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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Highlander Capital Management, LLC | 275 | $36.0K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 272 | $35.7K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 270 | $35.4K | 0.00% | +167+162.1% | Added |
| Evermay Wealth Management LLC | 268 | $35.1K | 0.01% | −3−1.1% | Reduced |
| Bruce G. Allen Investments, LLC | 268 | $35.1K | 0.03% | +18+7.2% | Added |
| Riverview Trust Co | 257 | $33.7K | 0.03% | +257 | New |
| New Covenant Trust Company, N.A. | 257 | $33.7K | 0.03% | +257 | New |
| Key Financial Inc | 234 | $30.7K | 0.01% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 234 | $30.7K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 234 | $30.6K | 0.01% | +1+0.4% | Added |
| Dynamic Wealth Strategies, LLC | 221 | $29.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 231 | $28.7K | 0.00% | −97−29.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 218 | $28.6K | 0.01% | +18+9.0% | Added |
| Pinnacle Bancorp, Inc. | 213 | $27.9K | 0.01% | −340−61.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $27.5K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 200 | $26.2K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 200 | $26.2K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 199 | $26.1K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 194 | $25.0K | 0.01% | −5−2.5% | Reduced |
| Farmers & Merchants Investments Inc | 189 | $24.8K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 188 | $24.6K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 201 | $24.3K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 185 | $24.3K | 0.00% | +146+374.4% | Added |
| Private Ocean, LLC | 180 | $23.6K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 173 | $22.7K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 172 | $22.5K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 171 | $22.4K | 0.00% | −23−11.9% | Reduced |
| Acadian Asset Management LLC | 169 | $22.0K | 0.00% | −10,140−98.4% | Reduced |
| Addison Advisors LLC | 166 | $21.8K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 151 | $20.0K | 0.00% | −130−46.3% | Reduced |
| Cape Investment Advisory, Inc. | 152 | $19.9K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 150 | $19.7K | 0.01% | −29−16.2% | Reduced |
| First United Bank Trust | 150 | $19.7K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 150 | $19.7K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 150 | $19.7K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 145 | $19.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 144 | $18.9K | 0.00% | +144 | New |
| Whittier Trust Co of Nevada Inc | 131 | $17.2K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 129 | $17.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 128 | $16.8K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 125 | $16.4K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 125 | $16.4K | 0.01% | +4+3.3% | Added |
| Peoples Bank | 123 | $16.1K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 122 | $16.0K | 0.00% | +28+29.8% | Added |
| First Financial Corp | 122 | $16.0K | 0.01% | +122 | New |
| Sachetta, LLC | 141 | $15.8K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 118 | $15.5K | 0.01% | +60+103.4% | Added |
| Bogart Wealth, LLC | 116 | $15.2K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 116 | $15.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 114 | $14.9K | 0.00% | +114 | New |
| Riggs Asset Managment Co. Inc. | 111 | $14.6K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 109 | $14.3K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 108 | $14.2K | 0.00% | −830−88.5% | Reduced |
| Old Point Trust & Financial Services N A | 107 | $14.0K | 0.01% | +107 | New |
| SRS Capital Advisors, Inc. | 103 | $13.5K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 100 | $13.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $13.1K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 99 | $13.0K | 0.00% | +99 | New |
| Private Wealth Management Group, LLC | 98 | $12.8K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 95 | $12.5K | 0.01% | +95 | New |
| Hexagon Capital Partners LLC | 94 | $12.3K | 0.00% | −62−39.7% | Reduced |
| Y.D. More Investments Ltd | 90 | $11.8K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 88 | $11.5K | 0.00% | +88 | New |
| Fortitude Family Office, LLC | 87 | $11.4K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 83 | $11.0K | 0.00% | −28−25.2% | Reduced |
| Ogorek Anthony Joseph | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 76 | $9.96K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 73 | $9.57K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 71 | $9.31K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 70 | $9.18K | 0.00% | +8+12.9% | Added |
| Plato Investment Management Ltd | 70 | $9.18K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 70 | $9.18K | 0.00% | +70 | New |
| Castleview Partners, LLC | 69 | $9.04K | 0.01% | −4,223−98.4% | Reduced |
| Operose Advisors LLC | 67 | $8.78K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 66 | $8.71K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 65 | $8.08K | 0.00% | −82−55.8% | Reduced |
| Manchester Capital Management LLC | 60 | $7.87K | 0.00% | +9+17.6% | Added |
| Bangor Savings Bank | 57 | $7.47K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 75 | $7.41K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 56 | $7.34K | 0.00% | −412−88.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 56 | $7.34K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 56 | $7.34K | 0.00% | −19−25.3% | Reduced |
| Mascoma Wealth Management LLC | 54 | $7.08K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 50 | $6.55K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $6.55K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 49 | $6.42K | 0.01% | +38+345.5% | Added |
| RFP Financial Group LLC | 49 | $6.42K | 0.00% | +22+81.5% | Added |
| Financial Management Professionals, Inc. | 48 | $6.00K | 0.00% | −32−40.0% | Reduced |
| Horizon Bancorp Inc | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 44 | $5.69K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 40 | $5.24K | 0.00% | −35−46.7% | Reduced |
| WR Wealth Planners, LLC | 39 | $5.11K | 0.00% | +39 | New |
| Abound Wealth Management | 38 | $4.99K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 38 | $4.98K | 0.00% | −38−50.0% | Reduced |
| Colonial Trust Co | 38 | $4.86K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $4.85K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 38 | $4.75K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 33 | $4.22K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 31 | $4.06K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 31 | $4.06K | 0.00% | +6+24.0% | Added |