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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 0 | $87 | 0.00% | 0 | Unchanged |
| Founders Capital Management | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $132 | 0.00% | −1−25.0% | Reduced |
| Trust Co of Vermont | 4 | $175 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $219 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5 | $219 | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 6 | $262 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $437 | 0.00% | −25−71.4% | Reduced |
| Stephens Consulting, LLC | 10 | $438 | 0.00% | +10 | New |
| True Wealth Design, LLC | 11 | $481 | 0.00% | +11 | New |
| Federation des caisses Desjardins du Quebec | 11 | $481 | 0.00% | +11 | New |
| Binnacle Investments Inc | 11 | $481 | 0.00% | +11 | New |
| Anfield Capital Management, LLC | 15 | $656 | 0.00% | −3−16.7% | Reduced |
| SJS Investment Consulting Inc. | 17 | $744 | 0.00% | +17 | New |
| Larson Financial Group LLC | 18 | $787 | 0.00% | +14+350.0% | Added |
| Signaturefd, LLC | 21 | $918 | 0.00% | +17+425.0% | Added |
| UMA Financial Services, Inc. | 22 | $962 | 0.00% | +22 | New |
| TD Waterhouse Canada Inc. | 25 | $1.09K | 0.00% | −98−79.7% | Reduced |
| Legacy Wealth Managment, LLC | 26 | $1.14K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $1.22K | 0.00% | +10+55.6% | Added |
| Umb Bank N A | 30 | $1.31K | 0.00% | −47−61.0% | Reduced |
| Parallel Advisors, LLC | 35 | $1.53K | 0.00% | +30+600.0% | Added |
| Private Trust Co NA | 40 | $1.75K | 0.00% | +30+300.0% | Added |
| CVA Family Office, LLC | 42 | $1.84K | 0.00% | +42 | New |
| Caitong International Asset Management Co., Ltd | 42 | $1.84K | 0.00% | +42 | New |
| Parkside Financial Bank & Trust | 43 | $1.88K | 0.00% | +10+30.3% | Added |
| Simplex Trading, LLC | 52 | $2.00K | 0.00% | +52 | New |
| Quarry LP | 54 | $2.36K | 0.00% | −620−92.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 55 | $2.40K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 73 | $3.19K | 0.00% | +14+23.7% | Added |
| Boyd Watterson Asset Management LLC | 76 | $3.32K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 89 | $4.00K | 0.00% | −63−41.4% | Reduced |
| Allworth Financial LP | 115 | $5.15K | 0.00% | +31+36.9% | Added |
| Quest Partners LLC | 138 | $6.03K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 145 | $6.34K | 0.00% | +145 | New |
| SBI Securities Co., Ltd. | 170 | $7.43K | 0.00% | −3−1.7% | Reduced |
| Skopos Labs, Inc. | 178 | $7.78K | 0.00% | +178 | New |
| Caldwell Sutter Capital, Inc. | 183 | $8.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 188 | $8.22K | 0.00% | +64+51.6% | Added |
| Sterling Capital Management LLC | 190 | $8.30K | 0.00% | −122−39.1% | Reduced |
| Quadrant Capital Group LLC | 192 | $8.39K | 0.00% | −422−68.7% | Reduced |
| Mather Group, LLC. | 205 | $8.96K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 208 | $9.00K | 0.01% | +58+38.7% | Added |
| WealthCollab, LLC | 208 | $9.09K | 0.01% | +46+28.4% | Added |
| Nisa Investment Advisors, LLC | 209 | $9.13K | 0.00% | +19+10.0% | Added |
| Geneos Wealth Management Inc. | 241 | $10.5K | 0.00% | +84+53.5% | Added |
| GAMMA Investing LLC | 280 | $12.2K | 0.00% | +150+115.4% | Added |
| Fifth Third Bancorp | 301 | $13.2K | 0.00% | +199+195.1% | Added |
| Smithfield Trust Co | 350 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 385 | $16.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 463 | $17.7K | 0.00% | −22−4.5% | Reduced |
| CWM, LLC | 449 | $20.0K | 0.00% | +50+12.5% | Added |
| Farther Finance Advisors, LLC | 523 | $23.0K | 0.00% | −67−11.4% | Reduced |
| TD Private Client Wealth LLC | 531 | $23.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 554 | $24.2K | 0.00% | −93−14.4% | Reduced |
| Lindbrook Capital, LLC | 597 | $26.1K | 0.00% | −10−1.6% | Reduced |
| Salem Investment Counselors Inc | 603 | $26.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 743 | $32.5K | 0.01% | +493+197.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 995 | $43.0K | 0.00% | +995 | New |
| Huntington National Bank | 1,067 | $46.6K | 0.00% | +157+17.3% | Added |
| Smartleaf Asset Management LLC | 1,100 | $48.2K | 0.00% | −56−4.8% | Reduced |
| Boston Private Wealth LLC | 1,116 | $48.8K | 0.00% | +1,116 | New |
| North Star Investment Management Corp. | 1,358 | $59.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,015 | $63.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,503 | $65.7K | 0.00% | +683+83.3% | Added |
| KBC Group NV | 1,550 | $68.0K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,585 | $69.3K | 0.00% | +1,585 | New |
| US Bancorp | 1,798 | $78.6K | 0.00% | −443−19.8% | Reduced |
| BNP Paribas Arbitrage, SA | 1,813 | $79.2K | 0.00% | −2,327−56.2% | Reduced |
| Vestcor Inc | 1,933 | $84.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,484 | $108.6K | 0.01% | +1,245+100.5% | Added |
| Ameritas Investment Partners, Inc. | 2,615 | $114.3K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 2,775 | $121.3K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,905 | $127.0K | 0.00% | +483+19.9% | Added |
| FMR LLC | 3,637 | $159.0K | 0.00% | −143−3.8% | Reduced |
| Gallacher Capital Management LLC | 4,657 | $203.6K | 0.10% | +4,657 | New |
| State of Wyoming | 4,832 | $211.2K | 0.03% | −1,240−20.4% | Reduced |
| Shell Asset Management Co | 5,119 | $224.0K | 0.01% | −222−4.2% | Reduced |
| KLP Kapitalforvaltning AS | 5,400 | $236.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 5,629 | $246.0K | 0.00% | −10,658−65.4% | Reduced |
| SG Americas Securities, LLC | 5,708 | $249.0K | 0.00% | +5,708 | New |
| Police & Firemen's Retirement System of New Jersey | 5,851 | $255.7K | 0.00% | +588+11.2% | Added |
| Oregon Public Employees Retirement Fund | 6,041 | $264.1K | 0.01% | −200−3.2% | Reduced |
| Advisor Group Holdings, Inc. | 6,044 | $264.2K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 6,175 | $269.9K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 6,228 | $272.2K | 0.00% | +6,228 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,353 | $277.7K | 0.00% | +685+12.1% | Added |
| ProShare Advisors LLC | 6,581 | $287.7K | 0.00% | −1,213−15.6% | Reduced |
| Mariner, LLC | 6,828 | $298.5K | 0.00% | +2,097+44.3% | Added |
| State Board of Administration of Florida Retirement System | 7,079 | $309.4K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 7,400 | $323.5K | 0.00% | +7,400 | New |
| Gsa Capital Partners LLP | 7,581 | $331.0K | 0.03% | +7,581 | New |
| Amalgamated Bank | 7,633 | $334.0K | 0.00% | −47−0.6% | Reduced |
| Creative Planning | 7,705 | $336.8K | 0.00% | +7,633+10,601.4% | Added |
| Maryland State Retirement & Pension System | 7,745 | $338.5K | 0.01% | −1,275−14.1% | Reduced |
| Level Four Advisory Services, LLC | 7,830 | $342.2K | 0.01% | +3,403+76.9% | Added |
| Arizona State Retirement System | 7,864 | $343.7K | 0.00% | −141−1.8% | Reduced |
| CWM Advisors, LLC | 7,867 | $343.9K | 0.04% | +1,454+22.7% | Added |
| Teachers Retirement System of the State of Kentucky | 8,315 | $364.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 8,570 | $374.6K | 0.00% | +8,570 | New |