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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 328,050 | $20.5M | 0.01% | +1,321+0.4% | Added |
| Tensile Capital Management LP | 351,209 | $21.9M | 2.56% | −47,197−11.8% | Reduced |
| Northern Trust Corp | 365,641 | $22.8M | 0.00% | −22,238−5.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 383,297 | $23.9M | 0.12% | −9,947−2.5% | Reduced |
| JPMorgan Chase & Co | 407,801 | $25.4M | 0.00% | +46,907+13.0% | Added |
| William Blair Investment Management, LLC | 442,399 | $27.6M | 0.08% | −79,603−15.2% | Reduced |
| Marathon Asset Mgmt Ltd | 468,650 | $29.2M | 0.82% | −15,210−3.1% | Reduced |
| Standard Life Aberdeen plc | 514,035 | $32.1M | 0.07% | −64,404−11.1% | Reduced |
| Geode Capital Management, LLC | 521,376 | $32.5M | 0.00% | +22,510+4.5% | Added |
| Voya Investment Management LLC | 548,115 | $34.2M | 0.04% | +351,541+178.8% | Added |
| Rockefeller Capital Management L.P. | 637,202 | $39.7M | 0.13% | +44,946+7.6% | Added |
| Boston Trust Walden Corp | 696,982 | $43.5M | 0.33% | +238,489+52.0% | Added |
| Invesco Ltd. | 744,944 | $46.5M | 0.01% | −8,939−1.2% | Reduced |
| Morgan Stanley | 745,746 | $46.5M | 0.00% | +86,105+13.1% | Added |
| American Century Companies Inc | 885,672 | $55.2M | 0.04% | −96,441−9.8% | Reduced |
| Rice Hall James & Associates, LLC | 948,466 | $59.2M | 3.43% | −53,113−5.3% | Reduced |
| Dimensional Fund Advisors LP | 948,480 | $59.2M | 0.02% | −12,394−1.3% | Reduced |
| State Street Corp | 1,006,716 | $62.8M | 0.00% | +6,374+0.6% | Added |
| Mawer Investment Management Ltd. | 1,384,369 | $86.3M | 0.44% | +383,828+38.4% | Added |
| Vanguard Group Inc | 1,732,673 | $108.1M | 0.00% | −89,525−4.9% | Reduced |
| Simcoe Capital Management, LLC | 2,486,263 | $155.1M | 22.39% | −551,995−18.2% | Reduced |
| BlackRock Inc. | 3,974,762 | $247.9M | 0.01% | +91,853+2.4% | Added |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −40,223−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −20,100−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −9,059−100.0% | Sold out |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −6,846−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,514−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −5,432−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −5,385−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −4,238−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −1,151−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −712−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| KB Financial Partners, LLC | – | – | – | – | Not filed |