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, Q1 2026
Institutional positions in Donnelley Financial Solutions, Inc. as of Mar 31, 2026. 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
- +13 vs. Q4 2025
- Shares held
- 24.3M
- +973.5K (+4.2%) vs. Q4 2025
- Total value
- $1.15B
- +$54.5M (+5.0%) vs. Q4 2025
- New holders
- 35
- 90 more added
- Sold out
- 22
- 81 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Donnelley Financial Solutions, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 1 | $47 | 0.00% | −27−96.4% | Reduced |
| Hughes Financial Services, LLC | 1 | $47 | 0.00% | +1 | New |
| Larson Financial Group LLC | 2 | $94 | 0.00% | −22−91.7% | Reduced |
| Abound Wealth Management | 3 | $142 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 3 | $142 | 0.00% | +2+200.0% | Added |
| Federation des caisses Desjardins du Quebec | 5 | $235 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5 | $236 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $236 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 6 | $283 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 10 | $471 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 14 | $660 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 16 | $732 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17 | $801 | 0.00% | −193−91.9% | Reduced |
| Basecamp Wealth Advisors LLC | 22 | $1.04K | 0.00% | +22 | New |
| SJS Investment Consulting Inc. | 22 | $1.04K | 0.00% | +5+29.4% | Added |
| Zions Bancorporation, National Association | 24 | $1.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $1.32K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 35 | $1.65K | 0.00% | +35 | New |
| Torren Management, LLC | 37 | $1.74K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 40 | $1.89K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 41 | $1.93K | 0.00% | +41 | New |
| Legacy Wealth Managment, LLC | 42 | $1.98K | 0.00% | −17−28.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 55 | $2.59K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 58 | $2.73K | 0.00% | +58 | New |
| Northwestern Mutual Wealth Management Co | 61 | $2.88K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 65 | $3.06K | 0.00% | +40+160.0% | Added |
| Cullen/Frost Bankers, Inc. | 67 | $3.16K | 0.00% | +67 | New |
| Twin Peaks Wealth Advisors, LLC | 72 | $3.39K | 0.00% | +72 | New |
| Massmutual Trust Co FSB | 76 | $3.58K | 0.00% | −7−8.4% | Reduced |
| Boyd Watterson Asset Management LLC | 76 | $3.58K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 94 | $4.43K | 0.00% | +49+108.9% | Added |
| Parkside Financial Bank & Trust | 99 | $4.67K | 0.00% | +19+23.8% | Added |
| Advisory Services Network, LLC | 99 | $4.67K | 0.00% | +99 | New |
| SRS Capital Advisors, Inc. | 105 | $4.95K | 0.00% | +21+25.0% | Added |
| EverSource Wealth Advisors, LLC | 118 | $5.56K | 0.00% | +95+413.0% | Added |
| Essential Partners LLC | 121 | $5.70K | 0.00% | +115+1,916.7% | Added |
| Atlantic Union Bankshares Corp | 125 | $5.89K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 143 | $6.00K | 0.00% | −59−29.2% | Reduced |
| Covestor Ltd | 138 | $6.00K | 0.00% | +5+3.8% | Added |
| Toth Financial Advisory Corp | 140 | $6.60K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 159 | $7.00K | 0.00% | +59+59.0% | Added |
| Los Angeles Capital Management LLC | 159 | $7.50K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 162 | $7.64K | 0.00% | +74+84.1% | Added |
| SBI Securities Co., Ltd. | 172 | $8.11K | 0.00% | +2+1.2% | Added |
| Caldwell Sutter Capital, Inc. | 183 | $8.63K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 205 | $9.66K | 0.00% | +205 | New |
| Farther Finance Advisors, LLC | 212 | $9.77K | 0.00% | +67+46.2% | Added |
| WealthCollab, LLC | 221 | $10.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 222 | $10.5K | 0.00% | +38+20.7% | Added |
| Umb Bank N A | 238 | $11.2K | 0.00% | +4+1.7% | Added |
| GAMMA Investing LLC | 252 | $11.9K | 0.00% | −13−4.9% | Reduced |
| Salomon & Ludwin, LLC | 301 | $14.4K | 0.00% | +121+67.2% | Added |
| Sound Income Strategies, LLC | 332 | $15.3K | 0.00% | +147+79.5% | Added |
| McMillan Office, Inc. | 325 | $15.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 350 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 355 | $16.7K | 0.00% | −184−34.1% | Reduced |
| Allworth Financial LP | 355 | $16.7K | 0.00% | +263+285.9% | Added |
| Cedar Mountain Advisors, LLC | 385 | $18.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 420 | $19.8K | 0.00% | −84−16.7% | Reduced |
| Nisa Investment Advisors, LLC | 530 | $25.0K | 0.00% | +102+23.8% | Added |
| Salem Investment Counselors Inc | 603 | $28.4K | 0.00% | +603 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 616 | $29.0K | 0.00% | +144+30.5% | Added |
| Ronald Blue Trust, Inc. | 643 | $30.3K | 0.00% | +336+109.4% | Added |
| Smartleaf Asset Management LLC | 656 | $30.5K | 0.00% | −467−41.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 722 | $34.0K | 0.01% | +22+3.1% | Added |
| TD Private Client Wealth LLC | 753 | $35.5K | 0.00% | +457+154.4% | Added |
| KBC Group NV | 969 | $46.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 988 | $46.6K | 0.00% | −212−17.7% | Reduced |
| Quadrant Capital Group LLC | 988 | $46.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,047 | $49.4K | 0.01% | +245+30.5% | Added |
| Hantz Financial Services, Inc. | 1,229 | $58.0K | 0.00% | +1,126+1,093.2% | Added |
| Huntington National Bank | 1,278 | $60.2K | 0.00% | −103−7.5% | Reduced |
| Acadian Asset Management LLC | 1,358 | $64.0K | 0.00% | +1,358 | New |
| North Star Investment Management Corp. | 1,358 | $64.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,483 | $69.9K | 0.00% | −10,229−87.3% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 1,500 | $70.7K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,703 | $80.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,082 | $98.1K | 0.00% | +1,616+346.8% | Added |
| Ameritas Investment Partners, Inc. | 2,224 | $104.8K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 12,596 | $127.1K | 0.00% | +10,490+498.1% | Added |
| CWM, LLC | 3,289 | $155.0K | 0.00% | +2,581+364.5% | Added |
| LSV Asset Management | 3,700 | $174.0K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 4,340 | $204.6K | 0.00% | −39−0.9% | Reduced |
| Amundi | 4,442 | $209.4K | 0.00% | +4,442 | New |
| Crescent Grove Advisors, LLC | 4,501 | $212.2K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,538 | $213.9K | 0.00% | −27,648−85.9% | Reduced |
| Citigroup Inc | 4,629 | $218.2K | 0.00% | −4,281−48.0% | Reduced |
| Voya Investment Management LLC | 4,641 | $218.8K | 0.00% | −112−2.4% | Reduced |
| Aquatic Capital Management LLC | 4,724 | $222.7K | 0.01% | +4,724 | New |
| Barclays PLC | 4,754 | $224.1K | 0.00% | −35,104−88.1% | Reduced |
| Royal Bank of Canada | 4,744 | $225.0K | 0.00% | −3,048−39.1% | Reduced |
| LPL Financial LLC | 4,775 | $225.1K | 0.00% | +4,775 | New |
| Skopos Labs, Inc. | 4,780 | $225.3K | 0.01% | +4,780 | New |
| Exchange Traded Concepts, LLC | 4,938 | $232.8K | 0.00% | −567−10.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,002 | $235.8K | 0.01% | −11,496−69.7% | Reduced |
| Cerity Partners LLC | 5,403 | $254.7K | 0.00% | +5,403 | New |
| BNP Paribas Arbitrage, SA | 5,520 | $260.2K | 0.00% | −43−0.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 5,638 | $265.8K | 0.00% | +5,638 | New |
| KLP Kapitalforvaltning AS | 5,900 | $278.1K | 0.00% | +500+9.3% | Added |
| Oregon Public Employees Retirement Fund | 6,091 | $287.1K | 0.00% | 00.0% | Unchanged |