Discover Financial Services
DFSDelisted- Industry
- Personal Credit Institutions
- SEC CIK
- 0001393612
Discover Financial Services was delisted in 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 $37.5B in total; superinvestors Third Point and Maverick Capital held it.
13F holders, Q2 2023
Institutional positions in Discover Financial Services as of Jun 30, 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
- 975
- +24 vs. Q1 2023
- Shares held
- 212.3M
- −4.04M (−1.9%) vs. Q1 2023
- Total value
- $24.7B
- +$3.50B (+16.5%) vs. Q1 2023
- New holders
- 97
- 283 more added
- Sold out
- 73
- 426 more reduced
7 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 3 | $4.45M |
| Q2 2025 | 10 | $15.3M |
| Q1 2025 | 1,176 | $37.5B |
| Q4 2024 | 1,173 | $37.7B |
| Q3 2024 | 1,061 | $30.2B |
| Q2 2024 | 1,030 | $28.0B |
| Q1 2024 | 1,036 | $29.4B |
| Q4 2023 | 979 | $25.2B |
| Q3 2023 | 908 | $18.3B |
| Q2 2023 | 975 | $24.7B |
| Q1 2023 | 958 | $21.9B |
| Q4 2022 | 980 | $21.9B |
| Q3 2022 | 927 | $20.7B |
| Q2 2022 | 944 | $21.8B |
| Q1 2022 | 953 | $26.1B |
| Q4 2021 | 983 | $28.4B |
| Q3 2021 | 946 | $30.8B |
| Q2 2021 | 927 | $30.6B |
| Q1 2021 | 898 | $24.9B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 33,106,766 | $3.87B | 0.09% | −1,648,674−4.7% | Reduced |
| Capital World Investors | 21,119,404 | $2.47B | 0.47% | −147,658−0.7% | Reduced |
| BlackRock Inc. | 18,043,464 | $2.11B | 0.06% | −915,556−4.8% | Reduced |
| State Street Corp | 10,659,507 | $1.25B | 0.07% | −335,083−3.0% | Reduced |
| Boston Partners | 5,495,131 | $640.8M | 0.86% | −82,720−1.5% | Reduced |
| Geode Capital Management, LLC | 5,459,028 | $636.8M | 0.07% | −171,957−3.1% | Reduced |
| FMR LLC | 5,448,350 | $636.6M | 0.05% | −293,953−5.1% | Reduced |
| Morgan Stanley | 4,618,068 | $539.6M | 0.05% | −12,062−0.3% | Reduced |
| Capital Research Global Investors | 4,244,530 | $496.0M | 0.13% | +4,244,530 | New |
| Arrowstreet Capital, Limited Partnership | 3,633,251 | $424.5M | 0.52% | +1,386,794+61.7% | Added |
| Dimensional Fund Advisors LP | 3,323,219 | $388.4M | 0.12% | +377,737+12.8% | Added |
| Norges Bank | 3,183,144 | $372.0M | 0.07% | −48,967−1.5% | Reduced |
| Southpoint Capital Advisors LP | 2,572,634 | $300.6M | 6.52% | +72,634+2.9% | Added |
| Northern Trust Corp | 2,557,720 | $298.9M | 0.06% | −390,895−13.3% | Reduced |
| Barclays PLC | 2,150,480 | $251.3M | 0.16% | +291,306+15.7% | Added |
| Principal Financial Group Inc | 2,009,513 | $234.8M | 0.16% | −20,480−1.0% | Reduced |
| Bank of New York Mellon Corp | 2,001,548 | $233.9M | 0.05% | −153,780−7.1% | Reduced |
| Ameriprise Financial Inc | 1,999,587 | $233.7M | 0.07% | −158,691−7.4% | Reduced |
| LSV Asset Management | 1,962,239 | $229.3M | 0.51% | −13,520−0.7% | Reduced |
| JPMorgan Chase & Co | 1,948,338 | $227.7M | 0.03% | +195,099+11.1% | Added |
| Legal & General Group Plc | 1,889,118 | $220.7M | 0.07% | −128,665−6.4% | Reduced |
| Primecap Management Co | 1,841,129 | $215.1M | 0.18% | −176,010−8.7% | Reduced |
| Nuveen Asset Management, LLC | 1,764,513 | $206.2M | 0.07% | −731,989−29.3% | Reduced |
| Goldman Sachs Group Inc | 1,729,473 | $202.1M | 0.05% | −171,290−9.0% | Reduced |
