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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.

Q1 2025 vs. Q4 2024

How the institutions holding Donnelley Financial Solutions, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of DFIN: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders2455234−6
Shares28.1M471.7K26.8M−840.2K (−3.0%)
Value$1.76B$29.6M$1.17B−$562.2M (−32.4%)

5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (34)

Institutions that held Donnelley Financial Solutions, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to DFIN in Q1 2025
InstitutionSharesValue% of portfolio
Ophir Asset Management Pty Ltd479,296$21.0M3.66%
Burgundy Asset Management Ltd.189,978$8.30M0.09%
Loomis Sayles & Co L P142,014$6.21M0.01%
Nuveen, LLC111,215$4.86M0.00%
Jane Street Group, LLC61,726$2.70M0.00%
Moran Wealth Management, LLC60,311$2.64M0.09%
OP Asset Management Ltd47,965$2.10M0.04%
Isthmus Partners, LLC33,287$1.45M0.18%
XTX Topco Ltd15,258$666.9K0.03%
Liontrust Investment Partners LLP14,766$645.4K0.01%
Trexquant Investment LP14,234$622.2K0.01%
Omers Administration Corp13,200$577.0K0.01%
Numerai GP LLC9,185$401.5K0.08%
State of Wisconsin Investment Board8,570$374.6K0.00%
Gsa Capital Partners LLP7,581$331.0K0.03%
STRS Ohio7,400$323.5K0.00%
CIBC World Markets Corp6,228$272.2K0.00%
SG Americas Securities, LLC5,708$249.0K0.00%
Gallacher Capital Management LLC4,657$203.6K0.10%
Coldstream Capital Management Inc1,585$69.3K0.00%
Boston Private Wealth LLC1,116$48.8K0.00%
BI Asset Management Fondsmaeglerselskab A/S995$43.0K0.00%
Skopos Labs, Inc.178$7.78K0.00%
South State Corp.145$6.34K0.00%
Simplex Trading, LLC52$2.00K0.00%
CVA Family Office, LLC42$1.84K0.00%
Caitong International Asset Management Co., Ltd42$1.84K0.00%
UMA Financial Services, Inc.22$9620.00%
SJS Investment Consulting Inc.17$7440.00%
True Wealth Design, LLC11$4810.00%
Federation des caisses Desjardins du Quebec11$4810.00%
Binnacle Investments Inc11$4810.00%
Stephens Consulting, LLC10$4380.00%
Garde Capital, Inc.5$2190.00%

Sold out (40)

Institutions that held Donnelley Financial Solutions, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of DFIN in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Port Capital LLC368,471$23.1M
Toroso Investments, LLC312,364$19.6M
Qube Research & Technologies Ltd102,451$6.43M
Great Lakes Advisors, LLC77,212$4.84M
RE Advisers Corp56,900$3.57M
Seizert Capital Partners, LLC51,296$3.22M
Phocas Financial Corp.50,640$3.18M
Federated Hermes, Inc.23,918$1.50M
Renaissance Technologies LLC16,300$1.02M
Boothbay Fund Management, LLC15,564$976.3K
Teacher Retirement System of Texas14,733$924.0K
Sanctuary Advisors, LLC11,214$752.3K
Panagora Asset Management Inc11,969$750.8K
Gotham Asset Management, LLC7,902$495.7K
HighTower Advisors, LLC7,728$484.8K
Squarepoint Ops LLC6,884$431.8K
Cetera Investment Advisers6,409$402.0K
Marshall Wace, LLP5,795$363.5K
Alps Advisors Inc5,150$323.1K
Schonfeld Strategic Advisors LLC4,670$292.9K
Quantbot Technologies LP4,644$291.3K
Crescent Grove Advisors, LLC4,501$282.3K
RSM US Wealth Management LLC4,207$264.8K
Lido Advisors, LLC4,143$259.9K
Mutual of America Capital Management LLC4,022$252.3K
Nomura Holdings Inc3,906$245.0K
HSBC Holdings PLC3,741$234.1K
Baker Ellis Asset Management LLC3,500$219.6K
Pictet Asset Management Holding SA3,407$213.7K
CAPROCK Group, Inc.3,347$210.0K
Proequities, Inc.223$14.6K
ESL Trust Services, LLC156$9.79K
LGT Financial Advisors LLC76$4.77K
Altshuler Shaham Ltd69$4.33K
Eagle Bay Advisors LLC27$1.69K
EverSource Wealth Advisors, LLC21$1.32K
Jones Financial Companies LLLP10$627
Cullen/Frost Bankers, Inc.8$502
Macquarie Group Ltd1,686$106
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1$62

Not filed for Q1 2025 yet (5)

Institutions that held Donnelley Financial Solutions, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DFIN in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Access Investment Management LLC218,845$13.7M
Nuveen Asset Management, LLC150,204$9.42M
Phase 2 Partners, LLC102,586$6.44M
Legacy Investment Solutions, LLC26$1.74K
Global Retirement Partners, LLC15$941