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, Q3 2022
Institutional positions in Donnelley Financial Solutions, Inc. as of Sep 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
- 198
- +5 vs. Q2 2022
- Shares held
- 27.7M
- −1.04M (−3.6%) vs. Q2 2022
- Total value
- $1.03B
- +$182.4M (+21.6%) vs. Q2 2022
- New holders
- 28
- 47 more added
- Sold out
- 23
- 89 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Donnelley Financial Solutions, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Trust Co NA | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 6 | $0 | 0.00% | +6 | New |
| HighMark Wealth Management LLC | 9 | $0 | 0.00% | +9 | New |
| Federation des caisses Desjardins du Quebec | 7 | $259 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 18 | $1.00K | 0.00% | −13−41.9% | Reduced |
| Aua Capital Management, LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15 | $1.00K | 0.00% | +6+66.7% | Added |
| Farmers & Merchants Investments Inc | 18 | $1.00K | 0.00% | +18 | New |
| First Horizon Advisors, Inc. | 36 | $1.00K | 0.00% | +36 | New |
| Simplex Trading, LLC | 72 | $2.00K | 0.00% | −150−67.6% | Reduced |
| Fifth Third Bancorp | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 60 | $2.00K | 0.00% | −1−1.6% | Reduced |
| Bessemer Group Inc | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 61 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 130 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 48 | $2.00K | 0.00% | +18+60.0% | Added |
| Signaturefd, LLC | 51 | $2.00K | 0.00% | +51 | New |
| Quadrant Capital Group LLC | 77 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 95 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 124 | $5.00K | 0.00% | +124 | New |
| Selective Wealth Management, Inc. | 162 | $6.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 172 | $6.00K | 0.00% | +19+12.4% | Added |
| Ronald Blue Trust, Inc. | 274 | $8.00K | 0.00% | +111+68.1% | Added |
| Wipfli Financial Advisors LLC, | 214 | $8.00K | 0.00% | +214 | New |
| TCI Wealth Advisors, Inc. | 236 | $9.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 297 | $11.0K | 0.00% | −133,871−99.8% | Reduced |
| Salem Investment Counselors Inc | 603 | $22.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 589 | $22.0K | 0.00% | +12+2.1% | Added |
| TD Private Client Wealth LLC | 637 | $23.6K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 821 | $30.4K | 0.01% | +3+0.4% | Added |
| Spire Wealth Management | 850 | $31.0K | 0.00% | −440−34.1% | Reduced |
| Metropolitan Life Insurance Co | 1,506 | $55.7K | 0.00% | −291−16.2% | Reduced |
| North Star Investment Management Corp. | 1,505 | $56.0K | 0.01% | −28−1.8% | Reduced |
| Altshuler Shaham Ltd | 1,595 | $59.0K | 0.00% | +656+69.9% | Added |
| Public Employees Retirement System of Ohio | 1,631 | $60.0K | 0.00% | −172−9.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,668 | $62.0K | 0.00% | +660+65.5% | Added |
| KBC Group NV | 1,988 | $73.0K | 0.00% | −512−20.5% | Reduced |
| Ameritas Investment Partners, Inc. | 2,105 | $77.0K | 0.00% | −205−8.9% | Reduced |
| Advisor Group Holdings, Inc. | 2,226 | $83.0K | 0.00% | +719+47.7% | Added |
| Point72 Hong Kong Ltd | 2,537 | $94.0K | 0.01% | +2,537 | New |
| FMR LLC | 2,610 | $97.0K | 0.00% | −1,258−32.5% | Reduced |
| Arlington Partners LLC | 2,775 | $103.0K | 0.04% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,923 | $108.0K | 0.26% | −1,316−31.0% | Reduced |
| Harvest Fund Management Co., Ltd | 3,097 | $114.0K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,862 | $143.0K | 0.00% | −34−0.9% | Reduced |
| Wells Fargo & Company | 4,135 | $153.0K | 0.00% | +1,592+62.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,657 | $172.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 4,991 | $184.0K | 0.09% | +532+11.9% | Added |
| UBS Group AG | 5,051 | $187.0K | 0.00% | +781+18.3% | Added |
| Mutual of America Capital Management LLC | 5,084 | $188.0K | 0.00% | +386+8.2% | Added |
| First National Trust Co | 5,432 | $201.0K | 0.01% | +5,432 | New |
| Bailard, Inc. | 5,835 | $216.0K | 0.01% | +5,835 | New |
| Diversified Trust Co | 6,264 | $232.0K | 0.01% | +6,264 | New |
| Martingale Asset Management L P | 6,328 | $234.0K | 0.00% | −600−8.7% | Reduced |
| Envestnet Asset Management Inc | 6,409 | $237.0K | 0.00% | −1,009−13.6% | Reduced |
| Everence Capital Management Inc | 6,550 | $242.0K | 0.02% | +6,550 | New |
| Public Employees Retirement Association of Colorado | 6,610 | $244.0K | 0.00% | 00.0% | Unchanged |
| Cannell Capital LLC | 7,000 | $259.0K | 0.06% | −4,200−37.5% | Reduced |
| Quantedge Capital Pte Ltd | 7,100 | $262.0K | 0.08% | −10,300−59.2% | Reduced |
| Advisor Partners II, LLC | 7,123 | $263.0K | 0.02% | +7,123 | New |
| Barclays PLC | 7,518 | $279.0K | 0.00% | −5,568−42.5% | Reduced |
| Winton Group Ltd | 7,690 | $284.0K | 0.02% | −5,752−42.8% | Reduced |
| Arizona State Retirement System | 7,775 | $287.0K | 0.00% | −198−2.5% | Reduced |
| Vestcor Inc | 7,767 | $287.0K | 0.01% | +7,767 | New |
| Royal Bank of Canada | 7,941 | $293.0K | 0.00% | −562−6.6% | Reduced |
| Aquatic Capital Management LLC | 8,000 | $296.0K | 0.03% | +8,000 | New |
| Oregon Public Employees Retirement Fund | 8,487 | $314.0K | 0.00% | −1,290−13.2% | Reduced |
| Wellington Management Group LLP | 8,521 | $315.0K | 0.00% | +8,521 | New |
| Ci Investments Inc. | 8,919 | $330.0K | 0.00% | +8,919 | New |
| Ritholtz Wealth Management | 9,063 | $335.0K | 0.02% | +1,129+14.2% | Added |
| NorthCrest Asset Manangement, LLC | 9,500 | $351.0K | 0.02% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 9,953 | $368.0K | 0.00% | +9,953 | New |
| Renaissance Technologies LLC | 10,200 | $377.0K | 0.00% | −32,400−76.1% | Reduced |
| Exchange Traded Concepts, LLC | 10,221 | $378.0K | 0.01% | −5,320−34.2% | Reduced |
| Maryland State Retirement & Pension System | 10,451 | $386.0K | 0.03% | −885−7.8% | Reduced |
| Nisa Investment Advisors, LLC | 10,820 | $401.0K | 0.00% | +170+1.6% | Added |
| Manufacturers Life Insurance Company, The | 11,145 | $412.0K | 0.00% | −254−2.2% | Reduced |
| Deutsche Bank AG | 11,236 | $416.0K | 0.00% | −2,276−16.8% | Reduced |
| Victory Capital Management Inc | 11,401 | $421.0K | 0.00% | −847−6.9% | Reduced |
| State of Tennessee, Treasury Department | 11,792 | $436.0K | 0.00% | +540+4.8% | Added |
| Amalgamated Bank | 11,815 | $437.0K | 0.00% | −852−6.7% | Reduced |
| Trexquant Investment LP | 11,890 | $440.0K | 0.02% | +11,890 | New |
| State Board of Administration of Florida Retirement System | 12,039 | $445.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 12,200 | $451.0K | 0.01% | −1,300−9.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,474 | $461.0K | 0.00% | +12,474 | New |
| AXA S.A. | 12,500 | $462.1K | 0.00% | −32,875−72.5% | Reduced |
| Raymond James & Associates | 12,692 | $469.0K | 0.00% | −59,936−82.5% | Reduced |
| DuPont Capital Management Corp | 13,144 | $486.0K | 0.03% | −5,148−28.1% | Reduced |
| Ensign Peak Advisors, Inc | 13,174 | $487.0K | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 13,653 | $505.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 13,836 | $511.5K | 0.00% | −1,656−10.7% | Reduced |
| American International Group, Inc. | 14,151 | $523.0K | 0.00% | −869−5.8% | Reduced |