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 |
|---|---|---|---|---|---|
| Nuveen, LLC | 85,745 | $4.41M | 0.00% | −1,888−2.2% | Reduced |
| Jane Street Group, LLC | 88,607 | $4.56M | 0.01% | +70,398+386.6% | Added |
| Envestnet Asset Management Inc | 101,502 | $5.22M | 0.00% | −60,496−37.3% | Reduced |
| Global Value Investment Corp. | 106,060 | $5.45M | 8.87% | −550−0.5% | Reduced |
| Public Sector Pension Investment Board | 107,288 | $5.52M | 0.02% | +20,591+23.8% | Added |
| Two Sigma Advisers, LP | 112,400 | $5.78M | 0.01% | +13,300+13.4% | Added |
| D. E. Shaw & Co., Inc. | 112,443 | $5.78M | 0.00% | −17,275−13.3% | Reduced |
| Public Employees Retirement System of Ohio | 122,941 | $6.32M | 0.02% | +15,647+14.6% | Added |
| Principal Financial Group Inc | 132,838 | $6.83M | 0.00% | +6,623+5.2% | Added |
| Goldman Sachs Group Inc | 137,480 | $7.07M | 0.00% | +19,194+16.2% | Added |
| Marathon Asset Mgmt Ltd | 149,412 | $7.68M | 0.28% | −53,412−26.3% | Reduced |
| Two Sigma Investments, LP | 153,846 | $7.91M | 0.01% | +107,924+235.0% | Added |
| Bank of New York Mellon Corp | 164,857 | $8.48M | 0.00% | −6,200−3.6% | Reduced |
| Bank of America Corp | 171,378 | $8.81M | 0.00% | +17,030+11.0% | Added |
| Access Investment Management LLC | 219,645 | $11.3M | 3.04% | +375+0.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 233,348 | $12.0M | 0.04% | −155,069−39.9% | Reduced |
| Winmill & Co. Inc | 243,000 | $12.5M | 3.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 245,674 | $12.6M | 0.05% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 271,671 | $14.0M | 0.02% | +91,244+50.6% | Added |
| Rockefeller Capital Management L.P. | 285,318 | $14.7M | 0.03% | −38,153−11.8% | Reduced |
| Standard Life Aberdeen plc | 330,195 | $17.0M | 0.03% | −130,139−28.3% | Reduced |
| Alberta Investment Management Corp | 350,000 | $18.0M | 0.13% | +150,000+75.0% | Added |
| JPMorgan Chase & Co | 358,300 | $18.4M | 0.00% | −8,604−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 391,893 | $20.2M | 0.00% | +23,668+6.4% | Added |
| Price T Rowe Associates Inc | 393,680 | $20.2M | 0.00% | −207,435−34.5% | Reduced |
| Invesco Ltd. | 404,342 | $20.8M | 0.00% | −95,758−19.1% | Reduced |
| Royce & Associates LP | 434,077 | $22.3M | 0.22% | +264,659+156.2% | Added |
| William Blair Investment Management, LLC | 477,865 | $24.6M | 0.06% | +67,092+16.3% | Added |
| Northern Trust Corp | 493,615 | $25.4M | 0.00% | −19,420−3.8% | Reduced |
| Ophir Asset Management Pty Ltd | 532,816 | $27.4M | 3.38% | +241,878+83.1% | Added |
| Alliancebernstein L.P. | 539,647 | $27.8M | 0.01% | −53,006−8.9% | Reduced |
| Frontier Capital Management Co LLC | 577,355 | $29.7M | 0.27% | +22,527+4.1% | Added |
| Geode Capital Management, LLC | 630,408 | $32.4M | 0.00% | +21,540+3.5% | Added |
| Dimensional Fund Advisors LP | 699,903 | $36.0M | 0.01% | −24,714−3.4% | Reduced |
| Shapiro Capital Management LLC | 711,366 | $36.6M | 1.58% | +176,720+33.1% | Added |
| Westwood Holdings Group Inc. | 725,514 | $37.3M | 0.27% | +115,575+18.9% | Added |
| Boston Trust Walden Corp | 733,921 | $37.7M | 0.28% | −12,992−1.7% | Reduced |
| Rice Hall James & Associates, LLC | 759,068 | $39.0M | 2.13% | −75,527−9.0% | Reduced |
| Mawer Investment Management Ltd. | 863,629 | $44.4M | 0.23% | −210,757−19.6% | Reduced |
| Simcoe Capital Management, LLC | 1,187,190 | $61.1M | 8.85% | +149,455+14.4% | Added |
| State Street Corp | 1,217,223 | $62.6M | 0.00% | +70,352+6.1% | Added |
| Thrivent Financial for Lutherans | 1,237,306 | $63.6M | 0.13% | +91,494+8.0% | Added |
| Morgan Stanley | 1,301,698 | $66.9M | 0.00% | +93,452+7.7% | Added |
| Vanguard Group Inc | 1,867,233 | $96.0M | 0.00% | +49,875+2.7% | Added |
| BlackRock, Inc. | 4,007,437 | $206.1M | 0.00% | +120,608+3.1% | Added |
| Neumeier Poma Investment Counsel LLC | 0 | $0 | 0.00% | −220,730−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −76,988−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −41,436−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −26,869−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −21,492−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −15,320−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −13,486−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −11,536−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −10,758−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −9,037−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −8,953−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −7,997−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −7,515−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −7,270−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −7,008−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −6,096−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −4,120−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −3,480−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −3,266−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |