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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
Vazirani Asset Management LLC0$00.00%−7,500−100.0%Sold out
EP Wealth Advisors, LLC0$00.00%−7,346−100.0%Sold out
Stock Yards Bank & Trust Co0$00.00%−7,339−100.0%Sold out
Kentucky Retirement Systems Insurance Trust Fund0$00.00%−7,271−100.0%Sold out
Parallel Advisors, LLC0$00.00%−7,175−100.0%Sold out
HB Wealth Management, LLC0$00.00%−7,144−100.0%Sold out
STRS Ohio0$00.00%−7,089−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−7,087−100.0%Sold out
Pittenger & Anderson Inc0$00.00%−7,085−100.0%Sold out
Banco Santander, S.A.0$00.00%−7,018−100.0%Sold out
Commerzbank Aktiengesellschaft0$00.00%−7,003−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−6,949−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−6,944−100.0%Sold out
Meeder Advisory Services, Inc.0$00.00%−6,905−100.0%Sold out
Fifth Third Wealth Advisors LLC0$00.00%−6,787−100.0%Sold out
Avantax Advisory Services, Inc.0$00.00%−6,753−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−6,700−100.0%Sold out
Bryn Mawr Trust Co0$00.00%−6,673−100.0%Sold out
Tiemann Investment Advisors, LLC0$00.00%−6,667−100.0%Sold out
VestGen Advisors, LLC0$00.00%−6,620−100.0%Sold out
Engineers Gate Manager LP0$00.00%−6,600−100.0%Sold out
Winton Group Ltd0$00.00%−6,569−100.0%Sold out
Kendall Capital Management0$00.00%−6,465−100.0%Sold out
Choate Investment Advisors0$00.00%−6,460−100.0%Sold out
Wiley Bros.-Aintree Capital, LLC0$00.00%−6,954−100.0%Sold out
Intrust Bank NA0$00.00%−6,369−100.0%Sold out
Sowell Financial Services LLC0$00.00%−6,334−100.0%Sold out
Lido Advisors, LLC0$00.00%−6,319−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−6,306−100.0%Sold out
Montag A & Associates Inc0$00.00%−6,272−100.0%Sold out
Diligent Investors, LLC0$00.00%−6,257−100.0%Sold out
Sequoia Financial Advisors, LLC0$00.00%−6,124−100.0%Sold out
Vident Advisory, LLC0$00.00%−6,097−100.0%Sold out
NorthRock Partners, LLC0$00.00%−6,077−100.0%Sold out
Peapack Gladstone Financial Corp0$00.00%−6,014−100.0%Sold out
MUFG Securities EMEA plc0$00.00%−6,000−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−5,963−100.0%Sold out
Greenleaf Trust0$00.00%−5,925−100.0%Sold out
Fiduciary Family Office, LLC0$00.00%−5,806−100.0%Sold out
Empowered Funds, LLC0$00.00%−5,772−100.0%Sold out
Everence Capital Management Inc0$00.00%−5,770−100.0%Sold out
Allstate Corp0$00.00%−5,657−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−5,656−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−5,202−100.0%Sold out
Gratus Wealth Advisors, LLC0$00.00%−5,557−100.0%Sold out
Segment Wealth Management, LLC0$00.00%−5,550−100.0%Sold out
Northcape Wealth Management, LLC0$00.00%−5,462−100.0%Sold out
Kinneret Advisory, LLC0$00.00%−5,383−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−5,375−100.0%Sold out
Jacobi Capital Management LLC0$00.00%−5,365−100.0%Sold out
United Services Automobile Association0$00.00%−5,669−100.0%Sold out
Mediolanum International Funds Ltd0$00.00%−5,669−100.0%Sold out
Stratos Wealth Partners, LTD.0$00.00%−5,252−100.0%Sold out
Allworth Financial LP0$00.00%−4,765−100.0%Sold out
Fort Point Capital Partners LLC0$00.00%−5,177−100.0%Sold out
Applied Finance Capital Management, LLC0$00.00%−5,158−100.0%Sold out
TownSquare Capital, LLC0$00.00%−5,082−100.0%Sold out
Raiffeisen Bank International AG0$00.00%−5,397−100.0%Sold out
Rehmann Capital Advisory Group0$00.00%−5,005−100.0%Sold out
HM Payson & Co0$00.00%−4,956−100.0%Sold out
Crews Bank & Trust0$00.00%−4,948−100.0%Sold out
American Money Management, LLC0$00.00%−4,926−100.0%Sold out
Independence Bank of Kentucky0$00.00%−4,925−100.0%Sold out
Fulton Bank, N.A.0$00.00%−4,891−100.0%Sold out
Corsair Capital Management, L.P.0$00.00%−4,889−100.0%Sold out
V-Square Quantitative Management LLC0$00.00%−4,807−100.0%Sold out
Covenant Partners, LLC0$00.00%−4,775−100.0%Sold out
Wedbush Securities Inc0$00.00%−4,725−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−4,697−100.0%Sold out
Integris Wealth Management, LLC0$00.00%−4,681−100.0%Sold out
IMA Wealth, Inc.0$00.00%−4,674−100.0%Sold out
North Star Asset Management Inc0$00.00%−4,669−100.0%Sold out
Monetary Management Group Inc0$00.00%−4,650−100.0%Sold out
XTX Topco Ltd0$00.00%−4,597−100.0%Sold out
Financial Engines Advisors L.L.C.0$00.00%−4,595−100.0%Sold out
GAMMA Investing LLC0$00.00%−4,595−100.0%Sold out
Keebeck Alpha, LP0$00.00%−4,568−100.0%Sold out
Federated Hermes, Inc.0$00.00%−4,557−100.0%Sold out
Brighton Jones LLC0$00.00%−4,541−100.0%Sold out
Patron Partners Advisors, LLC0$00.00%−4,463−100.0%Sold out
Skopos Labs, Inc.0$00.00%−4,446−100.0%Sold out
MUFG Securities Americas Inc.0$00.00%−4,443−100.0%Sold out
Nexus Investment Management ULC0$00.00%−3,043−100.0%Sold out
Wesbanco Bank Inc0$00.00%−4,377−100.0%Sold out
Roffman Miller Associates Inc0$00.00%−4,371−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−4,323−100.0%Sold out
Davenport & Co LLC0$00.00%−4,320−100.0%Sold out
Hazlett, Burt & Watson, Inc.0$00.00%−4,302−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−4,191−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−4,149−100.0%Sold out
Financial Advocates Investment Management0$00.00%−4,116−100.0%Sold out
Apollon Wealth Management, LLC0$00.00%−4,089−100.0%Sold out
Pitcairn Co0$00.00%−4,076−100.0%Sold out
Ballentine Partners, LLC0$00.00%−4,067−100.0%Sold out
Flavin Financial Services, Inc.0$00.00%−4,048−100.0%Sold out
Concurrent Investment Advisors, LLC0$00.00%−4,035−100.0%Sold out
Caldwell Trust Co0$00.00%−4,018−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−4,073−100.0%Sold out
Farther Finance Advisors, LLC0$00.00%−4,010−100.0%Sold out
Supplemental Annuity Collective Trust of NJ0$00.00%−4,000−100.0%Sold out