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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 13,244 | $624.3K | 0.01% | +13,244 | New |
| Janus Henderson Group PLC | 12,777 | $602.2K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 12,217 | $575.9K | 0.01% | +600+5.2% | Added |
| American Century Companies Inc | 12,104 | $570.6K | 0.00% | −37,261−75.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 11,970 | $564.3K | 0.00% | +142+1.2% | Added |
| Caxton Associates LLP | 11,826 | $557.5K | 0.01% | +2,124+21.9% | Added |
| Louisiana State Employees Retirement System | 11,800 | $556.3K | 0.01% | −400−3.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,443 | $539.4K | 0.00% | +1,496+15.0% | Added |
| Marshall Wace, LLP | 11,400 | $537.4K | 0.00% | +11,400 | New |
| Manufacturers Life Insurance Company, The | 11,237 | $529.7K | 0.00% | −475−4.1% | Reduced |
| Quadrature Capital Ltd | 11,017 | $519.3K | 0.01% | +11,017 | New |
| Vanguard Global Advisers, LLC | 10,948 | $516.1K | 0.00% | +10,948 | New |
| Magnetar Financial LLC | 10,563 | $497.9K | 0.01% | +10,563 | New |
| Susquehanna International Group, LLP | 10,091 | $475.7K | 0.00% | +10,091 | New |
| NorthCrest Asset Manangement, LLC | 9,937 | $474.9K | 0.01% | +120+1.2% | Added |
| Ritholtz Wealth Management | 9,953 | $469.2K | 0.01% | −347−3.4% | Reduced |
| Wells Fargo & Company | 9,770 | $460.6K | 0.00% | −19,494−66.6% | Reduced |
| Bokf, NA | 9,741 | $459.2K | 0.01% | +3,859+65.6% | Added |
| Evolve Private Wealth, LLC | 9,374 | $441.9K | 0.02% | +686+7.9% | Added |
| State of Wyoming | 9,319 | $439.3K | 0.05% | +7,984+598.1% | Added |
| SEI Investments Co | 8,781 | $413.9K | 0.00% | −453−4.9% | Reduced |
| Natixis | 8,300 | $391.3K | 0.00% | +4,400+112.8% | Added |
| Balyasny Asset Management LLC | 8,182 | $385.7K | 0.00% | −54,752−87.0% | Reduced |
| FMR LLC | 8,175 | $385.4K | 0.00% | −5,199−38.9% | Reduced |
| Brevan Howard Capital Management LP | 8,109 | $382.3K | 0.00% | +8,109 | New |
| Liontrust Investment Partners LLP | 7,912 | $373.0K | 0.01% | −343−4.2% | Reduced |
| First Citizens Bank & Trust Co | 7,884 | $371.7K | 0.01% | −236−2.9% | Reduced |
| Amalgamated Bank | 7,610 | $359.0K | 0.00% | −72−0.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,569 | $356.8K | 0.00% | −256−3.3% | Reduced |
| Mariner, LLC | 7,527 | $354.8K | 0.00% | +7,527 | New |
| Police & Firemen's Retirement System of New Jersey | 7,362 | $347.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 7,300 | $344.1K | 0.00% | +1,000+15.9% | Added |
| State Board of Administration of Florida Retirement System | 7,079 | $333.7K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 7,043 | $332.0K | 0.00% | −92−1.3% | Reduced |
| Arizona State Retirement System | 6,925 | $326.4K | 0.00% | −385−5.3% | Reduced |
| Mercer Global Advisors Inc | 6,923 | $326.4K | 0.00% | +6,923 | New |
| Assenagon Asset Management S.A. | 6,896 | $325.1K | 0.00% | −662−8.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,805 | $321.0K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 6,696 | $315.6K | 0.00% | +6,696 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,562 | $309.3K | 0.00% | −8−0.1% | Reduced |
| Squarepoint Ops LLC | 6,530 | $307.8K | 0.00% | −13,671−67.7% | Reduced |
| Intech Investment Management LLC | 6,508 | $306.8K | 0.00% | −5,358−45.2% | Reduced |
| Lido Advisors, LLC | 6,325 | $298.2K | 0.00% | +1,468+30.2% | Added |
| Vanguard Investments Australia, Ltd. | 6,148 | $289.8K | 0.00% | +6,148 | New |
| State of Tennessee, Treasury Department | 6,135 | $289.2K | 0.00% | −6,205−50.3% | Reduced |
| Oregon Public Employees Retirement Fund | 6,091 | $287.1K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 5,900 | $278.1K | 0.00% | +500+9.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 5,638 | $265.8K | 0.00% | +5,638 | New |
| BNP Paribas Arbitrage, SA | 5,520 | $260.2K | 0.00% | −43−0.8% | Reduced |
| Cerity Partners LLC | 5,403 | $254.7K | 0.00% | +5,403 | New |
| Campbell & CO Investment Adviser LLC | 5,002 | $235.8K | 0.01% | −11,496−69.7% | Reduced |
| Exchange Traded Concepts, LLC | 4,938 | $232.8K | 0.00% | −567−10.3% | Reduced |
| Skopos Labs, Inc. | 4,780 | $225.3K | 0.01% | +4,780 | New |
| LPL Financial LLC | 4,775 | $225.1K | 0.00% | +4,775 | New |
| Royal Bank of Canada | 4,744 | $225.0K | 0.00% | −3,048−39.1% | Reduced |
| Barclays PLC | 4,754 | $224.1K | 0.00% | −35,104−88.1% | Reduced |
| Aquatic Capital Management LLC | 4,724 | $222.7K | 0.01% | +4,724 | New |
| Voya Investment Management LLC | 4,641 | $218.8K | 0.00% | −112−2.4% | Reduced |
| Citigroup Inc | 4,629 | $218.2K | 0.00% | −4,281−48.0% | Reduced |
| XTX Topco Ltd | 4,538 | $213.9K | 0.00% | −27,648−85.9% | Reduced |
| Crescent Grove Advisors, LLC | 4,501 | $212.2K | 0.02% | 00.0% | Unchanged |
| Amundi | 4,442 | $209.4K | 0.00% | +4,442 | New |
| RSM US Wealth Management LLC | 4,340 | $204.6K | 0.00% | −39−0.9% | Reduced |
| LSV Asset Management | 3,700 | $174.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,289 | $155.0K | 0.00% | +2,581+364.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,596 | $127.1K | 0.00% | +10,490+498.1% | Added |
| Ameritas Investment Partners, Inc. | 2,224 | $104.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,082 | $98.1K | 0.00% | +1,616+346.8% | Added |
| Ensign Peak Advisors, Inc | 1,703 | $80.3K | 0.00% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 1,500 | $70.7K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,483 | $69.9K | 0.00% | −10,229−87.3% | Reduced |
| North Star Investment Management Corp. | 1,358 | $64.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,358 | $64.0K | 0.00% | +1,358 | New |
| Huntington National Bank | 1,278 | $60.2K | 0.00% | −103−7.5% | Reduced |
| Hantz Financial Services, Inc. | 1,229 | $58.0K | 0.00% | +1,126+1,093.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,047 | $49.4K | 0.01% | +245+30.5% | Added |
| Quadrant Capital Group LLC | 988 | $46.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 988 | $46.6K | 0.00% | −212−17.7% | Reduced |
| KBC Group NV | 969 | $46.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 753 | $35.5K | 0.00% | +457+154.4% | Added |
| Keating Financial Advisory Services, Inc. | 722 | $34.0K | 0.01% | +22+3.1% | Added |
| Smartleaf Asset Management LLC | 656 | $30.5K | 0.00% | −467−41.6% | Reduced |
| Ronald Blue Trust, Inc. | 643 | $30.3K | 0.00% | +336+109.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 616 | $29.0K | 0.00% | +144+30.5% | Added |
| Salem Investment Counselors Inc | 603 | $28.4K | 0.00% | +603 | New |
| Nisa Investment Advisors, LLC | 530 | $25.0K | 0.00% | +102+23.8% | Added |
| US Bancorp | 420 | $19.8K | 0.00% | −84−16.7% | Reduced |
| Cedar Mountain Advisors, LLC | 385 | $18.1K | 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 |
| Smithfield Trust Co | 350 | $16.0K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 325 | $15.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 332 | $15.3K | 0.00% | +147+79.5% | Added |
| Salomon & Ludwin, LLC | 301 | $14.4K | 0.00% | +121+67.2% | Added |
| GAMMA Investing LLC | 252 | $11.9K | 0.00% | −13−4.9% | Reduced |
| Umb Bank N A | 238 | $11.2K | 0.00% | +4+1.7% | Added |
| Advisor Group Holdings, Inc. | 222 | $10.5K | 0.00% | +38+20.7% | Added |
| WealthCollab, LLC | 221 | $10.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 212 | $9.77K | 0.00% | +67+46.2% | Added |
| Mather Group, LLC. | 205 | $9.66K | 0.00% | +205 | New |