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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.

Institutional holdersQ2 2025: 10 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 heldQ2 2025: $15.3M
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, Q2 2025

Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q1 2025.

Institutions holding DFS in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Gladstone Capital Management LLP0$00.00%−49−100.0%Sold out
Stonebridge Financial Group, LLC0$00.00%−49−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−46−100.0%Sold out
Rosenberg Matthew Hamilton0$00.00%−44−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−40−100.0%Sold out
IAG Wealth Partners, LLC0$00.00%−40−100.0%Sold out
Fortis Group Advisors, LLC0$00.00%−38−100.0%Sold out
North Capital, Inc.0$00.00%−38−100.0%Sold out
Vision Financial Markets LLC0$00.00%−35−100.0%Sold out
Creative Financial Designs Inc0$00.00%−35−100.0%Sold out
Mowery & Schoenfeld Wealth Management, LLC0$00.00%−35−100.0%Sold out
10Elms LLP0$00.00%−31−100.0%Sold out
TFC Financial Management0$00.00%−30−100.0%Sold out
Byrne Asset Management LLC0$00.00%−30−100.0%Sold out
Golden State Wealth Management, LLC0$00.00%−29−100.0%Sold out
Prestige Wealth Management Group LLC0$00.00%−28−100.0%Sold out
WealthTrak Capital Management LLC0$00.00%−28−100.0%Sold out
Raffa Wealth Management, LLC0$00.00%−27−100.0%Sold out
Tompkins Financial Corp0$00.00%−26−100.0%Sold out
Country Trust Bank0$00.00%−26−100.0%Sold out
Red Tortoise LLC0$00.00%−26−100.0%Sold out
Hollencrest Capital Management0$00.00%−25−100.0%Sold out
Crewe Advisors LLC0$00.00%−25−100.0%Sold out
First Pacific Financial0$00.00%−25−100.0%Sold out
Continuum Advisory, LLC0$00.00%−24−100.0%Sold out
Provenance Wealth Advisors, LLC0$00.00%−24−100.0%Sold out
Dunhill Financial, LLC0$00.00%−23−100.0%Sold out
Greenline Partners, LLC0$00.00%−21−100.0%Sold out
Garde Capital, Inc.0$00.00%−20−100.0%Sold out
Hughes Financial Services, LLC0$00.00%−19−100.0%Sold out
Abound Wealth Management0$00.00%−18−100.0%Sold out
Center for Financial Planning, Inc.0$00.00%−18−100.0%Sold out
Farmers & Merchants Trust Co of Chambersburg PA0$00.00%−15−100.0%Sold out
Kayne Anderson Rudnick Investment Management LLC0$00.00%−17−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−17−100.0%Sold out
NVWM, LLC0$00.00%−16−100.0%Sold out
Private Wealth Asset Management, LLC0$00.00%−16−100.0%Sold out
Nemes Rush Group LLC0$00.00%−16−100.0%Sold out
DAGCO, Inc.0$00.00%−12−100.0%Sold out
Principia Wealth Advisory, LLC0$00.00%−11−100.0%Sold out
Rialto Wealth Management, LLC0$00.00%−11−100.0%Sold out
Cranbrook Wealth Management, LLC0$00.00%−9−100.0%Sold out
True Wealth Design, LLC0$00.00%−9−100.0%Sold out
TD Capital Management LLC0$00.00%−8−100.0%Sold out
Bay Harbor Wealth Management, LLC0$00.00%−8−100.0%Sold out
Winnow Wealth LLC0$00.00%−8−100.0%Sold out
WestEnd Advisors, LLC0$00.00%−7−100.0%Sold out
Trust Co0$00.00%−7−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−7−100.0%Sold out
Ruedi Wealth Management, Inc.0$00.00%−7−100.0%Sold out
Financial Network Wealth Advisors LLC0$00.00%−7−100.0%Sold out
Accordant Advisory Group Inc0$00.00%−7−100.0%Sold out
Highline Wealth Partners LLC0$00.00%−7−100.0%Sold out
Redwood Park Advisors LLC0$00.00%−6−100.0%Sold out
Capital Analysts, LLC0$00.00%−7−100.0%Sold out
Wolff Wiese Magana LLC0$00.00%−5−100.0%Sold out
Parkworth Wealth Management, Inc.0$00.00%−5−100.0%Sold out
HFM Investment Advisors, LLC0$00.00%−5−100.0%Sold out
Chesapeake Asset Management LLC0$00.00%−5−100.0%Sold out
Copeland Capital Management, LLC0$00.00%−5−100.0%Sold out
Quest 10 Wealth Builders, Inc.0$00.00%−3−100.0%Sold out
Global Wealth Strategies & Associates0$00.00%−2−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−2−100.0%Sold out
Transce3nd, LLC0$00.00%−2−100.0%Sold out
Credit Agricole S A––––Not filed
Glenmede Trust Co NA––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Mizuho Securities USA LLC––––Not filed
CIBRA Capital Ltd––––Not filed
Orion Portfolio Solutions, LLC––––Not filed
CAPROCK Group, Inc.––––Not filed
Sheaff Brock Investment Advisors, LLC––––Not filed
Schechter Investment Advisors, LLC––––Not filed
Keeley-Teton Advisors, LLC––––Not filed
Sandy Spring Bank––––Not filed
Lindbrook Capital, LLC––––Not filed
Spectrum Wealth Counsel, LLC––––Not filed