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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 2,201 | $288.5K | 0.01% | +93+4.4% | Added |
| Hilltop Holdings Inc. | 2,196 | $287.9K | 0.03% | +51+2.4% | Added |
| Resources Investment Advisors, LLC. | 2,192 | $287.4K | 0.00% | −1,431−39.5% | Reduced |
| CAPROCK Group, Inc. | 2,189 | $287.1K | 0.02% | −225−9.3% | Reduced |
| Sienna Gestion | 2,159 | $283.0K | 0.03% | +2,159 | New |
| Mather Group, LLC. | 2,496 | $280.6K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,136 | $280.0K | 0.15% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 2,130 | $279.2K | 0.01% | +2,130 | New |
| Csenge Advisory Group | 2,123 | $278.3K | 0.02% | +7+0.3% | Added |
| Dakota Wealth Management | 2,119 | $277.8K | 0.01% | −1,607−43.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,099 | $275.2K | 0.02% | −8,966−81.0% | Reduced |
| Confluence Wealth Services, Inc. | 2,098 | $275.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 2,092 | $274.2K | 0.01% | +100+5.0% | Added |
| Jump Financial, LLC | 2,092 | $274.2K | 0.01% | +287+15.9% | Added |
| Graypoint LLC | 2,091 | $274.1K | 0.02% | +233+12.5% | Added |
| Roman Butler Fullerton & Co | 2,163 | $274.0K | 0.10% | +2,163 | New |
| Buckingham Strategic Wealth, LLC | 2,082 | $272.9K | 0.00% | +291+16.2% | Added |
| Mutual Advisors, LLC | 2,080 | $272.7K | 0.01% | −1,503−41.9% | Reduced |
| CoreFirst Bank & Trust | 2,071 | $271.5K | 0.17% | 00.0% | Unchanged |
| Atom Investors LP | 2,071 | $271.5K | 0.03% | +2,071 | New |
| Community Bank of Raymore | 2,060 | $270.0K | 0.13% | 00.0% | Unchanged |
| Optas, LLC | 2,058 | $269.8K | 0.07% | +22+1.1% | Added |
| Acima Private Wealth, LLC | 2,056 | $269.5K | 0.10% | 00.0% | Unchanged |
| Whittier Trust Co | 2,050 | $268.7K | 0.00% | +50+2.5% | Added |
| Walker Asset Management, LLC | 2,048 | $268.5K | 0.18% | +7+0.3% | Added |
| Astoria Portfolio Advisors LLC. | 2,204 | $267.4K | 0.10% | −579−20.8% | Reduced |
| Cozad Asset Management Inc | 2,036 | $266.9K | 0.03% | −350−14.7% | Reduced |
| Legacy Advisors, LLC | 2,032 | $266.4K | 0.03% | −1,425−41.2% | Reduced |
| Cardiff Park Advisors, LLC | 2,028 | $265.9K | 0.03% | +11+0.5% | Added |
| Wedmont Private Capital | 2,117 | $265.3K | 0.02% | +2,117 | New |
| REDW Wealth LLC | 2,023 | $265.2K | 0.07% | −229−10.2% | Reduced |
| Bragg Financial Advisors, Inc | 2,023 | $265.2K | 0.01% | −114−5.3% | Reduced |
| First Western Trust Bank | 2,023 | $265.2K | 0.01% | +16+0.8% | Added |
| Atomi Financial Group, Inc. | 2,022 | $265.1K | 0.02% | −34−1.7% | Reduced |
| South State Corp. | 2,018 | $264.5K | 0.02% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,016 | $264.3K | 0.02% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,013 | $263.9K | 0.01% | +35+1.8% | Added |
| GAM Holding AG | 2,007 | $263.1K | 0.02% | +2,007 | New |
| Trust Co of Vermont | 2,000 | $262.2K | 0.01% | +528+35.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,992 | $261.1K | 0.00% | +1,992 | New |
| Aviso Wealth Management | 1,975 | $258.9K | 0.16% | −450−18.6% | Reduced |
| Renasant Bank | 1,970 | $258.2K | 0.18% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,968 | $258.0K | 0.01% | +1,968 | New |
| Oversea-Chinese Banking CORP Ltd | 1,960 | $256.9K | 0.01% | +1,960 | New |
| CTC Alternative Strategies, Ltd. | 1,959 | $256.8K | 0.16% | +1,959 | New |
| Prime Capital Investment Advisors, LLC | 1,942 | $254.6K | 0.00% | −62−3.1% | Reduced |
| IFP Advisors, Inc | 1,936 | $253.9K | 0.01% | +83+4.5% | Added |
| Relyea Zuckerberg Hanson LLC | 1,929 | $252.9K | 0.04% | −222−10.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,926 | $252.5K | 0.00% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,912 | $250.6K | 0.06% | +1,912 | New |
| Washington Trust Co | 1,908 | $250.1K | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,905 | $249.7K | 0.07% | −30−1.6% | Reduced |
| Parkside Financial Bank & Trust | 1,893 | $248.2K | 0.04% | +10+0.5% | Added |
| Snowden Capital Advisors LLC | 1,883 | $246.8K | 0.01% | +68+3.7% | Added |
| Almanack Investment Partners, LLC. | 1,883 | $246.8K | 0.04% | +1,883 | New |
| Court Place Advisors, LLC | 1,878 | $246.2K | 0.08% | +9+0.5% | Added |
| Peak Planning Group, LLC | 1,870 | $245.1K | 0.15% | +1,870 | New |
| Davy Global Fund Management Ltd | 1,869 | $245.0K | 0.03% | −125−6.3% | Reduced |
| Foundations Investment Advisors, LLC | 1,841 | $241.3K | 0.01% | −329−15.2% | Reduced |
| We Are One Seven, LLC | 1,840 | $241.2K | 0.01% | −260−12.4% | Reduced |
| Belpointe Asset Management LLC | 1,834 | $240.5K | 0.02% | −231−11.2% | Reduced |
| Montag A & Associates Inc | 1,833 | $240.3K | 0.01% | −1,356−42.5% | Reduced |
| WBI Investments | 1,831 | $240.0K | 0.05% | +1,831 | New |
| Peoples Bank | 1,815 | $237.9K | 0.13% | −132−6.8% | Reduced |
| Barlow Wealth Partners, Inc. | 1,940 | $234.6K | 0.03% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,786 | $234.1K | 0.04% | +1,786 | New |
| Becker Capital Management Inc | 1,773 | $232.4K | 0.01% | +1,773 | New |
| Bedel Financial Consulting, Inc. | 1,768 | $231.8K | 0.04% | −426−19.4% | Reduced |
| Mayflower Financial Advisors, LLC | 1,768 | $231.8K | 0.04% | −43−2.4% | Reduced |
| Icon Wealth Advisors, LLC | 1,762 | $231.0K | 0.02% | +387+28.1% | Added |
| Prepared Retirement Institute LLC | 1,752 | $229.7K | 0.17% | +1,752 | New |
| Steward Partners Investment Solutions, LLC | 1,743 | $228.5K | 0.04% | −307−15.0% | Reduced |
| Hills Bank & Trust Co | 1,740 | $228.1K | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 1,736 | $227.6K | 0.03% | +1,736 | New |
| CFM Wealth Partners LLC | 1,736 | $227.6K | 0.05% | −314−15.3% | Reduced |
| Moneta Group Investment Advisors LLC | 1,724 | $226.1K | 0.00% | +1,724 | New |
| PFG Investments, LLC | 1,718 | $225.3K | 0.01% | +1,718 | New |
| Benjamin Edwards Inc | 1,708 | $224.0K | 0.04% | +734+75.4% | Added |
| Vicus Capital | 1,706 | $223.7K | 0.02% | +1,706 | New |
| McLean Asset Management Corp | 1,779 | $223.0K | 0.08% | +1,779 | New |
| Trust Co of Virginia | 1,698 | $222.6K | 0.02% | +1,698 | New |
| Advus Financial Partners, LLC | 1,696 | $222.3K | 0.07% | −1,039−38.0% | Reduced |
| Burt Wealth Advisors | 1,673 | $219.3K | 0.06% | +1,673 | New |
| NBC Securities, Inc. | 1,675 | $219.0K | 0.02% | −7,372−81.5% | Reduced |
| Connectus Wealth, LLC | 1,661 | $218.2K | 0.01% | +1,661 | New |
| Gries Financial LLC | 1,660 | $217.6K | 0.04% | +1,660 | New |
| Woodmont Investment Counsel LLC | 1,654 | $216.8K | 0.02% | −1,480−47.2% | Reduced |
| Berger Financial Group, Inc | 1,645 | $215.7K | 0.02% | +1,645 | New |
| Kingsview Wealth Management, LLC | 1,634 | $214.3K | 0.01% | +1,634 | New |
| Aspiriant, LLC | 1,632 | $214.0K | 0.01% | +1,632 | New |
| Perigon Wealth Management, LLC | 1,626 | $213.2K | 0.01% | +1,626 | New |
| Ameritas Advisory Services, LLC | 1,650 | $213.1K | 0.01% | +1,650 | New |
| FDx Advisors, Inc. | 1,620 | $212.0K | 0.03% | −715−30.6% | Reduced |
| Verity & Verity, LLC | 1,604 | $210.3K | 0.02% | +1,604 | New |
| PDS Planning, Inc | 1,602 | $210.0K | 0.02% | +1,602 | New |
| J. W. Coons Advisors, LLC | 1,598 | $209.5K | 0.05% | +1,598 | New |
| Valmark Advisers, Inc. | 1,596 | $209.2K | 0.00% | +1,596 | New |
| Citizens Financial Group Inc | 1,581 | $207.3K | 0.01% | −18,288−92.0% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,630 | $206.6K | 0.14% | +1,630 | New |
| Easterly Investment Partners LLC | 1,575 | $206.5K | 0.02% | +1,575 | New |