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, 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 | $967.1M |
| 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, 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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 15 | $0 | 0.00% | −37−71.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1 | $56 | 0.00% | +1 | New |
| Founders Capital Management | 2 | $123 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $185 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 4 | $247 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5 | $308 | 0.00% | −30−85.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 5 | $308 | 0.00% | −6−54.5% | Reduced |
| CoreCap Advisors, LLC | 5 | $308 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5 | $309 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 6 | $370 | 0.00% | +6 | New |
| Dogwood Wealth Management LLC | 6 | $386 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 10 | $617 | 0.00% | −16−61.5% | Reduced |
| Legacy Investment Solutions, LLC | 10 | $617 | 0.00% | +10 | New |
| Larson Financial Group LLC | 11 | $678 | 0.00% | −7−38.9% | Reduced |
| Binnacle Investments Inc | 11 | $678 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 11 | $679 | 0.00% | −14−56.0% | Reduced |
| True Wealth Design, LLC | 11 | $679 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 15 | $925 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15 | $925 | 0.00% | +15 | New |
| Jones Financial Companies LLLP | 16 | $984 | 0.00% | +16 | New |
| Hantz Financial Services, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 17 | $1.05K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 18 | $1.11K | 0.00% | −4−18.2% | Reduced |
| Atlantic Trust, LLC | 20 | $1.23K | 0.00% | +20 | New |
| Farmers & Merchants Investments Inc | 28 | $1.73K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 37 | $2.28K | 0.00% | +37 | New |
| Private Trust Co NA | 40 | $2.47K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 55 | $3.39K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 61 | $3.76K | 0.00% | −127−67.6% | Reduced |
| Rothschild Investment LLC | 65 | $4.01K | 0.00% | +55+550.0% | Added |
| Parkside Financial Bank & Trust | 65 | $4.01K | 0.00% | +22+51.2% | Added |
| Aster Capital Management (DIFC) Ltd | 71 | $4.38K | 0.00% | +71 | New |
| Altshuler Shaham Ltd | 75 | $4.62K | 0.00% | +75 | New |
| Boyd Watterson Asset Management LLC | 76 | $4.68K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 83 | $5.12K | 0.00% | +10+13.7% | Added |
| Signaturefd, LLC | 91 | $5.61K | 0.00% | +70+333.3% | Added |
| Allworth Financial LP | 93 | $5.73K | 0.00% | −22−19.1% | Reduced |
| Skopos Labs, Inc. | 99 | $6.10K | 0.00% | −79−44.4% | Reduced |
| Bell Investment Advisors, Inc | 101 | $6.23K | 0.00% | +101 | New |
| AdvisorNet Financial, Inc | 110 | $6.78K | 0.00% | +110 | New |
| Quest Partners LLC | 138 | $8.51K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 144 | $8.88K | 0.00% | −157−52.2% | Reduced |
| South State Corp. | 145 | $8.94K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 170 | $10.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 183 | $11.3K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 183 | $11.3K | 0.00% | +153+510.0% | Added |
| Covestor Ltd | 205 | $12.0K | 0.01% | −3−1.4% | Reduced |
| Bessemer Group Inc | 215 | $13.0K | 0.00% | +126+141.6% | Added |
| IFP Advisors, Inc | 174 | $14.7K | 0.00% | +174 | Added |
| Sterling Capital Management LLC | 246 | $15.2K | 0.00% | +56+29.5% | Added |
| Geneos Wealth Management Inc. | 249 | $15.4K | 0.00% | +8+3.3% | Added |
| WealthCollab, LLC | 250 | $15.4K | 0.01% | +42+20.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 314 | $19.0K | 0.00% | +314 | New |
| Farther Finance Advisors, LLC | 329 | $20.3K | 0.00% | −194−37.1% | Reduced |
| Smithfield Trust Co | 350 | $21.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 345 | $21.3K | 0.00% | +65+23.2% | Added |
| Cedar Mountain Advisors, LLC | 385 | $23.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 388 | $23.9K | 0.00% | +179+85.6% | Added |
| CIBC Private Wealth Group, LLC | 421 | $26.0K | 0.00% | −42−9.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 507 | $31.3K | 0.02% | +465+1,107.1% | Added |
| TD Private Client Wealth LLC | 531 | $32.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 583 | $35.9K | 0.00% | +29+5.2% | Added |
| Salem Investment Counselors Inc | 603 | $37.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 690 | $43.0K | 0.00% | +241+53.7% | Added |
| KBC Group NV | 969 | $60.0K | 0.00% | −581−37.5% | Reduced |
| Smartleaf Asset Management LLC | 1,084 | $66.7K | 0.01% | −16−1.5% | Reduced |
| Versant Capital Management, Inc | 1,185 | $73.1K | 0.01% | +442+59.5% | Added |
| North Star Investment Management Corp. | 1,358 | $83.7K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,472 | $90.7K | 0.00% | +457+45.0% | Added |
| Huntington National Bank | 1,584 | $97.7K | 0.00% | +517+48.5% | Added |
| US Bancorp | 2,168 | $133.7K | 0.00% | +370+20.6% | Added |
| Ameritas Investment Partners, Inc. | 2,615 | $161.2K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 2,775 | $171.1K | 0.03% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,973 | $183.3K | 0.00% | +1,160+64.0% | Added |
| Mutual of America Capital Management LLC | 3,266 | $201.3K | 0.00% | +3,266 | New |
| CIBC World Markets Corp | 3,280 | $202.2K | 0.00% | −2,948−47.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,458 | $213.2K | 0.01% | +1,955+130.1% | Added |
| HSBC Holdings PLC | 3,480 | $214.4K | 0.00% | +3,480 | New |
| State of Wyoming | 3,533 | $217.8K | 0.03% | −1,299−26.9% | Reduced |
| Pictet Asset Management Holding SA | 3,985 | $245.7K | 0.00% | +3,985 | New |
| Exchange Traded Concepts, LLC | 4,055 | $250.0K | 0.00% | −1,574−28.0% | Reduced |
| Teacher Retirement System of Texas | 4,120 | $254.0K | 0.00% | +4,120 | New |
| Glenmede Investment Management, LP | 4,198 | $258.8K | 0.00% | +4,198 | New |
| Shell Asset Management Co | 4,223 | $260.0K | 0.01% | −896−17.5% | Reduced |
| Lido Advisors, LLC | 4,245 | $261.7K | 0.00% | +4,245 | New |
| Versor Investments LP | 4,300 | $265.1K | 0.05% | +4,300 | New |
| Amundi | 4,394 | $274.8K | 0.00% | −6,503−59.7% | Reduced |
| Crescent Grove Advisors, LLC | 4,501 | $277.5K | 0.03% | +4,501 | New |
| DGS Capital Management, LLC | 4,512 | $278.2K | 0.06% | +4,512 | New |
| RSM US Wealth Management LLC | 4,537 | $279.7K | 0.00% | +4,537 | New |
| Nomura Holdings Inc | 4,544 | $280.1K | 0.00% | +4,544 | New |
| KLP Kapitalforvaltning AS | 5,400 | $332.9K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 5,485 | $338.1K | 0.00% | −1,343−19.7% | Reduced |
| Quantinno Capital Management LP | 5,534 | $341.2K | 0.00% | +5,534 | New |
| Numerai GP LLC | 5,633 | $347.3K | 0.05% | −3,552−38.7% | Reduced |
| Oregon Public Employees Retirement Fund | 5,841 | $360.1K | 0.01% | −200−3.3% | Reduced |
| ProShare Advisors LLC | 5,920 | $365.0K | 0.00% | −661−10.0% | Reduced |
| Advisor Group Holdings, Inc. | 6,296 | $366.8K | 0.00% | +252+4.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,979 | $368.6K | 0.00% | +128+2.2% | Added |
| Truist Financial Corp | 6,096 | $375.8K | 0.00% | −2,634−30.2% | Reduced |