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 |
|---|---|---|---|---|---|
| Sciencast Management LP | 6,895 | $810.7K | 0.66% | +95+1.4% | Added |
| Bleakley Financial Group, LLC | 7,001 | $818.0K | 0.03% | +12+0.2% | Added |
| JT Stratford LLC | 7,007 | $818.8K | 0.22% | +1,903+37.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,091 | $829.0K | 0.04% | −680−8.8% | Reduced |
| Strategy Asset Managers LLC | 7,121 | $832.1K | 0.18% | +374+5.5% | Added |
| Denali Advisors LLC | 7,123 | $832.3K | 0.29% | +1,399+24.4% | Added |
| First Hawaiian Bank | 7,175 | $838.4K | 0.03% | −9−0.1% | Reduced |
| Bridgewater Associates, LP | 7,219 | $843.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,239 | $845.9K | 0.02% | +592+8.9% | Added |
| True Wealth Design, LLC | 7,258 | $848.1K | 0.31% | +13+0.2% | Added |
| Versor Investments LP | 7,314 | $854.6K | 0.15% | −464−6.0% | Reduced |
| Old National Bancorp | 7,366 | $860.7K | 0.02% | −1,474−16.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,425 | $868.0K | 0.02% | +922+14.2% | Added |
| Diligent Investors, LLC | 7,437 | $869.0K | 0.26% | −50−0.7% | Reduced |
| Epoch Investment Partners, Inc. | 7,530 | $879.9K | 0.01% | −200−2.6% | Reduced |
| Westpac Banking Corp | 7,635 | $892.1K | 0.06% | −24,127−76.0% | Reduced |
| Advisory Services Network, LLC | 7,665 | $895.7K | 0.02% | −1,224−13.8% | Reduced |
| Verdence Capital Advisors LLC | 7,829 | $914.8K | 0.11% | +1,077+16.0% | Added |
| Smith, Moore & Co. | 7,847 | $916.9K | 0.12% | −161−2.0% | Reduced |
| Diversified Trust Co | 7,970 | $931.3K | 0.03% | +1,981+33.1% | Added |
| Birch Capital Management, LLC | 7,981 | $932.6K | 0.57% | +39+0.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,010 | $936.0K | 0.02% | −383−4.6% | Reduced |
| Cynosure Management, LLC | 8,013 | $936.3K | 0.28% | +8,013 | New |
| Meeder Advisory Services, Inc. | 8,039 | $939.3K | 0.10% | +334+4.3% | Added |
| Dynamic Technology Lab Private Ltd | 8,048 | $940.0K | 0.12% | +4,751+144.1% | Added |
| Paradigm Asset Management Co LLC | 8,059 | $941.7K | 0.25% | −5,400−40.1% | Reduced |
| Covenant Partners, LLC | 8,180 | $955.8K | 0.35% | 00.0% | Unchanged |
| Intrust Bank NA | 8,222 | $960.7K | 0.12% | −223−2.6% | Reduced |
| Vista Investment Management | 8,283 | $967.9K | 0.49% | +215+2.7% | Added |
| Peapack Gladstone Financial Corp | 8,403 | $982.0K | 0.02% | −339−3.9% | Reduced |
| Ritholtz Wealth Management | 8,482 | $991.1K | 0.04% | +3,922+86.0% | Added |
| Quantinno Capital Management LP | 8,541 | $998.0K | 0.06% | +2,709+46.5% | Added |
| Summit Financial, LLC | 8,625 | $1.01M | 0.07% | −1,064−11.0% | Reduced |
| Lincoln National Corp | 8,641 | $1.01M | 0.02% | +96+1.1% | Added |
| Atria Investments LLC | 8,646 | $1.01M | 0.02% | −10,505−54.9% | Reduced |
| Tiaa, FSB | 8,718 | $1.02M | 0.00% | +602+7.4% | Added |
| Raymond James Trust N.A. | 8,780 | $1.03M | 0.03% | −243−2.7% | Reduced |
| United Capital Financial Advisers, LLC | 8,798 | $1.03M | 0.01% | +256+3.0% | Added |
| Fortem Financial Group, LLC | 8,863 | $1.04M | 0.61% | +1,250+16.4% | Added |
| Empirical Finance, LLC | 8,921 | $1.04M | 0.08% | +859+10.7% | Added |
| Bessemer Group Inc | 9,021 | $1.05M | 0.00% | +3,786+72.3% | Added |
| River Street Advisors LLC | 9,084 | $1.06M | 1.01% | −324−3.4% | Reduced |
| Horizon Investments, LLC | 9,090 | $1.06M | 0.03% | −708−7.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,116 | $1.06M | 0.08% | −385−4.1% | Reduced |
| Pearl River Capital, LLC | 9,126 | $1.07M | 0.17% | −4,454−32.8% | Reduced |
| CWM, LLC | 9,135 | $1.07M | 0.01% | +288+3.3% | Added |
| Pitcairn Co | 9,256 | $1.08M | 0.09% | +4,663+101.5% | Added |
| Steward Partners Investment Advisory, LLC | 9,262 | $1.08M | 0.02% | −205−2.2% | Reduced |
| Buckley Wealth Management, LLC | 9,370 | $1.09M | 0.37% | +1,590+20.4% | Added |
| AIA Group Ltd | 9,400 | $1.10M | 0.05% | +9,400 | New |
| Burns J W & Co Inc | 9,421 | $1.10M | 0.18% | 00.0% | Unchanged |
| Intech Investment Management LLC | 9,475 | $1.11M | 0.01% | −57,030−85.8% | Reduced |
| Ziegler Capital Management, LLC | 9,523 | $1.11M | 0.04% | +58+0.6% | Added |
| Brown Advisory Inc | 9,568 | $1.12M | 0.00% | −480−4.8% | Reduced |
| Cohen Klingenstein LLC | 9,600 | $1.12M | 0.05% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 9,732 | $1.14M | 0.01% | +9,732 | New |
| Cyndeo Wealth Partners, LLC | 9,738 | $1.14M | 0.12% | −7,582−43.8% | Reduced |
| Boston Private Wealth LLC | 9,802 | $1.15M | 0.02% | +196+2.0% | Added |
| Bailard, Inc. | 9,859 | $1.15M | 0.04% | −863−8.0% | Reduced |
| Alberta Investment Management Corp | 9,900 | $1.16M | 0.01% | 00.0% | Unchanged |
| IFG Advisors, LLC | 9,929 | $1.16M | 0.41% | 00.0% | Unchanged |
| Savant Capital, LLC | 10,108 | $1.18M | 0.02% | +2,243+28.5% | Added |
| Sawtooth Solutions, LLC | 10,240 | $1.20M | 0.03% | −2,250−18.0% | Reduced |
| Laurion Capital Management LP | 10,299 | $1.20M | 0.05% | +7,656+289.7% | Added |
| Rowland & Co Investment Counsel | 10,473 | $1.22M | 0.29% | −200−1.9% | Reduced |
| Van Eck Associates Corp | 10,491 | $1.23M | 0.00% | +4,439+73.3% | Added |
| Sumitomo Life Insurance Co | 10,509 | $1.23M | 0.05% | −990−8.6% | Reduced |
| DuPont Capital Management Corp | 10,542 | $1.23M | 0.06% | −2,695−20.4% | Reduced |
| Bayesian Capital Management, LP | 10,600 | $1.24M | 0.13% | +10,600 | New |
| Galvin, Gaustad & Stein, LLC | 10,643 | $1.24M | 0.12% | −35−0.3% | Reduced |
| Two Sigma Investments, LP | 10,700 | $1.25M | 0.00% | −16,527−60.7% | Reduced |
| Umb Bank N A | 10,722 | $1.25M | 0.02% | −480−4.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,763 | $1.26M | 0.00% | −14,750−57.8% | Reduced |
| Metis Global Partners, LLC | 10,837 | $1.27M | 0.07% | −133−1.2% | Reduced |
| Atria Wealth Solutions, Inc. | 10,974 | $1.28M | 0.02% | +2,267+26.0% | Added |
| AE Wealth Management LLC | 10,998 | $1.29M | 0.01% | −3,052−21.7% | Reduced |
| Metropolitan Life Insurance Co | 11,066 | $1.29M | 0.06% | −875−7.3% | Reduced |
| Narwhal Capital Management | 11,073 | $1.29M | 0.15% | +7,148+182.1% | Added |
| Kestra Private Wealth Services, LLC | 11,187 | $1.31M | 0.04% | −579−4.9% | Reduced |
| Kendall Capital Management | 11,470 | $1.34M | 0.59% | +1,495+15.0% | Added |
| Atlantic Union Bankshares Corp | 11,492 | $1.34M | 0.13% | +8,024+231.4% | Added |
| Banque Pictet & Cie SA | 11,805 | $1.38M | 0.01% | +11,805 | New |
| DF Dent & Co Inc | 11,805 | $1.38M | 0.02% | −66−0.6% | Reduced |
| Clear Harbor Asset Management, LLC | 11,820 | $1.38M | 0.14% | +9+0.1% | Added |
| E. Ohman J:or Asset Management AB | 11,900 | $1.39M | 0.05% | +1,000+9.2% | Added |
| PEAK6 Investments LLC | 11,955 | $1.40M | 0.12% | −16,186−57.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,049 | $1.41M | 0.15% | −1,200−9.1% | Reduced |
| Private Advisor Group, LLC | 12,443 | $1.41M | 0.01% | +467+3.9% | Added |
| Prudential PLC | 12,189 | $1.42M | 0.02% | −51,992−81.0% | Reduced |
| Two Sigma Securities, LLC | 12,254 | $1.43M | 0.12% | −7,730−38.7% | Reduced |
| Trust Investment Advisors | 12,299 | $1.44M | 1.16% | +622+5.3% | Added |
| Eagle Bluffs Wealth Management LLC | 12,347 | $1.44M | 1.11% | +362+3.0% | Added |
| Norinchukin Bank, The | 12,623 | $1.47M | 0.02% | −982−7.2% | Reduced |
| Valicenti Advisory Services Inc | 12,654 | $1.48M | 0.47% | −10,762−46.0% | Reduced |
| Midwest Professional Planners, LTD. | 13,005 | $1.52M | 0.67% | +167+1.3% | Added |
| New Mexico Educational Retirement Board | 13,011 | $1.52M | 0.07% | +400+3.2% | Added |
| SYSTM Wealth Solutions LLC | 13,256 | $1.55M | 0.21% | −13,538−50.5% | Reduced |
| Veritable, L.P. | 13,554 | $1.58M | 0.03% | −961−6.6% | Reduced |
| Veriti Management LLC | 13,856 | $1.62M | 0.18% | −888−6.0% | Reduced |
| Moody Aldrich Partners LLC | 13,923 | $1.63M | 0.32% | 00.0% | Unchanged |