Discover Financial Services
DFSDelisted- Industry
- Personal Credit Institutions
- SEC CIK
- 0001393612
Discover Financial Services was delisted in 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 $37.5B 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 | 3 | $4.45M |
| Q2 2025 | 10 | $15.3M |
| Q1 2025 | 1,176 | $37.5B |
| Q4 2024 | 1,173 | $37.7B |
| Q3 2024 | 1,061 | $30.2B |
| Q2 2024 | 1,030 | $28.0B |
| Q1 2024 | 1,036 | $29.4B |
| Q4 2023 | 979 | $25.2B |
| Q3 2023 | 908 | $18.3B |
| Q2 2023 | 975 | $24.7B |
| Q1 2023 | 958 | $21.9B |
| Q4 2022 | 980 | $21.9B |
| Q3 2022 | 927 | $20.7B |
| Q2 2022 | 944 | $21.8B |
| Q1 2022 | 953 | $26.1B |
| Q4 2021 | 983 | $28.4B |
| Q3 2021 | 946 | $30.8B |
| Q2 2021 | 927 | $30.6B |
| Q1 2021 | 898 | $24.9B |
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 |
|---|---|---|---|---|---|
| Olistico Wealth, LLC | 100 | $17.1K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 100 | $17.1K | 0.01% | +100 | New |
| Old Point Trust & Financial Services N A | 107 | $18.3K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 108 | $18.4K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 109 | $18.6K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 113 | $19.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 120 | $20.5K | 0.00% | −9−7.0% | Reduced |
| UMA Financial Services, Inc. | 120 | $20.5K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 125 | $21.3K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 127 | $21.7K | 0.01% | −23−15.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 128 | $21.9K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 128 | $21.9K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 129 | $22.0K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 130 | $22.2K | 0.00% | −70−35.0% | Reduced |
| Bogart Wealth, LLC | 131 | $22.4K | 0.00% | +7+5.6% | Added |
| GW&K Investment Management, LLC | 135 | $23.0K | 0.00% | +23+20.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 141 | $24.1K | 0.01% | −6−4.1% | Reduced |
| Valued Wealth Advisors LLC | 145 | $24.7K | 0.01% | +9+6.6% | Added |
| First Command Advisory Services, Inc. | 145 | $24.8K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 146 | $24.9K | 0.01% | +146 | New |
| Creekmur Asset Management LLC | 150 | $25.6K | 0.01% | −5−3.2% | Reduced |
| First United Bank Trust | 150 | $25.6K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 150 | $25.6K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 150 | $25.6K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 150 | $25.7K | 0.01% | +150 | New |
| Cape Investment Advisory, Inc. | 153 | $26.1K | 0.01% | −3−1.9% | Reduced |
| Sachetta, LLC | 154 | $26.3K | 0.01% | −7−4.3% | Reduced |
| MV Capital Management, Inc. | 154 | $26.3K | 0.00% | +5+3.4% | Added |
| WPG Advisers, LLC | 164 | $28.0K | 0.03% | +74+82.2% | Added |
| Medallion Wealth Advisors, LLC | 165 | $28.2K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 168 | $28.7K | 0.00% | +18+12.0% | Added |
| Meeder Asset Management Inc | 168 | $28.7K | 0.00% | +87+107.4% | Added |
| Boyd Watterson Asset Management LLC | 173 | $29.5K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 180 | $30.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 189 | $32.3K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 190 | $32.4K | 0.00% | +2+1.1% | Added |
| Addison Advisors LLC | 192 | $32.8K | 0.01% | +26+15.7% | Added |
| Mattson Financial Services, LLC | 194 | $33.1K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 194 | $33.2K | 0.00% | +22+12.8% | Added |
| Flagship Wealth Advisors, LLC | 198 | $33.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 199 | $34.0K | 0.01% | −61−23.5% | Reduced |
| PSI Advisors, LLC | 200 | $34.1K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 200 | $34.1K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 201 | $34.3K | 0.03% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 201 | $34.3K | 0.00% | +10+5.2% | Added |
| Hexagon Capital Partners LLC | 206 | $35.2K | 0.01% | −24−10.4% | Reduced |
| Leonteq Securities AG | 207 | $35.3K | 0.00% | +33+19.0% | Added |
| Ogorek Anthony Joseph | 212 | $36.0K | 0.01% | +121+133.0% | Added |
| Whittier Trust Co of Nevada Inc | 213 | $36.4K | 0.00% | −4−1.8% | Reduced |
| Itau Unibanco Holding S.A. | 217 | $37.0K | 0.00% | −23−9.6% | Reduced |
| Harbor Capital Advisors, Inc. | 219 | $37.0K | 0.00% | −9−3.9% | Reduced |
| Flaharty Asset Management, LLC | 218 | $37.2K | 0.01% | +218 | New |
| Brown, Lisle/Cummings, Inc. | 220 | $37.6K | 0.01% | +5+2.3% | Added |
| Hantz Financial Services, Inc. | 220 | $38.0K | 0.00% | +5+2.3% | Added |
| SOA Wealth Advisors, LLC. | 233 | $39.8K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 243 | $41.0K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 247 | $42.2K | 0.03% | −16−6.1% | Reduced |
| JFS Wealth Advisors, LLC | 251 | $42.9K | 0.00% | +39+18.4% | Added |
| Walleye Trading LLC | 253 | $43.2K | 0.00% | +253 | New |
| Riverview Trust Co | 257 | $43.9K | 0.04% | −5−1.9% | Reduced |
| Atticus Wealth Management, LLC | 259 | $44.2K | 0.01% | +1+0.4% | Added |
| Heritage Wealth Advisors | 260 | $44.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 262 | $44.7K | 0.00% | +21+8.7% | Added |
| Wayfinding Financial, LLC | 264 | $45.0K | 0.02% | +264 | New |
| Evermay Wealth Management LLC | 268 | $45.7K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 272 | $46.4K | 0.04% | 00.0% | Unchanged |
| Compass Financial Services Inc | 280 | $47.8K | 0.03% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 281 | $48.0K | 0.01% | +1+0.4% | Added |
| Sunbelt Securities, Inc. | 306 | $52.2K | 0.00% | −9−2.9% | Reduced |
| West Paces Advisors Inc. | 311 | $53.1K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 313 | $53.4K | 0.02% | −372−54.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 317 | $54.1K | 0.03% | +317 | New |
| Harbor Investment Advisory, LLC | 318 | $54.3K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 330 | $56.3K | 0.02% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 304 | $59.3K | 0.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 348 | $59.4K | 0.01% | +145+71.4% | Added |
| Stephens Consulting, LLC | 350 | $59.7K | 0.02% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 353 | $60.3K | 0.01% | +353 | New |
| Vermillion & White Wealth Management Group, LLC | 369 | $63.0K | 0.05% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 371 | $63.3K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 374 | $63.8K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 411 | $64.9K | 0.00% | +411 | New |
| Raleigh Capital Management Inc. | 389 | $66.4K | 0.03% | −281−41.9% | Reduced |
| BankPlus Trust Department | 390 | $66.6K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 394 | $67.3K | 0.00% | −427−52.0% | Reduced |
| CNB Bank | 400 | $68.3K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 400 | $68.3K | 0.03% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 400 | $68.3K | 0.05% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 400 | $68.3K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 403 | $68.8K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 406 | $69.3K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 420 | $71.7K | 0.00% | +420 | New |
| Semmax Financial Advisors Inc. | 392 | $74.5K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 440 | $75.1K | 0.03% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 448 | $76.5K | 0.01% | +43+10.6% | Added |
| First PREMIER Bank | 453 | $77.0K | 0.02% | −75−14.2% | Reduced |
| Armstrong Advisory Group, Inc | 469 | $81.2K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 489 | $83.5K | 0.01% | +57+13.2% | Added |
| VSM Wealth Advisory, LLC | 510 | $87.1K | 0.03% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 515 | $87.9K | 0.06% | +515 | New |