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, Q4 2024
Institutional positions in Donnelley Financial Solutions, Inc. as of Dec 31, 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
- 245
- −8 vs. Q3 2024
- Shares held
- 28.1M
- +979.7K (+3.6%) vs. Q3 2024
- Total value
- $1.76B
- −$22.9M (−1.3%) vs. Q3 2024
- New holders
- 37
- 83 more added
- Sold out
- 45
- 83 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Donnelley Financial Solutions, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,495,784 | $282.0M | 0.01% | +156,620+3.6% | Added |
| Vanguard Group Inc | 1,849,957 | $116.0M | 0.00% | −20,927−1.1% | Reduced |
| Mawer Investment Management Ltd. | 1,735,562 | $108.9M | 0.49% | −285,541−14.1% | Reduced |
| State Street Corp | 1,164,615 | $73.1M | 0.00% | +103,915+9.8% | Added |
| Invesco Ltd. | 1,026,630 | $64.4M | 0.01% | −117,197−10.2% | Reduced |
| American Century Companies Inc | 993,634 | $62.3M | 0.04% | −162,142−14.0% | Reduced |
| Dimensional Fund Advisors LP | 879,455 | $55.2M | 0.01% | −16,930−1.9% | Reduced |
| Rice Hall James & Associates, LLC | 843,758 | $52.9M | 2.91% | −55,809−6.2% | Reduced |
| Morgan Stanley | 788,848 | $49.5M | 0.00% | −45,114−5.4% | Reduced |
| Simcoe Capital Management, LLC | 774,165 | $48.6M | 7.14% | −234,041−23.2% | Reduced |
| Boston Trust Walden Corp | 773,757 | $48.5M | 0.34% | −16,578−2.1% | Reduced |
| Rockefeller Capital Management L.P. | 641,681 | $40.3M | 0.10% | −34,256−5.1% | Reduced |
| Price T Rowe Associates Inc | 595,344 | $37.3M | 0.00% | +39,980+7.2% | Added |
| Geode Capital Management, LLC | 590,225 | $37.0M | 0.00% | −3,014−0.5% | Reduced |
| Northern Trust Corp | 545,203 | $34.2M | 0.00% | +79,848+17.2% | Added |
| Frontier Capital Management Co LLC | 419,713 | $26.3M | 0.25% | +419,713 | New |
| JPMorgan Chase & Co | 389,568 | $24.4M | 0.00% | −64,716−14.2% | Reduced |
| William Blair Investment Management, LLC | 375,729 | $23.6M | 0.06% | +53,665+16.7% | Added |
| Charles Schwab Investment Management Inc | 373,607 | $23.4M | 0.00% | +22,195+6.3% | Added |
| Port Capital LLC | 368,471 | $23.1M | 1.05% | +368,471 | New |
| Standard Life Aberdeen plc | 360,541 | $22.7M | 0.04% | −76,002−17.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 348,098 | $21.8M | 0.08% | −9,521−2.7% | Reduced |
| Neumeier Poma Investment Counsel LLC | 323,080 | $20.3M | 1.96% | −5,945−1.8% | Reduced |
| Toroso Investments, LLC | 312,364 | $19.6M | 0.16% | +312,364 | New |
| Goldman Sachs Group Inc | 255,015 | $16.0M | 0.00% | +49,863+24.3% | Added |
| Marathon Asset Mgmt Ltd | 227,641 | $14.3M | 0.40% | −15,151−6.2% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 223,296 | $14.0M | 4.33% | +2,978+1.4% | Added |
| Millennium Management LLC | 223,006 | $14.0M | 0.01% | +123,239+123.5% | Added |
| Access Investment Management LLC | 218,845 | $13.7M | 3.98% | +270+0.1% | Added |
| Public Employees Retirement Association of Colorado | 198,239 | $12.4M | 0.05% | +194,399+5,062.5% | Added |
| Granite Investment Partners, LLC | 187,794 | $11.8M | 0.51% | +32,747+21.1% | Added |
| Alberta Investment Management Corp | 186,165 | $11.7M | 0.08% | −16,124−8.0% | Reduced |
| Shapiro Capital Management LLC | 181,436 | $11.4M | 0.39% | +181,436 | New |
| Bank of New York Mellon Corp | 175,782 | $11.0M | 0.00% | +1,350+0.8% | Added |
| Burney Co | 168,421 | $10.6M | 0.37% | −14,390−7.9% | Reduced |
| Raymond James Financial Inc | 165,360 | $10.4M | 0.00% | +165,360 | New |
| D. E. Shaw & Co., Inc. | 165,289 | $10.4M | 0.01% | −9,185−5.3% | Reduced |
| Envestnet Asset Management Inc | 162,247 | $10.2M | 0.00% | +45,609+39.1% | Added |
| Two Sigma Investments, LP | 151,795 | $9.52M | 0.02% | +34,356+29.3% | Added |
| Nuveen Asset Management, LLC | 150,204 | $9.42M | 0.00% | +616+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 149,337 | $9.07M | 0.01% | −10,253−6.4% | Reduced |
| Two Sigma Advisers, LP | 136,600 | $8.57M | 0.02% | +17,200+14.4% | Added |
| Principal Financial Group Inc | 129,187 | $8.10M | 0.00% | +2,925+2.3% | Added |
| Prudential Financial Inc | 126,095 | $7.91M | 0.01% | −10,176−7.5% | Reduced |
| Winmill & Co. Inc | 125,000 | $7.84M | 2.54% | +125,000 | New |
| Bank of America Corp | 111,339 | $6.98M | 0.00% | −2,341−2.1% | Reduced |
