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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 0 | $0 | 0.00% | −2,871−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −2,610−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −2,598−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −2,592−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −2,569−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −2,566−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −2,556−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −2,556−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −2,547−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −2,539−100.0% | Sold out |
| Greenfield Savings Bank | 0 | $0 | 0.00% | −2,535−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −2,533−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −2,533−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −2,527−100.0% | Sold out |
| Gallagher Fiduciary Advisors, LLC | 0 | $0 | 0.00% | −2,522−100.0% | Sold out |
| Peachtree Investment Partners, LLC | 0 | $0 | 0.00% | −2,520−100.0% | Sold out |
| Berkshire Asset Management LLC | 0 | $0 | 0.00% | −2,228−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Beck Mack & Oliver LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −2,476−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −2,447−100.0% | Sold out |
| Kozak & Associates, Inc. | 0 | $0 | 0.00% | −2,625−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −2,446−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −2,443−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −2,440−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −2,436−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −2,425−100.0% | Sold out |
| Wedgewood Investors Inc | 0 | $0 | 0.00% | −2,420−100.0% | Sold out |
| Schrum Private Wealth Management LLC | 0 | $0 | 0.00% | −2,407−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −2,381−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −2,381−100.0% | Sold out |
| Grandfield & Dodd, LLC | 0 | $0 | 0.00% | −2,376−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −2,364−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −2,346−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −2,340−100.0% | Sold out |
| Graypoint LLC | 0 | $0 | 0.00% | −2,328−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −2,306−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,292−100.0% | Sold out |
| First Interstate Bank | 0 | $0 | 0.00% | −2,273−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −2,261−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −2,254−100.0% | Sold out |
| Optas, LLC | 0 | $0 | 0.00% | −2,227−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −2,222−100.0% | Sold out |
| JBF Capital, Inc. | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −2,098−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −2,186−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −2,180−100.0% | Sold out |
| Independent Solutions Wealth Management, LLC | 0 | $0 | 0.00% | −2,171−100.0% | Sold out |
| Van Strum & Towne Inc. | 0 | $0 | 0.00% | −2,170−100.0% | Sold out |
| J2 Capital Management Inc | 0 | $0 | 0.00% | −2,155−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −2,139−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −2,278−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −2,136−100.0% | Sold out |
| Northeast Financial Consultants Inc | 0 | $0 | 0.00% | −2,130−100.0% | Sold out |
| Folger Nolan Fleming Douglas Capital Management, Inc | 0 | $0 | 0.00% | −2,128−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −2,121−100.0% | Sold out |
| Barlow Wealth Partners, Inc. | 0 | $0 | 0.00% | −1,940−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −2,087−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −2,073−100.0% | Sold out |
| Walker Asset Management, LLC | 0 | $0 | 0.00% | −2,072−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −2,071−100.0% | Sold out |
| Acima Private Wealth, LLC | 0 | $0 | 0.00% | −2,056−100.0% | Sold out |
| Welch & Forbes LLC | 0 | $0 | 0.00% | −2,048−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,048−100.0% | Sold out |
| Cozad Asset Management Inc | 0 | $0 | 0.00% | −2,036−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −2,036−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −2,032−100.0% | Sold out |
| Bragg Financial Advisors, Inc | 0 | $0 | 0.00% | −2,023−100.0% | Sold out |
| First Western Trust Bank | 0 | $0 | 0.00% | −2,023−100.0% | Sold out |
| Bridges Investment Management Inc | 0 | $0 | 0.00% | −2,020−100.0% | Sold out |
| Pettee Investors, Inc. | 0 | $0 | 0.00% | −2,020−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −2,017−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −2,149−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| JBGlobal.com LLC | 0 | $0 | 0.00% | −1,996−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −1,993−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −1,992−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −1,989−100.0% | Sold out |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −1,986−100.0% | Sold out |
| PDS Planning, Inc | 0 | $0 | 0.00% | −1,971−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −1,786−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −1,965−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −1,953−100.0% | Sold out |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −1,949−100.0% | Sold out |
| Premier Path Wealth Partners, LLC | 0 | $0 | 0.00% | −1,942−100.0% | Sold out |
| J. W. Coons Advisors, LLC | 0 | $0 | 0.00% | −1,938−100.0% | Sold out |
| Astoria Portfolio Advisors LLC. | 0 | $0 | 0.00% | −1,841−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −1,923−100.0% | Sold out |
| Aviso Wealth Management | 0 | $0 | 0.00% | −1,920−100.0% | Sold out |
| Inlet Private Wealth, LLC | 0 | $0 | 0.00% | −1,910−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −1,910−100.0% | Sold out |
| Peak Planning Group, LLC | 0 | $0 | 0.00% | −1,901−100.0% | Sold out |
| City State Bank | 0 | $0 | 0.00% | −1,892−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −1,887−100.0% | Sold out |
| Court Place Advisors, LLC | 0 | $0 | 0.00% | −1,878−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −2,069−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −1,848−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −1,848−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −1,846−100.0% | Sold out |