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, Q1 2025
Institutional positions in Discover Financial Services as of Mar 31, 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, so this page shows Q1 2025. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 1,176
- +23 vs. Q4 2024
- Shares held
- 218.6M
- +3.12M (+1.4%) vs. Q4 2024
- Total value
- $37.3B
- −$45.8M (−0.1%) vs. Q4 2024
- New holders
- 131
- 390 more added
- Sold out
- 108
- 442 more reduced
20 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moore Capital Management, LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −14,836−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −12,180−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −9,320−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −10,014−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −9,840−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −9,369−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −8,564−100.0% | Sold out |
| Water Island Capital LLC | 0 | $0 | 0.00% | −8,558−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −8,478−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −7,406−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −7,070−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −7,035−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −6,353−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −6,324−100.0% | Sold out |
| Fayez Sarofim & Co | 0 | $0 | 0.00% | −6,077−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −4,866−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −4,411−100.0% | Sold out |
| Financial Sense Advisors, Inc. | 0 | $0 | 0.00% | −4,228−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,107−100.0% | Sold out |
| Fruth Investment Management | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,695−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −3,603−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −3,501−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −2,625−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −2,578−100.0% | Sold out |
| DLK Investment Management, LLC | 0 | $0 | 0.00% | −2,539−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,341−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −2,282−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −2,076−100.0% | Sold out |
| Fedenia Advisers LLC | 0 | $0 | 0.00% | −2,032−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −1,976−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −1,777−100.0% | Sold out |
| Philip James Wealth Mangement, LLC | 0 | $0 | 0.00% | −1,659−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −1,625−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,567−100.0% | Sold out |
| City Center Advisors, LLC | 0 | $0 | 0.00% | −1,491−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −1,457−100.0% | Sold out |
| Invesco, LLC | 0 | $0 | 0.00% | −1,456−100.0% | Sold out |
| Strategic Family Wealth Counselors, L.L.C. | 0 | $0 | 0.00% | −1,437−100.0% | Sold out |
| Sovereign Investment Advisors, LLC | 0 | $0 | 0.00% | −1,435−100.0% | Sold out |
| OV Management LLC | 0 | $0 | 0.00% | −1,373−100.0% | Sold out |
| Mechanics Bank Trust Department | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Smith, Salley & Associates | 0 | $0 | 0.00% | −1,267−100.0% | Sold out |
| Impact Capital Partners LLC | 0 | $0 | 0.00% | −1,259−100.0% | Sold out |
| Investor's Fiduciary Advisor Network, LLC | 0 | $0 | 0.00% | −1,264−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −1,237−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −1,206−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −1,205−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −1,201−100.0% | Sold out |
| BKD Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,171−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −1,168−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −1,164−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −1,161−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −1,160−100.0% | Sold out |
| Sabal Trust CO | 0 | $0 | 0.00% | −1,157−100.0% | Sold out |
| Equitec Proprietary Markets, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Measured Risk Portfolios, Inc. | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| DT Investment Partners, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Bangor Savings Bank | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Sugar Maple Asset Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Vista Private Wealth Partners. LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Caxton Associates LP | – | – | – | – | Not filed |
| Swedbank AB | – | – | – | – | Not filed |
| Phase 2 Partners, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Stenger Family Office, LLC | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Kolinsky Wealth Management, LLC | – | – | – | – | Not filed |
| Lake Street Advisors Group, LLC | – | – | – | – | Not filed |
| TrinityPoint Wealth, LLC | – | – | – | – | Not filed |
| Madison Investment Advisors, LLC | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
| Wellington Wealth Strategies, LLC. | – | – | – | – | Not filed |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |