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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,686 | $106 | 0.00% | +1,686 | New |
| IFP Advisors, Inc | 0 | $125 | 0.00% | 0 | New |
| Founders Capital Management | 2 | $125 | 0.00% | +2 | New |
| Abound Wealth Management | 4 | $251 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 4 | $251 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 4 | $251 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $251 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5 | $314 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $314 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 6 | $376 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 8 | $502 | 0.00% | +8 | New |
| Private Trust Co NA | 10 | $627 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 10 | $627 | 0.00% | +10 | New |
| Global Retirement Partners, LLC | 15 | $941 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $1.13K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 18 | $1.13K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 21 | $1.32K | 0.00% | +21 | New |
| Eagle Bay Advisors LLC | 27 | $1.69K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 26 | $1.74K | 0.00% | +16+160.0% | Added |
| Legacy Wealth Managment, LLC | 26 | $1.74K | 0.00% | +16+160.0% | Added |
| Parkside Financial Bank & Trust | 33 | $2.07K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 35 | $2.20K | 0.00% | −30−46.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 55 | $3.45K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 59 | $3.70K | 0.00% | +4+7.3% | Added |
| Altshuler Shaham Ltd | 69 | $4.33K | 0.00% | +12+21.1% | Added |
| Creative Planning | 72 | $4.52K | 0.00% | +72 | New |
| Boyd Watterson Asset Management LLC | 76 | $4.77K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 76 | $4.77K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 77 | $4.83K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 84 | $5.49K | 0.00% | −7−7.7% | Reduced |
| Fifth Third Bancorp | 102 | $6.40K | 0.00% | +21+25.9% | Added |
| TD Waterhouse Canada Inc. | 123 | $7.70K | 0.00% | +123 | New |
| Northwestern Mutual Wealth Management Co | 124 | $7.78K | 0.00% | +24+24.0% | Added |
| GAMMA Investing LLC | 130 | $8.15K | 0.00% | +5+4.0% | Added |
| Quest Partners LLC | 138 | $8.66K | 0.00% | −1,119−89.0% | Reduced |
| Covestor Ltd | 150 | $9.00K | 0.01% | −6−3.8% | Reduced |
| ESL Trust Services, LLC | 156 | $9.79K | 0.00% | +156 | New |
| Geneos Wealth Management Inc. | 157 | $9.85K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 152 | $10.0K | 0.00% | +22+16.9% | Added |
| WealthCollab, LLC | 162 | $10.2K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 173 | $10.9K | 0.00% | +173 | New |
| Caldwell Sutter Capital, Inc. | 183 | $11.5K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 190 | $11.9K | 0.00% | −87−31.4% | Reduced |
| Mather Group, LLC. | 205 | $12.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 223 | $14.6K | 0.00% | +223 | New |
| Versant Capital Management, Inc | 250 | $15.7K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 312 | $19.6K | 0.00% | +264+550.0% | Added |
| Smithfield Trust Co | 350 | $21.0K | 0.00% | +350 | New |
| Cedar Mountain Advisors, LLC | 385 | $24.2K | 0.01% | +385 | New |
| CWM, LLC | 399 | $25.0K | 0.00% | −174−30.4% | Reduced |
| CIBC Private Wealth Group, LLC | 485 | $28.8K | 0.00% | −182−27.3% | Reduced |
| TD Private Client Wealth LLC | 531 | $33.3K | 0.00% | +17+3.3% | Added |
| Farther Finance Advisors, LLC | 590 | $37.0K | 0.00% | +114+23.9% | Added |
| Salem Investment Counselors Inc | 603 | $37.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 607 | $38.1K | 0.00% | +24+4.1% | Added |
| Quadrant Capital Group LLC | 614 | $38.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 647 | $40.6K | 0.00% | −255−28.3% | Reduced |
| Quarry LP | 674 | $42.3K | 0.01% | +674 | New |
| Aquatic Capital Management LLC | 774 | $48.6K | 0.00% | +774 | New |
| Tower Research Capital LLC (TRC) | 820 | $51.4K | 0.00% | −4,346−84.1% | Reduced |
| Huntington National Bank | 910 | $57.1K | 0.00% | +156+20.7% | Added |
| Principal Securities, Inc. | 1,015 | $63.7K | 0.00% | +953+1,537.1% | Added |
| Smartleaf Asset Management LLC | 1,156 | $72.8K | 0.01% | +987+584.0% | Added |
| Meeder Asset Management Inc | 1,239 | $77.7K | 0.01% | +1,239 | New |
| North Star Investment Management Corp. | 1,358 | $85.2K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,550 | $97.0K | 0.00% | +535+52.7% | Added |
| Vestcor Inc | 1,933 | $121.0K | 0.00% | +1,933 | New |
| US Bancorp | 2,241 | $140.6K | 0.00% | +125+5.9% | Added |
| Royal Bank of Canada | 2,422 | $152.0K | 0.00% | −994−29.1% | Reduced |
| Ameritas Investment Partners, Inc. | 2,615 | $164.0K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 2,775 | $174.1K | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,347 | $210.0K | 0.01% | −19−0.6% | Reduced |
| Pictet Asset Management Holding SA | 3,407 | $213.7K | 0.00% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 3,500 | $219.6K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,607 | $226.3K | 0.01% | −30−0.8% | Reduced |
| HSBC Holdings PLC | 3,741 | $234.1K | 0.00% | −120−3.1% | Reduced |
| FMR LLC | 3,780 | $237.1K | 0.00% | +244+6.9% | Added |
| Nomura Holdings Inc | 3,906 | $245.0K | 0.00% | +3,906 | New |
| Mutual of America Capital Management LLC | 4,022 | $252.3K | 0.00% | +5+0.1% | Added |
| BNP Paribas Arbitrage, SA | 4,140 | $259.7K | 0.00% | −8,626−67.6% | Reduced |
| Lido Advisors, LLC | 4,143 | $259.9K | 0.00% | +4,143 | New |
| RSM US Wealth Management LLC | 4,207 | $264.8K | 0.00% | +4,207 | New |
| Level Four Advisory Services, LLC | 4,427 | $277.7K | 0.01% | −1,106−20.0% | Reduced |
| Crescent Grove Advisors, LLC | 4,501 | $282.3K | 0.03% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,644 | $291.3K | 0.01% | −6,488−58.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,670 | $292.9K | 0.00% | −8,300−64.0% | Reduced |
| Mariner, LLC | 4,731 | $296.8K | 0.00% | −255−5.1% | Reduced |
| Alps Advisors Inc | 5,150 | $323.1K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 5,263 | $330.1K | 0.00% | +5,263 | New |
| Shell Asset Management Co | 5,341 | $335.0K | 0.01% | −12−0.2% | Reduced |
| KLP Kapitalforvaltning AS | 5,400 | $338.7K | 0.00% | +5,400 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,668 | $355.6K | 0.00% | −41−0.7% | Reduced |
| Marshall Wace, LLP | 5,795 | $363.5K | 0.00% | −6,914−54.4% | Reduced |
| Advisor Group Holdings, Inc. | 6,044 | $379.1K | 0.00% | +2,881+91.1% | Added |
| State of Wyoming | 6,072 | $380.9K | 0.05% | −4,881−44.6% | Reduced |
| State of Tennessee, Treasury Department | 6,175 | $387.4K | 0.00% | −270−4.2% | Reduced |
| Oregon Public Employees Retirement Fund | 6,241 | $391.5K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 6,409 | $402.0K | 0.00% | +3,303+106.3% | Added |
| CWM Advisors, LLC | 6,413 | $402.3K | 0.05% | +177+2.8% | Added |