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 |
|---|---|---|---|---|---|
| Money Concepts Capital Corp | 386 | $38.0K | 0.00% | −1,420−78.6% | Reduced |
| Perkins Coie Trust Co | 405 | $38.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 400 | $38.0K | 0.02% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 400 | $38.0K | 0.02% | +400 | New |
| BDO Wealth Advisors, LLC | 395 | $37.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 371 | $35.0K | 0.00% | −18−4.6% | Reduced |
| SRS Capital Advisors, Inc. | 365 | $35.0K | 0.01% | +168+85.3% | Added |
| Stephens Consulting, LLC | 350 | $33.1K | 0.03% | 00.0% | Unchanged |
| Ghe, LLC | 300 | $33.0K | 0.04% | +300 | New |
| Harbor Investment Advisory, LLC | 314 | $30.0K | 0.00% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $30.0K | 0.03% | – | New |
| Thompson Siegel & Walmsley LLC | 306 | $29.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 294 | $28.0K | 0.00% | −1,737−85.5% | Reduced |
| Selective Wealth Management, Inc. | 300 | $28.0K | 0.01% | −300−50.0% | Reduced |
| Professional Financial Advisors, LLC | 300 | $28.0K | 0.02% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 293 | $28.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 300 | $28.0K | 0.00% | +200+200.0% | Added |
| Ronald Blue Trust, Inc. | 250 | $28.0K | 0.00% | +250 | New |
| City Holding Co | 270 | $26.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 261 | $25.0K | 0.00% | −86−24.8% | Reduced |
| CVA Family Office, LLC | 255 | $24.0K | 0.01% | −210−45.2% | Reduced |
| AlphaMark Advisors, LLC | 240 | $23.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 234 | $23.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 235 | $23.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 236 | $22.0K | 0.01% | −291−55.2% | Reduced |
| Farmers & Merchants Investments Inc | 236 | $22.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 226 | $21.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 219 | $21.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 224 | $21.0K | 0.02% | +106+89.8% | Added |
| Crewe Advisors LLC | 225 | $21.0K | 0.00% | +200+800.0% | Added |
| Tfo-TDC, LLC | 210 | $20.0K | 0.00% | +210 | New |
| Hanson & Doremus Investment Management | 196 | $19.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 201 | $19.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 200 | $19.0K | 0.00% | +168+525.0% | Added |
| Heritage Wealth Advisors | 200 | $19.0K | 0.00% | +180+900.0% | Added |
| Cranbrook Wealth Management, LLC | 187 | $18.0K | 0.00% | −118−38.7% | Reduced |
| West Paces Advisors Inc. | 182 | $17.2K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 182 | $17.0K | 0.00% | −31−14.6% | Reduced |
| Concord Wealth Partners | 176 | $17.0K | 0.00% | −29−14.1% | Reduced |
| Private Ocean, LLC | 180 | $17.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 184 | $17.0K | 0.02% | +1+0.5% | Added |
| Charter Oak Capital Management, LLC | 183 | $17.0K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 183 | $17.0K | 0.01% | +183 | New |
| Eagle Bay Advisors LLC | 179 | $16.9K | 0.01% | +179 | 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 |
| 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 |
| 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 |
| Cascade Investment Advisors, Inc. | 124 | $11.7K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 75 | $7.09K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |