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Livermore
ZHEN

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.

Institutional holdersQ4 2024: 1,173 institutions
Q1 2021: 897 institutionsQ2 2021: 927 institutionsQ3 2021: 946 institutionsQ4 2021: 983 institutionsQ1 2022: 953 institutionsQ2 2022: 944 institutionsQ3 2022: 927 institutionsQ4 2022: 980 institutionsQ1 2023: 958 institutionsQ2 2023: 975 institutionsQ3 2023: 908 institutionsQ4 2023: 979 institutionsQ1 2024: 1,036 institutionsQ2 2024: 1,030 institutionsQ3 2024: 1,061 institutionsQ4 2024: 1,173 institutionsQ1 2025: 1,176 institutionsQ2 2025: 10 institutionsQ3 2025: 2 institutionsQ4 2025: 2 institutionsQ1 2026: 4 institutionsQ2 2026: 1 institution
Value heldQ4 2024: $37.6B
Q1 2021: $24.8BQ2 2021: $30.6BQ3 2021: $30.8BQ4 2021: $28.2BQ1 2022: $26.1BQ2 2022: $21.8BQ3 2022: $20.7BQ4 2022: $21.9BQ1 2023: $21.3BQ2 2023: $24.7BQ3 2023: $18.3BQ4 2023: $24.4BQ1 2024: $27.9BQ2 2024: $27.8BQ3 2024: $30.0BQ4 2024: $37.6BQ1 2025: $37.3BQ2 2025: $15.3MQ3 2025: $1.08MQ4 2025: $1.15KQ1 2026: $8.35MQ2 2026: $200
Institutions holding DFS and their total value by quarter
QuarterHoldersValue
Q2 20261$200
Q1 20264$8.35M
Q4 20252$1.15K
Q3 20252$1.08M
Q2 202510$15.3M
Q1 20251,176$37.3B
Q4 20241,173$37.6B
Q3 20241,061$30.0B
Q2 20241,030$27.8B
Q1 20241,036$27.9B
Q4 2023979$24.4B
Q3 2023908$18.3B
Q2 2023975$24.7B
Q1 2023958$21.3B
Q4 2022980$21.9B
Q3 2022927$20.7B
Q2 2022944$21.8B
Q1 2022953$26.1B
Q4 2021983$28.2B
Q3 2021946$30.8B
Q2 2021927$30.6B
Q1 2021897$24.8B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q3 2024.

Institutions holding DFS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Court Place Advisors, LLC1,878$325.4K0.11%00.0%Unchanged
PDS Planning, Inc1,874$324.6K0.03%−41−2.1%Reduced
Ellevest, Inc.1,861$322.4K0.02%−162−8.0%Reduced
One Wealth Advisors, LLC1,855$321.3K0.05%−1,311−41.4%Reduced
Parkside Financial Bank & Trust1,848$320.1K0.04%+137+8.0%Added
McLean Asset Management Corp1,833$317.6K0.10%+27+1.5%Added
Vicus Capital1,827$316.5K0.03%+37+2.1%Added
Lee Danner & Bass Inc1,825$316.1K0.03%00.0%Unchanged
We Are One Seven, LLC1,821$315.5K0.01%+57+3.2%Added
Washington Trust Co1,818$314.9K0.01%−90−4.7%Reduced
Bartlett & Co. Wealth Management LLC1,809$313.4K0.00%00.0%Unchanged
Gladstone Institutional Advisory LLC1,808$313.2K0.01%00.0%Unchanged
PFG Investments, LLC1,791$310.3K0.02%+104+6.2%Added
Van Hulzen Asset Management, LLC1,777$307.8K0.02%−16,800−90.4%Reduced
Western Wealth Management, LLC1,765$305.8K0.02%−250−12.4%Reduced
First Bank & Trust1,759$304.7K0.06%−721−29.1%Reduced
Prepared Retirement Institute LLC1,752$303.5K0.17%00.0%Unchanged
Spears Abacus Advisors LLC1,740$301.4K0.01%+2+0.1%Added
Arkadios Wealth Advisors1,731$299.9K0.02%−82−4.5%Reduced
Hills Bank & Trust Co1,724$298.6K0.02%−16−0.9%Reduced
Ameritas Advisory Services, LLC1,723$298.4K0.01%+1,723New
Gries Financial LLC1,720$298.0K0.05%+13+0.8%Added
Prime Capital Investment Advisors, LLC1,716$297.3K0.00%−62−3.5%Reduced
Jump Financial, LLC1,704$295.2K0.01%−366−17.7%Reduced
Capital Investment Advisors, LLC1,687$292.2K0.01%+74+4.6%Added
Burt Wealth Advisors1,673$289.8K0.07%00.0%Unchanged
Independent Advisor Alliance1,668$288.9K0.00%+1,668New
Sunflower Bank, N.A.1,661$287.7K0.08%+13+0.8%Added
CTC Alternative Strategies, Ltd.1,660$287.6K0.37%−387−18.9%Reduced
Philip James Wealth Mangement, LLC1,659$287.3K0.04%+5+0.3%Added
Woodmont Investment Counsel LLC1,654$286.5K0.02%+1,654New
44 Wealth Management LLC1,646$285.1K0.11%−110−6.3%Reduced
Sagespring Wealth Partners, LLC1,642$284.5K0.01%+1,642New
NDVR, Inc.1,641$284.3K0.27%+32+2.0%Added
Clearstead Advisors, LLC1,639$283.9K0.00%+1,261+333.6%Added
OneAscent Financial Services LLC1,636$283.0K0.02%+1,636New
Americana Partners, LLC1,627$281.8K0.01%−300−15.6%Reduced
Brookstone Capital Management1,625$281.5K0.00%+1,625New
Park Place Capital Corp1,625$281.5K0.08%+75+4.8%Added
Gamco Investors, Inc. Et Al1,625$281.5K0.00%+1,625New
Strategic Financial Concepts, LLC1,621$280.8K0.05%+1,621New
Clifford Swan Investment Counsel LLC1,615$279.8K0.01%00.0%Unchanged
J. W. Coons Advisors, LLC1,598$276.9K0.07%00.0%Unchanged
Quest Partners LLC1,567$271.5K0.04%−5,225−76.9%Reduced
Trust Co of Virginia1,567$271.5K0.03%−131−7.7%Reduced
Vise Technologies, Inc.1,564$270.9K0.02%−676−30.2%Reduced
GTS Securities LLC1,540$266.8K0.01%−23,761−93.9%Reduced
Wellington Wealth Strategies, LLC.1,397$265.6K0.24%+1,397New
Roberts Glore & Co Inc1,530$265.0K0.08%−1,050−40.7%Reduced
Howard Capital Management Inc.1,529$264.9K0.00%+72+4.9%Added
SageView Advisory Group, LLC1,524$264.1K0.01%+45+3.0%Added
Meridian Wealth Management, LLC1,523$263.8K0.01%+1,523New
Moloney Securities Asset Management, LLC1,497$259.4K0.03%−107−6.7%Reduced
City Center Advisors, LLC1,491$258.3K0.29%+1,491New
Catalyst Financial Partners LLC1,481$256.6K0.05%+1,481New
Scotia Capital Inc.1,477$255.9K0.00%−9,588−86.7%Reduced
Quent Capital, LLC1,472$255.0K0.03%+326+28.4%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,471$254.9K0.01%−6,201−80.8%Reduced
WMS Partners, LLC1,457$252.4K0.01%00.0%Unchanged
Invesco, LLC1,456$252.2K0.10%−75−4.9%Reduced
Williams Jones Wealth Management, LLC.1,456$252.2K0.00%−1−0.1%Reduced
Seed Wealth Management, Inc.1,453$251.7K0.20%00.0%Unchanged
Mayflower Financial Advisors, LLC1,450$251.2K0.04%−69−4.5%Reduced
Leavell Investment Management, Inc.1,450$251.2K0.01%00.0%Unchanged
Camden Capital, LLC1,450$251.1K0.03%+1,450New
Calamos Wealth Management LLC1,444$250.1K0.01%+1,444New
Obsidian Personal Planning Solutions LLC1,241$249.6K0.12%+1,241New
Strategic Family Wealth Counselors, L.L.C.1,437$248.9K0.08%+4+0.3%Added
Sovereign Investment Advisors, LLC1,435$248.6K0.07%+1,435New
Twin Peaks Wealth Advisors, LLC1,434$248.4K0.11%−140−8.9%Reduced
Tanager Wealth Management LLP1,427$247.2K0.03%+1,427New
Proequities, Inc.1,249$246.7K0.01%+115+10.1%Added
LRI Investments, LLC1,411$244.4K0.02%00.0%Unchanged
Brown Brothers Harriman & Co1,411$244.4K0.00%+57+4.2%Added
Bell Bank1,408$243.9K0.02%+1,408New
HHM Wealth Advisors, LLC1,407$243.7K0.03%+7+0.5%Added
AF Advisors, Inc.1,405$243.4K0.03%+1,405New
Retirement Guys Formula LLC1,394$241.5K0.12%+1,394New
AA Financial Advisors, LLC1,392$241.1K0.06%+1,392New
Sandy Spring Bank1,382$239.4K0.01%−156−10.1%Reduced
Meyer Handelman Co1,380$239.1K0.01%+1,380New
Journey Strategic Wealth LLC1,376$238.4K0.01%+1,376New
Doheny Asset Management1,375$238.0K0.18%+1,375New
OV Management LLC1,373$237.8K0.11%−14,125−91.1%Reduced
Saranac Partners Ltd1,370$237.3K0.13%+1,370New
Prospera Financial Services Inc1,361$236.0K0.01%+1,361New
Ostrum Asset Management1,356$234.9K0.02%−58−4.1%Reduced
Buckingham Strategic Partners1,354$234.6K0.00%+1,354New
Equity Investment Corp1,354$234.6K0.01%+1,354New
Geneos Wealth Management Inc.1,353$234.4K0.01%+39+3.0%Added
First National Bank1,352$234.2K0.16%+1,352New
Mechanics Bank Trust Department1,350$233.9K0.03%+1,350New
Kathmere Capital Management, LLC1,343$232.6K0.02%+1,343New
Ashton Thomas Private Wealth, LLC1,328$230.0K0.01%+1,328New
Belpointe Asset Management LLC1,644$228.2K0.01%+4+0.2%Added
CMC Financial Group1,307$226.4K0.48%+1,307New
Conning Inc.1,305$226.1K0.01%−1,042−44.4%Reduced
Aprio Wealth Management, LLC1,300$225.2K0.03%+1,300New
Lipe & Dalton1,300$225.0K0.12%+1,300New
YHB Investment Advisors, Inc.1,296$224.5K0.02%+1,296New