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 |
|---|---|---|---|---|---|
| Citigroup Inc | 14,882 | $928.2K | 0.00% | +184+1.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 14,852 | $926.3K | 0.00% | −5,100−25.6% | Reduced |
| Teacher Retirement System of Texas | 14,686 | $916.0K | 0.01% | −1,541−9.5% | Reduced |
| Illinois Municipal Retirement Fund | 14,496 | $904.0K | 0.02% | −281−1.9% | Reduced |
| Ensign Peak Advisors, Inc | 13,974 | $871.6K | 0.00% | +3,200+29.7% | Added |
| American International Group, Inc. | 13,466 | $839.9K | 0.00% | −122−0.9% | Reduced |
| MetLife Investment Management | 13,234 | $825.4K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 13,000 | $810.0K | 0.00% | −1,300−9.1% | Reduced |
| Manufacturers Life Insurance Company, The | 12,951 | $807.8K | 0.00% | −214−1.6% | Reduced |
| Janus Henderson Group PLC | 12,918 | $805.9K | 0.00% | −24−0.2% | Reduced |
| Yousif Capital Management, LLC | 12,754 | $795.5K | 0.01% | +407+3.3% | Added |
| Deutsche Bank AG | 12,691 | $791.5K | 0.00% | −227−1.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,629 | $787.7K | 0.07% | +12,629 | New |
| Mirae Asset Global Investments Co., Ltd. | 12,474 | $778.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 12,400 | $773.4K | 0.02% | −300−2.4% | Reduced |
| Two Sigma Advisers, LP | 12,000 | $748.4K | 0.00% | −37,700−75.9% | Reduced |
| US Bancorp | 11,668 | $727.7K | 0.00% | +9,745+506.8% | Added |
| Natixis Advisors, L.P. | 11,661 | $727.0K | 0.00% | +553+5.0% | Added |
| New York State Common Retirement Fund | 10,414 | $649.5K | 0.00% | −88−0.8% | Reduced |
| Corsair Capital Management, L.P. | 10,091 | $629.4K | 0.20% | −1,000−9.0% | Reduced |
| Amalgamated Bank | 9,957 | $621.0K | 0.00% | −701−6.6% | Reduced |
| Legato Capital Management LLC | 9,517 | $593.6K | 0.08% | −480−4.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 9,500 | $592.5K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,166 | $571.7K | 0.00% | +4,577+99.7% | Added |
| Raymond James & Associates | 9,094 | $567.2K | 0.00% | −151−1.6% | Reduced |
| Maryland State Retirement & Pension System | 8,990 | $560.7K | 0.01% | −191−2.1% | Reduced |
| LPL Financial LLC | 8,759 | $546.3K | 0.00% | −1,003−10.3% | Reduced |
| Ellsworth Advisors, LLC | 8,436 | $526.2K | 0.17% | −7−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,315 | $519.0K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 8,249 | $514.5K | 0.00% | −13,887−62.7% | Reduced |
| Stifel Financial Corp | 7,731 | $482.2K | 0.00% | −842−9.8% | Reduced |
| Wells Fargo & Company | 7,686 | $479.3K | 0.00% | +961+14.3% | Added |
| Brevan Howard Capital Management LP | 7,337 | $457.6K | 0.05% | +7,337 | New |
| Petrus Trust Company, LTA | 7,313 | $456.1K | 0.04% | −2,006−21.5% | Reduced |
| Oregon Public Employees Retirement Fund | 7,241 | $451.6K | 0.01% | −200−2.7% | Reduced |
| TD Asset Management Inc | 7,200 | $449.1K | 0.00% | −3,700−33.9% | Reduced |
| State Board of Administration of Florida Retirement System | 7,079 | $441.5K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 7,076 | $441.3K | 0.01% | +269+4.0% | Added |
| Royal Bank of Canada | 6,992 | $436.0K | 0.00% | +2,782+66.1% | Added |
| Arizona State Retirement System | 6,968 | $434.6K | 0.00% | −154−2.2% | Reduced |
| ExodusPoint Capital Management, LP | 6,834 | $426.0K | 0.01% | −6,581−49.1% | Reduced |
| 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 |
| Tower Research Capital LLC (TRC) | 6,265 | $390.7K | 0.00% | +3,684+142.7% | Added |
| Shell Asset Management Co | 6,217 | $388.0K | 0.02% | −1,838−22.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,184 | $385.7K | 0.00% | +1,528+32.8% | Added |
| Gotham Asset Management, LLC | 5,879 | $366.7K | 0.01% | −133−2.2% | Reduced |
| The PNC Financial Services Group, Inc. | 5,778 | $360.4K | 0.00% | −71−1.2% | Reduced |
| State of Wisconsin Investment Board | 5,364 | $334.6K | 0.00% | −5,783−51.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,338 | $332.9K | 0.00% | −11,326−68.0% | Reduced |
| Bridge City Capital, LLC | 5,093 | $317.6K | 0.12% | +5,093 | New |
| LSV Asset Management | 4,800 | $299.0K | 0.00% | −280,349−98.3% | Reduced |
| ProShare Advisors LLC | 4,644 | $289.6K | 0.00% | +873+23.2% | Added |
| Crescent Grove Advisors, LLC | 4,501 | $280.7K | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,451 | $277.6K | 0.00% | −62−1.4% | Reduced |
| Public Employees Retirement Association of Colorado | 4,346 | $271.0K | 0.00% | −403−8.5% | Reduced |
| Mutual of America Capital Management LLC | 4,329 | $270.0K | 0.00% | −40−0.9% | Reduced |
| Zacks Investment Management | 3,750 | $233.9K | 0.00% | +3,750 | New |
| Ancora Advisors, LLC | 3,720 | $232.0K | 0.01% | −7,021−65.4% | Reduced |
| Baker Ellis Asset Management LLC | 3,500 | $218.3K | 0.03% | −1,300−27.1% | Reduced |
| Pictet Asset Management Holding SA | 3,407 | $212.5K | 0.00% | +3,407 | New |
| Mariner, LLC | 3,312 | $206.7K | 0.00% | +3,312 | New |
| State of Wyoming | 3,267 | $203.8K | 0.04% | +1,745+114.7% | Added |
| Amundi | 3,304 | $198.5K | 0.00% | +139+4.4% | Added |
| Arlington Trust Co LLC | 2,775 | $173.1K | 0.05% | +2,775 | New |
| Nkcfo LLC | 2,500 | $156.0K | 0.08% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,486 | $155.0K | 0.00% | −932−27.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,459 | $153.4K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,970 | $122.0K | 0.00% | +1,970 | New |
| BFSG, LLC | 1,745 | $108.8K | 0.02% | +1,745 | New |
| North Star Investment Management Corp. | 1,438 | $89.7K | 0.01% | −37−2.5% | Reduced |
| Metropolitan Life Insurance Co | 1,428 | $89.1K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,159 | $72.3K | 0.01% | +1,159 | New |
| Acadian Asset Management LLC | 1,068 | $66.0K | 0.00% | +1,068 | New |
| Huntington National Bank | 1,035 | $64.6K | 0.00% | +3+0.3% | Added |
| KBC Group NV | 943 | $59.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 821 | $50.7K | 0.00% | −149−15.4% | Reduced |
| Salem Investment Counselors Inc | 603 | $37.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 600 | $37.4K | 0.00% | +44+7.9% | Added |
| Lindbrook Capital, LLC | 592 | $36.9K | 0.00% | +9+1.5% | Added |
| Nisa Investment Advisors, LLC | 467 | $29.1K | 0.00% | +7+1.5% | Added |
| Ronald Blue Trust, Inc. | 367 | $21.0K | 0.00% | +41+12.6% | Added |
| Altshuler Shaham Ltd | 308 | $19.2K | 0.00% | +308 | New |
| TD Private Client Wealth LLC | 279 | $17.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 272 | $17.0K | 0.00% | −34−11.1% | Reduced |
| Versant Capital Management, Inc | 250 | $15.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 233 | $14.5K | 0.00% | +233 | New |
| Robeco Institutional Asset Management B.V. | 217 | $13.5K | 0.00% | +217 | New |
| West Tower Group, LLC | 192 | $12.0K | 0.02% | +41+27.2% | Added |
| Caldwell Sutter Capital, Inc. | 183 | $11.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 174 | $11.0K | 0.01% | −4−2.2% | Reduced |
| PEAK6 Investments LLC | 172 | $10.7K | 0.00% | −3,755−95.6% | Reduced |
| WealthCollab, LLC | 162 | $10.1K | 0.01% | +162 | New |
| GAMMA Investing LLC | 133 | $8.26K | 0.00% | +133 | New |
| Allworth Financial LP | 99 | $6.17K | 0.00% | +21+26.9% | Added |
| Bessemer Group Inc | 87 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 90 | $5.61K | 0.00% | +90 | New |
| 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 |
| Exchange Traded Concepts, LLC | 74 | $4.62K | 0.00% | −7,557−99.0% | Reduced |