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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 205 | $12.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 190 | $11.9K | 0.00% | −87−31.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 183 | $11.5K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 173 | $10.9K | 0.00% | +173 | New |
| WealthCollab, LLC | 162 | $10.2K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 152 | $10.0K | 0.00% | +22+16.9% | Added |
| Geneos Wealth Management Inc. | 157 | $9.85K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 156 | $9.79K | 0.00% | +156 | New |
| Covestor Ltd | 150 | $9.00K | 0.01% | −6−3.8% | Reduced |
| Quest Partners LLC | 138 | $8.66K | 0.00% | −1,119−89.0% | Reduced |
| GAMMA Investing LLC | 130 | $8.15K | 0.00% | +5+4.0% | Added |
| Northwestern Mutual Wealth Management Co | 124 | $7.78K | 0.00% | +24+24.0% | Added |
| TD Waterhouse Canada Inc. | 123 | $7.70K | 0.00% | +123 | New |
| Fifth Third Bancorp | 102 | $6.40K | 0.00% | +21+25.9% | Added |
| Allworth Financial LP | 84 | $5.49K | 0.00% | −7−7.7% | Reduced |
| Umb Bank N A | 77 | $4.83K | 0.00% | 00.0% | Unchanged |
| 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 |
| Creative Planning | 72 | $4.52K | 0.00% | +72 | New |
| Altshuler Shaham Ltd | 69 | $4.33K | 0.00% | +12+21.1% | Added |
| Massmutual Trust Co FSB | 59 | $3.70K | 0.00% | +4+7.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 55 | $3.45K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 35 | $2.20K | 0.00% | −30−46.2% | Reduced |
| Parkside Financial Bank & Trust | 33 | $2.07K | 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 |
| Eagle Bay Advisors LLC | 27 | $1.69K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 21 | $1.32K | 0.00% | +21 | New |
| Farmers & Merchants Investments Inc | 18 | $1.13K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 18 | $1.13K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15 | $941 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 10 | $627 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 10 | $627 | 0.00% | +10 | New |
| Cullen/Frost Bankers, Inc. | 8 | $502 | 0.00% | +8 | New |
| Dogwood Wealth Management LLC | 6 | $376 | 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 |
| 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 |
| IFP Advisors, Inc | 0 | $125 | 0.00% | 0 | New |
| Founders Capital Management | 2 | $125 | 0.00% | +2 | New |
| Macquarie Group Ltd | 1,686 | $106 | 0.00% | +1,686 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −81,226−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −77,834−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −70,238−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −66,931−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −58,620−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −26,203−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −24,968−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −19,022−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −18,078−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −17,836−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −15,627−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −10,768−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,376−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −9,824−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −8,661−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −7,943−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −7,892−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −7,313−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −6,550−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,731−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −5,008−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,749−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −4,661−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,649−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −4,115−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −3,931−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,765−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,739−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −3,701−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −3,420−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −3,325−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,526−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −1,126−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Eagle Asset Management Inc | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |