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 |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 3,992 | $394.6K | 0.02% | +1,383+53.0% | Added |
| NorthRock Partners, LLC | 3,970 | $392.4K | 0.04% | −378−8.7% | Reduced |
| Patron Partners Advisors, LLC | 3,949 | $390.3K | 0.29% | +70+1.8% | Added |
| Vestmark Advisory Solutions, Inc. | 3,932 | $388.7K | 0.02% | −728−15.6% | Reduced |
| Narwhal Capital Management | 3,925 | $388.0K | 0.05% | +552+16.4% | Added |
| Personal Cfo Solutions, LLC | 3,918 | $387.2K | 0.08% | +42+1.1% | Added |
| CoreFirst Bank & Trust | 3,900 | $385.5K | 0.28% | 00.0% | Unchanged |
| City State Bank | 3,870 | $383.0K | 0.22% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,863 | $381.8K | 0.04% | +734+23.5% | Added |
| Alan B. Lancz & Associates, Inc. | 3,850 | $380.5K | 0.39% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,845 | $380.0K | 0.02% | −127−3.2% | Reduced |
| Integral Investment Advisors, Inc. | 3,829 | $378.5K | 0.27% | −763−16.6% | Reduced |
| Lazard Asset Management LLC | 3,823 | $377.0K | 0.00% | −52,253−93.2% | Reduced |
| Central Trust Co | 3,738 | $369.5K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,736 | $369.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,709 | $366.6K | 0.02% | +78+2.1% | Added |
| Resources Investment Advisors, LLC. | 3,701 | $365.9K | 0.01% | +3,701 | New |
| Wealth Enhancement Advisory Services, LLC | 3,695 | $365.2K | 0.00% | +3,695 | New |
| Spire Wealth Management | 3,694 | $365.1K | 0.01% | +1,976+115.0% | Added |
| Kolinsky Wealth Management, LLC | 3,650 | $361.0K | 0.38% | +61+1.7% | Added |
| Allworth Financial LP | 3,652 | $361.0K | 0.00% | +2,078+132.0% | Added |
| FDx Advisors, Inc. | 3,682 | $360.0K | 0.02% | 00.0% | Unchanged |
| Affiance Financial, LLC | 3,626 | $358.4K | 0.19% | +10.0% | Added |
| Y.D. More Investments Ltd | 3,606 | $356.4K | 0.09% | −1,645−31.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,600 | $355.8K | 0.03% | 00.0% | Unchanged |
| Paloma Partners Management Co | 3,580 | $353.8K | 0.08% | −5,797−61.8% | Reduced |
| Ameritas Investment Partners, Inc. | 3,562 | $352.1K | 0.01% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 3,520 | $347.9K | 0.17% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,518 | $347.7K | 0.03% | +722+25.8% | Added |
| World Equity Group, Inc. | 19,638 | $343.9K | 0.06% | +19,638 | New |
| Atlantic Union Bankshares Corp | 3,468 | $342.8K | 0.04% | +3,468 | New |
| Pennsylvania Capital Management Inc | 3,416 | $337.6K | 0.16% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 3,353 | $331.4K | 0.08% | +4+0.1% | Added |
| Vantage Consulting Group Inc | 3,325 | $328.6K | 0.19% | 00.0% | Unchanged |
| Syntax Advisors, LLC | 3,325 | $328.6K | 0.25% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 3,309 | $327.1K | 0.29% | −813−19.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,297 | $326.0K | 0.03% | −19,821−85.7% | Reduced |
| Cigna Investments Inc | 3,301 | $326.0K | 0.07% | −74−2.2% | Reduced |
| Pflug Koory, LLC | 3,285 | $324.7K | 0.18% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,250 | $321.2K | 0.02% | +140+4.5% | Added |
| Silvercrest Asset Management Group LLC | 3,240 | $320.2K | 0.00% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 3,240 | $320.2K | 0.06% | +233+7.7% | Added |
| HCR Wealth Advisors | 3,221 | $318.4K | 0.06% | 00.0% | Unchanged |
| Central Bank & Trust Co | 3,214 | $317.7K | 0.06% | +75+2.4% | Added |
| Global Retirement Partners, LLC | 3,304 | $316.5K | 0.02% | +1,944+142.9% | Added |
| M Holdings Securities, Inc. | 3,180 | $314.0K | 0.03% | −95−2.9% | Reduced |
| Trust Asset Management LLC | 3,128 | $309.2K | 0.03% | −79−2.5% | Reduced |
| Chicago Wealth Management, Inc. | 3,123 | $308.7K | 0.25% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,118 | $308.2K | 0.01% | +96+3.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,111 | $308.0K | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,110 | $307.4K | 0.03% | +521+20.1% | Added |
