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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 10,837 | $1.27M | 0.07% | −133−1.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,763 | $1.26M | 0.00% | −14,750−57.8% | Reduced |
| Umb Bank N A | 10,722 | $1.25M | 0.02% | −480−4.3% | Reduced |
| Two Sigma Investments, LP | 10,700 | $1.25M | 0.00% | −16,527−60.7% | Reduced |
| Galvin, Gaustad & Stein, LLC | 10,643 | $1.24M | 0.12% | −35−0.3% | Reduced |
| Bayesian Capital Management, LP | 10,600 | $1.24M | 0.13% | +10,600 | New |
| DuPont Capital Management Corp | 10,542 | $1.23M | 0.06% | −2,695−20.4% | Reduced |
| Sumitomo Life Insurance Co | 10,509 | $1.23M | 0.05% | −990−8.6% | Reduced |
| Van Eck Associates Corp | 10,491 | $1.23M | 0.00% | +4,439+73.3% | Added |
| Rowland & Co Investment Counsel | 10,473 | $1.22M | 0.29% | −200−1.9% | Reduced |
| Laurion Capital Management LP | 10,299 | $1.20M | 0.05% | +7,656+289.7% | Added |
| Sawtooth Solutions, LLC | 10,240 | $1.20M | 0.03% | −2,250−18.0% | Reduced |
| Savant Capital, LLC | 10,108 | $1.18M | 0.02% | +2,243+28.5% | Added |
| IFG Advisors, LLC | 9,929 | $1.16M | 0.41% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 9,900 | $1.16M | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 9,859 | $1.15M | 0.04% | −863−8.0% | Reduced |
| Boston Private Wealth LLC | 9,802 | $1.15M | 0.02% | +196+2.0% | Added |
| Cyndeo Wealth Partners, LLC | 9,738 | $1.14M | 0.12% | −7,582−43.8% | Reduced |
| Squarepoint Ops LLC | 9,732 | $1.14M | 0.01% | +9,732 | New |
| Cohen Klingenstein LLC | 9,600 | $1.12M | 0.05% | 00.0% | Unchanged |
| Brown Advisory Inc | 9,568 | $1.12M | 0.00% | −480−4.8% | Reduced |
| Ziegler Capital Management, LLC | 9,523 | $1.11M | 0.04% | +58+0.6% | Added |
| Intech Investment Management LLC | 9,475 | $1.11M | 0.01% | −57,030−85.8% | Reduced |
| Burns J W & Co Inc | 9,421 | $1.10M | 0.18% | 00.0% | Unchanged |
| AIA Group Ltd | 9,400 | $1.10M | 0.05% | +9,400 | New |
| Buckley Wealth Management, LLC | 9,370 | $1.09M | 0.37% | +1,590+20.4% | Added |
| Steward Partners Investment Advisory, LLC | 9,262 | $1.08M | 0.02% | −205−2.2% | Reduced |
| Pitcairn Co | 9,256 | $1.08M | 0.09% | +4,663+101.5% | Added |
| CWM, LLC | 9,135 | $1.07M | 0.01% | +288+3.3% | Added |
| Pearl River Capital, LLC | 9,126 | $1.07M | 0.17% | −4,454−32.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,116 | $1.06M | 0.08% | −385−4.1% | Reduced |
| Horizon Investments, LLC | 9,090 | $1.06M | 0.03% | −708−7.2% | Reduced |
| River Street Advisors LLC | 9,084 | $1.06M | 1.01% | −324−3.4% | Reduced |
| Bessemer Group Inc | 9,021 | $1.05M | 0.00% | +3,786+72.3% | Added |
| Empirical Finance, LLC | 8,921 | $1.04M | 0.08% | +859+10.7% | Added |
| Fortem Financial Group, LLC | 8,863 | $1.04M | 0.61% | +1,250+16.4% | Added |
| United Capital Financial Advisers, LLC | 8,798 | $1.03M | 0.01% | +256+3.0% | Added |
| Raymond James Trust N.A. | 8,780 | $1.03M | 0.03% | −243−2.7% | Reduced |
| Tiaa, FSB | 8,718 | $1.02M | 0.00% | +602+7.4% | Added |
| Atria Investments LLC | 8,646 | $1.01M | 0.02% | −10,505−54.9% | Reduced |
| Lincoln National Corp | 8,641 | $1.01M | 0.02% | +96+1.1% | Added |
| Summit Financial, LLC | 8,625 | $1.01M | 0.07% | −1,064−11.0% | Reduced |
| Quantinno Capital Management LP | 8,541 | $998.0K | 0.06% | +2,709+46.5% | Added |
| Ritholtz Wealth Management | 8,482 | $991.1K | 0.04% | +3,922+86.0% | Added |
| Peapack Gladstone Financial Corp | 8,403 | $982.0K | 0.02% | −339−3.9% | Reduced |
| Vista Investment Management | 8,283 | $967.9K | 0.49% | +215+2.7% | Added |
| Intrust Bank NA | 8,222 | $960.7K | 0.12% | −223−2.6% | Reduced |
| Covenant Partners, LLC | 8,180 | $955.8K | 0.35% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 8,059 | $941.7K | 0.25% | −5,400−40.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,048 | $940.0K | 0.12% | +4,751+144.1% | Added |
| Meeder Advisory Services, Inc. | 8,039 | $939.3K | 0.10% | +334+4.3% | Added |
| Cynosure Management, LLC | 8,013 | $936.3K | 0.28% | +8,013 | New |
| Northwestern Mutual Investment Management Company, LLC | 8,010 | $936.0K | 0.02% | −383−4.6% | Reduced |
| Birch Capital Management, LLC | 7,981 | $932.6K | 0.57% | +39+0.5% | Added |
| Diversified Trust Co | 7,970 | $931.3K | 0.03% | +1,981+33.1% | Added |
| Smith, Moore & Co. | 7,847 | $916.9K | 0.12% | −161−2.0% | Reduced |
| Verdence Capital Advisors LLC | 7,829 | $914.8K | 0.11% | +1,077+16.0% | Added |
| Advisory Services Network, LLC | 7,665 | $895.7K | 0.02% | −1,224−13.8% | Reduced |
| Westpac Banking Corp | 7,635 | $892.1K | 0.06% | −24,127−76.0% | Reduced |
| Epoch Investment Partners, Inc. | 7,530 | $879.9K | 0.01% | −200−2.6% | Reduced |
| Diligent Investors, LLC | 7,437 | $869.0K | 0.26% | −50−0.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,425 | $868.0K | 0.02% | +922+14.2% | Added |
| Old National Bancorp | 7,366 | $860.7K | 0.02% | −1,474−16.7% | Reduced |
| Versor Investments LP | 7,314 | $854.6K | 0.15% | −464−6.0% | Reduced |
| True Wealth Design, LLC | 7,258 | $848.1K | 0.31% | +13+0.2% | Added |
| Signaturefd, LLC | 7,239 | $845.9K | 0.02% | +592+8.9% | Added |
| Bridgewater Associates, LP | 7,219 | $843.5K | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 7,175 | $838.4K | 0.03% | −9−0.1% | Reduced |
| Denali Advisors LLC | 7,123 | $832.3K | 0.29% | +1,399+24.4% | Added |
| Strategy Asset Managers LLC | 7,121 | $832.1K | 0.18% | +374+5.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,091 | $829.0K | 0.04% | −680−8.8% | Reduced |
| JT Stratford LLC | 7,007 | $818.8K | 0.22% | +1,903+37.3% | Added |
| Bleakley Financial Group, LLC | 7,001 | $818.0K | 0.03% | +12+0.2% | Added |
| Sciencast Management LP | 6,895 | $810.7K | 0.66% | +95+1.4% | Added |
| Roffman Miller Associates Inc | 6,833 | $798.4K | 0.06% | −334−4.7% | Reduced |
| Atlas Capital Advisors LLC | 6,795 | $794.0K | 0.12% | −211−3.0% | Reduced |
| Inceptionr LLC | 6,787 | $793.1K | 0.42% | +6,787 | New |
| San Luis Wealth Advisors LLC | 6,743 | $788.0K | 0.28% | +6,743 | New |
| Kinneret Advisory, LLC | 6,691 | $781.8K | 0.09% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,661 | $778.4K | 0.02% | +925+16.1% | Added |
| Tiemann Investment Advisors, LLC | 6,640 | $775.9K | 0.40% | −1,000−13.1% | Reduced |
| RFG Advisory, LLC | 6,574 | $768.2K | 0.03% | −5−0.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,512 | $760.9K | 0.14% | +78+1.2% | Added |
| CIBC World Markets Inc. | 6,406 | $749.0K | 0.00% | +1,314+25.8% | Added |
| Sequoia Financial Advisors, LLC | 6,357 | $742.8K | 0.01% | +2,138+50.7% | Added |
| Simon Quick Advisors, LLC | 6,356 | $742.7K | 0.07% | +101+1.6% | Added |
| First Horizon Advisors, Inc. | 6,348 | $741.8K | 0.03% | −33−0.5% | Reduced |
| Symmetry Partners, LLC | 6,340 | $741.0K | 0.04% | 00.0% | Unchanged |
| Friedenthal Financial | 6,321 | $738.6K | 0.49% | +6,321 | New |
| Wiley Bros.-Aintree Capital, LLC | 6,315 | $737.9K | 0.33% | −100−1.6% | Reduced |
| Regal Investment Advisors LLC | 6,285 | $734.4K | 0.06% | −708−10.1% | Reduced |
| Cetera Advisors LLC | 6,283 | $734.2K | 0.01% | −481−7.1% | Reduced |
| Parallel Advisors, LLC | 6,166 | $720.6K | 0.02% | +277+4.7% | Added |
| Lebenthal Global Advisors, LLC | 6,130 | $716.3K | 0.21% | −328−5.1% | Reduced |
| JBF Capital, Inc. | 6,000 | $701.1K | 0.15% | +750+14.3% | Added |
| River Wealth Advisors LLC | 5,981 | $698.9K | 0.12% | 00.0% | Unchanged |
| Ethic Inc. | 5,972 | $697.8K | 0.03% | +1,455+32.2% | Added |
| Jupiter Asset Management Ltd | 5,913 | $690.9K | 0.01% | +5,913 | New |
| Lido Advisors, LLC | 5,911 | $690.8K | 0.01% | +1,060+21.9% | Added |
| Edmond de Rothschild Holding S.A. | 5,821 | $680.2K | 0.01% | −551−8.6% | Reduced |