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 |
|---|---|---|---|---|---|
| Huntington National Bank | 754 | $49.6K | 0.00% | +94+14.2% | Added |
| CIBC Private Wealth Group, LLC | 667 | $43.9K | 0.00% | −12−1.8% | Reduced |
| Quadrant Capital Group LLC | 614 | $40.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 603 | $39.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 583 | $38.4K | 0.00% | −9−1.5% | Reduced |
| CWM, LLC | 573 | $38.0K | 0.00% | +101+21.4% | Added |
| TD Private Client Wealth LLC | 514 | $33.8K | 0.00% | +164+46.9% | Added |
| Farther Finance Advisors, LLC | 476 | $31.3K | 0.00% | +422+781.5% | Added |
| Nisa Investment Advisors, LLC | 277 | $18.2K | 0.00% | +51+22.6% | Added |
| Versant Capital Management, Inc | 250 | $16.5K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 205 | $13.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 183 | $12.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 169 | $11.1K | 0.00% | +34+25.2% | Added |
| WealthCollab, LLC | 162 | $10.7K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 157 | $10.3K | 0.00% | +157 | New |
| Covestor Ltd | 156 | $10.0K | 0.01% | −31−16.6% | Reduced |
| Bessemer Group Inc | 130 | $9.00K | 0.00% | +35+36.8% | Added |
| GAMMA Investing LLC | 125 | $8.23K | 0.00% | −8−6.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 100 | $6.58K | 0.00% | +39+63.9% | Added |
| Hillsdale Investment Management Inc. | 100 | $6.58K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 92 | $6.06K | 0.00% | +92 | New |
| Allworth Financial LP | 91 | $5.99K | 0.00% | −2−2.2% | Reduced |
| Fifth Third Bancorp | 81 | $5.33K | 0.00% | +12+17.4% | Added |
| Umb Bank N A | 77 | $5.07K | 0.00% | +41+113.9% | 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 |
| Rothschild Investment LLC | 65 | $4.28K | 0.00% | +10+18.2% | Added |
| Principal Securities, Inc. | 62 | $4.08K | 0.00% | +45+264.7% | Added |
| Frazier Financial Advisors, LLC | 58 | $3.82K | 0.00% | −28−32.6% | Reduced |
| Altshuler Shaham Ltd | 57 | $3.75K | 0.00% | −2−3.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 55 | $3.62K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 55 | $3.62K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 48 | $3.16K | 0.00% | +48 | New |
| Parkside Financial Bank & Trust | 33 | $2.17K | 0.00% | −7−17.5% | Reduced |
| Eagle Bay Advisors LLC | 27 | $1.78K | 0.00% | −8−22.9% | Reduced |
| GWM Advisors LLC | 21 | $1.38K | 0.00% | −131−86.2% | Reduced |
| Farmers & Merchants Investments Inc | 18 | $1.19K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 18 | $1.19K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15 | $987 | 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 |
| Steward Partners Investment Advisory, LLC | 12 | $790 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 11 | $724 | 0.00% | +11 | New |
| Private Trust Co NA | 10 | $658 | 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 |
| Dogwood Wealth Management LLC | 6 | $395 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5 | $329 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $329 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $264 | 0.00% | −2−33.3% | Reduced |
| 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 |
| Mendota Financial Group, LLC | 2 | $132 | 0.00% | +2 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $65 | 0.00% | 00.0% | Unchanged |
| 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 |