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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 18,026 | $1.11M | 0.01% | +18,026 | New |
| Pathstone Holdings, LLC | 17,913 | $1.10M | 0.00% | +161+0.9% | Added |
| James Investment Research Inc | 17,362 | $1.07M | 0.13% | 00.0% | Unchanged |
| MetLife Investment Management | 16,231 | $1.00M | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 15,932 | $982.2K | 0.01% | −10,358−39.4% | Reduced |
| Ancora Advisors, LLC | 15,837 | $976.4K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 15,559 | $959.2K | 0.00% | −1,943−11.1% | Reduced |
| Gamco Investors, Inc. Et Al | 15,320 | $944.5K | 0.01% | −35−0.2% | Reduced |
| State of Alaska, Department of Revenue | 15,173 | $934.0K | 0.01% | +462+3.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 14,591 | $899.5K | 0.00% | −2,092−12.5% | Reduced |
| Manufacturers Life Insurance Company, The | 13,503 | $832.5K | 0.00% | −499−3.6% | Reduced |
| State of Wisconsin Investment Board | 13,486 | $831.4K | 0.00% | +4,916+57.4% | Added |
| Illinois Municipal Retirement Fund | 13,403 | $826.3K | 0.01% | −1,756−11.6% | Reduced |
| Royal Bank of Canada | 12,714 | $783.0K | 0.00% | +9,809+337.7% | Added |
| Louisiana State Employees Retirement System | 11,900 | $733.6K | 0.01% | −600−4.8% | Reduced |
| Stifel Financial Corp | 11,536 | $711.2K | 0.00% | −647−5.3% | Reduced |
| MML Investors Services, LLC | 10,758 | $663.0K | 0.00% | +1,226+12.9% | Added |
| Ritholtz Wealth Management | 10,531 | $649.2K | 0.01% | −2,885−21.5% | Reduced |
| Ensign Peak Advisors, Inc | 10,303 | $635.2K | 0.00% | −3,000−22.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 9,943 | $632.4K | 0.02% | +200+2.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,947 | $613.2K | 0.00% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 9,655 | $595.2K | 0.11% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 9,487 | $584.9K | 0.01% | −368−3.7% | Reduced |
| Lazard Asset Management LLC | 9,037 | $557.0K | 0.00% | −778−7.9% | Reduced |
| Burney Co | 8,953 | $552.0K | 0.02% | −13,893−60.8% | Reduced |
| Liontrust Investment Partners LLP | 8,906 | $549.1K | 0.01% | −5,860−39.7% | Reduced |
| Franklin Resources Inc | 8,773 | $540.9K | 0.00% | +8,773 | New |
| First Citizens Bank & Trust Co | 8,705 | $536.7K | 0.01% | +8,705 | New |
| Envestnet Portfolio Solutions, Inc. | 8,453 | $521.1K | 0.00% | +8,453 | New |
| State of Tennessee, Treasury Department | 8,404 | $518.1K | 0.00% | +2,229+36.1% | Added |
| STRS Ohio | 8,000 | $493.2K | 0.00% | +600+8.1% | Added |
| Brevan Howard Capital Management LP | 7,997 | $493.0K | 0.01% | +7,997 | New |
| Arizona State Retirement System | 7,910 | $487.7K | 0.00% | +46+0.6% | Added |
| Teachers Retirement System of the State of Kentucky | 7,766 | $479.0K | 0.00% | −549−6.6% | Reduced |
| Bokf, NA | 7,665 | $472.5K | 0.01% | −2,556−25.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,515 | $463.3K | 0.00% | +7,515 | New |
| Maryland State Retirement & Pension System | 7,473 | $460.7K | 0.01% | −272−3.5% | Reduced |
| Amalgamated Bank | 7,332 | $452.0K | 0.00% | −301−3.9% | Reduced |
| Level Four Advisory Services, LLC | 7,270 | $448.2K | 0.02% | −560−7.2% | Reduced |
| State Board of Administration of Florida Retirement System | 7,079 | $436.4K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 7,008 | $432.0K | 0.00% | +7,008 | New |
| FMR LLC | 6,624 | $408.3K | 0.00% | +2,987+82.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,528 | $402.5K | 0.00% | +175+2.8% | Added |
| CWM Advisors, LLC | 6,310 | $389.0K | 0.04% | −1,557−19.8% | Reduced |
| Mackenzie Financial Corp | 6,158 | $379.6K | 0.00% | +6,158 | New |
| Truist Financial Corp | 6,096 | $375.8K | 0.00% | −2,634−30.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,979 | $368.6K | 0.00% | +128+2.2% | Added |
| Advisor Group Holdings, Inc. | 6,296 | $366.8K | 0.00% | +252+4.2% | Added |
| ProShare Advisors LLC | 5,920 | $365.0K | 0.00% | −661−10.0% | Reduced |
| Oregon Public Employees Retirement Fund | 5,841 | $360.1K | 0.01% | −200−3.3% | Reduced |
| Numerai GP LLC | 5,633 | $347.3K | 0.05% | −3,552−38.7% | Reduced |
| Quantinno Capital Management LP | 5,534 | $341.2K | 0.00% | +5,534 | New |
| Mariner, LLC | 5,485 | $338.1K | 0.00% | −1,343−19.7% | Reduced |
| KLP Kapitalforvaltning AS | 5,400 | $332.9K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 4,544 | $280.1K | 0.00% | +4,544 | New |
| RSM US Wealth Management LLC | 4,537 | $279.7K | 0.00% | +4,537 | New |
| DGS Capital Management, LLC | 4,512 | $278.2K | 0.06% | +4,512 | New |
| Crescent Grove Advisors, LLC | 4,501 | $277.5K | 0.03% | +4,501 | New |
| Amundi | 4,394 | $274.8K | 0.00% | −6,503−59.7% | Reduced |
| Versor Investments LP | 4,300 | $265.1K | 0.05% | +4,300 | New |
| Lido Advisors, LLC | 4,245 | $261.7K | 0.00% | +4,245 | New |
| Shell Asset Management Co | 4,223 | $260.0K | 0.01% | −896−17.5% | Reduced |
| Glenmede Investment Management, LP | 4,198 | $258.8K | 0.00% | +4,198 | New |
| Teacher Retirement System of Texas | 4,120 | $254.0K | 0.00% | +4,120 | New |
| Exchange Traded Concepts, LLC | 4,055 | $250.0K | 0.00% | −1,574−28.0% | Reduced |
| Pictet Asset Management Holding SA | 3,985 | $245.7K | 0.00% | +3,985 | New |
| State of Wyoming | 3,533 | $217.8K | 0.03% | −1,299−26.9% | Reduced |
| HSBC Holdings PLC | 3,480 | $214.4K | 0.00% | +3,480 | New |
| Tower Research Capital LLC (TRC) | 3,458 | $213.2K | 0.01% | +1,955+130.1% | Added |
| CIBC World Markets Corp | 3,280 | $202.2K | 0.00% | −2,948−47.3% | Reduced |
| Mutual of America Capital Management LLC | 3,266 | $201.3K | 0.00% | +3,266 | New |
| BNP Paribas Arbitrage, SA | 2,973 | $183.3K | 0.00% | +1,160+64.0% | Added |
| Arlington Trust Co LLC | 2,775 | $171.1K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,615 | $161.2K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,168 | $133.7K | 0.00% | +370+20.6% | Added |
| Huntington National Bank | 1,584 | $97.7K | 0.00% | +517+48.5% | Added |
| Principal Securities, Inc. | 1,472 | $90.7K | 0.00% | +457+45.0% | Added |
| North Star Investment Management Corp. | 1,358 | $83.7K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,185 | $73.1K | 0.01% | +442+59.5% | Added |
| Smartleaf Asset Management LLC | 1,084 | $66.7K | 0.01% | −16−1.5% | Reduced |
| KBC Group NV | 969 | $60.0K | 0.00% | −581−37.5% | Reduced |
| CWM, LLC | 690 | $43.0K | 0.00% | +241+53.7% | Added |
| Salem Investment Counselors Inc | 603 | $37.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 583 | $35.9K | 0.00% | +29+5.2% | Added |
| TD Private Client Wealth LLC | 531 | $32.7K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 507 | $31.3K | 0.02% | +465+1,107.1% | Added |
| CIBC Private Wealth Group, LLC | 421 | $26.0K | 0.00% | −42−9.1% | Reduced |
| Nisa Investment Advisors, LLC | 388 | $23.9K | 0.00% | +179+85.6% | Added |
| Cedar Mountain Advisors, LLC | 385 | $23.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 345 | $21.3K | 0.00% | +65+23.2% | Added |
| Smithfield Trust Co | 350 | $21.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 329 | $20.3K | 0.00% | −194−37.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 314 | $19.0K | 0.00% | +314 | New |
| WealthCollab, LLC | 250 | $15.4K | 0.01% | +42+20.2% | Added |
| Geneos Wealth Management Inc. | 249 | $15.4K | 0.00% | +8+3.3% | Added |
| Sterling Capital Management LLC | 246 | $15.2K | 0.00% | +56+29.5% | Added |
| IFP Advisors, Inc | 174 | $14.7K | 0.00% | +174 | Added |
| Bessemer Group Inc | 215 | $13.0K | 0.00% | +126+141.6% | Added |
| Covestor Ltd | 205 | $12.0K | 0.01% | −3−1.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 183 | $11.3K | 0.01% | 00.0% | Unchanged |