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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 69,593 | $4.58M | 0.00% | +1,929+2.9% | Added |
| NewSquare Capital LLC | 70,238 | $4.62M | 0.37% | +70,238 | New |
| Rhumbline Advisers | 73,028 | $4.81M | 0.00% | −1,051−1.4% | Reduced |
| Seizert Capital Partners, LLC | 74,235 | $4.89M | 0.22% | −631−0.8% | Reduced |
| Barclays PLC | 75,359 | $4.96M | 0.00% | +18,686+33.0% | Added |
| Advisors Preferred, LLC | 77,834 | $5.09M | 0.78% | +77,834 | New |
| Cubist Systematic Strategies, LLC | 81,226 | $5.35M | 0.08% | +16,483+25.5% | Added |
| Fisher Asset Management, LLC | 83,375 | $5.49M | 0.00% | −386−0.5% | Reduced |
| Great Lakes Advisors, LLC | 83,752 | $5.51M | 0.05% | +12,215+17.1% | Added |
| UBS Asset Management Americas Inc | 84,407 | $5.56M | 0.00% | −755−0.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 86,288 | $5.68M | 0.00% | −20,798−19.4% | Reduced |
| Man Group plc | 95,636 | $6.30M | 0.02% | −15,209−13.7% | Reduced |
| Royce & Associates LP | 96,628 | $6.36M | 0.06% | −5,128−5.0% | Reduced |
| Millennium Management LLC | 99,767 | $6.57M | 0.01% | −153,411−60.6% | Reduced |
| Cresset Asset Management, LLC | 113,327 | $7.46M | 0.03% | +179+0.2% | Added |
| Bank of America Corp | 113,680 | $7.48M | 0.00% | −15,542−12.0% | Reduced |
| Envestnet Asset Management Inc | 116,638 | $7.68M | 0.00% | −14,508−11.1% | Reduced |
| Two Sigma Investments, LP | 117,439 | $7.73M | 0.02% | −2,531−2.1% | Reduced |
| Two Sigma Advisers, LP | 119,400 | $7.86M | 0.02% | +23,900+25.0% | Added |
| Principal Financial Group Inc | 126,262 | $8.31M | 0.00% | −14,335−10.2% | Reduced |
| Qube Research & Technologies Ltd | 128,108 | $8.43M | 0.02% | +15,161+13.4% | Added |
| Prudential Financial Inc | 136,271 | $8.97M | 0.01% | +60,586+80.1% | Added |
| Eagle Asset Management Inc | 160,418 | $9.82M | 0.05% | −47,475−22.8% | Reduced |
| Nuveen Asset Management, LLC | 149,588 | $9.85M | 0.00% | +701+0.5% | Added |
| Granite Investment Partners, LLC | 155,047 | $10.2M | 0.44% | +155,047 | New |
| Allspring Global Investments Holdings, LLC | 159,590 | $10.5M | 0.02% | +22,390+16.3% | Added |
| Bank of New York Mellon Corp | 174,432 | $11.5M | 0.00% | −20,305−10.4% | Reduced |
| D. E. Shaw & Co., Inc. | 174,474 | $11.5M | 0.02% | −45,057−20.5% | Reduced |
| Burney Co | 182,811 | $12.0M | 0.43% | +4,287+2.4% | Added |
| Alberta Investment Management Corp | 202,289 | $13.3M | 0.12% | −82,773−29.0% | Reduced |
| Goldman Sachs Group Inc | 205,152 | $13.5M | 0.00% | −17,558−7.9% | Reduced |
| Access Investment Management LLC | 218,575 | $14.4M | 4.38% | +700.0% | Added |
| O'Keefe Stevens Advisory, Inc. | 220,318 | $14.5M | 4.39% | +1,002+0.5% | Added |
| Marathon Asset Mgmt Ltd | 242,792 | $16.0M | 0.44% | −28,123−10.4% | Reduced |
| William Blair Investment Management, LLC | 322,064 | $21.2M | 0.05% | +3,026+0.9% | Added |
| Neumeier Poma Investment Counsel LLC | 329,025 | $21.7M | 2.06% | −33,185−9.2% | Reduced |
| Charles Schwab Investment Management Inc | 351,412 | $23.1M | 0.00% | +19,740+6.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 357,619 | $23.5M | 0.09% | −897−0.3% | Reduced |
| Standard Life Aberdeen plc | 436,543 | $28.7M | 0.05% | −37,168−7.8% | Reduced |
| JPMorgan Chase & Co | 454,284 | $29.9M | 0.00% | +46,273+11.3% | Added |
| Northern Trust Corp | 465,355 | $30.6M | 0.01% | +76,078+19.5% | Added |
| Price T Rowe Associates Inc | 555,364 | $36.6M | 0.00% | +43,974+8.6% | Added |
| Geode Capital Management, LLC | 593,239 | $39.1M | 0.00% | +20,652+3.6% | Added |
| Rockefeller Capital Management L.P. | 675,937 | $44.5M | 0.12% | −26,332−3.7% | Reduced |
| Boston Trust Walden Corp | 790,335 | $52.0M | 0.36% | −19,354−2.4% | Reduced |
| Morgan Stanley | 833,962 | $54.9M | 0.00% | +99,762+13.6% | Added |
| Dimensional Fund Advisors LP | 896,385 | $59.0M | 0.01% | −17,624−1.9% | Reduced |
| Rice Hall James & Associates, LLC | 899,567 | $59.2M | 3.20% | +24,869+2.8% | Added |
| Simcoe Capital Management, LLC | 1,008,206 | $66.4M | 8.71% | −268,599−21.0% | Reduced |
| State Street Corp | 1,060,700 | $69.8M | 0.00% | +4,279+0.4% | Added |
| Invesco Ltd. | 1,143,827 | $75.3M | 0.01% | +309,713+37.1% | Added |
| American Century Companies Inc | 1,155,776 | $76.1M | 0.04% | +3,020+0.3% | Added |
| Vanguard Group Inc | 1,870,884 | $123.2M | 0.00% | +53,482+2.9% | Added |
| Mawer Investment Management Ltd. | 2,021,103 | $133.0M | 0.61% | −90,009−4.3% | Reduced |
| BlackRock, Inc. | 4,339,164 | $285.6M | 0.01% | +4,339,164 | New |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −247,662−100.0% | Sold out |
| Tensile Capital Management LP | 0 | $0 | 0.00% | −74,109−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −29,952−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −20,728−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −19,077−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| SummerHaven Investment Management, LLC | 0 | $0 | 0.00% | −15,839−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −7,166−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −6,031−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −4,884−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −3,815−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −3,642−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −3,358−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −907−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −747−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |