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 |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5 | $204 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5 | $204 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 6 | $245 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 7 | $286 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9 | $368 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 10 | $409 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 15 | $613 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 16 | $654 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15 | $662 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $735 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 20 | $817 | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 31 | $1.00K | 0.00% | +31 | New |
| Baker Avenue Asset Management, LP | 26 | $1.06K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 54 | $2.21K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 54 | $2.21K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 54 | $2.21K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 55 | $2.25K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 61 | $2.49K | 0.00% | −12−16.4% | Reduced |
| Boyd Watterson Asset Management LLC | 76 | $3.10K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 77 | $3.15K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 100 | $4.00K | 0.00% | −4,984−98.0% | Reduced |
| First Manhattan Co | 100 | $4.09K | 0.00% | +100 | New |
| Moisand Fitzgerald Tamayo, LLC | 128 | $5.23K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 146 | $5.97K | 0.00% | −36−19.8% | Reduced |
| Nisa Investment Advisors, LLC | 160 | $7.00K | 0.00% | −10,650−98.5% | Reduced |
| Belpointe Asset Management LLC | 181 | $7.40K | 0.00% | +23+14.6% | Added |
| TCI Wealth Advisors, Inc. | 236 | $9.64K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 250 | $10.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 306 | $13.0K | 0.00% | +103+50.7% | Added |
| TD Private Client Wealth LLC | 442 | $18.1K | 0.00% | −195−30.6% | Reduced |
| Lindbrook Capital, LLC | 589 | $24.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 603 | $24.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 666 | $27.2K | 0.00% | +666 | New |
| US Bancorp | 689 | $28.2K | 0.00% | +590+596.0% | Added |
| Altshuler Shaham Ltd | 742 | $30.3K | 0.00% | +742 | New |
| Aquatic Capital Management LLC | 800 | $33.0K | 0.00% | +800 | New |
| Tower Research Capital LLC (TRC) | 834 | $34.0K | 0.00% | −662−44.3% | Reduced |
| Ronald Blue Trust, Inc. | 876 | $34.0K | 0.00% | +47+5.7% | Added |
| Federated Hermes, Inc. | 884 | $36.1K | 0.00% | −121−12.0% | Reduced |
| Dorsey Wright & Associates | 1,071 | $43.8K | 0.01% | −210−16.4% | Reduced |
| Spire Wealth Management | 1,265 | $51.7K | 0.00% | +415+48.8% | Added |
| Metropolitan Life Insurance Co | 1,352 | $55.2K | 0.00% | −154−10.2% | Reduced |
| Advisor Group Holdings, Inc. | 1,489 | $60.8K | 0.00% | −187−11.2% | Reduced |
| North Star Investment Management Corp. | 1,505 | $61.5K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,988 | $81.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,075 | $84.8K | 0.03% | −3,177−60.5% | Reduced |
| Ameritas Investment Partners, Inc. | 2,105 | $86.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,612 | $106.7K | 0.00% | +136+5.5% | Added |
| Arlington Partners LLC | 2,775 | $113.4K | 0.02% | 00.0% | Unchanged |
| Amundi | 3,406 | $138.7K | 0.00% | +3,406 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,819 | $156.0K | 0.00% | −901−19.1% | Reduced |
| SG Americas Securities, LLC | 4,580 | $187.0K | 0.00% | −23,153−83.5% | Reduced |
| Royal Bank of Canada | 4,594 | $188.0K | 0.00% | −2,539−35.6% | Reduced |
| Mercer Global Advisors Inc | 4,960 | $203.0K | 0.00% | −512−9.4% | Reduced |
| Gabelli Funds LLC | 5,000 | $204.3K | 0.00% | +5,000 | New |
| AE Wealth Management LLC | 5,022 | $205.2K | 0.00% | +5,022 | New |
| Legato Capital Management LLC | 5,152 | $210.5K | 0.04% | −415−7.5% | Reduced |
| Mutual of America Capital Management LLC | 5,155 | $210.6K | 0.00% | −91−1.7% | Reduced |
| First National Trust Co | 5,432 | $222.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5,600 | $228.0K | 0.00% | −207,211−97.4% | Reduced |
| Quantedge Capital Pte Ltd | 5,600 | $228.8K | 0.09% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,803 | $237.1K | 0.00% | +2,575+79.8% | Added |
| AXA S.A. | 6,200 | $253.3K | 0.00% | −6,300−50.4% | Reduced |
| Gotham Asset Management, LLC | 6,490 | $265.2K | 0.01% | +807+14.2% | Added |
| Diversified Trust Co | 6,530 | $266.8K | 0.01% | +266+4.2% | Added |
| Everence Capital Management Inc | 6,550 | $268.0K | 0.02% | 00.0% | Unchanged |
| Algert Global LLC | 6,590 | $269.3K | 0.01% | −33,197−83.4% | Reduced |
| Public Employees Retirement Association of Colorado | 6,610 | $270.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,964 | $284.6K | 0.00% | +5,446+358.8% | Added |
| Advisor Partners II, LLC | 7,465 | $305.0K | 0.02% | +88+1.2% | Added |
| Arizona State Retirement System | 7,589 | $310.1K | 0.00% | +42+0.6% | Added |
| Teachers Retirement System of the State of Kentucky | 7,867 | $322.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 8,041 | $328.6K | 0.00% | −290−3.5% | Reduced |
| Shell Asset Management Co | 8,227 | $336.0K | 0.01% | −29−0.4% | Reduced |
| State of Tennessee, Treasury Department | 8,505 | $347.5K | 0.00% | −3,287−27.9% | Reduced |
| Millennium Management LLC | 9,212 | $376.0K | 0.00% | −68,993−88.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 9,500 | $388.2K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 9,919 | $405.3K | 0.01% | −340−3.3% | Reduced |
| Winton Group Ltd | 9,936 | $406.0K | 0.02% | +1,433+16.9% | Added |
| Maryland State Retirement & Pension System | 10,079 | $411.8K | 0.01% | −224−2.2% | Reduced |
| State Board of Administration of Florida Retirement System | 10,399 | $424.9K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 10,497 | $428.9K | 0.00% | −178−1.7% | Reduced |
| Manufacturers Life Insurance Company, The | 10,512 | $429.5K | 0.00% | +440+4.4% | Added |
| GWM Advisors LLC | 10,723 | $438.1K | 0.01% | +10,722+1,072,200.0% | Added |
| Amalgamated Bank | 10,735 | $439.0K | 0.00% | −912−7.8% | Reduced |
| Ensign Peak Advisors, Inc | 10,774 | $440.2K | 0.00% | +100+0.9% | Added |
| Natixis Advisors, L.P. | 10,925 | $446.0K | 0.00% | +10,925 | New |
| Stifel Financial Corp | 11,600 | $474.0K | 0.00% | −2,300−16.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 11,700 | $478.1K | 0.01% | −1,263−9.7% | Reduced |
| Louisiana State Employees Retirement System | 11,700 | $478.1K | 0.01% | −200−1.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,474 | $509.7K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 12,930 | $528.1K | 0.00% | +6,737+108.8% | Added |
| LPL Financial LLC | 12,927 | $528.2K | 0.00% | +7,630+144.0% | Added |
| Corsair Capital Management, L.P. | 13,098 | $535.2K | 0.20% | −20−0.2% | Reduced |
| Barclays PLC | 13,113 | $535.8K | 0.00% | +924+7.6% | Added |
| MetLife Investment Management | 13,234 | $540.7K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 13,314 | $544.0K | 0.00% | −7,405−35.7% | Reduced |
| Man Group plc | – | $545.6K | 0.00% | – | – |