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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 13,322 | $606.6K | 0.00% | −495−3.6% | Reduced |
| Louisiana State Employees Retirement System | 13,300 | $605.5K | 0.01% | +1,600+13.7% | Added |
| MetLife Investment Management | 13,234 | $602.5K | 0.00% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 13,092 | $596.1K | 0.20% | −60.0% | Reduced |
| Janus Henderson Group PLC | 12,935 | $588.7K | 0.00% | +50.0% | Added |
| Wells Fargo & Company | 12,717 | $579.0K | 0.00% | +5,753+82.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 12,630 | $575.0K | 0.00% | +12,630 | New |
| LPL Financial LLC | 12,582 | $572.9K | 0.00% | −345−2.7% | Reduced |
| Algert Global LLC | 12,560 | $571.9K | 0.02% | +5,970+90.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,474 | $567.9K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 11,879 | $540.9K | 0.00% | −2,584−17.9% | Reduced |
| Deutsche Bank AG | 11,469 | $522.2K | 0.00% | −5,444−32.2% | Reduced |
| Stifel Financial Corp | 11,351 | $516.8K | 0.00% | −249−2.1% | Reduced |
| Natixis Advisors, L.P. | 11,297 | $514.0K | 0.00% | +372+3.4% | Added |
| Amalgamated Bank | 11,097 | $505.0K | 0.00% | +362+3.4% | Added |
| Ensign Peak Advisors, Inc | 10,774 | $490.5K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 10,517 | $478.8K | 0.00% | +20+0.2% | Added |
| New York State Common Retirement Fund | 10,499 | $478.0K | 0.00% | −2,815−21.1% | Reduced |
| Susquehanna International Group, LLP | 10,409 | $473.9K | 0.00% | −7,050−40.4% | Reduced |
| Manufacturers Life Insurance Company, The | 10,151 | $462.2K | 0.00% | −361−3.4% | Reduced |
| Maryland State Retirement & Pension System | 9,860 | $448.9K | 0.01% | −219−2.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 9,500 | $432.5K | 0.02% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 8,505 | $387.2K | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 8,393 | $382.1K | 0.15% | +8,393 | New |
| Teachers Retirement System of the State of Kentucky | 8,315 | $378.0K | 0.00% | +448+5.7% | Added |
| Shell Asset Management Co | 8,181 | $372.0K | 0.01% | −46−0.6% | Reduced |
| Oregon Public Employees Retirement Fund | 7,841 | $357.0K | 0.00% | −200−2.5% | Reduced |
| Advisor Partners II, LLC | 7,658 | $348.7K | 0.02% | +193+2.6% | Added |
| State Board of Administration of Florida Retirement System | 7,029 | $320.0K | 0.00% | −3,370−32.4% | Reduced |
| Arizona State Retirement System | 7,018 | $319.5K | 0.00% | −571−7.5% | Reduced |
| CWM Advisors, LLC | 6,901 | $314.2K | 0.04% | +6,901 | New |
| Susquehanna Fundamental Investments, LLC | 6,900 | $314.2K | 0.01% | −4,800−41.0% | Reduced |
| Public Employees Retirement Association of Colorado | 6,610 | $301.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 6,530 | $297.3K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,550 | $290.0K | 0.02% | 00.0% | Unchanged |
| Winton Group Ltd | 6,303 | $287.0K | 0.02% | −3,633−36.6% | Reduced |
| AXA S.A. | 6,300 | $286.8K | 0.00% | +100+1.6% | Added |
| Petrus Trust Company, LTA | 6,208 | $282.6K | 0.03% | +6,208 | New |
| Trexquant Investment LP | 6,124 | $278.8K | 0.01% | +6,124 | New |
| Gotham Asset Management, LLC | 6,012 | $273.7K | 0.01% | −478−7.4% | Reduced |
| The PNC Financial Services Group, Inc. | 5,865 | $267.0K | 0.00% | +62+1.1% | Added |
| Engineers Gate Manager LP | 5,442 | $247.8K | 0.01% | +5,442 | New |
| First National Trust Co | 5,432 | $247.3K | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 5,152 | $234.6K | 0.03% | 00.0% | Unchanged |
| Caxton Associates LP | 5,100 | $232.2K | 0.03% | +5,100 | New |
| Gabelli Funds LLC | 5,000 | $227.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,994 | $227.4K | 0.01% | +4,160+498.8% | Added |
| Mutual of America Capital Management LLC | 4,943 | $225.1K | 0.00% | −212−4.1% | Reduced |
| Qube Research & Technologies Ltd | 4,923 | $224.1K | 0.00% | +4,923 | New |
| Dynamic Technology Lab Private Ltd | 4,800 | $219.0K | 0.03% | +4,800 | New |
| Baker Ellis Asset Management LLC | 4,800 | $218.5K | 0.04% | +4,800 | New |
| State of Wisconsin Investment Board | 4,774 | $217.4K | 0.00% | +4,774 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,656 | $212.0K | 0.00% | +837+21.9% | Added |
| Captrust Financial Advisors | 4,571 | $208.1K | 0.00% | +4,571 | New |
| Crescent Grove Advisors, LLC | 4,501 | $204.9K | 0.02% | +4,501 | New |
| Royal Bank of Canada | 3,878 | $177.0K | 0.00% | −716−15.6% | Reduced |
| FMR LLC | 3,478 | $158.3K | 0.00% | +866+33.2% | Added |
| Amundi | 3,165 | $144.5K | 0.00% | −241−7.1% | Reduced |
| Arlington Partners LLC | 2,775 | $126.3K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,657 | $120.0K | 0.00% | −2,943−52.6% | Reduced |
| State of Wyoming | 2,580 | $117.5K | 0.03% | +505+24.3% | Added |
| Ameritas Investment Partners, Inc. | 2,105 | $95.8K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,008 | $91.4K | 0.08% | +2,008 | New |
| KBC Group NV | 1,988 | $91.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,485 | $67.6K | 0.01% | −20−1.3% | Reduced |
| US Bancorp | 1,395 | $63.5K | 0.00% | +706+102.5% | Added |
| Advisor Group Holdings, Inc. | 1,355 | $61.7K | 0.00% | −134−9.0% | Reduced |
| Metropolitan Life Insurance Co | 1,352 | $61.6K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 1,191 | $54.2K | 0.02% | +120+11.2% | Added |
| Huntington National Bank | 1,034 | $47.1K | 0.00% | +368+55.3% | Added |
| Spire Wealth Management | 995 | $45.3K | 0.00% | −270−21.3% | Reduced |
| CWM, LLC | 806 | $37.0K | 0.00% | +500+163.4% | Added |
| Pinebridge Investments, L.P. | 654 | $29.8K | 0.00% | +654 | New |
| Quarry LP | 623 | $28.4K | 0.02% | +623 | New |
| Salem Investment Counselors Inc | 603 | $27.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 589 | $26.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 556 | $25.3K | 0.00% | +479+622.1% | Added |
| Federated Hermes, Inc. | 472 | $21.5K | 0.00% | −412−46.6% | Reduced |
| Nisa Investment Advisors, LLC | 460 | $20.9K | 0.00% | +300+187.5% | Added |
| TD Private Client Wealth LLC | 442 | $20.1K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 320 | $14.6K | 0.01% | +320 | New |
| Versant Capital Management, Inc | 250 | $11.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 183 | $8.33K | 0.00% | +183 | New |
| Covestor Ltd | 173 | $8.00K | 0.01% | +166+2,371.4% | Added |
| Parkside Financial Bank & Trust | 146 | $6.65K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 128 | $5.83K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $4.55K | 0.00% | 00.0% | Unchanged |
| 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 |
| GWM Advisors LLC | 86 | $3.92K | 0.00% | −10,637−99.2% | Reduced |
| Boyd Watterson Asset Management LLC | 76 | $3.46K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 61 | $2.78K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 55 | $2.50K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 54 | $2.46K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 54 | $2.46K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 48 | $2.00K | 0.00% | +17+54.8% | Added |
| First Horizon Advisors, Inc. | 41 | $1.87K | 0.00% | −13−24.1% | Reduced |
| Your Advocates Ltd., LLP | 30 | $1.37K | 0.00% | +30 | New |
| Baker Avenue Asset Management, LP | 26 | $1.18K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 25 | $1.14K | 0.00% | +25 | New |