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 |
|---|---|---|---|---|---|
| MeadowBrook Investment Advisors LLC | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −262−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Brown, Lisle/Cummings, Inc. | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −219−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Ogorek Anthony Joseph | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Hoese & Co LLP | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Tanglewood Legacy Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Flagship Wealth Advisors, LLC | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| Mattson Financial Services, LLC | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| DiNuzzo Private Wealth, Inc. | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| ESL Trust Services, LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Boyd Watterson Asset Management LLC | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Medallion Wealth Advisors, LLC | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| ORG Wealth Partners, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| First United Bank Trust | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Legacy Bridge, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Valued Wealth Advisors LLC | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| BFSG, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Roble, Belko & Company, Inc | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Solstein Capital, LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Peoples Financial Services Corp. | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Gs Investments, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Olistico Wealth, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Coston, McIsaac & Partners | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Saudi Central Bank | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Gen-Wealth Partners Inc | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Peoples Bank | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Curat Global, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Global X Japan Co., Ltd. | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| JDM Financial Group LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Clark Wealth Partners | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Marshall & Sterling Wealth Advisors Inc. | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Estabrook Capital Management | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Atlantic Edge Private Wealth Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Binnacle Investments Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |