Discover Financial Services
DFSDelisted- Industry
- Personal Credit Institutions
- SEC CIK
- 0001393612
Discover Financial Services was delisted in 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 $37.5B in total; superinvestors Third Point and Maverick Capital held it.
13F holders, Q3 2023
Institutional positions in Discover Financial Services as of Sep 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
- 908
- −53 vs. Q2 2023
- Shares held
- 210.4M
- −1.65M (−0.8%) vs. Q2 2023
- Total value
- $18.3B
- −$6.41B (−26.0%) vs. Q2 2023
- New holders
- 89
- 315 more added
- Sold out
- 142
- 346 more reduced
14 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 3 | $4.45M |
| Q2 2025 | 10 | $15.3M |
| Q1 2025 | 1,176 | $37.5B |
| Q4 2024 | 1,173 | $37.7B |
| Q3 2024 | 1,061 | $30.2B |
| Q2 2024 | 1,030 | $28.0B |
| Q1 2024 | 1,036 | $29.4B |
| Q4 2023 | 979 | $25.2B |
| Q3 2023 | 908 | $18.3B |
| Q2 2023 | 975 | $24.7B |
| Q1 2023 | 958 | $21.9B |
| Q4 2022 | 980 | $21.9B |
| Q3 2022 | 927 | $20.7B |
| Q2 2022 | 944 | $21.8B |
| Q1 2022 | 953 | $26.1B |
| Q4 2021 | 983 | $28.4B |
| Q3 2021 | 946 | $30.8B |
| Q2 2021 | 927 | $30.6B |
| Q1 2021 | 898 | $24.9B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 32,355,585 | $2.80B | 0.07% | −751,181−2.3% | Reduced |
| Capital World Investors | 21,124,135 | $1.83B | 0.36% | +4,7310.0% | Added |
| BlackRock Inc. | 18,014,012 | $1.56B | 0.04% | −29,452−0.2% | Reduced |
| State Street Corp | 10,124,222 | $877.1M | 0.05% | −535,285−5.0% | Reduced |
| Boston Partners | 8,597,250 | $743.7M | 1.03% | +3,102,119+56.5% | Added |
| FMR LLC | 5,686,848 | $492.7M | 0.04% | +238,498+4.4% | Added |
| Geode Capital Management, LLC | 5,484,286 | $474.9M | 0.06% | +25,258+0.5% | Added |
| Morgan Stanley | 4,390,613 | $380.4M | 0.04% | −227,455−4.9% | Reduced |
| Dimensional Fund Advisors LP | 3,438,083 | $297.8M | 0.10% | +114,864+3.5% | Added |
| Norges Bank | 2,867,545 | $248.4M | 0.05% | −315,599−9.9% | Reduced |
| Northern Trust Corp | 2,578,053 | $223.3M | 0.04% | +20,333+0.8% | Added |
| Barclays PLC | 2,547,398 | $220.7M | 0.14% | +396,918+18.5% | Added |
| Southpoint Capital Advisors LP | 2,430,700 | $210.6M | 4.70% | −141,934−5.5% | Reduced |
| Brave Warrior Advisors, LLC | 2,381,258 | $206.3M | 5.15% | +2,381,258 | New |
| Invesco Ltd. | 2,233,324 | $193.5M | 0.05% | +526,951+30.9% | Added |
| Goldman Sachs Group Inc | 2,170,041 | $188.0M | 0.05% | +440,568+25.5% | Added |
| First Trust Advisors LP | 2,051,194 | $177.7M | 0.21% | +396,112+23.9% | Added |
| LSV Asset Management | 1,921,949 | $166.5M | 0.39% | −40,290−2.1% | Reduced |
| Bank of New York Mellon Corp | 1,905,899 | $165.1M | 0.04% | −95,649−4.8% | Reduced |
| Nuveen Asset Management, LLC | 1,855,763 | $160.8M | 0.06% | +91,250+5.2% | Added |
| Primecap Management Co | 1,828,939 | $158.4M | 0.13% | −12,190−0.7% | Reduced |
| JPMorgan Chase & Co | 1,782,419 | $154.4M | 0.02% | −165,919−8.5% | Reduced |
| Legal & General Group Plc | 1,781,745 | $154.4M | 0.05% | −107,373−5.7% | Reduced |
| Capital International Investors | 1,622,635 | $140.6M | 0.04% | −79,804−4.7% | Reduced |
