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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 6,660 | $279.4K | 0.00% | −263−3.8% | Reduced |
| EntryPoint Capital, LLC | 6,695 | $280.9K | 0.07% | +6,695 | New |
| Amalgamated Bank | 6,707 | $281.0K | 0.00% | −903−11.9% | Reduced |
| Yousif Capital Management, LLC | 6,719 | $281.9K | 0.00% | −324−4.6% | Reduced |
| Zacks Investment Management | 6,745 | $283.0K | 0.00% | +6,745 | New |
| Teachers Retirement System of the State of Kentucky | 6,805 | $285.0K | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 6,896 | $289.3K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 6,949 | $291.5K | 0.00% | +2,011+40.7% | Added |
| State Board of Administration of Florida Retirement System | 7,079 | $297.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 7,362 | $308.8K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 7,376 | $309.4K | 0.00% | +1,051+16.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,499 | $314.6K | 0.00% | −70−0.9% | Reduced |
| First Citizens Bank & Trust Co | 7,806 | $327.5K | 0.00% | −78−1.0% | Reduced |
| Liontrust Investment Partners LLP | 7,912 | $331.9K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 8,553 | $358.8K | 0.00% | +8,553 | New |
| Ritholtz Wealth Management | 8,584 | $360.1K | 0.01% | −1,369−13.8% | Reduced |
| Vanguard Global Advisers, LLC | 9,958 | $417.7K | 0.00% | −990−9.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 10,582 | $443.9K | 0.00% | +10,582 | New |
| Manufacturers Life Insurance Company, The | 10,602 | $444.8K | 0.00% | −635−5.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 10,112 | $455.3K | 0.01% | +175+1.8% | Added |
| Louisiana State Employees Retirement System | 10,900 | $457.3K | 0.01% | −900−7.6% | Reduced |
| Squarepoint Ops LLC | 11,255 | $472.1K | 0.00% | +4,725+72.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,443 | $480.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 11,448 | $480.2K | 0.00% | −522−4.4% | Reduced |
| Quantbot Technologies LP | 11,504 | $482.6K | 0.02% | +11,504 | New |
| State of Wyoming | 11,533 | $483.8K | 0.05% | +2,214+23.8% | Added |
| Freestone Grove Partners LP | 11,729 | $492.0K | 0.00% | +11,729 | New |
| Legato Capital Management LLC | 12,204 | $512.0K | 0.04% | −6,106−33.3% | Reduced |
| Quadrature Capital Ltd | 12,352 | $518.2K | 0.00% | +1,335+12.1% | Added |
| Mariner, LLC | 12,415 | $520.7K | 0.00% | +4,888+64.9% | Added |
| Allstate Corp | 12,586 | $528.0K | 0.01% | +12,586 | New |
| Jupiter Topco LLC | 12,777 | $536.5K | 0.00% | +12,777 | New |
| State of Tennessee, Treasury Department | 12,849 | $539.0K | 0.00% | +6,714+109.4% | Added |
| Vinva Investment Management Ltd | 9,487 | $572.6K | 0.00% | +9,487 | New |
| MetLife Investment Management | 13,843 | $580.7K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 13,864 | $581.6K | 0.00% | −3,051−18.0% | Reduced |
| Raymond James Financial Inc | 13,894 | $582.9K | 0.00% | −653−4.5% | Reduced |
| Bokf, NA | 14,002 | $587.4K | 0.01% | +4,261+43.7% | Added |
| Brevan Howard Capital Management LP | 14,308 | $600.2K | 0.01% | +6,199+76.4% | Added |
| Illinois Municipal Retirement Fund | 14,858 | $623.3K | 0.01% | +1,096+8.0% | Added |
| Envestnet Asset Management Inc | 15,011 | $629.7K | 0.00% | −2,010−11.8% | Reduced |
| Vident Advisory, LLC | 15,755 | $660.9K | 0.00% | +15,755 | New |
| Thrivent Financial for Lutherans | 16,405 | $688.0K | 0.00% | −1,221,813−98.7% | Reduced |
| OP Asset Management Ltd | 16,425 | $689.0K | 0.01% | +16,425 | New |
| Vanguard Asset Management, Ltd | 16,758 | $703.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 16,769 | $703.5K | 0.00% | −909−5.1% | Reduced |
| State of Alaska, Department of Revenue | 16,898 | $708.0K | 0.01% | −4,978−22.8% | Reduced |
| James Investment Research Inc | 17,362 | $728.3K | 0.07% | 00.0% | Unchanged |
| HRT Financial LP | 18,671 | $783.0K | 0.00% | +18,671 | New |
| Citadel Advisors LLC | 18,687 | $783.9K | 0.00% | +2,736+17.2% | Added |
| Citigroup Inc | 19,000 | $797.0K | 0.00% | +14,371+310.5% | Added |
| Canada Pension Plan Investment Board | 19,600 | $822.2K | 0.00% | +12,300+168.5% | Added |
| Two Sigma Investments, LP | 19,925 | $835.9K | 0.00% | −23,669−54.3% | Reduced |
| Fifth Third Bancorp | 20,126 | $844.3K | 0.00% | −1,612−7.4% | Reduced |
| Quantinno Capital Management LP | 20,141 | $844.9K | 0.00% | −3,845−16.0% | Reduced |
| Bank of Montreal | 20,839 | $874.2K | 0.00% | +130+0.6% | Added |
| Jump Financial, LLC | 20,960 | $879.3K | 0.01% | +20,960 | New |
| Great West Life Assurance Co | 21,019 | $882.0K | 0.00% | −1,132−5.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 20,533 | $905.9K | 0.00% | −44,462−68.4% | Reduced |
| The PNC Financial Services Group, Inc. | 22,818 | $957.2K | 0.00% | −164−0.7% | Reduced |
| Wells Fargo & Company | 23,130 | $970.3K | 0.00% | +13,360+136.7% | Added |
| Aquatic Capital Management LLC | 23,181 | $972.4K | 0.03% | +18,457+390.7% | Added |
| California State Teachers Retirement System | 26,154 | $1.10M | 0.00% | −9,537−26.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 26,337 | $1.10M | 0.02% | +26,337 | New |
| Engineers Gate Manager LP | 27,247 | $1.14M | 0.01% | +14,003+105.7% | Added |
| Martingale Asset Management L P | 28,824 | $1.21M | 0.03% | +16,607+135.9% | Added |
| Teacher Retirement System of Texas | 29,056 | $1.22M | 0.00% | +29,056 | New |
| Virginia Retirement Systems Et Al | 29,200 | $1.22M | 0.01% | +13,000+80.2% | Added |
| Numerai GP LLC | 30,213 | $1.27M | 0.10% | +12,263+68.3% | Added |
| New York State Common Retirement Fund | 31,500 | $1.32M | 0.00% | +5,600+21.6% | Added |
| Alliancebernstein L.P. | 29,393 | $1.39M | 0.00% | −15−0.1% | Reduced |
| American Century Companies Inc | 33,230 | $1.39M | 0.00% | +21,126+174.5% | Added |
| SG Americas Securities, LLC | 33,431 | $1.40M | 0.00% | +1,899+6.0% | Added |
| Acadian Asset Management LLC | 33,679 | $1.41M | 0.00% | +32,321+2,380.0% | Added |
| First Trust Advisors LP | 35,843 | $1.50M | 0.00% | +3,697+11.5% | Added |
| Wedge Capital Management L L P | 36,151 | $1.52M | 0.03% | +9,992+38.2% | Added |
| Lazard Asset Management LLC | 37,205 | $1.56M | 0.00% | +37,205 | New |
| Deutsche Bank AG | 38,086 | $1.60M | 0.00% | +1,659+4.6% | Added |
| New York State Teachers Retirement System | 38,845 | $1.63M | 0.00% | −2,416−5.9% | Reduced |
| Harbor Capital Advisors, Inc. | 41,801 | $1.75M | 0.12% | +4,297+11.5% | Added |
| King Luther Capital Management Corp | 43,524 | $1.83M | 0.01% | −45,464−51.1% | Reduced |
| Monimus Capital Management, LP | 44,806 | $1.88M | 0.48% | +44,806 | New |
| Swiss National Bank | 46,200 | $1.94M | 0.00% | −3,700−7.4% | Reduced |
| Price T Rowe Associates Inc | 48,096 | $2.02M | 0.00% | +5,417+12.7% | Added |
| Man Group plc | 48,585 | $2.04M | 0.00% | −3,409−6.6% | Reduced |
| Anderson Financial Strategies, LLC | 42,965 | $2.09M | 1.09% | +42,965 | New |
| Assetmark, Inc | 51,235 | $2.15M | 0.00% | −1,936−3.6% | Reduced |
| Fisher Asset Management, LLC | 52,264 | $2.19M | 0.00% | −568−1.1% | Reduced |
| FMR LLC | 53,024 | $2.22M | 0.00% | +44,849+548.6% | Added |
| XTX Topco Ltd | 54,527 | $2.29M | 0.03% | +49,989+1,101.6% | Added |
| Legal & General Group Plc | 55,771 | $2.34M | 0.00% | −6,222−10.0% | Reduced |
| Millennium Management LLC | 57,211 | $2.40M | 0.00% | +18,761+48.8% | Added |
| Janney Montgomery Scott LLC | 58,121 | $2.44M | 0.00% | +1,427+2.5% | Added |
| Creative Planning | 62,973 | $2.64M | 0.00% | +14,326+29.4% | Added |
| Rhumbline Advisers | 63,233 | $2.65M | 0.00% | −10,942−14.8% | Reduced |
| Winton Group Ltd | 67,059 | $2.81M | 0.09% | +67,059 | New |
| UBS Asset Management Americas Inc | 67,451 | $2.83M | 0.00% | −9,970−12.9% | Reduced |
| Globeflex Capital L P | 68,494 | $2.87M | 0.37% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 69,344 | $2.91M | 0.01% | +4,250+6.5% | Added |
| Villanova Investment Management Co LLC | 73,050 | $3.06M | 2.91% | +24,763+51.3% | Added |