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 |
|---|---|---|---|---|---|
| Bridges Investment Management Inc | 2,020 | $344.8K | 0.00% | 00.0% | Unchanged |
| First Western Trust Bank | 2,023 | $345.3K | 0.02% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 2,023 | $345.3K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,032 | $346.9K | 0.02% | +267+15.1% | Added |
| Kingsview Wealth Management, LLC | 2,036 | $347.5K | 0.01% | +67+3.4% | Added |
| Cozad Asset Management Inc | 2,036 | $347.5K | 0.03% | 00.0% | Unchanged |
| Welch & Forbes LLC | 2,048 | $349.6K | 0.00% | +52+2.6% | Added |
| Jump Financial, LLC | 2,048 | $349.6K | 0.01% | +344+20.2% | Added |
| Acima Private Wealth, LLC | 2,056 | $351.0K | 0.13% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,071 | $353.5K | 0.23% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,072 | $353.8K | 0.22% | +5+0.2% | Added |
| Parkside Financial Bank & Trust | 2,073 | $353.9K | 0.05% | +225+12.2% | Added |
| South State Corp. | 2,087 | $356.3K | 0.02% | +119+6.0% | Added |
| Barlow Wealth Partners, Inc. | 1,940 | $358.6K | 0.05% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 2,121 | $362.0K | 0.00% | +405+23.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,128 | $363.3K | 0.04% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 2,130 | $363.6K | 0.02% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,136 | $364.6K | 0.17% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,278 | $364.9K | 0.14% | −193−7.8% | Reduced |
| Atomi Financial Group, Inc. | 2,139 | $365.2K | 0.02% | 00.0% | Unchanged |
| J2 Capital Management Inc | 2,155 | $367.9K | 0.34% | +2,155 | New |
| Van Strum & Towne Inc. | 2,170 | $370.4K | 0.12% | +2,170 | New |
| Independent Solutions Wealth Management, LLC | 2,171 | $370.5K | 0.08% | −76−3.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,180 | $372.1K | 0.01% | −76−3.4% | Reduced |
| CX Institutional | 2,186 | $373.0K | 0.01% | +120+5.8% | Added |
| Confluence Wealth Services, Inc. | 2,098 | $374.9K | 0.02% | 00.0% | Unchanged |
| JBF Capital, Inc. | 2,200 | $375.5K | 0.07% | −800−26.7% | Reduced |
| Renaissance Group LLC | 2,222 | $379.3K | 0.02% | −374−14.4% | Reduced |
| Optas, LLC | 2,227 | $380.2K | 0.07% | +39+1.8% | Added |
| Beacon Pointe Advisors, LLC | 2,254 | $384.7K | 0.00% | −27−1.2% | Reduced |
| Sigma Planning Corp | 2,261 | $385.9K | 0.01% | −34−1.5% | Reduced |
| First Interstate Bank | 2,273 | $388.0K | 0.02% | −139−5.8% | Reduced |
| EverSource Wealth Advisors, LLC | 2,292 | $391.3K | 0.02% | +132+6.1% | Added |
| We Are One Seven, LLC | 2,306 | $393.7K | 0.02% | +485+26.6% | Added |
| Graypoint LLC | 2,328 | $397.4K | 0.02% | −5−0.2% | Reduced |
| Change Path, LLC | 2,340 | $399.4K | 0.01% | −172−6.8% | Reduced |
| Romano Brothers and Company | 2,346 | $400.5K | 0.05% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 2,364 | $403.5K | 0.05% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 2,376 | $405.6K | 0.03% | +10.0% | Added |
| Modera Wealth Management, LLC | 2,381 | $406.4K | 0.01% | −331−12.2% | Reduced |
| Atom Investors LP | 2,381 | $406.4K | 0.05% | +333+16.3% | Added |
| Schrum Private Wealth Management LLC | 2,407 | $410.9K | 0.36% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 2,420 | $413.1K | 0.49% | −100−4.0% | Reduced |
| Buckingham Strategic Partners | 2,425 | $414.0K | 0.01% | +1,071+79.1% | Added |
| Allianz SE | 2,436 | $415.8K | 0.01% | +2,436 | New |
| Integrated Quantitative Investments LLC | 2,440 | $416.5K | 0.21% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 2,443 | $417.0K | 0.15% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,446 | $417.5K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 2,625 | $417.6K | 0.10% | 00.0% | Unchanged |
| Regions Financial Corp | 2,447 | $417.7K | 0.00% | −141−5.4% | Reduced |
| Old National Bancorp | 2,476 | $422.8K | 0.01% | −1,106−30.9% | Reduced |
| Beck Mack & Oliver LLC | 2,500 | $426.8K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 2,500 | $427.0K | 0.01% | +2,500 | New |
| Berkshire Asset Management LLC | 2,228 | $427.8K | 0.02% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 2,520 | $430.1K | 0.17% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 2,522 | $430.6K | 0.01% | +75+3.1% | Added |
| AdvisorNet Financial, Inc | 2,527 | $431.4K | 0.03% | +5+0.2% | Added |
| Harbour Investments, Inc. | 2,533 | $432.4K | 0.01% | +399+18.7% | Added |
| Fisher Asset Management, LLC | 2,533 | $432.5K | 0.00% | +311+14.0% | Added |
| Greenfield Savings Bank | 2,535 | $432.7K | 0.21% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,539 | $434.0K | 0.08% | −27−1.1% | Reduced |
| Systematic Alpha Investments, LLC | 2,547 | $434.8K | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 2,556 | $436.2K | 0.01% | −26−1.0% | Reduced |
| Integrated Advisors Network LLC | 2,556 | $436.3K | 0.02% | −2,213−46.4% | Reduced |
| Essex Financial Services, Inc. | 2,566 | $438.0K | 0.03% | −296−10.3% | Reduced |
| Checchi Capital Advisers, LLC | 2,569 | $438.5K | 0.03% | −6−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 2,592 | $442.4K | 0.01% | −74−2.8% | Reduced |
| CSS LLC | 2,598 | $443.5K | 0.03% | +2,598 | New |
| Valeo Financial Advisors, LLC | 2,610 | $445.5K | 0.01% | +112+4.5% | Added |
| Wedmont Private Capital | 2,871 | $450.9K | 0.02% | +69+2.5% | Added |
| Atlas Capital Advisors LLC | 2,648 | $452.0K | 0.06% | −2,338−46.9% | Reduced |
| Verity & Verity, LLC | 2,656 | $453.4K | 0.04% | +97+3.8% | Added |
| Cercano Management LLC | 2,666 | $455.1K | 0.01% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,592 | $456.0K | 0.02% | −74−2.8% | Reduced |
| Mather Group, LLC. | 2,675 | $456.5K | 0.01% | +84+3.2% | Added |
| Fortem Financial Group, LLC | 2,696 | $460.2K | 0.18% | +2,696 | New |
| Spire Wealth Management | 2,703 | $461.4K | 0.01% | −86−3.1% | Reduced |
| Cambria Investment Management, L.P. | 2,724 | $465.0K | 0.03% | +2,724 | New |
| Zhang Financial LLC | 2,744 | $468.4K | 0.02% | −217−7.3% | Reduced |
| SeaCrest Wealth Management, LLC | 2,763 | $471.6K | 0.05% | −65−2.3% | Reduced |
| Birch Capital Management, LLC | 2,765 | $472.0K | 0.25% | −8−0.3% | Reduced |
| Cidel Asset Management Inc | 2,766 | $472.2K | 0.03% | −324−10.5% | Reduced |
| National Asset Management, Inc. | 2,782 | $474.9K | 0.01% | −1,368−33.0% | Reduced |
| Sage Investment Counsel LLC | 2,790 | $476.3K | 0.60% | −2,483−47.1% | Reduced |
| Miracle Mile Advisors, LLC | 2,799 | $477.8K | 0.01% | +63+2.3% | Added |
| Trust Co of Vermont | 2,800 | $478.0K | 0.02% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,800 | $478.0K | 0.07% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 2,810 | $479.7K | 0.07% | −130−4.4% | Reduced |
| Zacks Investment Management | 2,811 | $479.9K | 0.00% | −65−2.3% | Reduced |
| Park National Corp | 2,822 | $481.7K | 0.02% | +12+0.4% | Added |
| RFG Advisory, LLC | 2,822 | $481.8K | 0.01% | −1,289−31.4% | Reduced |
| Silvercrest Asset Management Group LLC | 2,828 | $482.7K | 0.00% | +260+10.1% | Added |
| Tocqueville Asset Management L.P. | 2,833 | $483.6K | 0.01% | 00.0% | Unchanged |
| Cannon Global Investment Management, LLC | 2,836 | $484.1K | 1.33% | −5,664−66.6% | Reduced |
| 3Chopt Investment Partners, LLC | 2,842 | $485.1K | 0.13% | +2,842 | New |
| Madison Asset Management, LLC | 2,844 | $485.5K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 2,845 | $485.6K | 0.05% | −75−2.6% | Reduced |
| J.W. Cole Advisors, Inc. | 2,856 | $487.6K | 0.02% | +937+48.8% | Added |
| Quadcap Wealth Management, LLC | 2,860 | $488.2K | 0.07% | +2,860 | New |
| Pflug Koory, LLC | 2,865 | $489.1K | 0.27% | −35−1.2% | Reduced |