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 |
|---|---|---|---|---|---|
| Quest Partners LLC | 138 | $6.03K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 115 | $5.15K | 0.00% | +31+36.9% | Added |
| Bessemer Group Inc | 89 | $4.00K | 0.00% | −63−41.4% | Reduced |
| Boyd Watterson Asset Management LLC | 76 | $3.32K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 73 | $3.19K | 0.00% | +14+23.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 55 | $2.40K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 54 | $2.36K | 0.00% | −620−92.0% | Reduced |
| Simplex Trading, LLC | 52 | $2.00K | 0.00% | +52 | New |
| Parkside Financial Bank & Trust | 43 | $1.88K | 0.00% | +10+30.3% | 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 |
| Private Trust Co NA | 40 | $1.75K | 0.00% | +30+300.0% | Added |
| Parallel Advisors, LLC | 35 | $1.53K | 0.00% | +30+600.0% | Added |
| Umb Bank N A | 30 | $1.31K | 0.00% | −47−61.0% | Reduced |
| Farmers & Merchants Investments Inc | 28 | $1.22K | 0.00% | +10+55.6% | Added |
| Legacy Wealth Managment, LLC | 26 | $1.14K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 25 | $1.09K | 0.00% | −98−79.7% | Reduced |
| UMA Financial Services, Inc. | 22 | $962 | 0.00% | +22 | New |
| Signaturefd, LLC | 21 | $918 | 0.00% | +17+425.0% | Added |
| Larson Financial Group LLC | 18 | $787 | 0.00% | +14+350.0% | Added |
| SJS Investment Consulting Inc. | 17 | $744 | 0.00% | +17 | New |
| Anfield Capital Management, LLC | 15 | $656 | 0.00% | −3−16.7% | Reduced |
| 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 |
| Stephens Consulting, LLC | 10 | $438 | 0.00% | +10 | New |
| Rothschild Investment LLC | 10 | $437 | 0.00% | −25−71.4% | Reduced |
| Dogwood Wealth Management LLC | 6 | $262 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $219 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5 | $219 | 0.00% | +5 | New |
| Trust Co of Vermont | 4 | $175 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $132 | 0.00% | −1−25.0% | Reduced |
| IFP Advisors, Inc | 0 | $87 | 0.00% | 0 | Unchanged |
| Founders Capital Management | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −223−100.0% | Sold out |
| Port Capital LLC | 0 | $0 | 0.00% | −368,471−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −312,364−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −102,451−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −77,212−100.0% | Sold out |
| RE Advisers Corp | 0 | $0 | 0.00% | −56,900−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −51,296−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −50,640−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −23,918−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −16,300−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −15,564−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −14,733−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −11,214−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −11,969−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −7,902−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −7,728−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −6,884−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −6,409−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −5,795−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −5,150−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,670−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,644−100.0% | Sold out |
| Crescent Grove Advisors, LLC | 0 | $0 | 0.00% | −4,501−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −4,207−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −4,143−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −4,022−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −3,906−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −3,741−100.0% | Sold out |
| Baker Ellis Asset Management LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −3,407−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −3,347−100.0% | Sold out |
| ESL Trust Services, LLC | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,686−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Access Investment Management LLC | – | – | – | – | Not filed |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Phase 2 Partners, LLC | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |