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 |
|---|---|---|---|---|---|
| Relyea Zuckerberg Hanson LLC | 2,052 | $355.5K | 0.05% | +15+0.7% | Added |
| Acima Private Wealth, LLC | 2,056 | $356.2K | 0.12% | 00.0% | Unchanged |
| CX Institutional | 2,066 | $357.9K | 0.01% | −10.0% | Reduced |
| Walker Asset Management, LLC | 2,067 | $358.1K | 0.22% | +5+0.2% | Added |
| CoreFirst Bank & Trust | 2,071 | $358.8K | 0.21% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 2,076 | $359.6K | 0.18% | +159+8.3% | Added |
| Barlow Wealth Partners, Inc. | 1,940 | $363.8K | 0.05% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,967 | $363.9K | 0.01% | +67+3.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 2,107 | $365.0K | 0.03% | +610+40.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,128 | $368.6K | 0.04% | −412−16.2% | Reduced |
| Northeast Financial Consultants Inc | 2,130 | $369.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,134 | $369.6K | 0.01% | +50+2.4% | Added |
| Pacitti Group Inc. | 2,136 | $370.0K | 0.17% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,139 | $370.5K | 0.02% | +137+6.8% | Added |
| Valmark Advisers, Inc. | 2,144 | $371.4K | 0.01% | +428+24.9% | Added |
| EverSource Wealth Advisors, LLC | 2,160 | $374.1K | 0.02% | −33−1.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,164 | $374.9K | 0.01% | +2,164 | New |
| Premier Path Wealth Partners, LLC | 2,168 | $375.6K | 0.06% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 2,185 | $378.5K | 0.10% | −1,000−31.4% | Reduced |
| Optas, LLC | 2,188 | $379.0K | 0.08% | +24+1.1% | Added |
| Fisher Asset Management, LLC | 2,222 | $384.9K | 0.00% | +2,222 | New |
| Cullen/Frost Bankers, Inc. | 2,246 | $389.1K | 0.01% | +42+1.9% | Added |
| Independent Solutions Wealth Management, LLC | 2,247 | $389.2K | 0.09% | −14−0.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,256 | $390.8K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,270 | $393.3K | 0.02% | +292+14.8% | Added |
| Westpac Banking Corp | 2,279 | $394.8K | 0.03% | +403+21.5% | Added |
| Beacon Pointe Advisors, LLC | 2,281 | $395.2K | 0.00% | −1,270−35.8% | Reduced |
| Waldron Private Wealth LLC | 2,282 | $395.3K | 0.02% | +21+0.9% | Added |
| Sigma Planning Corp | 2,295 | $397.5K | 0.01% | +47+2.1% | Added |
| IFP Advisors, Inc | 2,311 | $400.4K | 0.01% | +269+13.2% | Added |
| Pettee Investors, Inc. | 2,320 | $401.9K | 0.20% | 00.0% | Unchanged |
| Graypoint LLC | 2,333 | $404.2K | 0.02% | −19−0.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,341 | $405.5K | 0.03% | +2,341 | New |
| Romano Brothers and Company | 2,346 | $406.4K | 0.05% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 2,350 | $407.0K | 0.00% | +672+40.0% | Added |
| Institute for Wealth Management, LLC. | 2,364 | $409.4K | 0.05% | −20−0.8% | Reduced |
| Grandfield & Dodd, LLC | 2,375 | $411.5K | 0.03% | +10.0% | Added |
| Aspire Private Capital, LLC | 2,400 | $415.8K | 0.10% | −1,090−31.2% | Reduced |
| Schrum Private Wealth Management LLC | 2,407 | $417.0K | 0.35% | −2,407−50.0% | Reduced |
| First Interstate Bank | 2,412 | $417.8K | 0.03% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,098 | $421.6K | 0.03% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 2,440 | $422.7K | 0.21% | +2,440 | New |
| TriaGen Wealth Management LLC | 2,443 | $423.2K | 0.14% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,446 | $423.7K | 0.01% | −97−3.8% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 2,447 | $423.9K | 0.08% | +356+17.0% | Added |
| Valeo Financial Advisors, LLC | 2,498 | $432.7K | 0.01% | −153−5.8% | Reduced |
| Beck Mack & Oliver LLC | 2,500 | $433.1K | 0.01% | −40−1.6% | Reduced |
| Change Path, LLC | 2,512 | $435.1K | 0.01% | +280+12.5% | Added |
| Farther Finance Advisors, LLC | 2,515 | $435.6K | 0.02% | +593+30.9% | Added |
| Peachtree Investment Partners, LLC | 2,520 | $436.5K | 0.16% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 2,520 | $436.5K | 0.51% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,522 | $436.9K | 0.04% | +385+18.0% | Added |
| Greenfield Savings Bank | 2,535 | $439.1K | 0.21% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 2,539 | $439.8K | 0.18% | +2,539 | New |
| Systematic Alpha Investments, LLC | 2,547 | $441.2K | 0.02% | 00.0% | Unchanged |
| Verity & Verity, LLC | 2,559 | $443.3K | 0.04% | −1,821−41.6% | Reduced |
| Resources Investment Advisors, LLC. | 2,559 | $443.3K | 0.01% | −2,933−53.4% | Reduced |
| Silvercrest Asset Management Group LLC | 2,568 | $444.9K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,566 | $445.0K | 0.08% | −37−1.4% | Reduced |
| Checchi Capital Advisers, LLC | 2,575 | $446.1K | 0.03% | +44+1.7% | Added |
| Mission Wealth Management, LP | 2,582 | $447.2K | 0.01% | −16−0.6% | Reduced |
| Regions Financial Corp | 2,588 | $448.3K | 0.00% | −162−5.9% | Reduced |
| Mather Group, LLC. | 2,591 | $448.8K | 0.01% | +104+4.2% | Added |
| Banco BTG Pactual S.A. | 2,578 | $449.1K | 0.11% | +2,578 | New |
| Renaissance Group LLC | 2,596 | $449.7K | 0.02% | −106−3.9% | Reduced |
| Berkshire Asset Management LLC | 2,228 | $450.3K | 0.02% | −67−2.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,616 | $453.3K | 0.11% | +112+4.5% | Added |
| Parallax Volatility Advisers, L.P. | 2,625 | $454.7K | 0.01% | +2,625 | New |
| Dakota Wealth Management | 2,664 | $461.5K | 0.01% | +113+4.4% | Added |
| Axxcess Wealth Management, LLC | 2,666 | $461.8K | 0.01% | −28−1.0% | Reduced |
| Cercano Management LLC | 2,666 | $461.8K | 0.01% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 2,668 | $462.2K | 0.39% | +2,668 | New |
| Kozak & Associates, Inc. | 2,625 | $462.2K | 0.11% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,666 | $469.3K | 0.02% | −7−0.3% | Reduced |
| Modera Wealth Management, LLC | 2,712 | $469.9K | 0.01% | +121+4.7% | Added |
| Aaron Wealth Advisors | 2,730 | $472.9K | 0.05% | +182+7.1% | Added |
| Miracle Mile Advisors, LLC | 2,736 | $474.0K | 0.01% | +662+31.9% | Added |
| Wedmont Private Capital | 2,802 | $475.4K | 0.03% | +129+4.8% | Added |
| Birch Capital Management, LLC | 2,773 | $480.4K | 0.24% | −62−2.2% | Reduced |
| Spire Wealth Management | 2,789 | $483.1K | 0.02% | +79+2.9% | Added |
| Hunter Associates Investment Management LLC | 2,800 | $485.0K | 0.07% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,800 | $485.0K | 0.02% | 00.0% | Unchanged |
| Park National Corp | 2,810 | $486.8K | 0.02% | −388−12.1% | Reduced |
| Rothschild Investment LLC | 2,812 | $487.1K | 0.03% | +8+0.3% | Added |
| Everhart Financial Group, Inc. | 2,816 | $487.8K | 0.10% | +177+6.7% | Added |
| SeaCrest Wealth Management, LLC | 2,828 | $489.9K | 0.05% | +10.0% | Added |
| Tocqueville Asset Management L.P. | 2,833 | $490.8K | 0.01% | −394−12.2% | Reduced |
| Sendero Wealth Management, LLC | 2,841 | $492.1K | 0.07% | +555+24.3% | Added |
| Madison Asset Management, LLC | 2,844 | $492.7K | 0.01% | 00.0% | Unchanged |
| Madison Investment Advisors, LLC | 2,844 | $492.7K | 0.01% | +2,844 | New |
| Haverford Trust Co | 2,845 | $492.8K | 0.00% | −65−2.2% | Reduced |
| Roman Butler Fullerton & Co | 2,471 | $495.1K | 0.16% | +243+10.9% | Added |
| Essex Financial Services, Inc. | 2,862 | $495.7K | 0.04% | −468−14.1% | Reduced |
| Zacks Investment Management | 2,876 | $498.1K | 0.00% | −6−0.2% | Reduced |
| Pflug Koory, LLC | 2,900 | $502.4K | 0.25% | −95−3.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 2,900 | $502.4K | 0.08% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 2,915 | $505.0K | 0.09% | +2,915 | New |
| Fiduciary Alliance LLC | 2,920 | $505.8K | 0.05% | +2,920 | New |
| Central Trust Co | 2,930 | $507.6K | 0.01% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,931 | $507.7K | 0.09% | −181−5.8% | Reduced |