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, Q3 2023
Institutional positions in Donnelley Financial Solutions, Inc. as of Sep 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
- 214
- +4 vs. Q2 2023
- Shares held
- 26.3M
- −583.8K (−2.2%) vs. Q2 2023
- Total value
- $1.48B
- +$258.5M (+21.1%) vs. Q2 2023
- New holders
- 22
- 53 more added
- Sold out
- 18
- 100 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Donnelley Financial Solutions, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signaturefd, LLC | 4 | $225 | 0.00% | −12−75.0% | Reduced |
| Parallel Advisors, LLC | 5 | $281 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 7 | $394 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9 | $507 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 10 | $563 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 12 | $675 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15 | $818 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 17 | $956 | 0.00% | −24−58.5% | Reduced |
| Farmers & Merchants Investments Inc | 18 | $1.01K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 20 | $1.13K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 26 | $1.46K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 37 | $2.00K | 0.00% | +37 | New |
| KB Financial Partners, LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 54 | $3.04K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 54 | $3.04K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 55 | $3.10K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 61 | $3.43K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 76 | $4.28K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 76 | $4.28K | 0.01% | +76 | New |
| Allworth Financial LP | 78 | $4.39K | 0.00% | +63+420.0% | Added |
| Bessemer Group Inc | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $5.63K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 128 | $7.20K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 146 | $8.22K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 151 | $8.50K | 0.00% | +151 | New |
| Covestor Ltd | 178 | $10.0K | 0.01% | +5+2.9% | Added |
| Caldwell Sutter Capital, Inc. | 183 | $10.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 250 | $14.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 326 | $15.0K | 0.00% | +239+274.7% | Added |
| TD Private Client Wealth LLC | 279 | $15.7K | 0.00% | −163−36.9% | Reduced |
| CWM, LLC | 306 | $17.0K | 0.00% | −500−62.0% | Reduced |
| Nisa Investment Advisors, LLC | 460 | $25.9K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 463 | $26.1K | 0.00% | −9−1.9% | Reduced |
| Quarry LP | 529 | $29.8K | 0.02% | −94−15.1% | Reduced |
| Quadrant Capital Group LLC | 556 | $31.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 583 | $32.8K | 0.00% | −6−1.0% | Reduced |
| Salem Investment Counselors Inc | 603 | $33.9K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 712 | $40.1K | 0.00% | +712 | New |
| KBC Group NV | 943 | $53.0K | 0.00% | −1,045−52.6% | Reduced |
| Spire Wealth Management | 970 | $54.6K | 0.00% | −25−2.5% | Reduced |
| Huntington National Bank | 1,032 | $58.1K | 0.00% | −2−0.2% | Reduced |
| Dorsey Wright & Associates | 1,151 | $64.8K | 0.02% | −40−3.4% | Reduced |
| Metropolitan Life Insurance Co | 1,428 | $80.4K | 0.00% | +76+5.6% | Added |
| North Star Investment Management Corp. | 1,475 | $83.0K | 0.01% | −10−0.7% | Reduced |
| State of Wyoming | 1,522 | $85.7K | 0.02% | −1,058−41.0% | Reduced |
| US Bancorp | 1,923 | $108.2K | 0.00% | +528+37.8% | Added |
| Ameritas Investment Partners, Inc. | 2,459 | $138.4K | 0.01% | +354+16.8% | Added |
| Nkcfo LLC | 2,500 | $141.0K | 0.08% | +2,500 | New |
| Tower Research Capital LLC (TRC) | 2,581 | $145.3K | 0.00% | −2,413−48.3% | Reduced |
| Amundi | 3,165 | $172.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,193 | $179.7K | 0.00% | −285−8.2% | Reduced |
| Advisor Group Holdings, Inc. | 3,418 | $192.4K | 0.00% | +2,063+152.3% | Added |
| ProShare Advisors LLC | 3,771 | $212.2K | 0.00% | +3,771 | New |
| PEAK6 Investments LLC | 3,927 | $221.0K | 0.01% | +3,927 | New |
| Gabelli Funds LLC | 4,000 | $225.1K | 0.00% | −1,000−20.0% | Reduced |
| Royal Bank of Canada | 4,210 | $237.0K | 0.00% | +332+8.6% | Added |
| Walleye Capital LLC | 4,238 | $238.5K | 0.00% | +4,238 | New |
| Mutual of America Capital Management LLC | 4,369 | $245.9K | 0.00% | −574−11.6% | Reduced |
| Crescent Grove Advisors, LLC | 4,501 | $253.3K | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,513 | $254.0K | 0.00% | −58−1.3% | Reduced |
| Susquehanna International Group, LLP | 4,589 | $258.3K | 0.00% | −5,820−55.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,656 | $262.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,749 | $267.0K | 0.00% | −1,861−28.2% | Reduced |
| Baker Ellis Asset Management LLC | 4,800 | $270.1K | 0.05% | 00.0% | Unchanged |
| Winton Group Ltd | 5,385 | $303.1K | 0.02% | −918−14.6% | Reduced |
| AXA S.A. | 5,400 | $303.9K | 0.00% | −900−14.3% | Reduced |
| Engineers Gate Manager LP | 5,400 | $303.9K | 0.01% | −42−0.8% | Reduced |
| First National Trust Co | 5,432 | $305.7K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 5,505 | $309.8K | 0.04% | −1,396−20.2% | Reduced |
| SG Americas Securities, LLC | 5,514 | $310.0K | 0.00% | +5,514 | New |
| Qube Research & Technologies Ltd | 5,736 | $322.8K | 0.00% | +813+16.5% | Added |
| The PNC Financial Services Group, Inc. | 5,849 | $329.2K | 0.00% | −16−0.3% | Reduced |
| Pathstone Family Office, LLC | 5,995 | $337.4K | 0.00% | +5,995 | New |
| Gotham Asset Management, LLC | 6,012 | $338.4K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,550 | $369.0K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,725 | $378.5K | 0.00% | −5,992−47.1% | Reduced |
| Diversified Trust Co | 6,807 | $383.1K | 0.01% | +277+4.2% | Added |
| Aureus Asset Management, LLC | 6,846 | $385.3K | 0.03% | +6,846 | New |
| State Board of Administration of Florida Retirement System | 7,079 | $398.4K | 0.00% | +50+0.7% | Added |
| Arizona State Retirement System | 7,122 | $400.8K | 0.00% | +104+1.5% | Added |
| Oregon Public Employees Retirement Fund | 7,441 | $418.8K | 0.01% | −400−5.1% | Reduced |
| Exchange Traded Concepts, LLC | 7,631 | $429.5K | 0.01% | +7,631 | New |
| Advisor Partners II, LLC | 7,663 | $431.3K | 0.02% | +5+0.1% | Added |
| Ellsworth Advisors, LLC | 8,443 | $448.2K | 0.16% | +8,443 | New |
| Shell Asset Management Co | 8,055 | $453.0K | 0.02% | −126−1.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,315 | $468.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 8,573 | $482.5K | 0.00% | −2,778−24.5% | Reduced |
| HRT Financial LP | 9,059 | $509.0K | 0.01% | −20,382−69.2% | Reduced |
| Maryland State Retirement & Pension System | 9,181 | $516.7K | 0.01% | −679−6.9% | Reduced |
| Raymond James & Associates | 9,245 | $520.3K | 0.00% | −1,272−12.1% | Reduced |
| Petrus Trust Company, LTA | 9,319 | $524.5K | 0.06% | +3,111+50.1% | Added |
| NorthCrest Asset Manangement, LLC | 9,500 | $534.7K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 9,762 | $549.4K | 0.00% | −2,820−22.4% | Reduced |
| Legato Capital Management LLC | 9,997 | $562.6K | 0.08% | +4,845+94.0% | Added |
| UBS Group AG | 10,314 | $580.5K | 0.00% | −11,669−53.1% | Reduced |
| New York State Common Retirement Fund | 10,502 | $591.1K | 0.00% | +30.0% | Added |
| Amalgamated Bank | 10,658 | $600.0K | 0.01% | −439−4.0% | Reduced |
| Ancora Advisors, LLC | 10,741 | $604.5K | 0.02% | −8,676−44.7% | Reduced |
| Ensign Peak Advisors, Inc | 10,774 | $606.4K | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 10,900 | $613.5K | 0.00% | −4,600−29.7% | Reduced |