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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 13,941 | $408.0K | 0.01% | −1,635−10.5% | Reduced |
| Assenagon Asset Management S.A. | 13,653 | $400.0K | 0.00% | −113,841−89.3% | Reduced |
| Deutsche Bank AG | 13,512 | $395.0K | 0.00% | −34,161−71.7% | Reduced |
| Winton Group Ltd | 13,442 | $394.0K | 0.02% | −44−0.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 13,346 | $391.0K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 13,174 | $386.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 13,086 | $383.0K | 0.00% | −14,398−52.4% | Reduced |
| Amalgamated Bank | 12,667 | $371.0K | 0.00% | −429−3.3% | Reduced |
| Victory Capital Management Inc | 12,248 | $359.0K | 0.00% | −9,570−43.9% | Reduced |
| State Board of Administration of Florida Retirement System | 12,039 | $353.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 11,591 | $341.0K | 0.00% | −432−3.6% | Reduced |
| Manufacturers Life Insurance Company, The | 11,399 | $333.9K | 0.00% | −773−6.4% | Reduced |
| Maryland State Retirement & Pension System | 11,336 | $332.0K | 0.01% | −462−3.9% | Reduced |
| State of Tennessee, Treasury Department | 11,252 | $330.0K | 0.00% | −1,699−13.1% | Reduced |
| Cannell Capital LLC | 11,200 | $328.0K | 0.07% | 00.0% | Unchanged |
| Voya Investment Management LLC | 11,168 | $327.0K | 0.00% | −655−5.5% | Reduced |
| Nisa Investment Advisors, LLC | 10,650 | $312.0K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 10,050 | $294.0K | 0.01% | −11,068−52.4% | Reduced |
| Oregon Public Employees Retirement Fund | 9,777 | $286.0K | 0.00% | −1,500−13.3% | Reduced |
| Susquehanna International Group, LLP | 9,607 | $281.0K | 0.00% | −349−3.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 9,500 | $278.0K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 9,318 | $273.0K | 0.05% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,809 | $258.0K | 0.00% | −2,650−23.1% | Reduced |
| Royal Bank of Canada | 8,503 | $250.0K | 0.00% | +50+0.6% | Added |
| Engineers Gate Manager LP | 8,220 | $241.0K | 0.01% | +8,220 | New |
| Arizona State Retirement System | 7,973 | $234.0K | 0.00% | −90−1.1% | Reduced |
| Ritholtz Wealth Management | 7,934 | $232.0K | 0.01% | −884−10.0% | Reduced |
| Envestnet Asset Management Inc | 7,418 | $217.0K | 0.00% | +378+5.4% | Added |
| Advisor Partners LLC | 7,294 | $214.0K | 0.02% | −13−0.2% | Reduced |
| CWM Advisors, LLC | 7,241 | $212.0K | 0.03% | +78+1.1% | Added |
| State of Wisconsin Investment Board | 7,097 | $208.0K | 0.00% | +7,097 | New |
| Martingale Asset Management L P | 6,928 | $203.0K | 0.00% | −11,218−61.8% | Reduced |
| Public Employees Retirement Association of Colorado | 6,610 | $194.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 4,698 | $138.0K | 0.00% | +495+11.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,657 | $136.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 4,459 | $131.0K | 0.08% | +625+16.3% | Added |
| Captrust Financial Advisors | 4,437 | $130.0K | 0.00% | −234−5.0% | Reduced |
| UBS Group AG | 4,270 | $125.0K | 0.00% | −7,041−62.2% | Reduced |
| Counterpoint Mutual Funds LLC | 4,239 | $124.0K | 0.08% | +3,578+541.3% | Added |
| Lazard Asset Management LLC | 4,185 | $122.0K | 0.00% | −141,103−97.1% | Reduced |
| 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 |
| Harvest Fund Management Co., Ltd | 3,097 | $91.0K | 0.03% | 00.0% | Unchanged |
| Arlington Partners LLC | 2,775 | $81.0K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,543 | $75.0K | 0.00% | −27,141−91.4% | Reduced |
| KBC Group NV | 2,500 | $73.0K | 0.00% | +2,500 | New |
| Ameritas Investment Partners, Inc. | 2,310 | $67.0K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 2,098 | $61.0K | 0.02% | −129−5.8% | Reduced |
| Public Employees Retirement System of Ohio | 1,803 | $53.0K | 0.00% | −162−8.2% | Reduced |
| Metropolitan Life Insurance Co | 1,797 | $52.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,507 | $46.0K | 0.00% | +835+124.3% | Added |
| North Star Investment Management Corp. | 1,533 | $45.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,513 | $44.0K | 0.00% | −26,216−94.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,369 | $40.0K | 0.00% | +1,369 | New |
| Spire Wealth Management | 1,290 | $38.0K | 0.00% | −1,010−43.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,008 | $29.0K | 0.00% | −9,650−90.5% | Reduced |
| Altshuler Shaham Ltd | 939 | $28.0K | 0.00% | −244−20.6% | Reduced |
| Sutton Wealth Advisors Inc. | 818 | $24.0K | 0.01% | −15−1.8% | Reduced |
| TD Private Client Wealth LLC | 637 | $18.7K | 0.00% | +163+34.4% | Added |
| Salem Investment Counselors Inc | 603 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 577 | $17.0K | 0.00% | +577 | New |
| 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 |
| Simplex Trading, LLC | 222 | $6.00K | 0.00% | −151−40.5% | Reduced |
| 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 |
| 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 |
| Parkside Financial Bank & Trust | 95 | $3.00K | 0.00% | −6−5.9% | Reduced |
| 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 |
| 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 |
| Federation des caisses Desjardins du Quebec | 7 | $205 | 0.00% | 00.0% | Unchanged |
| 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 |
| Steamboat Capital Partners, LLC | 0 | $0 | 0.00% | −332,350−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −144,711−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −65,237−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −53,600−100.0% | Sold out |