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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 6,882 | $431.7K | 0.00% | +6,882 | New |
| Squarepoint Ops LLC | 6,884 | $431.8K | 0.00% | −13,455−66.2% | Reduced |
| Lazard Asset Management LLC | 6,956 | $436.0K | 0.00% | −4,394−38.7% | Reduced |
| State Board of Administration of Florida Retirement System | 7,079 | $444.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 7,680 | $482.0K | 0.00% | −72−0.9% | Reduced |
| HighTower Advisors, LLC | 7,728 | $484.8K | 0.00% | −6,398−45.3% | Reduced |
| ProShare Advisors LLC | 7,794 | $488.9K | 0.00% | +2,392+44.3% | Added |
| Gotham Asset Management, LLC | 7,902 | $495.7K | 0.00% | +3,502+79.6% | Added |
| Arizona State Retirement System | 8,005 | $502.2K | 0.00% | −14−0.2% | Reduced |
| Bokf, NA | 8,762 | $509.9K | 0.01% | +617+7.6% | Added |
| MML Investors Services, LLC | 8,241 | $517.0K | 0.00% | +8,241 | New |
| Teachers Retirement System of the State of Kentucky | 8,315 | $522.0K | 0.00% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 8,478 | $531.8K | 0.01% | +2,449+40.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,854 | $555.4K | 0.00% | +2,670+43.2% | Added |
| Maryland State Retirement & Pension System | 9,020 | $565.8K | 0.01% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 9,655 | $605.7K | 0.13% | −232−2.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 9,741 | $611.1K | 0.02% | +10.0% | Added |
| Aviva PLC | 10,025 | $628.9K | 0.00% | +6,778+208.7% | Added |
| Yousif Capital Management, LLC | 10,049 | $630.4K | 0.01% | −205−2.0% | Reduced |
| Winton Group Ltd | 10,237 | $642.2K | 0.04% | +10,237 | New |
| Stifel Financial Corp | 10,682 | $670.1K | 0.00% | −409−3.7% | Reduced |
| Voya Investment Management LLC | 11,141 | $698.9K | 0.00% | +2,618+30.7% | Added |
| Panagora Asset Management Inc | 11,969 | $750.8K | 0.00% | −5,988−33.3% | Reduced |
| Sanctuary Advisors, LLC | 11,214 | $752.3K | 0.00% | +387+3.6% | Added |
| Amundi | 12,955 | $770.0K | 0.00% | +8,253+175.5% | Added |
| Janus Henderson Group PLC | 12,777 | $800.9K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 12,800 | $802.9K | 0.02% | −100−0.8% | Reduced |
| Manufacturers Life Insurance Company, The | 12,853 | $806.3K | 0.00% | −1,790−12.2% | Reduced |
| Ensign Peak Advisors, Inc | 13,303 | $834.5K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 13,769 | $863.7K | 0.00% | −1,082−7.3% | Reduced |
| Gamco Investors, Inc. Et Al | 13,775 | $864.1K | 0.01% | +725+5.6% | Added |
| Illinois Municipal Retirement Fund | 14,017 | $879.3K | 0.01% | +879+6.7% | Added |
| Wells Fargo & Company | 14,352 | $900.3K | 0.00% | +4,144+40.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 14,678 | $920.8K | 0.00% | +540+3.8% | Added |
| Teacher Retirement System of Texas | 14,733 | $924.0K | 0.00% | −1,910−11.5% | Reduced |
| Ritholtz Wealth Management | 15,136 | $949.5K | 0.03% | −278−1.8% | Reduced |
| State of Alaska, Department of Revenue | 15,152 | $950.0K | 0.01% | −90−0.6% | Reduced |
| Boothbay Fund Management, LLC | 15,564 | $976.3K | 0.03% | +15,564 | New |
| MetLife Investment Management | 15,855 | $994.6K | 0.01% | +743+4.9% | Added |
| Pathstone Holdings, LLC | 16,028 | $1.01M | 0.00% | −1,174−6.8% | Reduced |
| Exchange Traded Concepts, LLC | 16,287 | $1.02M | 0.02% | +554+3.5% | Added |
| Renaissance Technologies LLC | 16,300 | $1.02M | 0.00% | +12,500+328.9% | Added |
| Susquehanna International Group, LLP | 16,325 | $1.02M | 0.00% | +16,325 | New |
| James Investment Research Inc | 17,362 | $1.09M | 0.13% | 00.0% | Unchanged |
| Intech Investment Management LLC | 19,556 | $1.23M | 0.01% | +10,323+111.8% | Added |
| Verition Fund Management LLC | 19,791 | $1.24M | 0.01% | +16,208+452.4% | Added |
| Legato Capital Management LLC | 20,030 | $1.26M | 0.16% | +2,950+17.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 20,395 | $1.28M | 0.01% | +3,717+22.3% | Added |
| Thrivent Financial for Lutherans | 20,521 | $1.29M | 0.00% | −454−2.2% | Reduced |
| Bank of Montreal | 21,849 | $1.37M | 0.00% | −1,341−5.8% | Reduced |
| Algert Global LLC | 22,336 | $1.40M | 0.03% | +22,336 | New |
| Russell Investments Group, Ltd. | 22,746 | $1.43M | 0.00% | −80.0% | Reduced |
| SEI Investments Co | 22,838 | $1.43M | 0.00% | −11,557−33.6% | Reduced |
| Federated Hermes, Inc. | 23,918 | $1.50M | 0.00% | −1,433−5.7% | Reduced |
| California State Teachers Retirement System | 25,665 | $1.61M | 0.00% | −532−2.0% | Reduced |
| Comerica Bank | 26,178 | $1.64M | 0.01% | +4,528+20.9% | Added |
| O'Shaughnessy Asset Management, LLC | 26,329 | $1.65M | 0.01% | −312−1.2% | Reduced |
| Martingale Asset Management L P | 26,819 | $1.68M | 0.04% | −1,610−5.7% | Reduced |
| AQR Capital Management LLC | 27,610 | $1.73M | 0.00% | −19,081−40.9% | Reduced |
| Assenagon Asset Management S.A. | 29,441 | $1.85M | 0.00% | −12,846−30.4% | Reduced |
| Alliancebernstein L.P. | 30,509 | $1.91M | 0.00% | +29+0.1% | Added |
| Wedge Capital Management L L P | 32,973 | $2.07M | 0.04% | −262−0.8% | Reduced |
| Deutsche Bank AG | 33,675 | $2.11M | 0.00% | +7,118+26.8% | Added |
| Victory Capital Management Inc | 34,782 | $2.18M | 0.00% | +4,676+15.5% | Added |
| Harbor Capital Advisors, Inc. | 36,097 | $2.26M | 0.10% | +36,097 | New |
| Citigroup Inc | 36,483 | $2.29M | 0.00% | +3,564+10.8% | Added |
| UBS Group AG | 36,593 | $2.30M | 0.00% | +15,155+70.7% | Added |
| Great West Life Assurance Co | 36,830 | $2.31M | 0.00% | +994+2.8% | Added |
| First Trust Advisors LP | 37,637 | $2.36M | 0.00% | +1,837+5.1% | Added |
| The PNC Financial Services Group, Inc. | 37,661 | $2.36M | 0.00% | +31,926+556.7% | Added |
| Vident Advisory, LLC | 42,188 | $2.65M | 0.05% | −362−0.9% | Reduced |
| New York State Common Retirement Fund | 44,987 | $2.82M | 0.00% | +7,200+19.1% | Added |
| Voloridge Investment Management, LLC | 48,066 | $3.02M | 0.01% | +19,245+66.8% | Added |
| Bridge City Capital, LLC | 48,160 | $3.02M | 0.80% | +17,463+56.9% | Added |
| Royce & Associates LP | 48,969 | $3.07M | 0.03% | −47,659−49.3% | Reduced |
| Phocas Financial Corp. | 50,640 | $3.18M | 0.42% | −462−0.9% | Reduced |
| Seizert Capital Partners, LLC | 51,296 | $3.22M | 0.15% | −22,939−30.9% | Reduced |
| New York State Teachers Retirement System | 52,025 | $3.26M | 0.01% | +182+0.4% | Added |
| Assetmark, Inc | 52,200 | $3.27M | 0.01% | +7,327+16.3% | Added |
| Public Employees Retirement System of Ohio | 53,472 | $3.35M | 0.01% | +29+0.1% | Added |
| Swiss National Bank | 54,300 | $3.41M | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 55,474 | $3.48M | 0.01% | −1,033−1.8% | Reduced |
| Global Value Investment Corp. | 55,501 | $3.48M | 3.69% | +55,501 | New |
| Cresset Asset Management, LLC | 56,237 | $3.53M | 0.02% | −57,090−50.4% | Reduced |
| RE Advisers Corp | 56,900 | $3.57M | 0.09% | 00.0% | Unchanged |
| Barclays PLC | 62,814 | $3.94M | 0.00% | −12,545−16.6% | Reduced |
| Ameriprise Financial Inc | 62,938 | $3.95M | 0.00% | −4,077−6.1% | Reduced |
| Public Sector Pension Investment Board | 66,187 | $4.15M | 0.02% | +9,503+16.8% | Added |
| Globeflex Capital L P | 68,494 | $4.30M | 0.36% | 00.0% | Unchanged |
| Legal & General Group Plc | 72,394 | $4.54M | 0.00% | +2,801+4.0% | Added |
| Rhumbline Advisers | 74,486 | $4.67M | 0.00% | +1,458+2.0% | Added |
| Great Lakes Advisors, LLC | 77,212 | $4.84M | 0.04% | −6,540−7.8% | Reduced |
| Citadel Advisors LLC | 80,744 | $5.07M | 0.00% | +29,340+57.1% | Added |
| Arrowstreet Capital, Limited Partnership | 89,615 | $5.62M | 0.00% | +3,327+3.9% | Added |
| Man Group plc | 92,055 | $5.77M | 0.02% | −3,581−3.7% | Reduced |
| UBS Asset Management Americas Inc | 100,280 | $6.29M | 0.00% | +15,873+18.8% | Added |
| Qube Research & Technologies Ltd | 102,451 | $6.43M | 0.01% | −25,657−20.0% | Reduced |
| Phase 2 Partners, LLC | 102,586 | $6.44M | 4.83% | +102,586 | New |
| Fisher Asset Management, LLC | 103,793 | $6.51M | 0.00% | +20,418+24.5% | Added |
| Bank of America Corp | 111,339 | $6.98M | 0.00% | −2,341−2.1% | Reduced |