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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 54 | $3.04K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 37 | $2.00K | 0.00% | +37 | New |
| Baker Avenue Asset Management, LP | 26 | $1.46K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 20 | $1.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $1.01K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 17 | $956 | 0.00% | −24−58.5% | Reduced |
| Global Retirement Partners, LLC | 15 | $818 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 12 | $675 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 10 | $563 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9 | $507 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 7 | $394 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5 | $281 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 4 | $225 | 0.00% | −12−75.0% | Reduced |
| Medina Singh Partners, LLC | 0 | $0 | 0.00% | −187,462−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −52,516−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −42,205−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −33,100−100.0% | Sold out |
| Delphi Management Inc | 0 | $0 | 0.00% | −20,854−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −12,630−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −8,393−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −6,124−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −2,775−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −2,657−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,008−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −654−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Your Advocates Ltd., LLP | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |