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 $967.3M in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Donnelley Financial Solutions, Inc. as of Jun 30, 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
- 211
- +14 vs. Q1 2023
- Shares held
- 26.9M
- −847.4K (−3.1%) vs. Q1 2023
- Total value
- $1.23B
- +$90.4M (+8.0%) vs. Q1 2023
- New holders
- 28
- 65 more added
- Sold out
- 14
- 74 more reduced
Compare with Q1 2023: 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 | $967.3M |
| Q1 2026 | 245 | $1.15B |
| Q4 2025 | 236 | $1.19B |
| Q3 2025 | 245 | $1.41B |
| Q2 2025 | 245 | $1.70B |
| Q1 2025 | 234 | $1.17B |
| Q4 2024 | 245 | $1.76B |
| Q3 2024 | 255 | $1.83B |
| Q2 2024 | 248 | $1.66B |
| Q1 2024 | 246 | $1.82B |
| Q4 2023 | 222 | $1.73B |
| Q3 2023 | 214 | $1.48B |
| Q2 2023 | 211 | $1.23B |
| Q1 2023 | 197 | $1.14B |
| Q4 2022 | 202 | $1.06B |
| Q3 2022 | 200 | $1.03B |
| Q2 2022 | 196 | $845.2M |
| Q1 2022 | 221 | $995.7M |
| Q4 2021 | 221 | $1.39B |
| Q3 2021 | 191 | $1.04B |
| Q2 2021 | 184 | $982.8M |
| Q1 2021 | 167 | $825.5M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Donnelley Financial Solutions, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,009,749 | $182.6M | 0.01% | −168,782−4.0% | Reduced |
| Simcoe Capital Management, LLC | 3,433,793 | $156.3M | 19.94% | −360,932−9.5% | Reduced |
| Vanguard Group Inc | 1,837,624 | $83.7M | 0.00% | +106,178+6.1% | Added |
| Rice Hall James & Associates, LLC | 1,069,556 | $48.7M | 2.76% | −1,740−0.2% | Reduced |
| Mawer Investment Management Ltd. | 1,042,249 | $47.5M | 0.25% | −6,656−0.6% | Reduced |
| Dimensional Fund Advisors LP | 973,239 | $44.3M | 0.01% | +3,270+0.3% | Added |
| American Century Companies Inc | 967,492 | $44.0M | 0.03% | −585,890−37.7% | Reduced |
| State Street Corp | 963,060 | $43.8M | 0.00% | −18,634−1.9% | Reduced |
| Standard Life Aberdeen plc | 826,988 | $37.7M | 0.09% | −159,527−16.2% | Reduced |
| Morgan Stanley | 726,372 | $33.1M | 0.00% | +76,807+11.8% | Added |
| Tensile Capital Management LP | 611,634 | $27.8M | 3.60% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 587,751 | $26.8M | 0.10% | +26,361+4.7% | Added |
| Geode Capital Management, LLC | 521,862 | $23.8M | 0.00% | +5,807+1.1% | Added |
| Marathon Asset Mgmt Ltd | 507,911 | $23.1M | 0.65% | +298,237+142.2% | Added |
| William Blair Investment Management, LLC | 507,706 | $23.1M | 0.07% | +5,504+1.1% | Added |
| LSV Asset Management | 430,633 | $19.6M | 0.04% | +50,100+13.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 396,078 | $18.0M | 0.10% | −25,451−6.0% | Reduced |
| Northern Trust Corp | 388,597 | $17.7M | 0.00% | +27,174+7.5% | Added |
| JPMorgan Chase & Co | 363,350 | $16.5M | 0.00% | −48,639−11.8% | Reduced |
| Charles Schwab Investment Management Inc | 313,898 | $14.3M | 0.00% | −10,602−3.3% | Reduced |
| Alberta Investment Management Corp | 301,174 | $13.7M | 0.13% | 00.0% | Unchanged |
| Private Management Group Inc | 276,690 | $12.6M | 0.54% | −59,500−17.7% | Reduced |
| Bank of New York Mellon Corp | 270,983 | $12.3M | 0.00% | −6,507−2.3% | Reduced |
| D. E. Shaw & Co., Inc. | 248,850 | $11.3M | 0.02% | −30,616−11.0% | Reduced |
| Invesco Ltd. | 245,245 | $11.2M | 0.00% | +12,540+5.4% | Added |
| O'Keefe Stevens Advisory, Inc. | 218,887 | $9.97M | 4.28% | +301+0.1% | Added |
| Wedge Capital Management L L P | 207,394 | $9.44M | 0.15% | −139,306−40.2% | Reduced |
| Voya Investment Management LLC | 206,560 | $9.40M | 0.01% | −101,502−32.9% | Reduced |
| Medina Singh Partners, LLC | 187,462 | $8.54M | 7.28% | +26,062+16.1% | Added |
| Panagora Asset Management Inc | 164,387 | $7.48M | 0.04% | −7,371−4.3% | Reduced |
| Royce & Associates LP | 163,634 | $7.45M | 0.07% | −1,495−0.9% | Reduced |
| Principal Financial Group Inc | 150,449 | $6.85M | 0.00% | −920−0.6% | Reduced |
| Eagle Asset Management Inc | 146,908 | $6.69M | 0.04% | +71,901+95.9% | Added |
| Goldman Sachs Group Inc | 144,779 | $6.59M | 0.00% | +9,161+6.8% | Added |
| SEI Investments Co | 137,966 | $6.28M | 0.01% | −64,684−31.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 133,424 | $6.07M | 0.01% | +32,826+32.6% | Added |
| Ameriprise Financial Inc | 128,068 | $5.83M | 0.00% | −1,879−1.4% | Reduced |
| Fisher Asset Management, LLC | 118,244 | $5.38M | 0.00% | −14,161−10.7% | Reduced |
| Nuveen Asset Management, LLC | 107,780 | $4.91M | 0.00% | −1,303−1.2% | Reduced |
| Advisory Research Inc | 94,190 | $4.29M | 0.55% | +18,562+24.5% | Added |
| Seizert Capital Partners, LLC | 93,990 | $4.28M | 0.23% | −5,479−5.5% | Reduced |
| Bank of America Corp | 85,571 | $3.90M | 0.00% | +3,126+3.8% | Added |
| HighTower Advisors, LLC | 84,062 | $3.84M | 0.01% | +35,698+73.8% | Added |
| Globeflex Capital L P | 82,284 | $3.75M | 0.42% | −15,700−16.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 79,410 | $3.62M | 0.02% | −2,250−2.8% | Reduced |
| Rhumbline Advisers | 78,237 | $3.56M | 0.00% | −4,103−5.0% | Reduced |
| Advisors Preferred, LLC | 70,002 | $3.20M | 0.79% | +70,002 | New |
| Legal & General Group Plc | 68,239 | $3.11M | 0.00% | +7,956+13.2% | Added |
| Prudential Financial Inc | 66,672 | $3.04M | 0.00% | +3,508+5.6% | Added |
| Millennium Management LLC | 65,946 | $3.00M | 0.00% | +56,734+615.9% | Added |
| Two Sigma Advisers, LP | 60,600 | $2.76M | 0.01% | −18,000−22.9% | Reduced |
| New York State Teachers Retirement System | 59,111 | $2.69M | 0.01% | −100−0.2% | Reduced |
| Swiss National Bank | 54,400 | $2.48M | 0.00% | −2,100−3.7% | Reduced |
| Cresset Asset Management, LLC | 53,605 | $2.44M | 0.02% | +2,178+4.2% | Added |
| Arrowstreet Capital, Limited Partnership | 53,522 | $2.44M | 0.00% | +33,859+172.2% | Added |
| First Trust Advisors LP | 53,474 | $2.43M | 0.00% | +53,474 | New |
| Tudor Investment Corp Et Al | 52,516 | $2.39M | 0.04% | +4,714+9.9% | Added |
| O'Shaughnessy Asset Management, LLC | 48,517 | $2.21M | 0.03% | +2,428+5.3% | Added |
| Public Sector Pension Investment Board | 44,922 | $2.05M | 0.01% | +901+2.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 44,443 | $2.02M | 0.01% | −11,901−21.1% | Reduced |
| Janney Montgomery Scott LLC | 42,205 | $1.92M | 0.01% | +2,413+6.1% | Added |
| UBS Asset Management Americas Inc | 44,713 | $1.83M | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 38,830 | $1.77M | 0.01% | +14,061+56.8% | Added |
| Victory Capital Management Inc | 38,311 | $1.74M | 0.00% | −3,089−7.5% | Reduced |
| Credit Suisse AG | 36,298 | $1.65M | 0.00% | +4,008+12.4% | Added |
| Assetmark, Inc | 33,484 | $1.52M | 0.01% | +1,557+4.9% | Added |
| Quantedge Capital Pte Ltd | 33,100 | $1.51M | 0.67% | +27,500+491.1% | Added |
| Alliancebernstein L.P. | 32,704 | $1.49M | 0.00% | +40.0% | Added |
| Great West Life Assurance Co | 30,559 | $1.39M | 0.00% | +690+2.3% | Added |
| California State Teachers Retirement System | 30,221 | $1.38M | 0.00% | −2,213−6.8% | Reduced |
| HRT Financial LP | 29,441 | $1.34M | 0.01% | +29,441 | New |
| Two Sigma Investments, LP | 29,300 | $1.33M | 0.00% | −13,600−31.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,608 | $1.30M | 0.01% | +2,106+7.9% | Added |
| Man Group plc | 27,939 | $1.27M | 0.00% | – | – |
| Macquarie Group Ltd | 27,300 | $1.24M | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 26,925 | $1.23M | 0.01% | +1,225+4.8% | Added |
| Bank of Montreal | 26,162 | $1.22M | 0.00% | +26,162 | New |
| Envestnet Asset Management Inc | 25,362 | $1.15M | 0.00% | +2,801+12.4% | Added |
| Price T Rowe Associates Inc | 24,418 | $1.11M | 0.00% | +935+4.0% | Added |
| Thrivent Financial for Lutherans | 24,210 | $1.10M | 0.00% | −595−2.4% | Reduced |
| SummerHaven Investment Management, LLC | 23,655 | $1.08M | 0.69% | −2,684−10.2% | Reduced |
| Russell Investments Group, Ltd. | 22,707 | $1.03M | 0.00% | −1,378−5.7% | Reduced |
| Texas Permanent School Fund | 22,284 | $1.01M | 0.01% | −162−0.7% | Reduced |
| UBS Group AG | 21,983 | $1.00M | 0.00% | +7,717+54.1% | Added |
| Citigroup Inc | 21,694 | $987.7K | 0.00% | +6,789+45.5% | Added |
| James Investment Research Inc | 20,924 | $952.7K | 0.12% | 00.0% | Unchanged |
| Delphi Management Inc | 20,854 | $949.0K | 0.99% | +20,854 | New |
| Ancora Advisors, LLC | 19,417 | $884.1K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 17,888 | $814.4K | 0.04% | +2,395+15.5% | Added |
| Virginia Retirement Systems Et Al | 17,200 | $783.1K | 0.01% | −4,700−21.5% | Reduced |
| State of Alaska, Department of Revenue | 16,652 | $758.0K | 0.01% | −487−2.8% | Reduced |
| Jane Street Group, LLC | 16,298 | $742.0K | 0.00% | +16,298 | New |
| STRS Ohio | 16,200 | $737.0K | 0.00% | −2,000−11.0% | Reduced |
| AQR Capital Management LLC | 16,056 | $731.0K | 0.00% | −1,402−8.0% | Reduced |
| TD Asset Management Inc | 15,500 | $705.7K | 0.00% | −4,000−20.5% | Reduced |
| BNP Paribas Arbitrage, SA | 14,316 | $651.8K | 0.00% | −7,379−34.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 14,203 | $646.7K | 0.00% | −22,441−61.2% | Reduced |
| Citadel Advisors LLC | 13,726 | $624.9K | 0.00% | −40,168−74.5% | Reduced |
| Barclays PLC | 13,449 | $612.3K | 0.00% | +336+2.6% | Added |
| Yousif Capital Management, LLC | 13,406 | $610.4K | 0.01% | −776−5.5% | Reduced |