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 |
|---|---|---|---|---|---|
| Bank of Jackson Hole Trust | 304 | $52.7K | 0.04% | +304 | New |
| Friedenthal Financial | 293 | $50.8K | 0.03% | +293 | New |
| Perkins Coie Trust Co | 280 | $48.5K | 0.01% | 00.0% | Unchanged |
| Compass Financial Services Inc | 280 | $48.5K | 0.03% | +280 | New |
| MeadowBrook Investment Advisors LLC | 272 | $47.1K | 0.04% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 270 | $46.8K | 0.03% | +270 | New |
| Evermay Wealth Management LLC | 268 | $46.4K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 263 | $45.6K | 0.04% | −4−1.5% | Reduced |
| Riverview Trust Co | 262 | $45.4K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 260 | $45.0K | 0.01% | −32−11.0% | Reduced |
| Heritage Wealth Advisors | 260 | $45.0K | 0.00% | −106−29.0% | Reduced |
| Atticus Wealth Management, LLC | 258 | $44.6K | 0.01% | +1+0.4% | Added |
| Measured Risk Portfolios, Inc. | 253 | $43.8K | 0.05% | +253 | New |
| Zions Bancorporation, N.A. | 244 | $42.3K | 0.00% | +32+15.1% | Added |
| Centerpoint Advisors, LLC | 243 | $42.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 241 | $41.7K | 0.00% | −28−10.4% | Reduced |
| Itau Unibanco Holding S.A. | 240 | $41.6K | 0.00% | +187+352.8% | Added |
| Cassady Schiller Wealth Management, LLC | 235 | $40.7K | 0.01% | +17+7.8% | Added |
| SOA Wealth Advisors, LLC. | 233 | $40.3K | 0.01% | +1+0.4% | Added |
| Hexagon Capital Partners LLC | 230 | $39.8K | 0.01% | +139+152.7% | Added |
| Harbor Capital Advisors, Inc. | 228 | $39.0K | 0.00% | −149−39.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 217 | $37.6K | 0.00% | −4−1.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 215 | $37.2K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 215 | $37.0K | 0.00% | +215 | New |
| JFS Wealth Advisors, LLC | 212 | $36.7K | 0.00% | −2−0.9% | Reduced |
| Grove Bank & Trust | 203 | $35.2K | 0.00% | +89+78.1% | Added |
| Hoese & Co LLP | 201 | $34.8K | 0.03% | 00.0% | Unchanged |
| 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 |
| Flagship Wealth Advisors, LLC | 198 | $34.3K | 0.02% | +198 | New |
| TSFG, LLC | 194 | $34.0K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 191 | $33.1K | 0.00% | +191 | New |
| Farmers & Merchants Investments Inc | 189 | $32.7K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 188 | $32.6K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 188 | $32.6K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 180 | $31.2K | 0.01% | +180 | New |
| Leonteq Securities AG | 174 | $30.1K | 0.00% | −214−55.2% | Reduced |
| Boyd Watterson Asset Management LLC | 173 | $30.0K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 172 | $29.8K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 172 | $29.8K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 169 | $29.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 166 | $28.8K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 165 | $28.2K | 0.01% | +165 | New |
| Sachetta, LLC | 161 | $27.8K | 0.01% | +7+4.5% | Added |
| Mattson Financial Services, LLC | 194 | $27.2K | 0.01% | +194 | New |
| Cape Investment Advisory, Inc. | 156 | $27.0K | 0.01% | +4+2.6% | Added |
| Creekmur Asset Management LLC | 155 | $26.9K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 150 | $26.1K | 0.00% | 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 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 150 | $26.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 149 | $25.8K | 0.00% | −463−75.7% | Reduced |
| RE Dickinson Investment Advisors, LLC | 149 | $25.7K | 0.01% | +1+0.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 147 | $25.5K | 0.01% | +6+4.3% | Added |
| First Command Advisory Services, Inc. | 145 | $25.1K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 136 | $23.6K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 136 | $23.6K | 0.01% | −17−11.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 129 | $22.3K | 0.00% | +15+13.2% | Added |
| 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 |
| Roble, Belko & Company, Inc | 129 | $22.0K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 125 | $21.7K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 124 | $21.5K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 122 | $21.1K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 120 | $20.8K | 0.00% | +120 | New |
| Peoples Bank | 120 | $20.8K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 116 | $20.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 112 | $19.4K | 0.00% | +59+111.3% | Added |
| GW&K Investment Management, LLC | 112 | $19.0K | 0.00% | +7+6.7% | Added |
| Avion Wealth | 113 | $19.0K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 109 | $18.9K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 108 | $18.6K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 107 | $18.5K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 100 | $17.3K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $17.3K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 100 | $17.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 99 | $17.1K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 97 | $16.8K | 0.00% | +59+155.3% | Added |
| Global X Japan Co., Ltd. | 96 | $16.6K | 0.00% | −65−40.4% | Reduced |
| Gen-Wealth Partners Inc | 95 | $16.5K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 93 | $16.0K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 90 | $15.6K | 0.01% | +90 | New |
| WPG Advisers, LLC | 90 | $15.6K | 0.01% | +90 | New |
| High Note Wealth, LLC | 88 | $15.2K | 0.00% | +88 | New |
| Fortitude Family Office, LLC | 87 | $15.1K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 91 | $15.0K | 0.00% | −53−36.8% | Reduced |
| Albion Financial Group | 82 | $14.2K | 0.00% | +82 | New |
| Meeder Asset Management Inc | 81 | $14.0K | 0.00% | −4−4.7% | Reduced |
| Manchester Capital Management LLC | 81 | $14.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 76 | $13.2K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 75 | $13.0K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 75 | $13.0K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 74 | $12.8K | 0.01% | +74 | New |
| Sugarloaf Wealth Management, LLC | 73 | $12.6K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 72 | $12.5K | 0.00% | +3+4.3% | Added |