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 |
|---|---|---|---|---|---|
| First Republic Investment Management, Inc. | 11,879 | $540.9K | 0.00% | −2,584−17.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,474 | $567.9K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 12,560 | $571.9K | 0.02% | +5,970+90.6% | Added |
| LPL Financial LLC | 12,582 | $572.9K | 0.00% | −345−2.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 12,630 | $575.0K | 0.00% | +12,630 | New |
| Wells Fargo & Company | 12,717 | $579.0K | 0.00% | +5,753+82.6% | Added |
| Janus Henderson Group PLC | 12,935 | $588.7K | 0.00% | +50.0% | Added |
| Corsair Capital Management, L.P. | 13,092 | $596.1K | 0.20% | −60.0% | Reduced |
| MetLife Investment Management | 13,234 | $602.5K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 13,300 | $605.5K | 0.01% | +1,600+13.7% | Added |
| American International Group, Inc. | 13,322 | $606.6K | 0.00% | −495−3.6% | Reduced |
| Yousif Capital Management, LLC | 13,406 | $610.4K | 0.01% | −776−5.5% | Reduced |
| Barclays PLC | 13,449 | $612.3K | 0.00% | +336+2.6% | Added |
| Citadel Advisors LLC | 13,726 | $624.9K | 0.00% | −40,168−74.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 14,203 | $646.7K | 0.00% | −22,441−61.2% | Reduced |
| BNP Paribas Arbitrage, SA | 14,316 | $651.8K | 0.00% | −7,379−34.0% | Reduced |
| TD Asset Management Inc | 15,500 | $705.7K | 0.00% | −4,000−20.5% | Reduced |
| AQR Capital Management LLC | 16,056 | $731.0K | 0.00% | −1,402−8.0% | Reduced |
| STRS Ohio | 16,200 | $737.0K | 0.00% | −2,000−11.0% | Reduced |
| Jane Street Group, LLC | 16,298 | $742.0K | 0.00% | +16,298 | New |
| State of Alaska, Department of Revenue | 16,652 | $758.0K | 0.01% | −487−2.8% | Reduced |
| Virginia Retirement Systems Et Al | 17,200 | $783.1K | 0.01% | −4,700−21.5% | Reduced |
| Ritholtz Wealth Management | 17,888 | $814.4K | 0.04% | +2,395+15.5% | Added |
| Ancora Advisors, LLC | 19,417 | $884.1K | 0.02% | 00.0% | Unchanged |
| Delphi Management Inc | 20,854 | $949.0K | 1.00% | +20,854 | New |
| James Investment Research Inc | 20,924 | $952.7K | 0.12% | 00.0% | Unchanged |
| Citigroup Inc | 21,694 | $987.7K | 0.00% | +6,789+45.5% | Added |
| UBS Group AG | 21,983 | $1.00M | 0.00% | +7,717+54.1% | Added |
| Texas Permanent School Fund | 22,284 | $1.01M | 0.01% | −162−0.7% | Reduced |
| Russell Investments Group, Ltd. | 22,707 | $1.03M | 0.00% | −1,378−5.7% | Reduced |
| SummerHaven Investment Management, LLC | 23,655 | $1.08M | 0.69% | −2,684−10.2% | Reduced |
| Thrivent Financial for Lutherans | 24,210 | $1.10M | 0.00% | −595−2.4% | Reduced |
| Price T Rowe Associates Inc | 24,418 | $1.11M | 0.00% | +935+4.0% | Added |
| Envestnet Asset Management Inc | 25,362 | $1.15M | 0.00% | +2,801+12.4% | Added |
| Bank of Montreal | 26,162 | $1.22M | 0.00% | +26,162 | New |
| Gamco Investors, Inc. Et Al | 26,925 | $1.23M | 0.01% | +1,225+4.8% | Added |
| Macquarie Group Ltd | 27,300 | $1.24M | 0.00% | 00.0% | Unchanged |
| Man Group plc | 27,939 | $1.27M | 0.00% | – | – |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,608 | $1.30M | 0.01% | +2,106+7.9% | Added |
| Two Sigma Investments, LP | 29,300 | $1.33M | 0.00% | −13,600−31.7% | Reduced |
| HRT Financial LP | 29,441 | $1.34M | 0.01% | +29,441 | New |
| California State Teachers Retirement System | 30,221 | $1.38M | 0.00% | −2,213−6.8% | Reduced |
| Great West Life Assurance Co | 30,559 | $1.39M | 0.00% | +690+2.3% | Added |
| Alliancebernstein L.P. | 32,704 | $1.49M | 0.00% | +40.0% | Added |
| Quantedge Capital Pte Ltd | 33,100 | $1.51M | 0.67% | +27,500+491.1% | Added |
| Assetmark, Inc | 33,484 | $1.52M | 0.01% | +1,557+4.9% | Added |
| Credit Suisse AG | 36,298 | $1.65M | 0.00% | +4,008+12.4% | Added |
| Victory Capital Management Inc | 38,311 | $1.74M | 0.00% | −3,089−7.5% | Reduced |
| Public Employees Retirement System of Ohio | 38,830 | $1.77M | 0.01% | +14,061+56.8% | Added |
| UBS Asset Management Americas Inc | 44,713 | $1.83M | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 42,205 | $1.92M | 0.01% | +2,413+6.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 44,443 | $2.02M | 0.01% | −11,901−21.1% | Reduced |
| Public Sector Pension Investment Board | 44,922 | $2.05M | 0.01% | +901+2.0% | Added |
| O'Shaughnessy Asset Management, LLC | 48,517 | $2.21M | 0.03% | +2,428+5.3% | Added |
| Tudor Investment Corp Et Al | 52,516 | $2.39M | 0.04% | +4,714+9.9% | Added |
| First Trust Advisors LP | 53,474 | $2.43M | 0.00% | +53,474 | New |
| Arrowstreet Capital, Limited Partnership | 53,522 | $2.44M | 0.00% | +33,859+172.2% | Added |
| Cresset Asset Management, LLC | 53,605 | $2.44M | 0.02% | +2,178+4.2% | Added |
| Swiss National Bank | 54,400 | $2.48M | 0.00% | −2,100−3.7% | Reduced |
| New York State Teachers Retirement System | 59,111 | $2.69M | 0.01% | −100−0.2% | Reduced |
| Two Sigma Advisers, LP | 60,600 | $2.76M | 0.01% | −18,000−22.9% | Reduced |
| Millennium Management LLC | 65,946 | $3.00M | 0.00% | +56,734+615.9% | Added |
| Prudential Financial Inc | 66,672 | $3.04M | 0.00% | +3,508+5.6% | Added |
| Legal & General Group Plc | 68,239 | $3.11M | 0.00% | +7,956+13.2% | Added |
| Advisors Preferred, LLC | 70,002 | $3.20M | 0.79% | +70,002 | New |
| Rhumbline Advisers | 78,237 | $3.56M | 0.00% | −4,103−5.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 79,410 | $3.62M | 0.02% | −2,250−2.8% | Reduced |
| Globeflex Capital L P | 82,284 | $3.75M | 0.42% | −15,700−16.0% | Reduced |
| HighTower Advisors, LLC | 84,062 | $3.84M | 0.01% | +35,698+73.8% | Added |
| Bank of America Corp | 85,571 | $3.90M | 0.00% | +3,126+3.8% | Added |
| Seizert Capital Partners, LLC | 93,990 | $4.28M | 0.23% | −5,479−5.5% | Reduced |
| Advisory Research Inc | 94,190 | $4.29M | 0.55% | +18,562+24.5% | Added |
| Nuveen Asset Management, LLC | 107,780 | $4.91M | 0.00% | −1,303−1.2% | Reduced |
| Fisher Asset Management, LLC | 118,244 | $5.38M | 0.00% | −14,161−10.7% | Reduced |
| Ameriprise Financial Inc | 128,068 | $5.83M | 0.00% | −1,879−1.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 133,424 | $6.07M | 0.01% | +32,826+32.6% | Added |
| SEI Investments Co | 137,966 | $6.28M | 0.01% | −64,684−31.9% | Reduced |
| Goldman Sachs Group Inc | 144,779 | $6.59M | 0.00% | +9,161+6.8% | Added |
| Eagle Asset Management Inc | 146,908 | $6.69M | 0.04% | +71,901+95.9% | Added |
| Principal Financial Group Inc | 150,449 | $6.85M | 0.00% | −920−0.6% | Reduced |
| Royce & Associates LP | 163,634 | $7.45M | 0.07% | −1,495−0.9% | Reduced |
| Panagora Asset Management Inc | 164,387 | $7.48M | 0.04% | −7,371−4.3% | Reduced |
| Medina Singh Partners, LLC | 187,462 | $8.54M | 7.28% | +26,062+16.1% | Added |
| Voya Investment Management LLC | 206,560 | $9.40M | 0.01% | −101,502−32.9% | Reduced |
| Wedge Capital Management L L P | 207,394 | $9.44M | 0.15% | −139,306−40.2% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 218,887 | $9.97M | 4.28% | +301+0.1% | Added |
| Invesco Ltd. | 245,245 | $11.2M | 0.00% | +12,540+5.4% | Added |
| D. E. Shaw & Co., Inc. | 248,850 | $11.3M | 0.02% | −30,616−11.0% | Reduced |
| Bank of New York Mellon Corp | 270,983 | $12.3M | 0.00% | −6,507−2.3% | Reduced |
| Private Management Group Inc | 276,690 | $12.6M | 0.54% | −59,500−17.7% | Reduced |
| Alberta Investment Management Corp | 301,174 | $13.7M | 0.13% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 313,898 | $14.3M | 0.00% | −10,602−3.3% | Reduced |
| JPMorgan Chase & Co | 363,350 | $16.5M | 0.00% | −48,639−11.8% | Reduced |
| Northern Trust Corp | 388,597 | $17.7M | 0.00% | +27,174+7.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 396,078 | $18.0M | 0.10% | −25,451−6.0% | Reduced |
| LSV Asset Management | 430,633 | $19.6M | 0.04% | +50,100+13.2% | Added |
| William Blair Investment Management, LLC | 507,706 | $23.1M | 0.07% | +5,504+1.1% | Added |
| Marathon Asset Mgmt Ltd | 507,911 | $23.1M | 0.65% | +298,237+142.2% | Added |
| Geode Capital Management, LLC | 521,862 | $23.8M | 0.00% | +5,807+1.1% | Added |
| Rockefeller Capital Management L.P. | 587,751 | $26.8M | 0.10% | +26,361+4.7% | Added |