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 |
|---|---|---|---|---|---|
| Atwood & Palmer Inc | 750 | $87.6K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 728 | $85.0K | 0.00% | +14+2.0% | Added |
| KB Financial Partners, LLC | 709 | $83.0K | 0.02% | −1,851−72.3% | Reduced |
| Global Financial Private Client, LLC | 700 | $82.7K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,046 | $82.4K | 0.00% | +80+4.1% | Added |
| Covestor Ltd | 708 | $82.0K | 0.06% | +215+43.6% | Added |
| Vestor Capital, LLC | 700 | $82.0K | 0.01% | +700 | New |
| JFS Wealth Advisors, LLC | 643 | $75.2K | 0.01% | −4−0.6% | Reduced |
| Trust Co | 639 | $74.7K | 0.01% | +41+6.9% | Added |
| M&R Capital Management Inc | 622 | $72.7K | 0.02% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 700 | $71.9K | 0.07% | −27−3.7% | Reduced |
| Norwood Financial Corp | 585 | $68.4K | 0.10% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 573 | $67.0K | 0.01% | +178+45.1% | Added |
| Jones Financial Companies LLLP | 564 | $65.9K | 0.00% | +564 | New |
| FinTrust Capital Advisors, LLC | 659 | $64.5K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 549 | $64.2K | 0.01% | +41+8.1% | Added |
| First PREMIER Bank | 528 | $62.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 519 | $60.6K | 0.01% | −7−1.3% | Reduced |
| First Manhattan Co | 510 | $59.6K | 0.00% | −17−3.2% | Reduced |
| Carolinas Wealth Consulting LLC | 506 | $59.1K | 0.01% | +2+0.4% | Added |
| 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 |
| Heritage Wealth Advisors | 493 | $57.6K | 0.00% | −22−4.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 477 | $56.0K | 0.04% | 00.0% | Unchanged |
| Rise Advisors, LLC | 478 | $55.9K | 0.04% | +3+0.6% | 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 |
| Versant Capital Management, Inc | 474 | $55.4K | 0.02% | +12+2.6% | Added |
| Smithfield Trust Co | 460 | $54.0K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 455 | $53.2K | 0.04% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 454 | $53.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 436 | $50.9K | 0.00% | −2,239−83.7% | Reduced |
| ORG Partners LLC | 404 | $47.7K | 0.01% | +404 | New |
| Johnson Financial Group, Inc. | 400 | $46.7K | 0.00% | −227−36.2% | Reduced |
| CNB Bank | 400 | $46.7K | 0.03% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 398 | $46.5K | 0.02% | +398 | New |
| Adirondack Trust Co | 440 | $46.4K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 401 | $45.0K | 0.00% | −27−6.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 372 | $43.5K | 0.00% | −3−0.8% | Reduced |
| Anchor Investment Management, LLC | 371 | $43.4K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 355 | $41.5K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 347 | $41.0K | 0.03% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 350 | $40.9K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 341 | $39.8K | 0.02% | +217+175.0% | Added |
| Perkins Coie Trust Co | 338 | $39.5K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 331 | $39.0K | 0.02% | −192−36.7% | Reduced |
| Harbor Investment Advisory, LLC | 314 | $36.7K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 306 | $36.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 300 | $35.1K | 0.02% | +300 | New |
| CVA Family Office, LLC | 296 | $34.6K | 0.01% | −49−14.2% | Reduced |
| State of Wyoming | 292 | $34.1K | 0.01% | −853−74.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 290 | $33.9K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 288 | $33.7K | 0.01% | +15+5.5% | Added |
| Capstone Investment Advisors, LLC | 284 | $33.2K | 0.00% | −3,849−93.1% | Reduced |
| Ronald Blue Trust, Inc. | 330 | $33.0K | 0.00% | −232−41.3% | Reduced |
| Cubist Systematic Strategies, LLC | 275 | $32.1K | 0.00% | −84,691−99.7% | Reduced |
| Clearstead Advisors, LLC | 274 | $32.0K | 0.00% | +5+1.9% | Added |
| Sandy Spring Bank | 273 | $31.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 267 | $31.2K | 0.01% | +33+14.1% | Added |
| Glassman Wealth Services | 265 | $31.0K | 0.00% | +3+1.1% | Added |
| Sunbelt Securities, Inc. | 252 | $29.4K | 0.00% | +42+20.0% | Added |
| Tilia Fiduciary Partners, Inc. | 235 | $27.5K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 231 | $26.9K | 0.01% | +1+0.4% | Added |
| Sutton Wealth Advisors Inc. | 228 | $26.6K | 0.01% | 00.0% | Unchanged |
| 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 |
| Compass Wealth Management LLC | 225 | $26.3K | 0.01% | −125−35.7% | Reduced |
| Buck Wealth Strategies, LLC | 221 | $25.8K | 0.01% | +221 | New |
| Hoese & Co LLP | 201 | $23.5K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 200 | $23.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| TSFG, LLC | 199 | $23.0K | 0.01% | +5+2.6% | Added |
| Farmers & Merchants Investments Inc | 194 | $22.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 194 | $22.6K | 0.00% | +151+351.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 189 | $22.1K | 0.01% | +64+51.2% | Added |
| Johnson Midwest Financial, LLC | 189 | $22.0K | 0.02% | +2+1.1% | Added |
| Hantz Financial Services, Inc. | 184 | $22.0K | 0.00% | −117−38.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 185 | $21.6K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 182 | $21.3K | 0.01% | −9−4.7% | Reduced |
| Private Ocean, LLC | 180 | $21.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 178 | $20.8K | 0.01% | +34+23.6% | Added |
| Concord Wealth Partners | 176 | $20.6K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 173 | $20.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 164 | $19.2K | 0.01% | +164 | New |
| Creative Financial Designs Inc | 155 | $18.1K | 0.00% | +1+0.6% | Added |
| Cape Investment Advisory, Inc. | 152 | $17.8K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 150 | $17.5K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 150 | $17.5K | 0.02% | +150 | New |
| Steward Financial Group LLC | 152 | $17.0K | 0.01% | +152 | New |
| Earnest Partners LLC | 131 | $15.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 131 | $15.3K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 129 | $15.1K | 0.00% | +129 | New |
| Roble, Belko & Company, Inc | 129 | $15.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 128 | $15.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 127 | $14.8K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 116 | $13.6K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 116 | $13.6K | 0.00% | 00.0% | Unchanged |