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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 542 | $92.0K | 0.01% | +39+7.8% | Added |
| Rise Advisors, LLC | 550 | $94.0K | 0.04% | −13−2.3% | Reduced |
| St Germain D J Co Inc | 565 | $96.4K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 566 | $96.6K | 0.03% | +9+1.6% | Added |
| Covestor Ltd | 571 | $97.0K | 0.06% | −35−5.8% | Reduced |
| Clearstead Advisors, LLC | 574 | $98.0K | 0.00% | −1,065−65.0% | Reduced |
| Archer Investment Corp | 579 | $98.8K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 583 | $99.5K | 0.05% | −57−8.9% | Reduced |
| Ronald Blue Trust, Inc. | 597 | $101.8K | 0.00% | +217+57.1% | Added |
| North Star Investment Management Corp. | 599 | $102.2K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 606 | $103.4K | 0.01% | −138−18.5% | Reduced |
| Tortoise Investment Management, LLC | 609 | $104.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 626 | $107.0K | 0.02% | +432+222.7% | Added |
| Sentry Investment Management LLC | 720 | $109.0K | 0.07% | −215−23.0% | Reduced |
| Piscataqua Savings Bank | 650 | $111.0K | 0.10% | −60−8.5% | Reduced |
| Assetmark, Inc | 670 | $114.4K | 0.00% | −7−1.0% | Reduced |
| Larson Financial Group LLC | 685 | $116.9K | 0.01% | +226+49.2% | Added |
| Walleye Capital LLC | 692 | $118.1K | 0.00% | −15,000−95.6% | Reduced |
| Nalls Sherbakoff Group, LLC | 700 | $119.5K | 0.10% | +700 | New |
| Global Financial Private Client, LLC | 732 | $125.0K | 0.05% | +23+3.2% | Added |
| CVA Family Office, LLC | 742 | $126.7K | 0.02% | +59+8.6% | Added |
| Atwood & Palmer Inc | 750 | $128.0K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 783 | $133.7K | 0.09% | +12+1.6% | Added |
| Paradigm Asset Management Co LLC | 789 | $134.7K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 851 | $146.0K | 0.01% | +30+3.7% | Added |
| Massmutual Trust Co FSB | 864 | $147.5K | 0.00% | −282−24.6% | Reduced |
| Key Financial Inc | 869 | $148.3K | 0.03% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 905 | $154.5K | 0.06% | 00.0% | Unchanged |
| Eastern Bank | 943 | $161.0K | 0.00% | −39−4.0% | Reduced |
| Cohen & Steers, Inc. | 1,000 | $171.0K | 0.00% | +1,000 | New |
| American National Bank | 1,008 | $172.1K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,025 | $175.0K | 0.10% | +104+11.3% | Added |
| Cary Street Partners Financial LLC | 1,031 | $176.0K | 0.01% | −111−9.7% | Reduced |
| Capital Advisors, Ltd. LLC | 1,048 | $179.0K | 0.02% | +1+0.1% | Added |
| Plato Investment Management Ltd | 1,108 | $191.2K | 0.02% | +1,108 | New |
| NBC Securities, Inc. | 1,142 | $194.0K | 0.02% | +1,141+114,100.0% | Added |
| Trifecta Capital Advisors, LLC | 1,142 | $194.9K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,150 | $196.3K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,174 | $200.3K | 0.03% | −29−2.4% | Reduced |
| Virtus ETF Advisers LLC | 1,180 | $201.4K | 0.13% | −6,350−84.3% | Reduced |
| Journey Strategic Wealth LLC | 1,186 | $202.4K | 0.01% | −190−13.8% | Reduced |
| Baader Bank INC | 1,187 | $202.6K | 0.02% | +1,187 | New |
| Great Valley Advisor Group, Inc. | 1,186 | $202.8K | 0.00% | −46−3.7% | Reduced |
| Jain Global LLC | 1,200 | $204.8K | 0.00% | +1,200 | New |
| Daymark Wealth Partners, LLC | 1,217 | $207.7K | 0.01% | +47+4.0% | Added |
| Clear Creek Financial Management, LLC | 1,218 | $207.9K | 0.02% | +8+0.7% | Added |
| SageView Advisory Group, LLC | 1,221 | $208.4K | 0.01% | −303−19.9% | Reduced |
| KCM Investment Advisors LLC | 1,223 | $208.8K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,229 | $209.0K | 0.00% | −82,913−98.5% | Reduced |
| First Manhattan Co | 1,233 | $210.5K | 0.00% | +1,233 | New |
| Silverlake Wealth Management LLC | 1,236 | $211.0K | 0.08% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 1,237 | $211.1K | 0.04% | +1,237 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,239 | $211.5K | 0.03% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,242 | $212.0K | 0.03% | −613−33.0% | Reduced |
| Cove Private Wealth, LLC | 1,250 | $213.4K | 0.11% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 1,250 | $213.4K | 0.05% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 1,258 | $214.7K | 0.01% | +2+0.2% | Added |
| Quantum Financial Advisors, LLC | 1,262 | $215.4K | 0.03% | +1+0.1% | Added |
| Northwest Bancshares, Inc. | 1,268 | $216.4K | 0.04% | 00.0% | Unchanged |
| First National Bank | 1,275 | $217.6K | 0.14% | −77−5.7% | Reduced |
| Proficio Capital Partners LLC | 1,278 | $218.1K | 0.02% | +71+5.9% | Added |
| Trustmark National Bank Trust Department | 1,278 | $218.2K | 0.02% | +1,278 | New |
| GHP Investment Advisors, Inc. | 1,281 | $218.7K | 0.01% | +5+0.4% | Added |
| YHB Investment Advisors, Inc. | 1,296 | $221.2K | 0.02% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,298 | $221.6K | 0.03% | +1,298 | New |
| Resonant Capital Advisors, LLC | 1,299 | $221.7K | 0.02% | +1,299 | New |
| Lipe & Dalton | 1,300 | $222.0K | 0.12% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,301 | $222.1K | 0.03% | +1+0.1% | Added |
| Pallas Capital Advisors LLC | 1,306 | $222.9K | 0.01% | +1,306 | New |
| Armis Advisers, LLC | 1,308 | $223.3K | 0.02% | +19+1.5% | Added |
| Camden National Bank | 1,315 | $224.5K | 0.03% | −615−31.9% | Reduced |
| Scotia Capital Inc. | 1,319 | $225.2K | 0.00% | −158−10.7% | Reduced |
| Lindbrook Capital, LLC | 1,320 | $225.3K | 0.02% | +370+38.9% | Added |
| Fukoku Mutual Life Insurance Co | 1,321 | $225.5K | 0.02% | −695−34.5% | Reduced |
| Strategic Financial Concepts, LLC | 1,321 | $225.5K | 0.04% | −300−18.5% | Reduced |
| Ostrum Asset Management | 1,321 | $225.5K | 0.01% | −35−2.6% | Reduced |
| Howard Capital Management Inc. | 1,322 | $225.7K | 0.01% | −207−13.5% | Reduced |
| Doheny Asset Management | 1,325 | $226.0K | 0.18% | −50−3.6% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,241 | $226.7K | 0.10% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,329 | $226.9K | 0.05% | +1,329 | New |
| Lazard Asset Management LLC | 1,334 | $227.0K | 0.00% | +360+37.0% | Added |
| Avidian Wealth Solutions, LLC | 1,334 | $227.7K | 0.01% | +70+5.5% | Added |
| Charter Oak Capital Management, LLC | 1,334 | $227.7K | 0.02% | +1,334 | New |
| Kathmere Capital Management, LLC | 1,343 | $229.3K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 1,344 | $229.4K | 0.02% | +52+4.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,433 | $229.5K | 0.10% | −1−0.1% | Reduced |
| Trust Point Inc. | 1,351 | $230.6K | 0.02% | +82+6.5% | Added |
| Equity Investment Corp | 1,354 | $231.1K | 0.01% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 1,360 | $232.2K | 0.00% | +1,360 | New |
| Almanack Investment Partners, LLC. | 1,367 | $233.3K | 0.05% | −516−27.4% | Reduced |
| Saranac Partners Ltd | 1,370 | $233.9K | 0.13% | 00.0% | Unchanged |
| Meyer Handelman Co | 1,380 | $235.6K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,382 | $235.9K | 0.01% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,388 | $237.0K | 0.03% | +1,388 | New |
| Bridgewater Advisors Inc. | 1,280 | $237.2K | 0.02% | +1,280 | New |
| Retirement Guys Formula LLC | 1,400 | $239.0K | 0.12% | +6+0.4% | Added |
| AF Advisors, Inc. | 1,405 | $239.8K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,405 | $239.8K | 0.01% | +52+3.8% | Added |
| HHM Wealth Advisors, LLC | 1,407 | $240.2K | 0.03% | 00.0% | Unchanged |
| Bell Bank | 1,408 | $240.3K | 0.01% | 00.0% | Unchanged |