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 |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | −41−85.4% | Reduced |
| Private Trust Co NA | 10 | $0 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| Parallel Advisors, LLC | 5 | $193 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5 | $193 | 0.00% | +5 | New |
| Ellevest, Inc. | 6 | $232 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 7 | $271 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 7 | $271 | 0.00% | +7 | New |
| HighMark Wealth Management LLC | 9 | $348 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 15 | $580 | 0.00% | −3−16.7% | Reduced |
| Global Retirement Partners, LLC | 15 | $580 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 16 | $618 | 0.00% | −35−68.6% | Reduced |
| Farmers & Merchants Investments Inc | 18 | $696 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 20 | $773 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 26 | $1.00K | 0.00% | +26 | New |
| Aua Capital Management, LLC | 34 | $1.31K | 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% | 00.0% | Unchanged |
| IFP Advisors, Inc | 130 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 54 | $2.09K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 54 | $2.09K | 0.00% | +18+50.0% | Added |
| Farther Finance Advisors, LLC | 54 | $2.09K | 0.00% | +54 | New |
| EverSource Wealth Advisors, LLC | 55 | $2.13K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 65 | $2.51K | 0.00% | +65 | New |
| Northwestern Mutual Wealth Management Co | 73 | $2.82K | 0.00% | +12+19.7% | Added |
| Boyd Watterson Asset Management LLC | 76 | $2.94K | 0.00% | +76 | New |
| Quadrant Capital Group LLC | 77 | $2.98K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 51,458 | $3.10K | 0.00% | −175−0.3% | Reduced |
| US Bancorp | 99 | $3.83K | 0.00% | +50+102.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 128 | $4.95K | 0.00% | +4+3.2% | Added |
| Romano Brothers and Company | 150 | $5.80K | 0.00% | +150 | New |
| Belpointe Asset Management LLC | 158 | $6.11K | 0.00% | +158 | New |
| Parkside Financial Bank & Trust | 182 | $7.04K | 0.00% | +87+91.6% | Added |
| CWM, LLC | 203 | $8.00K | 0.00% | +31+18.0% | Added |
| TCI Wealth Advisors, Inc. | 236 | $9.12K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 250 | $9.66K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 504 | $19.0K | 0.00% | −1,127−69.1% | Reduced |
| Lindbrook Capital, LLC | 589 | $22.8K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 603 | $23.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 637 | $24.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 829 | $31.0K | 0.00% | +555+202.6% | Added |
| Sutton Wealth Advisors Inc. | 821 | $31.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 850 | $33.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,005 | $38.8K | 0.00% | +708+238.4% | Added |
| Dorsey Wright & Associates | 1,281 | $49.5K | 0.01% | +1,281 | New |
| Tower Research Capital LLC (TRC) | 1,496 | $58.0K | 0.00% | −172−10.3% | Reduced |
| North Star Investment Management Corp. | 1,505 | $58.2K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,506 | $58.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,518 | $58.7K | 0.00% | −2,617−63.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,676 | $65.0K | 0.00% | −550−24.7% | Reduced |
| KBC Group NV | 1,988 | $77.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,105 | $91.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,476 | $95.7K | 0.00% | −134−5.1% | Reduced |
| Comerica Securities,inc. | 2,501 | $96.7K | 0.01% | +2,501 | New |
| Arlington Partners LLC | 2,775 | $107.3K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,228 | $124.8K | 0.00% | −634−16.4% | Reduced |
| Counterpoint Mutual Funds LLC | 3,601 | $139.2K | 0.15% | +678+23.2% | Added |
| DuPont Capital Management Corp | 4,677 | $180.8K | 0.01% | −8,467−64.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,720 | $182.4K | 0.00% | +63+1.4% | Added |
| Simplex Trading, LLC | 5,084 | $196.0K | 0.01% | +5,012+6,961.1% | Added |
| Mutual of America Capital Management LLC | 5,246 | $202.8K | 0.00% | +162+3.2% | Added |
| State of Wyoming | 5,252 | $203.0K | 0.07% | +261+5.2% | Added |
| LPL Financial LLC | 5,297 | $204.7K | 0.00% | +5,297 | New |
| First National Trust Co | 5,432 | $209.9K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,472 | $211.0K | 0.00% | +5,472 | New |
| HighTower Advisors, LLC | 5,401 | $212.0K | 0.00% | +5,401 | New |
| Legato Capital Management LLC | 5,567 | $215.2K | 0.04% | +5,567 | New |
| Quantedge Capital Pte Ltd | 5,600 | $216.4K | 0.07% | −1,500−21.1% | Reduced |
| Gotham Asset Management, LLC | 5,683 | $219.6K | 0.01% | +5,683 | New |
| Trexquant Investment LP | 5,885 | $227.5K | 0.01% | −6,005−50.5% | Reduced |
| HSBC Holdings PLC | 5,970 | $230.7K | 0.00% | +5,970 | New |
| Janus Henderson Group PLC | 6,193 | $239.4K | 0.00% | +6,193 | New |
| Diversified Trust Co | 6,264 | $242.0K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,550 | $253.0K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,610 | $255.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,133 | $276.0K | 0.00% | −808−10.2% | Reduced |
| Advisor Partners II, LLC | 7,377 | $285.1K | 0.02% | +254+3.6% | Added |
| Arizona State Retirement System | 7,547 | $291.7K | 0.00% | −228−2.9% | Reduced |
| Vestcor Inc | 7,767 | $300.0K | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 7,867 | $304.0K | 0.00% | −2,086−21.0% | Reduced |
| Shell Asset Management Co | 8,256 | $319.0K | 0.01% | +8,256 | New |
| Oregon Public Employees Retirement Fund | 8,331 | $322.0K | 0.00% | −156−1.8% | Reduced |
| Winton Group Ltd | 8,503 | $328.6K | 0.02% | +813+10.6% | Added |
| Ergoteles LLC | 8,552 | $330.5K | 0.01% | −22,738−72.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 9,500 | $367.0K | 0.02% | 00.0% | Unchanged |
| Putnam Investments LLC | 9,877 | $381.7K | 0.00% | −6,115−38.2% | Reduced |
| Manufacturers Life Insurance Company, The | 10,072 | $389.3K | 0.00% | −1,073−9.6% | Reduced |
| Exchange Traded Concepts, LLC | 10,259 | $396.5K | 0.01% | +38+0.4% | Added |
| Maryland State Retirement & Pension System | 10,303 | $398.2K | 0.01% | −148−1.4% | Reduced |
| State Board of Administration of Florida Retirement System | 10,399 | $401.9K | 0.00% | −1,640−13.6% | Reduced |
| Ensign Peak Advisors, Inc | 10,674 | $412.6K | 0.00% | −2,500−19.0% | Reduced |
| Raymond James & Associates | 10,675 | $412.6K | 0.00% | −2,017−15.9% | Reduced |
| Nisa Investment Advisors, LLC | 10,810 | $418.0K | 0.00% | −10−0.1% | Reduced |
| BNP Paribas Arbitrage, SA | 11,481 | $443.7K | 0.00% | −11,303−49.6% | Reduced |
| Amalgamated Bank | 11,647 | $450.0K | 0.00% | −168−1.4% | Reduced |
| State of Tennessee, Treasury Department | 11,792 | $456.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 11,900 | $460.0K | 0.01% | −300−2.5% | Reduced |
| Barclays PLC | 12,189 | $471.1K | 0.00% | +4,671+62.1% | Added |
| Deutsche Bank AG | 12,340 | $476.9K | 0.00% | +1,104+9.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,474 | $482.1K | 0.00% | 00.0% | Unchanged |