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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 614 | $36.6K | 0.00% | +14+2.3% | Added |
| Salem Investment Counselors Inc | 603 | $36.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 592 | $35.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 472 | $28.0K | 0.00% | +198+72.3% | Added |
| TD Private Client Wealth LLC | 350 | $20.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 250 | $14.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 226 | $13.5K | 0.00% | −258−53.3% | Reduced |
| Mather Group, LLC. | 205 | $12.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 187 | $11.0K | 0.01% | +3+1.6% | Added |
| Caldwell Sutter Capital, Inc. | 183 | $10.9K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 162 | $9.66K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 152 | $9.06K | 0.00% | +131+623.8% | Added |
| GAMMA Investing LLC | 133 | $7.93K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 135 | $7.82K | 0.00% | +135 | New |
| Allworth Financial LP | 93 | $6.07K | 0.00% | −3−3.1% | Reduced |
| Bessemer Group Inc | 95 | $6.00K | 0.00% | −60−38.7% | Reduced |
| Hillsdale Investment Management Inc. | 100 | $5.96K | 0.00% | +10+11.1% | Added |
| Frazier Financial Advisors, LLC | 86 | $5.13K | 0.00% | +86 | New |
| 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 |
| Fifth Third Bancorp | 69 | $4.11K | 0.00% | +15+27.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 75 | $4.00K | 0.00% | +75 | New |
| Northwestern Mutual Wealth Management Co | 61 | $3.64K | 0.00% | −5−7.6% | Reduced |
| Altshuler Shaham Ltd | 59 | $3.52K | 0.00% | +1+1.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 55 | $3.28K | 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 |
| Farther Finance Advisors, LLC | 54 | $3.21K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 40 | $2.38K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 36 | $2.15K | 0.00% | +24+200.0% | Added |
| Eagle Bay Advisors LLC | 35 | $2.09K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 25 | $1.49K | 0.00% | +25 | New |
| 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 |
| Principal Securities, Inc. | 17 | $1.01K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15 | $894 | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 14 | $835 | 0.00% | +14 | New |
| Steward Partners Investment Advisory, LLC | 12 | $715 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 10 | $596 | 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 |
| Parallel Advisors, LLC | 5 | $298 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $298 | 0.00% | 00.0% | Unchanged |
| 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 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $59 | 0.00% | −44−97.8% | Reduced |
| 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 |