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 |
|---|---|---|---|---|---|
| Relyea Zuckerberg Hanson LLC | 0 | $0 | 0.00% | −1,836−100.0% | Sold out |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −1,825−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −1,818−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −1,817−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −1,811−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −1,810−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −1,805−100.0% | Sold out |
| Sagespring Wealth Partners, LLC | 0 | $0 | 0.00% | −1,785−100.0% | Sold out |
| AA Financial Advisors, LLC | 0 | $0 | 0.00% | −1,770−100.0% | Sold out |
| Prepared Retirement Institute LLC | 0 | $0 | 0.00% | −1,752−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −1,749−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −1,740−100.0% | Sold out |
| Kraft, Davis & Associates, LLC | 0 | $0 | 0.00% | −1,716−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,723−100.0% | Sold out |
| Hills Bank & Trust Co | 0 | $0 | 0.00% | −1,724−100.0% | Sold out |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −1,722−100.0% | Sold out |
| Gries Financial LLC | 0 | $0 | 0.00% | −1,716−100.0% | Sold out |
| N.E.W. Advisory Services LLC | 0 | $0 | 0.00% | −1,707−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −1,703−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −1,683−100.0% | Sold out |
| Burt Wealth Advisors | 0 | $0 | 0.00% | −1,673−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −1,660−100.0% | Sold out |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −1,654−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −1,648−100.0% | Sold out |
| Sunflower Bank, N.A. | 0 | $0 | 0.00% | −1,645−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −1,627−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −1,619−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −1,621−100.0% | Sold out |
| Clifford Swan Investment Counsel LLC | 0 | $0 | 0.00% | −1,615−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −1,605−100.0% | Sold out |
| NDVR, Inc. | 0 | $0 | 0.00% | −1,603−100.0% | Sold out |
| McLean Asset Management Corp | 0 | $0 | 0.00% | −1,843−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −1,597−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −1,595−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −1,398−100.0% | Sold out |
| Trust Co of Virginia | 0 | $0 | 0.00% | −1,567−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −1,566−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −1,555−100.0% | Sold out |
| CMC Financial Group | 0 | $0 | 0.00% | −1,553−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −1,549−100.0% | Sold out |
| Permanens Capital L.P. | 0 | $0 | 0.00% | −1,546−100.0% | Sold out |
| S-Bank Fund Management Ltd | 0 | $0 | 0.00% | −1,541−100.0% | Sold out |
| Conning Inc. | 0 | $0 | 0.00% | −1,540−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −1,536−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,536−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −1,533−100.0% | Sold out |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −1,516−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,513−100.0% | Sold out |
| Journey Advisory Group, LLC | 0 | $0 | 0.00% | −1,511−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −1,505−100.0% | Sold out |
| Roberts Glore & Co Inc | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Catalyst Financial Partners LLC | 0 | $0 | 0.00% | −1,471−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,468−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −1,466−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −1,463−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −1,460−100.0% | Sold out |
| Pzena Investment Management LLC | 0 | $0 | 0.00% | −1,459−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −1,458−100.0% | Sold out |
| AssuredPartners Investment Advisors, LLC | 0 | $0 | 0.00% | −1,457−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −1,456−100.0% | Sold out |
| Seed Wealth Management, Inc. | 0 | $0 | 0.00% | −1,453−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −1,452−100.0% | Sold out |
| Leavell Investment Management, Inc. | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Alta Advisers Ltd | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Tanager Wealth Management LLP | 0 | $0 | 0.00% | −1,443−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −1,422−100.0% | Sold out |
| LRI Investments, LLC | 0 | $0 | 0.00% | −1,411−100.0% | Sold out |
| Bell Bank | 0 | $0 | 0.00% | −1,408−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,407−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,405−100.0% | Sold out |
| AF Advisors, Inc. | 0 | $0 | 0.00% | −1,405−100.0% | Sold out |
| Retirement Guys Formula LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Bridgewater Advisors Inc. | 0 | $0 | 0.00% | −1,280−100.0% | Sold out |
| Gryphon Financial Partners LLC | 0 | $0 | 0.00% | −1,388−100.0% | Sold out |
| Meyer Handelman Co | 0 | $0 | 0.00% | −1,380−100.0% | Sold out |
| Saranac Partners Ltd | 0 | $0 | 0.00% | −1,370−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −1,367−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −1,360−100.0% | Sold out |
| Equity Investment Corp | 0 | $0 | 0.00% | −1,354−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −1,351−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,433−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −1,344−100.0% | Sold out |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −1,343−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −1,334−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −1,334−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,334−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −1,329−100.0% | Sold out |
| Obsidian Personal Planning Solutions LLC | 0 | $0 | 0.00% | −1,241−100.0% | Sold out |
| Doheny Asset Management | 0 | $0 | 0.00% | −1,325−100.0% | Sold out |
| Howard Capital Management Inc. | 0 | $0 | 0.00% | −1,322−100.0% | Sold out |
| Fukoku Mutual Life Insurance Co | 0 | $0 | 0.00% | −1,321−100.0% | Sold out |
| Ostrum Asset Management | 0 | $0 | 0.00% | −1,321−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −1,321−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −1,319−100.0% | Sold out |
| Camden National Bank | 0 | $0 | 0.00% | −1,315−100.0% | Sold out |
| Armis Advisers, LLC | 0 | $0 | 0.00% | −1,308−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −1,306−100.0% | Sold out |
| Aprio Wealth Management, LLC | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |