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Livermore
Livermore
ZHEN

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
Fortem Financial Group, LLC2,696$460.2K0.18%+2,696New
Mather Group, LLC.2,675$456.5K0.01%+84+3.2%Added
Capital Asset Advisory Services LLC2,592$456.0K0.02%−74−2.8%Reduced
Cercano Management LLC2,666$455.1K0.01%00.0%Unchanged
Verity & Verity, LLC2,656$453.4K0.04%+97+3.8%Added
Atlas Capital Advisors LLC2,648$452.0K0.06%−2,338−46.9%Reduced
Wedmont Private Capital2,871$450.9K0.02%+69+2.5%Added
Valeo Financial Advisors, LLC2,610$445.5K0.01%+112+4.5%Added
CSS LLC2,598$443.5K0.03%+2,598New
Axxcess Wealth Management, LLC2,592$442.4K0.01%−74−2.8%Reduced
Checchi Capital Advisers, LLC2,569$438.5K0.03%−6−0.2%Reduced
Essex Financial Services, Inc.2,566$438.0K0.03%−296−10.3%Reduced
Integrated Advisors Network LLC2,556$436.3K0.02%−2,213−46.4%Reduced
Mission Wealth Management, LP2,556$436.2K0.01%−26−1.0%Reduced
Systematic Alpha Investments, LLC2,547$434.8K0.02%00.0%Unchanged
Cigna Investments Inc2,539$434.0K0.08%−27−1.1%Reduced
Greenfield Savings Bank2,535$432.7K0.21%00.0%Unchanged
Fisher Asset Management, LLC2,533$432.5K0.00%+311+14.0%Added
Harbour Investments, Inc.2,533$432.4K0.01%+399+18.7%Added
AdvisorNet Financial, Inc2,527$431.4K0.03%+5+0.2%Added
Gallagher Fiduciary Advisors, LLC2,522$430.6K0.01%+75+3.1%Added
Peachtree Investment Partners, LLC2,520$430.1K0.17%00.0%Unchanged
Berkshire Asset Management LLC2,228$427.8K0.02%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.2,500$427.0K0.01%+2,500New
Beck Mack & Oliver LLC2,500$426.8K0.01%00.0%Unchanged
Old National Bancorp2,476$422.8K0.01%−1,106−30.9%Reduced
Regions Financial Corp2,447$417.7K0.00%−141−5.4%Reduced
Kozak & Associates, Inc.2,625$417.6K0.10%00.0%Unchanged
Ameritas Investment Partners, Inc.2,446$417.5K0.01%00.0%Unchanged
TriaGen Wealth Management LLC2,443$417.0K0.15%00.0%Unchanged
Integrated Quantitative Investments LLC2,440$416.5K0.21%00.0%Unchanged
Allianz SE2,436$415.8K0.01%+2,436New
Buckingham Strategic Partners2,425$414.0K0.01%+1,071+79.1%Added
Wedgewood Investors Inc2,420$413.1K0.49%−100−4.0%Reduced
Schrum Private Wealth Management LLC2,407$410.9K0.36%00.0%Unchanged
Atom Investors LP2,381$406.4K0.05%+333+16.3%Added
Modera Wealth Management, LLC2,381$406.4K0.01%−331−12.2%Reduced
Grandfield & Dodd, LLC2,376$405.6K0.03%+10.0%Added
Institute for Wealth Management, LLC.2,364$403.5K0.05%00.0%Unchanged
Romano Brothers and Company2,346$400.5K0.05%00.0%Unchanged
Change Path, LLC2,340$399.4K0.01%−172−6.8%Reduced
Graypoint LLC2,328$397.4K0.02%−5−0.2%Reduced
We Are One Seven, LLC2,306$393.7K0.02%+485+26.6%Added
EverSource Wealth Advisors, LLC2,292$391.3K0.02%+132+6.1%Added
First Interstate Bank2,273$388.0K0.02%−139−5.8%Reduced
Sigma Planning Corp2,261$385.9K0.01%−34−1.5%Reduced
Beacon Pointe Advisors, LLC2,254$384.7K0.00%−27−1.2%Reduced
Optas, LLC2,227$380.2K0.07%+39+1.8%Added
Renaissance Group LLC2,222$379.3K0.02%−374−14.4%Reduced
