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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 76,000 | $4.53M | 0.01% | −14,300−15.8% | Reduced |
| Fisher Asset Management, LLC | 83,761 | $4.99M | 0.00% | −15,665−15.8% | Reduced |
| UBS Asset Management Americas Inc | 85,162 | $5.08M | 0.00% | +40,536+90.8% | Added |
| Ameriprise Financial Inc | 93,880 | $5.60M | 0.00% | −6,530−6.5% | Reduced |
| Two Sigma Advisers, LP | 95,500 | $5.69M | 0.01% | +59,900+168.3% | Added |
| Royce & Associates LP | 101,756 | $6.07M | 0.06% | −18,636−15.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 107,086 | $6.38M | 0.01% | −57,736−35.0% | Reduced |
| Man Group plc | 110,845 | $6.61M | 0.02% | +8,477+8.3% | Added |
| Qube Research & Technologies Ltd | 112,947 | $6.73M | 0.01% | +33,008+41.3% | Added |
| Cresset Asset Management, LLC | 113,148 | $6.75M | 0.03% | +8,138+7.7% | Added |
| Two Sigma Investments, LP | 119,970 | $7.15M | 0.02% | +63,700+113.2% | Added |
| Bank of America Corp | 129,222 | $7.70M | 0.00% | +26,418+25.7% | Added |
| Envestnet Asset Management Inc | 131,146 | $7.82M | 0.00% | +5,032+4.0% | Added |
| Allspring Global Investments Holdings, LLC | 137,200 | $8.18M | 0.01% | −4,355−3.1% | Reduced |
| Principal Financial Group Inc | 140,597 | $8.38M | 0.00% | −2,172−1.5% | Reduced |
| Nuveen Asset Management, LLC | 148,887 | $8.88M | 0.00% | +41,649+38.8% | Added |
| Burney Co | 178,524 | $10.6M | 0.41% | +117,662+193.3% | Added |
| Bank of New York Mellon Corp | 194,737 | $11.6M | 0.00% | −11,664−5.7% | Reduced |
| Eagle Asset Management Inc | 207,893 | $12.3M | 0.07% | +16,649+8.7% | Added |
| Access Investment Management LLC | 218,505 | $13.0M | 4.23% | +315+0.1% | Added |
| O'Keefe Stevens Advisory, Inc. | 219,316 | $13.1M | 4.37% | +610.0% | Added |
| D. E. Shaw & Co., Inc. | 219,531 | $13.1M | 0.02% | +66,051+43.0% | Added |
| Goldman Sachs Group Inc | 222,710 | $13.3M | 0.00% | +54,614+32.5% | Added |
| Jacobs Levy Equity Management, Inc | 247,662 | $14.8M | 0.06% | −34,768−12.3% | Reduced |
| Millennium Management LLC | 253,178 | $15.1M | 0.01% | +131,994+108.9% | Added |
| Marathon Asset Mgmt Ltd | 270,915 | $16.2M | 0.51% | −17,754−6.2% | Reduced |
| Alberta Investment Management Corp | 285,062 | $17.0M | 0.18% | +2,796+1.0% | Added |
| William Blair Investment Management, LLC | 319,038 | $19.0M | 0.05% | −126,777−28.4% | Reduced |
| Charles Schwab Investment Management Inc | 331,672 | $19.8M | 0.00% | +717+0.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 358,516 | $21.4M | 0.09% | −512−0.1% | Reduced |
| Neumeier Poma Investment Counsel LLC | 362,210 | $21.6M | 1.98% | +110,845+44.1% | Added |
| Northern Trust Corp | 389,277 | $23.2M | 0.00% | +32,360+9.1% | Added |
| JPMorgan Chase & Co | 408,011 | $24.3M | 0.00% | −29,956−6.8% | Reduced |
| Standard Life Aberdeen plc | 473,711 | $28.2M | 0.05% | −20,005−4.1% | Reduced |
| Price T Rowe Associates Inc | 511,390 | $30.5M | 0.00% | +182,726+55.6% | Added |
| Geode Capital Management, LLC | 572,587 | $34.1M | 0.00% | +36,934+6.9% | Added |
| Rockefeller Capital Management L.P. | 702,269 | $41.9M | 0.12% | +80,042+12.9% | Added |
| Morgan Stanley | 734,200 | $43.8M | 0.00% | +77,327+11.8% | Added |
| Boston Trust Walden Corp | 809,689 | $48.3M | 0.36% | +3430.0% | Added |
| Invesco Ltd. | 834,114 | $49.7M | 0.01% | +61,418+7.9% | Added |
| Rice Hall James & Associates, LLC | 874,698 | $52.1M | 3.13% | −42,512−4.6% | Reduced |
| Dimensional Fund Advisors LP | 914,009 | $54.5M | 0.01% | −14,608−1.6% | Reduced |
| State Street Corp | 1,056,421 | $63.0M | 0.00% | +28,977+2.8% | Added |
| American Century Companies Inc | 1,152,756 | $68.7M | 0.04% | +152,867+15.3% | Added |
| Simcoe Capital Management, LLC | 1,276,805 | $76.1M | 11.42% | −955,682−42.8% | Reduced |
| Vanguard Group Inc | 1,817,402 | $108.4M | 0.00% | +102,612+6.0% | Added |
| Mawer Investment Management Ltd. | 2,111,112 | $125.9M | 0.60% | +68,908+3.4% | Added |
| BlackRock Inc. | 4,200,355 | $250.4M | 0.01% | +145,084+3.6% | Added |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −95,109−100.0% | Sold out |
| Josh Arnold Investment Consultant, LLC | 0 | $0 | 0.00% | −83,925−100.0% | Sold out |
| Private Management Group Inc | 0 | $0 | 0.00% | −73,371−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −33,848−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −27,321−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −21,654−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −13,347−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −13,034−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −11,018−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,125−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −12,474−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −4,556−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,757−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −3,373−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −3,260−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,310−100.0% | Sold out |
| BFSG, LLC | 0 | $0 | 0.00% | −1,203−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −1,064−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −916−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −291−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Grey Street Capital, LLC | – | – | – | – | Not filed |