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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
Nisa Investment Advisors, LLC484$30.0K0.00%+17+3.6%Added
CIBC Private Wealth Group, LLC475$29.5K0.00%+475New
Spire Wealth Management409$25.4K0.00%−412−50.2%Reduced
TD Private Client Wealth LLC350$21.7K0.00%+71+25.4%Added
Point72 Hong Kong Ltd291$18.0K0.00%+291New
CWM, LLC274$17.0K0.00%+2+0.7%Added
Versant Capital Management, Inc250$15.5K0.00%00.0%Unchanged
Mather Group, LLC.205$12.8K0.00%+205New
Covestor Ltd184$12.0K0.01%+10+5.7%Added
Caldwell Sutter Capital, Inc.183$11.3K0.01%00.0%Unchanged
WealthCollab, LLC162$10.0K0.01%00.0%Unchanged
Bessemer Group Inc155$10.0K0.00%+68+78.2%Added
GAMMA Investing LLC133$8.25K0.00%00.0%Unchanged
Quarry LP126$7.81K0.00%+90+250.0%Added
Allworth Financial LP96$5.95K0.00%−3−3.0%Reduced
Hillsdale Investment Management Inc.90$5.58K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC76$4.71K0.00%00.0%Unchanged
LGT Financial Advisors LLC76$4.71K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co66$4.09K0.00%+5+8.2%Added
Altshuler Shaham Ltd58$3.60K0.00%−250−81.2%Reduced
Moisand Fitzgerald Tamayo, LLC55$3.41K0.00%00.0%Unchanged
Massmutual Trust Co FSB55$3.41K0.00%00.0%Unchanged
Farther Finance Advisors, LLC54$3.35K0.00%00.0%Unchanged
Fifth Third Bancorp54$3.35K0.00%00.0%Unchanged
Signaturefd, LLC51$3.16K0.00%+47+1,175.0%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC45$2.79K0.00%+45New
Parkside Financial Bank & Trust40$2.48K0.00%00.0%Unchanged
Eagle Bay Advisors LLC35$2.17K0.00%+35New
GWM Advisors LLC21$1.30K0.00%−212−91.0%Reduced
Farmers & Merchants Investments Inc18$1.12K0.00%00.0%Unchanged
Country Trust Bank18$1.12K0.00%+18New
Anfield Capital Management, LLC18$1.12K0.00%+18New
Principal Securities, Inc.17$1.05K0.00%00.0%Unchanged
Global Retirement Partners, LLC15$9300.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC12$7440.00%00.0%Unchanged
Umb Bank N A12$7440.00%+12New
Private Trust Co NA10$6200.00%00.0%Unchanged
HighMark Wealth Management LLC9$5580.00%00.0%Unchanged
Abound Wealth Management6$3730.00%00.0%Unchanged
Dogwood Wealth Management LLC6$3720.00%00.0%Unchanged
Federated Hermes, Inc.5$3100.00%00.0%Unchanged
Parallel Advisors, LLC5$3100.00%00.0%Unchanged
Rothschild Investment LLC5$3100.00%+5New
CoreCap Advisors, LLC5$3100.00%+5New
Trust Co of Vermont4$2480.00%00.0%Unchanged
Macquarie Group Ltd79$50.00%+79New
EAM Global Investors LLC0$00.00%−65,562−100.0%Sold out
EAM Investors, LLC0$00.00%−60,573−100.0%Sold out
Advisory Research Inc0$00.00%−55,981−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−12,629−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−7,337−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−6,834−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−6,562−100.0%Sold out
LSV Asset Management0$00.00%−4,800−100.0%Sold out
Captrust Financial Advisors0$00.00%−4,451−100.0%Sold out
Lazard Asset Management LLC0$00.00%−1,970−100.0%Sold out
Acadian Asset Management LLC0$00.00%−1,068−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−217−100.0%Sold out
West Tower Group, LLC0$00.00%−192−100.0%Sold out
NBC Securities, Inc.0$00.00%−37−100.0%Sold out
Pineridge Advisors LLC0$00.00%−29−100.0%Sold out
Oakworth Capital, Inc.0$00.00%−20−100.0%Sold out