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, Q4 2022
Institutional positions in Donnelley Financial Solutions, Inc. as of Dec 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
- 201
- +4 vs. Q3 2022
- Shares held
- 27.5M
- −212.6K (−0.8%) vs. Q3 2022
- Total value
- $1.06B
- +$36.1M (+3.5%) vs. Q3 2022
- New holders
- 25
- 42 more added
- Sold out
- 21
- 90 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Donnelley Financial Solutions, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,190,097 | $161.9M | 0.01% | −148,528−3.4% | Reduced |
| Simcoe Capital Management, LLC | 3,794,725 | $146.7M | 17.51% | 00.0% | Unchanged |
| American Century Companies Inc | 1,825,619 | $70.6M | 0.06% | −4,272−0.2% | Reduced |
| Vanguard Group Inc | 1,764,976 | $68.2M | 0.00% | −29,332−1.6% | Reduced |
| Rice Hall James & Associates, LLC | 1,168,484 | $45.2M | 2.59% | −8,261−0.7% | Reduced |
| Standard Life Aberdeen plc | 1,101,367 | $42.6M | 0.12% | −3,969−0.4% | Reduced |
| Dimensional Fund Advisors LP | 1,006,805 | $38.9M | 0.01% | −3,066−0.3% | Reduced |
| State Street Corp | 1,005,283 | $38.9M | 0.00% | +38,843+4.0% | Added |
| Brookfield Asset Management Inc. | 894,317 | $34.6M | 0.13% | +109,761+14.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 806,154 | $31.2M | 0.20% | +1,825+0.2% | Added |
| Mawer Investment Management Ltd. | 525,925 | $20.3M | 0.11% | +525,925 | New |
| Geode Capital Management, LLC | 515,649 | $19.9M | 0.00% | −7,466−1.4% | Reduced |
| Private Management Group Inc | 473,091 | $18.3M | 0.81% | −9,292−1.9% | Reduced |
| Tensile Capital Management LP | 408,298 | $15.8M | 2.47% | +408,298 | New |
| Morgan Stanley | 393,204 | $15.2M | 0.00% | +112,192+39.9% | Added |
| Alberta Investment Management Corp | 388,161 | $15.0M | 0.13% | 00.0% | Unchanged |
| LSV Asset Management | 370,133 | $14.3M | 0.03% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 354,144 | $13.7M | 0.22% | −11,504−3.1% | Reduced |
| JPMorgan Chase & Co | 332,487 | $12.9M | 0.00% | +357+0.1% | Added |
| Charles Schwab Investment Management Inc | 329,617 | $12.7M | 0.00% | +8,353+2.6% | Added |
| Northern Trust Corp | 326,238 | $12.6M | 0.00% | −9,701−2.9% | Reduced |
| D. E. Shaw & Co., Inc. | 316,490 | $12.2M | 0.02% | −30,610−8.8% | Reduced |
| Bank of New York Mellon Corp | 293,428 | $11.3M | 0.00% | −7,741−2.6% | Reduced |
| SEI Investments Co | 225,203 | $8.70M | 0.02% | −11,775−5.0% | Reduced |
| Invesco Ltd. | 221,986 | $8.58M | 0.00% | −29,658−11.8% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 216,448 | $8.37M | 4.97% | +2,445+1.1% | Added |
| Lazard Asset Management LLC | 212,811 | $8.22M | 0.01% | −51,948−19.6% | Reduced |
| Panagora Asset Management Inc | 169,756 | $6.56M | 0.04% | −2,594−1.5% | Reduced |
| Principal Financial Group Inc | 153,293 | $5.92M | 0.00% | −11,140−6.8% | Reduced |
| Ameriprise Financial Inc | 144,631 | $5.59M | 0.00% | −9,783−6.3% | Reduced |
| Fisher Asset Management, LLC | 141,191 | $5.46M | 0.00% | +29,986+27.0% | Added |
| Voya Investment Management LLC | 138,543 | $5.35M | 0.01% | −646−0.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 137,081 | $5.30M | 0.03% | −37,977−21.7% | Reduced |
| Comerica Bank | 126,251 | $5.26M | 0.04% | −1,668−1.3% | Reduced |
| Goldman Sachs Group Inc | 118,706 | $4.59M | 0.00% | +613+0.5% | Added |
| Nuveen Asset Management, LLC | 115,650 | $4.47M | 0.00% | −16,288−12.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 110,960 | $4.29M | 0.02% | −15,400−12.2% | Reduced |
| Royce & Associates LP | 110,851 | $4.28M | 0.05% | +26,301+31.1% | Added |
| Globeflex Capital L P | 97,984 | $3.79M | 0.48% | −15,230−13.5% | Reduced |
| Seizert Capital Partners, LLC | 96,526 | $3.73M | 0.20% | −7,301−7.0% | Reduced |
| Advisory Research Inc | 92,282 | $3.57M | 0.34% | +2,907+3.3% | Added |
| Allspring Global Investments Holdings, LLC | 80,869 | $3.13M | 0.01% | −4,595−5.4% | Reduced |
| Rhumbline Advisers | 79,531 | $3.07M | 0.00% | +1,174+1.5% | Added |
| Millennium Management LLC | 78,205 | $3.02M | 0.00% | −11,050−12.4% | Reduced |
| Prudential Financial Inc | 72,638 | $2.81M | 0.00% | −780−1.1% | Reduced |
| Bank of America Corp | 68,051 | $2.63M | 0.00% | −91,635−57.4% | Reduced |
| Swiss National Bank | 64,600 | $2.50M | 0.00% | −3,200−4.7% | Reduced |
| Legal & General Group Plc | 61,563 | $2.38M | 0.00% | +379+0.6% | Added |
| New York State Teachers Retirement System | 59,999 | $2.32M | 0.01% | −800−1.3% | Reduced |
| South Dakota Investment Council | 49,375 | $1.91M | 0.04% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 61,906 | $1.88M | 0.45% | +61,906 | New |
| Brandywine Global Investment Management, LLC | 46,937 | $1.81M | 0.01% | −1,148−2.4% | Reduced |
| Russell Investments Group, Ltd. | 46,816 | $1.81M | 0.00% | −2,366−4.8% | Reduced |
| Public Sector Pension Investment Board | 45,535 | $1.76M | 0.01% | −1,309−2.8% | Reduced |
| UBS Asset Management Americas Inc | 44,713 | $1.73M | 0.00% | −709−1.6% | Reduced |
| Algert Global LLC | 39,787 | $1.54M | 0.09% | −1,370−3.3% | Reduced |
| Alliancebernstein L.P. | 38,116 | $1.47M | 0.00% | −55−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 37,991 | $1.47M | 0.02% | +9,049+31.3% | Added |
| Victory Capital Management Inc | 37,513 | $1.45M | 0.00% | +26,112+229.0% | Added |
| Janney Montgomery Scott LLC | 36,533 | $1.41M | 0.01% | +1,233+3.5% | Added |
| AQR Capital Management LLC | 35,678 | $1.38M | 0.00% | −2,063−5.5% | Reduced |
| Great West Life Assurance Co | 33,321 | $1.29M | 0.00% | +197+0.6% | Added |
| California State Teachers Retirement System | 33,357 | $1.29M | 0.00% | −1,482−4.3% | Reduced |
| Credit Suisse AG | 31,638 | $1.22M | 0.00% | +5,471+20.9% | Added |
| Assetmark, Inc | 29,599 | $1.14M | 0.00% | −28,813−49.3% | Reduced |
| Two Sigma Advisers, LP | 29,300 | $1.13M | 0.00% | −20,200−40.8% | Reduced |
| SG Americas Securities, LLC | 27,733 | $1.07M | 0.02% | −13,278−32.4% | Reduced |
| Macquarie Group Ltd | 27,300 | $1.05M | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 26,818 | $1.03M | 0.01% | −341,682−92.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,787 | $1.03M | 0.01% | +3,503+15.0% | Added |
| SummerHaven Investment Management, LLC | 25,933 | $1.00M | 0.60% | +305+1.2% | Added |
| Thrivent Financial for Lutherans | 25,674 | $992.0K | 0.00% | −743−2.8% | Reduced |
| Price T Rowe Associates Inc | 23,672 | $915.0K | 0.00% | −3,089−11.5% | Reduced |
| Virginia Retirement Systems Et Al | 22,600 | $873.5K | 0.01% | −6,900−23.4% | Reduced |
| Balyasny Asset Management LLC | 22,212 | $858.5K | 0.00% | +22,212 | New |
| Ancora Advisors, LLC | 21,910 | $847.0K | 0.02% | 00.0% | Unchanged |
| James Investment Research Inc | 20,788 | $803.0K | 0.11% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 20,719 | $800.8K | 0.00% | −35−0.2% | Reduced |
| Gamco Investors, Inc. Et Al | 20,700 | $800.1K | 0.01% | −1,000−4.6% | Reduced |
| Susquehanna International Group, LLP | 18,787 | $726.1K | 0.00% | −26,452−58.5% | Reduced |
| STRS Ohio | 18,800 | $726.0K | 0.00% | −1,000−5.1% | Reduced |
| Citadel Advisors LLC | 18,063 | $698.1K | 0.00% | −7,954−30.6% | Reduced |
| Citigroup Inc | 17,976 | $694.8K | 0.00% | +2,789+18.4% | Added |
| State of Alaska, Department of Revenue | 17,429 | $673.0K | 0.01% | −264−1.5% | Reduced |
| Texas Permanent School Fund | 16,827 | $650.0K | 0.01% | −1,554−8.5% | Reduced |
| Yousif Capital Management, LLC | 15,907 | $614.8K | 0.01% | −6,240−28.2% | Reduced |
| TD Asset Management Inc | 15,500 | $599.1K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 14,760 | $570.5K | 0.00% | −49,101−76.9% | Reduced |
| UBS Group AG | 14,603 | $564.4K | 0.00% | +9,552+189.1% | Added |
| Acadian Asset Management LLC | 14,221 | $549.0K | 0.00% | −6,934−32.8% | Reduced |
| Stifel Financial Corp | 13,900 | $537.2K | 0.00% | −400−2.8% | Reduced |
| Man Group plc | 13,885 | $536.7K | 0.00% | +13,885 | New |
| Envestnet Asset Management Inc | 13,825 | $534.3K | 0.00% | +7,416+115.7% | Added |
| American International Group, Inc. | 13,753 | $531.6K | 0.00% | −398−2.8% | Reduced |
| Teacher Retirement System of Texas | 13,366 | $517.0K | 0.00% | −2,228−14.3% | Reduced |
| Jane Street Group, LLC | 13,237 | $511.6K | 0.00% | +13,237 | New |
| MetLife Investment Management | 13,234 | $511.5K | 0.00% | −602−4.4% | Reduced |
| Corsair Capital Management, L.P. | 13,118 | $507.0K | 0.19% | −1,542−10.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 12,963 | $501.0K | 0.01% | −17,290−57.2% | Reduced |
| Ritholtz Wealth Management | 12,613 | $487.5K | 0.03% | +3,550+39.2% | Added |