| Perpetual Ltd | 3,109 | $307.3K | 0.00% | +3,109 | New |
| 3Chopt Investment Partners, LLC | 3,098 | $306.2K | 0.16% | +723+30.4% | Added |
| Alps Advisors Inc | 3,090 | $305.4K | 0.00% | −114−3.6% | Reduced |
| Argent Trust Co | 3,083 | $304.7K | 0.02% | −253−7.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 3,067 | $303.1K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,042 | $300.7K | 0.01% | −502−14.2% | Reduced |
| Arbor Investment Advisors, LLC | 3,001 | $296.6K | 0.05% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 2,989 | $295.4K | 0.59% | +563+23.2% | Added |
| Wedmont Private Capital | 3,006 | $295.1K | 0.04% | +3,006 | New |
| DoubleLine ETF Adviser LP | 2,965 | $293.1K | 0.12% | −889−23.1% | Reduced |
| Wealth Management Associates, Inc. | 2,965 | $293.1K | 0.18% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 2,935 | $290.1K | 0.09% | −72−2.4% | Reduced |
| Mutual Advisors, LLC | 2,931 | $289.7K | 0.01% | −56−1.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 2,900 | $286.6K | 0.07% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 2,896 | $286.2K | 0.08% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 2,869 | $283.6K | 0.10% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 2,844 | $281.1K | 0.00% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 2,832 | $279.9K | 0.02% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,822 | $279.0K | 0.09% | +544+23.9% | Added |
| Echo Street Capital Management LLC | 2,822 | $278.9K | 0.00% | −494−14.9% | Reduced |
| Independent Financial Group, LLC | 2,806 | $277.3K | 0.02% | +88+3.2% | Added |
| Hunter Associates Investment Management LLC | 2,800 | $277.0K | 0.06% | −25−0.9% | Reduced |
| Montag A & Associates Inc | 2,789 | $275.7K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,781 | $274.8K | 0.02% | +13+0.5% | Added |
| Capital International Inc | 2,768 | $273.6K | 0.01% | +347+14.3% | Added |
| Transform Wealth, LLC | 2,759 | $272.7K | 0.03% | −143−4.9% | Reduced |
| Interchange Capital Partners, LLC | 2,763 | $271.5K | 0.15% | +2,763 | New |
| Trust Co of Vermont | 2,723 | $269.1K | 0.02% | +1,215+80.6% | Added |
| Bridgefront Capital, LLC | 2,722 | $269.0K | 0.16% | +2,722 | New |
| Roberts Glore & Co Inc | 2,718 | $268.6K | 0.09% | −25−0.9% | Reduced |
| Apollon Wealth Management, LLC | 2,717 | $268.5K | 0.02% | +154+6.0% | Added |
| Change Path, LLC | 2,709 | $268.0K | 0.01% | −180−6.2% | Reduced |
| Moody National Bank Trust Division | 2,691 | $266.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,675 | $264.4K | 0.00% | −10.0% | Reduced |
| Mayflower Financial Advisors, LLC | 2,648 | $261.7K | 0.03% | +7+0.3% | Added |
| Relyea Zuckerberg Hanson LLC | 2,645 | $261.4K | 0.06% | −3−0.1% | Reduced |
| Laurion Capital Management LP | 2,643 | $261.2K | 0.01% | +2,643 | New |
| Jefferies Financial Group Inc. | 2,635 | $260.4K | 0.01% | −29,365−91.8% | Reduced |
| Advus Financial Partners, LLC | 2,632 | $260.1K | 0.11% | +2,632 | New |
| North Star Investment Management Corp. | 2,628 | $259.8K | 0.02% | +539+25.8% | Added |
| Garrison Point Advisors, LLC | 2,581 | $255.1K | 0.19% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,575 | $254.5K | 0.17% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 2,571 | $254.0K | 0.00% | −6,664−72.2% | Reduced |
| Washington Trust Co | 2,567 | $253.7K | 0.01% | −156−5.7% | Reduced |
| Beck Mack & Oliver LLC | 2,560 | $253.0K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,560 | $253.0K | 0.23% | +2,560 | New |
| KB Financial Partners, LLC | 2,560 | $253.0K | 0.07% | −472−15.6% | Reduced |
| Systematic Alpha Investments, LLC | 2,547 | $251.7K | 0.01% | 00.0% | Unchanged |
| Brookstone Capital Management | 2,451 | $251.6K | 0.00% | −16−0.6% | Reduced |