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 |
|---|---|---|---|---|---|
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −3,951−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −3,901−100.0% | Sold out |
| River Wealth Advisors LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −3,855−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −3,847−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −3,768−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −3,762−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −3,424−100.0% | Sold out |
| Laraway Financial Inc | 0 | $0 | 0.00% | −3,705−100.0% | Sold out |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,703−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −3,638−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −3,629−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −3,626−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −3,619−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −3,602−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −3,593−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −3,582−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −3,582−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −3,563−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −3,554−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −3,550−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −3,549−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −3,488−100.0% | Sold out |
| Smith, Moore & Co. | 0 | $0 | 0.00% | −3,426−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −3,424−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −3,421−100.0% | Sold out |
| Pennsylvania Capital Management Inc | 0 | $0 | 0.00% | −3,416−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −3,399−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −3,403−100.0% | Sold out |
| Alan B. Lancz & Associates, Inc. | 0 | $0 | 0.00% | −3,350−100.0% | Sold out |
| Prairie Sky Financial Group LLC | 0 | $0 | 0.00% | −3,320−100.0% | Sold out |
| SCS Capital Management LLC | 0 | $0 | 0.00% | −3,311−100.0% | Sold out |
| Sendero Wealth Management, LLC | 0 | $0 | 0.00% | −3,308−100.0% | Sold out |
| David Loasby | 0 | $0 | 0.00% | −3,512−100.0% | Sold out |
| Lebenthal Global Advisors, LLC | 0 | $0 | 0.00% | −3,253−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −3,206−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −3,206−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −3,201−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −3,201−100.0% | Sold out |
| HCR Wealth Advisors | 0 | $0 | 0.00% | −3,198−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −3,189−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −3,183−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −3,159−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −3,124−100.0% | Sold out |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −3,099−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −3,234−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −3,089−100.0% | Sold out |
| Councilmark Asset Management, LLC | 0 | $0 | 0.00% | −3,070−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −3,067−100.0% | Sold out |
| Generation Capital Management LLC | 0 | $0 | 0.00% | −3,055−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −3,054−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −3,050−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −3,043−100.0% | Sold out |
| Chicago Wealth Management, Inc. | 0 | $0 | 0.00% | −3,023−100.0% | Sold out |
| Rathbone Brothers plc | 0 | $0 | 0.00% | −3,016−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −2,986−100.0% | Sold out |
| Affinity Wealth Management LLC | 0 | $0 | 0.00% | −2,971−100.0% | Sold out |
| Waters Parkerson & Co., LLC | 0 | $0 | 0.00% | −2,966−100.0% | Sold out |
| Haverford Trust Co | 0 | $0 | 0.00% | −2,957−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −2,948−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,930−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −2,928−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −2,924−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −2,923−100.0% | Sold out |
| Trust Asset Management LLC | 0 | $0 | 0.00% | −2,911−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −2,903−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −2,902−100.0% | Sold out |
| Factorial Partners, LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Allen Mooney & Barnes Investment Advisors LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −2,880−100.0% | Sold out |
| Pflug Koory, LLC | 0 | $0 | 0.00% | −2,865−100.0% | Sold out |
| Quadcap Wealth Management, LLC | 0 | $0 | 0.00% | −2,860−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −2,856−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −2,845−100.0% | Sold out |
| Madison Asset Management, LLC | 0 | $0 | 0.00% | −2,844−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −2,842−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −2,836−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −2,833−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −2,828−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −2,822−100.0% | Sold out |
| Park National Corp | 0 | $0 | 0.00% | −2,822−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −2,811−100.0% | Sold out |
| Arbor Investment Advisors, LLC | 0 | $0 | 0.00% | −2,810−100.0% | Sold out |
| Hunter Associates Investment Management LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −2,799−100.0% | Sold out |
| Sage Investment Counsel LLC | 0 | $0 | 0.00% | −2,790−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −2,782−100.0% | Sold out |
| Cidel Asset Management Inc | 0 | $0 | 0.00% | −2,766−100.0% | Sold out |
| Birch Capital Management, LLC | 0 | $0 | 0.00% | −2,765−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −2,763−100.0% | Sold out |
| Zhang Financial LLC | 0 | $0 | 0.00% | −2,744−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −2,724−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −2,703−100.0% | Sold out |
| Fortem Financial Group, LLC | 0 | $0 | 0.00% | −2,696−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −2,675−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −2,592−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −2,666−100.0% | Sold out |
| Verity & Verity, LLC | 0 | $0 | 0.00% | −2,656−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −2,648−100.0% | Sold out |