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
- 974
- +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
- 282 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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 114 | $13.3K | 0.00% | −39−25.5% | Reduced |
| DB Wealth Management Group, LLC | 113 | $13.2K | 0.01% | +1+0.9% | Added |
| Riggs Asset Managment Co. Inc. | 111 | $13.0K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 109 | $12.7K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 109 | $12.7K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 107 | $12.5K | 0.00% | −30−21.9% | Reduced |
| Founders Capital Management | 106 | $12.4K | 0.01% | −118−52.7% | Reduced |
| Valley National Advisers Inc | 95 | $12.0K | 0.00% | +10+11.8% | Added |
| Sofos Investments, Inc. | 117 | $11.9K | 0.05% | +18+18.2% | Added |
| 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 |
| Coston, McIsaac & Partners | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 96 | $11.0K | 0.00% | +96 | New |
| Community Bank, N.A. | 92 | $10.8K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 90 | $10.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 82 | $9.58K | 0.00% | +82 | New |
| Sugarloaf Wealth Management, LLC | 79 | $9.24K | 0.00% | −325−80.4% | Reduced |
| SJS Investment Consulting Inc. | 79 | $9.23K | 0.00% | −15−16.0% | Reduced |
| Baystate Wealth Management LLC | 78 | $9.18K | 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 |
| Focused Wealth Management, Inc | 74 | $8.69K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 71 | $8.30K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 65 | $8.00K | 0.00% | −1−1.5% | Reduced |
| Venturi Wealth Management, LLC | 67 | $7.83K | 0.00% | +7+11.7% | Added |
| Bangor Savings Bank | 57 | $6.66K | 0.00% | 00.0% | Unchanged |
| Motco | 57 | $6.66K | 0.00% | +57 | New |
| Moisand Fitzgerald Tamayo, LLC | 56 | $6.54K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 56 | $6.54K | 0.00% | +56 | New |
| Highlander Capital Management, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 50 | $5.89K | 0.00% | +50 | New |
| Estabrook Capital Management | 50 | $5.84K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 50 | $5.84K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 50 | $5.84K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 54 | $5.65K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 45 | $5.26K | 0.00% | −127−73.8% | Reduced |
| Rosenberg Matthew Hamilton | 44 | $5.14K | 0.00% | −87−66.4% | Reduced |
| SkyView Investment Advisors, LLC | 41 | $5.00K | 0.00% | −7,079−99.4% | Reduced |
| Horan Securities, Inc. | 42 | $4.91K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 42 | $4.91K | 0.00% | +42 | New |
| Coastal Capital Group, Inc. | 39 | $4.56K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 39 | $4.56K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 38 | $4.48K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 37 | $4.32K | 0.00% | −8−17.8% | Reduced |
| 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 |
| Grove Bank & Trust | 34 | $3.97K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 31 | $3.62K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 29 | $3.39K | 0.00% | +17+141.7% | Added |
| Hexagon Capital Partners LLC | 28 | $3.27K | 0.00% | −2−6.7% | Reduced |
| Abound Wealth Management | 27 | $3.16K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $3.15K | 0.00% | +3+12.5% | Added |
| Crewe Advisors LLC | 25 | $2.92K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 24 | $2.82K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 21 | $2.45K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $2.22K | 0.00% | +19 | 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 |
| 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 |
| Wolff Wiese Magana LLC | 15 | $1.75K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 11 | $1.29K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $1.00K | 0.00% | +10 | New |
| Fiduciary Alliance LLC | 8 | $935 | 0.00% | +8 | New |
| JJJ Advisors Inc. | 7 | $818 | 0.00% | +3+75.0% | Added |
| Colonial Trust Advisors | 1 | $117 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 202,035 | $73 | 0.01% | +202,035 | New |
| Lansing Street Advisors | 0 | $24 | 0.00% | 0 | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −837,364−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −168,478−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −164,800−100.0% | Sold out |
| Herr Investment Group LLC | 0 | $0 | 0.00% | −133,528−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −92,474−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −74,850−100.0% | Sold out |
| Azimuth Capital Investment Management LLC | 0 | $0 | 0.00% | −74,645−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −73,600−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −70,540−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −65,745−100.0% | Sold out |
| Forge First Asset Management Inc. | 0 | $0 | 0.00% | −58,000−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −54,178−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −52,500−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −51,017−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −24,760−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −23,924−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −23,004−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −22,193−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −19,585−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −18,148−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −14,706−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −8,147−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |