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, Q2 2025
Institutional positions in Discover Financial Services as of Jun 30, 2025. 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
DFS is no longer listed, and 13F filings after Q1 2025 list far fewer holders. See Q1 2025
- Institutional holders
- 10
- −1,153 vs. Q1 2025
- Shares held
- 104.4K
- −218.2M (−100.0%) vs. Q1 2025
- Total value
- $15.3M
- −$37.2B (−100.0%) vs. Q1 2025
- New holders
- 1
- 2 more added
- Sold out
- 1,154
- 5 more reduced
13 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lipe & Dalton | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Resonant Capital Advisors, LLC | 0 | $0 | 0.00% | −1,299−100.0% | Sold out |
| Souders Financial Advisors | 0 | $0 | 0.00% | −1,298−100.0% | Sold out |
| YHB Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,296−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,281−100.0% | Sold out |
| Trustmark National Bank Trust Department | 0 | $0 | 0.00% | −1,278−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −1,278−100.0% | Sold out |
| First National Bank | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| Northwest Bancshares, Inc. | 0 | $0 | 0.00% | −1,268−100.0% | Sold out |
| Quantum Financial Advisors, LLC | 0 | $0 | 0.00% | −1,262−100.0% | Sold out |
| Perfromance Wealth Partners, LLC | 0 | $0 | 0.00% | −1,258−100.0% | Sold out |
| Northstar Asset Management LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Cove Private Wealth, LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,242−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −1,239−100.0% | Sold out |
| Brookwood Investment Group LLC | 0 | $0 | 0.00% | −1,237−100.0% | Sold out |
| Silverlake Wealth Management LLC | 0 | $0 | 0.00% | −1,236−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −1,233−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −1,229−100.0% | Sold out |
| KCM Investment Advisors LLC | 0 | $0 | 0.00% | −1,223−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1,221−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −1,218−100.0% | Sold out |
| Daymark Wealth Partners, LLC | 0 | $0 | 0.00% | −1,217−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −1,186−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −1,187−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −1,186−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −1,180−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −1,174−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Trifecta Capital Advisors, LLC | 0 | $0 | 0.00% | −1,142−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −1,142−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −1,108−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −1,048−100.0% | Sold out |
| Cary Street Partners Financial LLC | 0 | $0 | 0.00% | −1,031−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −1,008−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −943−100.0% | Sold out |
| FWL Investment Management, LLC | 0 | $0 | 0.00% | −905−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −869−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −864−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −851−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −789−100.0% | Sold out |
| Cromwell Holdings LLC | 0 | $0 | 0.00% | −783−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −742−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −732−100.0% | Sold out |
| Nalls Sherbakoff Group, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −692−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −685−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Piscataqua Savings Bank | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −626−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −609−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −606−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −597−100.0% | Sold out |
| Deseret Mutual Benefit Administrators | 0 | $0 | 0.00% | −583−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −579−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −574−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −571−100.0% | Sold out |
| S&T Bank | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −565−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Hemington Wealth Management | 0 | $0 | 0.00% | −542−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −515−100.0% | Sold out |
| VSM Wealth Advisory, LLC | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| First PREMIER Bank | 0 | $0 | 0.00% | −453−100.0% | Sold out |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −448−100.0% | Sold out |
| Adirondack Trust Co | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| Semmax Financial Advisors Inc. | 0 | $0 | 0.00% | −392−100.0% | Sold out |
| Zions Bancorporation, National Association | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −403−100.0% | Sold out |
| CNB Bank | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Centennial Bank | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Millstone Evans Group, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Evelyn Partners Investment Management LLP | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −394−100.0% | Sold out |
| BankPlus Trust Department | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −389−100.0% | Sold out |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −411−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −318−100.0% | Sold out |
| Smallwood Wealth Investment Management, LLC | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −313−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −281−100.0% | Sold out |
| Compass Financial Services Inc | 0 | $0 | 0.00% | −280−100.0% | Sold out |