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 |
|---|---|---|---|---|---|
| Geode Capital Management, LLC | 5,484,286 | $474.9M | 0.06% | +25,258+0.5% | Added |
| FMR LLC | 5,686,848 | $492.7M | 0.04% | +238,498+4.4% | Added |
| Boston Partners | 8,597,250 | $743.7M | 1.03% | +3,102,119+56.5% | Added |
| State Street Corp | 10,124,222 | $877.1M | 0.05% | −535,285−5.0% | Reduced |
| BlackRock Inc. | 18,014,012 | $1.56B | 0.04% | −29,452−0.2% | Reduced |
| Capital World Investors | 21,124,135 | $1.83B | 0.36% | +4,7310.0% | Added |
| Vanguard Group Inc | 32,355,585 | $2.80B | 0.07% | −751,181−2.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −1,003−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −4,244,530−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −3,633,251−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −367,956−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −333,000−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −240,581−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −233,608−100.0% | Sold out |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −204,587−100.0% | Sold out |
| Suvretta Capital Management, LLC | 0 | $0 | 0.00% | −161,056−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −121,108−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Gyroscope Capital Management Group, LLC | 0 | $0 | 0.00% | −81,810−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −75,200−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −75,152−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −72,866−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −50,969−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −50,455−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −41,151−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −39,011−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −30,380−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −26,871−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −25,463−100.0% | Sold out |
| Amica Mutual Insurance Co | 0 | $0 | 0.00% | −22,485−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −16,684−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −16,443−100.0% | Sold out |
| Forefront Wealth Management Inc. | 0 | $0 | 0.00% | −14,341−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −13,554−100.0% | Sold out |
| Valicenti Advisory Services Inc | 0 | $0 | 0.00% | −12,654−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −12,254−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −10,542−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −10,299−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −8,646−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,048−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −7,258−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −7,121−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −6,895−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −6,787−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −6,743−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −6,321−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −5,821−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −5,552−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,202−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −4,755−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −4,528−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −3,987−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −3,961−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −3,766−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −3,515−100.0% | Sold out |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −3,475−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −3,358−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −3,110−100.0% | Sold out |
| Advus Financial Partners, LLC | 0 | $0 | 0.00% | −3,016−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −2,953−100.0% | Sold out |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −2,971−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −2,864−100.0% | Sold out |
| Amica Retiree Medical Trust | 0 | $0 | 0.00% | −2,826−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −2,734−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −2,666−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,634−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −2,557−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −2,512−100.0% | Sold out |
| Bragg Financial Advisors, Inc | 0 | $0 | 0.00% | −2,411−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −2,404−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −2,386−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −2,368−100.0% | Sold out |
| Conning Inc. | 0 | $0 | 0.00% | −2,308−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −2,301−100.0% | Sold out |
| SevenBridge Financial Group, LLC | 0 | $0 | 0.00% | −2,298−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −2,285−100.0% | Sold out |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −2,275−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −2,271−100.0% | Sold out |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −2,262−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −2,252−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −2,242−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −2,229−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −2,224−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −2,217−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −2,151−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −2,136−100.0% | Sold out |
| First Interstate Bank | 0 | $0 | 0.00% | −2,132−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −2,124−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −2,119−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −2,078−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −2,062−100.0% | Sold out |
| Community Bank of Raymore | 0 | $0 | 0.00% | −2,060−100.0% | Sold out |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −2,048−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −2,021−100.0% | Sold out |
| Invesco, LLC | 0 | $0 | 0.00% | −2,012−100.0% | Sold out |
| First Western Trust Bank | 0 | $0 | 0.00% | −2,007−100.0% | Sold out |
| Werba Rubin Papier Wealth Management | 0 | $0 | 0.00% | −2,007−100.0% | Sold out |