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 |
|---|---|---|---|---|---|
| Kozak & Associates, Inc. | 2,625 | $462.2K | 0.11% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 2,668 | $462.2K | 0.39% | +2,668 | New |
| Cercano Management LLC | 2,666 | $461.8K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,666 | $461.8K | 0.01% | −28−1.0% | Reduced |
| Dakota Wealth Management | 2,664 | $461.5K | 0.01% | +113+4.4% | Added |
| Parallax Volatility Advisers, L.P. | 2,625 | $454.7K | 0.01% | +2,625 | New |
| Legacy Capital Wealth Partners, LLC | 2,616 | $453.3K | 0.11% | +112+4.5% | Added |
| Berkshire Asset Management LLC | 2,228 | $450.3K | 0.02% | −67−2.9% | Reduced |
| Renaissance Group LLC | 2,596 | $449.7K | 0.02% | −106−3.9% | Reduced |
| Banco BTG Pactual S.A. | 2,578 | $449.1K | 0.11% | +2,578 | New |
| Mather Group, LLC. | 2,591 | $448.8K | 0.01% | +104+4.2% | Added |
| Regions Financial Corp | 2,588 | $448.3K | 0.00% | −162−5.9% | Reduced |
| Mission Wealth Management, LP | 2,582 | $447.2K | 0.01% | −16−0.6% | Reduced |
| Checchi Capital Advisers, LLC | 2,575 | $446.1K | 0.03% | +44+1.7% | Added |
| Cigna Investments Inc | 2,566 | $445.0K | 0.08% | −37−1.4% | Reduced |
| Silvercrest Asset Management Group LLC | 2,568 | $444.9K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,559 | $443.3K | 0.01% | −2,933−53.4% | Reduced |
| Verity & Verity, LLC | 2,559 | $443.3K | 0.04% | −1,821−41.6% | Reduced |
| Systematic Alpha Investments, LLC | 2,547 | $441.2K | 0.02% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 2,539 | $439.8K | 0.18% | +2,539 | New |
| Greenfield Savings Bank | 2,535 | $439.1K | 0.21% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,522 | $436.9K | 0.04% | +385+18.0% | Added |
| Wedgewood Investors Inc | 2,520 | $436.5K | 0.51% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 2,520 | $436.5K | 0.16% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,515 | $435.6K | 0.02% | +593+30.9% | Added |
| Change Path, LLC | 2,512 | $435.1K | 0.01% | +280+12.5% | Added |
| Beck Mack & Oliver LLC | 2,500 | $433.1K | 0.01% | −40−1.6% | Reduced |
| Valeo Financial Advisors, LLC | 2,498 | $432.7K | 0.01% | −153−5.8% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 2,447 | $423.9K | 0.08% | +356+17.0% | Added |
| Ameritas Investment Partners, Inc. | 2,446 | $423.7K | 0.01% | −97−3.8% | Reduced |
| TriaGen Wealth Management LLC | 2,443 | $423.2K | 0.14% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 2,440 | $422.7K | 0.21% | +2,440 | New |
| Confluence Wealth Services, Inc. | 2,098 | $421.6K | 0.03% | 00.0% | Unchanged |
| First Interstate Bank | 2,412 | $417.8K | 0.03% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 2,407 | $417.0K | 0.35% | −2,407−50.0% | Reduced |
| Aspire Private Capital, LLC | 2,400 | $415.8K | 0.10% | −1,090−31.2% | Reduced |
| Grandfield & Dodd, LLC | 2,375 | $411.5K | 0.03% | +10.0% | Added |
| Institute for Wealth Management, LLC. | 2,364 | $409.4K | 0.05% | −20−0.8% | Reduced |
| Teacher Retirement System of Texas | 2,350 | $407.0K | 0.00% | +672+40.0% | Added |
| Romano Brothers and Company | 2,346 | $406.4K | 0.05% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 2,341 | $405.5K | 0.03% | +2,341 | New |
| Graypoint LLC | 2,333 | $404.2K | 0.02% | −19−0.8% | Reduced |
| Pettee Investors, Inc. | 2,320 | $401.9K | 0.20% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,311 | $400.4K | 0.01% | +269+13.2% | Added |
| Sigma Planning Corp | 2,295 | $397.5K | 0.01% | +47+2.1% | Added |
| Waldron Private Wealth LLC | 2,282 | $395.3K | 0.02% | +21+0.9% | Added |
| Beacon Pointe Advisors, LLC | 2,281 | $395.2K | 0.00% | −1,270−35.8% | Reduced |
| Westpac Banking Corp | 2,279 | $394.8K | 0.03% | +403+21.5% | Added |
| Csenge Advisory Group | 2,270 | $393.3K | 0.02% | +292+14.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,256 | $390.8K | 0.01% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 2,247 | $389.2K | 0.09% | −14−0.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,246 | $389.1K | 0.01% | +42+1.9% | Added |
| Fisher Asset Management, LLC | 2,222 | $384.9K | 0.00% | +2,222 | New |
| Optas, LLC | 2,188 | $379.0K | 0.08% | +24+1.1% | Added |
| Inlet Private Wealth, LLC | 2,185 | $378.5K | 0.10% | −1,000−31.4% | Reduced |
| Premier Path Wealth Partners, LLC | 2,168 | $375.6K | 0.06% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,164 | $374.9K | 0.01% | +2,164 | New |
| EverSource Wealth Advisors, LLC | 2,160 | $374.1K | 0.02% | −33−1.5% | Reduced |
| Valmark Advisers, Inc. | 2,144 | $371.4K | 0.01% | +428+24.9% | Added |
| Atomi Financial Group, Inc. | 2,139 | $370.5K | 0.02% | +137+6.8% | Added |
| Pacitti Group Inc. | 2,136 | $370.0K | 0.17% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,134 | $369.6K | 0.01% | +50+2.4% | Added |
| Northeast Financial Consultants Inc | 2,130 | $369.0K | 0.02% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,128 | $368.6K | 0.04% | −412−16.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 2,107 | $365.0K | 0.03% | +610+40.7% | Added |
| Perigon Wealth Management, LLC | 1,967 | $363.9K | 0.01% | +67+3.5% | Added |
| Barlow Wealth Partners, Inc. | 1,940 | $363.8K | 0.05% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 2,076 | $359.6K | 0.18% | +159+8.3% | Added |
| CoreFirst Bank & Trust | 2,071 | $358.8K | 0.21% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,067 | $358.1K | 0.22% | +5+0.2% | Added |
| CX Institutional | 2,066 | $357.9K | 0.01% | −10.0% | Reduced |
| Acima Private Wealth, LLC | 2,056 | $356.2K | 0.12% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 2,052 | $355.5K | 0.05% | +15+0.7% | Added |
| Atom Investors LP | 2,048 | $354.8K | 0.04% | −1,441−41.3% | Reduced |
| Cozad Asset Management Inc | 2,036 | $352.7K | 0.03% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 2,032 | $352.0K | 0.21% | +2,032 | New |
| Bragg Financial Advisors, Inc | 2,023 | $350.4K | 0.01% | 00.0% | Unchanged |
| First Western Trust Bank | 2,023 | $350.4K | 0.02% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 2,020 | $349.9K | 0.00% | −7,319−78.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,016 | $349.2K | 0.03% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,719 | $346.8K | 0.05% | −55−3.1% | Reduced |
| Welch & Forbes LLC | 1,996 | $345.8K | 0.00% | 00.0% | Unchanged |
| JBGlobal.com LLC | 1,995 | $345.5K | 0.37% | +1,995 | New |
| Clarius Group, LLC | 1,986 | $344.0K | 0.02% | +6+0.3% | Added |
| PEAK6 LLC | 1,976 | $342.3K | 0.01% | +1,976 | New |
| Kingsview Wealth Management, LLC | 1,969 | $341.1K | 0.01% | +305+18.3% | Added |
| South State Corp. | 1,968 | $340.9K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,963 | $340.1K | 0.01% | −647−24.8% | Reduced |
| Commerzbank Aktiengesellschaft | 1,966 | $340.0K | 0.01% | +280+16.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,949 | $337.6K | 0.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 1,943 | $336.6K | 0.01% | −103−5.0% | Reduced |
| Camden National Bank | 1,930 | $334.3K | 0.05% | −48−2.4% | Reduced |
| Aviso Wealth Management | 1,920 | $332.6K | 0.17% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 1,919 | $332.4K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,924 | $331.9K | 0.03% | +412+27.2% | Added |
| Legacy Advisors, LLC | 1,914 | $331.6K | 0.03% | −40−2.0% | Reduced |
| Founders Financial Alliance, LLC | 1,907 | $330.4K | 0.09% | +2+0.1% | Added |
| Peak Planning Group, LLC | 1,901 | $329.3K | 0.14% | 00.0% | Unchanged |
| City State Bank | 1,892 | $327.8K | 0.12% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,883 | $326.2K | 0.05% | 00.0% | Unchanged |