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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 2,161 | $205.0K | 0.01% | +399+22.6% | Added |
| Brookstone Capital Management | 2,040 | $204.0K | 0.00% | −381−15.7% | Reduced |
| Domani Wealth, LLC | 2,160 | $204.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Co | 2,132 | $202.0K | 0.01% | −57−2.6% | Reduced |
| First Interstate Bank | 2,132 | $202.0K | 0.02% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,136 | $202.0K | 0.15% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 2,130 | $202.0K | 0.04% | +137+6.9% | Added |
| Independent Advisor Alliance | 2,125 | $201.0K | 0.01% | −156−6.8% | Reduced |
| Parsec Financial Management, Inc. | 2,129 | $201.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,075 | $196.0K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 2,056 | $194.5K | 0.10% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,048 | $194.0K | 0.04% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,042 | $193.1K | 0.01% | −283−12.2% | Reduced |
| Red Cedar Capital, LLC | 2,000 | $189.0K | 0.13% | 00.0% | Unchanged |
| Whittier Trust Co | 1,994 | $188.0K | 0.00% | +20+1.0% | Added |
| Sentry Investment Management LLC | 1,933 | $183.0K | 0.08% | −377−16.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,926 | $182.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,926 | $182.0K | 0.00% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,900 | $180.0K | 0.05% | +1,900 | New |
| Hills Bank & Trust Co | 1,856 | $176.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,275 | $163.0K | 0.01% | −1,124−25.6% | Reduced |
| Harbour Investments, Inc. | 1,719 | $163.0K | 0.01% | +1,719 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,646 | $156.0K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,640 | $155.0K | 0.00% | +1,640 | New |
| Tortoise Investment Management, LLC | 1,568 | $148.0K | 0.03% | −1,084−40.9% | Reduced |
| Parkside Financial Bank & Trust | 1,570 | $148.0K | 0.05% | −111−6.6% | Reduced |
| Pittenger & Anderson Inc | 1,557 | $147.0K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 1,540 | $146.0K | 0.04% | +1,537+51,233.3% | Added |
| Ellevest, Inc. | 1,533 | $145.0K | 0.01% | +1,334+670.4% | Added |
| Compagnie Lombard Odier SCmA | 1,498 | $142.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,500 | $142.0K | 0.02% | +500+50.0% | Added |
| Total Clarity Wealth Management, Inc. | 1,491 | $141.0K | 0.07% | +1,491 | New |
| Proequities, Inc. | 1,480 | $140.0K | 0.01% | +98+7.1% | Added |
| Seeyond | 1,476 | $139.0K | 0.02% | −30−2.0% | Reduced |
| Tobam | 1,443 | $136.0K | 0.01% | +1,443 | New |
| Sutton Wealth Advisors Inc. | 1,374 | $130.0K | 0.05% | −15−1.1% | Reduced |
| Covington Capital Management | 1,361 | $129.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,320 | $124.0K | 0.00% | −64−4.6% | Reduced |
| Oakworth Capital, Inc. | 1,300 | $123.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,294 | $122.0K | 0.00% | −435−25.2% | Reduced |
| GHP Investment Advisors, Inc. | 1,276 | $121.0K | 0.01% | −227−15.1% | Reduced |
| Webster Bank, N. A. | 1,253 | $119.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,240 | $117.0K | 0.07% | −694−35.9% | Reduced |
| Fieldpoint Private Securities, LLC | 1,193 | $113.0K | 0.03% | −1,640−57.9% | Reduced |
| TCI Wealth Advisors, Inc. | 1,096 | $104.0K | 0.02% | +110+11.2% | Added |
| Evermay Wealth Management LLC | 1,075 | $102.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,056 | $100.0K | 0.01% | +7+0.7% | Added |
| Prestige Wealth Management Group LLC | 1,048 | $99.0K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,039 | $98.0K | 0.09% | +900+647.5% | Added |
| Globeflex Capital L P | 1,017 | $96.0K | 0.02% | +1,017 | New |
| SG3 Management, LLC | 1,000 | $95.0K | 0.18% | +1,000 | New |
| Gradient Investments LLC | 971 | $92.0K | 0.00% | +53+5.8% | Added |
| Heritage Wealth Management, LLC | 953 | $90.1K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 948 | $90.0K | 0.01% | +948 | New |
| Venture Visionary Partners LLC | 936 | $88.6K | 0.01% | +936 | New |
| McIlrath & Eck, LLC | 911 | $86.0K | 0.03% | 00.0% | Unchanged |
| Interactive Financial Advisors | 900 | $85.0K | 0.04% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 891 | $84.0K | 0.02% | −483−35.2% | Reduced |
| C M Bidwell & Associates Ltd | 869 | $82.0K | 0.06% | +869 | New |
| Desjardins Global Asset Management Inc. | 826 | $78.0K | 0.01% | −111−11.8% | Reduced |
| Focused Wealth Management, Inc | 803 | $76.0K | 0.01% | +731+1,015.3% | Added |
| Atwood & Palmer Inc | 750 | $71.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 746 | $71.0K | 0.15% | +115+18.2% | Added |
| Johnson Financial Group, Inc. | 735 | $70.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 737 | $70.0K | 0.02% | +737 | New |
| Global Financial Private Client, LLC | 700 | $68.4K | 0.04% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 724 | $68.0K | 0.00% | +662+1,067.7% | Added |
| MCF Advisors LLC | 705 | $67.0K | 0.01% | −16−2.2% | Reduced |
| FinTrust Capital Advisors, LLC | 642 | $64.0K | 0.02% | +64+11.1% | Added |
| Massmutual Trust Co FSB | 643 | $61.0K | 0.00% | −13−2.0% | Reduced |
| M&R Capital Management Inc | 622 | $58.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 598 | $57.0K | 0.01% | −101−14.4% | Reduced |
| Independence Bank of Kentucky | 600 | $57.0K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 607 | $57.0K | 0.01% | +153+33.7% | Added |
| Benjamin Edwards Inc | 593 | $56.0K | 0.02% | +101+20.5% | Added |
| Norwood Financial Corp | 585 | $55.0K | 0.09% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 580 | $55.0K | 0.07% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 577 | $55.0K | 0.01% | +1+0.2% | Added |
| First PREMIER Bank | 581 | $55.0K | 0.02% | +53+10.0% | Added |
| Clear Street Markets LLC | 586 | $55.0K | 0.02% | +468+396.6% | Added |
| Smithfield Trust Co | 560 | $53.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 549 | $52.0K | 0.01% | +2+0.4% | Added |
| Capital Directions Investment Advisors, LLC | 540 | $51.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 527 | $49.0K | 0.00% | −48−8.3% | Reduced |
| Private Capital Group, LLC | 508 | $48.0K | 0.04% | −16−3.1% | Reduced |
| Covestor Ltd | 512 | $48.0K | 0.04% | +173+51.0% | Added |
| Optimum Investment Advisors | 500 | $47.0K | 0.02% | 00.0% | Unchanged |
| First National Bank of South Miami | 500 | $47.0K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 477 | $45.0K | 0.04% | −38−7.4% | Reduced |
| CX Institutional | 471 | $45.0K | 0.00% | +471 | New |
| Versant Capital Management, Inc | 469 | $44.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 467 | $44.0K | 0.04% | +2+0.4% | Added |
| Blue Bell Private Wealth Management, LLC | 454 | $43.0K | 0.01% | −25−5.2% | Reduced |
| Valley National Advisers Inc | 434 | $43.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 454 | $43.0K | 0.01% | +82+22.0% | Added |
| Whittier Trust Co of Nevada Inc | 457 | $43.0K | 0.00% | +115+33.6% | Added |
| First Command Bank | 445 | $42.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 445 | $42.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 440 | $42.0K | 0.02% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 392 | $42.0K | 0.02% | 00.0% | Unchanged |