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