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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $65 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 2 | $132 | 0.00% | +2 | New |
| Trust Co of Vermont | 4 | $263 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 4 | $263 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $263 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $264 | 0.00% | −2−33.3% | Reduced |
| Parallel Advisors, LLC | 5 | $329 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $329 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 6 | $395 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 10 | $623 | 0.00% | +10 | New |
| Legacy Wealth Managment, LLC | 10 | $623 | 0.00% | +10 | New |
| Private Trust Co NA | 10 | $658 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 11 | $724 | 0.00% | +11 | New |
| Steward Partners Investment Advisory, LLC | 12 | $790 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 13 | $856 | 0.00% | +13 | New |
| Capital Performance Advisors LLP | 13 | $856 | 0.00% | +13 | New |
| Global Retirement Partners, LLC | 15 | $987 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $1.19K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 18 | $1.19K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 21 | $1.38K | 0.00% | −131−86.2% | Reduced |
| Eagle Bay Advisors LLC | 27 | $1.78K | 0.00% | −8−22.9% | Reduced |
| Parkside Financial Bank & Trust | 33 | $2.17K | 0.00% | −7−17.5% | Reduced |
| Sterling Capital Management LLC | 48 | $3.16K | 0.00% | +48 | New |
| Moisand Fitzgerald Tamayo, LLC | 55 | $3.62K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 55 | $3.62K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 57 | $3.75K | 0.00% | −2−3.4% | Reduced |
| Frazier Financial Advisors, LLC | 58 | $3.82K | 0.00% | −28−32.6% | Reduced |
| Principal Securities, Inc. | 62 | $4.08K | 0.00% | +45+264.7% | Added |
| Rothschild Investment LLC | 65 | $4.28K | 0.00% | +10+18.2% | Added |
| Boyd Watterson Asset Management LLC | 76 | $5.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 76 | $5.00K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 77 | $5.07K | 0.00% | +41+113.9% | Added |
| Fifth Third Bancorp | 81 | $5.33K | 0.00% | +12+17.4% | Added |
| Allworth Financial LP | 91 | $5.99K | 0.00% | −2−2.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 92 | $6.06K | 0.00% | +92 | New |
| Hillsdale Investment Management Inc. | 100 | $6.58K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $6.58K | 0.00% | +39+63.9% | Added |
| GAMMA Investing LLC | 125 | $8.23K | 0.00% | −8−6.0% | Reduced |
| Bessemer Group Inc | 130 | $9.00K | 0.00% | +35+36.8% | Added |
| Covestor Ltd | 156 | $10.0K | 0.01% | −31−16.6% | Reduced |
| Geneos Wealth Management Inc. | 157 | $10.3K | 0.00% | +157 | New |
| WealthCollab, LLC | 162 | $10.7K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 169 | $11.1K | 0.00% | +34+25.2% | Added |
| Caldwell Sutter Capital, Inc. | 183 | $12.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 205 | $13.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 250 | $16.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 277 | $18.2K | 0.00% | +51+22.6% | Added |
| Farther Finance Advisors, LLC | 476 | $31.3K | 0.00% | +422+781.5% | Added |
| TD Private Client Wealth LLC | 514 | $33.8K | 0.00% | +164+46.9% | Added |
| CWM, LLC | 573 | $38.0K | 0.00% | +101+21.4% | Added |
| Lindbrook Capital, LLC | 583 | $38.4K | 0.00% | −9−1.5% | Reduced |
| Salem Investment Counselors Inc | 603 | $39.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 614 | $40.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 667 | $43.9K | 0.00% | −12−1.8% | Reduced |
| Huntington National Bank | 754 | $49.6K | 0.00% | +94+14.2% | Added |
| Ronald Blue Trust, Inc. | 902 | $53.8K | 0.00% | −70−7.2% | Reduced |
| KBC Group NV | 1,015 | $67.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,100 | $72.4K | 0.00% | −9,700−89.8% | Reduced |
| Point72 (DIFC) Ltd | 1,126 | $74.1K | 0.01% | +1,126 | New |
| Quest Partners LLC | 1,257 | $82.7K | 0.01% | −2,042−61.9% | Reduced |
| North Star Investment Management Corp. | 1,358 | $89.4K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,116 | $139.3K | 0.00% | −7,909−78.9% | Reduced |
| Acadian Asset Management LLC | 2,526 | $166.0K | 0.00% | +2,526 | New |
| Ameritas Investment Partners, Inc. | 2,615 | $172.1K | 0.01% | +156+6.3% | Added |
| Arlington Trust Co LLC | 2,775 | $182.7K | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 3,106 | $204.5K | 0.00% | +3,106 | New |
| Advisor Group Holdings, Inc. | 3,163 | $208.2K | 0.00% | +2,484+365.8% | Added |
| Aviva PLC | 3,247 | $213.8K | 0.00% | +3,247 | New |
| Brevan Howard Capital Management LP | 3,325 | $218.9K | 0.01% | −3,058−47.9% | Reduced |
| CAPROCK Group, Inc. | 3,366 | $221.6K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,416 | $224.0K | 0.00% | +110+3.3% | Added |
| Pictet Asset Management Holding SA | 3,407 | $224.3K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 3,420 | $225.1K | 0.00% | +3,420 | New |
| Baker Ellis Asset Management LLC | 3,500 | $230.4K | 0.03% | 00.0% | Unchanged |
| FMR LLC | 3,536 | $232.8K | 0.00% | +69+2.0% | Added |
| Verition Fund Management LLC | 3,583 | $235.9K | 0.00% | −5,071−58.6% | Reduced |
| Ancora Advisors, LLC | 3,637 | $239.4K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 3,701 | $243.6K | 0.01% | −4,001−51.9% | Reduced |
| Dark Forest Capital Management LP | 3,739 | $246.1K | 0.03% | +3,739 | New |
| Aigen Investment Management, LP | 3,765 | $247.8K | 0.05% | +3,765 | New |
| Renaissance Technologies LLC | 3,800 | $250.2K | 0.00% | −72,200−95.0% | Reduced |
| Public Employees Retirement Association of Colorado | 3,840 | $253.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 3,861 | $254.3K | 0.00% | −16,041−80.6% | Reduced |
| Scientech Research LLC | 3,931 | $258.8K | 0.05% | +3,931 | New |
| Mutual of America Capital Management LLC | 4,017 | $264.4K | 0.00% | −79−1.9% | Reduced |
| SkyOak Wealth, LLC | 4,115 | $270.9K | 0.06% | −925−18.4% | Reduced |
| TD Asset Management Inc | 4,300 | $282.2K | 0.00% | −1,500−25.9% | Reduced |
| Gotham Asset Management, LLC | 4,400 | $289.7K | 0.00% | −252−5.4% | Reduced |
| Crescent Grove Advisors, LLC | 4,501 | $296.3K | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,649 | $306.0K | 0.01% | −11,288−70.8% | Reduced |
| Amundi | 4,702 | $306.6K | 0.00% | +1,004+27.1% | Added |
| Sherbrooke Park Advisers LLC | 4,661 | $306.8K | 0.07% | −1,200−20.5% | Reduced |
| Engineers Gate Manager LP | 4,749 | $312.6K | 0.01% | −885−15.7% | Reduced |
| Level Four Advisory Services, LLC | 5,533 | $322.8K | 0.01% | +5,533 | New |
| Mariner, LLC | 4,986 | $328.2K | 0.00% | +1,584+46.6% | Added |
| LPL Financial LLC | 5,008 | $329.7K | 0.00% | −96−1.9% | Reduced |
| Alps Advisors Inc | 5,150 | $339.0K | 0.00% | +5,150 | New |
| Tower Research Capital LLC (TRC) | 5,166 | $340.1K | 0.01% | +874+20.4% | Added |
| Shell Asset Management Co | 5,353 | $352.0K | 0.02% | +5,353 | New |
| Raymond James & Associates | 5,365 | $353.2K | 0.00% | −2,802−34.3% | Reduced |