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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, Q4 2024

Institutional positions in Discover Financial Services as of Dec 31, 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
1,173
+132 vs. Q3 2024
Shares held
217.2M
+3.82M (+1.8%) vs. Q3 2024
Total value
$37.6B
+$7.73B (+25.8%) vs. Q3 2024
New holders
203
351 more added
Sold out
71
418 more reduced

20 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 1,173 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 heldQ4 2024: $37.6B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q3 2024.

Institutions holding DFS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
WBI Investments0$00.00%−3,501−100.0%Sold out
Lakeview Capital Partners, LLC0$00.00%−3,396−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−3,349−100.0%Sold out
KG&L Capital Management,LLC0$00.00%−2,762−100.0%Sold out
Siemens Fonds Invest GmbH0$00.00%−2,735−100.0%Sold out
Oversea-Chinese Banking CORP Ltd0$00.00%−2,651−100.0%Sold out
Headlands Technologies LLC0$00.00%−2,487−100.0%Sold out
MBB Public Markets I LLC0$00.00%−2,430−100.0%Sold out
Dynamic Advisor Solutions LLC0$00.00%−2,159−100.0%Sold out
Gryphon Financial Partners LLC0$00.00%−2,073−100.0%Sold out
Thoroughbred Financial Services, LLC0$00.00%−2,037−100.0%Sold out
REDW Wealth LLC0$00.00%−2,023−100.0%Sold out
Moneta Group Investment Advisors LLC0$00.00%−2,022−100.0%Sold out
Summit Trail Advisors, LLC0$00.00%−1,971−100.0%Sold out
Peoples Bank0$00.00%−1,938−100.0%Sold out
Allegheny Financial Group LTD0$00.00%−1,817−100.0%Sold out
Banco Santander, S.A.0$00.00%−1,776−100.0%Sold out
Kovack Advisors, Inc.0$00.00%−1,735−100.0%Sold out
Berger Financial Group, Inc0$00.00%−1,644−100.0%Sold out
Alta Advisers Ltd0$00.00%−800−100.0%Sold out
Vestor Capital, LLC0$00.00%−600−100.0%Sold out
Macroview Investment Management LLC0$00.00%−468−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−468−100.0%Sold out
Financial Network Wealth Advisors LLC0$00.00%−355−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−300−100.0%Sold out
United Community Bank0$00.00%−250−100.0%Sold out
Partnership Wealth Management, LLC0$00.00%−234−100.0%Sold out
Planned Solutions, Inc.0$00.00%−226−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−218−100.0%Sold out
Elequin Capital LP0$00.00%−139−100.0%Sold out
McMahon Financial Advisors, LLC0$00.00%−135−100.0%Sold out
Ashton Thomas Securities, LLC0$00.00%−123−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−82−100.0%Sold out
Operose Advisors LLC0$00.00%−67−100.0%Sold out
Voisard Asset Management Group, Inc.0$00.00%−66−100.0%Sold out
Stephenson National Bank & Trust0$00.00%−53−100.0%Sold out
Horizon Bancorp Inc0$00.00%−49−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−46−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−28−100.0%Sold out
Copley Financial Group, Inc.0$00.00%−24−100.0%Sold out
Claris Advisors, LLC0$00.00%−11−100.0%Sold out
Evolution Advisers, Inc.0$00.00%−10−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−1−100.0%Sold out
Dogwood Wealth Management LLC0$00.00%0Sold out
Raymond James & Associates––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
First Trust Investment Solutions L.P.––––Not filed
HST Ventures, LLC––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
BlueMar Capital Management, LLC––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Banque Cantonale Vaudoise––––Not filed
Raymond James Trust N.A.––––Not filed
Gunn & Co Investment Management, Inc.––––Not filed
Insight Folios Inc––––Not filed
PEAK6 Investments LLC––––Not filed
SpiderRock Advisors, LLC––––Not filed
FinTrust Capital Advisors, LLC––––Not filed
M&R Capital Management Inc––––Not filed
WFA of San Diego, LLC––––Not filed
Peterson Financial Group, Inc.––––Not filed
Planning Capital Management Corp––––Not filed
Carmichael Hill & Associates, Inc.––––Not filed
Annapolis Financial Services, LLC––––Not filed