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, Q1 2023
Institutional positions in Donnelley Financial Solutions, Inc. as of Mar 31, 2023. 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
- 197
- −2 vs. Q4 2022
- Shares held
- 27.8M
- +363.6K (+1.3%) vs. Q4 2022
- Total value
- $1.14B
- +$78.2M (+7.4%) vs. Q4 2022
- New holders
- 18
- 56 more added
- Sold out
- 20
- 79 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Donnelley Financial Solutions, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,178,531 | $170.7M | 0.01% | −11,566−0.3% | Reduced |
| Simcoe Capital Management, LLC | 3,794,725 | $155.1M | 20.26% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,731,446 | $70.7M | 0.00% | −33,530−1.9% | Reduced |
| American Century Companies Inc | 1,553,382 | $63.5M | 0.05% | −272,237−14.9% | Reduced |
| Rice Hall James & Associates, LLC | 1,071,296 | $43.8M | 2.49% | −97,188−8.3% | Reduced |
| Mawer Investment Management Ltd. | 1,048,905 | $42.9M | 0.23% | +522,980+99.4% | Added |
| Standard Life Aberdeen plc | 986,515 | $40.3M | 0.10% | −114,852−10.4% | Reduced |
| State Street Corp | 981,694 | $40.1M | 0.00% | −23,589−2.3% | Reduced |
| Dimensional Fund Advisors LP | 969,969 | $39.6M | 0.01% | −36,836−3.7% | Reduced |
| Morgan Stanley | 649,565 | $26.5M | 0.00% | +256,361+65.2% | Added |
| Tensile Capital Management LP | 611,634 | $25.0M | 3.39% | +203,336+49.8% | Added |
| Rockefeller Capital Management L.P. | 561,390 | $22.9M | 0.10% | +534,572+1,993.3% | Added |
| Geode Capital Management, LLC | 516,055 | $21.1M | 0.00% | +406+0.1% | Added |
| William Blair Investment Management, LLC | 502,202 | $20.5M | 0.07% | +502,202 | New |
| Fuller & Thaler Asset Management, Inc. | 421,529 | $17.2M | 0.10% | −384,625−47.7% | Reduced |
| JPMorgan Chase & Co | 411,989 | $16.8M | 0.00% | +79,502+23.9% | Added |
| LSV Asset Management | 380,533 | $15.5M | 0.03% | +10,400+2.8% | Added |
| Northern Trust Corp | 361,423 | $14.8M | 0.00% | +35,185+10.8% | Added |
| Wedge Capital Management L L P | 346,700 | $14.2M | 0.24% | −7,444−2.1% | Reduced |
| Private Management Group Inc | 336,190 | $13.7M | 0.62% | −136,901−28.9% | Reduced |
| Charles Schwab Investment Management Inc | 324,500 | $13.3M | 0.00% | −5,117−1.6% | Reduced |
| Voya Investment Management LLC | 308,062 | $12.6M | 0.01% | +169,519+122.4% | Added |
| Alberta Investment Management Corp | 301,174 | $12.3M | 0.12% | −86,987−22.4% | Reduced |
| D. E. Shaw & Co., Inc. | 279,466 | $11.4M | 0.02% | −37,024−11.7% | Reduced |
| Bank of New York Mellon Corp | 277,490 | $11.3M | 0.00% | −15,938−5.4% | Reduced |
| Invesco Ltd. | 232,705 | $9.51M | 0.00% | +10,719+4.8% | Added |
| O'Keefe Stevens Advisory, Inc. | 218,586 | $8.93M | 4.41% | +2,138+1.0% | Added |
| Marathon Asset Mgmt Ltd | 209,674 | $8.57M | 0.24% | +209,674 | New |
| SEI Investments Co | 202,650 | $8.28M | 0.02% | −22,553−10.0% | Reduced |
| Panagora Asset Management Inc | 171,758 | $7.02M | 0.04% | +2,002+1.2% | Added |
| Royce & Associates LP | 165,129 | $6.75M | 0.07% | +54,278+49.0% | Added |
| Medina Singh Partners, LLC | 161,400 | $6.59M | 5.62% | +161,400 | New |
| Principal Financial Group Inc | 151,369 | $6.18M | 0.00% | −1,924−1.3% | Reduced |
| Goldman Sachs Group Inc | 135,618 | $5.54M | 0.00% | +16,912+14.2% | Added |
| Fisher Asset Management, LLC | 132,405 | $5.41M | 0.00% | −8,786−6.2% | Reduced |
| Ameriprise Financial Inc | 129,947 | $5.31M | 0.00% | −14,684−10.2% | Reduced |
| Nuveen Asset Management, LLC | 109,083 | $4.46M | 0.00% | −6,567−5.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 100,598 | $4.11M | 0.01% | +19,729+24.4% | Added |
| Seizert Capital Partners, LLC | 99,469 | $4.06M | 0.22% | +2,943+3.0% | Added |
| Globeflex Capital L P | 97,984 | $4.00M | 0.49% | 00.0% | Unchanged |
| Bank of America Corp | 82,445 | $3.37M | 0.00% | +14,394+21.2% | Added |
| Rhumbline Advisers | 82,340 | $3.36M | 0.00% | +2,809+3.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 81,660 | $3.34M | 0.02% | −29,300−26.4% | Reduced |
| Two Sigma Advisers, LP | 78,600 | $3.21M | 0.01% | +49,300+168.3% | Added |
| Advisory Research Inc | 75,628 | $3.09M | 0.51% | −16,654−18.0% | Reduced |
| Eagle Asset Management Inc | 75,007 | $3.06M | 0.02% | +75,007 | New |
| Candriam Luxembourg S.C.A. | 71,489 | $2.69M | 0.02% | +71,489 | New |
