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 2022
Institutional positions in Donnelley Financial Solutions, Inc. as of Jun 30, 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
- 196
- −19 vs. Q1 2022
- Shares held
- 28.8M
- −710.3K (−2.4%) vs. Q1 2022
- Total value
- $843.9M
- −$137.3M (−14.0%) vs. Q1 2022
- New holders
- 18
- 39 more added
- Sold out
- 37
- 102 more reduced
6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding Donnelley Financial Solutions, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5 | $0 | 0.00% | +2+66.7% | Added |
| Sound Income Strategies, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 10 | $0 | 0.00% | +10 | New |
| Rockefeller Capital Management L.P. | 30 | $0 | 0.00% | +30 | New |
| CoreCap Advisors, LLC | 10 | $0 | 0.00% | +10 | New |
| Federation des caisses Desjardins du Quebec | 7 | $205 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 30 | $1.00K | 0.00% | −944−96.9% | Reduced |
| US Bancorp | 49 | $1.00K | 0.00% | −15−23.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 34 | $1.00K | 0.00% | +7+25.9% | Added |
| BDO Wealth Advisors, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 24 | $1.00K | 0.00% | +14+140.0% | Added |
| Allworth Financial LP | 31 | $1.00K | 0.00% | +23+287.5% | Added |
| Piscataqua Savings Bank | 25 | $1.00K | 0.00% | +25 | New |
| EverSource Wealth Advisors, LLC | 55 | $2.00K | 0.00% | −91−62.3% | Reduced |
| Meeder Asset Management Inc | 61 | $2.00K | 0.00% | −45−42.5% | Reduced |
| Quadrant Capital Group LLC | 77 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 55 | $2.00K | 0.00% | +6+12.2% | Added |
| IFP Advisors, Inc | 130 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 54 | $2.00K | 0.00% | +16+42.1% | Added |
| Northwestern Mutual Wealth Management Co | 61 | $2.00K | 0.00% | +49+408.3% | Added |
| Parkside Financial Bank & Trust | 95 | $3.00K | 0.00% | −6−5.9% | Reduced |
| CWM, LLC | 153 | $4.00K | 0.00% | −73−32.3% | Reduced |
| Brewin Dolphin Ltd | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 152 | $4.00K | 0.00% | +152 | 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 |
| Ronald Blue Trust, Inc. | 163 | $5.00K | 0.00% | +163 | New |
| Simplex Trading, LLC | 222 | $6.00K | 0.00% | −151−40.5% | Reduced |
| TCI Wealth Advisors, Inc. | 236 | $7.00K | 0.00% | −195−45.2% | Reduced |
| Versant Capital Management, Inc | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 577 | $17.0K | 0.00% | +577 | New |
| Salem Investment Counselors Inc | 603 | $18.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 637 | $18.7K | 0.00% | +163+34.4% | Added |
| Sutton Wealth Advisors Inc. | 818 | $24.0K | 0.01% | −15−1.8% | Reduced |
| Altshuler Shaham Ltd | 939 | $28.0K | 0.00% | −244−20.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,008 | $29.0K | 0.00% | −9,650−90.5% | Reduced |
| Spire Wealth Management | 1,290 | $38.0K | 0.00% | −1,010−43.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,369 | $40.0K | 0.00% | +1,369 | New |
| Allspring Global Investments Holdings, LLC | 1,513 | $44.0K | 0.00% | −26,216−94.5% | Reduced |
| North Star Investment Management Corp. | 1,533 | $45.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,507 | $46.0K | 0.00% | +835+124.3% | Added |
| Metropolitan Life Insurance Co | 1,797 | $52.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,803 | $53.0K | 0.00% | −162−8.2% | Reduced |
| Dorsey Wright & Associates | 2,098 | $61.0K | 0.02% | −129−5.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,310 | $67.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,500 | $73.0K | 0.00% | +2,500 | New |
| Wells Fargo & Company | 2,543 | $75.0K | 0.00% | −27,141−91.4% | Reduced |
| Arlington Partners LLC | 2,775 | $81.0K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,097 | $91.0K | 0.03% | 00.0% | Unchanged |
| FMR LLC | 3,868 | $114.0K | 0.00% | −60,877−94.0% | Reduced |
| The PNC Financial Services Group, Inc. | 3,896 | $114.0K | 0.00% | +582+17.6% | Added |
| Lazard Asset Management LLC | 4,185 | $122.0K | 0.00% | −141,103−97.1% | Reduced |
| Counterpoint Mutual Funds LLC | 4,239 | $124.0K | 0.08% | +3,578+541.3% | Added |
| UBS Group AG | 4,270 | $125.0K | 0.00% | −7,041−62.2% | Reduced |
| Captrust Financial Advisors | 4,437 | $130.0K | 0.00% | −234−5.0% | Reduced |
| State of Wyoming | 4,459 | $131.0K | 0.08% | +625+16.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,657 | $136.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 4,698 | $138.0K | 0.00% | +495+11.8% | Added |
| Public Employees Retirement Association of Colorado | 6,610 | $194.0K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 6,928 | $203.0K | 0.00% | −11,218−61.8% | Reduced |
| State of Wisconsin Investment Board | 7,097 | $208.0K | 0.00% | +7,097 | New |
| CWM Advisors, LLC | 7,241 | $212.0K | 0.03% | +78+1.1% | Added |
| Advisor Partners LLC | 7,294 | $214.0K | 0.02% | −13−0.2% | Reduced |
| Envestnet Asset Management Inc | 7,418 | $217.0K | 0.00% | +378+5.4% | Added |
| Ritholtz Wealth Management | 7,934 | $232.0K | 0.01% | −884−10.0% | Reduced |
| Arizona State Retirement System | 7,973 | $234.0K | 0.00% | −90−1.1% | Reduced |
| Engineers Gate Manager LP | 8,220 | $241.0K | 0.01% | +8,220 | New |
| Royal Bank of Canada | 8,503 | $250.0K | 0.00% | +50+0.6% | Added |
| SG Americas Securities, LLC | 8,809 | $258.0K | 0.00% | −2,650−23.1% | Reduced |
| Institute for Wealth Management, LLC. | 9,318 | $273.0K | 0.05% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 9,500 | $278.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,607 | $281.0K | 0.00% | −349−3.5% | Reduced |
| Oregon Public Employees Retirement Fund | 9,777 | $286.0K | 0.00% | −1,500−13.3% | Reduced |
| Gotham Asset Management, LLC | 10,050 | $294.0K | 0.01% | −11,068−52.4% | Reduced |
| Nisa Investment Advisors, LLC | 10,650 | $312.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 11,168 | $327.0K | 0.00% | −655−5.5% | Reduced |
| Cannell Capital LLC | 11,200 | $328.0K | 0.07% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 11,252 | $330.0K | 0.00% | −1,699−13.1% | Reduced |
| Maryland State Retirement & Pension System | 11,336 | $332.0K | 0.01% | −462−3.9% | Reduced |
| Manufacturers Life Insurance Company, The | 11,399 | $333.9K | 0.00% | −773−6.4% | Reduced |
| HSBC Holdings PLC | 11,591 | $341.0K | 0.00% | −432−3.6% | Reduced |
| State Board of Administration of Florida Retirement System | 12,039 | $353.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 12,248 | $359.0K | 0.00% | −9,570−43.9% | Reduced |
| Amalgamated Bank | 12,667 | $371.0K | 0.00% | −429−3.3% | Reduced |
| Barclays PLC | 13,086 | $383.0K | 0.00% | −14,398−52.4% | Reduced |
| Ensign Peak Advisors, Inc | 13,174 | $386.0K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 13,346 | $391.0K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 13,442 | $394.0K | 0.02% | −44−0.3% | Reduced |
| Deutsche Bank AG | 13,512 | $395.0K | 0.00% | −34,161−71.7% | Reduced |
| Assenagon Asset Management S.A. | 13,653 | $400.0K | 0.00% | −113,841−89.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 13,941 | $408.0K | 0.01% | −1,635−10.5% | Reduced |
| Corsair Capital Management, L.P. | 14,646 | $429.0K | 0.15% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 13,500 | $432.0K | 0.01% | −700−4.9% | Reduced |
| American International Group, Inc. | 15,020 | $440.0K | 0.00% | −1,834−10.9% | Reduced |
| Bank of Montreal | 14,553 | $445.0K | 0.00% | +6,247+75.2% | Added |