| Fisher Asset Management, LLC | 103,793 | $6.51M | 0.00% | +20,418+24.5% | Added |
| Phase 2 Partners, LLC | 102,586 | $6.44M | 4.83% | +102,586 | New |
| Qube Research & Technologies Ltd | 102,451 | $6.43M | 0.01% | −25,657−20.0% | Reduced |
| UBS Asset Management Americas Inc | 100,280 | $6.29M | 0.00% | +15,873+18.8% | Added |
| Man Group plc | 92,055 | $5.77M | 0.02% | −3,581−3.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 89,615 | $5.62M | 0.00% | +3,327+3.9% | Added |
| Citadel Advisors LLC | 80,744 | $5.07M | 0.00% | +29,340+57.1% | Added |
| Great Lakes Advisors, LLC | 77,212 | $4.84M | 0.04% | −6,540−7.8% | Reduced |
| Rhumbline Advisers | 74,486 | $4.67M | 0.00% | +1,458+2.0% | Added |
| Legal & General Group Plc | 72,394 | $4.54M | 0.00% | +2,801+4.0% | Added |
| Globeflex Capital L P | 68,494 | $4.30M | 0.36% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 66,187 | $4.15M | 0.02% | +9,503+16.8% | Added |
| Ameriprise Financial Inc | 62,938 | $3.95M | 0.00% | −4,077−6.1% | Reduced |
| Barclays PLC | 62,814 | $3.94M | 0.00% | −12,545−16.6% | Reduced |
| RE Advisers Corp | 56,900 | $3.57M | 0.09% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 56,237 | $3.53M | 0.02% | −57,090−50.4% | Reduced |
| Global Value Investment Corp. | 55,501 | $3.48M | 3.69% | +55,501 | New |
| Janney Montgomery Scott LLC | 55,474 | $3.48M | 0.01% | −1,033−1.8% | Reduced |
| Swiss National Bank | 54,300 | $3.41M | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 53,472 | $3.35M | 0.01% | +29+0.1% | Added |
| Assetmark, Inc | 52,200 | $3.27M | 0.01% | +7,327+16.3% | Added |
| New York State Teachers Retirement System | 52,025 | $3.26M | 0.01% | +182+0.4% | Added |
| Seizert Capital Partners, LLC | 51,296 | $3.22M | 0.15% | −22,939−30.9% | Reduced |
| Phocas Financial Corp. | 50,640 | $3.18M | 0.42% | −462−0.9% | Reduced |
| Royce & Associates LP | 48,969 | $3.07M | 0.03% | −47,659−49.3% | Reduced |
| Bridge City Capital, LLC | 48,160 | $3.02M | 0.80% | +17,463+56.9% | Added |
| Voloridge Investment Management, LLC | 48,066 | $3.02M | 0.01% | +19,245+66.8% | Added |
| New York State Common Retirement Fund | 44,987 | $2.82M | 0.00% | +7,200+19.1% | Added |
| Vident Advisory, LLC | 42,188 | $2.65M | 0.05% | −362−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 37,661 | $2.36M | 0.00% | +31,926+556.7% | Added |
| First Trust Advisors LP | 37,637 | $2.36M | 0.00% | +1,837+5.1% | Added |
| Great West Life Assurance Co | 36,830 | $2.31M | 0.00% | +994+2.8% | Added |
| UBS Group AG | 36,593 | $2.30M | 0.00% | +15,155+70.7% | Added |
| Citigroup Inc | 36,483 | $2.29M | 0.00% | +3,564+10.8% | Added |
| Harbor Capital Advisors, Inc. | 36,097 | $2.26M | 0.10% | +36,097 | New |
| Victory Capital Management Inc | 34,782 | $2.18M | 0.00% | +4,676+15.5% | Added |
| Deutsche Bank AG | 33,675 | $2.11M | 0.00% | +7,118+26.8% | Added |
| Wedge Capital Management L L P | 32,973 | $2.07M | 0.04% | −262−0.8% | Reduced |
| Alliancebernstein L.P. | 30,509 | $1.91M | 0.00% | +29+0.1% | Added |
| Assenagon Asset Management S.A. | 29,441 | $1.85M | 0.00% | −12,846−30.4% | Reduced |
| AQR Capital Management LLC | 27,610 | $1.73M | 0.00% | −19,081−40.9% | Reduced |
| Martingale Asset Management L P | 26,819 | $1.68M | 0.04% | −1,610−5.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 26,329 | $1.65M | 0.01% | −312−1.2% | Reduced |
| Comerica Bank | 26,178 | $1.64M | 0.01% | +4,528+20.9% | Added |
| California State Teachers Retirement System | 25,665 | $1.61M | 0.00% | −532−2.0% | Reduced |
| Federated Hermes, Inc. | 23,918 | $1.50M | 0.00% | −1,433−5.7% | Reduced |
| SEI Investments Co | 22,838 | $1.43M | 0.00% | −11,557−33.6% | Reduced |
| Russell Investments Group, Ltd. | 22,746 | $1.43M | 0.00% | −80.0% | Reduced |
| Algert Global LLC | 22,336 | $1.40M | 0.03% | +22,336 | New |
| Bank of Montreal | 21,849 | $1.37M | 0.00% | −1,341−5.8% | Reduced |
| Thrivent Financial for Lutherans | 20,521 | $1.29M | 0.00% | −454−2.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 20,395 | $1.28M | 0.01% | +3,717+22.3% | Added |
| Legato Capital Management LLC | 20,030 | $1.26M | 0.16% | +2,950+17.3% | Added |
| Verition Fund Management LLC | 19,791 | $1.24M | 0.01% | +16,208+452.4% | Added |