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 2023
Institutional positions in Discover Financial Services as of Mar 31, 2023. 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
- 958
- −5 vs. Q4 2022
- Shares held
- 216.9M
- −6.82M (−3.0%) vs. Q4 2022
- Total value
- $21.3B
- −$631.0M (−2.9%) vs. Q4 2022
- New holders
- 75
- 304 more added
- Sold out
- 80
- 390 more reduced
17 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lansing Street Advisors | 0 | $20 | 0.00% | −2,107−100.0% | Reduced |
| Colonial Trust Advisors | 1 | $99 | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1 | $99 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 99 | $321 | 0.01% | +1+1.0% | Added |
| JJJ Advisors Inc. | 4 | $405 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 8 | $1.00K | 0.00% | −206−96.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 7 | $1.00K | 0.00% | +7 | New |
| Delos Wealth Advisors, LLC | 11 | $1.09K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 12 | $1.19K | 0.00% | −12−50.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $1.19K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $1.48K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 18 | $1.78K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 21 | $2.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $2.37K | 0.00% | −21−46.7% | Reduced |
| TFC Financial Management | 24 | $2.38K | 0.00% | +6+33.3% | Added |
| Crewe Advisors LLC | 25 | $2.47K | 0.00% | −40−61.5% | Reduced |
| Abound Wealth Management | 27 | $2.67K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 30 | $2.96K | 0.00% | −38−55.9% | Reduced |
| Centerpoint Advisors, LLC | 32 | $3.00K | 0.00% | −72−69.2% | Reduced |
| Financial Management Professionals, Inc. | 30 | $3.00K | 0.00% | −29−49.2% | Reduced |
| Tfo-TDC, LLC | 31 | $3.06K | 0.00% | −1,298−97.7% | Reduced |
| Grove Bank & Trust | 34 | $3.36K | 0.00% | −76−69.1% | Reduced |
| Colonial Trust Co | 38 | $3.73K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 39 | $3.85K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 39 | $3.85K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 42 | $4.15K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 43 | $4.29K | 0.00% | −9−17.3% | Reduced |
| Disciplined Investments, LLC | 45 | $4.45K | 0.00% | +7+18.4% | Added |
| Manchester Capital Management LLC | 47 | $4.65K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 50 | $4.94K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 50 | $4.94K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 50 | $4.94K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 56 | $5.54K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 54 | $5.59K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 57 | $5.63K | 0.00% | −41−41.8% | Reduced |
| Venturi Wealth Management, LLC | 60 | $5.93K | 0.00% | +60 | New |
| Sageworth Trust Co | 63 | $6.23K | 0.00% | −13−17.1% | Reduced |
| Front Row Advisors LLC | 66 | $7.00K | 0.00% | +66 | New |
| JDM Financial Group LLC | 71 | $7.02K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 72 | $7.13K | 0.00% | +72 | New |
| Focused Wealth Management, Inc | 74 | $7.31K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 75 | $7.41K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 75 | $7.41K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 78 | $7.72K | 0.00% | +1+1.3% | Added |
| Ogorek Anthony Joseph | 90 | $8.00K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 89 | $8.80K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 91 | $8.99K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 85 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 92 | $9.09K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 94 | $9.29K | 0.00% | +1+1.1% | Added |
| Pinnacle Bancorp, Inc. | 100 | $9.88K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 100 | $9.88K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 100 | $9.88K | 0.00% | +100 | New |
| Schubert & Co | 103 | $10.2K | 0.01% | +1+1.0% | Added |
| Kalos Management, Inc. | 108 | $10.7K | 0.02% | +108 | New |
| Peoples Financial Services Corp. | 109 | $10.8K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 109 | $10.8K | 0.00% | +109 | New |
| Riggs Asset Managment Co. Inc. | 111 | $11.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 112 | $11.1K | 0.01% | +1+0.9% | Added |
| Bogart Wealth, LLC | 116 | $11.5K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 116 | $11.5K | 0.01% | −6−4.9% | Reduced |
| Cascade Investment Advisors, Inc. | 124 | $12.3K | 0.01% | +124 | New |
| Kelly Financial Services LLC | 124 | $12.3K | 0.01% | +86+226.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 125 | $12.4K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 127 | $12.6K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 128 | $12.7K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 131 | $12.9K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 131 | $12.9K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 131 | $12.9K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 129 | $13.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 136 | $13.4K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 137 | $13.5K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 139 | $13.7K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 144 | $14.2K | 0.01% | +31+27.4% | Added |
| Bourgeon Capital Management LLC | 150 | $14.8K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 150 | $14.8K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 152 | $15.0K | 0.01% | +152 | New |
| SRS Capital Advisors, Inc. | 153 | $15.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 154 | $15.3K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 172 | $17.0K | 0.00% | +123+251.0% | Added |
| Boyd Watterson Asset Management LLC | 173 | $17.1K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 176 | $17.4K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 177 | $17.5K | 0.00% | −53−23.0% | Reduced |
| Private Ocean, LLC | 180 | $17.8K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 185 | $18.3K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 187 | $18.5K | 0.03% | +1+0.5% | Added |
| West Paces Advisors Inc. | 191 | $18.9K | 0.01% | +9+4.9% | Added |
| TSFG, LLC | 194 | $19.0K | 0.01% | −115−37.2% | Reduced |
| Farmers & Merchants Investments Inc | 194 | $19.2K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 200 | $19.8K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $19.8K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 200 | $19.8K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 200 | $19.8K | 0.01% | +200 | New |
| Sunbelt Securities, Inc. | 210 | $20.6K | 0.00% | +210 | New |
| Founders Capital Management | 224 | $22.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 226 | $22.3K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 201 | $22.5K | 0.03% | 00.0% | Unchanged |