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, Q3 2024
Institutional positions in Donnelley Financial Solutions, Inc. as of Sep 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
- 255
- +9 vs. Q2 2024
- Shares held
- 27.3M
- +4.13M (+17.8%) vs. Q2 2024
- Total value
- $1.80B
- +$415.0M (+30.0%) vs. Q2 2024
- New holders
- 28
- 94 more added
- Sold out
- 19
- 87 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Donnelley Financial Solutions, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,339,164 | $285.6M | 0.01% | +4,339,164 | New |
| Mawer Investment Management Ltd. | 2,021,103 | $133.0M | 0.61% | −90,009−4.3% | Reduced |
| Vanguard Group Inc | 1,870,884 | $123.2M | 0.00% | +53,482+2.9% | Added |
| American Century Companies Inc | 1,155,776 | $76.1M | 0.04% | +3,020+0.3% | Added |
| Invesco Ltd. | 1,143,827 | $75.3M | 0.01% | +309,713+37.1% | Added |
| State Street Corp | 1,060,700 | $69.8M | 0.00% | +4,279+0.4% | Added |
| Simcoe Capital Management, LLC | 1,008,206 | $66.4M | 8.71% | −268,599−21.0% | Reduced |
| Rice Hall James & Associates, LLC | 899,567 | $59.2M | 3.20% | +24,869+2.8% | Added |
| Dimensional Fund Advisors LP | 896,385 | $59.0M | 0.01% | −17,624−1.9% | Reduced |
| Morgan Stanley | 833,962 | $54.9M | 0.00% | +99,762+13.6% | Added |
| Boston Trust Walden Corp | 790,335 | $52.0M | 0.36% | −19,354−2.4% | Reduced |
| Rockefeller Capital Management L.P. | 675,937 | $44.5M | 0.12% | −26,332−3.7% | Reduced |
| Geode Capital Management, LLC | 593,239 | $39.1M | 0.00% | +20,652+3.6% | Added |
| Price T Rowe Associates Inc | 555,364 | $36.6M | 0.00% | +43,974+8.6% | Added |
| Northern Trust Corp | 465,355 | $30.6M | 0.01% | +76,078+19.5% | Added |
| JPMorgan Chase & Co | 454,284 | $29.9M | 0.00% | +46,273+11.3% | Added |
| Standard Life Aberdeen plc | 436,543 | $28.7M | 0.05% | −37,168−7.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 357,619 | $23.5M | 0.09% | −897−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 351,412 | $23.1M | 0.00% | +19,740+6.0% | Added |
| Neumeier Poma Investment Counsel LLC | 329,025 | $21.7M | 2.06% | −33,185−9.2% | Reduced |
| William Blair Investment Management, LLC | 322,064 | $21.2M | 0.05% | +3,026+0.9% | Added |
| Marathon Asset Mgmt Ltd | 242,792 | $16.0M | 0.44% | −28,123−10.4% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 220,318 | $14.5M | 4.39% | +1,002+0.5% | Added |
| Access Investment Management LLC | 218,575 | $14.4M | 4.38% | +700.0% | Added |
| Goldman Sachs Group Inc | 205,152 | $13.5M | 0.00% | −17,558−7.9% | Reduced |
| Alberta Investment Management Corp | 202,289 | $13.3M | 0.12% | −82,773−29.0% | Reduced |
| Burney Co | 182,811 | $12.0M | 0.43% | +4,287+2.4% | Added |
| D. E. Shaw & Co., Inc. | 174,474 | $11.5M | 0.02% | −45,057−20.5% | Reduced |
| Bank of New York Mellon Corp | 174,432 | $11.5M | 0.00% | −20,305−10.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 159,590 | $10.5M | 0.02% | +22,390+16.3% | Added |
| Granite Investment Partners, LLC | 155,047 | $10.2M | 0.44% | +155,047 | New |
| Nuveen Asset Management, LLC | 149,588 | $9.85M | 0.00% | +701+0.5% | Added |
| Eagle Asset Management Inc | 160,418 | $9.82M | 0.05% | −47,475−22.8% | Reduced |
| Prudential Financial Inc | 136,271 | $8.97M | 0.01% | +60,586+80.1% | Added |
| Qube Research & Technologies Ltd | 128,108 | $8.43M | 0.02% | +15,161+13.4% | Added |
| Principal Financial Group Inc | 126,262 | $8.31M | 0.00% | −14,335−10.2% | Reduced |
| Two Sigma Advisers, LP | 119,400 | $7.86M | 0.02% | +23,900+25.0% | Added |
| Two Sigma Investments, LP | 117,439 | $7.73M | 0.02% | −2,531−2.1% | Reduced |
| Envestnet Asset Management Inc | 116,638 | $7.68M | 0.00% | −14,508−11.1% | Reduced |
| Bank of America Corp | 113,680 | $7.48M | 0.00% | −15,542−12.0% | Reduced |
| Cresset Asset Management, LLC | 113,327 | $7.46M | 0.03% | +179+0.2% | Added |
| Millennium Management LLC | 99,767 | $6.57M | 0.01% | −153,411−60.6% | Reduced |
| Royce & Associates LP | 96,628 | $6.36M | 0.06% | −5,128−5.0% | Reduced |
| Man Group plc | 95,636 | $6.30M | 0.02% | −15,209−13.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 86,288 | $5.68M | 0.00% | −20,798−19.4% | Reduced |
| UBS Asset Management Americas Inc | 84,407 | $5.56M | 0.00% | −755−0.9% | Reduced |
