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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dynamic Wealth Strategies, LLC | 221 | $29.0K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 218 | $28.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 213 | $27.9K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $27.5K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 209 | $27.3K | 0.00% | −74−26.1% | Reduced |
| PSI Advisors, LLC | 200 | $26.2K | 0.01% | −200−50.0% | Reduced |
| City Holding Co | 200 | $26.2K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 200 | $26.2K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 197 | $25.8K | 0.01% | +197 | New |
| Sachetta, LLC | 177 | $25.6K | 0.01% | +36+25.5% | Added |
| TSFG, LLC | 194 | $25.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 189 | $24.7K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 201 | $24.7K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 188 | $24.6K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 184 | $24.1K | 0.00% | −135−42.3% | Reduced |
| Grove Bank & Trust | 184 | $24.1K | 0.00% | −15−7.5% | Reduced |
| Private Ocean, LLC | 180 | $23.5K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 173 | $22.6K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 172 | $22.5K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 172 | $22.4K | 0.00% | +1+0.6% | Added |
| Addison Advisors LLC | 166 | $21.7K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 155 | $20.3K | 0.01% | +5+3.3% | Added |
| Valued Wealth Advisors LLC | 153 | $20.0K | 0.01% | +35+29.7% | Added |
| Hantz Financial Services, Inc. | 151 | $20.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 150 | $19.9K | 0.00% | +150 | New |
| Cape Investment Advisory, Inc. | 152 | $19.9K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 150 | $19.6K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 150 | $19.6K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 150 | $19.6K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 150 | $19.6K | 0.02% | +150 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 145 | $19.0K | 0.01% | +20+16.0% | Added |
| First Command Advisory Services, Inc. | 145 | $19.0K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 135 | $17.7K | 0.00% | +135 | New |
| Roble, Belko & Company, Inc | 129 | $17.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 128 | $16.7K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 125 | $16.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 124 | $16.2K | 0.00% | +8+6.9% | Added |
| Peoples Bank | 123 | $16.1K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 122 | $16.0K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 121 | $15.9K | 0.00% | +121 | New |
| Coston, McIsaac & Partners | 116 | $15.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 114 | $14.9K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 109 | $14.3K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 108 | $14.1K | 0.00% | −3−2.7% | Reduced |
| Gradient Investments LLC | 108 | $14.1K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 107 | $14.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 107 | $14.0K | 0.00% | +31+40.8% | Added |
| Ashton Thomas Private Wealth, LLC | 105 | $13.7K | 0.00% | +105 | New |
| Gs Investments, Inc. | 100 | $13.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $13.1K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 100 | $13.1K | 0.01% | +100 | New |
| GW&K Investment Management, LLC | 100 | $13.0K | 0.00% | +17+20.5% | Added |
| Private Wealth Management Group, LLC | 98 | $12.8K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 95 | $12.4K | 0.01% | 00.0% | Unchanged |
| Cypress Capital, LLC | 93 | $12.2K | 0.00% | +93 | New |
| Avion Wealth | 99 | $12.0K | 0.00% | +79+395.0% | Added |
| Hexagon Capital Partners LLC | 90 | $11.8K | 0.00% | −4−4.3% | Reduced |
| Fortitude Family Office, LLC | 87 | $11.4K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 81 | $10.6K | 0.00% | +21+35.0% | Added |
| WR Wealth Planners, LLC | 80 | $10.5K | 0.00% | +41+105.1% | Added |
| Meeder Asset Management Inc | 74 | $9.68K | 0.00% | +44+146.7% | Added |
| Sugarloaf Wealth Management, LLC | 73 | $9.55K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 71 | $9.29K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 71 | $9.29K | 0.00% | +71 | New |
| SJS Investment Consulting Inc. | 70 | $9.16K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 70 | $9.16K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 70 | $9.16K | 0.00% | +33+89.2% | Added |
| Castleview Partners, LLC | 69 | $9.03K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 67 | $8.76K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 67 | $8.76K | 0.00% | +67 | New |
| Voisard Asset Management Group, Inc. | 66 | $8.70K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 65 | $8.50K | 0.00% | +65 | New |
| American Capital Advisory, LLC | 75 | $8.43K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 57 | $7.46K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 56 | $7.33K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 56 | $7.33K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 54 | $7.06K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 50 | $6.54K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $6.54K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 49 | $6.41K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 46 | $6.02K | 0.00% | +46 | New |
| Horizon Bancorp Inc | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 45 | $5.89K | 0.00% | +45 | New |
| Rosenberg Matthew Hamilton | 44 | $5.85K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 43 | $5.63K | 0.00% | −6−12.2% | Reduced |
| Frazier Financial Advisors, LLC | 40 | $5.23K | 0.00% | +25+166.7% | Added |
| Pittenger & Anderson Inc | 40 | $5.23K | 0.00% | +40 | New |
| IAG Wealth Partners, LLC | 40 | $5.23K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 38 | $4.98K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 38 | $4.97K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 37 | $4.84K | 0.00% | −917−96.1% | Reduced |
| Colonial Trust Co | 38 | $4.70K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 33 | $4.15K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 31 | $4.06K | 0.00% | +3+10.7% | Added |
| Creative Financial Designs Inc | 31 | $4.05K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 30 | $3.94K | 0.00% | +12+66.7% | Added |
| Tyler-Stone Wealth Management | 30 | $3.92K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $3.66K | 0.00% | −882−96.9% | Reduced |