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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 13,653 | $505.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 13,174 | $487.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 13,144 | $486.0K | 0.03% | −5,148−28.1% | Reduced |
| Raymond James & Associates | 12,692 | $469.0K | 0.00% | −59,936−82.5% | Reduced |
| AXA S.A. | 12,500 | $462.1K | 0.00% | −32,875−72.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,474 | $461.0K | 0.00% | +12,474 | New |
| Louisiana State Employees Retirement System | 12,200 | $451.0K | 0.01% | −1,300−9.6% | Reduced |
| State Board of Administration of Florida Retirement System | 12,039 | $445.0K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 11,890 | $440.0K | 0.02% | +11,890 | New |
| Amalgamated Bank | 11,815 | $437.0K | 0.00% | −852−6.7% | Reduced |
| State of Tennessee, Treasury Department | 11,792 | $436.0K | 0.00% | +540+4.8% | Added |
| Victory Capital Management Inc | 11,401 | $421.0K | 0.00% | −847−6.9% | Reduced |
| Deutsche Bank AG | 11,236 | $416.0K | 0.00% | −2,276−16.8% | Reduced |
| Manufacturers Life Insurance Company, The | 11,145 | $412.0K | 0.00% | −254−2.2% | Reduced |
| Nisa Investment Advisors, LLC | 10,820 | $401.0K | 0.00% | +170+1.6% | Added |
| Maryland State Retirement & Pension System | 10,451 | $386.0K | 0.03% | −885−7.8% | Reduced |
| Exchange Traded Concepts, LLC | 10,221 | $378.0K | 0.01% | −5,320−34.2% | Reduced |
| Renaissance Technologies LLC | 10,200 | $377.0K | 0.00% | −32,400−76.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,953 | $368.0K | 0.00% | +9,953 | New |
| NorthCrest Asset Manangement, LLC | 9,500 | $351.0K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 9,063 | $335.0K | 0.02% | +1,129+14.2% | Added |
| Ci Investments Inc. | 8,919 | $330.0K | 0.00% | +8,919 | New |
| Wellington Management Group LLP | 8,521 | $315.0K | 0.00% | +8,521 | New |
| Oregon Public Employees Retirement Fund | 8,487 | $314.0K | 0.00% | −1,290−13.2% | Reduced |
| Aquatic Capital Management LLC | 8,000 | $296.0K | 0.03% | +8,000 | New |
| Royal Bank of Canada | 7,941 | $293.0K | 0.00% | −562−6.6% | 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 |
| Winton Group Ltd | 7,690 | $284.0K | 0.02% | −5,752−42.8% | Reduced |
| Barclays PLC | 7,518 | $279.0K | 0.00% | −5,568−42.5% | Reduced |
| Advisor Partners II, LLC | 7,123 | $263.0K | 0.02% | +7,123 | New |
| Quantedge Capital Pte Ltd | 7,100 | $262.0K | 0.08% | −10,300−59.2% | Reduced |
| Cannell Capital LLC | 7,000 | $259.0K | 0.06% | −4,200−37.5% | Reduced |
| Public Employees Retirement Association of Colorado | 6,610 | $244.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,550 | $242.0K | 0.02% | +6,550 | New |
| Envestnet Asset Management Inc | 6,409 | $237.0K | 0.00% | −1,009−13.6% | Reduced |
| Martingale Asset Management L P | 6,328 | $234.0K | 0.00% | −600−8.7% | Reduced |
| Diversified Trust Co | 6,264 | $232.0K | 0.01% | +6,264 | New |
| Bailard, Inc. | 5,835 | $216.0K | 0.01% | +5,835 | New |
| First National Trust Co | 5,432 | $201.0K | 0.01% | +5,432 | New |
| Mutual of America Capital Management LLC | 5,084 | $188.0K | 0.00% | +386+8.2% | Added |
| UBS Group AG | 5,051 | $187.0K | 0.00% | +781+18.3% | Added |
| State of Wyoming | 4,991 | $184.0K | 0.09% | +532+11.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,657 | $172.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,135 | $153.0K | 0.00% | +1,592+62.6% | Added |
| The PNC Financial Services Group, Inc. | 3,862 | $143.0K | 0.00% | −34−0.9% | Reduced |
| Harvest Fund Management Co., Ltd | 3,097 | $114.0K | 0.03% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,923 | $108.0K | 0.26% | −1,316−31.0% | Reduced |
| Arlington Partners LLC | 2,775 | $103.0K | 0.04% | 00.0% | Unchanged |
| FMR LLC | 2,610 | $97.0K | 0.00% | −1,258−32.5% | Reduced |
| Point72 Hong Kong Ltd | 2,537 | $94.0K | 0.01% | +2,537 | New |
| Advisor Group Holdings, Inc. | 2,226 | $83.0K | 0.00% | +719+47.7% | Added |
| Ameritas Investment Partners, Inc. | 2,105 | $77.0K | 0.00% | −205−8.9% | Reduced |
| KBC Group NV | 1,988 | $73.0K | 0.00% | −512−20.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,668 | $62.0K | 0.00% | +660+65.5% | Added |
| Public Employees Retirement System of Ohio | 1,631 | $60.0K | 0.00% | −172−9.5% | Reduced |
| Altshuler Shaham Ltd | 1,595 | $59.0K | 0.00% | +656+69.9% | Added |
| North Star Investment Management Corp. | 1,505 | $56.0K | 0.01% | −28−1.8% | Reduced |
| Metropolitan Life Insurance Co | 1,506 | $55.7K | 0.00% | −291−16.2% | Reduced |
| Spire Wealth Management | 850 | $31.0K | 0.00% | −440−34.1% | Reduced |
| Sutton Wealth Advisors Inc. | 821 | $30.4K | 0.01% | +3+0.4% | Added |
| TD Private Client Wealth LLC | 637 | $23.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 603 | $22.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 589 | $22.0K | 0.00% | +12+2.1% | Added |
| Federated Hermes, Inc. | 297 | $11.0K | 0.00% | −133,871−99.8% | Reduced |
| TCI Wealth Advisors, Inc. | 236 | $9.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 274 | $8.00K | 0.00% | +111+68.1% | Added |
| Wipfli Financial Advisors LLC, | 214 | $8.00K | 0.00% | +214 | New |
| Selective Wealth Management, Inc. | 162 | $6.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 172 | $6.00K | 0.00% | +19+12.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 124 | $5.00K | 0.00% | +124 | New |
| Parkside Financial Bank & Trust | 95 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 77 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Federation des caisses Desjardins du Quebec | 7 | $259 | 0.00% | 00.0% | Unchanged |
| 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 |
| Proequities, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −759,651−100.0% | Sold out |