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, Q2 2022
Institutional positions in Discover Financial Services as of Jun 30, 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
- 944
- +8 vs. Q1 2022
- Shares held
- 230.4M
- −3.72M (−1.6%) vs. Q1 2022
- Total value
- $21.8B
- −$4.00B (−15.5%) vs. Q1 2022
- New holders
- 99
- 313 more added
- Sold out
- 91
- 336 more reduced
17 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Marquette Asset Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |
| Trust Co of Vermont | 5 | $0 | 0.00% | +5 | New |
| ACG Wealth | 1 | $0 | 0.00% | +1 | New |
| NewSquare Capital LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Raleigh Capital Management Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 13 | $1.00K | 0.00% | +13 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 15 | $1.00K | 0.00% | +15 | New |
| Neo Ivy Capital Management | 20 | $1.00K | 0.00% | +20 | New |
| Rockbridge Investment Management, LCC | 19 | $1.80K | 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 |
| Goodman Advisory Group, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Darrow Company, Inc. | 24 | $2.00K | 0.00% | +24 | New |
| Tyler-Stone Wealth Management | 30 | $3.00K | 0.00% | −200−87.0% | Reduced |
| Exchange Traded Concepts, LLC | 37 | $3.00K | 0.00% | −26−41.3% | Reduced |
| Ci Investments Inc. | 34 | $3.00K | 0.00% | −3−8.1% | Reduced |
| Arcadia Investment Management Corp | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 32 | $3.00K | 0.00% | +32 | New |
| Kelly Financial Services LLC | 38 | $3.59K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 43 | $4.00K | 0.00% | −8,583−99.5% | Reduced |
| Horan Securities, Inc. | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 43 | $4.00K | 0.00% | +11+34.4% | Added |
| Estabrook Capital Management | 50 | $4.73K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $4.73K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 50 | $5.00K | 0.00% | −20−28.6% | Reduced |
| Sierra Capital LLC | 55 | $5.00K | 0.00% | −15−21.4% | Reduced |
| Highlander Capital Management, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 52 | $5.00K | 0.00% | +1+2.0% | Added |
| Beacon Capital Management, LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 66 | $6.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 62 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 63 | $6.00K | 0.00% | +15+31.3% | Added |
| Bell Investment Advisors, Inc | 65 | $6.00K | 0.00% | +65 | New |
| IAG Wealth Partners, LLC | 75 | $7.00K | 0.00% | −31−29.2% | Reduced |
| Baystate Wealth Management LLC | 76 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 73 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 75 | $7.09K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 88 | $8.00K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 89 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 90 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 91 | $9.00K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 98 | $9.00K | 0.00% | +98 | New |
| Plante Moran Financial Advisors, LLC | 91 | $9.00K | 0.00% | +91 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 96 | $9.00K | 0.00% | +96 | New |
| Better Money Decisions, LLC | 95 | $9.00K | 0.01% | +95 | New |
| Coston, McIsaac & Partners | 100 | $9.00K | 0.01% | +100 | New |
| Peoples Financial Services Corp. | 109 | $10.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 111 | $10.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 110 | $10.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 106 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 104 | $10.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 105 | $10.0K | 0.00% | +45+75.0% | Added |
| Schubert & Co | 101 | $10.0K | 0.01% | +67+197.1% | Added |
| Steward Financial Group LLC | 109 | $10.0K | 0.01% | +109 | New |
| Sandy Spring Bank | 117 | $11.0K | 0.00% | −95−44.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 118 | $11.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 117 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 124 | $11.7K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 123 | $12.0K | 0.01% | −33−21.2% | Reduced |
| Washington Trust Advisors, Inc. | 134 | $12.0K | 0.00% | −6−4.3% | Reduced |
| Earnest Partners LLC | 131 | $12.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 129 | $12.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 128 | $12.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 123 | $12.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 131 | $12.0K | 0.01% | +6+4.8% | Added |
| Addison Advisors LLC | 122 | $12.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 128 | $12.0K | 0.00% | +33+34.7% | Added |
| Howe & Rusling Inc | 134 | $13.0K | 0.00% | −5−3.6% | Reduced |
| Column Capital Advisors, LLC | 137 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 135 | $13.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 139 | $13.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 131 | $13.0K | 0.00% | +70+114.8% | Added |
| Macroview Investment Management LLC | 134 | $13.0K | 0.02% | +134 | New |
| West Bancorporation Inc | 151 | $14.0K | 0.01% | −40−20.9% | Reduced |
| Resources Management Corp | 150 | $14.0K | 0.00% | −8−5.1% | Reduced |
| Creative Financial Designs Inc | 152 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 152 | $14.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 150 | $14.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 152 | $14.0K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 150 | $14.0K | 0.01% | +150 | New |
| Eagle Bay Advisors LLC | 179 | $16.9K | 0.01% | +179 | New |
| Glassman Wealth Services | 182 | $17.0K | 0.00% | −31−14.6% | Reduced |
| Concord Wealth Partners | 176 | $17.0K | 0.00% | −29−14.1% | Reduced |