| Invesco Ltd. | 1,706,373 | $199.4M | 0.05% | −123,959−6.8% | Reduced |
| Capital International Investors | 1,702,439 | $198.9M | 0.05% | +1340.0% | Added |
| First Trust Advisors LP | 1,655,082 | $193.4M | 0.22% | −333,730−16.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,609,286 | $188.0M | 0.05% | −52,760−3.2% | Reduced |
| UBS Group AG | 1,525,015 | $178.2M | 0.08% | +29,566+2.0% | Added |
| Deutsche Bank AG | 1,475,226 | $172.4M | 0.09% | +131,968+9.8% | Added |
| Rockefeller Capital Management L.P. | 1,444,142 | $167.8M | 0.65% | −568,704−28.3% | Reduced |
| Balyasny Asset Management LLC | 1,210,298 | $141.4M | 0.39% | +142,346+13.3% | Added |
| Nordea Investment Management AB | 1,124,157 | $132.6M | 0.18% | −13,523−1.2% | Reduced |
| Turtle Creek Asset Management Inc. | 1,122,155 | $131.1M | 3.76% | −108,650−8.8% | Reduced |
| Bank of America Corp | 1,075,139 | $125.6M | 0.01% | −124,518−10.4% | Reduced |
| Marshfield Associates | 1,046,601 | $122.3M | 3.18% | +1,046,601 | New |
| UBS Asset Management Americas Inc | 1,177,408 | $116.4M | 0.06% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 956,227 | $111.7M | 0.05% | −1,614,489−62.8% | Reduced |
| Cooke & Bieler LP | 953,811 | $111.5M | 1.04% | −11,509−1.2% | Reduced |
| Eminence Capital, LP | 944,766 | $110.4M | 1.98% | −406,341−30.1% | Reduced |
| HSBC Holdings PLC | 943,307 | $110.2M | 0.12% | +484,638+105.7% | Added |
| Swiss National Bank | 936,690 | $109.5M | 0.07% | +936,690 | New |
| Allspring Global Investments Holdings, LLC | 910,146 | $106.4M | 0.17% | −212,075−18.9% | Reduced |
| Macquarie Group Ltd | 887,846 | $103.7M | 0.12% | +397,824+81.2% | Added |
| Allianz Asset Management GmbH | 858,087 | $100.3M | 0.21% | −121,455−12.4% | Reduced |
| Price T Rowe Associates Inc | 832,195 | $97.2M | 0.01% | −120,336−12.6% | Reduced |
| Holocene Advisors, LP | 813,302 | $95.0M | 0.42% | +807,823+14,744.0% | Added |
| Millennium Management LLC | 798,122 | $93.3M | 0.10% | +130,083+19.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 659,823 | $77.1M | 0.06% | −120,419−15.4% | Reduced |
| CI Private Wealth, LLC | 640,929 | $74.9M | 0.17% | +299,127+87.5% | Added |
| Royal Bank of Canada | 612,323 | $71.5M | 0.02% | +178,602+41.2% | Added |
| Truist Financial Corp | 577,592 | $67.5M | 0.11% | −586,421−50.4% | Reduced |
| APG Asset Management N.V. | 616,931 | $66.1M | 0.13% | −74,815−10.8% | Reduced |
| D. E. Shaw & Co., Inc. | 557,543 | $65.1M | 0.10% | −493,233−46.9% | Reduced |
| 140 Summer Partners LP | 533,039 | $62.3M | 13.83% | −126,800−19.2% | Reduced |
| Rhumbline Advisers | 530,762 | $62.0M | 0.07% | −17,326−3.2% | Reduced |
| Amundi | 511,624 | $60.4M | 0.03% | −138,252−21.3% | Reduced |
| AustralianSuper Pty Ltd | 513,761 | $60.0M | 0.38% | +322,696+168.9% | Added |
| California Public Employees Retirement System | 504,597 | $59.0M | 0.05% | −48,859−8.8% | Reduced |
| Victory Capital Management Inc | 479,152 | $56.0M | 0.06% | +2,603+0.5% | Added |
| Schroder Investment Management Group | 468,427 | $54.7M | 0.08% | −70,225−13.0% | Reduced |
| Manufacturers Life Insurance Company, The | 468,419 | $54.7M | 0.03% | −15,411−3.2% | Reduced |
