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, Q4 2023
Institutional positions in Discover Financial Services as of Dec 31, 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
- 979
- +88 vs. Q3 2023
- Shares held
- 217.6M
- +7.61M (+3.6%) vs. Q3 2023
- Total value
- $24.4B
- +$6.21B (+34.1%) vs. Q3 2023
- New holders
- 170
- 307 more added
- Sold out
- 82
- 338 more reduced
17 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SageView Advisory Group, LLC | 2,305 | $249.5K | 0.01% | +2,305 | New |
| DCM Advisors, LLC | 2,207 | $248.1K | 0.09% | +2,207 | New |
| Bedel Financial Consulting, Inc. | 2,194 | $246.6K | 0.05% | −216−9.0% | Reduced |
| Power Corp of Canada | 2,159 | $242.7K | 0.03% | −23,447−91.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,151 | $241.8K | 0.05% | −323−13.1% | Reduced |
| Brookstone Capital Management | 2,151 | $241.7K | 0.00% | +2,151 | New |
| Hilltop Holdings Inc. | 2,145 | $241.1K | 0.03% | +2,145 | New |
| Bragg Financial Advisors, Inc | 2,137 | $240.2K | 0.01% | +2,137 | New |
| Pacitti Group Inc. | 2,136 | $240.1K | 0.15% | +2,136 | New |
| RMB Capital Management, LLC | 2,120 | $238.3K | 0.01% | +2,120 | New |
| Csenge Advisory Group | 2,116 | $237.8K | 0.01% | −397−15.8% | Reduced |
| Crestwood Advisors Group LLC | 2,111 | $237.3K | 0.01% | +2,111 | New |
| Cipher Capital LP | 2,110 | $237.2K | 0.08% | −1,532−42.1% | Reduced |
| We Are One Seven, LLC | 2,100 | $236.0K | 0.01% | −256−10.9% | Reduced |
| Confluence Wealth Services, Inc. | 2,098 | $235.8K | 0.03% | +2,098 | New |
| Dynamic Advisor Solutions LLC | 2,108 | $235.7K | 0.01% | +2,108 | New |
| Premier Path Wealth Partners, LLC | 2,121 | $234.1K | 0.05% | +2,121 | New |
| CoreFirst Bank & Trust | 2,071 | $232.8K | 0.15% | −1,828−46.9% | Reduced |
| Belpointe Asset Management LLC | 2,065 | $232.2K | 0.02% | +2,065 | New |
| Community Bank of Raymore | 2,060 | $231.5K | 0.10% | +2,060 | New |
| Foundations Investment Advisors, LLC | 2,170 | $231.2K | 0.01% | +2,170 | New |
| Acima Private Wealth, LLC | 2,056 | $231.1K | 0.09% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,056 | $231.1K | 0.03% | +2,056 | New |
| CFM Wealth Partners LLC | 2,050 | $230.4K | 0.05% | −600−22.6% | Reduced |
| Steward Partners Investment Solutions, LLC | 2,050 | $230.4K | 0.10% | +2,050 | New |
| Walker Asset Management, LLC | 2,041 | $229.4K | 0.17% | +2,041 | New |
| Optas, LLC | 2,036 | $228.8K | 0.07% | +2,036 | New |
| Fortem Financial Group, LLC | 2,028 | $227.9K | 0.11% | −1,483−42.2% | Reduced |
| South State Corp. | 2,018 | $226.8K | 0.02% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 2,017 | $226.7K | 0.03% | +2,017 | New |
| Fukoku Mutual Life Insurance Co | 2,016 | $226.6K | 0.02% | −477−19.1% | Reduced |
| First Western Trust Bank | 2,007 | $225.6K | 0.01% | +2,007 | New |
| Prime Capital Investment Advisors, LLC | 2,004 | $225.2K | 0.00% | +2,004 | New |
| Whittier Trust Co | 2,000 | $224.8K | 0.00% | +187+10.3% | Added |
| Davy Global Fund Management Ltd | 1,994 | $224.1K | 0.03% | +1,994 | New |
| CX Institutional | 1,992 | $223.9K | 0.01% | +1,992 | New |
| Moreno Evelyn V | 1,991 | $223.8K | 0.11% | +1,991 | New |
| Miracle Mile Advisors, LLC | 1,978 | $222.3K | 0.01% | +1,978 | New |
| Renasant Bank | 1,970 | $221.4K | 0.18% | +1,970 | New |
| Aspire Private Capital, LLC | 1,969 | $221.4K | 0.07% | +8+0.4% | Added |
| IHT Wealth Management, LLC | 1,956 | $219.8K | 0.01% | +1,956 | New |
| Peoples Bank | 1,947 | $218.8K | 0.13% | +1,947 | New |
| Barlow Wealth Partners, Inc. | 1,940 | $218.1K | 0.03% | +1,940 | New |
| Arete Wealth Advisors, LLC | 1,936 | $217.6K | 0.02% | +1,936 | New |
| Founders Financial Alliance, LLC | 1,935 | $217.5K | 0.08% | +1,935 | New |
| Bartlett & Co. LLC | 1,926 | $217.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,926 | $216.8K | 0.00% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,919 | $215.7K | 0.00% | +1,919 | New |
