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Livermore
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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, Q2 2024

Institutional positions in Discover Financial Services as of Jun 30, 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
1,030
+7 vs. Q1 2024
Shares held
213.0M
+196.8K (+0.1%) vs. Q1 2024
Total value
$27.8B
−$40.8M (−0.1%) vs. Q1 2024
New holders
91
341 more added
Sold out
84
372 more reduced

13 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 1,030 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 heldQ2 2024: $27.8B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q1 2024.

Institutions holding DFS in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Independence Bank of Kentucky950$124.3K0.03%00.0%Unchanged
Lindbrook Capital, LLC1,002$131.1K0.01%+36+3.7%Added
FinTrust Capital Advisors, LLC1,028$134.5K0.03%−17−1.6%Reduced
American National Bank1,038$135.8K0.02%00.0%Unchanged
Capital Advisors, Ltd. LLC1,045$137.0K0.02%+7+0.7%Added
Sentry Investment Management LLC1,087$142.0K0.06%−223−17.0%Reduced
Geneos Wealth Management Inc.1,119$146.4K0.01%+213+23.5%Added
Quent Capital, LLC1,120$146.6K0.02%+4+0.4%Added
Lazard Asset Management LLC1,128$147.0K0.00%+1,128New
Trifecta Capital Advisors, LLC1,142$149.4K0.03%00.0%Unchanged
Oakworth Capital, Inc.1,150$150.4K0.01%00.0%Unchanged
Massmutual Trust Co FSB1,154$151.0K0.00%+300+35.1%Added
Proequities, Inc.1,164$152.3K0.01%−43−3.6%Reduced
Gilliland Jeter Wealth Management LLC1,164$152.3K0.05%00.0%Unchanged
Westpac Banking Corp1,238$161.9K0.01%−263−17.5%Reduced
HHM Wealth Advisors, LLC1,250$163.5K0.02%+1,250New
Brown Brothers Harriman & Co1,252$163.8K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.1,276$166.9K0.01%00.0%Unchanged
VisionPoint Advisory Group, LLC1,311$171.5K0.06%−1,958−59.9%Reduced
Leonteq Securities AG1,313$171.8K0.02%+638+94.5%Added
LRI Investments, LLC1,388$181.6K0.02%+1,300+1,477.3%Added
Ostrum Asset Management1,396$182.6K0.02%−109−7.2%Reduced
Jones Financial Companies LLLP1,396$182.7K0.00%+1,367+4,713.8%Added
Harvest Fund Management Co., Ltd1,501$196.0K0.01%+1,493+18,662.5%Added
Tompkins Financial Corp1,500$196.2K0.02%00.0%Unchanged
Invesco, LLC1,531$200.3K0.08%00.0%Unchanged
Sandy Spring Bank1,538$201.2K0.01%00.0%Unchanged
Kingsview Wealth Management, LLC1,545$202.0K0.00%−89−5.4%Reduced
Belpointe Asset Management LLC1,556$203.6K0.01%−278−15.2%Reduced
Americana Partners, LLC1,567$205.0K0.02%+1,567New
Easterly Investment Partners LLC1,575$206.0K0.02%00.0%Unchanged
Copeland Capital Management, LLC1,577$206.3K0.00%−7,569−82.8%Reduced
Capital Investment Advisors, LLC1,592$208.3K0.00%+31+2.0%Added
J. W. Coons Advisors, LLC1,598$209.1K0.05%00.0%Unchanged
Equity Investment Corp1,604$209.8K0.01%+40+2.6%Added
PDS Planning, Inc1,610$210.6K0.02%+8+0.5%Added
Snowden Capital Advisors LLC1,614$211.1K0.01%−269−14.3%Reduced
SageView Advisory Group, LLC1,623$212.3K0.01%+1,623New
Farther Finance Advisors, LLC1,601$212.8K0.01%+558+53.5%Added
Aaron Wealth Advisors1,635$213.9K0.03%+66+4.2%Added
PFG Investments, LLC1,636$214.0K0.02%−82−4.8%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,643$214.9K0.01%+1,643New
Berger Financial Group, Inc1,644$215.0K0.02%−1−0.1%Reduced
Ameritas Advisory Services, LLC1,644$215.1K0.01%−6−0.4%Reduced
Burt Wealth Advisors1,673$218.8K0.06%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC1,689$220.9K0.11%+1,689New
Valmark Advisers, Inc.1,690$221.1K0.00%+94+5.9%Added
Vicus Capital1,691$221.2K0.02%−15−0.9%Reduced
Trust Co of Virginia1,698$222.1K0.02%00.0%Unchanged
Gries Financial LLC1,717$224.6K0.05%+57+3.4%Added
Moneta Group Investment Advisors LLC1,732$226.6K0.00%+8+0.5%Added
CFM Wealth Partners LLC1,736$227.1K0.04%00.0%Unchanged
Kovack Advisors, Inc.1,736$227.1K0.02%00.0%Unchanged
Hills Bank & Trust Co1,740$227.6K0.02%00.0%Unchanged
PEAK6 Investments LLC1,742$227.9K0.01%+1,742New
Prepared Retirement Institute LLC1,752$229.2K0.15%00.0%Unchanged
Prime Capital Investment Advisors, LLC1,753$229.3K0.00%−189−9.7%Reduced
Foundations Investment Advisors, LLC1,760$230.2K0.01%−81−4.4%Reduced
Arkadios Wealth Advisors1,769$231.5K0.02%+1,769New
Bedel Financial Consulting, Inc.1,771$231.7K0.03%+3+0.2%Added
McLean Asset Management Corp1,799$232.5K0.08%+20+1.1%Added
Gladstone Institutional Advisory LLC1,788$233.9K0.01%+1,788New
IFP Advisors, Inc1,788$233.9K0.01%−148−7.6%Reduced
Mayflower Financial Advisors, LLC1,794$234.7K0.04%+26+1.5%Added
Perigon Wealth Management, LLC1,808$236.6K0.01%+182+11.2%Added
Bartlett & Co. Wealth Management LLC1,809$236.6K0.00%−117−6.1%Reduced
Benjamin Edwards Inc1,813$237.0K0.05%+105+6.1%Added
Peoples Bank1,815$237.4K0.12%00.0%Unchanged
Atlas Capital Advisors LLC1,815$237.4K0.03%+368+25.4%Added
Lee Danner & Bass Inc1,825$239.0K0.02%+1,825New
Montag A & Associates Inc1,833$239.8K0.01%00.0%Unchanged
Parkside Financial Bank & Trust1,842$241.0K0.04%−51−2.7%Reduced
Court Place Advisors, LLC1,878$245.7K0.08%00.0%Unchanged
Aptus Capital Advisors, LLC1,879$245.8K0.00%−89−4.5%Reduced
Almanack Investment Partners, LLC.1,883$246.3K0.04%00.0%Unchanged
We Are One Seven, LLC1,898$248.2K0.01%+58+3.2%Added
Peak Planning Group, LLC1,901$248.7K0.12%+31+1.7%Added
Founders Financial Alliance, LLC1,905$249.2K0.07%00.0%Unchanged
Washington Trust Co1,908$249.6K0.01%00.0%Unchanged
NBC Securities, Inc.1,914$250.0K0.02%+239+14.3%Added
Legacy Advisors, LLC1,912$250.1K0.03%−120−5.9%Reduced
Cary Street Partner Investment Advisory LLC1,930$252.5K0.01%−1,226−38.8%Reduced
Park Place Capital Corp1,936$253.2K0.08%−1,908−49.6%Reduced
Buckingham Strategic Wealth, LLC1,956$255.9K0.00%−126−6.1%Reduced
Relyea Zuckerberg Hanson LLC1,959$256.3K0.04%+30+1.6%Added
Vise Technologies, Inc.1,963$256.8K0.05%+1,963New
South State Corp.1,968$257.4K0.02%−50−2.5%Reduced
Aviso Wealth Management1,975$258.3K0.15%00.0%Unchanged
Miracle Mile Advisors, LLC1,978$258.7K0.01%−35−1.7%Reduced
CTC Alternative Strategies, Ltd.1,984$259.5K0.11%+25+1.3%Added
Connor, Clark & Lunn Investment Management Ltd.1,989$260.2K0.00%−3−0.2%Reduced
Csenge Advisory Group1,997$261.2K0.01%−126−5.9%Reduced
Trust Co of Vermont2,000$261.6K0.01%00.0%Unchanged
GAM Holding AG2,006$262.4K0.02%−10.0%Reduced
Everhart Financial Group, Inc.2,013$263.3K0.07%+480+31.3%Added
Atomi Financial Group, Inc.2,013$263.3K0.02%−9−0.4%Reduced
Fukoku Mutual Life Insurance Co2,016$263.7K0.02%00.0%Unchanged
Bragg Financial Advisors, Inc2,023$264.6K0.01%00.0%Unchanged
REDW Wealth LLC2,023$264.6K0.07%00.0%Unchanged
First Western Trust Bank2,023$264.6K0.01%00.0%Unchanged