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Livermore
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
Independence Bank of Kentucky950$124.5K0.04%+25+2.7%Added
Lindbrook Capital, LLC966$126.6K0.01%+25+2.7%Added
Covestor Ltd1,004$132.0K0.08%−107−9.6%Reduced
Farther Finance Advisors, LLC1,043$135.0K0.01%+134+14.7%Added
Capital Advisors, Ltd. LLC1,038$136.0K0.02%+4+0.4%Added
American National Bank1,038$136.1K0.02%+338+48.3%Added
FinTrust Capital Advisors, LLC1,045$137.0K0.03%+298+39.9%Added
MV Capital Management, Inc.1,055$138.3K0.02%+11+1.1%Added
EverSource Wealth Advisors, LLC1,127$142.9K0.01%−52−4.4%Reduced
Quent Capital, LLC1,116$146.3K0.02%+4+0.4%Added
Trifecta Capital Advisors, LLC1,142$149.7K0.04%00.0%Unchanged
Oakworth Capital, Inc.1,150$150.8K0.01%00.0%Unchanged
Quest Partners LLC1,158$151.8K0.03%+1,158New
Gilliland Jeter Wealth Management LLC1,164$152.6K0.05%+1,164New
Proequities, Inc.1,207$158.2K0.01%+73+6.4%Added
Brown Brothers Harriman & Co1,252$164.1K0.00%+776+163.0%Added
GHP Investment Advisors, Inc.1,276$167.3K0.01%00.0%Unchanged
Sentry Investment Management LLC1,310$172.0K0.07%00.0%Unchanged
Cullen/Frost Bankers, Inc.1,347$176.5K0.00%−52−3.7%Reduced
Tobam1,361$178.0K0.02%00.0%Unchanged
Atlas Capital Advisors LLC1,447$189.7K0.03%00.0%Unchanged
Tompkins Financial Corp1,500$196.6K0.02%00.0%Unchanged
Westpac Banking Corp1,501$196.8K0.01%−8,837−85.5%Reduced
Ostrum Asset Management1,505$197.3K0.02%00.0%Unchanged
HFG Advisors, Inc.1,527$200.2K0.18%+1,527New
Invesco, LLC1,531$200.7K0.09%+1,531New
Everhart Financial Group, Inc.1,533$201.0K0.06%+1,533New
GAMMA Investing LLC1,536$201.4K0.04%+19+1.3%Added
New Century Financial Group, LLC1,538$201.6K0.14%+1,538New
Sandy Spring Bank1,538$201.6K0.01%−26−1.7%Reduced
Capital Investment Advisors, LLC1,561$204.6K0.00%+1,561New
Delap Wealth Advisory, LLC1,562$204.8K0.08%+1,562New
Equity Investment Corp1,564$205.0K0.01%+1,564New
InterOcean Capital Group, LLC1,566$205.3K0.00%+1,566New
Aaron Wealth Advisors1,569$205.7K0.03%+1,569New
Easterly Investment Partners LLC1,575$206.5K0.02%+1,575New
Obsidian Personal Planning Solutions LLC1,630$206.6K0.14%+1,630New
Citizens Financial Group Inc1,581$207.3K0.01%−18,288−92.0%Reduced
Valmark Advisers, Inc.1,596$209.2K0.00%+1,596New
J. W. Coons Advisors, LLC1,598$209.5K0.05%+1,598New
PDS Planning, Inc1,602$210.0K0.02%+1,602New
Verity & Verity, LLC1,604$210.3K0.02%+1,604New
FDx Advisors, Inc.1,620$212.0K0.03%−715−30.6%Reduced
Ameritas Advisory Services, LLC1,650$213.1K0.01%+1,650New
Perigon Wealth Management, LLC1,626$213.2K0.01%+1,626New
Aspiriant, LLC1,632$214.0K0.01%+1,632New
Kingsview Wealth Management, LLC1,634$214.3K0.01%+1,634New
Berger Financial Group, Inc1,645$215.7K0.02%+1,645New
Woodmont Investment Counsel LLC1,654$216.8K0.02%−1,480−47.2%Reduced
Gries Financial LLC1,660$217.6K0.04%+1,660New
Connectus Wealth, LLC1,661$218.2K0.01%+1,661New
NBC Securities, Inc.1,675$219.0K0.02%−7,372−81.5%Reduced
Burt Wealth Advisors1,673$219.3K0.06%+1,673New
Advus Financial Partners, LLC1,696$222.3K0.07%−1,039−38.0%Reduced
Trust Co of Virginia1,698$222.6K0.02%+1,698New
McLean Asset Management Corp1,779$223.0K0.08%+1,779New
Vicus Capital1,706$223.7K0.02%+1,706New
Benjamin Edwards Inc1,708$224.0K0.04%+734+75.4%Added
PFG Investments, LLC1,718$225.3K0.01%+1,718New
Moneta Group Investment Advisors LLC1,724$226.1K0.00%+1,724New
CFM Wealth Partners LLC1,736$227.6K0.05%−314−15.3%Reduced
Kovack Advisors, Inc.1,736$227.6K0.03%+1,736New
Hills Bank & Trust Co1,740$228.1K0.02%00.0%Unchanged
Steward Partners Investment Solutions, LLC1,743$228.5K0.04%−307−15.0%Reduced
Prepared Retirement Institute LLC1,752$229.7K0.17%+1,752New
Icon Wealth Advisors, LLC1,762$231.0K0.02%+387+28.1%Added
Mayflower Financial Advisors, LLC1,768$231.8K0.04%−43−2.4%Reduced
Bedel Financial Consulting, Inc.1,768$231.8K0.04%−426−19.4%Reduced
Becker Capital Management Inc1,773$232.4K0.01%+1,773New
Gryphon Financial Partners LLC1,786$234.1K0.04%+1,786New
Barlow Wealth Partners, Inc.1,940$234.6K0.03%00.0%Unchanged
Peoples Bank1,815$237.9K0.13%−132−6.8%Reduced
WBI Investments1,831$240.0K0.05%+1,831New
Montag A & Associates Inc1,833$240.3K0.01%−1,356−42.5%Reduced
Belpointe Asset Management LLC1,834$240.5K0.02%−231−11.2%Reduced
We Are One Seven, LLC1,840$241.2K0.01%−260−12.4%Reduced
Foundations Investment Advisors, LLC1,841$241.3K0.01%−329−15.2%Reduced
Davy Global Fund Management Ltd1,869$245.0K0.03%−125−6.3%Reduced
Peak Planning Group, LLC1,870$245.1K0.15%+1,870New
Court Place Advisors, LLC1,878$246.2K0.08%+9+0.5%Added
Snowden Capital Advisors LLC1,883$246.8K0.01%+68+3.7%Added
Almanack Investment Partners, LLC.1,883$246.8K0.04%+1,883New
Parkside Financial Bank & Trust1,893$248.2K0.04%+10+0.5%Added
Founders Financial Alliance, LLC1,905$249.7K0.07%−30−1.6%Reduced
Washington Trust Co1,908$250.1K0.01%00.0%Unchanged
ASB Consultores, LLC1,912$250.6K0.06%+1,912New
Bartlett & Co. Wealth Management LLC1,926$252.5K0.00%00.0%Unchanged
Relyea Zuckerberg Hanson LLC1,929$252.9K0.04%−222−10.3%Reduced
IFP Advisors, Inc1,936$253.9K0.01%+83+4.5%Added
Prime Capital Investment Advisors, LLC1,942$254.6K0.00%−62−3.1%Reduced
CTC Alternative Strategies, Ltd.1,959$256.8K0.16%+1,959New
Oversea-Chinese Banking CORP Ltd1,960$256.9K0.01%+1,960New
Aptus Capital Advisors, LLC1,968$258.0K0.01%+1,968New
Renasant Bank1,970$258.2K0.18%00.0%Unchanged
Aviso Wealth Management1,975$258.9K0.16%−450−18.6%Reduced
Connor, Clark & Lunn Investment Management Ltd.1,992$261.1K0.00%+1,992New
Trust Co of Vermont2,000$262.2K0.01%+528+35.9%Added
GAM Holding AG2,007$263.1K0.02%+2,007New
Miracle Mile Advisors, LLC2,013$263.9K0.01%+35+1.8%Added
Fukoku Mutual Life Insurance Co2,016$264.3K0.02%00.0%Unchanged