| Dynamic Technology Lab Private Ltd | 1,913 | $215.0K | 0.02% | +1,913 | New |
| Washington Trust Co | 1,908 | $214.5K | 0.01% | −4−0.2% | Reduced |
| Hollencrest Capital Management | 1,890 | $212.4K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,883 | $211.7K | 0.04% | +319+20.4% | Added |
| Court Place Advisors, LLC | 1,869 | $210.1K | 0.07% | +1,869 | New |
| Lee Danner & Bass Inc | 1,871 | $210.0K | 0.02% | +1,871 | New |
| Graypoint LLC | 1,858 | $208.8K | 0.02% | +1,858 | New |
| IFP Advisors, Inc | 1,853 | $208.3K | 0.01% | −198−9.7% | Reduced |
| Advisor Resource Council | 1,816 | $204.1K | 0.02% | +1,816 | New |
| Snowden Capital Advisors LLC | 1,815 | $204.0K | 0.01% | +1,815 | New |
| Mayflower Financial Advisors, LLC | 1,811 | $203.6K | 0.03% | +1,811 | New |
| Jump Financial, LLC | 1,805 | $202.9K | 0.01% | −27,447−93.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,791 | $201.3K | 0.00% | +1,791 | New |
| Brown Shipley& Co Ltd | 1,757 | $197.5K | 0.10% | −2,121−54.7% | Reduced |
| Hills Bank & Trust Co | 1,740 | $195.6K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,607 | $180.6K | 0.02% | +1+0.1% | Added |
| Sandy Spring Bank | 1,564 | $175.8K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,505 | $169.2K | 0.01% | +6+0.4% | Added |
| Tompkins Financial Corp | 1,500 | $168.6K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,472 | $165.5K | 0.01% | −1,214−45.2% | Reduced |
| Atlas Capital Advisors LLC | 1,447 | $162.6K | 0.02% | −80−5.2% | Reduced |
| GAMMA Investing LLC | 1,517 | $160.1K | 0.04% | +1,517 | New |
| Capital Investment Advisory Services, LLC | 1,401 | $157.5K | 0.01% | +1,401 | New |
| Cullen/Frost Bankers, Inc. | 1,399 | $157.3K | 0.00% | +68+5.1% | Added |
| Icon Wealth Advisors, LLC | 1,375 | $154.6K | 0.02% | +1,375 | New |
| Tobam | 1,361 | $153.0K | 0.01% | +402+41.9% | Added |
| Leonteq Securities AG | 1,356 | $152.4K | 0.02% | −1,831−57.5% | Reduced |
| Sentry Investment Management LLC | 1,310 | $147.0K | 0.06% | −141−9.7% | Reduced |
| GHP Investment Advisors, Inc. | 1,276 | $143.4K | 0.01% | −93−6.8% | Reduced |
| GeoWealth Management, LLC | 1,260 | $141.0K | 0.01% | +853+209.6% | Added |
| EverSource Wealth Advisors, LLC | 1,179 | $132.4K | 0.01% | +82+7.5% | Added |
| Oakworth Capital, Inc. | 1,150 | $129.3K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,142 | $128.4K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 1,134 | $127.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,111 | $125.0K | 0.09% | +561+102.0% | Added |
| Quent Capital, LLC | 1,112 | $125.0K | 0.02% | +51+4.8% | Added |
| Prestige Wealth Management Group LLC | 1,066 | $119.8K | 0.03% | +18+1.7% | Added |
| MV Capital Management, Inc. | 1,044 | $117.3K | 0.01% | +13+1.3% | Added |
| Desjardins Global Asset Management Inc. | 1,034 | $116.2K | 0.01% | −200−16.2% | Reduced |
| Capital Advisors, Ltd. LLC | 1,034 | $116.0K | 0.02% | +2+0.2% | Added |
| Focused Wealth Management, Inc | 1,005 | $113.0K | 0.02% | +931+1,258.1% | Added |
| Archer Investment Corp | 1,000 | $112.4K | 0.04% | −300−23.1% | Reduced |
| Benjamin Edwards Inc | 974 | $109.0K | 0.02% | +82+9.2% | Added |
| McIlrath & Eck, LLC | 945 | $106.2K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 941 | $105.8K | 0.01% | +493+110.0% | Added |
| Gradient Investments LLC | 938 | $105.4K | 0.00% | −6−0.6% | Reduced |
| Independence Bank of Kentucky | 925 | $104.0K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 909 | $102.2K | 0.01% | +191+26.6% | Added |
| Piscataqua Savings Bank | 830 | $93.3K | 0.09% | 00.0% | Unchanged |
| Alta Advisers Ltd | 800 | $89.9K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 793 | $89.1K | 0.01% | −379−32.3% | Reduced |
| Atwood & Palmer Inc | 750 | $84.3K | 0.01% | 00.0% | Unchanged |