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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 4,018 | $685.9K | 0.07% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,073 | $683.7K | 0.02% | −9,538−70.1% | Reduced |
| Farther Finance Advisors, LLC | 4,010 | $683.7K | 0.02% | +1,495+59.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 4,000 | $682.8K | 0.21% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 3,951 | $674.4K | 0.00% | +3,951 | New |
| Equitable Holdings, Inc. | 3,901 | $665.9K | 0.01% | −26−0.7% | Reduced |
| River Wealth Advisors LLC | 3,900 | $665.7K | 0.09% | −16−0.4% | Reduced |
| Keeley-Teton Advisors, LLC | 3,891 | $664.2K | 0.08% | −3,443−46.9% | Reduced |
| Qtron Investments LLC | 3,855 | $658.0K | 0.10% | −917−19.2% | Reduced |
| Independent Financial Group, LLC | 3,847 | $656.7K | 0.02% | −322−7.7% | Reduced |
| Congress Wealth Management LLC | 3,768 | $643.1K | 0.01% | +3,768 | New |
| La Banque Postale Asset Management SA | 3,762 | $642.2K | 0.01% | +3,762 | New |
| Diversify Advisory Services, LLC | 3,424 | $634.8K | 0.04% | −139−3.9% | Reduced |
| Laraway Financial Inc | 3,705 | $632.4K | 0.50% | −150−3.9% | Reduced |
| Icon Wealth Advisors, LLC | 3,703 | $632.1K | 0.05% | +562+17.9% | Added |
| Ossiam | 3,638 | $621.0K | 0.01% | −405−10.0% | Reduced |
| Ritholtz Wealth Management | 3,629 | $619.4K | 0.02% | +64+1.8% | Added |
| Horizon Investments, LLC | 3,626 | $619.0K | 0.02% | +187+5.4% | Added |
| Alyeska Investment Group, L.P. | 3,619 | $617.8K | 0.00% | −409,202−99.1% | Reduced |
| Capital Investment Advisors, LLC | 3,602 | $614.9K | 0.01% | +1,915+113.5% | Added |
| Abn Amro Investment Solutions | 3,593 | $613.3K | 0.01% | −208−5.5% | Reduced |
| Centaurus Financial, Inc. | 3,582 | $612.0K | 0.04% | +3,582 | New |
| Profund Advisors LLC | 3,582 | $611.4K | 0.03% | −299−7.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,563 | $608.3K | 0.16% | −1,331−27.2% | Reduced |
| Driehaus Capital Management LLC | 3,554 | $606.7K | 0.01% | −1,400−28.3% | Reduced |
| Moors & Cabot, Inc. | 3,550 | $606.1K | 0.03% | −68−1.9% | Reduced |
| Aptus Capital Advisors, LLC | 3,549 | $605.8K | 0.01% | −205−5.5% | Reduced |
| Diversified Trust Co | 3,488 | $595.4K | 0.01% | +326+10.3% | Added |
| Huntington National Bank | 3,454 | $589.6K | 0.00% | +86+2.6% | Added |
| Smith, Moore & Co. | 3,426 | $584.9K | 0.05% | −112−3.2% | Reduced |
| Resources Investment Advisors, LLC. | 3,424 | $584.5K | 0.01% | +865+33.8% | Added |
| FourThought Financial Partners, LLC | 3,421 | $584.0K | 0.06% | +3+0.1% | Added |
| Pennsylvania Capital Management Inc | 3,416 | $583.1K | 0.21% | −15−0.4% | Reduced |
| Agf Management Ltd | 3,399 | $580.2K | 0.00% | +62+1.9% | Added |
| TD Waterhouse Canada Inc. | 3,403 | $578.5K | 0.00% | −279−7.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 3,350 | $571.8K | 0.61% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 3,320 | $566.7K | 0.34% | 00.0% | Unchanged |
| SCS Capital Management LLC | 3,311 | $565.1K | 0.01% | +3,311 | New |
| Sendero Wealth Management, LLC | 3,308 | $564.7K | 0.08% | +467+16.4% | Added |
| David Loasby | 3,512 | $557.0K | 0.06% | +26+0.7% | Added |
| Lebenthal Global Advisors, LLC | 3,253 | $555.3K | 0.10% | −2,494−43.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,206 | $547.4K | 0.05% | −1,883−37.0% | Reduced |
| Frank, Rimerman Advisors LLC | 3,206 | $547.3K | 0.04% | +75+2.4% | Added |
| MAI Capital Management | 3,201 | $546.4K | 0.00% | −42−1.3% | Reduced |
| Snowden Capital Advisors LLC | 3,201 | $546.4K | 0.02% | −689−17.7% | Reduced |
| HCR Wealth Advisors | 3,198 | $545.9K | 0.07% | −62−1.9% | Reduced |
| Johnson Investment Counsel Inc | 3,189 | $544.4K | 0.01% | −60−1.8% | Reduced |
| Epoch Investment Partners, Inc. | 3,183 | $543.3K | 0.00% | −692−17.9% | Reduced |
| Affinity Investment Advisors, LLC | 3,159 | $539.2K | 0.44% | +491+18.4% | Added |
