Donnelley Financial Solutions, Inc.
DFIN- Exchange
- NYSE
- Industry
- Services-Miscellaneous Business Services
- SEC CIK
- 0001669811
In the last 90 days, Donnelley Financial Solutions, Inc. insiders filed 1 open-market purchase and 3 sales; 246 institutions reported holding it in 13F filings for Q2 2026, worth $967.1M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Donnelley Financial Solutions, Inc. as of Jun 30, 2021. 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
- Institutional holders
- 184
- +17 vs. Q1 2021
- Shares held
- 29.7M
- +83.6K (+0.3%) vs. Q1 2021
- Total value
- $980.5M
- +$154.9M (+18.8%) vs. Q1 2021
- New holders
- 30
- 52 more added
- Sold out
- 13
- 66 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DFIN 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 | 246 | $967.1M |
| Q1 2026 | 245 | $1.15B |
| Q4 2025 | 236 | $1.18B |
| Q3 2025 | 245 | $1.39B |
| Q2 2025 | 245 | $1.70B |
| Q1 2025 | 234 | $1.17B |
| Q4 2024 | 245 | $1.76B |
| Q3 2024 | 255 | $1.80B |
| Q2 2024 | 248 | $1.63B |
| Q1 2024 | 246 | $1.70B |
| Q4 2023 | 222 | $1.66B |
| Q3 2023 | 214 | $1.48B |
| Q2 2023 | 211 | $1.23B |
| Q1 2023 | 197 | $1.14B |
| Q4 2022 | 201 | $1.06B |
| Q3 2022 | 198 | $1.03B |
| Q2 2022 | 196 | $843.9M |
| Q1 2022 | 221 | $993.8M |
| Q4 2021 | 221 | $1.39B |
| Q3 2021 | 191 | $1.04B |
| Q2 2021 | 184 | $980.5M |
| Q1 2021 | 167 | $825.5M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Donnelley Financial Solutions, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Point72 Hong Kong Ltd | 4 | $0 | 0.00% | −1,208−99.7% | Reduced |
| Webster Bank, N. A. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 20 | $0 | 0.00% | +20 | New |
| Federation des caisses Desjardins du Quebec | 7 | $231 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Meeder Asset Management Inc | 59 | $2.00K | 0.00% | −2−3.3% | Reduced |
| Tarbox Family Office, Inc. | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 49 | $2.00K | 0.00% | +49 | New |
| First Horizon Advisors, Inc. | 109 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 87 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 77 | $3.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 100 | $3.00K | 0.00% | +100 | New |
| American Portfolios Advisors | 103 | $3.40K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 126 | $4.00K | 0.00% | −65−34.0% | Reduced |
| Parkside Financial Bank & Trust | 120 | $4.00K | 0.00% | +8+7.1% | Added |
| Strategic Blueprint, LLC | 125 | $4.00K | 0.00% | +125 | New |
| CWM, LLC | 144 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 179 | $5.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 162 | $5.00K | 0.00% | +138+575.0% | Added |
| State of Wyoming | 157 | $5.00K | 0.00% | +157 | New |
| Brewin Dolphin Ltd | 200 | $6.60K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 322 | $11.0K | 0.00% | −1,166−78.4% | Reduced |
| CoreFirst Bank & Trust | 324 | $11.0K | 0.01% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 409 | $13.0K | 0.01% | +409 | New |
| Gemmer Asset Management LLC | 417 | $14.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 581 | $19.0K | 0.00% | +581 | New |
| Salem Investment Counselors Inc | 603 | $20.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 673 | $22.0K | 0.01% | −50−6.9% | Reduced |
| Sutton Wealth Advisors Inc. | 815 | $26.9K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 901 | $29.0K | 0.00% | −1,299−59.0% | Reduced |
| Tower Research Capital LLC (TRC) | 919 | $30.0K | 0.00% | −10,775−92.1% | Reduced |
| North Star Investment Management Corp. | 1,533 | $51.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,570 | $51.0K | 0.00% | +1,570 | New |
| Simplex Trading, LLC | 1,776 | $58.0K | 0.00% | −3,391−65.6% | Reduced |
| Dorsey Wright & Associates | 2,012 | $66.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,515 | $83.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,479 | $83.0K | 0.00% | +1,946+365.1% | Added |
| Arlington Partners LLC | 2,775 | $92.0K | 0.03% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,950 | $97.0K | 0.01% | +2,950 | New |
| SG Americas Securities, LLC | 3,115 | $103.0K | 0.00% | −8,029−72.0% | Reduced |
| Public Employees Retirement System of Ohio | 3,177 | $105.0K | 0.00% | −710−18.3% | Reduced |
| Altshuler Shaham Ltd | 3,420 | $113.0K | 0.00% | +347+11.3% | Added |
| Captrust Financial Advisors | 3,687 | $122.0K | 0.00% | +9+0.2% | Added |
| Harvest Fund Management Co., Ltd | 3,821 | $125.0K | 0.01% | +2,216+138.1% | Added |
| The PNC Financial Services Group, Inc. | 3,802 | $127.0K | 0.00% | −53−1.4% | Reduced |
| Mutual of America Capital Management LLC | 4,234 | $140.0K | 0.00% | +276+7.0% | Added |
| UBS Group AG | 4,605 | $152.0K | 0.00% | −13,961−75.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,657 | $154.0K | 0.00% | +4,657 | New |
| Diversified Trust Co | 6,075 | $200.0K | 0.01% | −1,469−19.5% | Reduced |
| Cambria Investment Management, L.P. | 6,213 | $205.0K | 0.04% | +6,213 | New |
| Aigen Investment Management, LP | 6,338 | $209.0K | 0.04% | −12,645−66.6% | Reduced |
| Paloma Partners Management Co | 6,535 | $216.0K | 0.01% | −14,616−69.1% | Reduced |
| Eaton Vance Management | 6,548 | $216.0K | 0.00% | +6,239+2,019.1% | Added |
| Everence Capital Management Inc | 6,550 | $216.0K | 0.02% | +6,550 | New |
| Public Employees Retirement Association of Colorado | 6,731 | $222.0K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 7,092 | $234.0K | 0.08% | +7,092 | New |
| Advisor Partners LLC | 7,224 | $238.0K | 0.02% | +7,224 | New |
| Balyasny Asset Management LLC | 8,201 | $271.0K | 0.00% | +8,201 | New |
| Arizona State Retirement System | 8,325 | $275.0K | 0.00% | +8,325 | New |
| ProShare Advisors LLC | 8,453 | $279.0K | 0.00% | −362−4.1% | Reduced |
| Metropolitan Life Insurance Co | 8,457 | $279.1K | 0.00% | −1,611−16.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,492 | $313.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 9,490 | $313.0K | 0.11% | +9,490 | New |
| Engineers Gate Manager LP | 10,080 | $333.0K | 0.02% | −11,146−52.5% | Reduced |
| MetLife Investment Management | 10,141 | $334.7K | 0.00% | 00.0% | Unchanged |
| New York Life Investments Alternatives | 10,584 | $349.0K | 0.23% | +2,572+32.1% | Added |
| Nisa Investment Advisors, LLC | 10,650 | $351.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 11,100 | $366.0K | 0.00% | −1,400−11.2% | Reduced |
| Voya Investment Management LLC | 11,758 | $388.0K | 0.00% | −1,350−10.3% | Reduced |
| Jane Street Group, LLC | 11,815 | $390.0K | 0.00% | +11,815 | New |
| Oregon Public Employees Retirement Fund | 12,177 | $402.0K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 12,200 | $403.0K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 12,255 | $404.0K | 0.03% | +1,868+18.0% | Added |
| Louisiana State Employees Retirement System | 13,400 | $442.0K | 0.01% | −100−0.7% | Reduced |
| Bank of America Corp | 13,717 | $452.0K | 0.00% | −48,520−78.0% | Reduced |
| Citadel Advisors LLC | 14,065 | $464.0K | 0.00% | +14,065 | New |
| Wellington Management Group LLP | 14,145 | $467.0K | 0.00% | +14,145 | New |
| Royal Bank of Canada | 14,309 | $473.0K | 0.00% | +1,076+8.1% | Added |
| Brandywine Global Investment Management, LLC | 14,518 | $479.0K | 0.00% | −1,857−11.3% | Reduced |
| Amalgamated Bank | 14,705 | $485.0K | 0.00% | +14,705 | New |
| Cannell Capital LLC | 15,200 | $502.0K | 0.08% | 00.0% | Unchanged |
| Victory Capital Management Inc | 15,641 | $516.0K | 0.00% | +15,641 | New |
| Corsair Capital Management, L.P. | 16,333 | $539.0K | 0.09% | −153−0.9% | Reduced |
| Citigroup Inc | 16,525 | $545.0K | 0.00% | +13,246+404.0% | Added |
| Exchange Traded Concepts, LLC | 16,809 | $555.0K | 0.02% | −604−3.5% | Reduced |
| Manufacturers Life Insurance Company, The | 16,853 | $556.0K | 0.00% | −47−0.3% | Reduced |
| Boothbay Fund Management, LLC | 17,074 | $563.0K | 0.02% | +3,556+26.3% | Added |
| State Board of Administration of Florida Retirement System | 17,860 | $589.0K | 0.00% | +1,540+9.4% | Added |
| Susquehanna Fundamental Investments, LLC | 17,868 | $590.0K | 0.01% | +2,500+16.3% | Added |
| State of Tennessee, Treasury Department | 18,326 | $605.0K | 0.00% | +7,762+73.5% | Added |
| American International Group, Inc. | 19,159 | $632.0K | 0.00% | −622−3.1% | Reduced |
| State of Alaska, Department of Revenue | 20,605 | $679.0K | 0.01% | +547+2.7% | Added |
| Texas Permanent School Fund | 22,196 | $732.0K | 0.01% | +54+0.2% | Added |
| Credit Suisse AG | 23,188 | $747.0K | 0.00% | +13,113+130.2% | Added |
| UBS Asset Management Americas Inc | 22,702 | $749.2K | 0.00% | +22,702 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,857 | $754.0K | 0.01% | +10.0% | Added |
| O'Shaughnessy Asset Management, LLC | 23,378 | $771.0K | 0.02% | +931+4.1% | Added |