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, Q4 2021
Institutional positions in Donnelley Financial Solutions, Inc. as of Dec 31, 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
- 221
- +31 vs. Q3 2021
- Shares held
- 29.5M
- −418.5K (−1.4%) vs. Q3 2021
- Total value
- $1.39B
- +$353.4M (+34.1%) vs. Q3 2021
- New holders
- 41
- 54 more added
- Sold out
- 10
- 87 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Donnelley Financial Solutions, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 12 | $0 | 0.00% | +12 | New |
| Federation des caisses Desjardins du Quebec | 7 | $330 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 24 | $1.00K | 0.00% | −64−72.7% | Reduced |
| Signaturefd, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Bivin & Associates, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Massmutual Trust Co FSB | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 40 | $2.00K | 0.00% | +40 | New |
| Caldwell Trust Co | 56 | $2.64K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 74 | $3.00K | 0.00% | +17+29.8% | Added |
| US Bancorp | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 71 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 60 | $3.00K | 0.00% | +60 | New |
| CoreCap Advisors, LLC | 72 | $3.00K | 0.00% | +72 | New |
| Quadrant Capital Group LLC | 77 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 125 | $6.00K | 0.00% | −75−37.5% | Reduced |
| Parkside Financial Bank & Trust | 121 | $6.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 150 | $7.00K | 0.00% | −174−53.7% | Reduced |
| EverSource Wealth Advisors, LLC | 146 | $7.00K | 0.00% | +146 | New |
| Selective Wealth Management, Inc. | 162 | $8.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 179 | $8.00K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 181 | $8.00K | 0.00% | +181 | New |
| CWM, LLC | 191 | $9.00K | 0.00% | +191 | New |
| TCI Wealth Advisors, Inc. | 218 | $10.0K | 0.00% | +1+0.5% | Added |
| Versant Capital Management, Inc | 322 | $15.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 417 | $20.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 575 | $27.0K | 0.03% | −19−3.2% | Reduced |
| Salem Investment Counselors Inc | 603 | $28.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 823 | $38.8K | 0.01% | +8+1.0% | Added |
| Covestor Ltd | 980 | $46.0K | 0.06% | +980 | New |
| North Star Investment Management Corp. | 1,533 | $72.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,845 | $87.0K | 0.00% | −64−3.4% | Reduced |
| Advisor Group Holdings, Inc. | 2,061 | $97.0K | 0.00% | +265+14.8% | Added |
| Public Employees Retirement System of Ohio | 2,194 | $103.0K | 0.00% | −460−17.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,310 | $109.0K | 0.00% | −205−8.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,358 | $111.0K | 0.00% | +678+40.4% | Added |
| Altshuler Shaham Ltd | 2,426 | $114.0K | 0.00% | −829−25.5% | Reduced |
| Point72 Hong Kong Ltd | 2,451 | $116.0K | 0.01% | +2,451 | New |
| Dorsey Wright & Associates | 2,528 | $119.0K | 0.02% | +344+15.8% | Added |
| SG Americas Securities, LLC | 2,752 | $130.0K | 0.00% | −11,665−80.9% | Reduced |
| Arlington Partners LLC | 2,775 | $131.0K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,186 | $149.0K | 0.00% | −610−16.1% | Reduced |
| PEAK6 Investments LLC | 3,520 | $166.0K | 0.00% | +198+6.0% | Added |
| Captrust Financial Advisors | 3,669 | $173.0K | 0.00% | −115−3.0% | Reduced |
| Mutual of America Capital Management LLC | 3,985 | $188.0K | 0.00% | +41+1.0% | Added |
| Pluribus Labs, LLC | 4,360 | $206.0K | 0.22% | +4,360 | New |
| Crescent Grove Advisors, LLC | 4,501 | $212.0K | 0.02% | +4,501 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,657 | $220.0K | 0.00% | 00.0% | Unchanged |
| Nkcfo LLC | 4,800 | $226.0K | 0.07% | +4,800 | New |
| Robeco Institutional Asset Management B.V. | 4,810 | $227.0K | 0.00% | +4,810 | New |
| State of Wyoming | 5,073 | $239.0K | 0.11% | +4,518+814.1% | Added |
| Zacks Investment Management | 5,178 | $244.0K | 0.00% | +5,178 | New |
| CWM Advisors, LLC | 5,254 | $248.0K | 0.03% | −1,478−22.0% | Reduced |
| HSBC Holdings PLC | 5,325 | $252.0K | 0.00% | +5,325 | New |
| First National Trust Co | 5,432 | $256.0K | 0.01% | +5,432 | New |
| Jane Street Group, LLC | 5,610 | $264.0K | 0.00% | −5,142−47.8% | Reduced |
| Wellington Management Group LLP | 5,614 | $265.0K | 0.00% | −4,361−43.7% | Reduced |
| Teacher Retirement System of Texas | 5,962 | $281.0K | 0.00% | +5,962 | New |
| Keebeck Alpha, LP | 5,967 | $281.0K | 0.10% | +5,967 | New |
| Cambria Investment Management, L.P. | 6,213 | $293.0K | 0.05% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 6,207 | $293.0K | 0.00% | +6,207 | New |
| Eaton Vance Management | 6,394 | $302.0K | 0.00% | +5+0.1% | Added |
| Diversified Trust Co | 6,530 | $308.0K | 0.01% | +455+7.5% | Added |
| Everence Capital Management Inc | 6,550 | $309.0K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 6,677 | $315.0K | 0.00% | −748−10.1% | Reduced |
| Public Employees Retirement Association of Colorado | 6,731 | $317.0K | 0.00% | 00.0% | Unchanged |
| Advisor Partners LLC | 7,065 | $334.0K | 0.02% | +41+0.6% | Added |
| Metropolitan Life Insurance Co | 7,148 | $337.0K | 0.00% | −1,309−15.5% | Reduced |
| Harvest Fund Management Co., Ltd | 7,156 | $341.0K | 0.06% | +3,335+87.3% | Added |
| ProShare Advisors LLC | 7,351 | $346.0K | 0.00% | +7,351 | New |
| State of Wisconsin Investment Board | 7,500 | $354.0K | 0.00% | −3,600−32.4% | Reduced |
| Bank of Montreal | 7,877 | $378.0K | 0.00% | −117,532−93.7% | Reduced |
| New York Life Investments Alternatives | 8,050 | $379.0K | 0.25% | −14,662−64.6% | Reduced |
| Arizona State Retirement System | 8,141 | $384.0K | 0.00% | −63−0.8% | Reduced |
| Nisa Investment Advisors, LLC | 10,650 | $396.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 8,651 | $408.0K | 0.01% | −2,563−22.9% | Reduced |
| Ritholtz Wealth Management | 9,127 | $430.0K | 0.03% | −1,006−9.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,492 | $447.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 10,141 | $478.0K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LP | 10,564 | $498.0K | 0.06% | +10,564 | New |
| Los Angeles Capital Management LLC | 10,669 | $503.0K | 0.00% | +10,669 | New |
| Jump Financial, LLC | 10,945 | $516.0K | 0.03% | +10,945 | New |
| Trexquant Investment LP | 11,055 | $521.0K | 0.03% | +11,055 | New |
| Cannell Capital LLC | 11,200 | $528.0K | 0.08% | −4,000−26.3% | Reduced |
| Voya Investment Management LLC | 11,461 | $540.0K | 0.00% | −728−6.0% | Reduced |
| Oregon Public Employees Retirement Fund | 11,477 | $541.0K | 0.01% | −600−5.0% | Reduced |
| Maryland State Retirement & Pension System | 11,637 | $549.0K | 0.01% | 00.0% | Unchanged |
| Origin Asset Management LLP | 12,187 | $574.0K | 0.14% | +12,187 | New |
| Bailard, Inc. | 12,200 | $575.0K | 0.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 12,117 | $575.0K | 0.01% | +12,117 | New |
| Exchange Traded Concepts, LLC | 12,313 | $580.0K | 0.01% | −1,462−10.6% | Reduced |
| Royal Bank of Canada | 12,704 | $600.0K | 0.00% | −12,896−50.4% | Reduced |
| Ensign Peak Advisors, Inc | 13,174 | $621.0K | 0.00% | −27,790−67.8% | Reduced |
| Amalgamated Bank | 13,894 | $655.0K | 0.00% | −584−4.0% | Reduced |
| Louisiana State Employees Retirement System | 14,100 | $665.0K | 0.01% | −200−1.4% | Reduced |