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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 6,158 | $379.6K | 0.00% | +6,158 | New |
| CWM Advisors, LLC | 6,310 | $389.0K | 0.04% | −1,557−19.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,528 | $402.5K | 0.00% | +175+2.8% | Added |
| FMR LLC | 6,624 | $408.3K | 0.00% | +2,987+82.1% | Added |
| LPL Financial LLC | 7,008 | $432.0K | 0.00% | +7,008 | New |
| State Board of Administration of Florida Retirement System | 7,079 | $436.4K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 7,270 | $448.2K | 0.02% | −560−7.2% | Reduced |
| Amalgamated Bank | 7,332 | $452.0K | 0.00% | −301−3.9% | Reduced |
| Maryland State Retirement & Pension System | 7,473 | $460.7K | 0.01% | −272−3.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,515 | $463.3K | 0.00% | +7,515 | New |
| Bokf, NA | 7,665 | $472.5K | 0.01% | −2,556−25.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,766 | $479.0K | 0.00% | −549−6.6% | Reduced |
| Arizona State Retirement System | 7,910 | $487.7K | 0.00% | +46+0.6% | Added |
| Brevan Howard Capital Management LP | 7,997 | $493.0K | 0.01% | +7,997 | New |
| STRS Ohio | 8,000 | $493.2K | 0.00% | +600+8.1% | Added |
| State of Tennessee, Treasury Department | 8,404 | $518.1K | 0.00% | +2,229+36.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,453 | $521.1K | 0.00% | +8,453 | New |
| First Citizens Bank & Trust Co | 8,705 | $536.7K | 0.01% | +8,705 | New |
| Franklin Resources Inc | 8,773 | $540.9K | 0.00% | +8,773 | New |
| Liontrust Investment Partners LLP | 8,906 | $549.1K | 0.01% | −5,860−39.7% | Reduced |
| Burney Co | 8,953 | $552.0K | 0.02% | −13,893−60.8% | Reduced |
| Lazard Asset Management LLC | 9,037 | $557.0K | 0.00% | −778−7.9% | Reduced |
| Yousif Capital Management, LLC | 9,487 | $584.9K | 0.01% | −368−3.7% | Reduced |
| Corsair Capital Management, L.P. | 9,655 | $595.2K | 0.11% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,947 | $613.2K | 0.00% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 9,943 | $632.4K | 0.02% | +200+2.1% | Added |
| Ensign Peak Advisors, Inc | 10,303 | $635.2K | 0.00% | −3,000−22.6% | Reduced |
| Ritholtz Wealth Management | 10,531 | $649.2K | 0.01% | −2,885−21.5% | Reduced |
| MML Investors Services, LLC | 10,758 | $663.0K | 0.00% | +1,226+12.9% | Added |
| Stifel Financial Corp | 11,536 | $711.2K | 0.00% | −647−5.3% | Reduced |
| Louisiana State Employees Retirement System | 11,900 | $733.6K | 0.01% | −600−4.8% | Reduced |
| Royal Bank of Canada | 12,714 | $783.0K | 0.00% | +9,809+337.7% | Added |
| Illinois Municipal Retirement Fund | 13,403 | $826.3K | 0.01% | −1,756−11.6% | Reduced |
| State of Wisconsin Investment Board | 13,486 | $831.4K | 0.00% | +4,916+57.4% | Added |
| Manufacturers Life Insurance Company, The | 13,503 | $832.5K | 0.00% | −499−3.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 14,591 | $899.5K | 0.00% | −2,092−12.5% | Reduced |
| State of Alaska, Department of Revenue | 15,173 | $934.0K | 0.01% | +462+3.1% | Added |
| Gamco Investors, Inc. Et Al | 15,320 | $944.5K | 0.01% | −35−0.2% | Reduced |
| Wells Fargo & Company | 15,559 | $959.2K | 0.00% | −1,943−11.1% | Reduced |
| Ancora Advisors, LLC | 15,837 | $976.4K | 0.02% | 00.0% | Unchanged |
| Intech Investment Management LLC | 15,932 | $982.2K | 0.01% | −10,358−39.4% | Reduced |
| MetLife Investment Management | 16,231 | $1.00M | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 17,362 | $1.07M | 0.13% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 17,913 | $1.10M | 0.00% | +161+0.9% | Added |
| Gotham Asset Management, LLC | 18,026 | $1.11M | 0.01% | +18,026 | New |
| Jane Street Group, LLC | 18,209 | $1.12M | 0.00% | −43,517−70.5% | Reduced |
| New York State Common Retirement Fund | 18,309 | $1.13M | 0.00% | −22,569−55.2% | Reduced |
| Creative Planning | 18,586 | $1.15M | 0.00% | +10,881+141.2% | Added |
| Legato Capital Management LLC | 19,365 | $1.19M | 0.14% | −112−0.6% | Reduced |
| Voya Investment Management LLC | 19,483 | $1.20M | 0.00% | +6,810+53.7% | Added |
| O'Shaughnessy Asset Management, LLC | 19,651 | $1.21M | 0.01% | −4,025−17.0% | Reduced |
| Bridges Investment Management Inc | 20,684 | $1.28M | 0.02% | +2,768+15.4% | Added |
| AQR Capital Management LLC | 20,930 | $1.29M | 0.00% | −2,418−10.4% | Reduced |
| Freestone Grove Partners LP | 21,274 | $1.31M | 0.01% | +21,274 | New |
| Comerica Bank | 21,308 | $1.31M | 0.01% | +753+3.7% | Added |
| Trexquant Investment LP | 21,492 | $1.32M | 0.01% | +7,258+51.0% | Added |
| Assenagon Asset Management S.A. | 22,511 | $1.39M | 0.00% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 22,798 | $1.41M | 0.03% | −2,296−9.1% | Reduced |
| Bank of Montreal | 22,960 | $1.42M | 0.00% | −508−2.2% | Reduced |
| Citigroup Inc | 23,297 | $1.44M | 0.00% | −15,528−40.0% | Reduced |
| California State Teachers Retirement System | 25,427 | $1.57M | 0.00% | −238−0.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 26,869 | $1.66M | 0.01% | −5,325−16.5% | Reduced |
| OP Asset Management Ltd | 27,129 | $1.67M | 0.02% | −20,836−43.4% | Reduced |
| Martingale Asset Management L P | 27,219 | $1.68M | 0.04% | 00.0% | Unchanged |
| SEI Investments Co | 27,794 | $1.71M | 0.00% | +18,832+210.1% | Added |
| Deutsche Bank AG | 29,475 | $1.82M | 0.00% | −2,097−6.6% | Reduced |
| Great West Life Assurance Co | 31,794 | $1.96M | 0.00% | −2,767−8.0% | Reduced |
| Victory Capital Management Inc | 33,482 | $2.06M | 0.00% | +755+2.3% | Added |
| Russell Investments Group, Ltd. | 35,000 | $2.16M | 0.00% | +11,176+46.9% | Added |
| The PNC Financial Services Group, Inc. | 36,838 | $2.27M | 0.00% | −1,084−2.9% | Reduced |
| Susquehanna International Group, LLP | 41,436 | $2.55M | 0.00% | +5,541+15.4% | Added |
| Two Sigma Investments, LP | 45,922 | $2.83M | 0.01% | −91,153−66.5% | Reduced |
| Assetmark, Inc | 47,366 | $2.92M | 0.01% | +7,134+17.7% | Added |
| Bridge City Capital, LLC | 47,659 | $2.94M | 0.82% | +136+0.3% | Added |
| New York State Teachers Retirement System | 48,713 | $3.00M | 0.01% | −1,509−3.0% | Reduced |
| Swiss National Bank | 51,800 | $3.19M | 0.00% | −1,300−2.4% | Reduced |
| Moran Wealth Management, LLC | 52,072 | $3.21M | 0.10% | −8,239−13.7% | Reduced |
| Barclays PLC | 53,644 | $3.31M | 0.00% | +11,494+27.3% | Added |
| King Luther Capital Management Corp | 54,733 | $3.37M | 0.01% | +54,733 | New |
| Isthmus Partners, LLC | 54,987 | $3.39M | 0.40% | +21,700+65.2% | Added |
| Janney Montgomery Scott LLC | 55,283 | $3.41M | 0.01% | −230.0% | Reduced |
| Ameriprise Financial Inc | 55,315 | $3.41M | 0.00% | −4,096−6.9% | Reduced |
| First Trust Advisors LP | 59,391 | $3.66M | 0.00% | +21,692+57.5% | Added |
| Prudential Financial Inc | 60,409 | $3.72M | 0.00% | −2,026−3.2% | Reduced |
| UBS Group AG | 61,536 | $3.79M | 0.00% | −43,942−41.7% | Reduced |
| Cresset Asset Management, LLC | 63,323 | $3.90M | 0.02% | +7,620+13.7% | Added |
| American Century Companies Inc | 64,579 | $3.98M | 0.00% | +3,661+6.0% | Added |
| Fisher Asset Management, LLC | 68,204 | $4.20M | 0.00% | −23,374−25.5% | Reduced |
| Globeflex Capital L P | 68,494 | $4.22M | 0.35% | 00.0% | Unchanged |
| Man Group plc | 69,207 | $4.27M | 0.01% | −1,762−2.5% | Reduced |
| Legal & General Group Plc | 72,818 | $4.49M | 0.00% | +1,212+1.7% | Added |
| Rhumbline Advisers | 76,932 | $4.74M | 0.00% | +2,266+3.0% | Added |
| Arrowstreet Capital, Limited Partnership | 76,988 | $4.75M | 0.00% | +14,303+22.8% | Added |
| Citadel Advisors LLC | 84,401 | $5.20M | 0.00% | −15,041−15.1% | Reduced |
| Public Sector Pension Investment Board | 86,697 | $5.34M | 0.02% | +2,515+3.0% | Added |
| Nuveen, LLC | 87,633 | $5.40M | 0.00% | −23,582−21.2% | Reduced |
| Two Sigma Advisers, LP | 99,100 | $6.11M | 0.01% | −31,200−23.9% | Reduced |
| Raymond James Financial Inc | 101,381 | $6.25M | 0.00% | −14,911−12.8% | Reduced |
| Global Value Investment Corp. | 106,610 | $6.57M | 9.50% | −805−0.7% | Reduced |
| Public Employees Retirement System of Ohio | 107,294 | $6.61M | 0.02% | +35,118+48.7% | Added |