| Great Lakes Advisors, LLC | 83,752 | $5.51M | 0.05% | +12,215+17.1% | Added |
| Fisher Asset Management, LLC | 83,375 | $5.49M | 0.00% | −386−0.5% | Reduced |
| Cubist Systematic Strategies, LLC | 81,226 | $5.35M | 0.08% | +16,483+25.5% | Added |
| Advisors Preferred, LLC | 77,834 | $5.09M | 0.78% | +77,834 | New |
| Barclays PLC | 75,359 | $4.96M | 0.00% | +18,686+33.0% | Added |
| Seizert Capital Partners, LLC | 74,235 | $4.89M | 0.22% | −631−0.8% | Reduced |
| Rhumbline Advisers | 73,028 | $4.81M | 0.00% | −1,051−1.4% | Reduced |
| NewSquare Capital LLC | 70,238 | $4.62M | 0.37% | +70,238 | New |
| Legal & General Group Plc | 69,593 | $4.58M | 0.00% | +1,929+2.9% | Added |
| Globeflex Capital L P | 68,494 | $4.51M | 0.43% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 67,015 | $4.41M | 0.00% | −26,865−28.6% | Reduced |
| Jane Street Group, LLC | 66,931 | $4.41M | 0.01% | +57,477+608.0% | Added |
| Castleark Management LLC | 58,620 | $3.86M | 0.16% | +540+0.9% | Added |
| RE Advisers Corp | 56,900 | $3.75M | 0.09% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 56,684 | $3.73M | 0.02% | +1,900+3.5% | Added |
| Janney Montgomery Scott LLC | 56,507 | $3.72M | 0.01% | +1,423+2.6% | Added |
| Swiss National Bank | 54,300 | $3.57M | 0.00% | +2,600+5.0% | Added |
| Public Employees Retirement System of Ohio | 53,443 | $3.52M | 0.02% | −864−1.6% | Reduced |
| New York State Teachers Retirement System | 51,843 | $3.41M | 0.01% | −1,007−1.9% | Reduced |
| Citadel Advisors LLC | 51,404 | $3.38M | 0.00% | −7,514−12.8% | Reduced |
| Phocas Financial Corp. | 51,102 | $3.36M | 0.49% | −3,203−5.9% | Reduced |
| AQR Capital Management LLC | 46,691 | $3.07M | 0.00% | +3,517+8.1% | Added |
| Assetmark, Inc | 44,873 | $2.95M | 0.01% | +3,420+8.3% | Added |
| Vident Advisory, LLC | 42,550 | $2.80M | 0.07% | −11,742−21.6% | Reduced |
| Assenagon Asset Management S.A. | 42,287 | $2.78M | 0.01% | +13,757+48.2% | Added |
| New York State Common Retirement Fund | 37,787 | $2.49M | 0.00% | +17,636+87.5% | Added |
| Great West Life Assurance Co | 35,836 | $2.36M | 0.00% | +222+0.6% | Added |
| First Trust Advisors LP | 35,800 | $2.36M | 0.00% | +8,174+29.6% | Added |
| SEI Investments Co | 34,395 | $2.26M | 0.00% | −15,249−30.7% | Reduced |
| Wedge Capital Management L L P | 33,235 | $2.19M | 0.04% | −7,920−19.2% | Reduced |
| Citigroup Inc | 32,919 | $2.17M | 0.00% | +14,113+75.0% | Added |
| Bridge City Capital, LLC | 30,697 | $2.02M | 0.56% | +23,757+342.3% | Added |
| Alliancebernstein L.P. | 30,480 | $2.01M | 0.00% | −350−1.1% | Reduced |
| Victory Capital Management Inc | 30,106 | $1.98M | 0.00% | +119+0.4% | Added |
| Voloridge Investment Management, LLC | 28,821 | $1.90M | 0.01% | +14,017+94.7% | Added |
| Martingale Asset Management L P | 28,429 | $1.87M | 0.04% | +3,042+12.0% | Added |
| O'Shaughnessy Asset Management, LLC | 26,641 | $1.76M | 0.02% | +193+0.7% | Added |
| Deutsche Bank AG | 26,557 | $1.75M | 0.00% | +15,304+136.0% | Added |
| Balyasny Asset Management LLC | 26,203 | $1.72M | 0.00% | +11,167+74.3% | Added |
| California State Teachers Retirement System | 26,197 | $1.72M | 0.00% | +653+2.6% | Added |
| Federated Hermes, Inc. | 25,351 | $1.67M | 0.00% | +2,520+11.0% | Added |
| Deerfield Management Company, L.P. (Series C) | 24,968 | $1.64M | 0.02% | +24,968 | New |
| Bank of Montreal | 23,190 | $1.52M | 0.00% | −3,184−12.1% | Reduced |
| Russell Investments Group, Ltd. | 22,754 | $1.50M | 0.00% | −9,330−29.1% | Reduced |
| Comerica Bank | 21,650 | $1.43M | 0.01% | −413−1.9% | Reduced |
| UBS Group AG | 21,438 | $1.41M | 0.00% | −3,066−12.5% | Reduced |
| Thrivent Financial for Lutherans | 20,975 | $1.38M | 0.00% | +289+1.4% | Added |
| Squarepoint Ops LLC | 20,339 | $1.34M | 0.00% | +994+5.1% | Added |
| Trexquant Investment LP | 19,022 | $1.25M | 0.02% | −14,215−42.8% | Reduced |
| SG Americas Securities, LLC | 18,078 | $1.19M | 0.00% | +18,078 | New |
| Panagora Asset Management Inc | 17,957 | $1.18M | 0.01% | −19,099−51.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 17,836 | $1.17M | 0.12% | +9,197+106.5% | Added |
| James Investment Research Inc | 17,362 | $1.14M | 0.13% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 17,202 | $1.13M | 0.01% | +87+0.5% | Added |