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, Q2 2024
Institutional positions in Donnelley Financial Solutions, Inc. as of Jun 30, 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
- 248
- +5 vs. Q1 2024
- Shares held
- 27.4M
- −19.7K (−0.1%) vs. Q1 2024
- Total value
- $1.63B
- −$66.1M (−3.9%) vs. Q1 2024
- New holders
- 31
- 86 more added
- Sold out
- 26
- 85 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Donnelley Financial Solutions, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $59 | 0.00% | −44−97.8% | Reduced |
| Signaturefd, LLC | 4 | $238 | 0.00% | −47−92.2% | Reduced |
| Trust Co of Vermont | 4 | $238 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $238 | 0.00% | +4 | New |
| Parallel Advisors, LLC | 5 | $298 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $298 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $358 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 6 | $358 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 10 | $596 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 12 | $715 | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 14 | $835 | 0.00% | +14 | New |
| Global Retirement Partners, LLC | 15 | $894 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 17 | $1.01K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 18 | $1.07K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $1.07K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 18 | $1.07K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 25 | $1.49K | 0.00% | +25 | New |
| Eagle Bay Advisors LLC | 35 | $2.09K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 36 | $2.15K | 0.00% | +24+200.0% | Added |
| Parkside Financial Bank & Trust | 40 | $2.38K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 54 | $3.21K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 55 | $3.28K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $3.28K | 0.00% | +50+1,000.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 55 | $3.28K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 59 | $3.52K | 0.00% | +1+1.7% | Added |
| Northwestern Mutual Wealth Management Co | 61 | $3.64K | 0.00% | −5−7.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 75 | $4.00K | 0.00% | +75 | New |
| Fifth Third Bancorp | 69 | $4.11K | 0.00% | +15+27.8% | Added |
| Boyd Watterson Asset Management LLC | 76 | $4.53K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 76 | $4.53K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 86 | $5.13K | 0.00% | +86 | New |
| Hillsdale Investment Management Inc. | 100 | $5.96K | 0.00% | +10+11.1% | Added |
| Bessemer Group Inc | 95 | $6.00K | 0.00% | −60−38.7% | Reduced |
| Allworth Financial LP | 93 | $6.07K | 0.00% | −3−3.1% | Reduced |
| Smartleaf Asset Management LLC | 135 | $7.82K | 0.00% | +135 | New |
| GAMMA Investing LLC | 133 | $7.93K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 152 | $9.06K | 0.00% | +131+623.8% | Added |
| WealthCollab, LLC | 162 | $9.66K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 183 | $10.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 187 | $11.0K | 0.01% | +3+1.6% | Added |
| Mather Group, LLC. | 205 | $12.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 226 | $13.5K | 0.00% | −258−53.3% | Reduced |
| Versant Capital Management, Inc | 250 | $14.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 350 | $20.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 472 | $28.0K | 0.00% | +198+72.3% | Added |
| Lindbrook Capital, LLC | 592 | $35.3K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 603 | $36.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 614 | $36.6K | 0.00% | +14+2.3% | Added |
| Huntington National Bank | 660 | $39.3K | 0.00% | −529−44.5% | Reduced |
| CIBC Private Wealth Group, LLC | 679 | $40.0K | 0.00% | +204+42.9% | Added |
| Advisor Group Holdings, Inc. | 679 | $40.5K | 0.00% | −181−21.0% | Reduced |
| Quarry LP | 747 | $44.5K | 0.02% | +621+492.9% | Added |
| nVerses Capital, LLC | 800 | $47.7K | 0.03% | +800 | New |
| EntryPoint Capital, LLC | 907 | $54.1K | 0.03% | +907 | New |
| Ronald Blue Trust, Inc. | 972 | $60.3K | 0.00% | +152+18.5% | Added |
| KBC Group NV | 1,015 | $61.0K | 0.00% | +350+52.6% | Added |
| North Star Investment Management Corp. | 1,358 | $81.0K | 0.01% | −48−3.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,459 | $146.6K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 2,775 | $165.4K | 0.04% | 00.0% | Unchanged |
| Quest Partners LLC | 3,299 | $196.7K | 0.03% | +3,299 | New |
| Royal Bank of Canada | 3,306 | $198.0K | 0.00% | +1,885+132.7% | Added |
| Walleye Capital LLC | 3,358 | $200.2K | 0.00% | −2,681−44.4% | Reduced |
| CAPROCK Group, Inc. | 3,366 | $200.7K | 0.01% | +3,366 | New |
| Mariner, LLC | 3,402 | $202.1K | 0.00% | −51−1.5% | Reduced |
| Pictet Asset Management Holding SA | 3,407 | $203.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,467 | $206.7K | 0.00% | +60+1.8% | Added |
| Baker Ellis Asset Management LLC | 3,500 | $208.7K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,637 | $216.8K | 0.01% | −83−2.2% | Reduced |
| Counterpoint Mutual Funds LLC | 3,642 | $217.1K | 0.05% | +3,642 | New |
| Amundi | 3,698 | $220.9K | 0.00% | −692−15.8% | Reduced |
| ProShare Advisors LLC | 3,813 | $227.3K | 0.00% | −1,176−23.6% | Reduced |
| Zacks Investment Management | 3,815 | $227.4K | 0.00% | +48+1.3% | Added |
| Public Employees Retirement Association of Colorado | 3,840 | $229.0K | 0.00% | −166−4.1% | Reduced |
| Mutual of America Capital Management LLC | 4,096 | $244.2K | 0.00% | −167−3.9% | Reduced |
| Tower Research Capital LLC (TRC) | 4,292 | $255.9K | 0.00% | +2,127+98.2% | Added |
| Crescent Grove Advisors, LLC | 4,501 | $268.4K | 0.03% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 4,652 | $277.4K | 0.00% | −3,671−44.1% | Reduced |
| Point72 Asset Management, L.P. | 4,751 | $283.3K | 0.00% | +4,751 | New |
| UniSuper Management Pty Ltd | 4,884 | $291.2K | 0.00% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 5,040 | $300.5K | 0.07% | +5,040 | New |
| LPL Financial LLC | 5,104 | $304.3K | 0.00% | −4,086−44.5% | Reduced |
| Stifel Financial Corp | 5,332 | $317.9K | 0.00% | −2,155−28.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,370 | $320.2K | 0.00% | +27+0.5% | Added |
| Lazard Asset Management LLC | 5,419 | $323.0K | 0.00% | +5,419 | New |
| Engineers Gate Manager LP | 5,634 | $335.9K | 0.01% | +5,634 | New |
| The PNC Financial Services Group, Inc. | 5,756 | $343.2K | 0.00% | −20−0.3% | Reduced |
| Los Angeles Capital Management LLC | 5,776 | $344.4K | 0.00% | +5,776 | New |
| Marshall Wace, LLP | 5,797 | $345.6K | 0.00% | +5,797 | New |
| TD Asset Management Inc | 5,800 | $345.8K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 5,861 | $349.4K | 0.06% | +5,861 | New |
| CWM Advisors, LLC | 5,926 | $353.3K | 0.04% | −14,328−70.7% | Reduced |
| Bridges Investment Management Inc | 6,029 | $359.4K | 0.01% | +6,029 | New |
| MQS Management LLC | 6,031 | $359.6K | 0.22% | +1,386+29.8% | Added |
| Oregon Public Employees Retirement Fund | 6,041 | $360.2K | 0.01% | −600−9.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,184 | $368.7K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 6,383 | $380.6K | 0.02% | +6,383 | New |
| State of Wyoming | 6,630 | $395.3K | 0.07% | −457−6.4% | Reduced |
| State of Tennessee, Treasury Department | 6,840 | $407.8K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,550 | $411.0K | 0.03% | 00.0% | Unchanged |
| Bridge City Capital, LLC | 6,940 | $413.8K | 0.14% | +935+15.6% | Added |