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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 6,135 | $289.2K | 0.00% | −6,205−50.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 6,148 | $289.8K | 0.00% | +6,148 | New |
| Lido Advisors, LLC | 6,325 | $298.2K | 0.00% | +1,468+30.2% | Added |
| Intech Investment Management LLC | 6,508 | $306.8K | 0.00% | −5,358−45.2% | Reduced |
| Squarepoint Ops LLC | 6,530 | $307.8K | 0.00% | −13,671−67.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,562 | $309.3K | 0.00% | −8−0.1% | Reduced |
| Empowered Funds, LLC | 6,696 | $315.6K | 0.00% | +6,696 | New |
| Teachers Retirement System of the State of Kentucky | 6,805 | $321.0K | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 6,896 | $325.1K | 0.00% | −662−8.8% | Reduced |
| Mercer Global Advisors Inc | 6,923 | $326.4K | 0.00% | +6,923 | New |
| Arizona State Retirement System | 6,925 | $326.4K | 0.00% | −385−5.3% | Reduced |
| Yousif Capital Management, LLC | 7,043 | $332.0K | 0.00% | −92−1.3% | Reduced |
| State Board of Administration of Florida Retirement System | 7,079 | $333.7K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 7,300 | $344.1K | 0.00% | +1,000+15.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 7,362 | $347.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 7,527 | $354.8K | 0.00% | +7,527 | New |
| Envestnet Portfolio Solutions, Inc. | 7,569 | $356.8K | 0.00% | −256−3.3% | Reduced |
| Amalgamated Bank | 7,610 | $359.0K | 0.00% | −72−0.9% | Reduced |
| First Citizens Bank & Trust Co | 7,884 | $371.7K | 0.01% | −236−2.9% | Reduced |
| Liontrust Investment Partners LLP | 7,912 | $373.0K | 0.01% | −343−4.2% | Reduced |
| Brevan Howard Capital Management LP | 8,109 | $382.3K | 0.00% | +8,109 | New |
| FMR LLC | 8,175 | $385.4K | 0.00% | −5,199−38.9% | Reduced |
| Balyasny Asset Management LLC | 8,182 | $385.7K | 0.00% | −54,752−87.0% | Reduced |
| Natixis | 8,300 | $391.3K | 0.00% | +4,400+112.8% | Added |
| SEI Investments Co | 8,781 | $413.9K | 0.00% | −453−4.9% | Reduced |
| State of Wyoming | 9,319 | $439.3K | 0.05% | +7,984+598.1% | Added |
| Evolve Private Wealth, LLC | 9,374 | $441.9K | 0.02% | +686+7.9% | Added |
| Bokf, NA | 9,741 | $459.2K | 0.01% | +3,859+65.6% | Added |
| Wells Fargo & Company | 9,770 | $460.6K | 0.00% | −19,494−66.6% | Reduced |
| Ritholtz Wealth Management | 9,953 | $469.2K | 0.01% | −347−3.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 9,937 | $474.9K | 0.01% | +120+1.2% | Added |
| Susquehanna International Group, LLP | 10,091 | $475.7K | 0.00% | +10,091 | New |
| Magnetar Financial LLC | 10,563 | $497.9K | 0.01% | +10,563 | New |
| Vanguard Global Advisers, LLC | 10,948 | $516.1K | 0.00% | +10,948 | New |
| Quadrature Capital Ltd | 11,017 | $519.3K | 0.01% | +11,017 | New |
| Manufacturers Life Insurance Company, The | 11,237 | $529.7K | 0.00% | −475−4.1% | Reduced |
| Marshall Wace, LLP | 11,400 | $537.4K | 0.00% | +11,400 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,443 | $539.4K | 0.00% | +1,496+15.0% | Added |
| Louisiana State Employees Retirement System | 11,800 | $556.3K | 0.01% | −400−3.3% | Reduced |
| Caxton Associates LLP | 11,826 | $557.5K | 0.01% | +2,124+21.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 11,970 | $564.3K | 0.00% | +142+1.2% | Added |
| American Century Companies Inc | 12,104 | $570.6K | 0.00% | −37,261−75.5% | Reduced |
| Martingale Asset Management L P | 12,217 | $575.9K | 0.01% | +600+5.2% | Added |
| Janus Henderson Group PLC | 12,777 | $602.2K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 13,244 | $624.3K | 0.01% | +13,244 | New |
| Illinois Municipal Retirement Fund | 13,762 | $648.7K | 0.01% | −2,353−14.6% | Reduced |
| MetLife Investment Management | 13,843 | $652.6K | 0.00% | −762−5.2% | Reduced |
| Raymond James Financial Inc | 14,547 | $685.7K | 0.00% | −322−2.2% | Reduced |
| Citadel Advisors LLC | 15,951 | $751.9K | 0.00% | −30,165−65.4% | Reduced |
| Virginia Retirement Systems Et Al | 16,200 | $763.7K | 0.01% | +10,400+179.3% | Added |
| Vanguard Asset Management, Ltd | 16,758 | $790.0K | 0.00% | +16,758 | New |
| O'Shaughnessy Asset Management, LLC | 16,915 | $797.4K | 0.00% | −378−2.2% | Reduced |
| Envestnet Asset Management Inc | 17,021 | $802.4K | 0.00% | +9,758+134.4% | Added |
| James Investment Research Inc | 17,362 | $818.4K | 0.09% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 17,678 | $833.3K | 0.00% | +5,941+50.6% | Added |
| Numerai GP LLC | 17,950 | $846.2K | 0.08% | −8,675−32.6% | Reduced |
| Legato Capital Management LLC | 18,310 | $863.1K | 0.08% | −8,475−31.6% | Reduced |
| Bank of Montreal | 20,709 | $976.2K | 0.00% | +113+0.5% | Added |
| Victory Capital Management Inc | 20,978 | $988.9K | 0.00% | +279+1.3% | Added |
| ExodusPoint Capital Management, LP | 21,022 | $991.0K | 0.01% | +4,054+23.9% | Added |
| Fifth Third Bancorp | 21,738 | $1.02M | 0.00% | +21,582+13,834.6% | Added |
| State of Alaska, Department of Revenue | 21,876 | $1.03M | 0.01% | −308−1.4% | Reduced |
| Great West Life Assurance Co | 22,151 | $1.04M | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 22,982 | $1.08M | 0.00% | −11,950−34.2% | Reduced |
| Nomura Holdings Inc | 23,574 | $1.11M | 0.01% | +23,574 | New |
| Quantinno Capital Management LP | 23,986 | $1.13M | 0.00% | +2,507+11.7% | Added |
| New York State Common Retirement Fund | 25,900 | $1.22M | 0.00% | +3,583+16.1% | Added |
| Gotham Asset Management, LLC | 26,101 | $1.23M | 0.00% | +6,545+33.5% | Added |
| Wedge Capital Management L L P | 26,159 | $1.23M | 0.02% | −1,688−6.1% | Reduced |
| Alliancebernstein L.P. | 29,408 | $1.37M | 0.00% | −455,748−93.9% | Reduced |
| SG Americas Securities, LLC | 31,532 | $1.49M | 0.00% | +13,412+74.0% | Added |
| First Trust Advisors LP | 32,146 | $1.52M | 0.00% | −14,364−30.9% | Reduced |
| California State Teachers Retirement System | 35,691 | $1.68M | 0.00% | +10,352+40.9% | Added |
| Deutsche Bank AG | 36,427 | $1.72M | 0.00% | +2,336+6.9% | Added |
| Harbor Capital Advisors, Inc. | 37,504 | $1.77M | 0.14% | −12,995−25.7% | Reduced |
| Millennium Management LLC | 38,450 | $1.81M | 0.00% | −52,920−57.9% | Reduced |
| New York State Teachers Retirement System | 41,261 | $1.95M | 0.00% | −2,672−6.1% | Reduced |
| Price T Rowe Associates Inc | 42,679 | $2.01M | 0.00% | +5,850+15.9% | Added |
| Two Sigma Investments, LP | 43,594 | $2.06M | 0.00% | −13,136−23.2% | Reduced |
| Moran Wealth Management, LLC | 45,493 | $2.14M | 0.07% | +1,098+2.5% | Added |
| CWM Advisors, LLC | 46,150 | $2.18M | 0.13% | +36,133+360.7% | Added |
| Ameriprise Financial Inc | 46,678 | $2.20M | 0.00% | −1,754−3.6% | Reduced |
| Villanova Investment Management Co LLC | 48,287 | $2.28M | 2.33% | −2,338−4.6% | Reduced |
| Creative Planning | 48,647 | $2.29M | 0.00% | +22,240+84.2% | Added |
| Swiss National Bank | 49,900 | $2.35M | 0.00% | −1,700−3.3% | Reduced |
| Man Group plc | 51,994 | $2.45M | 0.01% | −7,930−13.2% | Reduced |
| Fisher Asset Management, LLC | 52,832 | $2.49M | 0.00% | +103+0.2% | Added |
| Assetmark, Inc | 53,171 | $2.51M | 0.01% | +3,024+6.0% | Added |
| Janney Montgomery Scott LLC | 56,694 | $2.67M | 0.01% | +2,936+5.5% | Added |
| Legal & General Group Plc | 61,993 | $2.92M | 0.00% | −6,220−9.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 64,995 | $2.99M | 0.01% | +3,702+6.0% | Added |
| Prudential Financial Inc | 63,680 | $3.00M | 0.00% | +2,080+3.4% | Added |
| Cresset Asset Management, LLC | 65,094 | $3.07M | 0.01% | −131−0.2% | Reduced |
| Bridge City Capital, LLC | 68,461 | $3.23M | 0.89% | +11,128+19.4% | Added |
| Globeflex Capital L P | 68,494 | $3.23M | 0.49% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 71,902 | $3.39M | 0.00% | +47,809+198.4% | Added |
| AQR Capital Management LLC | 72,900 | $3.44M | 0.00% | +46,788+179.2% | Added |
| Isthmus Partners, LLC | 72,901 | $3.44M | 0.36% | +1,808+2.5% | Added |
| Rhumbline Advisers | 74,175 | $3.50M | 0.00% | +993+1.4% | Added |
| UBS Asset Management Americas Inc | 77,421 | $3.65M | 0.00% | +1,423+1.9% | Added |