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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 13,415 | $755.0K | 0.01% | +13,415 | New |
| MetLife Investment Management | 13,234 | $744.8K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 13,165 | $740.9K | 0.00% | +3,014+29.7% | Added |
| Janus Henderson Group PLC | 12,942 | $729.1K | 0.00% | +7+0.1% | Added |
| Deutsche Bank AG | 12,918 | $727.0K | 0.00% | +1,449+12.6% | Added |
| Louisiana State Employees Retirement System | 12,700 | $714.8K | 0.02% | −600−4.5% | Reduced |
| Barclays PLC | 12,505 | $703.8K | 0.00% | −944−7.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,474 | $702.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 12,347 | $694.9K | 0.01% | −1,059−7.9% | Reduced |
| Virginia Retirement Systems Et Al | 11,700 | $658.5K | 0.01% | −5,500−32.0% | Reduced |
| First Republic Investment Management, Inc. | 11,520 | $648.3K | 0.00% | −359−3.0% | Reduced |
| State of Wisconsin Investment Board | 11,147 | $627.4K | 0.00% | +6,373+133.5% | Added |
| Natixis Advisors, L.P. | 11,108 | $625.0K | 0.00% | −189−1.7% | Reduced |
| Corsair Capital Management, L.P. | 11,091 | $624.2K | 0.21% | −2,001−15.3% | Reduced |
| TD Asset Management Inc | 10,900 | $613.5K | 0.00% | −4,600−29.7% | Reduced |
| Ensign Peak Advisors, Inc | 10,774 | $606.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10,741 | $604.5K | 0.02% | −8,676−44.7% | Reduced |
| Amalgamated Bank | 10,658 | $600.0K | 0.01% | −439−4.0% | Reduced |
| New York State Common Retirement Fund | 10,502 | $591.1K | 0.00% | +30.0% | Added |
| UBS Group AG | 10,314 | $580.5K | 0.00% | −11,669−53.1% | Reduced |
| Legato Capital Management LLC | 9,997 | $562.6K | 0.08% | +4,845+94.0% | Added |
| LPL Financial LLC | 9,762 | $549.4K | 0.00% | −2,820−22.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 9,500 | $534.7K | 0.02% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 9,319 | $524.5K | 0.06% | +3,111+50.1% | Added |
| Raymond James & Associates | 9,245 | $520.3K | 0.00% | −1,272−12.1% | Reduced |
| Maryland State Retirement & Pension System | 9,181 | $516.7K | 0.01% | −679−6.9% | Reduced |
| HRT Financial LP | 9,059 | $509.0K | 0.01% | −20,382−69.2% | Reduced |
| Stifel Financial Corp | 8,573 | $482.5K | 0.00% | −2,778−24.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,315 | $468.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 8,055 | $453.0K | 0.02% | −126−1.5% | Reduced |
| Ellsworth Advisors, LLC | 8,443 | $448.2K | 0.16% | +8,443 | New |
| Advisor Partners II, LLC | 7,663 | $431.3K | 0.02% | +5+0.1% | Added |
| Exchange Traded Concepts, LLC | 7,631 | $429.5K | 0.01% | +7,631 | New |
| Oregon Public Employees Retirement Fund | 7,441 | $418.8K | 0.01% | −400−5.1% | Reduced |
| Arizona State Retirement System | 7,122 | $400.8K | 0.00% | +104+1.5% | Added |
| State Board of Administration of Florida Retirement System | 7,079 | $398.4K | 0.00% | +50+0.7% | Added |
| Aureus Asset Management, LLC | 6,846 | $385.3K | 0.03% | +6,846 | New |
| Diversified Trust Co | 6,807 | $383.1K | 0.01% | +277+4.2% | Added |
| Wells Fargo & Company | 6,725 | $378.5K | 0.00% | −5,992−47.1% | Reduced |
| Everence Capital Management Inc | 6,550 | $369.0K | 0.03% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 6,012 | $338.4K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 5,995 | $337.4K | 0.00% | +5,995 | New |
| The PNC Financial Services Group, Inc. | 5,849 | $329.2K | 0.00% | −16−0.3% | Reduced |
| Qube Research & Technologies Ltd | 5,736 | $322.8K | 0.00% | +813+16.5% | Added |
| SG Americas Securities, LLC | 5,514 | $310.0K | 0.00% | +5,514 | New |
| CWM Advisors, LLC | 5,505 | $309.8K | 0.04% | −1,396−20.2% | Reduced |
| First National Trust Co | 5,432 | $305.7K | 0.01% | 00.0% | Unchanged |
| 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 |
| Winton Group Ltd | 5,385 | $303.1K | 0.02% | −918−14.6% | Reduced |
| Baker Ellis Asset Management LLC | 4,800 | $270.1K | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,749 | $267.0K | 0.00% | −1,861−28.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,656 | $262.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 4,589 | $258.3K | 0.00% | −5,820−55.9% | Reduced |
| Captrust Financial Advisors | 4,513 | $254.0K | 0.00% | −58−1.3% | Reduced |
| Crescent Grove Advisors, LLC | 4,501 | $253.3K | 0.03% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 4,369 | $245.9K | 0.00% | −574−11.6% | Reduced |
| Walleye Capital LLC | 4,238 | $238.5K | 0.00% | +4,238 | New |
| Royal Bank of Canada | 4,210 | $237.0K | 0.00% | +332+8.6% | Added |
| Gabelli Funds LLC | 4,000 | $225.1K | 0.00% | −1,000−20.0% | Reduced |
| PEAK6 Investments LLC | 3,927 | $221.0K | 0.01% | +3,927 | New |
| ProShare Advisors LLC | 3,771 | $212.2K | 0.00% | +3,771 | New |
| Advisor Group Holdings, Inc. | 3,418 | $192.4K | 0.00% | +2,063+152.3% | Added |
| FMR LLC | 3,193 | $179.7K | 0.00% | −285−8.2% | Reduced |
| Amundi | 3,165 | $172.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,581 | $145.3K | 0.00% | −2,413−48.3% | Reduced |
| Nkcfo LLC | 2,500 | $141.0K | 0.08% | +2,500 | New |
| Ameritas Investment Partners, Inc. | 2,459 | $138.4K | 0.01% | +354+16.8% | Added |
| US Bancorp | 1,923 | $108.2K | 0.00% | +528+37.8% | Added |
| State of Wyoming | 1,522 | $85.7K | 0.02% | −1,058−41.0% | Reduced |
| North Star Investment Management Corp. | 1,475 | $83.0K | 0.01% | −10−0.7% | Reduced |
| Metropolitan Life Insurance Co | 1,428 | $80.4K | 0.00% | +76+5.6% | Added |
| Dorsey Wright & Associates | 1,151 | $64.8K | 0.02% | −40−3.4% | Reduced |
| Huntington National Bank | 1,032 | $58.1K | 0.00% | −2−0.2% | Reduced |
| Spire Wealth Management | 970 | $54.6K | 0.00% | −25−2.5% | Reduced |
| KBC Group NV | 943 | $53.0K | 0.00% | −1,045−52.6% | Reduced |
| Quantbot Technologies LP | 712 | $40.1K | 0.00% | +712 | New |
| Salem Investment Counselors Inc | 603 | $33.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 583 | $32.8K | 0.00% | −6−1.0% | Reduced |
| Quadrant Capital Group LLC | 556 | $31.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 529 | $29.8K | 0.02% | −94−15.1% | Reduced |
| Federated Hermes, Inc. | 463 | $26.1K | 0.00% | −9−1.9% | Reduced |
| Nisa Investment Advisors, LLC | 460 | $25.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 306 | $17.0K | 0.00% | −500−62.0% | Reduced |
| TD Private Client Wealth LLC | 279 | $15.7K | 0.00% | −163−36.9% | Reduced |
| Ronald Blue Trust, Inc. | 326 | $15.0K | 0.00% | +239+274.7% | Added |
| Versant Capital Management, Inc | 250 | $14.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 183 | $10.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 178 | $10.0K | 0.01% | +5+2.9% | Added |
| West Tower Group, LLC | 151 | $8.50K | 0.00% | +151 | New |
| Parkside Financial Bank & Trust | 146 | $8.22K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 128 | $7.20K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $5.63K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 78 | $4.39K | 0.00% | +63+420.0% | Added |
| Boyd Watterson Asset Management LLC | 76 | $4.28K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 76 | $4.28K | 0.01% | +76 | New |
| Northwestern Mutual Wealth Management Co | 61 | $3.43K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 55 | $3.10K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 54 | $3.04K | 0.00% | 00.0% | Unchanged |