| Turtle Creek Asset Management Inc. | 1,617,300 | $140.1M | 4.00% | +495,145+44.1% | Added |
| Charles Schwab Investment Management Inc | 1,586,713 | $137.5M | 0.04% | −22,573−1.4% | Reduced |
| Rockefeller Capital Management L.P. | 1,474,129 | $127.8M | 0.49% | +29,987+2.1% | Added |
| Principal Financial Group Inc | 1,397,118 | $121.0M | 0.09% | −612,395−30.5% | Reduced |
| Marshfield Associates | 1,358,882 | $117.7M | 2.91% | +312,281+29.8% | Added |
| Eminence Capital, LP | 1,343,975 | $116.4M | 2.31% | +399,209+42.3% | Added |
| Envestnet Asset Management Inc | 1,319,086 | $114.3M | 0.05% | +362,859+37.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 1,274,920 | $110.4M | 0.42% | +1,274,920 | New |
| UBS Asset Management Americas Inc | 1,194,000 | $103.4M | 0.05% | +16,592+1.4% | Added |
| Deutsche Bank AG | 1,156,929 | $100.2M | 0.06% | −318,297−21.6% | Reduced |
| AQR Capital Management LLC | 1,133,784 | $98.2M | 0.20% | +874,020+336.5% | Added |
| Citadel Advisors LLC | 1,122,266 | $97.2M | 0.11% | +986,595+727.2% | Added |
| Cooke & Bieler LP | 1,118,470 | $96.9M | 0.94% | +164,659+17.3% | Added |
| Nordea Investment Management AB | 1,089,482 | $95.0M | 0.13% | −34,675−3.1% | Reduced |
| Bank of America Corp | 1,048,238 | $90.8M | 0.01% | −26,901−2.5% | Reduced |
| HSBC Holdings PLC | 1,038,259 | $89.9M | 0.10% | +94,952+10.1% | Added |
| Macquarie Group Ltd | 1,024,749 | $88.8M | 0.11% | +136,903+15.4% | Added |
| Ameriprise Financial Inc | 991,058 | $85.9M | 0.03% | −1,008,529−50.4% | Reduced |
| Alyeska Investment Group, L.P. | 984,260 | $85.3M | 0.58% | +755,721+330.7% | Added |
| Palestra Capital Management LLC | 945,000 | $81.9M | 4.32% | +945,000 | New |
| Allspring Global Investments Holdings, LLC | 899,835 | $78.0M | 0.14% | −10,311−1.1% | Reduced |
| Allianz Asset Management GmbH | 868,113 | $75.2M | 0.15% | +10,026+1.2% | Added |
| AustralianSuper Pty Ltd | 856,687 | $74.2M | 0.48% | +342,926+66.7% | Added |
| Swiss National Bank | 816,890 | $70.8M | 0.06% | −119,800−12.8% | Reduced |
| UBS Group AG | 783,845 | $67.9M | 0.03% | −741,170−48.6% | Reduced |
| Price T Rowe Associates Inc | 750,285 | $65.0M | 0.01% | −81,910−9.8% | Reduced |
| APG Asset Management N.V. | 673,395 | $58.3M | 0.12% | +56,464+9.2% | Added |
| Royal Bank of Canada | 653,185 | $56.6M | 0.02% | +40,862+6.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 636,469 | $55.1M | 0.05% | −23,354−3.5% | Reduced |
| Point72 Asset Management, L.P. | 612,196 | $53.0M | 0.18% | +608,829+18,082.2% | Added |
| CI Private Wealth, LLC | 611,717 | $53.0M | 0.12% | −29,212−4.6% | Reduced |
| Truist Financial Corp | 597,049 | $51.7M | 0.09% | +19,457+3.4% | Added |
| Amundi | 542,261 | $48.5M | 0.02% | +30,637+6.0% | Added |
| Rhumbline Advisers | 526,127 | $45.6M | 0.05% | −4,635−0.9% | Reduced |
| California Public Employees Retirement System | 499,939 | $43.3M | 0.04% | −4,658−0.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 487,401 | $42.2M | 0.20% | +77,368+18.9% | Added |
| Manufacturers Life Insurance Company, The | 484,631 | $42.0M | 0.02% | +16,212+3.5% | Added |
| Victory Capital Management Inc | 482,135 | $41.8M | 0.05% | +2,983+0.6% | Added |
