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, Q3 2021
Institutional positions in Donnelley Financial Solutions, Inc. as of Sep 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
- 191
- +8 vs. Q2 2021
- Shares held
- 30.0M
- +248.9K (+0.8%) vs. Q2 2021
- Total value
- $1.04B
- +$57.5M (+5.9%) vs. Q2 2021
- New holders
- 25
- 53 more added
- Sold out
- 17
- 69 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Donnelley Financial Solutions, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 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 |
| Federation des caisses Desjardins du Quebec | 7 | $242 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Caldwell Trust Co | 56 | $1.94K | 0.00% | +56 | New |
| Meeder Asset Management Inc | 60 | $2.00K | 0.00% | +1+1.7% | Added |
| Massmutual Trust Co FSB | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 57 | $2.00K | 0.00% | +57 | New |
| US Bancorp | 59 | $2.00K | 0.00% | +59 | New |
| Rockefeller Capital Management L.P. | 79 | $2.00K | 0.00% | +79 | New |
| Harbour Investments, Inc. | 87 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 88 | $3.00K | 0.00% | −21−19.3% | Reduced |
| Quadrant Capital Group LLC | 77 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 6,389 | $4.00K | 0.00% | −159−2.4% | Reduced |
| Parkside Financial Bank & Trust | 121 | $4.00K | 0.00% | +1+0.8% | Added |
| Selective Wealth Management, Inc. | 162 | $6.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 179 | $6.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 200 | $6.92K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 217 | $8.00K | 0.00% | +91+72.2% | Added |
| Smithfield Trust Co | 239 | $8.00K | 0.00% | +239 | New |
| Versant Capital Management, Inc | 322 | $11.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 324 | $11.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 400 | $13.0K | 0.00% | −2,550−86.4% | Reduced |
| Gemmer Asset Management LLC | 417 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 400 | $14.0K | 0.00% | +400 | New |
| State of Wyoming | 555 | $19.0K | 0.01% | +398+253.5% | Added |
| Salem Investment Counselors Inc | 603 | $21.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 594 | $21.0K | 0.02% | +185+45.2% | Added |
| Sutton Wealth Advisors Inc. | 815 | $28.2K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,533 | $53.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,776 | $58.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,680 | $58.0K | 0.00% | +761+82.8% | Added |
| Advisor Group Holdings, Inc. | 1,796 | $63.0K | 0.00% | −683−27.6% | Reduced |
| USA Financial Portformulas Corp | 1,878 | $65.0K | 0.06% | +1,878 | New |
| Proequities, Inc. | 1,909 | $66.0K | 0.00% | +1,328+228.6% | Added |
| UBS Group AG | 2,001 | $70.0K | 0.00% | −2,604−56.5% | Reduced |
| Dorsey Wright & Associates | 2,184 | $76.0K | 0.02% | +172+8.5% | Added |
| Ameritas Investment Partners, Inc. | 2,515 | $87.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,514 | $87.0K | 0.00% | +944+60.1% | Added |
| Public Employees Retirement System of Ohio | 2,654 | $92.0K | 0.00% | −523−16.5% | Reduced |
| Arlington Partners LLC | 2,775 | $96.0K | 0.03% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3,255 | $113.0K | 0.00% | −165−4.8% | Reduced |
| PEAK6 Investments LLC | 3,322 | $115.0K | 0.00% | +3,322 | New |
| The PNC Financial Services Group, Inc. | 3,796 | $131.0K | 0.00% | −6−0.2% | Reduced |
| Captrust Financial Advisors | 3,784 | $131.0K | 0.00% | +97+2.6% | Added |
| Harvest Fund Management Co., Ltd | 3,821 | $132.0K | 0.03% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 3,944 | $137.0K | 0.00% | −290−6.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,657 | $161.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 6,075 | $210.0K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 6,160 | $213.0K | 0.01% | +6,160 | New |
| Cambria Investment Management, L.P. | 6,213 | $215.0K | 0.04% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,550 | $227.0K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,731 | $233.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 6,732 | $233.0K | 0.03% | +6,732 | New |
| Advisor Partners LLC | 7,024 | $243.0K | 0.02% | −200−2.8% | Reduced |
| Envestnet Asset Management Inc | 7,425 | $257.0K | 0.00% | +7,425 | New |
| Harvest Investment Services, LLC | 8,049 | $278.0K | 0.11% | +8,049 | New |
| Arizona State Retirement System | 8,204 | $284.0K | 0.00% | −121−1.5% | Reduced |
| Metropolitan Life Insurance Co | 8,457 | $292.8K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 9,492 | $329.0K | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 9,975 | $345.0K | 0.00% | −4,170−29.5% | Reduced |
| Ritholtz Wealth Management | 10,133 | $351.0K | 0.02% | −2,122−17.3% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 10,146 | $351.0K | 0.34% | +10,146 | New |
| MetLife Investment Management | 10,141 | $351.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10,650 | $369.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,752 | $372.0K | 0.00% | −1,063−9.0% | Reduced |
| State of Wisconsin Investment Board | 11,100 | $384.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 11,214 | $388.0K | 0.01% | +11,214 | New |
| Maryland State Retirement & Pension System | 11,637 | $412.0K | 0.01% | +11,637 | New |
| Oregon Public Employees Retirement Fund | 12,077 | $418.0K | 0.00% | −100−0.8% | Reduced |
| Bailard, Inc. | 12,200 | $422.0K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,189 | $422.0K | 0.00% | +431+3.7% | Added |
| Susquehanna International Group, LLP | 12,895 | $446.0K | 0.00% | −19,495−60.2% | Reduced |
| Exchange Traded Concepts, LLC | 13,775 | $477.0K | 0.01% | −3,034−18.0% | Reduced |
| Louisiana State Employees Retirement System | 14,300 | $495.0K | 0.01% | +900+6.7% | Added |
| SG Americas Securities, LLC | 14,417 | $499.0K | 0.00% | +11,302+362.8% | Added |
| Amalgamated Bank | 14,478 | $501.0K | 0.00% | −227−1.5% | Reduced |
| Brandywine Global Investment Management, LLC | 14,518 | $503.0K | 0.00% | 00.0% | Unchanged |
| Cannell Capital LLC | 15,200 | $526.0K | 0.09% | 00.0% | Unchanged |
| Algert Global LLC | 15,456 | $535.0K | 0.07% | +5,966+62.9% | Added |
| Manufacturers Life Insurance Company, The | 15,635 | $541.0K | 0.00% | −1,218−7.2% | Reduced |
| Corsair Capital Management, L.P. | 15,858 | $549.0K | 0.10% | −475−2.9% | Reduced |
| State Board of Administration of Florida Retirement System | 16,876 | $584.0K | 0.00% | −984−5.5% | Reduced |
| Virginia Retirement Systems Et Al | 16,900 | $585.0K | 0.01% | +16,900 | New |
| HRT Financial LP | 17,738 | $614.0K | 0.00% | +17,738 | New |
| American International Group, Inc. | 18,498 | $640.0K | 0.00% | −661−3.5% | Reduced |
| State of Tennessee, Treasury Department | 19,025 | $660.0K | 0.00% | +699+3.8% | Added |
| Citigroup Inc | 19,724 | $683.0K | 0.00% | +3,199+19.4% | Added |
| O'Shaughnessy Asset Management, LLC | 20,479 | $709.0K | 0.01% | −2,899−12.4% | Reduced |
| New York State Common Retirement Fund | 20,642 | $715.0K | 0.00% | −6,100−22.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 20,659 | $715.0K | 0.01% | +2,791+15.6% | Added |
| State of Alaska, Department of Revenue | 21,573 | $746.0K | 0.01% | +968+4.7% | Added |
| Texas Permanent School Fund | 21,877 | $757.0K | 0.01% | −319−1.4% | Reduced |
| Janney Montgomery Scott LLC | 22,281 | $771.0K | 0.00% | +22,281 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,424 | $776.0K | 0.01% | −433−1.9% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 22,494 | $779.0K | 0.01% | +22,494 | New |
| Credit Suisse AG | 22,616 | $782.0K | 0.00% | −572−2.5% | Reduced |