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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.

Institutional holdersQ1 2026: 245 institutions
Q1 2021: 167 institutionsQ2 2021: 184 institutionsQ3 2021: 191 institutionsQ4 2021: 221 institutionsQ1 2022: 221 institutionsQ2 2022: 196 institutionsQ3 2022: 198 institutionsQ4 2022: 201 institutionsQ1 2023: 197 institutionsQ2 2023: 211 institutionsQ3 2023: 214 institutionsQ4 2023: 222 institutionsQ1 2024: 246 institutionsQ2 2024: 248 institutionsQ3 2024: 255 institutionsQ4 2024: 245 institutionsQ1 2025: 234 institutionsQ2 2025: 245 institutionsQ3 2025: 245 institutionsQ4 2025: 236 institutionsQ1 2026: 245 institutionsQ2 2026: 246 institutions
Value heldQ1 2026: $1.15B
Q1 2021: $825.5MQ2 2021: $980.5MQ3 2021: $1.04BQ4 2021: $1.39BQ1 2022: $993.8MQ2 2022: $843.9MQ3 2022: $1.03BQ4 2022: $1.06BQ1 2023: $1.14BQ2 2023: $1.23BQ3 2023: $1.48BQ4 2023: $1.66BQ1 2024: $1.70BQ2 2024: $1.63BQ3 2024: $1.80BQ4 2024: $1.76BQ1 2025: $1.17BQ2 2025: $1.70BQ3 2025: $1.39BQ4 2025: $1.18BQ1 2026: $1.15BQ2 2026: $967.1M
Institutions holding DFIN and their total value by quarter
QuarterHoldersValue
Q2 2026246$967.1M
Q1 2026245$1.15B
Q4 2025236$1.18B
Q3 2025245$1.39B
Q2 2025245$1.70B
Q1 2025234$1.17B
Q4 2024245$1.76B
Q3 2024255$1.80B
Q2 2024248$1.63B
Q1 2024246$1.70B
Q4 2023222$1.66B
Q3 2023214$1.48B
Q2 2023211$1.23B
Q1 2023197$1.14B
Q4 2022201$1.06B
Q3 2022198$1.03B
Q2 2022196$843.9M
Q1 2022221$993.8M
Q4 2021221$1.39B
Q3 2021191$1.04B
Q2 2021184$980.5M
Q1 2021167$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.

Institutions holding DFIN in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Caldwell Sutter Capital, Inc.183$8.63K0.00%00.0%Unchanged
SBI Securities Co., Ltd.172$8.11K0.00%+2+1.2%Added
Signaturefd, LLC162$7.64K0.00%+74+84.1%Added
Los Angeles Capital Management LLC159$7.50K0.00%00.0%Unchanged
Pacer Advisors, Inc.159$7.00K0.00%+59+59.0%Added
Toth Financial Advisory Corp140$6.60K0.00%00.0%Unchanged
Bessemer Group Inc143$6.00K0.00%−59−29.2%Reduced
Covestor Ltd138$6.00K0.00%+5+3.8%Added
Atlantic Union Bankshares Corp125$5.89K0.00%00.0%Unchanged
Essential Partners LLC121$5.70K0.00%+115+1,916.7%Added
EverSource Wealth Advisors, LLC118$5.56K0.00%+95+413.0%Added
SRS Capital Advisors, Inc.105$4.95K0.00%+21+25.0%Added
Parkside Financial Bank & Trust99$4.67K0.00%+19+23.8%Added
Advisory Services Network, LLC99$4.67K0.00%+99New
Rothschild Investment LLC94$4.43K0.00%+49+108.9%Added
Massmutual Trust Co FSB76$3.58K0.00%−7−8.4%Reduced
Boyd Watterson Asset Management LLC76$3.58K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC72$3.39K0.00%+72New
Cullen/Frost Bankers, Inc.67$3.16K0.00%+67New
Root Financial Partners, LLC65$3.06K0.00%+40+160.0%Added
Northwestern Mutual Wealth Management Co61$2.88K0.00%00.0%Unchanged
MAI Capital Management58$2.73K0.00%+58New
Moisand Fitzgerald Tamayo, LLC55$2.59K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC42$1.98K0.00%−17−28.8%Reduced
Simplex Trading, LLC41$1.93K0.00%+41New
Private Trust Co NA40$1.89K0.00%00.0%Unchanged
Torren Management, LLC37$1.74K0.00%00.0%Unchanged
JPL Wealth Management, LLC35$1.65K0.00%+35New
Farmers & Merchants Investments Inc28$1.32K0.00%00.0%Unchanged
Zions Bancorporation, National Association24$1.13K0.00%00.0%Unchanged
SJS Investment Consulting Inc.22$1.04K0.00%+5+29.4%Added
Basecamp Wealth Advisors LLC22$1.04K0.00%+22New
IFP Advisors, Inc17$8010.00%−193−91.9%Reduced
Jones Financial Companies LLLP16$7320.00%00.0%Unchanged
Sunbelt Securities, Inc.14$6600.00%00.0%Unchanged
Ankerstar Wealth, LLC10$4710.00%00.0%Unchanged
Dogwood Wealth Management LLC6$2830.00%00.0%Unchanged
Parallel Advisors, LLC5$2360.00%00.0%Unchanged
CoreCap Advisors, LLC5$2360.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec5$2350.00%00.0%Unchanged
Abound Wealth Management3$1420.00%00.0%Unchanged
Gilpin Wealth Management, LLC3$1420.00%+2+200.0%Added
Larson Financial Group LLC2$940.00%−22−91.7%Reduced
Caitong International Asset Management Co., Ltd1$470.00%−27−96.4%Reduced
Hughes Financial Services, LLC1$470.00%+1New
Winmill & Co. Inc0$00.00%−195,859−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−39,400−100.0%Sold out
Verition Fund Management LLC0$00.00%−37,886−100.0%Sold out
Integrated Quantitative Investments LLC0$00.00%−28,980−100.0%Sold out
Laurion Capital Management LP0$00.00%−15,631−100.0%Sold out
STRS Ohio0$00.00%−11,000−100.0%Sold out
Quest Partners LLC0$00.00%−8,718−100.0%Sold out
Freestone Grove Partners LP0$00.00%−8,556−100.0%Sold out
Ancora Advisors, LLC0$00.00%−7,093−100.0%Sold out
Twinbeech Capital LP0$00.00%−6,000−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−5,929−100.0%Sold out
ProShare Advisors LLC0$00.00%−4,982−100.0%Sold out
Mackenzie Financial Corp0$00.00%−4,878−100.0%Sold out
Swiss Life Asset Management Ltd0$00.00%−4,318−100.0%Sold out
Vestcor Inc0$00.00%−3,105−100.0%Sold out
Bell Investment Advisors, Inc0$00.00%−101−100.0%Sold out
Anfield Capital Management, LLC0$00.00%−15−100.0%Sold out
Optima Capital LLC0$00.00%−12−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−7−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−7−100.0%Sold out
Founders Capital Management0$00.00%−2−100.0%Sold out
TFC Financial Management0$00.00%−1−100.0%Sold out
Vanguard Group Inc––––Not filed
Comerica Bank––––Not filed
CIBC Private Wealth Group, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed