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, Q1 2022
Institutional positions in Donnelley Financial Solutions, Inc. as of Mar 31, 2022. 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
- 0 vs. Q4 2021
- Shares held
- 29.9M
- +352.6K (+1.2%) vs. Q4 2021
- Total value
- $993.8M
- −$396.7M (−28.5%) vs. Q4 2021
- New holders
- 29
- 77 more added
- Sold out
- 29
- 77 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Donnelley Financial Solutions, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Proequities, Inc. | 10 | $0 | 0.00% | −1,835−99.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 15 | $0 | 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 |
| Oakworth Capital, Inc. | 20 | $0 | 0.00% | +20 | New |
| Parallel Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Global Retirement Partners, LLC | 9 | $0 | 0.00% | +9 | New |
| TCWP LLC | 21 | $0 | 0.00% | +21 | New |
| Federation des caisses Desjardins du Quebec | 7 | $233 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 23 | $1.00K | 0.00% | −3,497−99.3% | Reduced |
| Fifth Third Bancorp | 38 | $1.00K | 0.00% | −36−48.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 27 | $1.00K | 0.00% | +27 | New |
| US Bancorp | 64 | $2.00K | 0.00% | +5+8.5% | Added |
| Bessemer Group Inc | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 63 | $2.00K | 0.00% | +33+110.0% | Added |
| IFP Advisors, Inc | 130 | $2.00K | 0.00% | +130 | New |
| Parkside Financial Bank & Trust | 101 | $3.00K | 0.00% | −20−16.5% | Reduced |
| Quadrant Capital Group LLC | 77 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $3.00K | 0.00% | +100 | New |
| Brewin Dolphin Ltd | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 106 | $4.00K | 0.00% | +106 | New |
| Selective Wealth Management, Inc. | 162 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 179 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 146 | $5.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 250 | $8.00K | 0.00% | −72−22.4% | Reduced |
| CWM, LLC | 226 | $8.00K | 0.00% | +35+18.3% | Added |
| Simplex Trading, LLC | 373 | $12.0K | 0.00% | +373 | New |
| Gemmer Asset Management LLC | 417 | $13.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 431 | $14.0K | 0.00% | +213+97.7% | Added |
| TD Private Client Wealth LLC | 474 | $15.8K | 0.00% | +474 | New |
| Salem Investment Counselors Inc | 603 | $20.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 661 | $22.0K | 0.02% | +86+15.0% | Added |
| Advisor Group Holdings, Inc. | 672 | $23.0K | 0.00% | −1,389−67.4% | Reduced |
| Sutton Wealth Advisors Inc. | 833 | $27.7K | 0.01% | +10+1.2% | Added |
| Covestor Ltd | 974 | $32.0K | 0.02% | −6−0.6% | Reduced |
| Altshuler Shaham Ltd | 1,183 | $39.0K | 0.00% | −1,243−51.2% | Reduced |
| North Star Investment Management Corp. | 1,533 | $51.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,797 | $59.8K | 0.00% | −5,351−74.9% | Reduced |
| Public Employees Retirement System of Ohio | 1,965 | $65.0K | 0.00% | −229−10.4% | Reduced |
| Dorsey Wright & Associates | 2,227 | $74.0K | 0.02% | −301−11.9% | Reduced |
| Spire Wealth Management | 2,300 | $76.0K | 0.00% | +2,300 | New |
| Ameritas Investment Partners, Inc. | 2,310 | $77.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 2,775 | $92.0K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,097 | $103.0K | 0.02% | −4,059−56.7% | Reduced |
| The PNC Financial Services Group, Inc. | 3,314 | $109.0K | 0.00% | +128+4.0% | Added |
| State of Wyoming | 3,834 | $127.0K | 0.06% | −1,239−24.4% | Reduced |
| Mutual of America Capital Management LLC | 4,203 | $140.0K | 0.00% | +218+5.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,657 | $155.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,671 | $155.0K | 0.00% | +1,002+27.3% | Added |
| Robeco Institutional Asset Management B.V. | 4,810 | $160.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 6,072 | $202.0K | 0.00% | +110+1.8% | Added |
| Voloridge Investment Management, LLC | 6,176 | $205.0K | 0.00% | +6,176 | New |
| Janus Henderson Group PLC | 6,206 | $206.0K | 0.00% | −10.0% | Reduced |
| Diversified Trust Co | 6,264 | $208.0K | 0.01% | −266−4.1% | Reduced |
| ProShare Advisors LLC | 6,540 | $217.0K | 0.00% | −811−11.0% | Reduced |
| Everence Capital Management Inc | 6,550 | $218.0K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 6,576 | $219.0K | 0.00% | +966+17.2% | Added |
| Public Employees Retirement Association of Colorado | 6,610 | $220.0K | 0.00% | −121−1.8% | Reduced |
| Eaton Vance Management | 6,629 | $221.0K | 0.00% | +235+3.7% | Added |
| Ergoteles LLC | 6,900 | $229.0K | 0.01% | +6,900 | New |
| Envestnet Asset Management Inc | 7,040 | $234.0K | 0.00% | +363+5.4% | Added |
| CWM Advisors, LLC | 7,163 | $238.0K | 0.03% | +1,909+36.3% | Added |
| Cambria Investment Management, L.P. | 7,194 | $239.0K | 0.03% | +981+15.8% | Added |
| Advisor Partners LLC | 7,307 | $243.0K | 0.02% | +242+3.4% | Added |
| Squarepoint Ops LLC | 7,297 | $243.0K | 0.00% | +7,297 | New |
| Keebeck Alpha, LP | 7,415 | $247.0K | 0.08% | +1,448+24.3% | Added |
| Qube Research & Technologies Ltd | 7,735 | $257.0K | 0.00% | −20,016−72.1% | Reduced |
| Arizona State Retirement System | 8,063 | $268.0K | 0.00% | −78−1.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,099 | $269.0K | 0.07% | +8,099 | New |
| Royal Bank of Canada | 8,453 | $281.0K | 0.00% | −4,251−33.5% | Reduced |
| Bank of Montreal | 8,306 | $284.0K | 0.00% | +429+5.4% | Added |
| Ritholtz Wealth Management | 8,818 | $293.0K | 0.02% | −309−3.4% | Reduced |
| Paloma Partners Management Co | 9,004 | $299.0K | 0.02% | +9,004 | New |
| Institute for Wealth Management, LLC. | 9,318 | $310.0K | 0.05% | +9,318 | New |
| Teachers Retirement System of the State of Kentucky | 9,492 | $316.0K | 0.00% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 9,500 | $316.0K | 0.01% | +9,500 | New |
| Susquehanna International Group, LLP | 9,956 | $331.0K | 0.00% | −17,757−64.1% | Reduced |
| PDT Partners, LLC | 10,003 | $333.0K | 0.03% | +10,003 | New |
| Nisa Investment Advisors, LLC | 10,650 | $354.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,658 | $355.0K | 0.00% | +8,300+352.0% | Added |
| Cannell Capital LLC | 11,200 | $373.0K | 0.06% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 11,277 | $375.0K | 0.00% | −200−1.7% | Reduced |
| UBS Group AG | 11,311 | $376.0K | 0.00% | −25,998−69.7% | Reduced |
| SG Americas Securities, LLC | 11,459 | $381.0K | 0.00% | +8,707+316.4% | Added |
| ExodusPoint Capital Management, LP | 11,572 | $385.0K | 0.01% | +2,921+33.8% | Added |
| Maryland State Retirement & Pension System | 11,798 | $392.0K | 0.01% | +161+1.4% | Added |
| Voya Investment Management LLC | 11,823 | $393.0K | 0.00% | +362+3.2% | Added |
| State Board of Administration of Florida Retirement System | 12,039 | $400.0K | 0.00% | −3,180−20.9% | Reduced |
| HSBC Holdings PLC | 12,023 | $402.0K | 0.00% | +6,698+125.8% | Added |
| Manufacturers Life Insurance Company, The | 12,172 | $404.8K | 0.00% | −3,020−19.9% | Reduced |
| State of Tennessee, Treasury Department | 12,951 | $431.0K | 0.00% | −10,596−45.0% | Reduced |
| Amalgamated Bank | 13,096 | $436.0K | 0.00% | −798−5.7% | Reduced |
| Amalgamated Financial Corp. | 13,096 | $436.0K | 0.00% | +13,096 | New |
| Ensign Peak Advisors, Inc | 13,174 | $438.0K | 0.00% | 00.0% | Unchanged |