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 |
|---|---|---|---|---|---|
| AXA S.A. | 12,500 | $483.1K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 12,613 | $487.5K | 0.03% | +3,550+39.2% | Added |
| Susquehanna Fundamental Investments, LLC | 12,963 | $501.0K | 0.01% | −17,290−57.2% | Reduced |
| Corsair Capital Management, L.P. | 13,118 | $507.0K | 0.19% | −1,542−10.5% | Reduced |
| MetLife Investment Management | 13,234 | $511.5K | 0.00% | −602−4.4% | Reduced |
| Jane Street Group, LLC | 13,237 | $511.6K | 0.00% | +13,237 | New |
| Teacher Retirement System of Texas | 13,366 | $517.0K | 0.00% | −2,228−14.3% | Reduced |
| American International Group, Inc. | 13,753 | $531.6K | 0.00% | −398−2.8% | Reduced |
| Envestnet Asset Management Inc | 13,825 | $534.3K | 0.00% | +7,416+115.7% | Added |
| Man Group plc | 13,885 | $536.7K | 0.00% | +13,885 | New |
| Stifel Financial Corp | 13,900 | $537.2K | 0.00% | −400−2.8% | Reduced |
| Acadian Asset Management LLC | 14,221 | $549.0K | 0.00% | −6,934−32.8% | Reduced |
| UBS Group AG | 14,603 | $564.4K | 0.00% | +9,552+189.1% | Added |
| First Republic Investment Management, Inc. | 14,760 | $570.5K | 0.00% | −49,101−76.9% | Reduced |
| TD Asset Management Inc | 15,500 | $599.1K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 15,907 | $614.8K | 0.01% | −6,240−28.2% | Reduced |
| Texas Permanent School Fund | 16,827 | $650.0K | 0.01% | −1,554−8.5% | Reduced |
| State of Alaska, Department of Revenue | 17,429 | $673.0K | 0.01% | −264−1.5% | Reduced |
| Citigroup Inc | 17,976 | $694.8K | 0.00% | +2,789+18.4% | Added |
| Citadel Advisors LLC | 18,063 | $698.1K | 0.00% | −7,954−30.6% | Reduced |
| STRS Ohio | 18,800 | $726.0K | 0.00% | −1,000−5.1% | Reduced |
| Susquehanna International Group, LLP | 18,787 | $726.1K | 0.00% | −26,452−58.5% | Reduced |
| Gamco Investors, Inc. Et Al | 20,700 | $800.1K | 0.01% | −1,000−4.6% | Reduced |
| New York State Common Retirement Fund | 20,719 | $800.8K | 0.00% | −35−0.2% | Reduced |
| James Investment Research Inc | 20,788 | $803.0K | 0.11% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 21,910 | $847.0K | 0.02% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 22,212 | $858.5K | 0.00% | +22,212 | New |
| Virginia Retirement Systems Et Al | 22,600 | $873.5K | 0.01% | −6,900−23.4% | Reduced |
| Price T Rowe Associates Inc | 23,672 | $915.0K | 0.00% | −3,089−11.5% | Reduced |
| Thrivent Financial for Lutherans | 25,674 | $992.0K | 0.00% | −743−2.8% | Reduced |
| SummerHaven Investment Management, LLC | 25,933 | $1.00M | 0.60% | +305+1.2% | Added |
| 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 |
| Macquarie Group Ltd | 27,300 | $1.05M | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 27,733 | $1.07M | 0.02% | −13,278−32.4% | Reduced |
| Two Sigma Advisers, LP | 29,300 | $1.13M | 0.00% | −20,200−40.8% | Reduced |
| Assetmark, Inc | 29,599 | $1.14M | 0.00% | −28,813−49.3% | Reduced |
| Credit Suisse AG | 31,638 | $1.22M | 0.00% | +5,471+20.9% | Added |
| California State Teachers Retirement System | 33,357 | $1.29M | 0.00% | −1,482−4.3% | Reduced |
| Great West Life Assurance Co | 33,321 | $1.29M | 0.00% | +197+0.6% | Added |
| AQR Capital Management LLC | 35,678 | $1.38M | 0.00% | −2,063−5.5% | Reduced |
| Janney Montgomery Scott LLC | 36,533 | $1.41M | 0.01% | +1,233+3.5% | Added |
| Victory Capital Management Inc | 37,513 | $1.45M | 0.00% | +26,112+229.0% | Added |
| O'Shaughnessy Asset Management, LLC | 37,991 | $1.47M | 0.02% | +9,049+31.3% | Added |
| Alliancebernstein L.P. | 38,116 | $1.47M | 0.00% | −55−0.1% | Reduced |
| Algert Global LLC | 39,787 | $1.54M | 0.09% | −1,370−3.3% | Reduced |
| UBS Asset Management Americas Inc | 44,713 | $1.73M | 0.00% | −709−1.6% | Reduced |
| Public Sector Pension Investment Board | 45,535 | $1.76M | 0.01% | −1,309−2.8% | Reduced |
| Russell Investments Group, Ltd. | 46,816 | $1.81M | 0.00% | −2,366−4.8% | Reduced |
| Brandywine Global Investment Management, LLC | 46,937 | $1.81M | 0.01% | −1,148−2.4% | Reduced |
| Tfo-TDC, LLC | 61,906 | $1.88M | 0.45% | +61,906 | New |
| South Dakota Investment Council | 49,375 | $1.91M | 0.04% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 59,999 | $2.32M | 0.01% | −800−1.3% | Reduced |
| Legal & General Group Plc | 61,563 | $2.38M | 0.00% | +379+0.6% | Added |
| Swiss National Bank | 64,600 | $2.50M | 0.00% | −3,200−4.7% | Reduced |
| Bank of America Corp | 68,051 | $2.63M | 0.00% | −91,635−57.4% | Reduced |
| Prudential Financial Inc | 72,638 | $2.81M | 0.00% | −780−1.1% | Reduced |
| Millennium Management LLC | 78,205 | $3.02M | 0.00% | −11,050−12.4% | Reduced |
| Rhumbline Advisers | 79,531 | $3.07M | 0.00% | +1,174+1.5% | Added |
| Allspring Global Investments Holdings, LLC | 80,869 | $3.13M | 0.01% | −4,595−5.4% | Reduced |
| Advisory Research Inc | 92,282 | $3.57M | 0.34% | +2,907+3.3% | Added |
| Seizert Capital Partners, LLC | 96,526 | $3.73M | 0.20% | −7,301−7.0% | Reduced |
| Globeflex Capital L P | 97,984 | $3.79M | 0.48% | −15,230−13.5% | Reduced |
| Royce & Associates LP | 110,851 | $4.28M | 0.05% | +26,301+31.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 110,960 | $4.29M | 0.02% | −15,400−12.2% | Reduced |
| Nuveen Asset Management, LLC | 115,650 | $4.47M | 0.00% | −16,288−12.3% | Reduced |
| Goldman Sachs Group Inc | 118,706 | $4.59M | 0.00% | +613+0.5% | Added |
| Comerica Bank | 126,251 | $5.26M | 0.04% | −1,668−1.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 137,081 | $5.30M | 0.03% | −37,977−21.7% | Reduced |
| Voya Investment Management LLC | 138,543 | $5.35M | 0.01% | −646−0.5% | Reduced |
| Fisher Asset Management, LLC | 141,191 | $5.46M | 0.00% | +29,986+27.0% | Added |
| Ameriprise Financial Inc | 144,631 | $5.59M | 0.00% | −9,783−6.3% | Reduced |
| Principal Financial Group Inc | 153,293 | $5.92M | 0.00% | −11,140−6.8% | Reduced |
| Panagora Asset Management Inc | 169,756 | $6.56M | 0.04% | −2,594−1.5% | Reduced |
| Lazard Asset Management LLC | 212,811 | $8.22M | 0.01% | −51,948−19.6% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 216,448 | $8.37M | 4.97% | +2,445+1.1% | Added |
| Invesco Ltd. | 221,986 | $8.58M | 0.00% | −29,658−11.8% | Reduced |
| SEI Investments Co | 225,203 | $8.70M | 0.02% | −11,775−5.0% | Reduced |
| Bank of New York Mellon Corp | 293,428 | $11.3M | 0.00% | −7,741−2.6% | Reduced |
| D. E. Shaw & Co., Inc. | 316,490 | $12.2M | 0.02% | −30,610−8.8% | Reduced |
| Northern Trust Corp | 326,238 | $12.6M | 0.00% | −9,701−2.9% | Reduced |
| Charles Schwab Investment Management Inc | 329,617 | $12.7M | 0.00% | +8,353+2.6% | Added |
| JPMorgan Chase & Co | 332,487 | $12.9M | 0.00% | +357+0.1% | Added |
| Wedge Capital Management L L P | 354,144 | $13.7M | 0.22% | −11,504−3.1% | Reduced |
| LSV Asset Management | 370,133 | $14.3M | 0.03% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 388,161 | $15.0M | 0.13% | 00.0% | Unchanged |
| Morgan Stanley | 393,204 | $15.2M | 0.00% | +112,192+39.9% | Added |
| Tensile Capital Management LP | 408,298 | $15.8M | 2.47% | +408,298 | New |
| Private Management Group Inc | 473,091 | $18.3M | 0.81% | −9,292−1.9% | Reduced |
| Geode Capital Management, LLC | 515,649 | $19.9M | 0.00% | −7,466−1.4% | Reduced |
| Mawer Investment Management Ltd. | 525,925 | $20.3M | 0.11% | +525,925 | New |
| Fuller & Thaler Asset Management, Inc. | 806,154 | $31.2M | 0.20% | +1,825+0.2% | Added |
| Brookfield Asset Management Inc. | 894,317 | $34.6M | 0.13% | +109,761+14.0% | Added |
| State Street Corp | 1,005,283 | $38.9M | 0.00% | +38,843+4.0% | Added |
| Dimensional Fund Advisors LP | 1,006,805 | $38.9M | 0.01% | −3,066−0.3% | Reduced |
| Standard Life Aberdeen plc | 1,101,367 | $42.6M | 0.12% | −3,969−0.4% | Reduced |
| Rice Hall James & Associates, LLC | 1,168,484 | $45.2M | 2.59% | −8,261−0.7% | Reduced |
| Vanguard Group Inc | 1,764,976 | $68.2M | 0.00% | −29,332−1.6% | Reduced |
| American Century Companies Inc | 1,825,619 | $70.6M | 0.06% | −4,272−0.2% | Reduced |
| Simcoe Capital Management, LLC | 3,794,725 | $146.7M | 17.51% | 00.0% | Unchanged |