| Schubert & Co | 3,124 | $533.3K | 0.37% | −461−12.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,099 | $529.0K | 0.03% | −353−10.2% | Reduced |
| Global Assets Advisory, LLC | 3,234 | $527.8K | 0.10% | +1,956+153.1% | Added |
| Chicago Trust Co NA | 3,089 | $527.3K | 0.09% | +158+5.4% | Added |
| Councilmark Asset Management, LLC | 3,070 | $524.0K | 0.35% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 3,067 | $523.5K | 0.07% | +251+8.9% | Added |
| Generation Capital Management LLC | 3,055 | $521.5K | 0.47% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 3,054 | $521.3K | 0.01% | +3,054 | New |
| Whittier Trust Co | 3,050 | $520.6K | 0.01% | −51−1.6% | Reduced |
| Syon Capital LLC | 3,043 | $519.4K | 0.04% | −372−10.9% | Reduced |
| Chicago Wealth Management, Inc. | 3,023 | $516.0K | 0.27% | 00.0% | Unchanged |
| Rathbone Brothers plc | 3,016 | $514.8K | 0.00% | −17−0.6% | Reduced |
| Merit Financial Group, LLC | 2,986 | $509.7K | 0.01% | +1,709+133.8% | Added |
| Affinity Wealth Management LLC | 2,971 | $507.1K | 0.09% | +56+1.9% | Added |
| Waters Parkerson & Co., LLC | 2,966 | $506.3K | 0.03% | −2,604−46.8% | Reduced |
| Haverford Trust Co | 2,957 | $504.8K | 0.01% | +112+3.9% | Added |
| Stephens Inc | 2,948 | $503.3K | 0.01% | −13−0.4% | Reduced |
| FNY Investment Advisers, LLC | 2,930 | $500.0K | 0.31% | −4,879−62.5% | Reduced |
| Siemens Fonds Invest GmbH | 2,928 | $499.8K | 0.03% | +2,928 | New |
| Central Trust Co | 2,924 | $499.1K | 0.01% | −6−0.2% | Reduced |
| Rothschild Investment LLC | 2,923 | $499.0K | 0.03% | +111+3.9% | Added |
| Trust Asset Management LLC | 2,911 | $496.9K | 0.04% | −217−6.9% | Reduced |
| Aaron Wealth Advisors | 2,903 | $495.5K | 0.06% | +173+6.3% | Added |
| Citizens Financial Group Inc | 2,902 | $495.3K | 0.01% | −1,934−40.0% | Reduced |
| Factorial Partners, LLC | 2,900 | $495.0K | 0.31% | −13,100−81.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 2,900 | $495.0K | 0.08% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,880 | $491.6K | 0.04% | −240−7.7% | Reduced |
| Pflug Koory, LLC | 2,865 | $489.1K | 0.27% | −35−1.2% | Reduced |
| Quadcap Wealth Management, LLC | 2,860 | $488.2K | 0.07% | +2,860 | New |
| J.W. Cole Advisors, Inc. | 2,856 | $487.6K | 0.02% | +937+48.8% | Added |
| Fiduciary Alliance LLC | 2,845 | $485.6K | 0.05% | −75−2.6% | Reduced |
| Madison Asset Management, LLC | 2,844 | $485.5K | 0.01% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 2,842 | $485.1K | 0.13% | +2,842 | New |
| Cannon Global Investment Management, LLC | 2,836 | $484.1K | 1.33% | −5,664−66.6% | Reduced |
| Tocqueville Asset Management L.P. | 2,833 | $483.6K | 0.01% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,828 | $482.7K | 0.00% | +260+10.1% | Added |
| RFG Advisory, LLC | 2,822 | $481.8K | 0.01% | −1,289−31.4% | Reduced |
| Park National Corp | 2,822 | $481.7K | 0.02% | +12+0.4% | Added |
| Zacks Investment Management | 2,811 | $479.9K | 0.00% | −65−2.3% | Reduced |
| Arbor Investment Advisors, LLC | 2,810 | $479.7K | 0.07% | −130−4.4% | Reduced |
| Hunter Associates Investment Management LLC | 2,800 | $478.0K | 0.07% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,800 | $478.0K | 0.02% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,799 | $477.8K | 0.01% | +63+2.3% | Added |
| Sage Investment Counsel LLC | 2,790 | $476.3K | 0.60% | −2,483−47.1% | Reduced |
| National Asset Management, Inc. | 2,782 | $474.9K | 0.01% | −1,368−33.0% | Reduced |
| Cidel Asset Management Inc | 2,766 | $472.2K | 0.03% | −324−10.5% | Reduced |
| Birch Capital Management, LLC | 2,765 | $472.0K | 0.25% | −8−0.3% | Reduced |
| SeaCrest Wealth Management, LLC | 2,763 | $471.6K | 0.05% | −65−2.3% | Reduced |
| Zhang Financial LLC | 2,744 | $468.4K | 0.02% | −217−7.3% | Reduced |
| Cambria Investment Management, L.P. | 2,724 | $465.0K | 0.03% | +2,724 | New |
| Spire Wealth Management | 2,703 | $461.4K | 0.01% | −86−3.1% | Reduced |