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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 14,605 | $681.9K | 0.00% | −1,512−9.4% | Reduced |
| State of Tennessee, Treasury Department | 12,340 | $638.6K | 0.00% | +6,165+99.8% | Added |
| FMR LLC | 13,374 | $624.4K | 0.00% | −1,440−9.7% | Reduced |
| Janus Henderson Group PLC | 12,777 | $596.2K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 12,200 | $569.6K | 0.01% | −400−3.2% | Reduced |
| Intech Investment Management LLC | 11,866 | $554.0K | 0.00% | −2,160−15.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 11,828 | $552.2K | 0.00% | −541−4.4% | Reduced |
| Pathstone Holdings, LLC | 11,737 | $548.0K | 0.00% | −7,458−38.9% | Reduced |
| Rockefeller Capital Management L.P. | 11,712 | $546.8K | 0.00% | −273,606−95.9% | Reduced |
| Manufacturers Life Insurance Company, The | 11,712 | $546.8K | 0.00% | −1,135−8.8% | Reduced |
| Martingale Asset Management L P | 11,617 | $542.4K | 0.01% | −14,902−56.2% | Reduced |
| STRS Ohio | 11,000 | $513.6K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 10,300 | $480.9K | 0.01% | −210−2.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 9,817 | $468.1K | 0.01% | −184−1.8% | Reduced |
| CWM Advisors, LLC | 10,017 | $467.7K | 0.04% | +1,171+13.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,947 | $464.4K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LLP | 9,702 | $453.0K | 0.01% | +9,702 | New |
| SEI Investments Co | 9,234 | $431.0K | 0.00% | −446−4.6% | Reduced |
| Citigroup Inc | 8,910 | $416.0K | 0.00% | −2,121−19.2% | Reduced |
| Quest Partners LLC | 8,718 | $407.0K | 0.02% | +3,228+58.8% | Added |
| Evolve Private Wealth, LLC | 8,688 | $405.6K | 0.02% | +8,688 | New |
| Freestone Grove Partners LP | 8,556 | $399.5K | 0.00% | −7,550−46.9% | Reduced |
| Liontrust Investment Partners LLP | 8,255 | $385.4K | 0.01% | −651−7.3% | Reduced |
| First Citizens Bank & Trust Co | 8,120 | $379.1K | 0.01% | +220+2.8% | Added |
| Yousif Capital Management, LLC | 7,135 | $379.0K | 0.00% | −1,265−15.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,825 | $365.3K | 0.00% | +232+3.1% | Added |
| Royal Bank of Canada | 7,792 | $364.0K | 0.00% | −35,312−81.9% | Reduced |
| Amalgamated Bank | 7,682 | $359.0K | 0.00% | −310−3.9% | Reduced |
| Assenagon Asset Management S.A. | 7,558 | $352.9K | 0.00% | +662+9.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 7,362 | $343.7K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 7,310 | $341.3K | 0.00% | −460−5.9% | Reduced |
| Envestnet Asset Management Inc | 7,263 | $339.1K | 0.00% | −94,239−92.8% | Reduced |
| Ancora Advisors, LLC | 7,093 | $331.2K | 0.01% | −8,466−54.4% | Reduced |
| State Board of Administration of Florida Retirement System | 7,079 | $330.5K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 6,805 | $317.0K | 0.00% | −424−5.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,570 | $306.8K | 0.00% | −432−6.2% | Reduced |
| Canada Pension Plan Investment Board | 6,300 | $294.1K | 0.00% | +6,300 | New |
| Oregon Public Employees Retirement Fund | 6,091 | $284.4K | 0.00% | −102−1.6% | Reduced |
| Twinbeech Capital LP | 6,000 | $280.1K | 0.02% | +6,000 | New |
| Voloridge Investment Management, LLC | 5,929 | $276.8K | 0.00% | +5,929 | New |
| Bokf, NA | 5,882 | $274.6K | 0.00% | −1,808−23.5% | Reduced |
| Virginia Retirement Systems Et Al | 5,800 | $270.8K | 0.00% | +5,800 | New |
| BNP Paribas Arbitrage, SA | 5,563 | $259.7K | 0.00% | −926−14.3% | Reduced |
| Exchange Traded Concepts, LLC | 5,505 | $257.0K | 0.00% | +312+6.0% | Added |
| KLP Kapitalforvaltning AS | 5,400 | $252.1K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,857 | $243.6K | 0.00% | +231+5.0% | Added |
| ProShare Advisors LLC | 4,982 | $232.6K | 0.00% | −49−1.0% | Reduced |
