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 |
|---|---|---|---|---|---|
| Central Trust Co | 3,693 | $484.1K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 3,652 | $478.7K | 0.06% | −736−16.8% | Reduced |
| Apollon Wealth Management, LLC | 3,621 | $474.6K | 0.01% | +174+5.0% | Added |
| Bryn Mawr Trust Co | 3,616 | $474.0K | 0.02% | +3,616 | New |
| FourThought Financial Partners, LLC | 3,572 | $468.3K | 0.05% | −226−6.0% | Reduced |
| KLR Investment Advisors, LLC | 3,643 | $461.5K | 0.33% | +173+5.0% | Added |
| Pettee Investors, Inc. | 3,520 | $461.4K | 0.20% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 3,482 | $456.5K | 0.04% | +3,482 | New |
| Jackson Hole Capital Partners, LLC | 3,452 | $452.5K | 0.10% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 3,416 | $447.8K | 0.18% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,372 | $442.0K | 0.01% | −124−3.5% | Reduced |
| Essex Financial Services, Inc. | 3,357 | $440.1K | 0.04% | −445−11.7% | Reduced |
| Prairie Sky Financial Group LLC | 3,320 | $435.2K | 0.26% | 00.0% | Unchanged |
| Syon Capital LLC | 3,313 | $434.2K | 0.04% | +133+4.2% | Added |
| VisionPoint Advisory Group, LLC | 3,269 | $428.5K | 0.15% | −3,019−48.0% | Reduced |
| HCR Wealth Advisors | 3,226 | $422.9K | 0.06% | 00.0% | Unchanged |
| Park National Corp | 3,198 | $419.2K | 0.02% | +222+7.5% | Added |
| Cary Street Partner Investment Advisory LLC | 3,156 | $413.7K | 0.02% | −566−15.2% | Reduced |
| Equitable Holdings, Inc. | 3,153 | $413.3K | 0.00% | −22−0.7% | Reduced |
| Pflug Koory, LLC | 3,150 | $412.9K | 0.20% | −120−3.7% | Reduced |
| Trust Asset Management LLC | 3,128 | $410.1K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,127 | $409.9K | 0.02% | +20+0.6% | Added |
| Chicago Wealth Management, Inc. | 3,123 | $409.4K | 0.24% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 3,118 | $408.7K | 0.00% | −6−0.2% | Reduced |
| Moloney Securities Asset Management, LLC | 3,102 | $406.7K | 0.06% | −439−12.4% | Reduced |
| Inlet Private Wealth, LLC | 3,100 | $406.4K | 0.11% | +3,100 | New |
| Councilmark Asset Management, LLC | 3,070 | $402.4K | 0.29% | +3,070 | New |
| Nexus Investment Management ULC | 3,043 | $398.9K | 0.04% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 3,133 | $394.4K | 0.02% | −182−5.5% | Reduced |
| Spire Wealth Management | 2,980 | $390.6K | 0.01% | +5+0.2% | Added |
| Camden Capital, LLC | 2,969 | $389.2K | 0.03% | −46−1.5% | Reduced |
| Skopos Labs, Inc. | 2,998 | $387.9K | 0.17% | −288−8.8% | Reduced |
| Wealthspire Advisors, LLC | 2,953 | $387.1K | 0.01% | −168−5.4% | Reduced |
| Arbor Investment Advisors, LLC | 2,953 | $387.1K | 0.06% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,952 | $387.0K | 0.04% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 2,940 | $385.4K | 0.00% | −1,146−28.0% | Reduced |
| Ballentine Partners, LLC | 2,888 | $378.6K | 0.01% | +86+3.1% | Added |
| TrinityPoint Wealth, LLC | 2,848 | $373.3K | 0.06% | +176+6.6% | Added |
| Madison Asset Management, LLC | 2,844 | $372.8K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 2,829 | $370.9K | 0.01% | −4,005−58.6% | Reduced |
| Rothschild Investment LLC | 2,821 | $369.8K | 0.03% | +111+4.1% | Added |
| Central Bank & Trust Co | 2,807 | $368.0K | 0.05% | −176−5.9% | Reduced |
| Independent Financial Group, LLC | 2,806 | $367.8K | 0.02% | −268−8.7% | Reduced |
| Hunter Associates Investment Management LLC | 2,800 | $367.0K | 0.06% | −400−12.5% | Reduced |
| Financial Engines Advisors L.L.C. | 2,792 | $366.0K | 0.00% | +2,792 | New |
| Ameritas Investment Partners, Inc. | 2,779 | $364.3K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 2,760 | $361.8K | 0.06% | −234−7.8% | Reduced |
| Siemens Fonds Invest GmbH | 2,735 | $358.5K | 0.03% | −126−4.4% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 2,900 | $356.5K | 0.07% | 00.0% | Unchanged |
| Renaissance Group LLC | 2,702 | $354.2K | 0.01% | +201+8.0% | Added |
| Independent Solutions Wealth Management, LLC | 2,672 | $350.3K | 0.08% | −131−4.7% | Reduced |
| First Bank & Trust | 2,668 | $349.7K | 0.07% | +26+1.0% | Added |
| Roberts Glore & Co Inc | 2,657 | $348.3K | 0.10% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,644 | $346.0K | 0.07% | −38−1.4% | Reduced |
| MBB Public Markets I LLC | 2,587 | $339.1K | 0.02% | +2,587 | New |
| Affinity Investment Advisors, LLC | 2,573 | $337.3K | 0.25% | −10,882−80.9% | Reduced |
| Systematic Alpha Investments, LLC | 2,547 | $333.9K | 0.01% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 2,540 | $333.0K | 0.01% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,532 | $331.9K | 0.17% | −42−1.6% | Reduced |
| Garrison Point Advisors, LLC | 2,531 | $331.8K | 0.21% | −50−1.9% | Reduced |
| Checchi Capital Advisers, LLC | 2,531 | $331.8K | 0.03% | +50+2.0% | Added |
| LGT Group Foundation | 2,522 | $330.6K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,520 | $330.3K | 0.01% | +261+11.6% | Added |
| Peachtree Investment Partners, LLC | 2,520 | $330.3K | 0.13% | 00.0% | Unchanged |
| AXA S.A. | 2,511 | $329.2K | 0.00% | −2−0.1% | Reduced |
| Schrum Private Wealth Management LLC | 2,507 | $328.6K | 0.30% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 2,721 | $327.6K | 0.01% | +2,721 | New |
| Corton Capital Inc. | 2,470 | $323.8K | 0.12% | −1,467−37.3% | Reduced |
| Valeo Financial Advisors, LLC | 2,509 | $323.7K | 0.01% | −144−5.4% | Reduced |
| TriaGen Wealth Management LLC | 2,443 | $320.3K | 0.13% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 2,426 | $318.0K | 0.31% | +2,426 | New |
| Institute for Wealth Management, LLC. | 2,424 | $317.7K | 0.04% | 00.0% | Unchanged |
| First Interstate Bank | 2,412 | $316.2K | 0.02% | −70−2.8% | Reduced |
| Bell Bank | 2,411 | $316.1K | 0.03% | −2−0.1% | Reduced |
| Grandfield & Dodd, LLC | 2,373 | $311.1K | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 2,364 | $310.0K | 0.01% | −9−0.4% | Reduced |
| IHT Wealth Management, LLC | 2,351 | $308.1K | 0.01% | +395+20.2% | Added |
| Aspire Private Capital, LLC | 2,347 | $307.6K | 0.08% | +378+19.2% | Added |
| Romano Brothers and Company | 2,346 | $307.5K | 0.04% | −300−11.3% | Reduced |
| Change Path, LLC | 2,337 | $306.0K | 0.01% | −43−1.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 2,333 | $305.8K | 0.01% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 2,312 | $303.0K | 0.01% | −11,579−83.4% | Reduced |
| Welch & Forbes LLC | 2,311 | $303.0K | 0.00% | −35−1.5% | Reduced |
| Great Lakes Advisors, LLC | 2,308 | $302.6K | 0.00% | −260−10.1% | Reduced |
| Ellevest, Inc. | 2,302 | $301.8K | 0.02% | −306−11.7% | Reduced |
| OmniStar Financial Group, Inc. | 2,292 | $300.6K | 0.28% | +2,292 | New |
| Western Wealth Management, LLC | 2,287 | $299.8K | 0.02% | −11−0.5% | Reduced |
| Edge Financial Advisors LLC | 2,282 | $299.1K | 0.26% | +2,282 | New |
| Conning Inc. | 2,278 | $298.6K | 0.01% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 2,277 | $298.4K | 0.05% | +2,277 | New |
| Haverford Trust Co | 2,275 | $298.2K | 0.00% | +2,275 | New |
| Summit Financial, LLC | 2,268 | $297.3K | 0.02% | −4,536−66.7% | Reduced |
| Clarius Group, LLC | 2,266 | $297.1K | 0.02% | −258−10.2% | Reduced |
| Waldron Private Wealth LLC | 2,265 | $296.9K | 0.01% | +33+1.5% | Added |
| Harbour Investments, Inc. | 2,249 | $294.9K | 0.01% | −169−7.0% | Reduced |
| GeoWealth Management, LLC | 2,243 | $294.0K | 0.01% | +983+78.0% | Added |
| Premier Path Wealth Partners, LLC | 2,230 | $292.3K | 0.06% | +109+5.1% | Added |
| Sigma Planning Corp | 2,222 | $291.3K | 0.01% | +2,222 | New |
| KG&L Capital Management,LLC | 2,212 | $290.0K | 0.12% | +2,212 | New |
| AdvisorNet Financial, Inc | 2,206 | $289.2K | 0.03% | −1,095−33.2% | Reduced |