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 |
|---|---|---|---|---|---|
| Umb Bank N A | 183 | $11.3K | 0.00% | +153+510.0% | Added |
| SBI Securities Co., Ltd. | 170 | $10.5K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 145 | $8.94K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 144 | $8.88K | 0.00% | −157−52.2% | Reduced |
| Quest Partners LLC | 138 | $8.51K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 110 | $6.78K | 0.00% | +110 | New |
| Bell Investment Advisors, Inc | 101 | $6.23K | 0.00% | +101 | New |
| Skopos Labs, Inc. | 99 | $6.10K | 0.00% | −79−44.4% | Reduced |
| Allworth Financial LP | 93 | $5.73K | 0.00% | −22−19.1% | Reduced |
| Signaturefd, LLC | 91 | $5.61K | 0.00% | +70+333.3% | Added |
| Massmutual Trust Co FSB | 83 | $5.12K | 0.00% | +10+13.7% | Added |
| Boyd Watterson Asset Management LLC | 76 | $4.68K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 75 | $4.62K | 0.00% | +75 | New |
| Aster Capital Management (DIFC) Ltd | 71 | $4.38K | 0.00% | +71 | New |
| Parkside Financial Bank & Trust | 65 | $4.01K | 0.00% | +22+51.2% | Added |
| Rothschild Investment LLC | 65 | $4.01K | 0.00% | +55+550.0% | Added |
| Northwestern Mutual Wealth Management Co | 61 | $3.76K | 0.00% | −127−67.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 55 | $3.39K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 40 | $2.47K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 37 | $2.28K | 0.00% | +37 | New |
| Farmers & Merchants Investments Inc | 28 | $1.73K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 20 | $1.23K | 0.00% | +20 | New |
| UMA Financial Services, Inc. | 18 | $1.11K | 0.00% | −4−18.2% | Reduced |
| SJS Investment Consulting Inc. | 17 | $1.05K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Jones Financial Companies LLLP | 16 | $984 | 0.00% | +16 | New |
| Anfield Capital Management, LLC | 15 | $925 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15 | $925 | 0.00% | +15 | New |
| TD Waterhouse Canada Inc. | 11 | $679 | 0.00% | −14−56.0% | Reduced |
| True Wealth Design, LLC | 11 | $679 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 11 | $678 | 0.00% | −7−38.9% | Reduced |
| Binnacle Investments Inc | 11 | $678 | 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 |
| Dogwood Wealth Management LLC | 6 | $386 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 6 | $370 | 0.00% | +6 | New |
| Garde Capital, Inc. | 5 | $309 | 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 |
| Trust Co of Vermont | 4 | $247 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $185 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 2 | $123 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1 | $56 | 0.00% | +1 | New |
| Simplex Trading, LLC | 15 | $0 | 0.00% | −37−71.2% | Reduced |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −225,687−100.0% | Sold out |
| Burgundy Asset Management Ltd. | 0 | $0 | 0.00% | −189,978−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −108,265−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −22,333−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −19,619−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −16,126−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,258−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −14,608−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −13,200−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −13,007−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −12,919−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −10,046−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,581−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,708−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −4,657−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2,484−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −1,933−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,585−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −1,116−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −995−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |