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, Q3 2022
Institutional positions in Discover Financial Services as of Sep 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
- 927
- −7 vs. Q2 2022
- Shares held
- 227.1M
- −3.21M (−1.4%) vs. Q2 2022
- Total value
- $20.7B
- −$1.13B (−5.2%) vs. Q2 2022
- New holders
- 86
- 300 more added
- Sold out
- 93
- 337 more reduced
10 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 335 | $35.0K | 0.00% | −400−54.4% | Reduced |
| Money Concepts Capital Corp | 386 | $35.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 381 | $34.0K | 0.01% | +381 | New |
| Ci Investments Inc. | 368 | $33.0K | 0.00% | +334+982.4% | Added |
| Stephens Consulting, LLC | 350 | $31.8K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 314 | $29.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 306 | $28.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 304 | $28.0K | 0.01% | +79+35.1% | Added |
| Selective Wealth Management, Inc. | 300 | $27.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 300 | $27.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 292 | $27.0K | 0.00% | +66+29.2% | Added |
| Cullen/Frost Bankers, Inc. | 301 | $27.0K | 0.00% | +183+155.1% | Added |
| Altshuler Shaham Ltd | 275 | $25.0K | 0.00% | +14+5.4% | Added |
| JFS Wealth Advisors, LLC | 268 | $24.0K | 0.00% | −103−27.8% | Reduced |
| Cutler Group LP | 263 | $23.0K | 0.00% | +263 | New |
| Covestor Ltd | 243 | $22.0K | 0.02% | −269−52.5% | Reduced |
| Key Financial Inc | 234 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 235 | $21.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 231 | $21.0K | 0.01% | −5−2.1% | Reduced |
| Founders Capital Management | 224 | $20.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 219 | $20.0K | 0.00% | +37+20.3% | Added |
| Heritage Wealth Advisors | 200 | $18.2K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 200 | $18.0K | 0.00% | −70−25.9% | Reduced |
| Farmers & Merchants Investments Inc | 194 | $18.0K | 0.00% | −42−17.8% | Reduced |
| Cambridge Trust Co | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 196 | $18.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 201 | $18.0K | 0.02% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 185 | $17.0K | 0.06% | +1+0.5% | Added |
| West Paces Advisors Inc. | 182 | $16.5K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 176 | $16.0K | 0.00% | −189−51.8% | Reduced |
| Private Ocean, LLC | 180 | $16.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 165 | $15.0K | 0.01% | −14−7.8% | Reduced |
| Creative Financial Designs Inc | 153 | $14.0K | 0.00% | +1+0.7% | Added |
| Bourgeon Capital Management LLC | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 151 | $14.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 150 | $14.0K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 159 | $14.0K | 0.00% | +159 | New |
| NVWM, LLC | 139 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 127 | $12.0K | 0.00% | −60−32.1% | Reduced |
| Zullo Investment Group, Inc. | 135 | $12.0K | 0.01% | −17−11.2% | Reduced |
| Column Capital Advisors, LLC | 137 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 135 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 131 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Washington Trust Advisors, Inc. | 136 | $12.0K | 0.00% | +2+1.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 131 | $12.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 130 | $12.0K | 0.01% | +29+28.7% | Added |
| MV Capital Management, Inc. | 122 | $11.0K | 0.00% | −6−4.7% | Reduced |
| TSFG, LLC | 123 | $11.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 122 | $11.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 117 | $11.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 125 | $11.0K | 0.00% | +93+290.6% | Added |
| Axiom Investment Management LLC | 115 | $11.0K | 0.02% | +115 | New |
| Sandy Spring Bank | 117 | $10.0K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 109 | $10.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 111 | $10.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 111 | $10.0K | 0.01% | +1+0.9% | Added |
| Beaird Harris Wealth Management, LLC | 106 | $10.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 105 | $9.55K | 0.01% | +105 | New |
| Gs Investments, Inc. | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 104 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 98 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 91 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 90 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 90 | $8.00K | 0.00% | +1+1.1% | Added |
| Community Bank, N.A. | 92 | $8.00K | 0.00% | +92 | New |
| Bellwether Advisors, LLC | 97 | $8.00K | 0.00% | +97 | New |
| Focused Wealth Management, Inc | 73 | $7.00K | 0.00% | −730−90.9% | Reduced |
| Howe & Rusling Inc | 77 | $7.00K | 0.00% | −57−42.5% | Reduced |
| Baystate Wealth Management LLC | 77 | $7.00K | 0.00% | +1+1.3% | Added |
| Sugarloaf Wealth Management, LLC | 73 | $7.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 75 | $6.82K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 75 | $6.82K | 0.00% | +75 | New |
| Ellevest, Inc. | 69 | $6.00K | 0.00% | −1,464−95.5% | Reduced |
| 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 |
| SJS Investment Consulting Inc. | 65 | $6.00K | 0.00% | +65 | New |
| Wolff Wiese Magana LLC | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $5.00K | 0.00% | −9−13.8% | Reduced |
| Highlander Capital Management, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors 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% | 00.0% | Unchanged |
| Sierra Capital LLC | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 56 | $5.00K | 0.00% | +56 | New |
| Bogart Wealth, LLC | 54 | $5.00K | 0.00% | +54 | New |
| Estabrook Capital Management | 50 | $4.55K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $4.55K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 40 | $4.00K | 0.00% | −200−83.3% | Reduced |
| Clearstead Advisors, LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 43 | $4.00K | 0.00% | +36+514.3% | Added |