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, Q1 2025
Institutional positions in Donnelley Financial Solutions, Inc. as of Mar 31, 2025. 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
- 234
- −6 vs. Q4 2024
- Shares held
- 26.8M
- −840.2K (−3.0%) vs. Q4 2024
- Total value
- $1.17B
- −$562.2M (−32.4%) vs. Q4 2024
- New holders
- 34
- 85 more added
- Sold out
- 40
- 81 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Donnelley Financial Solutions, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,269,919 | $186.6M | 0.00% | −225,865−5.0% | Reduced |
| Vanguard Group Inc | 1,868,709 | $81.7M | 0.00% | +18,752+1.0% | Added |
| Mawer Investment Management Ltd. | 1,332,775 | $58.3M | 0.28% | −402,787−23.2% | Reduced |
| Thrivent Financial for Lutherans | 1,204,554 | $52.7M | 0.12% | +1,184,033+5,769.9% | Added |
| State Street Corp | 1,195,743 | $52.3M | 0.00% | +31,128+2.7% | Added |
| Morgan Stanley | 1,049,723 | $45.9M | 0.00% | +260,875+33.1% | Added |
| Rice Hall James & Associates, LLC | 825,984 | $36.1M | 2.12% | −17,774−2.1% | Reduced |
| Dimensional Fund Advisors LP | 779,969 | $34.1M | 0.01% | −99,486−11.3% | Reduced |
| Simcoe Capital Management, LLC | 774,165 | $33.8M | 6.07% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 762,656 | $33.3M | 0.24% | −11,101−1.4% | Reduced |
| Geode Capital Management, LLC | 636,139 | $27.8M | 0.00% | +45,914+7.8% | Added |
| Price T Rowe Associates Inc | 595,643 | $26.0M | 0.00% | +299+0.1% | Added |
| Northern Trust Corp | 587,158 | $25.7M | 0.00% | +41,955+7.7% | Added |
| Frontier Capital Management Co LLC | 524,979 | $22.9M | 0.25% | +105,266+25.1% | Added |
| Ophir Asset Management Pty Ltd | 479,296 | $21.0M | 3.66% | +479,296 | New |
| Standard Life Aberdeen plc | 430,553 | $18.8M | 0.04% | +70,012+19.4% | Added |
| Invesco Ltd. | 423,883 | $18.5M | 0.00% | −602,747−58.7% | Reduced |
| William Blair Investment Management, LLC | 391,512 | $17.1M | 0.05% | +15,783+4.2% | Added |
| Charles Schwab Investment Management Inc | 373,927 | $16.3M | 0.00% | +320+0.1% | Added |
| JPMorgan Chase & Co | 357,698 | $15.6M | 0.00% | −31,870−8.2% | Reduced |
| Rockefeller Capital Management L.P. | 353,079 | $15.4M | 0.04% | −288,602−45.0% | Reduced |
| Shapiro Capital Management LLC | 348,086 | $15.2M | 0.63% | +166,650+91.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 346,353 | $15.1M | 0.06% | −1,745−0.5% | Reduced |
| Neumeier Poma Investment Counsel LLC | 275,080 | $12.0M | 1.29% | −48,000−14.9% | Reduced |
| Public Employees Retirement Association of Colorado | 245,674 | $10.7M | 0.05% | +47,435+23.9% | Added |
| Winmill & Co. Inc | 243,000 | $10.6M | 3.23% | +118,000+94.4% | Added |
| O'Keefe Stevens Advisory, Inc. | 229,410 | $10.0M | 3.29% | +6,114+2.7% | Added |
| Granite Investment Partners, LLC | 225,687 | $9.86M | 0.50% | +37,893+20.2% | Added |
| Marathon Asset Mgmt Ltd | 205,688 | $8.99M | 0.27% | −21,953−9.6% | Reduced |
| Burgundy Asset Management Ltd. | 189,978 | $8.30M | 0.09% | +189,978 | New |
| Bank of New York Mellon Corp | 175,948 | $7.69M | 0.00% | +166+0.1% | Added |
| Envestnet Asset Management Inc | 172,622 | $7.55M | 0.00% | +10,375+6.4% | Added |
| Millennium Management LLC | 168,901 | $7.38M | 0.01% | −54,105−24.3% | Reduced |
| Goldman Sachs Group Inc | 152,082 | $6.65M | 0.00% | −102,933−40.4% | Reduced |
| Alberta Investment Management Corp | 150,000 | $6.56M | 0.04% | −36,165−19.4% | Reduced |
| Loomis Sayles & Co L P | 142,014 | $6.21M | 0.01% | +142,014 | New |
| D. E. Shaw & Co., Inc. | 141,764 | $6.20M | 0.01% | −23,525−14.2% | Reduced |
| Two Sigma Investments, LP | 137,075 | $5.99M | 0.01% | −14,720−9.7% | Reduced |
| Principal Financial Group Inc | 132,544 | $5.79M | 0.00% | +3,357+2.6% | Added |
| Two Sigma Advisers, LP | 130,300 | $5.70M | 0.01% | −6,300−4.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 123,287 | $5.42M | 0.01% | −26,050−17.4% | Reduced |
| Raymond James Financial Inc | 116,292 | $5.08M | 0.00% | −49,068−29.7% | Reduced |
| Nuveen, LLC | 111,215 | $4.86M | 0.00% | +111,215 | New |
| Voloridge Investment Management, LLC | 108,265 | $4.73M | 0.02% | +60,199+125.2% | Added |
| Global Value Investment Corp. | 107,415 | $4.70M | 6.07% | +51,914+93.5% | Added |
| UBS Group AG | 105,478 | $4.61M | 0.00% | +68,885+188.2% | Added |
| Bank of America Corp | 105,079 | $4.59M | 0.00% | −6,260−5.6% | Reduced |
| UBS Asset Management Americas Inc | 101,954 | $4.46M | 0.00% | +1,674+1.7% | Added |
| Citadel Advisors LLC | 99,442 | $4.35M | 0.00% | +18,698+23.2% | Added |
| Fisher Asset Management, LLC | 91,578 | $4.00M | 0.00% | −12,215−11.8% | Reduced |
| Public Sector Pension Investment Board | 84,182 | $3.68M | 0.02% | +17,995+27.2% | Added |
| Rhumbline Advisers | 74,666 | $3.26M | 0.00% | +180+0.2% | Added |
| Public Employees Retirement System of Ohio | 72,176 | $3.15M | 0.01% | +18,704+35.0% | Added |
| Legal & General Group Plc | 71,606 | $3.13M | 0.00% | −788−1.1% | Reduced |
| Man Group plc | 70,969 | $3.10M | 0.01% | −21,086−22.9% | Reduced |
| Globeflex Capital L P | 68,494 | $2.99M | 0.28% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 62,685 | $2.74M | 0.00% | −26,930−30.1% | Reduced |
| Prudential Financial Inc | 62,435 | $2.73M | 0.00% | −63,660−50.5% | Reduced |
| Jane Street Group, LLC | 61,726 | $2.70M | 0.00% | +61,726 | New |
| Harbor Capital Advisors, Inc. | 61,259 | $2.68M | 0.12% | +25,162+69.7% | Added |
| American Century Companies Inc | 60,918 | $2.66M | 0.00% | −932,716−93.9% | Reduced |
| Moran Wealth Management, LLC | 60,311 | $2.64M | 0.09% | +60,311 | New |
| Ameriprise Financial Inc | 59,411 | $2.60M | 0.00% | −3,527−5.6% | Reduced |
| Cresset Asset Management, LLC | 55,703 | $2.43M | 0.01% | −534−0.9% | Reduced |
| Janney Montgomery Scott LLC | 55,306 | $2.42M | 0.01% | −168−0.3% | Reduced |
| Swiss National Bank | 53,100 | $2.32M | 0.00% | −1,200−2.2% | Reduced |
| New York State Teachers Retirement System | 50,222 | $2.19M | 0.01% | −1,803−3.5% | Reduced |
| OP Asset Management Ltd | 47,965 | $2.10M | 0.04% | +47,965 | New |
| Bridge City Capital, LLC | 47,523 | $2.08M | 0.62% | −637−1.3% | Reduced |
| Barclays PLC | 42,150 | $1.84M | 0.00% | −20,664−32.9% | Reduced |
| New York State Common Retirement Fund | 40,878 | $1.79M | 0.00% | −4,109−9.1% | Reduced |
| Assetmark, Inc | 40,232 | $1.76M | 0.00% | −11,968−22.9% | Reduced |
| Citigroup Inc | 38,825 | $1.70M | 0.00% | +2,342+6.4% | Added |
| The PNC Financial Services Group, Inc. | 37,922 | $1.66M | 0.00% | +261+0.7% | Added |
| First Trust Advisors LP | 37,699 | $1.65M | 0.00% | +62+0.2% | Added |
| Royce & Associates LP | 37,046 | $1.62M | 0.02% | −11,923−24.3% | Reduced |
| Susquehanna International Group, LLP | 35,895 | $1.57M | 0.00% | +19,570+119.9% | Added |
| Great West Life Assurance Co | 34,561 | $1.51M | 0.00% | −2,269−6.2% | Reduced |
| Isthmus Partners, LLC | 33,287 | $1.45M | 0.18% | +33,287 | New |
| Victory Capital Management Inc | 32,727 | $1.43M | 0.00% | −2,055−5.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 32,194 | $1.41M | 0.01% | +11,799+57.9% | Added |
| Deutsche Bank AG | 31,572 | $1.38M | 0.00% | −2,103−6.2% | Reduced |
| Alliancebernstein L.P. | 30,509 | $1.33M | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 27,219 | $1.19M | 0.03% | +400+1.5% | Added |
| Intech Investment Management LLC | 26,290 | $1.15M | 0.01% | +6,734+34.4% | Added |
| California State Teachers Retirement System | 25,665 | $1.12M | 0.00% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 25,094 | $1.10M | 0.02% | −7,879−23.9% | Reduced |
| Russell Investments Group, Ltd. | 23,824 | $1.04M | 0.00% | +1,078+4.7% | Added |
| O'Shaughnessy Asset Management, LLC | 23,676 | $1.03M | 0.01% | −2,653−10.1% | Reduced |
| Bank of Montreal | 23,468 | $1.03M | 0.00% | +1,619+7.4% | Added |
| AQR Capital Management LLC | 23,348 | $1.02M | 0.00% | −4,262−15.4% | Reduced |
| Burney Co | 22,846 | $998.6K | 0.04% | −145,575−86.4% | Reduced |
| Assenagon Asset Management S.A. | 22,511 | $984.0K | 0.00% | −6,930−23.5% | Reduced |
| Winton Group Ltd | 22,333 | $976.2K | 0.06% | +12,096+118.2% | Added |
| Comerica Bank | 20,555 | $898.5K | 0.00% | −5,623−21.5% | Reduced |
| Verition Fund Management LLC | 19,619 | $857.5K | 0.00% | −172−0.9% | Reduced |
| Legato Capital Management LLC | 19,477 | $851.3K | 0.11% | −553−2.8% | Reduced |
| Bridges Investment Management Inc | 17,916 | $783.1K | 0.01% | +9,438+111.3% | Added |
| Pathstone Holdings, LLC | 17,752 | $779.7K | 0.00% | +1,724+10.8% | Added |
| Wells Fargo & Company | 17,502 | $765.0K | 0.00% | +3,150+21.9% | Added |