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