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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Lansing Street Advisors | 0 | $24 | 0.00% | 0 | Unchanged |
| Comerica Bank | 202,035 | $73 | 0.01% | +202,035 | New |
| Colonial Trust Advisors | 1 | $117 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 7 | $818 | 0.00% | +3+75.0% | Added |
| Fiduciary Alliance LLC | 8 | $935 | 0.00% | +8 | New |
| Harvest Fund Management Co., Ltd | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $1.00K | 0.00% | +10 | New |
| Delos Wealth Advisors, LLC | 11 | $1.29K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $1.75K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 20 | $2.00K | 0.00% | +20 | New |
| Safeguard Financial, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Manchester Capital Management LLC | 18 | $2.10K | 0.00% | −29−61.7% | Reduced |
| Center for Financial Planning, Inc. | 18 | $2.10K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $2.22K | 0.00% | +19 | New |
| Eagle Bay Advisors LLC | 21 | $2.45K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 24 | $2.82K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 25 | $2.92K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $3.15K | 0.00% | +3+12.5% | Added |
| Abound Wealth Management | 27 | $3.16K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 28 | $3.27K | 0.00% | −2−6.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 29 | $3.39K | 0.00% | +17+141.7% | Added |
| Tfo-TDC, LLC | 31 | $3.62K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 34 | $3.97K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 35 | $4.00K | 0.00% | +5+16.7% | Added |
| Centerpoint Advisors, LLC | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 30 | $4.00K | 0.00% | +30 | New |
| Disciplined Investments, LLC | 37 | $4.32K | 0.00% | −8−17.8% | Reduced |
| Colonial Trust Co | 38 | $4.48K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 39 | $4.56K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 39 | $4.56K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 42 | $4.91K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 42 | $4.91K | 0.00% | +42 | New |
| SkyView Investment Advisors, LLC | 41 | $5.00K | 0.00% | −7,079−99.4% | Reduced |
| Rosenberg Matthew Hamilton | 44 | $5.14K | 0.00% | −87−66.4% | Reduced |
| Lee Financial Co | 45 | $5.26K | 0.00% | −127−73.8% | Reduced |
| Mascoma Wealth Management LLC | 54 | $5.65K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 50 | $5.84K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 50 | $5.84K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 50 | $5.84K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 50 | $5.89K | 0.00% | +50 | New |
| Highlander Capital Management, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 56 | $6.54K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 56 | $6.54K | 0.00% | +56 | New |
| Bangor Savings Bank | 57 | $6.66K | 0.00% | 00.0% | Unchanged |
| Motco | 57 | $6.66K | 0.00% | +57 | New |
| Venturi Wealth Management, LLC | 67 | $7.83K | 0.00% | +7+11.7% | Added |
| Front Row Advisors LLC | 65 | $8.00K | 0.00% | −1−1.5% | Reduced |
| JDM Financial Group LLC | 71 | $8.30K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 74 | $8.69K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 75 | $8.76K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 75 | $8.76K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 75 | $8.76K | 0.00% | +75 | New |
| Baystate Wealth Management LLC | 78 | $9.18K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 79 | $9.23K | 0.00% | −15−16.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 79 | $9.24K | 0.00% | −325−80.4% | Reduced |
| HHM Wealth Advisors, LLC | 82 | $9.58K | 0.00% | +82 | New |
| Ogorek Anthony Joseph | 90 | $10.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 92 | $10.8K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 96 | $11.0K | 0.00% | +96 | New |
| Washington Trust Advisors, Inc. | 100 | $11.7K | 0.00% | −36−26.5% | Reduced |
| Pinnacle Bancorp, Inc. | 100 | $11.7K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 100 | $11.7K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 117 | $11.9K | 0.05% | +18+18.2% | Added |
| Valley National Advisers Inc | 95 | $12.0K | 0.00% | +10+11.8% | Added |
| Founders Capital Management | 106 | $12.4K | 0.01% | −118−52.7% | Reduced |
| Column Capital Advisors, LLC | 107 | $12.5K | 0.00% | −30−21.9% | Reduced |
| Peoples Financial Services Corp. | 109 | $12.7K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 109 | $12.7K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 111 | $13.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 113 | $13.2K | 0.01% | +1+0.9% | Added |
| SRS Capital Advisors, Inc. | 114 | $13.3K | 0.00% | −39−25.5% | Reduced |
| Addison Advisors LLC | 116 | $13.6K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 116 | $13.6K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 127 | $14.8K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 128 | $15.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 129 | $15.0K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 129 | $15.1K | 0.00% | +129 | New |
| Earnest Partners LLC | 131 | $15.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 131 | $15.3K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 152 | $17.0K | 0.01% | +152 | New |
| Legacy Bridge, LLC | 150 | $17.5K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 150 | $17.5K | 0.02% | +150 | New |
| Cape Investment Advisory, Inc. | 152 | $17.8K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 155 | $18.1K | 0.00% | +1+0.6% | Added |
| Quarry LP | 164 | $19.2K | 0.01% | +164 | New |
| Boyd Watterson Asset Management LLC | 173 | $20.2K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 176 | $20.6K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 178 | $20.8K | 0.01% | +34+23.6% | Added |
| Private Ocean, LLC | 180 | $21.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 182 | $21.3K | 0.01% | −9−4.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 185 | $21.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 184 | $22.0K | 0.00% | −117−38.9% | Reduced |
| Johnson Midwest Financial, LLC | 189 | $22.0K | 0.02% | +2+1.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 189 | $22.1K | 0.01% | +64+51.2% | Added |
| Sound Income Strategies, LLC | 194 | $22.6K | 0.00% | +151+351.2% | Added |
| Farmers & Merchants Investments Inc | 194 | $22.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 199 | $23.0K | 0.01% | +5+2.6% | Added |
| City Holding Co | 200 | $23.4K | 0.00% | 00.0% | Unchanged |