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 |
|---|---|---|---|---|---|
| Private Capital Group, LLC | 524 | $58.0K | 0.01% | −848−61.8% | Reduced |
| SOA Wealth Advisors, LLC. | 527 | $58.0K | 0.01% | +1+0.2% | Added |
| Hazlett, Burt & Watson, Inc. | 515 | $57.0K | 0.05% | +515 | New |
| Optimum Investment Advisors | 500 | $55.0K | 0.02% | 00.0% | Unchanged |
| First National Bank of South Miami | 500 | $55.0K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 492 | $54.0K | 0.02% | +151+44.3% | Added |
| Blue Bell Private Wealth Management, LLC | 479 | $53.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 469 | $52.0K | 0.02% | −9−1.9% | Reduced |
| Rise Advisors, LLC | 465 | $51.0K | 0.05% | +2+0.4% | Added |
| CVA Family Office, LLC | 465 | $51.0K | 0.01% | +175+60.3% | Added |
| Quent Capital, LLC | 454 | $50.0K | 0.01% | −773−63.0% | Reduced |
| First Command Bank | 445 | $49.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 445 | $49.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 440 | $48.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 434 | $48.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 436 | $48.0K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 449 | $48.0K | 0.01% | +42+10.3% | Added |
| Perkins Coie Trust Co | 405 | $45.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 395 | $44.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 400 | $44.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 389 | $43.0K | 0.00% | −405−51.0% | Reduced |
| Semmax Financial Advisors Inc. | 392 | $43.0K | 0.02% | 00.0% | Unchanged |
| TCWP LLC | 395 | $43.0K | 0.01% | +395 | New |
| Lindbrook Capital, LLC | 372 | $41.0K | 0.01% | +79+27.0% | Added |
| Stephens Consulting, LLC | 350 | $38.6K | 0.03% | −52−12.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 342 | $38.0K | 0.00% | +74+27.6% | Added |
| Altshuler Shaham Ltd | 347 | $38.0K | 0.00% | +347 | New |
| Covestor Ltd | 339 | $37.0K | 0.03% | −191−36.0% | Reduced |
| Harbor Investment Advisory, LLC | 314 | $35.0K | 0.00% | −78−19.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 306 | $34.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 305 | $34.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 300 | $33.0K | 0.01% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 293 | $32.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 270 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 276 | $30.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 257 | $28.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 240 | $26.0K | 0.01% | −10−4.0% | Reduced |
| Farmers & Merchants Investments Inc | 236 | $26.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 234 | $26.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 235 | $26.0K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 230 | $25.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 226 | $25.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 212 | $24.0K | 0.00% | −69−24.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 219 | $24.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 213 | $23.0K | 0.00% | +2+0.9% | Added |
| Concord Wealth Partners | 205 | $23.0K | 0.01% | +5+2.5% | Added |
| Community Bank, N.A. | 200 | $22.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 201 | $22.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 199 | $22.0K | 0.00% | +16+8.7% | Added |
| Hanson & Doremus Investment Management | 196 | $22.0K | 0.00% | +103+110.8% | Added |
| SRS Capital Advisors, Inc. | 197 | $22.0K | 0.00% | +158+405.1% | Added |
| West Bancorporation Inc | 191 | $21.0K | 0.01% | −170−47.1% | Reduced |
| West Paces Advisors Inc. | 182 | $20.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Cascade Investment Advisors, Inc. | 124 | $13.7K | 0.01% | +124 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| Ogorek Anthony Joseph | 90 | $9.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 80 | $9.00K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 75 | $8.26K | 0.00% | −24−24.2% | Reduced |
| Baystate Wealth Management LLC | 76 | $8.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 72 | $8.00K | 0.00% | 00.0% | Unchanged |