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, Q4 2025
Institutional positions in Donnelley Financial Solutions, Inc. as of Dec 31, 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
- 236
- −5 vs. Q3 2025
- Shares held
- 25.2M
- −1.84M (−6.8%) vs. Q3 2025
- Total value
- $1.18B
- −$210.0M (−15.1%) vs. Q3 2025
- New holders
- 29
- 63 more added
- Sold out
- 34
- 99 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Donnelley Financial Solutions, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $47 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 1 | $47 | 0.00% | +1 | New |
| Founders Capital Management | 2 | $93 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $141 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5 | $233 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $233 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5 | $233 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 6 | $280 | 0.00% | −20−76.9% | Reduced |
| Dogwood Wealth Management LLC | 6 | $280 | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 7 | $327 | 0.00% | +7 | New |
| Aster Capital Management (DIFC) Ltd | 7 | $327 | 0.00% | +7 | New |
| Ankerstar Wealth, LLC | 10 | $467 | 0.00% | +10 | New |
| Optima Capital LLC | 12 | $560 | 0.00% | +12 | New |
| Sunbelt Securities, Inc. | 14 | $654 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 15 | $700 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15 | $700 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 16 | $747 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $794 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $1.07K | 0.00% | −8−25.8% | Reduced |
| Zions Bancorporation, National Association | 24 | $1.12K | 0.00% | +24 | New |
| Larson Financial Group LLC | 24 | $1.12K | 0.00% | +24 | New |
| Root Financial Partners, LLC | 25 | $1.17K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $1.31K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 28 | $1.31K | 0.00% | +27+2,700.0% | Added |
| Torren Management, LLC | 37 | $1.73K | 0.00% | +37 | New |
| Private Trust Co NA | 40 | $1.87K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $2.10K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 55 | $2.57K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 59 | $2.75K | 0.00% | +49+490.0% | Added |
| Northwestern Mutual Wealth Management Co | 61 | $2.85K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 76 | $3.55K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 80 | $3.74K | 0.00% | +25+45.5% | Added |
| Massmutual Trust Co FSB | 83 | $3.88K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 84 | $3.92K | 0.00% | +1+1.2% | Added |
| Signaturefd, LLC | 88 | $4.11K | 0.00% | −5−5.4% | Reduced |
| Allworth Financial LP | 92 | $4.30K | 0.00% | −22−19.3% | Reduced |
| Pacer Advisors, Inc. | 100 | $4.67K | 0.00% | +10+11.1% | Added |
| Bell Investment Advisors, Inc | 101 | $4.72K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 103 | $5.00K | 0.00% | +50+94.3% | Added |
| Atlantic Union Bankshares Corp | 125 | $5.84K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 133 | $6.00K | 0.00% | −1−0.7% | Reduced |
| Toth Financial Advisory Corp | 140 | $6.54K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 145 | $6.77K | 0.00% | −170−54.0% | Reduced |
| Los Angeles Capital Management LLC | 159 | $7.26K | 0.00% | +159 | New |
| Fifth Third Bancorp | 156 | $7.28K | 0.00% | −62−28.4% | Reduced |
| SBI Securities Co., Ltd. | 170 | $7.94K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 183 | $8.54K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 180 | $8.58K | 0.00% | −12−6.3% | Reduced |
| Advisor Group Holdings, Inc. | 184 | $8.59K | 0.00% | −1,615−89.8% | Reduced |
