.08% | −395−15.8% | Reduced |
| Marshall Wace, LLP | 2,100 | $231.0K | 0.00% | −3,591−63.1% | Reduced |
| Bragg Financial Advisors, Inc | 2,088 | $230.0K | 0.01% | −6−0.3% | Reduced |
| Epoch Investment Partners, Inc. | 2,083 | $230.0K | 0.00% | +2,083 | New |
| North Star Investment Management Corp. | 2,075 | $229.0K | 0.02% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 2,071 | $228.0K | 0.07% | 00.0% | Unchanged |
| Change Path, LLC | 2,069 | $228.0K | 0.01% | +175+9.2% | Added |
| Community Bank of Raymore | 2,060 | $227.0K | 0.06% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 2,056 | $227.0K | 0.10% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,056 | $227.0K | 0.02% | +100+5.1% | Added |
| First Western Trust Bank | 2,007 | $227.0K | 0.01% | +2,007 | New |
| Deseret Mutual Benefit Administrators | 2,048 | $226.0K | 0.05% | −449−18.0% | Reduced |
| Two Sigma Securities, LLC | 2,050 | $226.0K | 0.03% | +2,050 | New |
| CoreCap Advisors, LLC | 2,031 | $224.0K | 0.02% | −238−10.5% | Reduced |
| Almanack Investment Partners, LLC. | 2,026 | $223.0K | 0.02% | +249+14.0% | Added |
| IHT Wealth Management, LLC | 2,002 | $221.0K | 0.02% | +25+1.3% | Added |
| Red Cedar Capital, LLC | 2,000 | $220.0K | 0.13% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 1,993 | $220.0K | 0.04% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,000 | $220.0K | 0.02% | +2,000 | New |
| Moreno Evelyn V | 1,991 | $219.0K | 0.04% | +1,991 | New |
| Cedar Brook Financial Partners, LLC | 1,974 | $218.0K | 0.06% | −10−0.5% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,978 | $218.0K | 0.06% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,979 | $218.0K | 0.02% | +1,979 | New |
| Whittier Trust Co | 1,974 | $217.0K | 0.00% | +13+0.7% | Added |
| Balentine LLC | 1,956 | $216.0K | 0.01% | +1,956 | New |
| JB Capital LLC | 1,951 | $215.0K | 0.02% | −6,215−76.1% | Reduced |
| Wright Investors Service Inc | 1,941 | $214.0K | 0.05% | +105+5.7% | Added |
| IFP Advisors, Inc | 4,399 | $214.0K | 0.00% | +3,257+285.2% | Added |
| State of Wyoming | 1,934 | $213.0K | 0.11% | +807+71.6% | Added |
| Valeo Financial Advisors, LLC | 25,980 | $213.0K | 0.01% | +25,980 | New |
| Bartlett & Co. Wealth Management LLC | 1,926 | $212.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,926 | $212.0K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,925 | $212.0K | 0.02% | +1,925 | New |
| McLean Asset Management Corp | 1,876 | $207.0K | 0.15% | +35+1.9% | Added |
| Snowden Capital Advisors LLC | 1,884 | $207.0K | 0.01% | +1,232+189.0% | Added |
| Buckingham Strategic Wealth, LLC | 1,871 | $206.0K | 0.00% | +79+4.4% | Added |
| Advus Financial Partners, LLC | 1,867 | $205.7K | 0.10% | +1,867 | New |
| Hills Bank & Trust Co | 1,856 | $204.0K | 0.03% | −16−0.9% | Reduced |
| Zeke Capital Advisors, LLC | 1,844 | $203.0K | 0.01% | +1,844 | New |
| Lee Danner & Bass Inc | 1,825 | $201.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,816 | $200.0K | 0.02% | −36−1.9% | Reduced |
| Money Concepts Capital Corp | 1,806 | $199.0K | 0.01% | +1,806 | New |
| Prospera Financial Services Inc | 1,762 | $194.0K | 0.01% | +1,762 | New |
| Allworth Financial LP | 1,729 | $191.0K | 0.00% | +172+11.0% | Added |
| Parkside Financial Bank & Trust | 1,681 | $186.0K | 0.05% | −816−32.7% | Reduced |
