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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Colonial Trust Advisors | 2 | $173 | 0.00% | +1+100.0% | Added |
| GoalVest Advisory LLC | 4 | $347 | 0.00% | +4 | New |
| Register Financial Advisors LLC | 4 | $349 | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 11 | $991 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 21 | $1.00K | 0.00% | −1,679−98.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 12 | $1.04K | 0.00% | +5+71.4% | Added |
| HHM Wealth Advisors, LLC | 13 | $1.13K | 0.00% | −69−84.1% | Reduced |
| Center for Financial Planning, Inc. | 18 | $1.56K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 18 | $1.57K | 0.00% | −6−25.0% | Reduced |
| LGT Financial Advisors LLC | 19 | $1.65K | 0.00% | +19 | New |
| Eagle Bay Advisors LLC | 21 | $1.82K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 24 | $2.08K | 0.00% | −5−17.2% | Reduced |
| Provenance Wealth Advisors, LLC | 24 | $2.08K | 0.00% | +24 | New |
| Abound Wealth Management | 27 | $2.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $2.69K | 0.00% | +4+14.8% | Added |
| Centerpoint Advisors, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 38 | $3.29K | 0.00% | +19+100.0% | Added |
| Fortis Group Advisors, LLC | 38 | $3.29K | 0.00% | +38 | New |
| Tfo-TDC, LLC | 31 | $3.62K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 44 | $3.81K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 45 | $3.90K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 49 | $4.00K | 0.00% | −298−85.9% | Reduced |
| SkyView Investment Advisors, LLC | 45 | $4.00K | 0.00% | +4+9.8% | Added |
| Estabrook Capital Management | 50 | $4.33K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 52 | $4.52K | 0.00% | +2+4.0% | Added |
| Beacon Capital Management, LLC | 39 | $4.56K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 54 | $4.68K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 56 | $4.85K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 56 | $4.85K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 57 | $4.94K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 67 | $5.80K | 0.00% | +67 | New |
| Colonial Trust Co | 65 | $5.81K | 0.00% | +27+71.1% | Added |
| Cranbrook Wealth Management, LLC | 68 | $5.89K | 0.00% | −59−46.5% | Reduced |
| JDM Financial Group LLC | 71 | $6.15K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 74 | $6.45K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 75 | $6.50K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 75 | $6.50K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 76 | $6.58K | 0.00% | −100−56.8% | Reduced |
| SJS Investment Consulting Inc. | 77 | $6.67K | 0.00% | −2−2.5% | Reduced |
| Steward Financial Group LLC | 88 | $7.00K | 0.00% | −64−42.1% | Reduced |
| Ogorek Anthony Joseph | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 80 | $7.00K | 0.00% | +45+128.6% | Added |
| Venturi Wealth Management, LLC | 89 | $7.71K | 0.00% | +22+32.8% | Added |
| Community Bank, N.A. | 92 | $7.97K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $8.00K | 0.00% | +90+900.0% | Added |
| Column Capital Advisors, LLC | 97 | $8.40K | 0.00% | −10−9.3% | Reduced |
| Gs Investments, Inc. | 100 | $8.66K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $8.66K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 103 | $8.92K | 0.00% | −11−9.6% | Reduced |
| Peoples Financial Services Corp. | 109 | $9.44K | 0.00% | 00.0% | Unchanged |
| Motco | 110 | $9.53K | 0.00% | +53+93.0% | Added |
| Riggs Asset Managment Co. Inc. | 111 | $9.62K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 113 | $9.79K | 0.00% | +38+50.7% | Added |
| DB Wealth Management Group, LLC | 114 | $9.84K | 0.01% | +1+0.9% | Added |
| GW&K Investment Management, LLC | 114 | $10.0K | 0.00% | +18+18.8% | Added |
| Bogart Wealth, LLC | 116 | $10.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 116 | $10.1K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 121 | $10.5K | 0.01% | +121 | New |
| Peoples Bank | 123 | $10.7K | 0.01% | +123 | New |
| Compass Wealth Management LLC | 125 | $10.8K | 0.00% | −100−44.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 125 | $10.9K | 0.00% | +46+58.2% | Added |
| Roble, Belko & Company, Inc | 129 | $11.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 128 | $11.1K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 131 | $11.3K | 0.00% | −241−64.8% | Reduced |
| Earnest Partners LLC | 131 | $11.3K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 146 | $12.6K | 0.01% | −82−36.0% | Reduced |
| Legacy Bridge, LLC | 150 | $13.0K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 150 | $13.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 151 | $13.0K | 0.00% | −33−17.9% | Reduced |
| Cape Investment Advisory, Inc. | 152 | $13.2K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 156 | $13.5K | 0.00% | +1+0.6% | Added |
| Hexagon Capital Partners LLC | 159 | $13.8K | 0.00% | +131+467.9% | Added |
| Glassman Wealth Services | 171 | $14.8K | 0.00% | −94−35.5% | Reduced |
| Boyd Watterson Asset Management LLC | 173 | $15.0K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 129 | $15.1K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 176 | $15.2K | 0.01% | +111+170.8% | Added |
| J.Safra Asset Management Corp | 176 | $15.2K | 0.00% | +176 | New |
| Private Ocean, LLC | 180 | $15.6K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 182 | $15.7K | 0.01% | +4+2.2% | Added |
| West Paces Advisors Inc. | 182 | $15.8K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 188 | $16.3K | 0.01% | −1−0.5% | Reduced |
| Johnson Midwest Financial, LLC | 189 | $16.3K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 194 | $16.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 194 | $16.8K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 199 | $17.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 200 | $17.0K | 0.00% | +105+110.5% | Added |
| Grove Bank & Trust | 199 | $17.2K | 0.00% | +165+485.3% | Added |
| City Holding Co | 200 | $17.3K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $17.3K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 200 | $17.3K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 200 | $17.3K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 201 | $17.4K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 203 | $17.6K | 0.00% | +125+160.3% | Added |
| Flaharty Asset Management, LLC | 218 | $18.9K | 0.00% | +218 | New |
| Clearstead Advisors, LLC | 226 | $19.6K | 0.00% | −48−17.5% | Reduced |
| SOA Wealth Advisors, LLC. | 232 | $20.1K | 0.00% | +1+0.4% | Added |