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 $967.3M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Donnelley Financial Solutions, Inc. as of Jun 30, 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
- 245
- +12 vs. Q1 2025
- Shares held
- 27.5M
- +741.1K (+2.8%) vs. Q1 2025
- Total value
- $1.70B
- +$527.2M (+45.0%) vs. Q1 2025
- New holders
- 37
- 77 more added
- Sold out
- 25
- 94 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $967.3M |
| Q1 2026 | 245 | $1.15B |
| Q4 2025 | 236 | $1.19B |
| Q3 2025 | 245 | $1.41B |
| Q2 2025 | 245 | $1.70B |
| Q1 2025 | 234 | $1.17B |
| Q4 2024 | 245 | $1.76B |
| Q3 2024 | 255 | $1.83B |
| Q2 2024 | 248 | $1.66B |
| Q1 2024 | 246 | $1.82B |
| Q4 2023 | 222 | $1.73B |
| Q3 2023 | 214 | $1.48B |
| Q2 2023 | 211 | $1.23B |
| Q1 2023 | 197 | $1.14B |
| Q4 2022 | 202 | $1.06B |
| Q3 2022 | 200 | $1.03B |
| Q2 2022 | 196 | $845.2M |
| Q1 2022 | 221 | $995.7M |
| Q4 2021 | 221 | $1.39B |
| Q3 2021 | 191 | $1.04B |
| Q2 2021 | 184 | $982.8M |
| Q1 2021 | 167 | $825.5M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Donnelley Financial Solutions, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,886,829 | $239.6M | 0.00% | −383,090−9.0% | Reduced |
| Vanguard Group Inc | 1,817,358 | $112.0M | 0.00% | −51,351−2.7% | Reduced |
| Morgan Stanley | 1,208,246 | $74.5M | 0.00% | +158,523+15.1% | Added |
| State Street Corp | 1,146,871 | $70.7M | 0.00% | −48,872−4.1% | Reduced |
| Thrivent Financial for Lutherans | 1,145,812 | $70.6M | 0.15% | −58,742−4.9% | Reduced |
| Mawer Investment Management Ltd. | 1,074,386 | $66.2M | 0.34% | −258,389−19.4% | Reduced |
| Simcoe Capital Management, LLC | 1,037,735 | $64.0M | 9.33% | +263,570+34.0% | Added |
| Rice Hall James & Associates, LLC | 834,595 | $51.5M | 2.77% | +8,611+1.0% | Added |
| Boston Trust Walden Corp | 746,913 | $46.0M | 0.33% | −15,743−2.1% | Reduced |
| Dimensional Fund Advisors LP | 724,617 | $44.7M | 0.01% | −55,352−7.1% | Reduced |
| Westwood Holdings Group Inc. | 609,939 | $37.6M | 0.27% | +609,939 | New |
| Geode Capital Management, LLC | 608,868 | $37.5M | 0.00% | −27,271−4.3% | Reduced |
| Price T Rowe Associates Inc | 601,115 | $37.1M | 0.00% | +5,472+0.9% | Added |
| Alliancebernstein L.P. | 592,653 | $36.5M | 0.01% | +562,144+1,842.6% | Added |
| Frontier Capital Management Co LLC | 554,828 | $34.2M | 0.32% | +29,849+5.7% | Added |
| Shapiro Capital Management LLC | 534,646 | $33.0M | 1.45% | +186,560+53.6% | Added |
| Northern Trust Corp | 513,035 | $31.6M | 0.00% | −74,123−12.6% | Reduced |
| Invesco Ltd. | 500,100 | $30.8M | 0.01% | +76,217+18.0% | Added |
| Standard Life Aberdeen plc | 460,334 | $28.4M | 0.05% | +29,781+6.9% | Added |
| William Blair Investment Management, LLC | 410,773 | $25.3M | 0.07% | +19,261+4.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 388,417 | $23.9M | 0.09% | +42,064+12.1% | Added |
| Charles Schwab Investment Management Inc | 368,225 | $22.7M | 0.00% | −5,702−1.5% | Reduced |
| JPMorgan Chase & Co | 366,904 | $22.6M | 0.00% | +9,206+2.6% | Added |
| Rockefeller Capital Management L.P. | 323,471 | $19.9M | 0.04% | −29,608−8.4% | Reduced |
| Ophir Asset Management Pty Ltd | 290,938 | $18.6M | 2.95% | −188,358−39.3% | Reduced |
| Public Employees Retirement Association of Colorado | 245,674 | $15.1M | 0.06% | 00.0% | Unchanged |
| Winmill & Co. Inc | 243,000 | $15.0M | 4.17% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 234,363 | $14.4M | 4.06% | +4,953+2.2% | Added |
| Neumeier Poma Investment Counsel LLC | 220,730 | $13.6M | 1.27% | −54,350−19.8% | Reduced |
| Access Investment Management LLC | 219,270 | $13.5M | 3.85% | +219,270 | New |
| Marathon Asset Mgmt Ltd | 202,824 | $12.5M | 0.40% | −2,864−1.4% | Reduced |
| Alberta Investment Management Corp | 200,000 | $12.3M | 0.10% | +50,000+33.3% | Added |
| Millennium Management LLC | 192,515 | $11.9M | 0.01% | +23,614+14.0% | Added |
| Loomis Sayles & Co L P | 180,427 | $11.1M | 0.01% | +38,413+27.0% | Added |
| Allspring Global Investments Holdings, LLC | 176,885 | $10.9M | 0.02% | +53,598+43.5% | Added |
| Bank of New York Mellon Corp | 171,057 | $10.5M | 0.00% | −4,891−2.8% | Reduced |
| Royce & Associates LP | 169,418 | $10.4M | 0.11% | +132,372+357.3% | Added |
| Envestnet Asset Management Inc | 161,998 | $9.99M | 0.00% | −10,624−6.2% | Reduced |
| Janus Henderson Group PLC | 155,240 | $9.58M | 0.00% | +142,463+1,115.0% | Added |
| Bank of America Corp | 154,348 | $9.52M | 0.00% | +49,269+46.9% | Added |
| D. E. Shaw & Co., Inc. | 129,718 | $8.00M | 0.01% | −12,046−8.5% | Reduced |
| Principal Financial Group Inc | 126,215 | $7.78M | 0.00% | −6,329−4.8% | Reduced |
| UBS Asset Management Americas Inc | 125,001 | $7.71M | 0.00% | +23,047+22.6% | Added |
| Goldman Sachs Group Inc | 118,286 | $7.29M | 0.00% | −33,796−22.2% | Reduced |
| Harbor Capital Advisors, Inc. | 108,891 | $6.71M | 0.28% | +47,632+77.8% | Added |
| Public Employees Retirement System of Ohio | 107,294 | $6.61M | 0.02% | +35,118+48.7% | Added |
| Global Value Investment Corp. | 106,610 | $6.57M | 9.50% | −805−0.7% | Reduced |
| Raymond James Financial Inc | 101,381 | $6.25M | 0.00% | −14,911−12.8% | Reduced |
| Two Sigma Advisers, LP | 99,100 | $6.11M | 0.01% | −31,200−23.9% | Reduced |
| Nuveen, LLC | 87,633 | $5.40M | 0.00% | −23,582−21.2% | Reduced |
| Public Sector Pension Investment Board | 86,697 | $5.34M | 0.02% | +2,515+3.0% | Added |
| Citadel Advisors LLC | 84,401 | $5.20M | 0.00% | −15,041−15.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 76,988 | $4.75M | 0.00% | +14,303+22.8% | Added |
| Rhumbline Advisers | 76,932 | $4.74M | 0.00% | +2,266+3.0% | Added |
| Legal & General Group Plc | 72,818 | $4.49M | 0.00% | +1,212+1.7% | Added |
| Man Group plc | 69,207 | $4.27M | 0.01% | −1,762−2.5% | Reduced |
| Globeflex Capital L P | 68,494 | $4.22M | 0.35% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 68,204 | $4.20M | 0.00% | −23,374−25.5% | Reduced |
| American Century Companies Inc | 64,579 | $3.98M | 0.00% | +3,661+6.0% | Added |
| Cresset Asset Management, LLC | 63,323 | $3.90M | 0.02% | +7,620+13.7% | Added |
| UBS Group AG | 61,536 | $3.79M | 0.00% | −43,942−41.7% | Reduced |
| Prudential Financial Inc | 60,409 | $3.72M | 0.00% | −2,026−3.2% | Reduced |
| First Trust Advisors LP | 59,391 | $3.66M | 0.00% | +21,692+57.5% | Added |
| Ameriprise Financial Inc | 55,315 | $3.41M | 0.00% | −4,096−6.9% | Reduced |
| Janney Montgomery Scott LLC | 55,283 | $3.41M | 0.01% | −230.0% | Reduced |
| Isthmus Partners, LLC | 54,987 | $3.39M | 0.40% | +21,700+65.2% | Added |
| King Luther Capital Management Corp | 54,733 | $3.37M | 0.01% | +54,733 | New |
| Barclays PLC | 53,644 | $3.31M | 0.00% | +11,494+27.3% | Added |
| Moran Wealth Management, LLC | 52,072 | $3.21M | 0.10% | −8,239−13.7% | Reduced |
| Swiss National Bank | 51,800 | $3.19M | 0.00% | −1,300−2.4% | Reduced |
| New York State Teachers Retirement System | 48,713 | $3.00M | 0.01% | −1,509−3.0% | Reduced |
| Bridge City Capital, LLC | 47,659 | $2.94M | 0.82% | +136+0.3% | Added |
| Assetmark, Inc | 47,366 | $2.92M | 0.01% | +7,134+17.7% | Added |
| Two Sigma Investments, LP | 45,922 | $2.83M | 0.01% | −91,153−66.5% | Reduced |
| Susquehanna International Group, LLP | 41,436 | $2.55M | 0.00% | +5,541+15.4% | Added |
| The PNC Financial Services Group, Inc. | 36,838 | $2.27M | 0.00% | −1,084−2.9% | Reduced |
| Russell Investments Group, Ltd. | 35,000 | $2.16M | 0.00% | +11,176+46.9% | Added |
| Victory Capital Management Inc | 33,482 | $2.06M | 0.00% | +755+2.3% | Added |
| Great West Life Assurance Co | 31,794 | $1.96M | 0.00% | −2,767−8.0% | Reduced |
| Deutsche Bank AG | 29,475 | $1.82M | 0.00% | −2,097−6.6% | Reduced |
| SEI Investments Co | 27,794 | $1.71M | 0.00% | +18,832+210.1% | Added |
| Martingale Asset Management L P | 27,219 | $1.68M | 0.04% | 00.0% | Unchanged |
| OP Asset Management Ltd | 27,129 | $1.67M | 0.02% | −20,836−43.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 26,869 | $1.66M | 0.01% | −5,325−16.5% | Reduced |
| California State Teachers Retirement System | 25,427 | $1.57M | 0.00% | −238−0.9% | Reduced |
| Citigroup Inc | 23,297 | $1.44M | 0.00% | −15,528−40.0% | Reduced |
| Bank of Montreal | 22,960 | $1.42M | 0.00% | −508−2.2% | Reduced |
| Wedge Capital Management L L P | 22,798 | $1.41M | 0.03% | −2,296−9.1% | Reduced |
| Assenagon Asset Management S.A. | 22,511 | $1.39M | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 21,492 | $1.32M | 0.01% | +7,258+51.0% | Added |
| Comerica Bank | 21,308 | $1.31M | 0.01% | +753+3.7% | Added |
| Freestone Grove Partners LP | 21,274 | $1.31M | 0.01% | +21,274 | New |
| AQR Capital Management LLC | 20,930 | $1.29M | 0.00% | −2,418−10.4% | Reduced |
| Bridges Investment Management Inc | 20,684 | $1.28M | 0.02% | +2,768+15.4% | Added |
| O'Shaughnessy Asset Management, LLC | 19,651 | $1.21M | 0.01% | −4,025−17.0% | Reduced |
| Voya Investment Management LLC | 19,483 | $1.20M | 0.00% | +6,810+53.7% | Added |
| Legato Capital Management LLC | 19,365 | $1.19M | 0.14% | −112−0.6% | Reduced |
| Creative Planning | 18,586 | $1.15M | 0.00% | +10,881+141.2% | Added |
| New York State Common Retirement Fund | 18,309 | $1.13M | 0.00% | −22,569−55.2% | Reduced |
| Jane Street Group, LLC | 18,209 | $1.12M | 0.00% | −43,517−70.5% | Reduced |