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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.

Institutional holdersQ1 2025: 1,176 institutions
Q1 2021: 897 institutionsQ2 2021: 927 institutionsQ3 2021: 946 institutionsQ4 2021: 983 institutionsQ1 2022: 953 institutionsQ2 2022: 944 institutionsQ3 2022: 927 institutionsQ4 2022: 980 institutionsQ1 2023: 958 institutionsQ2 2023: 975 institutionsQ3 2023: 908 institutionsQ4 2023: 979 institutionsQ1 2024: 1,036 institutionsQ2 2024: 1,030 institutionsQ3 2024: 1,061 institutionsQ4 2024: 1,173 institutionsQ1 2025: 1,176 institutionsQ2 2025: 10 institutionsQ3 2025: 2 institutionsQ4 2025: 2 institutionsQ1 2026: 4 institutionsQ2 2026: 1 institution
Value heldQ1 2025: $37.3B
Q1 2021: $24.8BQ2 2021: $30.6BQ3 2021: $30.8BQ4 2021: $28.2BQ1 2022: $26.1BQ2 2022: $21.8BQ3 2022: $20.7BQ4 2022: $21.9BQ1 2023: $21.3BQ2 2023: $24.7BQ3 2023: $18.3BQ4 2023: $24.4BQ1 2024: $27.9BQ2 2024: $27.8BQ3 2024: $30.0BQ4 2024: $37.6BQ1 2025: $37.3BQ2 2025: $15.3MQ3 2025: $1.08MQ4 2025: $1.15KQ1 2026: $8.35MQ2 2026: $200
Institutions holding DFS and their total value by quarter
QuarterHoldersValue
Q2 20261$200
Q1 20264$8.35M
Q4 20252$1.15K
Q3 20252$1.08M
Q2 202510$15.3M
Q1 20251,176$37.3B
Q4 20241,173$37.6B
Q3 20241,061$30.0B
Q2 20241,030$27.8B
Q1 20241,036$27.9B
Q4 2023979$24.4B
Q3 2023908$18.3B
Q2 2023975$24.7B
Q1 2023958$21.3B
Q4 2022980$21.9B
Q3 2022927$20.7B
Q2 2022944$21.8B
Q1 2022953$26.1B
Q4 2021983$28.2B
Q3 2021946$30.8B
Q2 2021927$30.6B
Q1 2021897$24.8B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Discover Financial Services; share changes are against Q4 2024.

Institutions holding DFS in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
LRI Investments, LLC1,411$240.9K0.02%00.0%Unchanged
Brown Brothers Harriman & Co1,422$242.7K0.00%+11+0.8%Added
Argent Trust Co1,440$245.8K0.01%+1,440New
Tanager Wealth Management LLP1,443$246.3K0.03%+16+1.1%Added
Leavell Investment Management, Inc.1,450$247.5K0.01%00.0%Unchanged
Alta Advisers Ltd1,450$247.5K0.11%+1,450New
Evergreen Capital Management LLC1,452$247.9K0.01%+1,452New
Seed Wealth Management, Inc.1,453$248.0K0.20%00.0%Unchanged
Williams Jones Wealth Management, LLC.1,456$248.5K0.00%00.0%Unchanged
AssuredPartners Investment Advisors, LLC1,457$248.7K0.05%+216+17.4%Added
Ashton Thomas Private Wealth, LLC1,458$248.9K0.01%+130+9.8%Added
Pzena Investment Management LLC1,459$249.1K0.00%+1,459New
Camden Capital, LLC1,460$249.2K0.03%+10+0.7%Added
Park Place Capital Corp1,463$249.7K0.07%−162−10.0%Reduced
Meridian Wealth Management, LLC1,466$250.2K0.01%−57−3.7%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,468$250.5K0.01%−3−0.2%Reduced
GTS Securities LLC1,470$250.9K0.01%−70−4.5%Reduced
Catalyst Financial Partners LLC1,471$251.1K0.05%−10−0.7%Reduced
Roberts Glore & Co Inc1,500$256.1K0.08%−30−2.0%Reduced
Moloney Securities Asset Management, LLC1,505$256.9K0.03%+8+0.5%Added
Journey Advisory Group, LLC1,511$257.9K0.02%+1,511New
Capula Management Ltd1,513$258.3K0.00%+1,513New
Mayflower Financial Advisors, LLC1,516$258.8K0.04%+66+4.6%Added
Ascent Group, LLC1,533$261.7K0.01%+1,533New
Belpointe Asset Management LLC1,536$262.2K0.01%−108−6.6%Reduced
Prospera Financial Services Inc1,536$262.3K0.01%+175+12.9%Added
Conning Inc.1,540$262.9K0.01%+235+18.0%Added
S-Bank Fund Management Ltd1,541$263.0K0.05%+1,541New
Permanens Capital L.P.1,546$263.9K0.05%+1,546New
Warren Averett Asset Management, LLC1,549$264.4K0.00%+1,549New
CMC Financial Group1,553$265.1K0.60%+246+18.8%Added
Brookstone Capital Management1,555$265.5K0.00%−70−4.3%Reduced
Cullen/Frost Bankers, Inc.1,566$267.3K0.00%−680−30.3%Reduced
Trust Co of Virginia1,567$267.5K0.02%00.0%Unchanged
GWN Securities Inc.1,398$271.1K0.02%+1,398New
Legacy Capital Wealth Partners, LLC1,595$272.3K0.07%−1,021−39.0%Reduced
Versant Capital Management, Inc1,597$272.6K0.05%+307+23.8%Added
McLean Asset Management Corp1,843$273.2K0.09%+10+0.5%Added
NDVR, Inc.1,603$273.6K0.28%−38−2.3%Reduced
IHT Wealth Management, LLC1,605$274.0K0.01%−358−18.2%Reduced
Clifford Swan Investment Counsel LLC1,615$275.7K0.01%00.0%Unchanged
OneAscent Financial Services LLC1,621$276.0K0.02%−15−0.9%Reduced
First Foundation Advisors1,619$276.4K0.01%+1,619New
Americana Partners, LLC1,627$277.7K0.01%00.0%Unchanged
Sunflower Bank, N.A.1,645$280.8K0.08%−16−1.0%Reduced
PFG Investments, LLC1,648$281.3K0.02%−143−8.0%Reduced
Woodmont Investment Counsel LLC1,654$282.3K0.02%00.0%Unchanged
Personal Cfo Solutions, LLC1,660$283.4K0.06%+1,660New
Burt Wealth Advisors1,673$285.6K0.07%00.0%Unchanged
Aspire Private Capital, LLC1,683$287.2K0.07%−717−29.9%Reduced
First Bank & Trust1,703$290.7K0.06%−56−3.2%Reduced
N.E.W. Advisory Services LLC1,707$291.4K0.02%+1,707New
Gries Financial LLC1,716$292.9K0.06%−4−0.2%Reduced
44 Wealth Management LLC1,722$293.9K0.11%+76+4.6%Added
Hills Bank & Trust Co1,724$294.3K0.02%00.0%Unchanged
Ameritas Advisory Services, LLC1,723$295.4K0.01%00.0%Unchanged
Kraft, Davis & Associates, LLC1,716$296.5K0.10%+1,716New
Spears Abacus Advisors LLC1,740$297.0K0.01%00.0%Unchanged
True Link Financial Advisors, LLC1,749$298.6K0.02%+1,749New
Prepared Retirement Institute LLC1,752$299.1K0.19%00.0%Unchanged
AA Financial Advisors, LLC1,770$302.1K0.07%+378+27.2%Added
Sagespring Wealth Partners, LLC1,785$304.6K0.01%+143+8.7%Added
Gladstone Institutional Advisory LLC1,805$308.1K0.01%−3−0.2%Reduced
Bartlett & Co. Wealth Management LLC1,810$309.0K0.00%+1+0.1%Added
Foundations Investment Advisors, LLC1,811$309.2K0.01%−132−6.8%Reduced
Arkadios Wealth Advisors1,817$310.2K0.01%+86+5.0%Added
Washington Trust Co1,818$310.3K0.01%00.0%Unchanged
Lee Danner & Bass Inc1,825$311.5K0.03%00.0%Unchanged
Relyea Zuckerberg Hanson LLC1,836$313.4K0.04%−216−10.5%Reduced
IFP Advisors, Inc1,844$314.6K0.01%−467−20.2%Reduced
MBB Public Markets I LLC1,846$315.1K0.04%+1,846New
Perigon Wealth Management, LLC1,848$315.4K0.01%−119−6.0%Reduced
Vicus Capital1,848$315.5K0.03%+21+1.1%Added
Advisor Resource Council2,069$315.5K0.03%+2,069New
Smartleaf Asset Management LLC2,000$317.5K0.03%+76+4.0%Added
Court Place Advisors, LLC1,878$320.6K0.11%00.0%Unchanged
Calamos Wealth Management LLC1,887$322.1K0.02%+443+30.7%Added
City State Bank1,892$323.0K0.11%00.0%Unchanged
Peak Planning Group, LLC1,901$324.5K0.14%00.0%Unchanged
Founders Financial Alliance, LLC1,910$326.0K0.08%+3+0.2%Added
Inlet Private Wealth, LLC1,910$326.0K0.08%−275−12.6%Reduced
Aviso Wealth Management1,920$327.7K0.17%00.0%Unchanged
Valmark Advisers, Inc.1,923$328.2K0.00%−221−10.3%Reduced
Astoria Portfolio Advisors LLC.1,841$328.9K0.11%−1,356−42.4%Reduced
J. W. Coons Advisors, LLC1,938$330.9K0.09%+340+21.3%Added
Premier Path Wealth Partners, LLC1,942$331.6K0.05%−226−10.4%Reduced
Livforsakringsbolaget Skandia, Omsesidigt1,949$332.6K0.02%00.0%Unchanged
Clarius Group, LLC1,953$333.4K0.02%−33−1.7%Reduced
Legacy Advisors, LLC1,965$335.4K0.04%+51+2.7%Added
Bedel Financial Consulting, Inc.1,786$335.9K0.05%+67+3.9%Added
PDS Planning, Inc1,971$336.4K0.03%+97+5.2%Added
Global Endowment Management, LP1,986$339.0K0.04%−2,486−55.6%Reduced
Quent Capital, LLC1,989$339.4K0.04%+517+35.1%Added
Independent Advisor Alliance1,992$340.0K0.01%+324+19.4%Added
Dakota Wealth Management1,993$340.2K0.01%−671−25.2%Reduced
JBGlobal.com LLC1,996$340.7K0.35%+1+0.1%Added
CTC Alternative Strategies, Ltd.2,000$341.4K0.42%+340+20.5%Added
Csenge Advisory Group2,149$343.0K0.02%−121−5.3%Reduced
Ellevest, Inc.2,017$344.3K0.02%+156+8.4%Added
Pettee Investors, Inc.2,020$344.8K0.21%−300−12.9%Reduced