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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, Q3 2024

Institutional positions in Discover Financial Services as of Sep 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
1,061
+38 vs. Q2 2024
Shares held
213.8M
+20.3M (+10.5%) vs. Q2 2024
Total value
$30.0B
+$4.72B (+18.7%) vs. Q2 2024
New holders
102
387 more added
Sold out
64
355 more reduced

7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 1,061 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 heldQ3 2024: $30.0B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q2 2024.

Institutions holding DFS in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Kelly Financial Services LLC0$00.00%−591−100.0%Sold out
J.Safra Asset Management Corp0$00.00%−387−100.0%Sold out
Dynamic Wealth Strategies, LLC0$00.00%−221−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−197−100.0%Sold out
Hantz Financial Services, Inc.0$00.00%−151−100.0%Sold out
Family Firm, Inc.0$00.00%−121−100.0%Sold out
Gradient Investments LLC0$00.00%−108−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−105−100.0%Sold out
Cypress Capital, LLC0$00.00%−93−100.0%Sold out
Hilltop National Bank0$00.00%−70−100.0%Sold out
Castleview Partners, LLC0$00.00%−69−100.0%Sold out
ESL Trust Services, LLC0$00.00%−67−100.0%Sold out
Delos Wealth Advisors, LLC0$00.00%−49−100.0%Sold out
Legend Financial Advisors, Inc.0$00.00%−46−100.0%Sold out
RFP Financial Group LLC0$00.00%−43−100.0%Sold out
Frazier Financial Advisors, LLC0$00.00%−40−100.0%Sold out
Brown Shipley& Co Ltd0$00.00%−37−100.0%Sold out
Tyler-Stone Wealth Management0$00.00%−30−100.0%Sold out
Triad Wealth Partners, LLC0$00.00%−25−100.0%Sold out
Unique Wealth Strategies, LLC0$00.00%−20−100.0%Sold out
Wetzel Investment Advisors, Inc.0$00.00%−10−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−6−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−5−100.0%Sold out
Clear Street Markets LLC0$00.00%−2−100.0%Sold out
Transamerica Financial Advisors, Inc.0$00.00%−1−100.0%Sold out
BlackRock Inc.––––Not filed
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed
Herr Investment Group LLC––––Not filed
Buckingham Strategic Wealth, LLC––––Not filed
Private Ocean, LLC––––Not filed
JJJ Advisors Inc.––––Not filed