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 |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 200 | $23.4K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 200 | $23.4K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 200 | $23.4K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 201 | $23.5K | 0.02% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 221 | $25.8K | 0.01% | +221 | New |
| Compass Wealth Management LLC | 225 | $26.3K | 0.01% | −125−35.7% | Reduced |
| Resurgent Financial Advisors LLC | 226 | $26.4K | 0.02% | −3−1.3% | Reduced |
| Larson Financial Group LLC | 226 | $26.4K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 228 | $26.6K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 231 | $26.9K | 0.01% | +1+0.4% | Added |
| Tilia Fiduciary Partners, Inc. | 235 | $27.5K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 252 | $29.4K | 0.00% | +42+20.0% | Added |
| Glassman Wealth Services | 265 | $31.0K | 0.00% | +3+1.1% | Added |
| Key Financial Inc | 267 | $31.2K | 0.01% | +33+14.1% | Added |
| Sandy Spring Bank | 273 | $31.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 274 | $32.0K | 0.00% | +5+1.9% | Added |
| Cubist Systematic Strategies, LLC | 275 | $32.1K | 0.00% | −84,691−99.7% | Reduced |
| Ronald Blue Trust, Inc. | 330 | $33.0K | 0.00% | −232−41.3% | Reduced |
| Capstone Investment Advisors, LLC | 284 | $33.2K | 0.00% | −3,849−93.1% | Reduced |
| Farther Finance Advisors, LLC | 288 | $33.7K | 0.01% | +15+5.5% | Added |
| Brown, Lisle/Cummings, Inc. | 290 | $33.9K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 292 | $34.1K | 0.01% | −853−74.5% | Reduced |
| CVA Family Office, LLC | 296 | $34.6K | 0.01% | −49−14.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 300 | $35.1K | 0.02% | +300 | New |
| Thompson Siegel & Walmsley LLC | 306 | $36.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 314 | $36.7K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 331 | $39.0K | 0.02% | −192−36.7% | Reduced |
| Perkins Coie Trust Co | 338 | $39.5K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 341 | $39.8K | 0.02% | +217+175.0% | Added |
| Stephens Consulting, LLC | 350 | $40.9K | 0.02% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 347 | $41.0K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 355 | $41.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 371 | $43.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 372 | $43.5K | 0.00% | −3−0.8% | Reduced |
| Asset Dedication, LLC | 401 | $45.0K | 0.00% | −27−6.3% | Reduced |
| Adirondack Trust Co | 440 | $46.4K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 398 | $46.5K | 0.02% | +398 | New |
| Johnson Financial Group, Inc. | 400 | $46.7K | 0.00% | −227−36.2% | Reduced |
| CNB Bank | 400 | $46.7K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 404 | $47.7K | 0.01% | +404 | New |
| Brown Brothers Harriman & Co | 436 | $50.9K | 0.00% | −2,239−83.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 454 | $53.0K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 455 | $53.2K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 460 | $54.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 474 | $55.4K | 0.02% | +12+2.6% | Added |
| First Command Bank | 476 | $55.6K | 0.01% | +31+7.0% | Added |
| First Command Financial Services, Inc. | 476 | $55.6K | 0.01% | +31+7.0% | Added |
| Rise Advisors, LLC | 478 | $55.9K | 0.04% | +3+0.6% | Added |
| Hazlett, Burt & Watson, Inc. | 477 | $56.0K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 493 | $57.6K | 0.00% | −22−4.3% | Reduced |
| Optimum Investment Advisors | 500 | $58.4K | 0.03% | 00.0% | Unchanged |
| First National Bank of South Miami | 500 | $58.4K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $58.4K | 0.00% | +170+51.5% | Added |
| Carolinas Wealth Consulting LLC | 506 | $59.1K | 0.01% | +2+0.4% | Added |
| First Manhattan Co | 510 | $59.6K | 0.00% | −17−3.2% | Reduced |
| Zions Bancorporation, N.A. | 519 | $60.6K | 0.01% | −7−1.3% | Reduced |
| First PREMIER Bank | 528 | $62.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 549 | $64.2K | 0.01% | +41+8.1% | Added |
| FinTrust Capital Advisors, LLC | 659 | $64.5K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 564 | $65.9K | 0.00% | +564 | New |
| BDO Wealth Advisors, LLC | 573 | $67.0K | 0.01% | +178+45.1% | Added |
| Norwood Financial Corp | 585 | $68.4K | 0.10% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 700 | $71.9K | 0.07% | −27−3.7% | Reduced |
| M&R Capital Management Inc | 622 | $72.7K | 0.02% | 00.0% | Unchanged |
| Trust Co | 639 | $74.7K | 0.01% | +41+6.9% | Added |
| JFS Wealth Advisors, LLC | 643 | $75.2K | 0.01% | −4−0.6% | Reduced |
| Covestor Ltd | 708 | $82.0K | 0.06% | +215+43.6% | Added |
| Vestor Capital, LLC | 700 | $82.0K | 0.01% | +700 | New |
| IFP Advisors, Inc | 2,046 | $82.4K | 0.00% | +80+4.1% | Added |
| Global Financial Private Client, LLC | 700 | $82.7K | 0.04% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 709 | $83.0K | 0.02% | −1,851−72.3% | Reduced |
| Ci Investments Inc. | 728 | $85.0K | 0.00% | +14+2.0% | Added |
| Atwood & Palmer Inc | 750 | $87.6K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 777 | $90.8K | 0.00% | +777 | New |
| Benjamin Edwards Inc | 779 | $91.0K | 0.02% | −2−0.3% | Reduced |
| Alta Advisers Ltd | 800 | $93.5K | 0.05% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 835 | $97.6K | 0.00% | +4+0.5% | Added |
| Piscataqua Savings Bank | 839 | $98.0K | 0.08% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 941 | $110.0K | 0.01% | +941 | New |
| Gradient Investments LLC | 943 | $110.2K | 0.00% | +2+0.2% | Added |
| McIlrath & Eck, LLC | 945 | $110.4K | 0.02% | +34+3.7% | Added |
| Deseret Mutual Benefit Administrators | 947 | $110.7K | 0.04% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1,003 | $117.0K | 0.00% | −123−10.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,011 | $118.1K | 0.01% | +529+109.8% | Added |
| Capital Advisors, Ltd. LLC | 1,038 | $121.0K | 0.02% | +452+77.1% | Added |
| Prestige Wealth Management Group LLC | 1,065 | $124.4K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,075 | $125.6K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,121 | $131.0K | 0.02% | +55+5.2% | Added |
| GHP Investment Advisors, Inc. | 1,276 | $132.1K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,142 | $133.4K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,150 | $134.4K | 0.02% | +406+54.6% | Added |
| Proequities, Inc. | 1,221 | $142.7K | 0.01% | +34+2.9% | Added |
| EverSource Wealth Advisors, LLC | 1,224 | $143.0K | 0.02% | −317−20.6% | Reduced |
| Private Trust Co NA | 1,238 | $144.7K | 0.02% | +251+25.4% | Added |
| Webster Bank, N. A. | 1,253 | $146.4K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 1,300 | $151.9K | 0.05% | −4,350−77.0% | Reduced |
| Oakworth Capital, Inc. | 1,300 | $151.9K | 0.01% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 1,302 | $152.1K | 0.08% | −2,746−67.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,322 | $154.4K | 0.00% | −175−11.7% | Reduced |
| Leonteq Securities AG | 1,363 | $159.3K | 0.02% | −830−37.8% | Reduced |