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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 1,292 | $223.8K | 0.02% | −81−5.9% | Reduced |
| Versant Capital Management, Inc | 1,290 | $223.5K | 0.05% | +468+56.9% | Added |
| Armis Advisers, LLC | 1,289 | $223.2K | 0.03% | +1,289 | New |
| Global Assets Advisory, LLC | 1,278 | $222.6K | 0.12% | +1,278 | New |
| Merit Financial Group, LLC | 1,277 | $221.2K | 0.00% | +1,277 | New |
| GHP Investment Advisors, Inc. | 1,276 | $221.0K | 0.01% | 00.0% | Unchanged |
| Trust Point Inc. | 1,269 | $219.8K | 0.02% | +1,269 | New |
| Northwest Bancshares, Inc. | 1,268 | $219.7K | 0.04% | +1,268 | New |
| Smith, Salley & Associates | 1,267 | $219.5K | 0.01% | +1,267 | New |
| Avidian Wealth Solutions, LLC | 1,264 | $218.9K | 0.01% | +1,264 | New |
| Quantum Financial Advisors, LLC | 1,261 | $218.5K | 0.03% | +1,261 | New |
| Impact Capital Partners LLC | 1,259 | $218.1K | 0.08% | +1,259 | New |
| Investor's Fiduciary Advisor Network, LLC | 1,264 | $218.0K | 0.08% | +1,264 | New |
| Perfromance Wealth Partners, LLC | 1,256 | $217.6K | 0.01% | +1,256 | New |
| Cove Private Wealth, LLC | 1,250 | $216.5K | 0.13% | +1,250 | New |
| Northstar Asset Management LLC | 1,250 | $216.5K | 0.05% | +1,250 | New |
| AssuredPartners Investment Advisors, LLC | 1,241 | $215.0K | 0.04% | +1,241 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,239 | $214.6K | 0.03% | −266−17.7% | Reduced |
| Baldwin Brothers Inc | 1,237 | $214.3K | 0.01% | −1,901−60.6% | Reduced |
| Silverlake Wealth Management LLC | 1,236 | $214.1K | 0.08% | +1,236 | New |
| Great Valley Advisor Group, Inc. | 1,232 | $213.5K | 0.00% | +1,232 | New |
| KCM Investment Advisors LLC | 1,223 | $211.9K | 0.01% | +1,223 | New |
| Clear Creek Financial Management, LLC | 1,210 | $209.6K | 0.02% | +1,210 | New |
| Proficio Capital Partners LLC | 1,207 | $209.1K | 0.02% | +1,207 | New |
| AE Wealth Management LLC | 1,206 | $209.0K | 0.00% | +1,206 | New |
| Carnegie Capital Asset Management, LLC | 1,205 | $208.7K | 0.01% | +1,205 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,203 | $208.3K | 0.03% | +1,203 | New |
| ASB Consultores, LLC | 1,201 | $208.0K | 0.09% | +1,201 | New |
| BKD Wealth Advisors, LLC | 1,171 | $202.9K | 0.00% | +1,171 | New |
| Daymark Wealth Partners, LLC | 1,170 | $202.6K | 0.01% | +1,170 | New |
| Parisi Gray Wealth Management | 1,168 | $202.3K | 0.06% | +1,168 | New |
| Gilliland Jeter Wealth Management LLC | 1,164 | $201.7K | 0.07% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 1,161 | $201.2K | 0.07% | +1,161 | New |
| Transcend Wealth Collective, LLC | 1,160 | $200.9K | 0.01% | +1,160 | New |
| Sabal Trust CO | 1,157 | $200.4K | 0.01% | +1,157 | New |
| Oakworth Capital, Inc. | 1,150 | $199.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,146 | $198.5K | 0.01% | −29−2.5% | Reduced |
| Trifecta Capital Advisors, LLC | 1,142 | $197.8K | 0.04% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 1,142 | $197.8K | 0.01% | +1,142 | New |
| Capital Advisors, Ltd. LLC | 1,047 | $181.0K | 0.02% | 00.0% | Unchanged |
| American National Bank | 1,008 | $174.6K | 0.02% | −30−2.9% | Reduced |
| Equitec Proprietary Markets, LLC | 1,000 | $173.2K | 1.17% | +1,000 | New |
| Eastern Bank | 982 | $170.1K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 974 | $168.0K | 0.00% | −154−13.7% | Reduced |
| Lindbrook Capital, LLC | 950 | $164.6K | 0.01% | +10+1.1% | Added |
| Sentry Investment Management LLC | 935 | $162.0K | 0.08% | −152−14.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 921 | $159.5K | 0.10% | −1,071−53.8% | Reduced |
| FWL Investment Management, LLC | 905 | $156.8K | 0.06% | 00.0% | Unchanged |
| Key Financial Inc | 869 | $150.5K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 821 | $142.2K | 0.00% | −227−21.7% | Reduced |
| Smithfield Trust Co | 821 | $142.0K | 0.01% | +361+78.5% | Added |
| Paradigm Asset Management Co LLC | 789 | $136.7K | 0.04% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 771 | $133.6K | 0.08% | 00.0% | Unchanged |
| R Squared Ltd | 760 | $131.7K | 0.13% | +760 | New |
| Atwood & Palmer Inc | 750 | $129.9K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 744 | $128.9K | 0.02% | −50−6.3% | Reduced |
| Piscataqua Savings Bank | 710 | $123.0K | 0.11% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 709 | $122.8K | 0.05% | +9+1.3% | Added |
| Bayforest Capital Ltd | 685 | $118.7K | 0.15% | +685 | New |
| CVA Family Office, LLC | 683 | $118.3K | 0.02% | +51+8.1% | Added |
| Assetmark, Inc | 677 | $117.3K | 0.00% | +100+17.3% | Added |
| Raleigh Capital Management Inc. | 670 | $116.0K | 0.04% | −365−35.3% | Reduced |
| Deseret Mutual Benefit Administrators | 640 | $110.9K | 0.05% | −91−12.4% | Reduced |
| Tortoise Investment Management, LLC | 609 | $105.5K | 0.01% | +1+0.2% | Added |
| Covestor Ltd | 606 | $105.0K | 0.07% | +150+32.9% | Added |
| North Star Investment Management Corp. | 599 | $103.8K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 579 | $100.3K | 0.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 565 | $97.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 563 | $97.6K | 0.05% | −23−3.9% | Reduced |
| S&T Bank | 557 | $96.5K | 0.03% | +557 | New |
| First PREMIER Bank | 528 | $92.0K | 0.02% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 510 | $88.3K | 0.03% | +510 | New |
| Hemington Wealth Management | 503 | $87.0K | 0.02% | +50+11.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 500 | $86.6K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 485 | $83.6K | 0.01% | +306+170.9% | Added |
| Armstrong Advisory Group, Inc | 469 | $81.2K | 0.01% | −69−12.8% | Reduced |
| Larson Financial Group LLC | 459 | $79.5K | 0.00% | +73+18.9% | Added |
| Adirondack Trust Co | 440 | $76.2K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 374 | $75.2K | 0.00% | −45−10.7% | Reduced |
| SRS Capital Advisors, Inc. | 432 | $74.8K | 0.00% | +3+0.7% | Added |
| Semmax Financial Advisors Inc. | 392 | $74.5K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 406 | $70.3K | 0.01% | −4−1.0% | Reduced |
| Y.D. More Investments Ltd | 405 | $70.2K | 0.01% | +175+76.1% | Added |
| Webster Bank, N. A. | 403 | $69.8K | 0.01% | 00.0% | Unchanged |
| 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 |
| BankPlus Trust Department | 390 | $67.6K | 0.02% | +390 | New |
| Ronald Blue Trust, Inc. | 380 | $65.9K | 0.00% | −854−69.2% | Reduced |
| Anchor Investment Management, LLC | 371 | $64.3K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 369 | $63.9K | 0.05% | −369−50.0% | Reduced |
| Stephens Consulting, LLC | 350 | $60.6K | 0.02% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 348 | $60.0K | 0.00% | +348 | New |
| Kestra Investment Management, LLC | 340 | $59.0K | 0.00% | +340 | New |
| Carolinas Wealth Consulting LLC | 338 | $58.4K | 0.01% | +2+0.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 330 | $57.2K | 0.02% | +120+57.1% | Added |
| Harbor Investment Advisory, LLC | 318 | $55.1K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 315 | $54.3K | 0.00% | −9−2.8% | Reduced |
| West Paces Advisors Inc. | 311 | $53.9K | 0.01% | 00.0% | Unchanged |