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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
Bell Investment Advisors, Inc66$11.3K0.00%−5−7.0%Reduced
Clark Wealth Partners66$11.3K0.01%+29+78.4%Added
Moisand Fitzgerald Tamayo, LLC61$10.4K0.00%00.0%Unchanged
Cornerstone Planning Group LLC55$9.83K0.00%+28+103.7%Added
Mascoma Wealth Management LLC54$9.22K0.00%00.0%Unchanged
Activest Wealth Management54$9.22K0.00%+52+2,600.0%Added
Marshall & Sterling Wealth Advisors Inc.54$9.22K0.01%+54New
Laurel Wealth Advisors LLC53$9.05K0.00%−59−52.7%Reduced
Estabrook Capital Management50$8.54K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC50$8.54K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC50$8.54K0.00%+50New
Binnacle Investments Inc50$8.54K0.01%+50New
Gladstone Capital Management LLP49$8.36K0.00%00.0%Unchanged
Stonebridge Financial Group, LLC49$8.36K0.00%00.0%Unchanged
Financial Management Professionals, Inc.46$7.85K0.00%−21−31.3%Reduced
Rosenberg Matthew Hamilton44$7.51K0.00%00.0%Unchanged
Beacon Capital Management, LLC40$6.84K0.00%00.0%Unchanged
IAG Wealth Partners, LLC40$6.83K0.00%00.0%Unchanged
Fortis Group Advisors, LLC38$6.49K0.00%00.0%Unchanged
North Capital, Inc.38$6.49K0.01%+38New
Vision Financial Markets LLC35$6.00K0.01%+35New
Mowery & Schoenfeld Wealth Management, LLC35$5.97K0.01%−6−14.6%Reduced
Creative Financial Designs Inc35$5.97K0.00%+4+12.9%Added
10Elms LLP31$5.29K0.01%00.0%Unchanged
TFC Financial Management30$5.14K0.00%00.0%Unchanged
Byrne Asset Management LLC30$5.12K0.00%+2+7.1%Added
Golden State Wealth Management, LLC29$4.95K0.00%−5−14.7%Reduced
Prestige Wealth Management Group LLC28$4.78K0.00%00.0%Unchanged
WealthTrak Capital Management LLC28$4.78K0.00%+17+154.5%Added
Raffa Wealth Management, LLC27$4.61K0.00%−29−51.8%Reduced
Tompkins Financial Corp26$4.44K0.00%+26New
Country Trust Bank26$4.44K0.00%+26New
Red Tortoise LLC26$4.44K0.00%00.0%Unchanged
Hollencrest Capital Management25$4.27K0.00%00.0%Unchanged
Crewe Advisors LLC25$4.27K0.00%00.0%Unchanged
First Pacific Financial25$4.27K0.00%+25New
Continuum Advisory, LLC24$4.10K0.00%−18−42.9%Reduced
Provenance Wealth Advisors, LLC24$4.10K0.00%00.0%Unchanged
Dunhill Financial, LLC23$3.93K0.00%−14−37.8%Reduced
Greenline Partners, LLC21$3.58K0.00%+21New
Garde Capital, Inc.20$3.41K0.00%+20New
Hughes Financial Services, LLC19$3.24K0.00%+19New
Abound Wealth Management18$3.08K0.00%−12−40.0%Reduced
Center for Financial Planning, Inc.18$3.07K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA15$3.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC17$2.90K0.00%−321−95.0%Reduced
Kayne Anderson Rudnick Investment Management LLC17$2.90K0.00%−11−39.3%Reduced
Nemes Rush Group LLC16$2.73K0.00%00.0%Unchanged
NVWM, LLC16$2.73K0.00%+2+14.3%Added
Private Wealth Asset Management, LLC16$2.73K0.00%+16New
DAGCO, Inc.12$2.05K0.00%+12New
Principia Wealth Advisory, LLC11$1.88K0.00%+5+83.3%Added
Rialto Wealth Management, LLC11$1.88K0.00%+11New
Cranbrook Wealth Management, LLC9$1.54K0.00%00.0%Unchanged
True Wealth Design, LLC9$1.54K0.00%+9New
TD Capital Management LLC8$1.38K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC8$1.36K0.00%+8New
Winnow Wealth LLC8$1.26K0.00%+3+60.0%Added
Trust Co7$1.20K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC7$1.20K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.7$1.20K0.00%00.0%Unchanged
WestEnd Advisors, LLC7$1.20K0.00%+4+133.3%Added
Financial Network Wealth Advisors LLC7$1.20K0.00%+7New
Accordant Advisory Group Inc7$1.20K0.00%+7New
Highline Wealth Partners LLC7$1.20K0.00%+7New
Redwood Park Advisors LLC6$1.02K0.00%00.0%Unchanged
Capital Analysts, LLC7$1.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC5$8540.00%00.0%Unchanged
Parkworth Wealth Management, Inc.5$8540.00%00.0%Unchanged
HFM Investment Advisors, LLC5$8540.00%+5New
Chesapeake Asset Management LLC5$8530.00%00.0%Unchanged
Copeland Capital Management, LLC5$8530.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.3$5020.00%+3New
Caitong International Asset Management Co., Ltd2$3410.00%−72−97.3%Reduced
Global Wealth Strategies & Associates2$3410.00%00.0%Unchanged
Transce3nd, LLC2$3410.00%00.0%Unchanged
Proequities, Inc.0$00.00%−1,249−100.0%Sold out
Massachusetts Financial Services Co0$00.00%−930,866−100.0%Sold out
Sculptor Capital LP0$00.00%−570,772−100.0%Sold out
Khrom Capital Management LLC0$00.00%−349,065−100.0%Sold out
Holocene Advisors, LP0$00.00%−277,241−100.0%Sold out
Cinctive Capital Management LP0$00.00%−208,265−100.0%Sold out
CBOE Vest Financial, LLC0$00.00%−187,340−100.0%Sold out
Blackstone Group Inc.0$00.00%−175,000−100.0%Sold out
Duquesne Family Office LLCSuperinvestorDuquesne Family Office0$00.00%−146,970−100.0%Sold out
Jane Street Group, LLC0$00.00%−125,517−100.0%Sold out
Samlyn Capital, LLC0$00.00%−97,494−100.0%Sold out
P Schoenfeld Asset Management LP0$00.00%−60,341−100.0%Sold out
Prana Capital Management, LP0$00.00%−60,073−100.0%Sold out
Leeward Investments, LLC - MA0$00.00%−57,673−100.0%Sold out
Silphium Asset Management Ltd0$00.00%−39,704−100.0%Sold out
TrimTabs Asset Management, LLC0$00.00%−33,629−100.0%Sold out
Essential Planning, LLC.0$00.00%−27,560−100.0%Sold out
Anson Funds Management LP0$00.00%−25,324−100.0%Sold out
CIBC World Markets Inc.0$00.00%−21,130−100.0%Sold out
Barnett & Company, Inc.0$00.00%−19,493−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−18,896−100.0%Sold out
PMC FIG Opportunities LLC0$00.00%−17,723−100.0%Sold out
J. Safra Sarasin Holding AG0$00.00%−17,072−100.0%Sold out
Canada Post Corp Registered Pension Plan0$00.00%−15,784−100.0%Sold out