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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 13,817 | $564.6K | 0.00% | +64+0.5% | Added |
| Yousif Capital Management, LLC | 14,182 | $579.5K | 0.01% | −1,725−10.8% | Reduced |
| UBS Group AG | 14,266 | $582.9K | 0.00% | −337−2.3% | Reduced |
| First Republic Investment Management, Inc. | 14,463 | $591.0K | 0.00% | −297−2.0% | Reduced |
| Citigroup Inc | 14,905 | $609.0K | 0.00% | −3,071−17.1% | Reduced |
| Ritholtz Wealth Management | 15,493 | $633.0K | 0.03% | +2,880+22.8% | Added |
| Deutsche Bank AG | 16,913 | $691.1K | 0.00% | +4,573+37.1% | Added |
| State of Alaska, Department of Revenue | 17,139 | $700.0K | 0.01% | −290−1.7% | Reduced |
| AQR Capital Management LLC | 17,458 | $713.3K | 0.00% | −18,220−51.1% | Reduced |
| Susquehanna International Group, LLP | 17,459 | $713.4K | 0.00% | −1,328−7.1% | Reduced |
| STRS Ohio | 18,200 | $743.0K | 0.00% | −600−3.2% | Reduced |
| Ancora Advisors, LLC | 19,417 | $793.4K | 0.02% | −2,493−11.4% | Reduced |
| TD Asset Management Inc | 19,500 | $796.8K | 0.00% | +4,000+25.8% | Added |
| Arrowstreet Capital, Limited Partnership | 19,663 | $803.0K | 0.00% | +19,663 | New |
| Balyasny Asset Management LLC | 20,671 | $844.6K | 0.00% | −1,541−6.9% | Reduced |
| James Investment Research Inc | 20,924 | $855.0K | 0.11% | +136+0.7% | Added |
| BNP Paribas Arbitrage, SA | 21,695 | $886.5K | 0.00% | +10,214+89.0% | Added |
| Virginia Retirement Systems Et Al | 21,900 | $894.8K | 0.01% | −700−3.1% | Reduced |
| Texas Permanent School Fund | 22,446 | $917.1K | 0.01% | +5,619+33.4% | Added |
| Envestnet Asset Management Inc | 22,561 | $921.8K | 0.00% | +8,736+63.2% | Added |
| Price T Rowe Associates Inc | 23,483 | $960.0K | 0.00% | −189−0.8% | Reduced |
| Russell Investments Group, Ltd. | 24,085 | $984.1K | 0.00% | −22,731−48.6% | Reduced |
| Public Employees Retirement System of Ohio | 24,769 | $1.01M | 0.00% | +24,265+4,814.5% | Added |
| Thrivent Financial for Lutherans | 24,805 | $1.01M | 0.00% | −869−3.4% | Reduced |
| Gamco Investors, Inc. Et Al | 25,700 | $1.05M | 0.01% | +5,000+24.2% | Added |
| SummerHaven Investment Management, LLC | 26,339 | $1.08M | 0.63% | +406+1.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,502 | $1.08M | 0.01% | −285−1.1% | Reduced |
| Macquarie Group Ltd | 27,300 | $1.11M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 29,869 | $1.22M | 0.00% | −3,452−10.4% | Reduced |
| Assetmark, Inc | 31,927 | $1.30M | 0.01% | +2,328+7.9% | Added |
| Credit Suisse AG | 32,290 | $1.32M | 0.00% | +652+2.1% | Added |
| California State Teachers Retirement System | 32,434 | $1.33M | 0.00% | −923−2.8% | Reduced |
| Alliancebernstein L.P. | 32,700 | $1.34M | 0.00% | −5,416−14.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 36,644 | $1.50M | 0.01% | +36,644 | New |
| Janney Montgomery Scott LLC | 39,792 | $1.63M | 0.01% | +3,259+8.9% | Added |
| Victory Capital Management Inc | 41,400 | $1.69M | 0.00% | +3,887+10.4% | Added |
| Two Sigma Investments, LP | 42,900 | $1.75M | 0.01% | +42,900 | New |
| Public Sector Pension Investment Board | 44,021 | $1.80M | 0.01% | −1,514−3.3% | Reduced |
| UBS Asset Management Americas Inc | 44,713 | $1.83M | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 46,089 | $1.88M | 0.03% | +8,098+21.3% | Added |
| Tudor Investment Corp Et Al | 47,802 | $1.95M | 0.04% | +47,802 | New |
| HighTower Advisors, LLC | 48,364 | $1.99M | 0.00% | +42,963+795.5% | Added |
| South Dakota Investment Council | 49,375 | $2.02M | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 51,427 | $2.10M | 0.04% | −31−0.1% | Reduced |
| Citadel Advisors LLC | 53,894 | $2.20M | 0.00% | +35,831+198.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 56,344 | $2.30M | 0.01% | −80,737−58.9% | Reduced |
| Swiss National Bank | 56,500 | $2.31M | 0.00% | −8,100−12.5% | Reduced |
| New York State Teachers Retirement System | 59,211 | $2.42M | 0.01% | −788−1.3% | Reduced |
| Legal & General Group Plc | 60,283 | $2.46M | 0.00% | −1,280−2.1% | Reduced |
| Prudential Financial Inc | 63,164 | $2.58M | 0.00% | −9,474−13.0% | Reduced |
| Candriam Luxembourg S.C.A. | 71,489 | $2.69M | 0.02% | +71,489 | New |
| Eagle Asset Management Inc | 75,007 | $3.06M | 0.02% | +75,007 | New |
| Advisory Research Inc | 75,628 | $3.09M | 0.51% | −16,654−18.0% | Reduced |
| Two Sigma Advisers, LP | 78,600 | $3.21M | 0.01% | +49,300+168.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 81,660 | $3.34M | 0.02% | −29,300−26.4% | Reduced |
| Rhumbline Advisers | 82,340 | $3.36M | 0.00% | +2,809+3.5% | Added |
| Bank of America Corp | 82,445 | $3.37M | 0.00% | +14,394+21.2% | Added |
| Globeflex Capital L P | 97,984 | $4.00M | 0.49% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 99,469 | $4.06M | 0.22% | +2,943+3.0% | Added |
| Allspring Global Investments Holdings, LLC | 100,598 | $4.11M | 0.01% | +19,729+24.4% | Added |
| Nuveen Asset Management, LLC | 109,083 | $4.46M | 0.00% | −6,567−5.7% | Reduced |
| Ameriprise Financial Inc | 129,947 | $5.31M | 0.00% | −14,684−10.2% | Reduced |
| Fisher Asset Management, LLC | 132,405 | $5.41M | 0.00% | −8,786−6.2% | Reduced |
| Goldman Sachs Group Inc | 135,618 | $5.54M | 0.00% | +16,912+14.2% | Added |
| Principal Financial Group Inc | 151,369 | $6.18M | 0.00% | −1,924−1.3% | Reduced |
| Medina Singh Partners, LLC | 161,400 | $6.59M | 5.62% | +161,400 | New |
| Royce & Associates LP | 165,129 | $6.75M | 0.07% | +54,278+49.0% | Added |
| Panagora Asset Management Inc | 171,758 | $7.02M | 0.04% | +2,002+1.2% | Added |
| SEI Investments Co | 202,650 | $8.28M | 0.02% | −22,553−10.0% | Reduced |
| Marathon Asset Mgmt Ltd | 209,674 | $8.57M | 0.24% | +209,674 | New |
| O'Keefe Stevens Advisory, Inc. | 218,586 | $8.93M | 4.41% | +2,138+1.0% | Added |
| Invesco Ltd. | 232,705 | $9.51M | 0.00% | +10,719+4.8% | Added |
| Bank of New York Mellon Corp | 277,490 | $11.3M | 0.00% | −15,938−5.4% | Reduced |
| D. E. Shaw & Co., Inc. | 279,466 | $11.4M | 0.02% | −37,024−11.7% | Reduced |
| Alberta Investment Management Corp | 301,174 | $12.3M | 0.12% | −86,987−22.4% | Reduced |
| Voya Investment Management LLC | 308,062 | $12.6M | 0.01% | +169,519+122.4% | Added |
| Charles Schwab Investment Management Inc | 324,500 | $13.3M | 0.00% | −5,117−1.6% | Reduced |
| Private Management Group Inc | 336,190 | $13.7M | 0.62% | −136,901−28.9% | Reduced |
| Wedge Capital Management L L P | 346,700 | $14.2M | 0.24% | −7,444−2.1% | Reduced |
| Northern Trust Corp | 361,423 | $14.8M | 0.00% | +35,185+10.8% | Added |
| LSV Asset Management | 380,533 | $15.5M | 0.03% | +10,400+2.8% | Added |
| JPMorgan Chase & Co | 411,989 | $16.8M | 0.00% | +79,502+23.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 421,529 | $17.2M | 0.10% | −384,625−47.7% | Reduced |
| William Blair Investment Management, LLC | 502,202 | $20.5M | 0.07% | +502,202 | New |
| Geode Capital Management, LLC | 516,055 | $21.1M | 0.00% | +406+0.1% | Added |
| Rockefeller Capital Management L.P. | 561,390 | $22.9M | 0.10% | +534,572+1,993.3% | Added |
| Tensile Capital Management LP | 611,634 | $25.0M | 3.39% | +203,336+49.8% | Added |
| Morgan Stanley | 649,565 | $26.5M | 0.00% | +256,361+65.2% | Added |
| Dimensional Fund Advisors LP | 969,969 | $39.6M | 0.01% | −36,836−3.7% | Reduced |
| State Street Corp | 981,694 | $40.1M | 0.00% | −23,589−2.3% | Reduced |
| Standard Life Aberdeen plc | 986,515 | $40.3M | 0.10% | −114,852−10.4% | Reduced |
| Mawer Investment Management Ltd. | 1,048,905 | $42.9M | 0.23% | +522,980+99.4% | Added |
| Rice Hall James & Associates, LLC | 1,071,296 | $43.8M | 2.49% | −97,188−8.3% | Reduced |
| American Century Companies Inc | 1,553,382 | $63.5M | 0.05% | −272,237−14.9% | Reduced |
| Vanguard Group Inc | 1,731,446 | $70.7M | 0.00% | −33,530−1.9% | Reduced |
| Simcoe Capital Management, LLC | 3,794,725 | $155.1M | 20.26% | 00.0% | Unchanged |
| BlackRock Inc. | 4,178,531 | $170.7M | 0.01% | −11,566−0.3% | Reduced |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −894,317−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −61,906−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −46,937−100.0% | Sold out |