| Bessemer Group Inc | 202 | $9.00K | 0.00% | +18+9.8% | Added |
| IFP Advisors, Inc | 210 | $9.80K | 0.00% | +4+1.9% | Added |
| Sound Income Strategies, LLC | 185 | $10.2K | 0.00% | +185 | New |
| WealthCollab, LLC | 221 | $10.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 234 | $10.9K | 0.00% | +8+3.5% | Added |
| GAMMA Investing LLC | 265 | $12.4K | 0.00% | −124−31.9% | Reduced |
| TD Private Client Wealth LLC | 296 | $13.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 307 | $14.3K | 0.00% | −35−10.2% | Reduced |
| McMillan Office, Inc. | 325 | $15.2K | 0.00% | +325 | New |
| CIBC Private Wealth Group, LLC | 337 | $15.7K | 0.00% | −93−21.6% | Reduced |
| Smithfield Trust Co | 350 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 385 | $18.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 428 | $20.0K | 0.00% | −68−13.7% | Reduced |
| Tower Research Capital LLC (TRC) | 466 | $21.8K | 0.00% | −1,010−68.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 472 | $22.0K | 0.00% | +148+45.7% | Added |
| US Bancorp | 504 | $23.5K | 0.00% | −141−21.9% | Reduced |
| Sterling Capital Management LLC | 539 | $25.2K | 0.00% | −20−3.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 700 | $32.7K | 0.00% | +700 | New |
| CWM, LLC | 708 | $33.0K | 0.00% | −41−5.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 802 | $37.4K | 0.00% | +802 | New |
| KBC Group NV | 969 | $45.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 988 | $46.1K | 0.00% | −15−1.5% | Reduced |
| Smartleaf Asset Management LLC | 1,123 | $53.1K | 0.00% | +22+2.0% | Added |
| Versant Capital Management, Inc | 1,200 | $56.0K | 0.01% | −328−21.5% | Reduced |
| State of Wyoming | 1,335 | $62.3K | 0.01% | −5,978−81.7% | Reduced |
| North Star Investment Management Corp. | 1,358 | $63.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,381 | $64.5K | 0.00% | −272−16.5% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 1,500 | $70.0K | 0.00% | +1,500 | New |
| Ensign Peak Advisors, Inc | 1,703 | $79.5K | 0.00% | −2,750−61.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,224 | $103.8K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 2,106 | $129.6K | 0.00% | +1,138+117.6% | Added |
| Vestcor Inc | 3,105 | $145.0K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 3,700 | $173.0K | 0.00% | +2,000+117.6% | Added |
| Natixis | 3,900 | $182.1K | 0.00% | +3,900 | New |
| Swiss Life Asset Management Ltd | 4,318 | $201.6K | 0.00% | +4,318 | New |
| RSM US Wealth Management LLC | 4,379 | $207.2K | 0.00% | −265−5.7% | Reduced |
| Crescent Grove Advisors, LLC | 4,501 | $210.2K | 0.02% | 00.0% | Unchanged |
| Voya Investment Management LLC | 4,753 | $221.9K | 0.00% | −178−3.6% | Reduced |
| Algert Global LLC | 4,850 | $226.4K | 0.00% | +4,850 | New |
| Mackenzie Financial Corp | 4,878 | $230.4K | 0.00% | −5,405−52.6% | Reduced |
| ProShare Advisors LLC | 4,982 | $232.6K | 0.00% | −49−1.0% | Reduced |
| Lido Advisors, LLC | 4,857 | $243.6K | 0.00% | +231+5.0% | Added |
| KLP Kapitalforvaltning AS | 5,400 | $252.1K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 5,505 | $257.0K | 0.00% | +312+6.0% | Added |
| BNP Paribas Arbitrage, SA | 5,563 | $259.7K | 0.00% | −926−14.3% | Reduced |
| Virginia Retirement Systems Et Al | 5,800 | $270.8K | 0.00% | +5,800 | New |
| Bokf, NA | 5,882 | $274.6K | 0.00% | −1,808−23.5% | Reduced |
| Voloridge Investment Management, LLC | 5,929 | $276.8K | 0.00% | +5,929 | New |
| Twinbeech Capital LP | 6,000 | $280.1K | 0.02% | +6,000 | New |
| Oregon Public Employees Retirement Fund | 6,091 | $284.4K | 0.00% | −102−1.6% | Reduced |
| Canada Pension Plan Investment Board | 6,300 | $294.1K | 0.00% | +6,300 | New |