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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.

Institutional holdersQ1 2023: 958 institutions
Q1 2021: 897 institutionsQ2 2021: 927 institutionsQ3 2021: 946 institutionsQ4 2021: 983 institutionsQ1 2022: 953 institutionsQ2 2022: 944 institutionsQ3 2022: 927 institutionsQ4 2022: 980 institutionsQ1 2023: 958 institutionsQ2 2023: 975 institutionsQ3 2023: 908 institutionsQ4 2023: 979 institutionsQ1 2024: 1,036 institutionsQ2 2024: 1,030 institutionsQ3 2024: 1,061 institutionsQ4 2024: 1,173 institutionsQ1 2025: 1,176 institutionsQ2 2025: 10 institutionsQ3 2025: 2 institutionsQ4 2025: 2 institutionsQ1 2026: 4 institutionsQ2 2026: 1 institution
Value heldQ1 2023: $21.3B
Q1 2021: $24.8BQ2 2021: $30.6BQ3 2021: $30.8BQ4 2021: $28.2BQ1 2022: $26.1BQ2 2022: $21.8BQ3 2022: $20.7BQ4 2022: $21.9BQ1 2023: $21.3BQ2 2023: $24.7BQ3 2023: $18.3BQ4 2023: $24.4BQ1 2024: $27.9BQ2 2024: $27.8BQ3 2024: $30.0BQ4 2024: $37.6BQ1 2025: $37.3BQ2 2025: $15.3MQ3 2025: $1.08MQ4 2025: $1.15KQ1 2026: $8.35MQ2 2026: $200
Institutions holding DFS and their total value by quarter
QuarterHoldersValue
Q2 20261$200
Q1 20264$8.35M
Q4 20252$1.15K
Q3 20252$1.08M
Q2 202510$15.3M
Q1 20251,176$37.3B
Q4 20241,173$37.6B
Q3 20241,061$30.0B
Q2 20241,030$27.8B
Q1 20241,036$27.9B
Q4 2023979$24.4B
Q3 2023908$18.3B
Q2 2023975$24.7B
Q1 2023958$21.3B
Q4 2022980$21.9B
Q3 2022927$20.7B
Q2 2022944$21.8B
Q1 2022953$26.1B
Q4 2021983$28.2B
Q3 2021946$30.8B
Q2 2021927$30.6B
Q1 2021897$24.8B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q4 2022.

Institutions holding DFS in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Management Associates0$00.00%−1,570−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−1,123−100.0%Sold out
Interactive Financial Advisors0$00.00%−900−100.0%Sold out
One Wealth Advisors, LLC0$00.00%−864−100.0%Sold out
Sentry Investment Management LLC0$00.00%−817−100.0%Sold out
American National Bank0$00.00%−744−100.0%Sold out
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.0$00.00%−620−100.0%Sold out
Caas Capital Management LP0$00.00%−600−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−477−100.0%Sold out
Coppell Advisory Solutions Corp.0$00.00%−477−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−225−100.0%Sold out
Mount Lucas Management LP0$00.00%−238−100.0%Sold out
Kraematon Investment Advisors, Inc0$00.00%−203−100.0%Sold out
Elequin Capital LP0$00.00%−202−100.0%Sold out
Hanson & Doremus Investment Management0$00.00%−196−100.0%Sold out
Quarry LP0$00.00%−154−100.0%Sold out
WFA of San Diego, LLC0$00.00%−150−100.0%Sold out
Comerica Securities,inc.0$00.00%−136−100.0%Sold out
Zullo Investment Group, Inc.0$00.00%−135−100.0%Sold out
Coastal Investment Advisors, Inc.0$00.00%−129−100.0%Sold out
EWG Elevate Inc.0$00.00%−128−100.0%Sold out
Macroview Investment Management LLC0$00.00%−119−100.0%Sold out
Arlington Partners LLC0$00.00%−117−100.0%Sold out
Capital Analysts, LLC0$00.00%−90−100.0%Sold out
GoalVest Advisory LLC0$00.00%−62−100.0%Sold out
Sierra Capital LLC0$00.00%−55−100.0%Sold out
Goodman Advisory Group, LLC0$00.00%−20−100.0%Sold out
Truvestments Capital LLC0$00.00%−20−100.0%Sold out
My Personal CFO, LLC0$00.00%−20−100.0%Sold out
Retirement Financial Solutions, LLC0$00.00%−18−100.0%Sold out
NewSquare Capital LLC0$00.00%−14−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−13−100.0%Sold out
MinichMacGregor Wealth Management, LLC0$00.00%−10−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−8−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−8−100.0%Sold out
McElhenny Sheffield Capital Management, LLC0$00.00%−7−100.0%Sold out
Arcus Capital Partners, LLC0$00.00%−2−100.0%Sold out
Johnson & White Wealth Management, LLC0$00.00%−3,671−100.0%Sold out
Comerica Bank––––Not filed
Cambridge Financial Group, Inc.––––Not filed
Laurel Wealth Advisors, Inc.––––Not filed
Alaska Permanent Fund Corp––––Not filed
Allstate Investment Management Co––––Not filed
Zeke Capital Advisors, LLC––––Not filed
Pendal Group Limited––––Not filed
Willner & Heller, LLC––––Not filed
Red Cedar Capital, LLC––––Not filed
Heritage Wealth Management, LLC––––Not filed
Seeyond––––Not filed
Capital Directions Investment Advisors, LLC––––Not filed
Semmax Financial Advisors Inc.––––Not filed
Sargent Bickham Lagudis LLC––––Not filed
CoreCap Advisors, LLC––––Not filed
Cornerstone Planning Group LLC––––Not filed
Tyler-Stone Wealth Management––––Not filed