| Mackenzie Financial Corp | 4,878 | $230.4K | 0.00% | −5,405−52.6% | Reduced |
| Algert Global LLC | 4,850 | $226.4K | 0.00% | +4,850 | New |
| Voya Investment Management LLC | 4,753 | $221.9K | 0.00% | −178−3.6% | Reduced |
| Crescent Grove Advisors, LLC | 4,501 | $210.2K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 4,379 | $207.2K | 0.00% | −265−5.7% | Reduced |
| Swiss Life Asset Management Ltd | 4,318 | $201.6K | 0.00% | +4,318 | New |
| Natixis | 3,900 | $182.1K | 0.00% | +3,900 | New |
| LSV Asset Management | 3,700 | $173.0K | 0.00% | +2,000+117.6% | Added |
| Vestcor Inc | 3,105 | $145.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 2,106 | $129.6K | 0.00% | +1,138+117.6% | Added |
| Ameritas Investment Partners, Inc. | 2,224 | $103.8K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,703 | $79.5K | 0.00% | −2,750−61.8% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 1,500 | $70.0K | 0.00% | +1,500 | New |
| Huntington National Bank | 1,381 | $64.5K | 0.00% | −272−16.5% | Reduced |
| North Star Investment Management Corp. | 1,358 | $63.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,335 | $62.3K | 0.01% | −5,978−81.7% | Reduced |
| Versant Capital Management, Inc | 1,200 | $56.0K | 0.01% | −328−21.5% | Reduced |
| Smartleaf Asset Management LLC | 1,123 | $53.1K | 0.00% | +22+2.0% | Added |
| Quadrant Capital Group LLC | 988 | $46.1K | 0.00% | −15−1.5% | Reduced |
| KBC Group NV | 969 | $45.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 802 | $37.4K | 0.00% | +802 | New |
| CWM, LLC | 708 | $33.0K | 0.00% | −41−5.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 700 | $32.7K | 0.00% | +700 | New |
| Sterling Capital Management LLC | 539 | $25.2K | 0.00% | −20−3.6% | Reduced |
| US Bancorp | 504 | $23.5K | 0.00% | −141−21.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 472 | $22.0K | 0.00% | +148+45.7% | Added |
| Tower Research Capital LLC (TRC) | 466 | $21.8K | 0.00% | −1,010−68.4% | Reduced |
| Nisa Investment Advisors, LLC | 428 | $20.0K | 0.00% | −68−13.7% | Reduced |
| Cedar Mountain Advisors, LLC | 385 | $18.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 350 | $16.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 337 | $15.7K | 0.00% | −93−21.6% | Reduced |
| McMillan Office, Inc. | 325 | $15.2K | 0.00% | +325 | New |
| Ronald Blue Trust, Inc. | 307 | $14.3K | 0.00% | −35−10.2% | Reduced |
| TD Private Client Wealth LLC | 296 | $13.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 265 | $12.4K | 0.00% | −124−31.9% | Reduced |
| Umb Bank N A | 234 | $10.9K | 0.00% | +8+3.5% | Added |
| WealthCollab, LLC | 221 | $10.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 185 | $10.2K | 0.00% | +185 | New |
| IFP Advisors, Inc | 210 | $9.80K | 0.00% | +4+1.9% | Added |
| Bessemer Group Inc | 202 | $9.00K | 0.00% | +18+9.8% | Added |
| Advisor Group Holdings, Inc. | 184 | $8.59K | 0.00% | −1,615−89.8% | Reduced |
| Salomon & Ludwin, LLC | 180 | $8.58K | 0.00% | −12−6.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 183 | $8.54K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 170 | $7.94K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 156 | $7.28K | 0.00% | −62−28.4% | Reduced |
| Los Angeles Capital Management LLC | 159 | $7.26K | 0.00% | +159 | New |
| Farther Finance Advisors, LLC | 145 | $6.77K | 0.00% | −170−54.0% | Reduced |
| Toth Financial Advisory Corp | 140 | $6.54K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 133 | $6.00K | 0.00% | −1−0.7% | Reduced |
| Atlantic Union Bankshares Corp | 125 | $5.84K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 103 | $5.00K | 0.00% | +50+94.3% | Added |
| Bell Investment Advisors, Inc | 101 | $4.72K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 100 | $4.67K | 0.00% | +10+11.1% | Added |