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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 348 | $59.4K | 0.01% | +145+71.4% | Added |
| Bank of Jackson Hole Trust | 304 | $59.3K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 330 | $56.3K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 318 | $54.3K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 317 | $54.1K | 0.03% | +317 | New |
| Bayforest Capital Ltd | 313 | $53.4K | 0.02% | −372−54.3% | Reduced |
| West Paces Advisors Inc. | 311 | $53.1K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 306 | $52.2K | 0.00% | −9−2.9% | Reduced |
| Perkins Coie Trust Co | 281 | $48.0K | 0.01% | +1+0.4% | Added |
| Compass Financial Services Inc | 280 | $47.8K | 0.03% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 272 | $46.4K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 268 | $45.7K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 264 | $45.0K | 0.02% | +264 | New |
| CoreCap Advisors, LLC | 262 | $44.7K | 0.00% | +21+8.7% | Added |
| Heritage Wealth Advisors | 260 | $44.3K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 259 | $44.2K | 0.01% | +1+0.4% | Added |
| Riverview Trust Co | 257 | $43.9K | 0.04% | −5−1.9% | Reduced |
| Walleye Trading LLC | 253 | $43.2K | 0.00% | +253 | New |
| JFS Wealth Advisors, LLC | 251 | $42.9K | 0.00% | +39+18.4% | Added |
| Bruce G. Allen Investments, LLC | 247 | $42.2K | 0.03% | −16−6.1% | Reduced |
| Centerpoint Advisors, LLC | 243 | $41.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 233 | $39.8K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 220 | $38.0K | 0.00% | +5+2.3% | Added |
| Brown, Lisle/Cummings, Inc. | 220 | $37.6K | 0.01% | +5+2.3% | Added |
| Flaharty Asset Management, LLC | 218 | $37.2K | 0.01% | +218 | New |
| 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 |
| Whittier Trust Co of Nevada Inc | 213 | $36.4K | 0.00% | −4−1.8% | Reduced |
| Ogorek Anthony Joseph | 212 | $36.0K | 0.01% | +121+133.0% | Added |
| Leonteq Securities AG | 207 | $35.3K | 0.00% | +33+19.0% | Added |
| Hexagon Capital Partners LLC | 206 | $35.2K | 0.01% | −24−10.4% | Reduced |
| SBI Securities Co., Ltd. | 201 | $34.3K | 0.00% | +10+5.2% | Added |
| Hoese & Co LLP | 201 | $34.3K | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $34.1K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 200 | $34.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 199 | $34.0K | 0.01% | −61−23.5% | Reduced |
| Flagship Wealth Advisors, LLC | 198 | $33.8K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 194 | $33.2K | 0.00% | +22+12.8% | Added |
| Mattson Financial Services, LLC | 194 | $33.1K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 192 | $32.8K | 0.01% | +26+15.7% | Added |
| DiNuzzo Private Wealth, Inc. | 190 | $32.4K | 0.00% | +2+1.1% | Added |
| Farmers & Merchants Investments Inc | 189 | $32.3K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 180 | $30.7K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 173 | $29.5K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 168 | $28.7K | 0.00% | +87+107.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 168 | $28.7K | 0.00% | +18+12.0% | Added |
| Medallion Wealth Advisors, LLC | 165 | $28.2K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 164 | $28.0K | 0.03% | +74+82.2% | Added |
| Sachetta, LLC | 154 | $26.3K | 0.01% | −7−4.3% | Reduced |
| MV Capital Management, Inc. | 154 | $26.3K | 0.00% | +5+3.4% | Added |
| Cape Investment Advisory, Inc. | 153 | $26.1K | 0.01% | −3−1.9% | Reduced |
| ORG Wealth Partners, LLC | 150 | $25.7K | 0.01% | +150 | 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 |
| Opal Wealth Advisors, LLC | 146 | $24.9K | 0.01% | +146 | New |
| First Command Advisory Services, Inc. | 145 | $24.8K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 145 | $24.7K | 0.01% | +9+6.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 141 | $24.1K | 0.01% | −6−4.1% | Reduced |
| GW&K Investment Management, LLC | 135 | $23.0K | 0.00% | +23+20.5% | Added |
| Bogart Wealth, LLC | 131 | $22.4K | 0.00% | +7+5.6% | Added |
| BFSG, LLC | 130 | $22.2K | 0.00% | −70−35.0% | Reduced |
| Roble, Belko & Company, Inc | 129 | $22.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| ORG Partners LLC | 127 | $21.7K | 0.01% | −23−15.3% | Reduced |
| Compass Wealth Management LLC | 125 | $21.3K | 0.01% | 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 |
| Avion Wealth | 113 | $19.0K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 109 | $18.6K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 108 | $18.4K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 107 | $18.3K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 100 | $17.1K | 0.01% | +100 | New |
| City Holding Co | 100 | $17.1K | 0.00% | −100−50.0% | Reduced |
| Gs Investments, Inc. | 100 | $17.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $17.1K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 100 | $17.1K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 100 | $17.0K | 0.00% | −16−13.8% | Reduced |
| Close Asset Management Ltd | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 99 | $16.9K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 99 | $16.9K | 0.09% | +99 | New |
| Colonial Trust Co | 96 | $16.3K | 0.00% | −1−1.0% | Reduced |
| Gen-Wealth Partners Inc | 95 | $16.2K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 95 | $16.0K | 0.00% | +2+2.2% | Added |
| Manchester Capital Management LLC | 92 | $15.7K | 0.00% | +11+13.6% | Added |
| NewSquare Capital LLC | 91 | $15.5K | 0.00% | +70+333.3% | Added |
| Peoples Bank | 90 | $15.4K | 0.01% | −30−25.0% | Reduced |
| Whipplewood Advisors, LLC | 105 | $15.4K | 0.01% | +15+16.7% | Added |
| High Note Wealth, LLC | 88 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 87 | $14.9K | 0.01% | 00.0% | Unchanged |
| Curat Global, LLC | 85 | $14.5K | 0.02% | +85 | New |
| American Capital Advisory, LLC | 83 | $14.2K | 0.01% | +8+10.7% | Added |
| Global X Japan Co., Ltd. | 83 | $14.2K | 0.00% | −13−13.5% | Reduced |
| Albion Financial Group | 82 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 76 | $13.0K | 0.01% | +13+20.6% | Added |
| SJS Investment Consulting Inc. | 76 | $13.0K | 0.00% | +4+5.6% | Added |
| Concord Wealth Partners | 76 | $13.0K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 75 | $12.8K | 0.01% | 00.0% | Unchanged |