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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.

Institutional holdersQ3 2023: 908 institutions
Q1 2021: 897 institutionsQ2 2021: 927 institutionsQ3 2021: 946 institutionsQ4 2021: 983 institutionsQ1 2022: 953 institutionsQ2 2022: 944 institutionsQ3 2022: 927 institutionsQ4 2022: 980 institutionsQ1 2023: 958 institutionsQ2 2023: 975 institutionsQ3 2023: 908 institutionsQ4 2023: 979 institutionsQ1 2024: 1,036 institutionsQ2 2024: 1,030 institutionsQ3 2024: 1,061 institutionsQ4 2024: 1,173 institutionsQ1 2025: 1,176 institutionsQ2 2025: 10 institutionsQ3 2025: 2 institutionsQ4 2025: 2 institutionsQ1 2026: 4 institutionsQ2 2026: 1 institution
Value heldQ3 2023: $18.3B
Q1 2021: $24.8BQ2 2021: $30.6BQ3 2021: $30.8BQ4 2021: $28.2BQ1 2022: $26.1BQ2 2022: $21.8BQ3 2022: $20.7BQ4 2022: $21.9BQ1 2023: $21.3BQ2 2023: $24.7BQ3 2023: $18.3BQ4 2023: $24.4BQ1 2024: $27.9BQ2 2024: $27.8BQ3 2024: $30.0BQ4 2024: $37.6BQ1 2025: $37.3BQ2 2025: $15.3MQ3 2025: $1.08MQ4 2025: $1.15KQ1 2026: $8.35MQ2 2026: $200
Institutions holding DFS and their total value by quarter
QuarterHoldersValue
Q2 20261$200
Q1 20264$8.35M
Q4 20252$1.15K
Q3 20252$1.08M
Q2 202510$15.3M
Q1 20251,176$37.3B
Q4 20241,173$37.6B
Q3 20241,061$30.0B
Q2 20241,030$27.8B
Q1 20241,036$27.9B
Q4 2023979$24.4B
Q3 2023908$18.3B
Q2 2023975$24.7B
Q1 2023958$21.3B
Q4 2022980$21.9B
Q3 2022927$20.7B
Q2 2022944$21.8B
Q1 2022953$26.1B
Q4 2021983$28.2B
Q3 2021946$30.8B
Q2 2021927$30.6B
Q1 2021897$24.8B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q2 2023.

Institutions holding DFS in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Miracle Mile Advisors, LLC0$00.00%−2,003−100.0%Sold out
Moreno Evelyn V0$00.00%−1,991−100.0%Sold out
IHT Wealth Management, LLC0$00.00%−1,976−100.0%Sold out
Roman Butler Fullerton & Co0$00.00%−1,892−100.0%Sold out
Peoples Bank0$00.00%−1,947−100.0%Sold out
Ascent Group, LLC0$00.00%−2,172−100.0%Sold out
Laffer Tengler Investments0$00.00%−1,920−100.0%Sold out
Mission Wealth Management, LP0$00.00%−1,917−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−1,917−100.0%Sold out
Imprint Wealth LLC0$00.00%−1,883−100.0%Sold out
Lee Danner & Bass Inc0$00.00%−1,871−100.0%Sold out
Court Place Advisors, LLC0$00.00%−1,869−100.0%Sold out
Resources Investment Advisors, LLC.0$00.00%−1,867−100.0%Sold out
Provence Wealth Management Group0$00.00%−1,855−100.0%Sold out
Kovack Advisors, Inc.0$00.00%−1,822−100.0%Sold out
McLean Asset Management Corp0$00.00%−1,799−100.0%Sold out
Almanack Investment Partners, LLC.0$00.00%−1,790−100.0%Sold out
Moneta Group Investment Advisors LLC0$00.00%−1,787−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−1,783−100.0%Sold out
Shelton Capital Management0$00.00%−1,773−100.0%Sold out
Daymark Wealth Partners, LLC0$00.00%−1,756−100.0%Sold out
Keystone Financial Group0$00.00%−1,748−100.0%Sold out
TrinityPoint Wealth, LLC0$00.00%−1,742−100.0%Sold out
Graypoint LLC0$00.00%−1,740−100.0%Sold out
Trust Co of Virginia0$00.00%−1,738−100.0%Sold out
Williams Jones Wealth Management, LLC.0$00.00%−1,738−100.0%Sold out
Foundations Investment Advisors, LLC0$00.00%−1,730−100.0%Sold out
Pittenger & Anderson Inc0$00.00%−1,500−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−564−100.0%Sold out
Clear Street Markets LLC0$00.00%−331−100.0%Sold out
CVA Family Office, LLC0$00.00%−296−100.0%Sold out
Tilia Fiduciary Partners, Inc.0$00.00%−235−100.0%Sold out
Resurgent Financial Advisors LLC0$00.00%−226−100.0%Sold out
Buck Wealth Strategies, LLC0$00.00%−221−100.0%Sold out
Fuller & Thaler Asset Management, Inc.0$00.00%−185−100.0%Sold out
Quarry LP0$00.00%−164−100.0%Sold out
Riverview Trust Co0$00.00%−131−100.0%Sold out
WealthPLAN Partners, LLC0$00.00%−109−100.0%Sold out
Founders Capital Management0$00.00%−106−100.0%Sold out
Sofos Investments, Inc.0$00.00%−117−100.0%Sold out
Stonebridge Capital Advisors LLC0$00.00%−50−100.0%Sold out
Horan Securities, Inc.0$00.00%−42−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−42−100.0%Sold out
Disciplined Investments, LLC0$00.00%−37−100.0%Sold out
Crewe Advisors LLC0$00.00%−25−100.0%Sold out
Manchester Capital Management LLC0$00.00%−18−100.0%Sold out
Bollard Group LLC0$00.00%−20−100.0%Sold out
Safeguard Financial, LLC0$00.00%−25−100.0%Sold out
Wolff Wiese Magana LLC0$00.00%−15−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−8−100.0%Sold out
Pictet Asset Management SA––––Not filed
BerganKDV Wealth Management, LLC––––Not filed
Bell & Brown Wealth Advisors, LLC––––Not filed
Tiaa, FSB––––Not filed
BMS Financial Advisors, LLC––––Not filed
Intercontinental Wealth Advisors, LLC––––Not filed
EA Series Trust––––Not filed
First Capital Advisors Group, LLC.––––Not filed
BDO Wealth Advisors, LLC––––Not filed
First National Bank of South Miami––––Not filed
First Command Bank––––Not filed
First Command Financial Services, Inc.––––Not filed
Coastal Capital Group, Inc.––––Not filed
Lansing Street Advisors––––Not filed