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, Q4 2023
Institutional positions in Donnelley Financial Solutions, Inc. as of Dec 31, 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
- 222
- +13 vs. Q3 2023
- Shares held
- 26.6M
- +276.5K (+1.1%) vs. Q3 2023
- Total value
- $1.66B
- +$176.0M (+11.9%) vs. Q3 2023
- New holders
- 30
- 60 more added
- Sold out
- 17
- 97 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Donnelley Financial Solutions, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signaturefd, LLC | 4 | $249 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 4 | $249 | 0.00% | +4 | New |
| Federated Hermes, Inc. | 5 | $312 | 0.00% | −458−98.9% | Reduced |
| Parallel Advisors, LLC | 5 | $312 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 6 | $374 | 0.00% | +6 | New |
| Abound Wealth Management | 6 | $375 | 0.00% | +6 | New |
| HighMark Wealth Management LLC | 9 | $561 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 10 | $624 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 12 | $748 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15 | $908 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 17 | $1.06K | 0.00% | +17 | New |
| Farmers & Merchants Investments Inc | 18 | $1.12K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 20 | $1.25K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 29 | $1.81K | 0.00% | +29 | New |
| NBC Securities, Inc. | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 36 | $2.25K | 0.00% | −493−93.2% | Reduced |
| Parkside Financial Bank & Trust | 40 | $2.50K | 0.00% | −106−72.6% | Reduced |
| Fifth Third Bancorp | 54 | $3.37K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 54 | $3.37K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 55 | $3.43K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 55 | $3.43K | 0.00% | −73−57.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 61 | $3.80K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 74 | $4.62K | 0.00% | −7,557−99.0% | Reduced |
| Boyd Watterson Asset Management LLC | 76 | $4.74K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 76 | $4.74K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 90 | $5.61K | 0.00% | +90 | New |
| Bessemer Group Inc | 87 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 99 | $6.17K | 0.00% | +21+26.9% | Added |
| GAMMA Investing LLC | 133 | $8.26K | 0.00% | +133 | New |
| WealthCollab, LLC | 162 | $10.1K | 0.01% | +162 | New |
| PEAK6 Investments LLC | 172 | $10.7K | 0.00% | −3,755−95.6% | Reduced |
| Covestor Ltd | 174 | $11.0K | 0.01% | −4−2.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 183 | $11.4K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 192 | $12.0K | 0.02% | +41+27.2% | Added |
| Robeco Institutional Asset Management B.V. | 217 | $13.5K | 0.00% | +217 | New |
| GWM Advisors LLC | 233 | $14.5K | 0.00% | +233 | New |
| Versant Capital Management, Inc | 250 | $15.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 272 | $17.0K | 0.00% | −34−11.1% | Reduced |
| TD Private Client Wealth LLC | 279 | $17.4K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 308 | $19.2K | 0.00% | +308 | New |
| Ronald Blue Trust, Inc. | 367 | $21.0K | 0.00% | +41+12.6% | Added |
| Nisa Investment Advisors, LLC | 467 | $29.1K | 0.00% | +7+1.5% | Added |
| Lindbrook Capital, LLC | 592 | $36.9K | 0.00% | +9+1.5% | Added |
| Quadrant Capital Group LLC | 600 | $37.4K | 0.00% | +44+7.9% | Added |
| Salem Investment Counselors Inc | 603 | $37.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 821 | $50.7K | 0.00% | −149−15.4% | Reduced |
| KBC Group NV | 943 | $59.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,035 | $64.6K | 0.00% | +3+0.3% | Added |
| Acadian Asset Management LLC | 1,068 | $66.0K | 0.00% | +1,068 | New |
| USA Financial Portformulas Corp | 1,159 | $72.3K | 0.01% | +1,159 | New |
| Metropolitan Life Insurance Co | 1,428 | $89.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,438 | $89.7K | 0.01% | −37−2.5% | Reduced |
| BFSG, LLC | 1,745 | $108.8K | 0.02% | +1,745 | New |
| Lazard Asset Management LLC | 1,970 | $122.0K | 0.00% | +1,970 | New |
| Ameritas Investment Partners, Inc. | 2,459 | $153.4K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,486 | $155.0K | 0.00% | −932−27.3% | Reduced |
| Nkcfo LLC | 2,500 | $156.0K | 0.08% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 2,775 | $173.1K | 0.05% | +2,775 | New |
| Amundi | 3,304 | $198.5K | 0.00% | +139+4.4% | Added |
| State of Wyoming | 3,267 | $203.8K | 0.04% | +1,745+114.7% | Added |
| Mariner, LLC | 3,312 | $206.7K | 0.00% | +3,312 | New |
| Pictet Asset Management Holding SA | 3,407 | $212.5K | 0.00% | +3,407 | New |
| Baker Ellis Asset Management LLC | 3,500 | $218.3K | 0.03% | −1,300−27.1% | Reduced |
| Ancora Advisors, LLC | 3,720 | $232.0K | 0.01% | −7,021−65.4% | Reduced |
| Zacks Investment Management | 3,750 | $233.9K | 0.00% | +3,750 | New |
| Mutual of America Capital Management LLC | 4,329 | $270.0K | 0.00% | −40−0.9% | Reduced |
| Public Employees Retirement Association of Colorado | 4,346 | $271.0K | 0.00% | −403−8.5% | Reduced |
| Captrust Financial Advisors | 4,451 | $277.6K | 0.00% | −62−1.4% | Reduced |
| Crescent Grove Advisors, LLC | 4,501 | $280.7K | 0.03% | 00.0% | Unchanged |
| ProShare Advisors LLC | 4,644 | $289.6K | 0.00% | +873+23.2% | Added |
| LSV Asset Management | 4,800 | $299.0K | 0.00% | −280,349−98.3% | Reduced |
| Bridge City Capital, LLC | 5,093 | $317.6K | 0.12% | +5,093 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,338 | $332.9K | 0.00% | −11,326−68.0% | Reduced |
| State of Wisconsin Investment Board | 5,364 | $334.6K | 0.00% | −5,783−51.9% | Reduced |
| The PNC Financial Services Group, Inc. | 5,778 | $360.4K | 0.00% | −71−1.2% | Reduced |
| Gotham Asset Management, LLC | 5,879 | $366.7K | 0.01% | −133−2.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,184 | $385.7K | 0.00% | +1,528+32.8% | Added |
| Shell Asset Management Co | 6,217 | $388.0K | 0.02% | −1,838−22.8% | Reduced |
| Tower Research Capital LLC (TRC) | 6,265 | $390.7K | 0.00% | +3,684+142.7% | Added |
| Everence Capital Management Inc | 6,550 | $409.0K | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 6,562 | $409.0K | 0.03% | +6,562 | New |
| ExodusPoint Capital Management, LP | 6,834 | $426.0K | 0.01% | −6,581−49.1% | Reduced |
| Arizona State Retirement System | 6,968 | $434.6K | 0.00% | −154−2.2% | Reduced |
| Royal Bank of Canada | 6,992 | $436.0K | 0.00% | +2,782+66.1% | Added |
| Diversified Trust Co | 7,076 | $441.3K | 0.01% | +269+4.0% | Added |
| State Board of Administration of Florida Retirement System | 7,079 | $441.5K | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 7,200 | $449.1K | 0.00% | −3,700−33.9% | Reduced |
| Oregon Public Employees Retirement Fund | 7,241 | $451.6K | 0.01% | −200−2.7% | Reduced |
| Petrus Trust Company, LTA | 7,313 | $456.1K | 0.04% | −2,006−21.5% | Reduced |
| Brevan Howard Capital Management LP | 7,337 | $457.6K | 0.05% | +7,337 | New |
| Wells Fargo & Company | 7,686 | $479.3K | 0.00% | +961+14.3% | Added |
| Stifel Financial Corp | 7,731 | $482.2K | 0.00% | −842−9.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,249 | $514.5K | 0.00% | −13,887−62.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,315 | $519.0K | 0.00% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 8,436 | $526.2K | 0.17% | −7−0.1% | Reduced |
| LPL Financial LLC | 8,759 | $546.3K | 0.00% | −1,003−10.3% | Reduced |
| Maryland State Retirement & Pension System | 8,990 | $560.7K | 0.01% | −191−2.1% | Reduced |
| Raymond James & Associates | 9,094 | $567.2K | 0.00% | −151−1.6% | Reduced |
| Susquehanna International Group, LLP | 9,166 | $571.7K | 0.00% | +4,577+99.7% | Added |
| NorthCrest Asset Manangement, LLC | 9,500 | $592.5K | 0.02% | 00.0% | Unchanged |