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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 113 | $19.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 112 | $19.4K | 0.00% | +59+111.3% | Added |
| Coston, McIsaac & Partners | 116 | $20.0K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 120 | $20.8K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 120 | $20.8K | 0.00% | +120 | New |
| First Financial Corp | 122 | $21.1K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 124 | $21.5K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 125 | $21.7K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 129 | $22.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 128 | $22.2K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 128 | $22.2K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 129 | $22.3K | 0.00% | +15+13.2% | Added |
| Valued Wealth Advisors LLC | 136 | $23.6K | 0.01% | −17−11.1% | Reduced |
| Caitlin John, LLC | 136 | $23.6K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 145 | $25.1K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 147 | $25.5K | 0.01% | +6+4.3% | Added |
| RE Dickinson Investment Advisors, LLC | 149 | $25.7K | 0.01% | +1+0.7% | Added |
| MV Capital Management, Inc. | 149 | $25.8K | 0.00% | −463−75.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 150 | $26.0K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 150 | $26.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 150 | $26.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 150 | $26.0K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 150 | $26.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 150 | $26.1K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 155 | $26.9K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 156 | $27.0K | 0.01% | +4+2.6% | Added |
| Mattson Financial Services, LLC | 194 | $27.2K | 0.01% | +194 | New |
| Sachetta, LLC | 161 | $27.8K | 0.01% | +7+4.5% | Added |
| Medallion Wealth Advisors, LLC | 165 | $28.2K | 0.01% | +165 | New |
| Addison Advisors LLC | 166 | $28.8K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 169 | $29.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 172 | $29.8K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 172 | $29.8K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 173 | $30.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 174 | $30.1K | 0.00% | −214−55.2% | Reduced |
| ESL Trust Services, LLC | 180 | $31.2K | 0.01% | +180 | New |
| Oliver Lagore Vanvalin Investment Group | 188 | $32.6K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 188 | $32.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 189 | $32.7K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 191 | $33.1K | 0.00% | +191 | New |
| TSFG, LLC | 194 | $34.0K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 198 | $34.3K | 0.02% | +198 | New |
| City Holding Co | 200 | $34.6K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $34.6K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 200 | $34.6K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 200 | $34.6K | 0.00% | +200 | New |
| Hoese & Co LLP | 201 | $34.8K | 0.03% | 00.0% | Unchanged |
| Grove Bank & Trust | 203 | $35.2K | 0.00% | +89+78.1% | Added |
| JFS Wealth Advisors, LLC | 212 | $36.7K | 0.00% | −2−0.9% | Reduced |
| Hantz Financial Services, Inc. | 215 | $37.0K | 0.00% | +215 | New |
| Brown, Lisle/Cummings, Inc. | 215 | $37.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 217 | $37.6K | 0.00% | −4−1.8% | Reduced |
| Harbor Capital Advisors, Inc. | 228 | $39.0K | 0.00% | −149−39.5% | Reduced |
| Hexagon Capital Partners LLC | 230 | $39.8K | 0.01% | +139+152.7% | Added |
| SOA Wealth Advisors, LLC. | 233 | $40.3K | 0.01% | +1+0.4% | Added |
| Cassady Schiller Wealth Management, LLC | 235 | $40.7K | 0.01% | +17+7.8% | Added |
| Itau Unibanco Holding S.A. | 240 | $41.6K | 0.00% | +187+352.8% | Added |
| CoreCap Advisors, LLC | 241 | $41.7K | 0.00% | −28−10.4% | Reduced |
| Centerpoint Advisors, LLC | 243 | $42.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 244 | $42.3K | 0.00% | +32+15.1% | Added |
| Measured Risk Portfolios, Inc. | 253 | $43.8K | 0.05% | +253 | New |
| Atticus Wealth Management, LLC | 258 | $44.6K | 0.01% | +1+0.4% | Added |
| Heritage Wealth Advisors | 260 | $45.0K | 0.00% | −106−29.0% | Reduced |
| Pinnacle Bancorp, Inc. | 260 | $45.0K | 0.01% | −32−11.0% | Reduced |
| Riverview Trust Co | 262 | $45.4K | 0.04% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 263 | $45.6K | 0.04% | −4−1.5% | Reduced |
| Evermay Wealth Management LLC | 268 | $46.4K | 0.01% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 270 | $46.8K | 0.03% | +270 | New |
| MeadowBrook Investment Advisors LLC | 272 | $47.1K | 0.04% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 280 | $48.5K | 0.01% | 00.0% | Unchanged |
| Compass Financial Services Inc | 280 | $48.5K | 0.03% | +280 | New |
| Friedenthal Financial | 293 | $50.8K | 0.03% | +293 | New |
| Bank of Jackson Hole Trust | 304 | $52.7K | 0.04% | +304 | New |
| West Paces Advisors Inc. | 311 | $53.9K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 315 | $54.3K | 0.00% | −9−2.8% | Reduced |
| Harbor Investment Advisory, LLC | 318 | $55.1K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 330 | $57.2K | 0.02% | +120+57.1% | Added |
| Carolinas Wealth Consulting LLC | 338 | $58.4K | 0.01% | +2+0.6% | Added |
| Kestra Investment Management, LLC | 340 | $59.0K | 0.00% | +340 | New |
| J.Safra Asset Management Corp | 348 | $60.0K | 0.00% | +348 | New |
| Stephens Consulting, LLC | 350 | $60.6K | 0.02% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 369 | $63.9K | 0.05% | −369−50.0% | Reduced |
| Anchor Investment Management, LLC | 371 | $64.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 380 | $65.9K | 0.00% | −854−69.2% | Reduced |
| BankPlus Trust Department | 390 | $67.6K | 0.02% | +390 | New |
| CNB Bank | 400 | $69.3K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 400 | $69.3K | 0.03% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 400 | $69.3K | 0.05% | +400 | New |
| Evelyn Partners Investment Management LLP | 400 | $69.3K | 0.00% | +400 | New |
| Webster Bank, N. A. | 403 | $69.8K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 405 | $70.2K | 0.01% | +175+76.1% | Added |
| Asset Dedication, LLC | 406 | $70.3K | 0.01% | −4−1.0% | Reduced |
| Semmax Financial Advisors Inc. | 392 | $74.5K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 432 | $74.8K | 0.00% | +3+0.7% | Added |
| Johnson Financial Group, Inc. | 374 | $75.2K | 0.00% | −45−10.7% | Reduced |
| Adirondack Trust Co | 440 | $76.2K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 459 | $79.5K | 0.00% | +73+18.9% | Added |
| Armstrong Advisory Group, Inc | 469 | $81.2K | 0.01% | −69−12.8% | Reduced |
| Coppell Advisory Solutions LLC | 485 | $83.6K | 0.01% | +306+170.9% | Added |
| Pacific Capital Wealth Advisors, Inc | 500 | $86.6K | 0.01% | 00.0% | Unchanged |