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, Q1 2024
Institutional positions in Donnelley Financial Solutions, Inc. as of Mar 31, 2024. 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
- 246
- +24 vs. Q4 2023
- Shares held
- 27.4M
- +860.4K (+3.2%) vs. Q4 2023
- Total value
- $1.70B
- +$43.3M (+2.6%) vs. Q4 2023
- New holders
- 40
- 80 more added
- Sold out
- 16
- 86 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Donnelley Financial Solutions, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,055,271 | $251.5M | 0.01% | +80,509+2.0% | Added |
| Simcoe Capital Management, LLC | 2,232,487 | $138.4M | 18.92% | −253,776−10.2% | Reduced |
| Mawer Investment Management Ltd. | 2,042,204 | $126.6M | 0.59% | +657,835+47.5% | Added |
| Vanguard Group Inc | 1,714,790 | $106.3M | 0.00% | −17,883−1.0% | Reduced |
| State Street Corp | 1,027,444 | $63.7M | 0.00% | +20,728+2.1% | Added |
| American Century Companies Inc | 999,889 | $62.0M | 0.04% | +114,217+12.9% | Added |
| Dimensional Fund Advisors LP | 928,617 | $57.6M | 0.02% | −19,863−2.1% | Reduced |
| Rice Hall James & Associates, LLC | 917,210 | $56.9M | 3.25% | −31,256−3.3% | Reduced |
| Boston Trust Walden Corp | 809,346 | $50.2M | 0.36% | +112,364+16.1% | Added |
| Invesco Ltd. | 772,696 | $47.9M | 0.01% | +27,752+3.7% | Added |
| Morgan Stanley | 656,873 | $40.7M | 0.00% | −88,873−11.9% | Reduced |
| Rockefeller Capital Management L.P. | 622,227 | $38.6M | 0.11% | −14,975−2.4% | Reduced |
| Geode Capital Management, LLC | 535,653 | $33.2M | 0.00% | +14,277+2.7% | Added |
| Standard Life Aberdeen plc | 493,716 | $30.6M | 0.06% | −20,319−4.0% | Reduced |
| William Blair Investment Management, LLC | 445,815 | $27.6M | 0.07% | +3,416+0.8% | Added |
| JPMorgan Chase & Co | 437,967 | $27.2M | 0.00% | +30,166+7.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 359,028 | $22.3M | 0.10% | −24,269−6.3% | Reduced |
| Northern Trust Corp | 356,917 | $22.1M | 0.00% | −8,724−2.4% | Reduced |
| Charles Schwab Investment Management Inc | 330,955 | $20.5M | 0.00% | +2,905+0.9% | Added |
| Price T Rowe Associates Inc | 328,664 | $20.4M | 0.00% | +302,957+1,178.5% | Added |
| Marathon Asset Mgmt Ltd | 288,669 | $17.9M | 0.48% | −179,981−38.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 282,430 | $17.5M | 0.08% | −13,025−4.4% | Reduced |
| Alberta Investment Management Corp | 282,266 | $17.5M | 0.18% | +8,489+3.1% | Added |
| Neumeier Poma Investment Counsel LLC | 251,365 | $15.6M | 1.43% | +251,365 | New |
| O'Keefe Stevens Advisory, Inc. | 219,255 | $13.6M | 4.46% | −170.0% | Reduced |
| Access Investment Management LLC | 218,190 | $13.5M | 4.47% | +450.0% | Added |
| Bank of New York Mellon Corp | 206,401 | $12.8M | 0.00% | −27,959−11.9% | Reduced |
| Eagle Asset Management Inc | 191,244 | $11.9M | 0.06% | −5,166−2.6% | Reduced |
| Goldman Sachs Group Inc | 168,096 | $10.4M | 0.00% | +60,201+55.8% | Added |
| Arrowstreet Capital, Limited Partnership | 164,822 | $10.2M | 0.01% | +61,794+60.0% | Added |
| Tensile Capital Management LP | 161,209 | $10.0M | 1.09% | −190,000−54.1% | Reduced |
| D. E. Shaw & Co., Inc. | 153,480 | $9.52M | 0.01% | −30,452−16.6% | Reduced |
| Principal Financial Group Inc | 142,769 | $8.85M | 0.01% | −260.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 141,555 | $8.78M | 0.01% | +40,181+39.6% | Added |
| Envestnet Asset Management Inc | 126,114 | $7.82M | 0.00% | +5,795+4.8% | Added |
| Millennium Management LLC | 121,184 | $7.51M | 0.01% | +16,092+15.3% | Added |
| Royce & Associates LP | 120,392 | $7.47M | 0.07% | −494−0.4% | Reduced |
| Citadel Advisors LLC | 117,650 | $7.30M | 0.01% | +93,574+388.7% | Added |
| Nuveen Asset Management, LLC | 107,238 | $6.65M | 0.00% | +519+0.5% | Added |
| Cresset Asset Management, LLC | 105,010 | $6.51M | 0.03% | +51,405+95.9% | Added |
| Bank of America Corp | 102,804 | $6.37M | 0.00% | +2,866+2.9% | Added |
| Man Group plc | 102,368 | $6.35M | 0.02% | −21,966−17.7% | Reduced |
| Ameriprise Financial Inc | 100,410 | $6.23M | 0.00% | −34,789−25.7% | Reduced |
| Fisher Asset Management, LLC | 99,426 | $6.17M | 0.00% | −2,697−2.6% | Reduced |
| Empowered Funds, LLC | 97,423 | $6.04M | 0.11% | +97,423 | New |
| Waratah Capital Advisors Ltd. | 95,109 | $5.90M | 0.30% | +56,306+145.1% | Added |
| Renaissance Technologies LLC | 90,300 | $5.60M | 0.01% | +90,300 | New |
| Josh Arnold Investment Consultant, LLC | 83,925 | $5.20M | 5.47% | +83,925 | New |
| Seizert Capital Partners, LLC | 83,510 | $5.18M | 0.24% | +1,188+1.4% | Added |
| Qube Research & Technologies Ltd | 79,939 | $4.96M | 0.01% | +55,330+224.8% | Added |
| Voya Investment Management LLC | 79,194 | $4.91M | 0.00% | −468,921−85.6% | Reduced |
| Private Management Group Inc | 73,371 | $4.55M | 0.17% | −67,888−48.1% | Reduced |
| Rhumbline Advisers | 72,317 | $4.48M | 0.00% | −983−1.3% | Reduced |
| Panagora Asset Management Inc | 68,689 | $4.26M | 0.02% | −92,190−57.3% | Reduced |
| Globeflex Capital L P | 68,494 | $4.25M | 0.41% | 00.0% | Unchanged |
| Legal & General Group Plc | 68,146 | $4.23M | 0.00% | −210.0% | Reduced |
| Wedge Capital Management L L P | 65,883 | $4.09M | 0.07% | −3,747−5.4% | Reduced |
| Burney Co | 60,862 | $3.77M | 0.14% | +60,862 | New |
| Castleark Management LLC | 58,650 | $3.64M | 0.15% | −8,330−12.4% | Reduced |
| RE Advisers Corp | 56,900 | $3.53M | 0.08% | +11,200+24.5% | Added |
| Two Sigma Investments, LP | 56,270 | $3.49M | 0.01% | +40,770+263.0% | Added |
| Vident Advisory, LLC | 55,332 | $3.43M | 0.07% | +55,332 | New |
| Prudential Financial Inc | 54,685 | $3.39M | 0.00% | −896−1.6% | Reduced |
| New York State Teachers Retirement System | 54,650 | $3.39M | 0.01% | −1,200−2.1% | Reduced |
| Janney Montgomery Scott LLC | 53,381 | $3.31M | 0.01% | +2,458+4.8% | Added |
| Swiss National Bank | 51,700 | $3.21M | 0.00% | +2,500+5.1% | Added |
| Public Sector Pension Investment Board | 50,718 | $3.15M | 0.02% | −610−1.2% | Reduced |
| Barclays PLC | 48,265 | $2.99M | 0.00% | +8,151+20.3% | Added |
| Teacher Retirement System of Texas | 47,645 | $2.95M | 0.02% | +32,959+224.4% | Added |
| Public Employees Retirement System of Ohio | 47,303 | $2.93M | 0.01% | −4,697−9.0% | Reduced |
| Victory Capital Management Inc | 46,665 | $2.89M | 0.00% | −7,204−13.4% | Reduced |
| UBS Asset Management Americas Inc | 44,626 | $2.77M | 0.00% | +3,838+9.4% | Added |
| Algert Global LLC | 41,820 | $2.59M | 0.10% | −1,450−3.4% | Reduced |
| Credit Suisse AG | 41,520 | $2.57M | 0.00% | +2,068+5.2% | Added |
| Russell Investments Group, Ltd. | 40,364 | $2.50M | 0.00% | −2,337−5.5% | Reduced |
| Comerica Bank | 39,233 | $2.43M | 0.01% | −3,658−8.5% | Reduced |
| Assetmark, Inc | 37,921 | $2.35M | 0.01% | +2,071+5.8% | Added |
| Balyasny Asset Management LLC | 37,568 | $2.33M | 0.01% | +20,854+124.8% | Added |
| Assenagon Asset Management S.A. | 37,361 | $2.32M | 0.01% | +1,425+4.0% | Added |
| Two Sigma Advisers, LP | 35,600 | $2.21M | 0.01% | +23,600+196.7% | Added |
| AQR Capital Management LLC | 35,210 | $2.18M | 0.00% | −1,906−5.1% | Reduced |
| SEI Investments Co | 34,177 | $2.12M | 0.00% | −24,533−41.8% | Reduced |
| Advisors Preferred, LLC | 33,848 | $2.10M | 0.35% | −9,831−22.5% | Reduced |
| Great West Life Assurance Co | 31,884 | $1.98M | 0.00% | +1,173+3.8% | Added |
| Gamco Investors, Inc. Et Al | 31,425 | $1.95M | 0.02% | +1,000+3.3% | Added |
| Alliancebernstein L.P. | 30,980 | $1.92M | 0.00% | −2,760−8.2% | Reduced |
| First Trust Advisors LP | 27,651 | $1.71M | 0.00% | +1,234+4.7% | Added |
| Quadrature Capital Ltd | 27,321 | $1.69M | 0.03% | +27,321 | New |
| O'Shaughnessy Asset Management, LLC | 26,857 | $1.67M | 0.02% | +869+3.3% | Added |
| Bank of Montreal | 26,298 | $1.63M | 0.00% | +110+0.4% | Added |
| California State Teachers Retirement System | 26,052 | $1.62M | 0.00% | −229−0.9% | Reduced |
| Trexquant Investment LP | 25,368 | $1.57M | 0.03% | +25,368 | New |
| Martingale Asset Management L P | 23,885 | $1.48M | 0.03% | +5,500+29.9% | Added |
| Options Solutions, LLC | 23,850 | $1.48M | 0.84% | +23,850 | New |
| Jump Financial, LLC | 23,231 | $1.44M | 0.04% | +23,231 | New |
| UBS Group AG | 23,043 | $1.43M | 0.00% | −2,715−10.5% | Reduced |
| Citigroup Inc | 22,502 | $1.40M | 0.00% | +7,620+51.2% | Added |
| Texas Permanent School Fund | 21,654 | $1.34M | 0.01% | +286+1.3% | Added |
| Thrivent Financial for Lutherans | 21,464 | $1.33M | 0.00% | −577−2.6% | Reduced |
| CWM Advisors, LLC | 20,254 | $1.26M | 0.13% | +1,822+9.9% | Added |