Donnelley Financial Solutions, Inc.

DFIN

Exchange: NYSE
Industry: Services-Miscellaneous Business Services
SEC CIK: 0001669811

SEC filings (opens in a new tab)

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.

Q4 2024 vs. Q3 2024

How the institutions holding Donnelley Financial Solutions, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of DFIN: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	255	2	245	−8
Shares	27.3M	165.8K	28.1M	+979.7K (+3.6%)
Value	$1.80B	$10.2M	$1.76B	−$22.9M (−1.3%)

2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (37)

Institutions that held Donnelley Financial Solutions, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to DFIN in Q4 2024
Institution	Shares	Value	% of portfolio
Frontier Capital Management Co LLC	419,713	$26.3M	0.25%
Port Capital LLC	368,471	$23.1M	1.05%
Toroso Investments, LLC	312,364	$19.6M	0.16%
Shapiro Capital Management LLC	181,436	$11.4M	0.39%
Raymond James Financial Inc	165,360	$10.4M	0.00%
Winmill & Co. Inc	125,000	$7.84M	2.54%
Phase 2 Partners, LLC	102,586	$6.44M	4.83%
Global Value Investment Corp.	55,501	$3.48M	3.69%
Harbor Capital Advisors, Inc.	36,097	$2.26M	0.10%
Algert Global LLC	22,336	$1.40M	0.03%
Susquehanna International Group, LLP	16,325	$1.02M	0.00%
Boothbay Fund Management, LLC	15,564	$976.3K	0.03%
Winton Group Ltd	10,237	$642.2K	0.04%
MML Investors Services, LLC	8,241	$517.0K	0.00%
Truist Financial Corp	6,882	$431.7K	0.00%
KLP Kapitalforvaltning AS	5,400	$338.7K	0.00%
Police & Firemen's Retirement System of New Jersey	5,263	$330.1K	0.00%
RSM US Wealth Management LLC	4,207	$264.8K	0.00%
Lido Advisors, LLC	4,143	$259.9K	0.00%
Nomura Holdings Inc	3,906	$245.0K	0.00%
Vestcor Inc	1,933	$121.0K	0.00%
Meeder Asset Management Inc	1,239	$77.7K	0.01%
Aquatic Capital Management LLC	774	$48.6K	0.00%
Quarry LP	674	$42.3K	0.01%
Cedar Mountain Advisors, LLC	385	$24.2K	0.01%
Smithfield Trust Co	350	$21.0K	0.00%
Proequities, Inc.	223	$14.6K	0.00%
SBI Securities Co., Ltd.	173	$10.9K	0.00%
ESL Trust Services, LLC	156	$9.79K	0.00%
TD Waterhouse Canada Inc.	123	$7.70K	0.00%
Creative Planning	72	$4.52K	0.00%
EverSource Wealth Advisors, LLC	21	$1.32K	0.00%
Jones Financial Companies LLLP	10	$627	0.00%
Cullen/Frost Bankers, Inc.	8	$502	0.00%
IFP Advisors, Inc	0	$125	0.00%
Founders Capital Management	2	$125	0.00%
Macquarie Group Ltd	1,686	$106	0.00%

Sold out (45)

Institutions that held Donnelley Financial Solutions, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of DFIN in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Cubist Systematic Strategies, LLC	81,226	$5.35M
Advisors Preferred, LLC	77,834	$5.09M
NewSquare Capital LLC	70,238	$4.62M
Jane Street Group, LLC	66,931	$4.41M
Castleark Management LLC	58,620	$3.86M
Balyasny Asset Management LLC	26,203	$1.72M
Deerfield Management Company, L.P. (Series C)	24,968	$1.64M
Trexquant Investment LP	19,022	$1.25M
SG Americas Securities, LLC	18,078	$1.19M
Dynamic Technology Lab Private Ltd	17,836	$1.17M
Options Solutions, LLC	15,627	$1.03M
Y-Intercept (Hong Kong) Ltd	11,100	$730.7K
Empowered Funds, LLC	10,768	$708.9K
Gsa Capital Partners LLP	10,376	$683.0K
Ellsworth Advisors, LLC	9,824	$646.7K
Los Angeles Capital Management LLC	8,661	$570.2K
State of Wisconsin Investment Board	7,943	$522.9K
Point72 Asset Management, L.P.	7,892	$519.5K
Petrus Trust Company, LTA	7,313	$481.4K
Everence Capital Management Inc	6,550	$431.0K
XTX Topco Ltd	5,731	$377.3K
LPL Financial LLC	5,008	$329.7K
Engineers Gate Manager LP	4,749	$312.6K
Sherbrooke Park Advisers LLC	4,661	$306.8K
Jump Financial, LLC	4,649	$306.0K
TD Asset Management Inc	4,300	$282.2K
SkyOak Wealth, LLC	4,115	$270.9K
Scientech Research LLC	3,931	$258.8K
Aigen Investment Management, LP	3,765	$247.8K
Dark Forest Capital Management LP	3,739	$246.1K
Diversified Trust Co	3,701	$243.6K
Atria Investments LLC	3,420	$225.1K
Brevan Howard Capital Management LP	3,325	$218.9K
Acadian Asset Management LLC	2,526	$166.0K
Point72 (DIFC) Ltd	1,126	$74.1K
STRS Ohio	1,100	$72.4K
Hillsdale Investment Management Inc.	100	$6.58K
Aster Capital Management (DIFC) Ltd	92	$6.06K
Frazier Financial Advisors, LLC	58	$3.82K
GWM Advisors LLC	21	$1.38K
BOK Financial Private Wealth, Inc.	13	$856
Capital Performance Advisors LLP	13	$856
Steward Partners Investment Advisory, LLC	12	$790
CVA Family Office, LLC	11	$724
Mendota Financial Group, LLC	2	$132

Not filed for Q4 2024 yet (2)

Institutions that held Donnelley Financial Solutions, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DFIN in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Eagle Asset Management Inc	160,418	$9.82M
Raymond James & Associates	5,365	$353.2K