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 |
|---|---|---|---|---|---|
| Waratah Capital Advisors Ltd. | 95,109 | $5.90M | 0.30% | +56,306+145.1% | Added |
| Empowered Funds, LLC | 97,423 | $6.04M | 0.11% | +97,423 | New |
| Fisher Asset Management, LLC | 99,426 | $6.17M | 0.00% | −2,697−2.6% | Reduced |
| Ameriprise Financial Inc | 100,410 | $6.23M | 0.00% | −34,789−25.7% | Reduced |
| Man Group plc | 102,368 | $6.35M | 0.02% | −21,966−17.7% | Reduced |
| Bank of America Corp | 102,804 | $6.37M | 0.00% | +2,866+2.9% | Added |
| Cresset Asset Management, LLC | 105,010 | $6.51M | 0.03% | +51,405+95.9% | Added |
| Nuveen Asset Management, LLC | 107,238 | $6.65M | 0.00% | +519+0.5% | Added |
| Citadel Advisors LLC | 117,650 | $7.30M | 0.01% | +93,574+388.7% | Added |
| Royce & Associates LP | 120,392 | $7.47M | 0.07% | −494−0.4% | Reduced |
| Millennium Management LLC | 121,184 | $7.51M | 0.01% | +16,092+15.3% | Added |
| Envestnet Asset Management Inc | 126,114 | $7.82M | 0.00% | +5,795+4.8% | Added |
| Allspring Global Investments Holdings, LLC | 141,555 | $8.78M | 0.01% | +40,181+39.6% | Added |
| Principal Financial Group Inc | 142,769 | $8.85M | 0.01% | −260.0% | Reduced |
| D. E. Shaw & Co., Inc. | 153,480 | $9.52M | 0.01% | −30,452−16.6% | Reduced |
| Tensile Capital Management LP | 161,209 | $10.0M | 1.09% | −190,000−54.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 164,822 | $10.2M | 0.01% | +61,794+60.0% | Added |
| Goldman Sachs Group Inc | 168,096 | $10.4M | 0.00% | +60,201+55.8% | Added |
| Eagle Asset Management Inc | 191,244 | $11.9M | 0.06% | −5,166−2.6% | Reduced |
| Bank of New York Mellon Corp | 206,401 | $12.8M | 0.00% | −27,959−11.9% | Reduced |
| Access Investment Management LLC | 218,190 | $13.5M | 4.47% | +450.0% | Added |
| O'Keefe Stevens Advisory, Inc. | 219,255 | $13.6M | 4.46% | −170.0% | Reduced |
| Neumeier Poma Investment Counsel LLC | 251,365 | $15.6M | 1.43% | +251,365 | New |
| Alberta Investment Management Corp | 282,266 | $17.5M | 0.18% | +8,489+3.1% | Added |
| Jacobs Levy Equity Management, Inc | 282,430 | $17.5M | 0.08% | −13,025−4.4% | Reduced |
| Marathon Asset Mgmt Ltd | 288,669 | $17.9M | 0.48% | −179,981−38.4% | Reduced |
| Price T Rowe Associates Inc | 328,664 | $20.4M | 0.00% | +302,957+1,178.5% | Added |
| Charles Schwab Investment Management Inc | 330,955 | $20.5M | 0.00% | +2,905+0.9% | Added |
| Northern Trust Corp | 356,917 | $22.1M | 0.00% | −8,724−2.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 359,028 | $22.3M | 0.10% | −24,269−6.3% | Reduced |
| JPMorgan Chase & Co | 437,967 | $27.2M | 0.00% | +30,166+7.4% | Added |
| William Blair Investment Management, LLC | 445,815 | $27.6M | 0.07% | +3,416+0.8% | Added |
| Standard Life Aberdeen plc | 493,716 | $30.6M | 0.06% | −20,319−4.0% | Reduced |
| Geode Capital Management, LLC | 535,653 | $33.2M | 0.00% | +14,277+2.7% | Added |
| Rockefeller Capital Management L.P. | 622,227 | $38.6M | 0.11% | −14,975−2.4% | Reduced |
| Morgan Stanley | 656,873 | $40.7M | 0.00% | −88,873−11.9% | Reduced |
| Invesco Ltd. | 772,696 | $47.9M | 0.01% | +27,752+3.7% | Added |
| Boston Trust Walden Corp | 809,346 | $50.2M | 0.36% | +112,364+16.1% | Added |
| Rice Hall James & Associates, LLC | 917,210 | $56.9M | 3.25% | −31,256−3.3% | Reduced |
| Dimensional Fund Advisors LP | 928,617 | $57.6M | 0.02% | −19,863−2.1% | Reduced |
| American Century Companies Inc | 999,889 | $62.0M | 0.04% | +114,217+12.9% | Added |
| State Street Corp | 1,027,444 | $63.7M | 0.00% | +20,728+2.1% | Added |
| Vanguard Group Inc | 1,714,790 | $106.3M | 0.00% | −17,883−1.0% | Reduced |
| Mawer Investment Management Ltd. | 2,042,204 | $126.6M | 0.59% | +657,835+47.5% | Added |
| Simcoe Capital Management, LLC | 2,232,487 | $138.4M | 18.92% | −253,776−10.2% | Reduced |
| BlackRock Inc. | 4,055,271 | $251.5M | 0.01% | +80,509+2.0% | Added |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −65,562−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −60,573−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −55,981−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −12,629−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −7,337−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −6,834−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,562−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −4,451−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,970−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,068−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |