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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbor Capital Advisors, Inc. | 377 | $53.0K | 0.00% | +377 | New |
| Anchor Investment Management, LLC | 371 | $52.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 366 | $51.3K | 0.00% | −127−25.8% | Reduced |
| Financial Network Wealth Advisors LLC | 355 | $49.8K | 0.04% | −13−3.5% | Reduced |
| Stephens Consulting, LLC | 350 | $49.1K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 336 | $47.1K | 0.01% | −4−1.2% | Reduced |
| Sunbelt Securities, Inc. | 324 | $45.5K | 0.00% | +1+0.3% | Added |
| Harbor Investment Advisory, LLC | 318 | $44.6K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 316 | $44.3K | 0.00% | +68+27.4% | Added |
| West Paces Advisors Inc. | 311 | $43.6K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 300 | $42.1K | 0.01% | +300 | New |
| Pinnacle Bancorp, Inc. | 292 | $41.0K | 0.01% | +79+37.1% | Added |
| Perkins Coie Trust Co | 280 | $39.3K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 272 | $38.2K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 269 | $37.7K | 0.00% | +269 | New |
| Evermay Wealth Management LLC | 268 | $37.6K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 267 | $37.5K | 0.03% | −1−0.4% | Reduced |
| Riverview Trust Co | 262 | $36.8K | 0.03% | +5+1.9% | Added |
| Atticus Wealth Management, LLC | 257 | $36.0K | 0.01% | +257 | New |
| United Community Bank | 250 | $35.1K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 243 | $34.0K | 0.01% | +243 | New |
| Partnership Wealth Management, LLC | 234 | $32.8K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 232 | $32.6K | 0.01% | +1+0.4% | Added |
| Y.D. More Investments Ltd | 230 | $32.3K | 0.00% | +7+3.1% | Added |
| Planned Solutions, Inc. | 226 | $31.7K | 0.01% | +226 | New |
| Whittier Trust Co of Nevada Inc | 221 | $31.0K | 0.00% | −5−2.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 218 | $30.6K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 218 | $30.6K | 0.00% | +218 | New |
| Brown, Lisle/Cummings, Inc. | 215 | $30.2K | 0.01% | −75−25.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 214 | $30.0K | 0.01% | +214 | New |
| JFS Wealth Advisors, LLC | 214 | $30.0K | 0.00% | −223−51.0% | Reduced |
| Zions Bancorporation, N.A. | 212 | $29.7K | 0.00% | +28+15.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $29.5K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 201 | $28.2K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 200 | $28.1K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $28.1K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 200 | $28.1K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 194 | $27.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 189 | $26.5K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 188 | $26.4K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 188 | $26.4K | 0.00% | +157+506.5% | Added |
| Coppell Advisory Solutions LLC | 179 | $24.9K | 0.00% | +167+1,391.7% | Added |
| Boyd Watterson Asset Management LLC | 173 | $24.3K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 172 | $24.1K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 172 | $24.1K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 136 | $23.8K | 0.02% | −3,500−96.3% | Reduced |
| Addison Advisors LLC | 166 | $23.3K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 169 | $23.0K | 0.00% | −5,822−97.2% | Reduced |
| Global X Japan Co., Ltd. | 161 | $22.6K | 0.00% | −48−23.0% | Reduced |
| Creekmur Asset Management LLC | 155 | $21.7K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 154 | $21.6K | 0.01% | −23−13.0% | Reduced |
| Valued Wealth Advisors LLC | 153 | $21.5K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 152 | $21.3K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 150 | $21.0K | 0.02% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 150 | $21.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 150 | $21.0K | 0.00% | +150 | New |
| ORG Partners LLC | 150 | $21.0K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 150 | $21.0K | 0.01% | +150 | New |
| RE Dickinson Investment Advisors, LLC | 148 | $20.8K | 0.01% | +148 | New |
| First Command Advisory Services, Inc. | 145 | $20.3K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 144 | $20.0K | 0.01% | +54+60.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 141 | $19.8K | 0.01% | −4−2.8% | Reduced |
| Elequin Capital LP | 139 | $19.5K | 0.00% | +68+95.8% | Added |
| McMahon Financial Advisors, LLC | 135 | $18.9K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 129 | $18.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 128 | $18.0K | 0.00% | −100−43.9% | Reduced |
| Solstein Capital, LLC | 128 | $18.0K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 125 | $17.5K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 124 | $17.4K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 123 | $17.3K | 0.00% | +123 | New |
| First Financial Corp | 122 | $17.1K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 120 | $16.8K | 0.01% | −3−2.4% | Reduced |
| Coston, McIsaac & Partners | 116 | $16.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 114 | $16.0K | 0.00% | −70−38.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 114 | $16.0K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 110 | $15.4K | 0.00% | +110 | New |
| Peoples Financial Services Corp. | 109 | $15.3K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 108 | $15.2K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 107 | $15.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 105 | $15.0K | 0.00% | +5+5.0% | Added |
| Avion Wealth | 113 | $15.0K | 0.00% | +14+14.1% | Added |
| Gen-Wealth Partners Inc | 95 | $14.7K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 100 | $14.0K | 0.00% | −492−83.1% | Reduced |
| Private Wealth Management Group, LLC | 99 | $13.9K | 0.01% | +1+1.0% | Added |
| Hexagon Capital Partners LLC | 91 | $12.8K | 0.00% | +1+1.1% | Added |
| Peterson Financial Group, Inc. | 90 | $12.7K | 0.05% | +90 | New |
| Fortitude Family Office, LLC | 87 | $12.2K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 93 | $12.0K | 0.00% | −190−67.1% | Reduced |
| Meeder Asset Management Inc | 85 | $11.9K | 0.00% | +11+14.9% | Added |
| Planning Capital Management Corp | 83 | $11.6K | 0.01% | +83 | New |
| Capital Performance Advisors LLP | 82 | $11.5K | 0.00% | +82 | New |
| Manchester Capital Management LLC | 81 | $11.4K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 76 | $10.7K | 0.00% | −31−29.0% | Reduced |
| JDM Financial Group LLC | 75 | $10.5K | 0.01% | +4+5.6% | Added |
| American Capital Advisory, LLC | 75 | $10.5K | 0.01% | 00.0% | Unchanged |