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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 79 | $5 | 0.00% | +79 | New |
| Trust Co of Vermont | 4 | $248 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 5 | $310 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5 | $310 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $310 | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 5 | $310 | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 6 | $372 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $373 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9 | $558 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 10 | $620 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 12 | $744 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 12 | $744 | 0.00% | +12 | New |
| Global Retirement Partners, LLC | 15 | $930 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 17 | $1.05K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $1.12K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 18 | $1.12K | 0.00% | +18 | New |
| Anfield Capital Management, LLC | 18 | $1.12K | 0.00% | +18 | New |
| GWM Advisors LLC | 21 | $1.30K | 0.00% | −212−91.0% | Reduced |
| Eagle Bay Advisors LLC | 35 | $2.17K | 0.00% | +35 | New |
| Parkside Financial Bank & Trust | 40 | $2.48K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 45 | $2.79K | 0.00% | +45 | New |
| Signaturefd, LLC | 51 | $3.16K | 0.00% | +47+1,175.0% | Added |
| Fifth Third Bancorp | 54 | $3.35K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 54 | $3.35K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 55 | $3.41K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 55 | $3.41K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 58 | $3.60K | 0.00% | −250−81.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 66 | $4.09K | 0.00% | +5+8.2% | Added |
| Boyd Watterson Asset Management LLC | 76 | $4.71K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 76 | $4.71K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 90 | $5.58K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 96 | $5.95K | 0.00% | −3−3.0% | Reduced |
| Quarry LP | 126 | $7.81K | 0.00% | +90+250.0% | Added |
| GAMMA Investing LLC | 133 | $8.25K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 155 | $10.0K | 0.00% | +68+78.2% | Added |
| WealthCollab, LLC | 162 | $10.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 183 | $11.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 184 | $12.0K | 0.01% | +10+5.7% | Added |
| Mather Group, LLC. | 205 | $12.8K | 0.00% | +205 | New |
| Versant Capital Management, Inc | 250 | $15.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 274 | $17.0K | 0.00% | +2+0.7% | Added |
| Point72 Hong Kong Ltd | 291 | $18.0K | 0.00% | +291 | New |
| TD Private Client Wealth LLC | 350 | $21.7K | 0.00% | +71+25.4% | Added |
| Spire Wealth Management | 409 | $25.4K | 0.00% | −412−50.2% | Reduced |
| CIBC Private Wealth Group, LLC | 475 | $29.5K | 0.00% | +475 | New |
| Nisa Investment Advisors, LLC | 484 | $30.0K | 0.00% | +17+3.6% | Added |
| Lindbrook Capital, LLC | 592 | $36.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 600 | $37.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 603 | $37.4K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 665 | $41.0K | 0.00% | −278−29.5% | Reduced |
| Ronald Blue Trust, Inc. | 820 | $50.8K | 0.00% | +453+123.4% | Added |
| Advisor Group Holdings, Inc. | 860 | $53.3K | 0.00% | −1,626−65.4% | Reduced |
| PEAK6 Investments LLC | 916 | $56.8K | 0.00% | +744+432.6% | Added |
| USA Financial Portformulas Corp | 1,064 | $66.0K | 0.01% | −95−8.2% | Reduced |
| Huntington National Bank | 1,189 | $73.7K | 0.00% | +154+14.9% | Added |
| BFSG, LLC | 1,203 | $74.6K | 0.01% | −542−31.1% | Reduced |
| Metropolitan Life Insurance Co | 1,310 | $81.2K | 0.00% | −118−8.3% | Reduced |
| Royal Bank of Canada | 1,421 | $87.0K | 0.00% | −5,571−79.7% | Reduced |
| North Star Investment Management Corp. | 1,406 | $87.2K | 0.01% | −32−2.2% | Reduced |
| Quantbot Technologies LP | 1,477 | $91.6K | 0.01% | +1,477 | New |
| Tower Research Capital LLC (TRC) | 2,165 | $134.3K | 0.00% | −4,100−65.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,459 | $152.5K | 0.01% | 00.0% | Unchanged |
| Nkcfo LLC | 2,500 | $155.0K | 0.09% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 2,775 | $172.1K | 0.04% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,800 | $173.6K | 0.01% | +2,800 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 3,260 | $202.2K | 0.05% | +3,260 | New |
| Grey Street Capital, LLC | 3,354 | $208.0K | 0.03% | +3,354 | New |
| Entropy Technologies, LP | 3,373 | $209.2K | 0.02% | +3,373 | New |
| FMR LLC | 3,407 | $211.3K | 0.00% | −11,815−77.6% | Reduced |
| Pictet Asset Management Holding SA | 3,407 | $211.3K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 3,453 | $214.0K | 0.00% | +141+4.3% | Added |
| Baker Ellis Asset Management LLC | 3,500 | $217.0K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,720 | $230.7K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,757 | $233.0K | 0.04% | +3,757 | New |
| Zacks Investment Management | 3,767 | $233.6K | 0.00% | +17+0.5% | Added |
| Susquehanna International Group, LLP | 3,931 | $243.8K | 0.00% | −5,235−57.1% | Reduced |
| Public Employees Retirement Association of Colorado | 4,006 | $248.0K | 0.00% | −340−7.8% | Reduced |
| Mutual of America Capital Management LLC | 4,263 | $264.3K | 0.00% | −66−1.5% | Reduced |
| Amundi | 4,390 | $270.9K | 0.00% | +1,086+32.9% | Added |
| Great Lakes Advisors, LLC | 4,470 | $277.2K | 0.00% | +4,470 | New |
| Crescent Grove Advisors, LLC | 4,501 | $279.1K | 0.03% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,512 | $279.8K | 0.00% | +4,512 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,556 | $282.5K | 0.00% | −10,296−69.3% | Reduced |
| MQS Management LLC | 4,645 | $288.0K | 0.17% | +4,645 | New |
| Versor Investments LP | 4,700 | $291.4K | 0.06% | +4,700 | New |
| UniSuper Management Pty Ltd | 4,884 | $302.9K | 0.00% | +4,884 | New |
| ProShare Advisors LLC | 4,989 | $309.4K | 0.00% | +345+7.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,343 | $331.3K | 0.00% | +5+0.1% | Added |
| Shell Asset Management Co | 5,656 | $337.0K | 0.02% | −561−9.0% | Reduced |
| Squarepoint Ops LLC | 5,508 | $341.6K | 0.00% | +5,508 | New |
| The PNC Financial Services Group, Inc. | 5,776 | $358.2K | 0.00% | −20.0% | Reduced |
| TD Asset Management Inc | 5,800 | $359.7K | 0.00% | −1,400−19.4% | Reduced |
| Bridge City Capital, LLC | 6,005 | $372.4K | 0.14% | +912+17.9% | Added |
| Walleye Capital LLC | 6,039 | $374.5K | 0.00% | +6,039 | New |
| Crossmark Global Holdings, Inc. | 6,067 | $376.0K | 0.01% | +6,067 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,184 | $383.5K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,550 | $406.0K | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 6,641 | $411.8K | 0.01% | −600−8.3% | Reduced |
| State of Tennessee, Treasury Department | 6,840 | $424.1K | 0.00% | −17,437−71.8% | Reduced |
| State Board of Administration of Florida Retirement System | 10,399 | $424.9K | 0.00% | +3,320+46.9% | Added |