| Bank of Montreal | 464,440 | $54.4M | 0.02% | +57,533+14.1% | Added |
| Credit Suisse AG | 459,896 | $53.7M | 0.05% | −17,732−3.7% | Reduced |
| Thrivent Financial for Lutherans | 453,862 | $53.0M | 0.12% | −38,280−7.8% | Reduced |
| National Bank of Canada | 420,828 | $49.7M | 0.10% | +377,207+864.7% | Added |
| O'Shaughnessy Asset Management, LLC | 421,161 | $49.2M | 0.73% | +33,764+8.7% | Added |
| California State Teachers Retirement System | 412,117 | $48.2M | 0.07% | −31,860−7.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 410,033 | $47.9M | 0.22% | +114,017+38.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 394,552 | $46.1M | 0.11% | −25,109−6.0% | Reduced |
| National Pension Service | 383,729 | $45.2M | 0.07% | −25,414−6.2% | Reduced |
| Rathbone Brothers plc | 386,134 | $45.1M | 0.42% | +37,603+10.8% | Added |
| Bruni J V & Co | 385,157 | $45.0M | 5.97% | −1,506−0.4% | Reduced |
| M&G Investment Management Ltd | 375,277 | $43.9M | 0.18% | +3,175+0.9% | Added |
| Wells Fargo & Company | 375,200 | $43.8M | 0.01% | −22,845−5.7% | Reduced |
| Brandywine Global Investment Management, LLC | 372,058 | $43.5M | 0.36% | −14,394−3.7% | Reduced |
| Moore Capital Management, LP | 367,956 | $43.0M | 1.05% | +163,920+80.3% | Added |
| Assenagon Asset Management S.A. | 360,754 | $42.2M | 0.17% | +346,167+2,373.1% | Added |
| Robeco Institutional Asset Management B.V. | 359,042 | $42.0M | 0.11% | −151,610−29.7% | Reduced |
| Waters Parkerson & Co., LLC | 350,140 | $40.9M | 2.31% | −1,079−0.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 346,559 | $40.5M | 2.60% | +5,519+1.6% | Added |
| Employees Retirement System of Texas | 333,000 | $38.9M | 0.53% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 332,494 | $38.9M | 0.02% | −11,046−3.2% | Reduced |
| New York State Teachers Retirement System | 324,110 | $37.9M | 0.09% | −26,216−7.5% | Reduced |
| KBC Group NV | 321,719 | $37.6M | 0.15% | +92,997+40.7% | Added |
| State Board of Administration of Florida Retirement System | 304,906 | $35.6M | 0.08% | −41,995−12.1% | Reduced |
| Ensign Peak Advisors, Inc | 302,280 | $35.3M | 0.07% | −41,947−12.2% | Reduced |
| Wedge Capital Management L L P | 293,987 | $34.4M | 0.55% | −16,570−5.3% | Reduced |
| Korea Investment CORP | 289,304 | $33.8M | 0.09% | −122,293−29.7% | Reduced |
| Man Group plc | 285,758 | $33.4M | 0.10% | – | – |
| Cerity Partners LLC | 277,316 | $32.4M | 0.13% | −1,111−0.4% | Reduced |
| Great West Life Assurance Co | 266,445 | $31.3M | 0.07% | −12,622−4.5% | Reduced |
| Prudential Financial Inc | 264,629 | $30.9M | 0.04% | −24,523−8.5% | Reduced |
| AQR Capital Management LLC | 259,764 | $30.4M | 0.06% | −119,245−31.5% | Reduced |
| New York State Common Retirement Fund | 255,943 | $29.9M | 0.04% | −17,075−6.3% | Reduced |
| Citigroup Inc | 253,664 | $29.6M | 0.04% | −12,736−4.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 252,938 | $29.6M | 0.06% | −127,270−33.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 246,411 | $28.8M | 2.00% | +456+0.2% | Added |
| Raymond James & Associates | 245,243 | $28.7M | 0.02% | −32,426−11.7% | Reduced |
| Associated Banc-Corp | 242,676 | $28.4M | 1.07% | −28,179−10.4% | Reduced |