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
- 957
- −6 vs. Q4 2022
- Shares held
- 216.9M
- −6.83M (−3.1%) vs. Q4 2022
- Total value
- $21.3B
- −$631.3M (−2.9%) vs. Q4 2022
- New holders
- 74
- 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 |
|---|---|---|---|---|---|
| Independence Bank of Kentucky | 600 | $59.3K | 0.03% | 00.0% | Unchanged |
| Trust Co | 598 | $59.1K | 0.01% | −287−32.4% | Reduced |
| Capital Advisors, Ltd. LLC | 586 | $58.0K | 0.01% | −453−43.6% | Reduced |
| Norwood Financial Corp | 585 | $57.8K | 0.09% | 00.0% | Unchanged |
| Rise Advisors, LLC | 475 | $57.0K | 0.04% | +2+0.4% | Added |
| Ellevest, Inc. | 569 | $56.2K | 0.00% | +500+724.6% | Added |
| Ronald Blue Trust, Inc. | 562 | $55.0K | 0.00% | −229−29.0% | Reduced |
| First Manhattan Co | 527 | $52.1K | 0.00% | −50−8.7% | Reduced |
| Clear Street Markets LLC | 523 | $52.0K | 0.01% | −2,825−84.4% | Reduced |
| First PREMIER Bank | 528 | $52.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 526 | $52.0K | 0.00% | −35−6.2% | Reduced |
| Heritage Wealth Advisors | 515 | $50.9K | 0.00% | −6−1.2% | Reduced |
| Lindbrook Capital, LLC | 508 | $50.2K | 0.01% | −15−2.9% | Reduced |
| Carolinas Wealth Consulting LLC | 504 | $49.8K | 0.01% | −54−9.7% | Reduced |
| First National Bank of South Miami | 500 | $49.4K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $49.4K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 493 | $49.0K | 0.04% | +51+11.5% | Added |
| Hazlett, Burt & Watson, Inc. | 477 | $48.0K | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 482 | $47.6K | 0.00% | −37−7.1% | Reduced |
| Versant Capital Management, Inc | 462 | $45.7K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 460 | $45.0K | 0.00% | −100−17.9% | Reduced |
| Centennial Bank | 455 | $45.0K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 454 | $44.9K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 445 | $44.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 445 | $44.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 440 | $43.5K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 428 | $41.0K | 0.00% | −91−17.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 404 | $40.0K | 0.01% | +331+453.4% | Added |
| CNB Bank | 400 | $39.5K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 395 | $39.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 381 | $38.0K | 0.01% | +381 | New |
| Whittier Trust Co of Nevada Inc | 375 | $37.1K | 0.00% | +9+2.5% | Added |
| Anchor Investment Management, LLC | 371 | $36.7K | 0.00% | +321+642.0% | Added |
| Armstrong Advisory Group, Inc | 355 | $35.1K | 0.00% | −35−9.0% | Reduced |
| Stephens Consulting, LLC | 350 | $34.6K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 350 | $34.6K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 345 | $34.1K | 0.01% | −100−22.5% | Reduced |
| Horizon Bancorp Inc | 347 | $34.0K | 0.02% | +150+76.1% | Added |
| Perkins Coie Trust Co | 338 | $33.4K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 330 | $32.6K | 0.00% | −372−53.0% | Reduced |
| Harbor Investment Advisory, LLC | 314 | $31.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 306 | $30.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 301 | $30.0K | 0.00% | +301 | New |
| Sageworth Trust Co of South Dakota | 294 | $29.1K | 0.07% | −176−37.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 290 | $28.7K | 0.01% | +125+75.8% | Added |
| Cutler Group LP | 280 | $27.0K | 0.00% | −17,911−98.5% | Reduced |
| Sandy Spring Bank | 273 | $27.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 273 | $27.0K | 0.01% | +21+8.3% | Added |
| Clearstead Advisors, LLC | 269 | $26.6K | 0.00% | −18−6.3% | Reduced |
| Adirondack Retirement Specialists, Inc. | 266 | $26.2K | 0.02% | +266 | New |
| Glassman Wealth Services | 262 | $25.9K | 0.00% | +31+13.4% | Added |
| Tilia Fiduciary Partners, Inc. | 235 | $23.2K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 234 | $23.1K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 230 | $22.7K | 0.01% | +1+0.4% | Added |
| Resurgent Financial Advisors LLC | 229 | $22.6K | 0.02% | −92−28.7% | Reduced |
| Sutton Wealth Advisors Inc. | 228 | $22.5K | 0.01% | −1,150−83.5% | Reduced |
| Hoese & Co LLP | 201 | $22.5K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 226 | $22.3K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 224 | $22.0K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 210 | $20.6K | 0.00% | +210 | New |
| 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 |
| Farmers & Merchants Investments Inc | 194 | $19.2K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 194 | $19.0K | 0.01% | −115−37.2% | Reduced |
| West Paces Advisors Inc. | 191 | $18.9K | 0.01% | +9+4.9% | Added |
| Johnson Midwest Financial, LLC | 187 | $18.5K | 0.03% | +1+0.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 185 | $18.3K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 180 | $17.8K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 177 | $17.5K | 0.00% | −53−23.0% | Reduced |
| Concord Wealth Partners | 176 | $17.4K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 173 | $17.1K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 172 | $17.0K | 0.00% | +123+251.0% | Added |
| Creative Financial Designs Inc | 154 | $15.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 153 | $15.1K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 152 | $15.0K | 0.01% | +152 | New |
| Bourgeon Capital Management LLC | 150 | $14.8K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 150 | $14.8K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 144 | $14.2K | 0.01% | +31+27.4% | Added |
| NVWM, LLC | 139 | $13.7K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 137 | $13.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 136 | $13.4K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 129 | $13.0K | 0.00% | 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 |
| Solstein Capital, LLC | 128 | $12.7K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 127 | $12.6K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 125 | $12.4K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 124 | $12.3K | 0.01% | +86+226.3% | Added |
| Cascade Investment Advisors, Inc. | 124 | $12.3K | 0.01% | +124 | New |
| Addison Advisors LLC | 116 | $11.5K | 0.01% | −6−4.9% | Reduced |
| Bogart Wealth, LLC | 116 | $11.5K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 112 | $11.1K | 0.01% | +1+0.9% | Added |
| Riggs Asset Managment Co. Inc. | 111 | $11.0K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 109 | $10.8K | 0.00% | +109 | New |
| Peoples Financial Services Corp. | 109 | $10.8K | 0.01% | 00.0% | Unchanged |
| Kalos Management, Inc. | 108 | $10.7K | 0.02% | +108 | New |
| Schubert & Co | 103 | $10.2K | 0.01% | +1+1.0% | Added |