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 |
|---|---|---|---|---|---|
| Waldron Private Wealth LLC | 2,242 | $293.3K | 0.01% | −23−1.0% | Reduced |
| OmniStar Financial Group, Inc. | 2,240 | $293.0K | 0.27% | −52−2.3% | Reduced |
| Premier Path Wealth Partners, LLC | 2,230 | $291.7K | 0.05% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,221 | $286.9K | 0.09% | +58+2.7% | Added |
| Ellevest, Inc. | 2,186 | $286.0K | 0.02% | −116−5.0% | Reduced |
| Hilltop Holdings Inc. | 2,185 | $285.8K | 0.03% | −11−0.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,182 | $285.4K | 0.00% | +835+62.0% | Added |
| EverSource Wealth Advisors, LLC | 1,958 | $281.9K | 0.02% | +831+73.7% | Added |
| Optas, LLC | 2,147 | $280.9K | 0.07% | +89+4.3% | Added |
| Sendero Wealth Management, LLC | 2,139 | $279.8K | 0.05% | +2,139 | New |
| Pacitti Group Inc. | 2,136 | $279.4K | 0.15% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 2,130 | $278.6K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,126 | $278.1K | 0.03% | −80−3.6% | Reduced |
| Spears Abacus Advisors LLC | 2,103 | $275.1K | 0.01% | +2,103 | New |
| Confluence Wealth Services, Inc. | 2,098 | $274.4K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,096 | $274.2K | 0.01% | −153−6.8% | Reduced |
| Pinebridge Investments, L.P. | 2,095 | $274.0K | 0.00% | −5,944−73.9% | Reduced |
| Barlow Wealth Partners, Inc. | 1,940 | $272.1K | 0.04% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,072 | $271.0K | 0.01% | −129−5.9% | Reduced |
| CoreFirst Bank & Trust | 2,071 | $270.9K | 0.18% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,070 | $270.8K | 0.02% | −196−8.6% | Reduced |
| Atom Investors LP | 2,059 | $269.3K | 0.03% | −12−0.6% | Reduced |
| CX Institutional | 2,057 | $269.1K | 0.01% | −35−1.7% | Reduced |
| Acima Private Wealth, LLC | 2,056 | $268.9K | 0.10% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,055 | $268.8K | 0.18% | +7+0.3% | Added |
| Whittier Trust Co | 2,050 | $268.2K | 0.00% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,036 | $266.3K | 0.03% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 2,037 | $266.0K | 0.02% | +2,037 | New |
| Gryphon Financial Partners LLC | 2,029 | $265.4K | 0.04% | +243+13.6% | Added |
| Bragg Financial Advisors, Inc | 2,023 | $264.6K | 0.01% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,023 | $264.6K | 0.07% | 00.0% | Unchanged |
| First Western Trust Bank | 2,023 | $264.6K | 0.01% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,016 | $263.7K | 0.02% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,013 | $263.3K | 0.02% | −9−0.4% | Reduced |
| Everhart Financial Group, Inc. | 2,013 | $263.3K | 0.07% | +480+31.3% | Added |
| GAM Holding AG | 2,006 | $262.4K | 0.02% | −10.0% | Reduced |
| Trust Co of Vermont | 2,000 | $261.6K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,997 | $261.2K | 0.01% | −126−5.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,989 | $260.2K | 0.00% | −3−0.2% | Reduced |
| CTC Alternative Strategies, Ltd. | 1,984 | $259.5K | 0.11% | +25+1.3% | Added |
| Miracle Mile Advisors, LLC | 1,978 | $258.7K | 0.01% | −35−1.7% | Reduced |
| Aviso Wealth Management | 1,975 | $258.3K | 0.15% | 00.0% | Unchanged |
| South State Corp. | 1,968 | $257.4K | 0.02% | −50−2.5% | Reduced |
| Vise Technologies, Inc. | 1,963 | $256.8K | 0.05% | +1,963 | New |
| Relyea Zuckerberg Hanson LLC | 1,959 | $256.3K | 0.04% | +30+1.6% | Added |
| Buckingham Strategic Wealth, LLC | 1,956 | $255.9K | 0.00% | −126−6.1% | Reduced |
| Park Place Capital Corp | 1,936 | $253.2K | 0.08% | −1,908−49.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,930 | $252.5K | 0.01% | −1,226−38.8% | Reduced |
| Legacy Advisors, LLC | 1,912 | $250.1K | 0.03% | −120−5.9% | Reduced |
| NBC Securities, Inc. | 1,914 | $250.0K | 0.02% | +239+14.3% | Added |
| Washington Trust Co | 1,908 | $249.6K | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,905 | $249.2K | 0.07% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 1,901 | $248.7K | 0.12% | +31+1.7% | Added |
| We Are One Seven, LLC | 1,898 | $248.2K | 0.01% | +58+3.2% | Added |
| Almanack Investment Partners, LLC. | 1,883 | $246.3K | 0.04% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,879 | $245.8K | 0.00% | −89−4.5% | Reduced |
| Court Place Advisors, LLC | 1,878 | $245.7K | 0.08% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,842 | $241.0K | 0.04% | −51−2.7% | Reduced |
| Montag A & Associates Inc | 1,833 | $239.8K | 0.01% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 1,825 | $239.0K | 0.02% | +1,825 | New |
| Peoples Bank | 1,815 | $237.4K | 0.12% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,815 | $237.4K | 0.03% | +368+25.4% | Added |
| Benjamin Edwards Inc | 1,813 | $237.0K | 0.05% | +105+6.1% | Added |
| Bartlett & Co. Wealth Management LLC | 1,809 | $236.6K | 0.00% | −117−6.1% | Reduced |
| Perigon Wealth Management, LLC | 1,808 | $236.6K | 0.01% | +182+11.2% | Added |
| Mayflower Financial Advisors, LLC | 1,794 | $234.7K | 0.04% | +26+1.5% | Added |
| IFP Advisors, Inc | 1,788 | $233.9K | 0.01% | −148−7.6% | Reduced |
| Gladstone Institutional Advisory LLC | 1,788 | $233.9K | 0.01% | +1,788 | New |
| McLean Asset Management Corp | 1,799 | $232.5K | 0.08% | +20+1.1% | Added |
| Bedel Financial Consulting, Inc. | 1,771 | $231.7K | 0.03% | +3+0.2% | Added |
| Arkadios Wealth Advisors | 1,769 | $231.5K | 0.02% | +1,769 | New |
| Foundations Investment Advisors, LLC | 1,760 | $230.2K | 0.01% | −81−4.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,753 | $229.3K | 0.00% | −189−9.7% | Reduced |
| Prepared Retirement Institute LLC | 1,752 | $229.2K | 0.15% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,742 | $227.9K | 0.01% | +1,742 | New |
| Hills Bank & Trust Co | 1,740 | $227.6K | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 1,736 | $227.1K | 0.02% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 1,736 | $227.1K | 0.04% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,732 | $226.6K | 0.00% | +8+0.5% | Added |
| Gries Financial LLC | 1,717 | $224.6K | 0.05% | +57+3.4% | Added |
| Trust Co of Virginia | 1,698 | $222.1K | 0.02% | 00.0% | Unchanged |
| Vicus Capital | 1,691 | $221.2K | 0.02% | −15−0.9% | Reduced |
| Valmark Advisers, Inc. | 1,690 | $221.1K | 0.00% | +94+5.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,689 | $220.9K | 0.11% | +1,689 | New |
| Burt Wealth Advisors | 1,673 | $218.8K | 0.06% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,644 | $215.1K | 0.01% | −6−0.4% | Reduced |
| Berger Financial Group, Inc | 1,644 | $215.0K | 0.02% | −1−0.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,643 | $214.9K | 0.01% | +1,643 | New |
| PFG Investments, LLC | 1,636 | $214.0K | 0.02% | −82−4.8% | Reduced |
| Aaron Wealth Advisors | 1,635 | $213.9K | 0.03% | +66+4.2% | Added |
| Farther Finance Advisors, LLC | 1,601 | $212.8K | 0.01% | +558+53.5% | Added |
| SageView Advisory Group, LLC | 1,623 | $212.3K | 0.01% | +1,623 | New |
| Snowden Capital Advisors LLC | 1,614 | $211.1K | 0.01% | −269−14.3% | Reduced |
| PDS Planning, Inc | 1,610 | $210.6K | 0.02% | +8+0.5% | Added |
| Equity Investment Corp | 1,604 | $209.8K | 0.01% | +40+2.6% | Added |
| J. W. Coons Advisors, LLC | 1,598 | $209.1K | 0.05% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,592 | $208.3K | 0.00% | +31+2.0% | Added |
| Copeland Capital Management, LLC | 1,577 | $206.3K | 0.00% | −7,569−82.8% | Reduced |
| Easterly Investment Partners LLC | 1,575 | $206.0K | 0.02% | 00.0% | Unchanged |
| Americana Partners, LLC | 1,567 | $205.0K | 0.02% | +1,567 | New |