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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.

Institutional holdersQ1 2024: 246 institutions
Q1 2021: 167 institutionsQ2 2021: 184 institutionsQ3 2021: 191 institutionsQ4 2021: 221 institutionsQ1 2022: 221 institutionsQ2 2022: 196 institutionsQ3 2022: 198 institutionsQ4 2022: 201 institutionsQ1 2023: 197 institutionsQ2 2023: 211 institutionsQ3 2023: 214 institutionsQ4 2023: 222 institutionsQ1 2024: 246 institutionsQ2 2024: 248 institutionsQ3 2024: 255 institutionsQ4 2024: 245 institutionsQ1 2025: 234 institutionsQ2 2025: 245 institutionsQ3 2025: 245 institutionsQ4 2025: 236 institutionsQ1 2026: 245 institutionsQ2 2026: 246 institutions
Value heldQ1 2024: $1.70B
Q1 2021: $825.5MQ2 2021: $980.5MQ3 2021: $1.04BQ4 2021: $1.39BQ1 2022: $993.8MQ2 2022: $843.9MQ3 2022: $1.03BQ4 2022: $1.06BQ1 2023: $1.14BQ2 2023: $1.23BQ3 2023: $1.48BQ4 2023: $1.66BQ1 2024: $1.70BQ2 2024: $1.63BQ3 2024: $1.80BQ4 2024: $1.76BQ1 2025: $1.17BQ2 2025: $1.70BQ3 2025: $1.39BQ4 2025: $1.18BQ1 2026: $1.15BQ2 2026: $967.1M
Institutions holding DFIN and their total value by quarter
QuarterHoldersValue
Q2 2026246$967.1M
Q1 2026245$1.15B
Q4 2025236$1.18B
Q3 2025245$1.39B
Q2 2025245$1.70B
Q1 2025234$1.17B
Q4 2024245$1.76B
Q3 2024255$1.80B
Q2 2024248$1.63B
Q1 2024246$1.70B
Q4 2023222$1.66B
Q3 2023214$1.48B
Q2 2023211$1.23B
Q1 2023197$1.14B
Q4 2022201$1.06B
Q3 2022198$1.03B
Q2 2022196$843.9M
Q1 2022221$993.8M
Q4 2021221$1.39B
Q3 2021191$1.04B
Q2 2021184$980.5M
Q1 2021167$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.

Institutions holding DFIN in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
State of Wyoming7,087$439.5K0.07%+3,820+116.9%Added
Arizona State Retirement System7,200$446.5K0.00%+232+3.3%Added
Diversified Trust Co7,218$447.6K0.01%+142+2.0%Added
Petrus Trust Company, LTA7,313$453.5K0.04%00.0%Unchanged
Stifel Financial Corp7,487$464.3K0.00%−244−3.2%Reduced
Amalgamated Bank7,976$495.0K0.00%−1,981−19.9%Reduced
Mirae Asset Global Investments Co., Ltd.12,474$498.7K0.00%00.0%Unchanged
Wells Fargo & Company8,271$512.9K0.00%+585+7.6%Added
Raymond James & Associates8,286$513.8K0.00%−808−8.9%Reduced
Teachers Retirement System of the State of Kentucky8,315$515.0K0.00%00.0%Unchanged
Gotham Asset Management, LLC8,323$516.1K0.01%+2,444+41.6%Added
Maryland State Retirement & Pension System8,990$547.1K0.01%00.0%Unchanged
Ellsworth Advisors, LLC8,847$549.8K0.16%+411+4.9%Added
XTX Topco Ltd9,125$565.8K0.08%+9,125New
LPL Financial LLC9,190$569.9K0.00%+431+4.9%Added
Dynamic Technology Lab Private Ltd9,463$587.0K0.06%+9,463New
NorthCrest Asset Manangement, LLC9,740$604.0K0.02%+240+2.5%Added
Legato Capital Management LLC9,828$609.4K0.07%+311+3.3%Added
Corsair Capital Management, L.P.9,957$617.4K0.17%−134−1.3%Reduced
New York State Common Retirement Fund10,408$645.4K0.00%−6−0.1%Reduced
Connor, Clark & Lunn Investment Management Ltd.10,518$652.2K0.00%+2,269+27.5%Added
State of Wisconsin Investment Board10,579$656.0K0.00%+5,215+97.2%Added
US Bancorp10,919$677.1K0.00%−749−6.4%Reduced
Natixis Advisors, L.P.11,018$683.0K0.00%−643−5.5%Reduced
Yousif Capital Management, LLC11,116$689.3K0.01%−1,638−12.8%Reduced
STRS Ohio11,500$713.0K0.00%−1,500−11.5%Reduced
Louisiana State Employees Retirement System12,300$762.7K0.01%−100−0.8%Reduced
MetLife Investment Management12,597$781.1K0.01%−637−4.8%Reduced
Deutsche Bank AG12,655$784.7K0.00%−36−0.3%Reduced
Janus Henderson Group PLC12,919$800.5K0.00%+10.0%Added
SG Americas Securities, LLC13,034$808.0K0.00%+13,034New
Ensign Peak Advisors, Inc13,303$824.9K0.00%−671−4.8%Reduced
American International Group, Inc.13,347$827.6K0.00%−119−0.9%Reduced
Illinois Municipal Retirement Fund14,125$876.0K0.01%−371−2.6%Reduced
Manufacturers Life Insurance Company, The14,225$882.1K0.00%+1,274+9.8%Added
HSBC Holdings PLC14,259$884.1K0.00%+14,259New
Jane Street Group, LLC15,017$931.2K0.00%−7,222−32.5%Reduced
State of Alaska, Department of Revenue15,073$934.0K0.01%−144−0.9%Reduced
Cubist Systematic Strategies, LLC15,237$944.9K0.01%+15,237New
Exchange Traded Concepts, LLC15,325$950.3K0.02%+15,251+20,609.5%Added
SummerHaven Investment Management, LLC15,590$966.7K0.61%+154+1.0%Added
HighTower Advisors, LLC16,081$976.0K0.00%−29,676−64.9%Reduced
Ritholtz Wealth Management16,030$994.0K0.03%−51−0.3%Reduced
Pathstone Holdings, LLC16,293$1.01M0.00%−129−0.8%Reduced
James Investment Research Inc17,362$1.08M0.13%−3,562−17.0%Reduced
BNP Paribas Arbitrage, SA18,974$1.18M0.00%+423+2.3%Added
CWM Advisors, LLC20,254$1.26M0.13%+1,822+9.9%Added
Thrivent Financial for Lutherans21,464$1.33M0.00%−577−2.6%Reduced
Texas Permanent School Fund21,654$1.34M0.01%+286+1.3%Added
Citigroup Inc22,502$1.40M0.00%+7,620+51.2%Added
UBS Group AG23,043$1.43M0.00%−2,715−10.5%Reduced
Jump Financial, LLC23,231$1.44M0.04%+23,231New
Options Solutions, LLC23,850$1.48M0.84%+23,850New
Martingale Asset Management L P23,885$1.48M0.03%+5,500+29.9%Added
Trexquant Investment LP25,368$1.57M0.03%+25,368New
California State Teachers Retirement System26,052$1.62M0.00%−229−0.9%Reduced
Bank of Montreal26,298$1.63M0.00%+110+0.4%Added
O'Shaughnessy Asset Management, LLC26,857$1.67M0.02%+869+3.3%Added
Quadrature Capital Ltd27,321$1.69M0.03%+27,321New
First Trust Advisors LP27,651$1.71M0.00%+1,234+4.7%Added
Alliancebernstein L.P.30,980$1.92M0.00%−2,760−8.2%Reduced
Gamco Investors, Inc. Et Al31,425$1.95M0.02%+1,000+3.3%Added
Great West Life Assurance Co31,884$1.98M0.00%+1,173+3.8%Added
Advisors Preferred, LLC33,848$2.10M0.35%−9,831−22.5%Reduced
SEI Investments Co34,177$2.12M0.00%−24,533−41.8%Reduced
AQR Capital Management LLC35,210$2.18M0.00%−1,906−5.1%Reduced
Two Sigma Advisers, LP35,600$2.21M0.01%+23,600+196.7%Added
Assenagon Asset Management S.A.37,361$2.32M0.01%+1,425+4.0%Added
Balyasny Asset Management LLC37,568$2.33M0.01%+20,854+124.8%Added
Assetmark, Inc37,921$2.35M0.01%+2,071+5.8%Added
Comerica Bank39,233$2.43M0.01%−3,658−8.5%Reduced
Russell Investments Group, Ltd.40,364$2.50M0.00%−2,337−5.5%Reduced
Credit Suisse AG41,520$2.57M0.00%+2,068+5.2%Added
Algert Global LLC41,820$2.59M0.10%−1,450−3.4%Reduced
UBS Asset Management Americas Inc44,626$2.77M0.00%+3,838+9.4%Added
Victory Capital Management Inc46,665$2.89M0.00%−7,204−13.4%Reduced
Public Employees Retirement System of Ohio47,303$2.93M0.01%−4,697−9.0%Reduced
Teacher Retirement System of Texas47,645$2.95M0.02%+32,959+224.4%Added
Barclays PLC48,265$2.99M0.00%+8,151+20.3%Added
Public Sector Pension Investment Board50,718$3.15M0.02%−610−1.2%Reduced
Swiss National Bank51,700$3.21M0.00%+2,500+5.1%Added
Janney Montgomery Scott LLC53,381$3.31M0.01%+2,458+4.8%Added
New York State Teachers Retirement System54,650$3.39M0.01%−1,200−2.1%Reduced
Prudential Financial Inc54,685$3.39M0.00%−896−1.6%Reduced
Vident Advisory, LLC55,332$3.43M0.07%+55,332New
Two Sigma Investments, LP56,270$3.49M0.01%+40,770+263.0%Added
RE Advisers Corp56,900$3.53M0.08%+11,200+24.5%Added
Castleark Management LLC58,650$3.64M0.15%−8,330−12.4%Reduced
Burney Co60,862$3.77M0.14%+60,862New
Wedge Capital Management L L P65,883$4.09M0.07%−3,747−5.4%Reduced
Legal & General Group Plc68,146$4.23M0.00%−210.0%Reduced
Globeflex Capital L P68,494$4.25M0.41%00.0%Unchanged
Panagora Asset Management Inc68,689$4.26M0.02%−92,190−57.3%Reduced
Rhumbline Advisers72,317$4.48M0.00%−983−1.3%Reduced
Private Management Group Inc73,371$4.55M0.17%−67,888−48.1%Reduced
Voya Investment Management LLC79,194$4.91M0.00%−468,921−85.6%Reduced
Qube Research & Technologies Ltd79,939$4.96M0.01%+55,330+224.8%Added
Seizert Capital Partners, LLC83,510$5.18M0.24%+1,188+1.4%Added
Josh Arnold Investment Consultant, LLC83,925$5.20M5.47%+83,925New
Renaissance Technologies LLC90,300$5.60M0.01%+90,300New