JBF Capital, Inc.2,200$375.5K0.07%−800−26.7%Reduced
Confluence Wealth Services, Inc.2,098$374.9K0.02%00.0%Unchanged
CX Institutional2,186$373.0K0.01%+120+5.8%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,180$372.1K0.01%−76−3.4%Reduced
Independent Solutions Wealth Management, LLC2,171$370.5K0.08%−76−3.4%Reduced
Van Strum & Towne Inc.2,170$370.4K0.12%+2,170New
J2 Capital Management Inc2,155$367.9K0.34%+2,155New
Atomi Financial Group, Inc.2,139$365.2K0.02%00.0%Unchanged
Roman Butler Fullerton & Co2,278$364.9K0.14%−193−7.8%Reduced
Pacitti Group Inc.2,136$364.6K0.17%00.0%Unchanged
Northeast Financial Consultants Inc2,130$363.6K0.02%00.0%Unchanged
Folger Nolan Fleming Douglas Capital Management, Inc2,128$363.3K0.04%00.0%Unchanged
Prime Capital Investment Advisors, LLC2,121$362.0K0.00%+405+23.6%Added
Barlow Wealth Partners, Inc.1,940$358.6K0.05%00.0%Unchanged
South State Corp.2,087$356.3K0.02%+119+6.0%Added
Parkside Financial Bank & Trust2,073$353.9K0.05%+225+12.2%Added
Walker Asset Management, LLC2,072$353.8K0.22%+5+0.2%Added
CoreFirst Bank & Trust2,071$353.5K0.23%00.0%Unchanged
Acima Private Wealth, LLC2,056$351.0K0.13%00.0%Unchanged
Welch & Forbes LLC2,048$349.6K0.00%+52+2.6%Added
Jump Financial, LLC2,048$349.6K0.01%+344+20.2%Added
Cozad Asset Management Inc2,036$347.5K0.03%00.0%Unchanged
Kingsview Wealth Management, LLC2,036$347.5K0.01%+67+3.4%Added
Western Wealth Management, LLC2,032$346.9K0.02%+267+15.1%Added
Bragg Financial Advisors, Inc2,023$345.3K0.01%00.0%Unchanged
First Western Trust Bank2,023$345.3K0.02%00.0%Unchanged
Pettee Investors, Inc.2,020$344.8K0.21%−300−12.9%Reduced
Bridges Investment Management Inc2,020$344.8K0.00%00.0%Unchanged
Ellevest, Inc.2,017$344.3K0.02%+156+8.4%Added
Csenge Advisory Group2,149$343.0K0.02%−121−5.3%Reduced
CTC Alternative Strategies, Ltd.2,000$341.4K0.42%+340+20.5%Added
JBGlobal.com LLC1,996$340.7K0.35%+1+0.1%Added
Dakota Wealth Management1,993$340.2K0.01%−671−25.2%Reduced
Independent Advisor Alliance1,992$340.0K0.01%+324+19.4%Added
Quent Capital, LLC1,989$339.4K0.04%+517+35.1%Added
Global Endowment Management, LP1,986$339.0K0.04%−2,486−55.6%Reduced
PDS Planning, Inc1,971$336.4K0.03%+97+5.2%Added
Bedel Financial Consulting, Inc.1,786$335.9K0.05%+67+3.9%Added
Legacy Advisors, LLC1,965$335.4K0.04%+51+2.7%Added
Clarius Group, LLC1,953$333.4K0.02%−33−1.7%Reduced
Livforsakringsbolaget Skandia, Omsesidigt1,949$332.6K0.02%00.0%Unchanged
Premier Path Wealth Partners, LLC1,942$331.6K0.05%−226−10.4%Reduced
J. W. Coons Advisors, LLC1,938$330.9K0.09%+340+21.3%Added
Astoria Portfolio Advisors LLC.1,841$328.9K0.11%−1,356−42.4%Reduced
Valmark Advisers, Inc.1,923$328.2K0.00%−221−10.3%Reduced
Aviso Wealth Management1,920$327.7K0.17%00.0%Unchanged
Inlet Private Wealth, LLC1,910$326.0K0.08%−275−12.6%Reduced
Founders Financial Alliance, LLC1,910$326.0K0.08%+3+0.2%Added
Peak Planning Group, LLC1,901$324.5K0.14%00.0%Unchanged
City State Bank1,892$323.0K0.11%00.0%Unchanged
Calamos Wealth Management LLC1,887$322.1K0.02%+443+30.7%Added