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 |
|---|---|---|---|---|---|
| Cannell Capital LLC | 15,200 | $502.0K | 0.08% | 00.0% | Unchanged |
| Amalgamated Bank | 14,705 | $485.0K | 0.00% | +14,705 | New |
| Brandywine Global Investment Management, LLC | 14,518 | $479.0K | 0.00% | −1,857−11.3% | Reduced |
| Royal Bank of Canada | 14,309 | $473.0K | 0.00% | +1,076+8.1% | Added |
| Wellington Management Group LLP | 14,145 | $467.0K | 0.00% | +14,145 | New |
| Citadel Advisors LLC | 14,065 | $464.0K | 0.00% | +14,065 | New |
| Bank of America Corp | 13,717 | $452.0K | 0.00% | −48,520−78.0% | Reduced |
| Louisiana State Employees Retirement System | 13,400 | $442.0K | 0.01% | −100−0.7% | Reduced |
| Ritholtz Wealth Management | 12,255 | $404.0K | 0.03% | +1,868+18.0% | Added |
| Bailard, Inc. | 12,200 | $403.0K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 12,177 | $402.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,815 | $390.0K | 0.00% | +11,815 | New |
| Voya Investment Management LLC | 11,758 | $388.0K | 0.00% | −1,350−10.3% | Reduced |
| State of Wisconsin Investment Board | 11,100 | $366.0K | 0.00% | −1,400−11.2% | Reduced |
| Nisa Investment Advisors, LLC | 10,650 | $351.0K | 0.00% | 00.0% | Unchanged |
| New York Life Investments Alternatives | 10,584 | $349.0K | 0.23% | +2,572+32.1% | Added |
| MetLife Investment Management | 10,141 | $334.7K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 10,080 | $333.0K | 0.02% | −11,146−52.5% | 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 |
| Metropolitan Life Insurance Co | 8,457 | $279.1K | 0.00% | −1,611−16.0% | Reduced |
| ProShare Advisors LLC | 8,453 | $279.0K | 0.00% | −362−4.1% | Reduced |
| Arizona State Retirement System | 8,325 | $275.0K | 0.00% | +8,325 | New |
| Balyasny Asset Management LLC | 8,201 | $271.0K | 0.00% | +8,201 | New |
| Advisor Partners LLC | 7,224 | $238.0K | 0.02% | +7,224 | New |
| Keebeck Alpha, LP | 7,092 | $234.0K | 0.08% | +7,092 | New |
| Public Employees Retirement Association of Colorado | 6,731 | $222.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Aigen Investment Management, LP | 6,338 | $209.0K | 0.04% | −12,645−66.6% | Reduced |
| Cambria Investment Management, L.P. | 6,213 | $205.0K | 0.04% | +6,213 | New |
| Diversified Trust Co | 6,075 | $200.0K | 0.01% | −1,469−19.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,657 | $154.0K | 0.00% | +4,657 | New |
| UBS Group AG | 4,605 | $152.0K | 0.00% | −13,961−75.2% | Reduced |
| Mutual of America Capital Management LLC | 4,234 | $140.0K | 0.00% | +276+7.0% | Added |
| The PNC Financial Services Group, Inc. | 3,802 | $127.0K | 0.00% | −53−1.4% | Reduced |
| Harvest Fund Management Co., Ltd | 3,821 | $125.0K | 0.01% | +2,216+138.1% | Added |
| Captrust Financial Advisors | 3,687 | $122.0K | 0.00% | +9+0.2% | Added |
| Altshuler Shaham Ltd | 3,420 | $113.0K | 0.00% | +347+11.3% | Added |
| Public Employees Retirement System of Ohio | 3,177 | $105.0K | 0.00% | −710−18.3% | Reduced |
| SG Americas Securities, LLC | 3,115 | $103.0K | 0.00% | −8,029−72.0% | Reduced |
| Quantbot Technologies LP | 2,950 | $97.0K | 0.01% | +2,950 | New |
| Arlington Partners LLC | 2,775 | $92.0K | 0.03% | 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 |
| Dorsey Wright & Associates | 2,012 | $66.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,776 | $58.0K | 0.00% | −3,391−65.6% | 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 |
| Tower Research Capital LLC (TRC) | 919 | $30.0K | 0.00% | −10,775−92.1% | Reduced |
| Cutler Group LP | 901 | $29.0K | 0.00% | −1,299−59.0% | Reduced |
| Sutton Wealth Advisors Inc. | 815 | $26.9K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 673 | $22.0K | 0.01% | −50−6.9% | Reduced |
| Salem Investment Counselors Inc | 603 | $20.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 581 | $19.0K | 0.00% | +581 | New |
| Gemmer Asset Management LLC | 417 | $14.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 409 | $13.0K | 0.01% | +409 | New |
| 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 |
| Brewin Dolphin Ltd | 200 | $6.60K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| American Portfolios Advisors | 103 | $3.40K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| BDO Wealth Advisors, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Federation des caisses Desjardins du Quebec | 7 | $231 | 0.00% | 00.0% | Unchanged |
| 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 |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −280,071−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −83,700−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −61,700−100.0% | Sold out |
| Jetstream Capital LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −46,708−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −14,356−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −8,238−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −8,021−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |