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Livermore
ZHEN

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, Q1 2024

Institutional positions in Discover Financial Services as of Mar 31, 2024. 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
1,036
+73 vs. Q4 2023
Shares held
213.3M
−3.49M (−1.6%) vs. Q4 2023
Total value
$27.9B
+$3.55B (+14.6%) vs. Q4 2023
New holders
160
287 more added
Sold out
87
400 more reduced

16 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 1,036 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 heldQ1 2024: $27.9B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q4 2023.

Institutions holding DFS in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$40.00%0Unchanged
WestEnd Advisors, LLC1$1310.00%+1New
Global Wealth Strategies & Associates2$2620.00%+2New
Rakuten Securities, Inc.2$2620.00%+2New
TD Capital Management LLC4$5240.00%+4New
Wolff Wiese Magana LLC5$6560.00%00.0%Unchanged
Jamison Private Wealth Management, Inc.5$6560.00%+5New
JJJ Advisors Inc.6$7870.00%+1+20.0%Added
Beaird Harris Wealth Management, LLC7$9180.00%00.0%Unchanged
Capital Analysts, LLC7$1.00K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd8$1.00K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC9$1.18K0.00%−59−86.8%Reduced
Global Assets Advisory, LLC165,348$1.28K0.06%+165,348New
NVWM, LLC10$1.31K0.00%+10New
Newbridge Financial Services Group, Inc.10$1.31K0.00%+10New
Sofos Investments, Inc.12$1.66K0.00%+12New
LifeSteps Financial, Inc.15$1.97K0.00%+15New
Frazier Financial Advisors, LLC15$1.97K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA15$2.00K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC17$2.23K0.00%00.0%Unchanged
Center for Financial Planning, Inc.18$2.36K0.00%00.0%Unchanged
TFC Financial Management18$2.37K0.00%00.0%Unchanged
Eagle Bay Advisors LLC21$2.75K0.00%00.0%Unchanged
Dunhill Financial, LLC22$2.91K0.00%+3+15.8%Added
Avion Wealth20$3.00K0.00%+14+233.3%Added
Provenance Wealth Advisors, LLC24$3.15K0.00%00.0%Unchanged
Byrne Asset Management LLC24$3.15K0.00%+24New
Main Street Group, LTD25$3.23K0.00%00.0%Unchanged
Hollencrest Capital Management25$3.28K0.00%−1,865−98.7%Reduced
Crewe Advisors LLC25$3.28K0.00%+25New
Red Tortoise LLC26$3.35K0.00%+1+4.0%Added
DiNuzzo Private Wealth, Inc.28$3.67K0.00%00.0%Unchanged
Jones Financial Companies LLLP29$3.80K0.00%00.0%Unchanged
Tyler-Stone Wealth Management30$3.93K0.00%00.0%Unchanged
Meeder Asset Management Inc30$3.93K0.00%+30New
Tfo-TDC, LLC31$4.06K0.00%00.0%Unchanged
Creative Financial Designs Inc31$4.06K0.00%+6+24.0%Added
Kiely Wealth Advisory Group, Inc.33$4.22K0.00%00.0%Unchanged
Cornerstone Planning Group LLC38$4.75K0.00%00.0%Unchanged
Bell Investment Advisors, Inc37$4.85K0.00%00.0%Unchanged
Colonial Trust Co38$4.86K0.00%00.0%Unchanged
Fortis Group Advisors, LLC38$4.98K0.00%−38−50.0%Reduced
Abound Wealth Management38$4.99K0.00%00.0%Unchanged
WR Wealth Planners, LLC39$5.11K0.00%+39New
IAG Wealth Partners, LLC40$5.24K0.00%−35−46.7%Reduced
Rosenberg Matthew Hamilton44$5.69K0.00%00.0%Unchanged
Financial Management Professionals, Inc.48$6.00K0.00%−32−40.0%Reduced
Horizon Bancorp Inc49$6.00K0.00%00.0%Unchanged
RFP Financial Group LLC49$6.42K0.00%+22+81.5%Added
Delos Wealth Advisors, LLC49$6.42K0.01%+38+345.5%Added
Estabrook Capital Management50$6.55K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC50$6.55K0.00%00.0%Unchanged
Mascoma Wealth Management LLC54$7.08K0.00%00.0%Unchanged
Raffa Wealth Management, LLC56$7.34K0.00%−19−25.3%Reduced
Moisand Fitzgerald Tamayo, LLC56$7.34K0.00%00.0%Unchanged
Larson Financial Group LLC56$7.34K0.00%−412−88.0%Reduced
American Capital Advisory, LLC75$7.41K0.01%00.0%Unchanged
Bangor Savings Bank57$7.47K0.00%00.0%Unchanged
Manchester Capital Management LLC60$7.87K0.00%+9+17.6%Added
Wetzel Investment Advisors, Inc.65$8.08K0.00%−82−55.8%Reduced
Voisard Asset Management Group, Inc.66$8.71K0.00%00.0%Unchanged
Operose Advisors LLC67$8.78K0.00%00.0%Unchanged
Castleview Partners, LLC69$9.04K0.01%−4,223−98.4%Reduced
Plato Investment Management Ltd70$9.18K0.00%00.0%Unchanged
Hilltop National Bank70$9.18K0.00%+70New
SJS Investment Consulting Inc.70$9.18K0.00%+8+12.9%Added
JDM Financial Group LLC71$9.31K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC73$9.57K0.00%00.0%Unchanged
Concord Wealth Partners76$9.96K0.00%00.0%Unchanged
GW&K Investment Management, LLC83$11.0K0.00%−28−25.2%Reduced
Ogorek Anthony Joseph90$11.0K0.00%00.0%Unchanged
Fortitude Family Office, LLC87$11.4K0.01%00.0%Unchanged
LRI Investments, LLC88$11.5K0.00%+88New
Y.D. More Investments Ltd90$11.8K0.00%00.0%Unchanged
Hexagon Capital Partners LLC94$12.3K0.00%−62−39.7%Reduced
Gen-Wealth Partners Inc95$12.5K0.01%+95New
Private Wealth Management Group, LLC98$12.8K0.01%00.0%Unchanged
Front Row Advisors LLC99$13.0K0.00%+99New
Gs Investments, Inc.100$13.1K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.100$13.1K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.103$13.5K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A107$14.0K0.01%+107New
Gradient Investments LLC108$14.2K0.00%−830−88.5%Reduced
Peoples Financial Services Corp.109$14.3K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.111$14.6K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC114$14.9K0.00%+114New
Coston, McIsaac & Partners116$15.0K0.00%00.0%Unchanged
Bogart Wealth, LLC116$15.2K0.00%00.0%Unchanged
Valued Wealth Advisors LLC118$15.5K0.01%+60+103.4%Added
Sachetta, LLC141$15.8K0.01%00.0%Unchanged
First Financial Corp122$16.0K0.01%+122New
Venturi Wealth Management, LLC122$16.0K0.00%+28+29.8%Added
Peoples Bank123$16.1K0.01%00.0%Unchanged
Compass Wealth Management LLC125$16.4K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC125$16.4K0.01%+4+3.3%Added
Solstein Capital, LLC128$16.8K0.01%00.0%Unchanged
Roble, Belko & Company, Inc129$17.0K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc131$17.2K0.00%00.0%Unchanged
CoreCap Advisors, LLC144$18.9K0.00%+144New
First Command Advisory Services, Inc.145$19.0K0.00%00.0%Unchanged