Donnelley Financial Solutions, Inc.

DFIN

Exchange: NYSE
Industry: Services-Miscellaneous Business Services
SEC CIK: 0001669811

SEC filings (opens in a new tab)

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.

Q4 2023 vs. Q3 2023

How the institutions holding Donnelley Financial Solutions, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of DFIN: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Of which not filed for Q4 2023	Q4 2023	Change
Holders	214	5	222	+13
Shares	26.3M	36.9K	26.6M	+276.5K (+1.1%)
Value	$1.48B	$2.08M	$1.66B	+$176.0M (+11.9%)

5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held Donnelley Financial Solutions, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to DFIN in Q4 2023
Institution	Shares	Value	% of portfolio
Access Investment Management LLC	218,145	$13.6M	5.07%
Janney Montgomery Scott LLC	50,923	$3.18M	0.01%
Waratah Capital Advisors Ltd.	38,803	$2.42M	0.14%
Assenagon Asset Management S.A.	35,936	$2.24M	0.01%
Martingale Asset Management L P	18,385	$1.15M	0.02%
Balyasny Asset Management LLC	16,714	$1.04M	0.00%
Pathstone Holdings, LLC	16,422	$1.02M	0.01%
Campbell & CO Investment Adviser LLC	12,629	$787.7K	0.07%
Brevan Howard Capital Management LP	7,337	$457.6K	0.05%
Gsa Capital Partners LLP	6,562	$409.0K	0.03%
Bridge City Capital, LLC	5,093	$317.6K	0.12%
Zacks Investment Management	3,750	$233.9K	0.00%
Pictet Asset Management Holding SA	3,407	$212.5K	0.00%
Mariner, LLC	3,312	$206.7K	0.00%
Arlington Trust Co LLC	2,775	$173.1K	0.05%
Lazard Asset Management LLC	1,970	$122.0K	0.00%
BFSG, LLC	1,745	$108.8K	0.02%
USA Financial Portformulas Corp	1,159	$72.3K	0.01%
Acadian Asset Management LLC	1,068	$66.0K	0.00%
Altshuler Shaham Ltd	308	$19.2K	0.00%
GWM Advisors LLC	233	$14.5K	0.00%
Robeco Institutional Asset Management B.V.	217	$13.5K	0.00%
WealthCollab, LLC	162	$10.1K	0.01%
GAMMA Investing LLC	133	$8.26K	0.00%
Hillsdale Investment Management Inc.	90	$5.61K	0.00%
Pineridge Advisors LLC	29	$1.81K	0.00%
Principal Securities, Inc.	17	$1.06K	0.00%
Abound Wealth Management	6	$375	0.00%
Dogwood Wealth Management LLC	6	$374	0.00%
Trust Co of Vermont	4	$249	0.00%

Sold out (17)

Institutions that held Donnelley Financial Solutions, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of DFIN in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Schonfeld Strategic Advisors LLC	40,223	$2.26M
Macquarie Group Ltd	20,100	$1.13M
HRT Financial LP	9,059	$509.0K
Aureus Asset Management, LLC	6,846	$385.3K
SG Americas Securities, LLC	5,514	$310.0K
First National Trust Co	5,432	$305.7K
AXA S.A.	5,400	$303.9K
Engineers Gate Manager LP	5,400	$303.9K
Winton Group Ltd	5,385	$303.1K
Walleye Capital LLC	4,238	$238.5K
Gabelli Funds LLC	4,000	$225.1K
Dorsey Wright & Associates	1,151	$64.8K
Quantbot Technologies LP	712	$40.1K
First Manhattan Co	100	$5.63K
Baker Avenue Asset Management, LP	26	$1.46K
First Horizon Advisors, Inc.	17	$956
Federation des caisses Desjardins du Quebec	7	$394

Not filed for Q4 2023 yet (5)

Institutions that held Donnelley Financial Solutions, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DFIN in Q3 2023 that haven't filed for Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Virginia Retirement Systems Et Al	11,700	$658.5K
First Republic Investment Management, Inc.	11,520	$648.3K
Advisor Partners II, LLC	7,663	$431.3K
Pathstone Family Office, LLC	5,995	$337.4K
KB Financial Partners, LLC	48	$3.00K