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, 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 | $967.1M |
| 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, 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 |
|---|---|---|---|---|---|
| Comerica Bank | 5,024 | $4 | 0.00% | +5,024 | New |
| Parallel Advisors, LLC | 5 | $228 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 7 | $319 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9 | $410 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 10 | $455 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 12 | $546 | 0.00% | +12 | New |
| Global Retirement Partners, LLC | 15 | $683 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 15 | $683 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 16 | $728 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $820 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 20 | $911 | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 25 | $1.14K | 0.00% | +25 | New |
| Baker Avenue Asset Management, LP | 26 | $1.18K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 30 | $1.37K | 0.00% | +30 | New |
| First Horizon Advisors, Inc. | 41 | $1.87K | 0.00% | −13−24.1% | Reduced |
| KB Financial Partners, LLC | 48 | $2.00K | 0.00% | +17+54.8% | Added |
| Fifth Third Bancorp | 54 | $2.46K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 54 | $2.46K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 55 | $2.50K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 61 | $2.78K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 76 | $3.46K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 86 | $3.92K | 0.00% | −10,637−99.2% | Reduced |
| Ronald Blue Trust, Inc. | 87 | $4.00K | 0.00% | −789−90.1% | Reduced |
| Bessemer Group Inc | 87 | $4.00K | 0.00% | +27+45.0% | Added |
| First Manhattan Co | 100 | $4.55K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 128 | $5.83K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 146 | $6.65K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 173 | $8.00K | 0.01% | +166+2,371.4% | Added |
| Caldwell Sutter Capital, Inc. | 183 | $8.33K | 0.00% | +183 | New |
| Versant Capital Management, Inc | 250 | $11.4K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 320 | $14.6K | 0.01% | +320 | New |
| TD Private Client Wealth LLC | 442 | $20.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 460 | $20.9K | 0.00% | +300+187.5% | Added |
| Federated Hermes, Inc. | 472 | $21.5K | 0.00% | −412−46.6% | Reduced |
| Quadrant Capital Group LLC | 556 | $25.3K | 0.00% | +479+622.1% | Added |
| Lindbrook Capital, LLC | 589 | $26.8K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 603 | $27.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 623 | $28.4K | 0.02% | +623 | New |
| Pinebridge Investments, L.P. | 654 | $29.8K | 0.00% | +654 | New |
| CWM, LLC | 806 | $37.0K | 0.00% | +500+163.4% | Added |
| Spire Wealth Management | 995 | $45.3K | 0.00% | −270−21.3% | Reduced |
| Huntington National Bank | 1,034 | $47.1K | 0.00% | +368+55.3% | Added |
| Dorsey Wright & Associates | 1,191 | $54.2K | 0.02% | +120+11.2% | Added |
| Metropolitan Life Insurance Co | 1,352 | $61.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,355 | $61.7K | 0.00% | −134−9.0% | Reduced |
| US Bancorp | 1,395 | $63.5K | 0.00% | +706+102.5% | Added |
| North Star Investment Management Corp. | 1,485 | $67.6K | 0.01% | −20−1.3% | Reduced |
| KBC Group NV | 1,988 | $91.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,008 | $91.4K | 0.08% | +2,008 | New |
| Ameritas Investment Partners, Inc. | 2,105 | $95.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,580 | $117.5K | 0.03% | +505+24.3% | Added |
| Lazard Asset Management LLC | 2,657 | $120.0K | 0.00% | −2,943−52.6% | Reduced |
| Arlington Partners LLC | 2,775 | $126.3K | 0.02% | 00.0% | Unchanged |
| Amundi | 3,165 | $144.5K | 0.00% | −241−7.1% | Reduced |
| FMR LLC | 3,478 | $158.3K | 0.00% | +866+33.2% | Added |
| Royal Bank of Canada | 3,878 | $177.0K | 0.00% | −716−15.6% | Reduced |
| Crescent Grove Advisors, LLC | 4,501 | $204.9K | 0.02% | +4,501 | New |
| Captrust Financial Advisors | 4,571 | $208.1K | 0.00% | +4,571 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,656 | $212.0K | 0.00% | +837+21.9% | Added |
| State of Wisconsin Investment Board | 4,774 | $217.4K | 0.00% | +4,774 | New |
| Baker Ellis Asset Management LLC | 4,800 | $218.5K | 0.04% | +4,800 | New |
| Dynamic Technology Lab Private Ltd | 4,800 | $219.0K | 0.03% | +4,800 | New |
| Qube Research & Technologies Ltd | 4,923 | $224.1K | 0.00% | +4,923 | New |
| Mutual of America Capital Management LLC | 4,943 | $225.1K | 0.00% | −212−4.1% | Reduced |
| Tower Research Capital LLC (TRC) | 4,994 | $227.4K | 0.01% | +4,160+498.8% | Added |
| Gabelli Funds LLC | 5,000 | $227.7K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LP | 5,100 | $232.2K | 0.03% | +5,100 | New |
| Legato Capital Management LLC | 5,152 | $234.6K | 0.03% | 00.0% | Unchanged |
| First National Trust Co | 5,432 | $247.3K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 5,442 | $247.8K | 0.01% | +5,442 | New |
| The PNC Financial Services Group, Inc. | 5,865 | $267.0K | 0.00% | +62+1.1% | Added |
| Gotham Asset Management, LLC | 6,012 | $273.7K | 0.01% | −478−7.4% | Reduced |
| Trexquant Investment LP | 6,124 | $278.8K | 0.01% | +6,124 | New |
| Petrus Trust Company, LTA | 6,208 | $282.6K | 0.03% | +6,208 | New |
| AXA S.A. | 6,300 | $286.8K | 0.00% | +100+1.6% | Added |
| Winton Group Ltd | 6,303 | $287.0K | 0.02% | −3,633−36.6% | Reduced |
| Everence Capital Management Inc | 6,550 | $290.0K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 6,530 | $297.3K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,610 | $301.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 6,900 | $314.2K | 0.01% | −4,800−41.0% | Reduced |
| CWM Advisors, LLC | 6,901 | $314.2K | 0.04% | +6,901 | New |
| Arizona State Retirement System | 7,018 | $319.5K | 0.00% | −571−7.5% | Reduced |
| State Board of Administration of Florida Retirement System | 7,029 | $320.0K | 0.00% | −3,370−32.4% | Reduced |
| Advisor Partners II, LLC | 7,658 | $348.7K | 0.02% | +193+2.6% | Added |
| Oregon Public Employees Retirement Fund | 7,841 | $357.0K | 0.00% | −200−2.5% | Reduced |
| Shell Asset Management Co | 8,181 | $372.0K | 0.01% | −46−0.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,315 | $378.0K | 0.00% | +448+5.7% | Added |
| Atom Investors LP | 8,393 | $382.1K | 0.15% | +8,393 | New |
| State of Tennessee, Treasury Department | 8,505 | $387.2K | 0.00% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 9,500 | $432.5K | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 9,860 | $448.9K | 0.01% | −219−2.2% | Reduced |
| Manufacturers Life Insurance Company, The | 10,151 | $462.2K | 0.00% | −361−3.4% | Reduced |
| Susquehanna International Group, LLP | 10,409 | $473.9K | 0.00% | −7,050−40.4% | Reduced |
| New York State Common Retirement Fund | 10,499 | $478.0K | 0.00% | −2,815−21.1% | Reduced |
| Raymond James & Associates | 10,517 | $478.8K | 0.00% | +20+0.2% | Added |
| Ensign Peak Advisors, Inc | 10,774 | $490.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 11,097 | $505.0K | 0.00% | +362+3.4% | Added |
| Natixis Advisors, L.P. | 11,297 | $514.0K | 0.00% | +372+3.4% | Added |
| Stifel Financial Corp | 11,351 | $516.8K | 0.00% | −249−2.1% | Reduced |
| Deutsche Bank AG | 11,469 | $522.2K | 0.00% | −5,444−32.2% | Reduced |