| Prudential Financial Inc | 63,164 | $2.58M | 0.00% | −9,474−13.0% | Reduced |
| Legal & General Group Plc | 60,283 | $2.46M | 0.00% | −1,280−2.1% | Reduced |
| New York State Teachers Retirement System | 59,211 | $2.42M | 0.01% | −788−1.3% | Reduced |
| Swiss National Bank | 56,500 | $2.31M | 0.00% | −8,100−12.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 56,344 | $2.30M | 0.01% | −80,737−58.9% | Reduced |
| Citadel Advisors LLC | 53,894 | $2.20M | 0.00% | +35,831+198.4% | Added |
| Cresset Asset Management, LLC | 51,427 | $2.10M | 0.04% | −31−0.1% | Reduced |
| South Dakota Investment Council | 49,375 | $2.02M | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 48,364 | $1.99M | 0.00% | +42,963+795.5% | Added |
| Tudor Investment Corp Et Al | 47,802 | $1.95M | 0.04% | +47,802 | New |
| O'Shaughnessy Asset Management, LLC | 46,089 | $1.88M | 0.03% | +8,098+21.3% | Added |
| UBS Asset Management Americas Inc | 44,713 | $1.83M | 0.00% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 44,021 | $1.80M | 0.01% | −1,514−3.3% | Reduced |
| Two Sigma Investments, LP | 42,900 | $1.75M | 0.01% | +42,900 | New |
| Victory Capital Management Inc | 41,400 | $1.69M | 0.00% | +3,887+10.4% | Added |
| Janney Montgomery Scott LLC | 39,792 | $1.63M | 0.01% | +3,259+8.9% | Added |
| Jacobs Levy Equity Management, Inc | 36,644 | $1.50M | 0.01% | +36,644 | New |
| Alliancebernstein L.P. | 32,700 | $1.34M | 0.00% | −5,416−14.2% | Reduced |
| California State Teachers Retirement System | 32,434 | $1.33M | 0.00% | −923−2.8% | Reduced |
| Credit Suisse AG | 32,290 | $1.32M | 0.00% | +652+2.1% | Added |
| Assetmark, Inc | 31,927 | $1.30M | 0.01% | +2,328+7.9% | Added |
| Great West Life Assurance Co | 29,869 | $1.22M | 0.00% | −3,452−10.4% | Reduced |
| Macquarie Group Ltd | 27,300 | $1.11M | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,502 | $1.08M | 0.01% | −285−1.1% | Reduced |
| SummerHaven Investment Management, LLC | 26,339 | $1.08M | 0.63% | +406+1.6% | Added |
| Gamco Investors, Inc. Et Al | 25,700 | $1.05M | 0.01% | +5,000+24.2% | Added |
| Thrivent Financial for Lutherans | 24,805 | $1.01M | 0.00% | −869−3.4% | Reduced |
| Public Employees Retirement System of Ohio | 24,769 | $1.01M | 0.00% | +24,265+4,814.5% | Added |
| Russell Investments Group, Ltd. | 24,085 | $984.1K | 0.00% | −22,731−48.6% | Reduced |
| Price T Rowe Associates Inc | 23,483 | $960.0K | 0.00% | −189−0.8% | Reduced |
| Envestnet Asset Management Inc | 22,561 | $921.8K | 0.00% | +8,736+63.2% | Added |
| Texas Permanent School Fund | 22,446 | $917.1K | 0.01% | +5,619+33.4% | Added |
| Virginia Retirement Systems Et Al | 21,900 | $894.8K | 0.01% | −700−3.1% | Reduced |
| BNP Paribas Arbitrage, SA | 21,695 | $886.5K | 0.00% | +10,214+89.0% | Added |
| James Investment Research Inc | 20,924 | $855.0K | 0.11% | +136+0.7% | Added |
| Balyasny Asset Management LLC | 20,671 | $844.6K | 0.00% | −1,541−6.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 19,663 | $803.0K | 0.00% | +19,663 | New |
| TD Asset Management Inc | 19,500 | $796.8K | 0.00% | +4,000+25.8% | Added |
| Ancora Advisors, LLC | 19,417 | $793.4K | 0.02% | −2,493−11.4% | Reduced |
| STRS Ohio | 18,200 | $743.0K | 0.00% | −600−3.2% | Reduced |
| Susquehanna International Group, LLP | 17,459 | $713.4K | 0.00% | −1,328−7.1% | Reduced |
| AQR Capital Management LLC | 17,458 | $713.3K | 0.00% | −18,220−51.1% | Reduced |
| State of Alaska, Department of Revenue | 17,139 | $700.0K | 0.01% | −290−1.7% | Reduced |
| Deutsche Bank AG | 16,913 | $691.1K | 0.00% | +4,573+37.1% | Added |
| Ritholtz Wealth Management | 15,493 | $633.0K | 0.03% | +2,880+22.8% | Added |
| Citigroup Inc | 14,905 | $609.0K | 0.00% | −3,071−17.1% | Reduced |
| First Republic Investment Management, Inc. | 14,463 | $591.0K | 0.00% | −297−2.0% | Reduced |
| UBS Group AG | 14,266 | $582.9K | 0.00% | −337−2.3% | Reduced |
| Yousif Capital Management, LLC | 14,182 | $579.5K | 0.01% | −1,725−10.8% | Reduced |
| American International Group, Inc. | 13,817 | $564.6K | 0.00% | +64+0.5% | Added |
| Man Group plc | – | $545.6K | 0.00% | – | – |
| New York State Common Retirement Fund | 13,314 | $544.0K | 0.00% | −7,405−35.7% | Reduced |
| MetLife Investment Management | 13,234 | $540.7K | 0.00% | 00.0% | Unchanged |