| 140 Summer Partners LP | 475,670 | $41.2M | 8.04% | −57,369−10.8% | Reduced |
| Rathbone Brothers plc | 468,368 | $40.6M | 0.29% | +82,234+21.3% | Added |
| Robeco Institutional Asset Management B.V. | 465,046 | $40.3M | 0.11% | +106,004+29.5% | Added |
| HST Ventures, LLC | 463,347 | $40.1M | 14.38% | +236,545+104.3% | Added |
| Assenagon Asset Management S.A. | 458,355 | $39.7M | 0.14% | +97,601+27.1% | Added |
| Thrivent Financial for Lutherans | 451,461 | $39.1M | 0.09% | −2,401−0.5% | Reduced |
| Schroder Investment Management Group | 447,503 | $38.8M | 0.06% | −20,924−4.5% | Reduced |
| Credit Suisse AG | 443,604 | $38.4M | 0.04% | −16,292−3.5% | Reduced |
| Bank of Montreal | 412,408 | $37.3M | 0.01% | −52,032−11.2% | Reduced |
| Man Group plc | – | $36.5M | 0.11% | – | – |
| National Pension Service | 403,923 | $35.1M | 0.06% | +20,194+5.3% | Added |
| Wedge Capital Management L L P | 398,337 | $34.5M | 0.68% | +104,350+35.5% | Added |
| M&G Investment Management Ltd | 388,203 | $33.8M | 0.15% | +12,926+3.4% | Added |
| Bruni J V & Co | 386,984 | $33.5M | 4.72% | +1,827+0.5% | Added |
| California State Teachers Retirement System | 380,678 | $33.0M | 0.05% | −31,439−7.6% | Reduced |
| KBC Group NV | 376,506 | $32.6M | 0.13% | +54,787+17.0% | Added |
| Khrom Capital Management LLC | 375,363 | $32.5M | 15.68% | +375,363 | New |
| Wells Fargo & Company | 374,738 | $32.5M | 0.01% | −462−0.1% | Reduced |
| Brandywine Global Investment Management, LLC | 371,884 | $32.2M | 0.28% | −1740.0% | Reduced |
| Alliancebernstein L.P. | 363,841 | $31.5M | 0.01% | +31,347+9.4% | Added |
| Waters Parkerson & Co., LLC | 360,173 | $31.2M | 1.87% | +10,033+2.9% | Added |
| Jupiter Asset Management Ltd | 348,232 | $30.2M | 0.33% | +342,319+5,789.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 347,199 | $30.1M | 0.08% | −47,353−12.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 346,070 | $30.0M | 2.18% | −489−0.1% | Reduced |
| Ensign Peak Advisors, Inc | 336,442 | $29.1M | 0.06% | +34,162+11.3% | Added |
| O'Shaughnessy Asset Management, LLC | 333,004 | $28.8M | 0.43% | −88,157−20.9% | Reduced |
| Korea Investment CORP | 329,697 | $28.6M | 0.08% | +40,393+14.0% | Added |
| Putnam Investments LLC | 324,665 | $28.1M | 0.04% | +133,535+69.9% | Added |
| New York State Teachers Retirement System | 310,873 | $26.9M | 0.07% | −13,237−4.1% | Reduced |
| State Board of Administration of Florida Retirement System | 287,456 | $24.9M | 0.06% | −17,450−5.7% | Reduced |
| Advisor Group Holdings, Inc. | 273,167 | $23.7M | 0.04% | +78,087+40.0% | Added |
| Great West Life Assurance Co | 273,092 | $23.7M | 0.06% | +6,647+2.5% | Added |
| Prudential Financial Inc | 267,474 | $23.2M | 0.04% | +2,845+1.1% | Added |
| Raymond James & Associates | 267,265 | $23.2M | 0.02% | +22,022+9.0% | Added |
| Walleye Capital LLC | 253,563 | $22.0M | 0.32% | +52,279+26.0% | Added |
| Virginia Retirement Systems Et Al | 251,922 | $21.8M | 0.22% | +139,400+123.9% | Added |
| BNP Paribas Arbitrage, SA | 250,331 | $21.7M | 0.05% | +15,533+6.6% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 245,340 | $21.3M | 1.55% | −1,071−0.4% | Reduced |