| Itau Unibanco Holding S.A. | 1,672 | $184.0K | 0.01% | +352+26.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,646 | $181.0K | 0.01% | +1,646 | New |
| Pittenger & Anderson Inc | 1,557 | $172.0K | 0.01% | +8+0.5% | Added |
| GHP Investment Advisors, Inc. | 1,503 | $166.0K | 0.01% | +1,503 | New |
| Seeyond | 1,506 | $165.0K | 0.02% | −30−2.0% | Reduced |
| Compagnie Lombard Odier SCmA | 1,498 | $165.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,389 | $153.1K | 0.05% | +12+0.9% | Added |
| Proequities, Inc. | 1,382 | $152.0K | 0.01% | +51+3.8% | Added |
| Penserra Capital Management LLC | 1,384 | $152.0K | 0.00% | +82+6.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,374 | $151.0K | 0.03% | −1,604−53.9% | Reduced |
| Covington Capital Management | 1,361 | $150.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,300 | $143.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,253 | $138.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,226 | $135.0K | 0.04% | +2+0.2% | Added |
| Evermay Wealth Management LLC | 1,075 | $118.0K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 1,063 | $117.0K | 0.03% | −164−13.4% | Reduced |
| Prestige Wealth Management Group LLC | 1,048 | $115.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,049 | $110.0K | 0.01% | +886+543.6% | Added |
| Tompkins Financial Corp | 1,000 | $110.0K | 0.02% | +1,000 | New |
| TCI Wealth Advisors, Inc. | 986 | $109.0K | 0.02% | −39−3.8% | Reduced |
| Heritage Wealth Management, LLC | 953 | $105.0K | 0.03% | +953 | New |
| Desjardins Global Asset Management Inc. | 937 | $103.0K | 0.01% | −56−5.6% | Reduced |
| Gradient Investments LLC | 918 | $101.0K | 0.00% | −111−10.8% | Reduced |
| McIlrath & Eck, LLC | 911 | $100.0K | 0.03% | +41+4.7% | Added |
| Interactive Financial Advisors | 900 | $99.0K | 0.05% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 750 | $83.0K | 0.01% | −240−24.2% | Reduced |
| Johnson Financial Group, Inc. | 735 | $81.0K | 0.01% | −110−13.0% | Reduced |
| AIA Group Ltd | 719 | $79.0K | 0.00% | +320+80.2% | Added |
| MCF Advisors LLC | 721 | $79.0K | 0.01% | +721 | New |
| Global Financial Private Client, LLC | 700 | $77.1K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 699 | $77.0K | 0.01% | +26+3.9% | Added |
| Koshinski Asset Management, Inc. | 680 | $74.9K | 0.01% | +92+15.6% | Added |
| Lenox Wealth Advisors, LLC | 662 | $74.0K | 0.01% | +5+0.8% | Added |
| Massmutual Trust Co FSB | 656 | $72.0K | 0.00% | −173−20.9% | Reduced |
| Sageworth Trust Co of South Dakota | 631 | $70.0K | 0.13% | −867−57.9% | Reduced |
| M&R Capital Management Inc | 622 | $68.0K | 0.01% | −6,127−90.8% | Reduced |
| Independence Bank of Kentucky | 600 | $66.0K | 0.03% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 600 | $66.0K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 580 | $64.0K | 0.06% | −610−51.3% | Reduced |
| FinTrust Capital Advisors, LLC | 578 | $64.0K | 0.01% | −100−14.7% | Reduced |
| Norwood Financial Corp | 585 | $64.0K | 0.09% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 576 | $63.0K | 0.01% | −5−0.9% | Reduced |
| First Manhattan Co | 575 | $63.0K | 0.00% | +17+3.0% | Added |
| Smithfield Trust Co | 560 | $62.0K | 0.00% | −1,518−73.1% | Reduced |
| Carolinas Wealth Consulting LLC | 547 | $60.0K | 0.01% | −2−0.4% | Reduced |
| Capital Directions Investment Advisors, LLC | 540 | $60.0K | 0.02% | +540 | New |
| First PREMIER Bank | 528 | $59.0K | 0.02% | 00.0% | Unchanged |