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 |
|---|---|---|---|---|---|
| Brewin Dolphin Ltd | 125 | $6.00K | 0.00% | −75−37.5% | Reduced |
| Parkside Financial Bank & Trust | 121 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 77 | $4.00K | 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 |
| Caldwell Trust Co | 56 | $2.64K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Federation des caisses Desjardins du Quebec | 7 | $330 | 0.00% | 00.0% | Unchanged |
| 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 |
| Natixis | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −35,979−100.0% | Sold out |
| Leverage Partners Absolute Return Fund SPC | 0 | $0 | 0.00% | −10,146−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −1,878−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,776−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |