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, Q3 2025
Institutional positions in Donnelley Financial Solutions, Inc. as of Sep 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
- +2 vs. Q2 2025
- Shares held
- 27.1M
- −399.8K (−1.5%) vs. Q2 2025
- Total value
- $1.39B
- −$305.7M (−18.0%) vs. Q2 2025
- New holders
- 31
- 90 more added
- Sold out
- 29
- 83 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Donnelley Financial Solutions, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 1 | $51 | 0.00% | −506−99.8% | Reduced |
| TFC Financial Management | 1 | $52 | 0.00% | +1 | New |
| Founders Capital Management | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $155 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 4 | $206 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5 | $257 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $257 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5 | $257 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 6 | $309 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 10 | $515 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $566 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 11 | $566 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 11 | $573 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 14 | $720 | 0.00% | +14 | New |
| Anfield Capital Management, LLC | 15 | $771 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15 | $771 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 16 | $823 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 16 | $831 | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 17 | $875 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 20 | $1.03K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 25 | $1.29K | 0.00% | +25 | New |
| Essential Partners LLC | 26 | $1.34K | 0.00% | +20+333.3% | Added |
| Farmers & Merchants Investments Inc | 28 | $1.44K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 31 | $1.59K | 0.00% | −6−16.2% | Reduced |
| JPL Wealth Management, LLC | 35 | $1.80K | 0.00% | +35 | New |
| Private Trust Co NA | 40 | $2.06K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $2.31K | 0.00% | −20−30.8% | Reduced |
| Quarry LP | 45 | $2.31K | 0.00% | +45 | New |
| Parkside Financial Bank & Trust | 55 | $2.83K | 0.00% | −10−15.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 55 | $2.83K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 53 | $3.00K | 0.00% | +33+165.0% | Added |
| Isthmus Partners, LLC | 58,414 | $3.00K | 0.00% | +3,427+6.2% | Added |
| Wealthspire Advisors, LLC | 59 | $3.04K | 0.00% | +59 | New |
| Northwestern Mutual Wealth Management Co | 61 | $3.14K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 76 | $3.91K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 76 | $3.91K | 0.00% | +1+1.3% | Added |
| Massmutual Trust Co FSB | 83 | $4.27K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 83 | $4.27K | 0.00% | +83 | New |
| Pacer Advisors, Inc. | 90 | $4.63K | 0.00% | +90 | New |
| Signaturefd, LLC | 93 | $4.78K | 0.00% | +2+2.2% | Added |
| Bell Investment Advisors, Inc | 101 | $5.20K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 114 | $5.86K | 0.00% | +21+22.6% | Added |
| Atlantic Union Bankshares Corp | 125 | $6.43K | 0.00% | +125 | New |
| Principal Securities, Inc. | 134 | $6.89K | 0.00% | −1,338−90.9% | Reduced |
| Covestor Ltd | 134 | $7.00K | 0.00% | −71−34.6% | Reduced |
| Toth Financial Advisory Corp | 140 | $7.20K | 0.00% | +140 | New |
| SBI Securities Co., Ltd. | 170 | $8.74K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 184 | $9.00K | 0.00% | −31−14.4% | Reduced |
| Simplex Trading, LLC | 188 | $9.00K | 0.00% | +173+1,153.3% | Added |
| Caldwell Sutter Capital, Inc. | 183 | $9.41K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 186 | $9.57K | 0.00% | +186 | New |
| Salomon & Ludwin, LLC | 192 | $10.2K | 0.00% | +192 | New |
| Mather Group, LLC. | 205 | $10.5K | 0.00% | +205 | New |
| IFP Advisors, Inc | 206 | $10.6K | 0.00% | +32+18.4% | Added |
| Fifth Third Bancorp | 218 | $11.2K | 0.00% | +74+51.4% | Added |
| WealthCollab, LLC | 221 | $11.4K | 0.01% | −29−11.6% | Reduced |
| Umb Bank N A | 226 | $11.6K | 0.00% | +43+23.5% | Added |
| TD Private Client Wealth LLC | 296 | $15.2K | 0.00% | −235−44.3% | Reduced |
| Farther Finance Advisors, LLC | 315 | $16.2K | 0.00% | −14−4.3% | Reduced |
| Smithfield Trust Co | 350 | $17.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 324 | $17.0K | 0.00% | +10+3.2% | Added |
| Ronald Blue Trust, Inc. | 342 | $17.6K | 0.00% | −241−41.3% | Reduced |
| Macquarie Group Ltd | 383 | $19.7K | 0.00% | +383 | New |
| Cedar Mountain Advisors, LLC | 385 | $19.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 389 | $20.0K | 0.00% | +44+12.8% | Added |
| CIBC Private Wealth Group, LLC | 430 | $22.1K | 0.00% | +9+2.1% | Added |
| Nisa Investment Advisors, LLC | 496 | $25.5K | 0.00% | +108+27.8% | Added |
| Sterling Capital Management LLC | 559 | $28.7K | 0.00% | +313+127.2% | Added |
| Salem Investment Counselors Inc | 603 | $31.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 645 | $33.2K | 0.00% | −1,523−70.2% | Reduced |
| CWM, LLC | 749 | $39.0K | 0.00% | +59+8.6% | Added |
| KBC Group NV | 969 | $50.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,003 | $51.6K | 0.00% | +1,003 | New |
| Wealth Enhancement Advisory Services, LLC | 968 | $52.0K | 0.00% | +968 | New |
| Smartleaf Asset Management LLC | 1,101 | $56.6K | 0.00% | +17+1.6% | Added |
| North Star Investment Management Corp. | 1,358 | $69.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,476 | $75.9K | 0.00% | −1,982−57.3% | Reduced |
| Versant Capital Management, Inc | 1,528 | $78.6K | 0.01% | +343+28.9% | Added |
| Shell Asset Management Co | 1,635 | $84.0K | 0.01% | −2,588−61.3% | Reduced |
| Huntington National Bank | 1,653 | $85.0K | 0.00% | +69+4.4% | Added |
| LSV Asset Management | 1,700 | $87.0K | 0.00% | +1,700 | New |
| Advisor Group Holdings, Inc. | 1,799 | $92.7K | 0.00% | −4,497−71.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,224 | $114.4K | 0.00% | −391−15.0% | Reduced |
| Arlington Trust Co LLC | 2,775 | $142.7K | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 3,105 | $160.0K | 0.00% | +3,105 | New |
| CAPROCK Group, Inc. | 3,535 | $200.7K | 0.00% | +3,535 | New |
| Maryland State Retirement & Pension System | 3,953 | $203.3K | 0.00% | −3,520−47.1% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 3,970 | $204.2K | 0.06% | −230,393−98.3% | Reduced |
| Pictet Asset Management Holding SA | 3,985 | $204.9K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 4,060 | $208.8K | 0.00% | −1,425−26.0% | Reduced |
| Clearstead Advisors, LLC | 4,300 | $221.1K | 0.00% | +4,300 | New |
| Glenmede Investment Management, LP | 4,410 | $226.8K | 0.00% | +212+5.1% | Added |
| Bridgefront Capital, LLC | 4,416 | $227.1K | 0.07% | +4,416 | New |
| Ensign Peak Advisors, Inc | 4,453 | $229.0K | 0.00% | −5,850−56.8% | Reduced |
| Crescent Grove Advisors, LLC | 4,501 | $231.5K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,626 | $237.9K | 0.00% | +381+9.0% | Added |
| RSM US Wealth Management LLC | 4,644 | $238.8K | 0.00% | +107+2.4% | Added |
| DGS Capital Management, LLC | 4,692 | $241.3K | 0.04% | +180+4.0% | Added |
| Nomura Holdings Inc | 4,733 | $243.4K | 0.00% | +189+4.2% | Added |
| Amundi | 4,504 | $244.6K | 0.00% | +110+2.5% | Added |