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Livermore
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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
Fukoku Mutual Life Insurance Co1,321$225.5K0.02%−695−34.5%Reduced
Strategic Financial Concepts, LLC1,321$225.5K0.04%−300−18.5%Reduced
Ostrum Asset Management1,321$225.5K0.01%−35−2.6%Reduced
Lindbrook Capital, LLC1,320$225.3K0.02%+370+38.9%Added
Scotia Capital Inc.1,319$225.2K0.00%−158−10.7%Reduced
Camden National Bank1,315$224.5K0.03%−615−31.9%Reduced
Armis Advisers, LLC1,308$223.3K0.02%+19+1.5%Added
Pallas Capital Advisors LLC1,306$222.9K0.01%+1,306New
Aprio Wealth Management, LLC1,301$222.1K0.03%+1+0.1%Added
Lipe & Dalton1,300$222.0K0.12%00.0%Unchanged
Resonant Capital Advisors, LLC1,299$221.7K0.02%+1,299New
Souders Financial Advisors1,298$221.6K0.03%+1,298New
YHB Investment Advisors, Inc.1,296$221.2K0.02%00.0%Unchanged
GHP Investment Advisors, Inc.1,281$218.7K0.01%+5+0.4%Added
Trustmark National Bank Trust Department1,278$218.2K0.02%+1,278New
Proficio Capital Partners LLC1,278$218.1K0.02%+71+5.9%Added
First National Bank1,275$217.6K0.14%−77−5.7%Reduced
Northwest Bancshares, Inc.1,268$216.4K0.04%00.0%Unchanged
Quantum Financial Advisors, LLC1,262$215.4K0.03%+1+0.1%Added
Perfromance Wealth Partners, LLC1,258$214.7K0.01%+2+0.2%Added
Cove Private Wealth, LLC1,250$213.4K0.11%00.0%Unchanged
Northstar Asset Management LLC1,250$213.4K0.05%00.0%Unchanged
One Wealth Advisors, LLC1,242$212.0K0.03%−613−33.0%Reduced
Pinnacle Wealth Planning Services, Inc.1,239$211.5K0.03%00.0%Unchanged
Brookwood Investment Group LLC1,237$211.1K0.04%+1,237New
Silverlake Wealth Management LLC1,236$211.0K0.08%00.0%Unchanged
First Manhattan Co1,233$210.5K0.00%+1,233New
Penserra Capital Management LLC1,229$209.0K0.00%−82,913−98.5%Reduced
KCM Investment Advisors LLC1,223$208.8K0.01%00.0%Unchanged
SageView Advisory Group, LLC1,221$208.4K0.01%−303−19.9%Reduced
Clear Creek Financial Management, LLC1,218$207.9K0.02%+8+0.7%Added
Daymark Wealth Partners, LLC1,217$207.7K0.01%+47+4.0%Added
Jain Global LLC1,200$204.8K0.00%+1,200New
Great Valley Advisor Group, Inc.1,186$202.8K0.00%−46−3.7%Reduced
Baader Bank INC1,187$202.6K0.02%+1,187New
Journey Strategic Wealth LLC1,186$202.4K0.01%−190−13.8%Reduced
Virtus ETF Advisers LLC1,180$201.4K0.13%−6,350−84.3%Reduced
Patriot Financial Group Insurance Agency, LLC1,174$200.3K0.03%−29−2.4%Reduced
Oakworth Capital, Inc.1,150$196.3K0.01%00.0%Unchanged
Trifecta Capital Advisors, LLC1,142$194.9K0.04%00.0%Unchanged
NBC Securities, Inc.1,142$194.0K0.02%+1,141+114,100.0%Added
Plato Investment Management Ltd1,108$191.2K0.02%+1,108New
Capital Advisors, Ltd. LLC1,048$179.0K0.02%+1+0.1%Added
Cary Street Partners Financial LLC1,031$176.0K0.01%−111−9.7%Reduced
Cary Street Partner Investment Advisory LLC1,025$175.0K0.10%+104+11.3%Added
American National Bank1,008$172.1K0.02%00.0%Unchanged
Cohen & Steers, Inc.1,000$171.0K0.00%+1,000New
Eastern Bank943$161.0K0.00%−39−4.0%Reduced
FWL Investment Management, LLC905$154.5K0.06%00.0%Unchanged
Key Financial Inc869$148.3K0.03%00.0%Unchanged
Massmutual Trust Co FSB864$147.5K0.00%−282−24.6%Reduced
Smithfield Trust Co851$146.0K0.01%+30+3.7%Added
Paradigm Asset Management Co LLC789$134.7K0.04%00.0%Unchanged
Cromwell Holdings LLC783$133.7K0.09%+12+1.6%Added
Atwood & Palmer Inc750$128.0K0.01%00.0%Unchanged
CVA Family Office, LLC742$126.7K0.02%+59+8.6%Added
Global Financial Private Client, LLC732$125.0K0.05%+23+3.2%Added
Nalls Sherbakoff Group, LLC700$119.5K0.10%+700New
Walleye Capital LLC692$118.1K0.00%−15,000−95.6%Reduced
Larson Financial Group LLC685$116.9K0.01%+226+49.2%Added
Assetmark, Inc670$114.4K0.00%−7−1.0%Reduced
Piscataqua Savings Bank650$111.0K0.10%−60−8.5%Reduced
Sentry Investment Management LLC720$109.0K0.07%−215−23.0%Reduced
TSFG, LLC626$107.0K0.02%+432+222.7%Added
Tortoise Investment Management, LLC609$104.0K0.01%00.0%Unchanged
McIlrath & Eck, LLC606$103.4K0.01%−138−18.5%Reduced
North Star Investment Management Corp.599$102.2K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.597$101.8K0.00%+217+57.1%Added
Deseret Mutual Benefit Administrators583$99.5K0.05%−57−8.9%Reduced
Archer Investment Corp579$98.8K0.03%00.0%Unchanged
Clearstead Advisors, LLC574$98.0K0.00%−1,065−65.0%Reduced
Covestor Ltd571$97.0K0.06%−35−5.8%Reduced
S&T Bank566$96.6K0.03%+9+1.6%Added
St Germain D J Co Inc565$96.4K0.00%00.0%Unchanged
Rise Advisors, LLC550$94.0K0.04%−13−2.3%Reduced
Hemington Wealth Management542$92.0K0.01%+39+7.8%Added
Wealth Preservation Advisors, LLC515$87.9K0.06%+515New
VSM Wealth Advisory, LLC510$87.1K0.03%00.0%Unchanged
SRS Capital Advisors, Inc.489$83.5K0.01%+57+13.2%Added
Armstrong Advisory Group, Inc469$81.2K0.01%00.0%Unchanged
First PREMIER Bank453$77.0K0.02%−75−14.2%Reduced
Y.D. More Investments Ltd448$76.5K0.01%+43+10.6%Added
Adirondack Trust Co440$75.1K0.03%00.0%Unchanged
Semmax Financial Advisors Inc.392$74.5K0.02%00.0%Unchanged
Zions Bancorporation, National Association420$71.7K0.00%+420New
Asset Dedication, LLC406$69.3K0.01%00.0%Unchanged
Webster Bank, N. A.403$68.8K0.01%00.0%Unchanged
CNB Bank400$68.3K0.03%00.0%Unchanged
Centennial Bank400$68.3K0.03%00.0%Unchanged
Millstone Evans Group, LLC400$68.3K0.05%00.0%Unchanged
Evelyn Partners Investment Management LLP400$68.3K0.00%00.0%Unchanged
GeoWealth Management, LLC394$67.3K0.00%−427−52.0%Reduced
BankPlus Trust Department390$66.6K0.02%00.0%Unchanged
Raleigh Capital Management Inc.389$66.4K0.03%−281−41.9%Reduced
Ofi Invest Asset Management411$64.9K0.00%+411New
Johnson Financial Group, Inc.374$63.8K0.00%00.0%Unchanged
Anchor Investment Management, LLC371$63.3K0.01%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC369$63.0K0.05%00.0%Unchanged
Longfellow Investment Management Co LLC353$60.3K0.01%+353New
Stephens Consulting, LLC350$59.7K0.02%00.0%Unchanged