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, Q2 2026
Institutional positions in Donnelley Financial Solutions, Inc. as of Jun 30, 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
- 246
- +5 vs. Q1 2026
- Shares held
- 23.0M
- −1.24M (−5.1%) vs. Q1 2026
- Total value
- $967.1M
- −$177.3M (−15.5%) vs. Q1 2026
- New holders
- 36
- 77 more added
- Sold out
- 31
- 91 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Donnelley Financial Solutions, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 4 | $0 | 0.00% | +4 | New |
| Davis Capital Management | 1 | $42 | 0.00% | +1 | New |
| Buck Wealth Strategies, LLC | 1 | $42 | 0.00% | +1 | New |
| Ankerstar Wealth, LLC | 2 | $84 | 0.00% | −8−80.0% | Reduced |
| Gilpin Wealth Management, LLC | 2 | $84 | 0.00% | −1−33.3% | Reduced |
| Abound Wealth Management | 3 | $126 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $167 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 5 | $210 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5 | $210 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 6 | $252 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $336 | 0.00% | +8 | New |
| IFP Advisors, Inc | 9 | $378 | 0.00% | −8−47.1% | Reduced |
| Global Retirement Partners, LLC | 15 | $629 | 0.00% | +15 | New |
| Jones Financial Companies LLLP | 16 | $649 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 18 | $755 | 0.00% | +13+260.0% | Added |
| Continuum Advisory, LLC | 18 | $755 | 0.00% | +18 | New |
| Clearstead Advisors, LLC | 25 | $1.05K | 0.00% | +25 | New |
| Farmers & Merchants Investments Inc | 28 | $1.18K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 35 | $1.47K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 37 | $1.55K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 40 | $1.68K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 44 | $1.85K | 0.00% | +44 | New |
| Moisand Fitzgerald Tamayo, LLC | 55 | $2.31K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 57 | $2.39K | 0.00% | +57 | New |
| Quarry LP | 62 | $2.60K | 0.00% | +62 | New |
| SJS Investment Consulting Inc. | 75 | $3.15K | 0.00% | +53+240.9% | Added |
| Massmutual Trust Co FSB | 76 | $3.19K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 76 | $3.19K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 79 | $3.31K | 0.00% | −20−20.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 83 | $3.48K | 0.00% | +16+23.9% | Added |
| GAMMA Investing LLC | 89 | $3.73K | 0.00% | −163−64.7% | Reduced |
| Bessemer Group Inc | 90 | $4.00K | 0.00% | −53−37.1% | Reduced |
| Umb Bank N A | 112 | $4.70K | 0.00% | −126−52.9% | Reduced |
| Altshuler Shaham Ltd | 117 | $4.91K | 0.00% | +117 | New |
| Pacer Advisors, Inc. | 123 | $5.00K | 0.00% | −36−22.6% | Reduced |
| Salomon & Ludwin, LLC | 116 | $5.12K | 0.00% | −185−61.5% | Reduced |
| Atlantic Union Bankshares Corp | 125 | $5.24K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 140 | $5.87K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 151 | $6.33K | 0.00% | −61−28.8% | Reduced |
| Los Angeles Capital Management LLC | 159 | $6.67K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 159 | $6.67K | 0.00% | +65+69.1% | Added |
| SBI Securities Co., Ltd. | 172 | $7.21K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 178 | $7.47K | 0.00% | +177+17,700.0% | Added |
| Sterling Capital Management LLC | 181 | $7.59K | 0.00% | −174−49.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 183 | $7.68K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 184 | $7.72K | 0.00% | +184 | New |
| Essential Partners LLC | 197 | $8.26K | 0.00% | +76+62.8% | Added |
| Mather Group, LLC. | 205 | $8.60K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 221 | $9.27K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 233 | $9.78K | 0.00% | +115+97.5% | Added |
| Hantz Financial Services, Inc. | 245 | $10.0K | 0.00% | −984−80.1% | Reduced |
| Covestor Ltd | 241 | $10.0K | 0.01% | +103+74.6% | Added |
| Allworth Financial LP | 273 | $11.5K | 0.00% | −82−23.1% | Reduced |
| McMillan Office, Inc. | 325 | $13.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 329 | $13.8K | 0.00% | −659−66.7% | Reduced |
| Smithfield Trust Co | 350 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 385 | $16.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 432 | $18.1K | 0.00% | +210+94.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 516 | $21.6K | 0.00% | −531−50.7% | Reduced |
| Signaturefd, LLC | 555 | $23.3K | 0.00% | +393+242.6% | Added |
| Salem Investment Counselors Inc | 603 | $25.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 604 | $25.3K | 0.00% | +184+43.8% | Added |
| Nisa Investment Advisors, LLC | 612 | $25.7K | 0.00% | +82+15.5% | Added |
| Smartleaf Asset Management LLC | 656 | $27.2K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 676 | $28.4K | 0.00% | +60+9.7% | Added |
| Keating Financial Advisory Services, Inc. | 684 | $28.7K | 0.00% | −38−5.3% | Reduced |
| TD Private Client Wealth LLC | 753 | $31.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 817 | $34.3K | 0.00% | +174+27.1% | Added |
| Public Employees Retirement System of Ohio | 822 | $34.5K | 0.00% | −100,944−99.2% | Reduced |
| KBC Group NV | 969 | $41.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 996 | $41.8K | 0.00% | −282−22.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,248 | $52.4K | 0.00% | −834−40.1% | Reduced |
| North Star Investment Management Corp. | 1,358 | $57.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,386 | $58.1K | 0.00% | −97−6.5% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 1,500 | $62.9K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,653 | $69.3K | 0.00% | −50−2.9% | Reduced |
| Royal Bank of Canada | 1,676 | $71.0K | 0.00% | −3,068−64.7% | Reduced |
| SRS Capital Advisors, Inc. | 1,850 | $77.6K | 0.00% | +1,745+1,661.9% | Added |
| Ameritas Investment Partners, Inc. | 2,224 | $93.3K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,951 | $124.0K | 0.00% | −292,323−99.0% | Reduced |
| LSV Asset Management | 3,700 | $155.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,345 | $182.3K | 0.00% | −1,175−21.3% | Reduced |
| Voya Investment Management LLC | 4,850 | $203.5K | 0.00% | +209+4.5% | Added |
| Barclays PLC | 4,982 | $209.0K | 0.00% | +228+4.8% | Added |
| Scoggin Management LP | 5,000 | $209.8K | 0.05% | +5,000 | New |
| Cerity Partners LLC | 5,112 | $214.4K | 0.00% | −291−5.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,298 | $227.9K | 0.00% | +2,702+21.5% | Added |
| Oregon Public Employees Retirement Fund | 5,691 | $238.7K | 0.00% | −400−6.6% | Reduced |
| Marshall Wace, LLP | 5,800 | $243.3K | 0.00% | −5,600−49.1% | Reduced |
| SEI Investments Co | 5,810 | $243.7K | 0.00% | −2,971−33.8% | Reduced |
| KLP Kapitalforvaltning AS | 5,900 | $247.5K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,924 | $248.5K | 0.00% | −638−9.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,955 | $249.8K | 0.00% | +5,955 | New |
| Graham Capital Management, L.P. | 6,011 | $252.2K | 0.01% | +6,011 | New |
| Intech Investment Management LLC | 6,054 | $254.0K | 0.00% | −454−7.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,080 | $255.1K | 0.00% | +442+7.8% | Added |
| Vanguard Investments Australia, Ltd. | 6,148 | $257.9K | 0.00% | 00.0% | Unchanged |
| Jain Global LLC | 6,184 | $259.4K | 0.00% | +6,184 | New |
| Arizona State Retirement System | 6,362 | $266.9K | 0.00% | −563−8.1% | Reduced |
| Susquehanna International Group, LLP | 6,453 | $270.7K | 0.00% | −3,638−36.1% | Reduced |