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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 73,137 | $3.07M | 0.13% | +26,987+58.5% | Added |
| Isthmus Partners, LLC | 76,464 | $3.21M | 0.31% | +3,563+4.9% | Added |
| Ameriprise Financial Inc | 78,916 | $3.31M | 0.00% | +32,238+69.1% | Added |
| Nuveen, LLC | 78,932 | $3.31M | 0.00% | −3,019−3.7% | Reduced |
| ExodusPoint Capital Management, LP | 84,676 | $3.55M | 0.03% | +63,654+302.8% | Added |
| Public Sector Pension Investment Board | 85,850 | $3.60M | 0.01% | −9,128−9.6% | Reduced |
| Prudential Financial Inc | 86,270 | $3.62M | 0.00% | +22,590+35.5% | Added |
| Bridge City Capital, LLC | 89,065 | $3.74M | 0.85% | +20,604+30.1% | Added |
| UBS Group AG | 97,975 | $4.11M | 0.00% | −48,354−33.0% | Reduced |
| Jane Street Group, LLC | 98,502 | $4.13M | 0.00% | −46,434−32.0% | Reduced |
| Invesco Ltd. | 106,951 | $4.49M | 0.00% | −2,559−2.3% | Reduced |
| Franklin Resources Inc | 119,593 | $5.02M | 0.00% | +39,834+49.9% | Added |
| Marathon Asset Mgmt Ltd | 120,804 | $5.07M | 0.21% | −33,652−21.8% | Reduced |
| Principal Financial Group Inc | 121,808 | $5.11M | 0.00% | −7,689−5.9% | Reduced |
| Russell Investments Group, Ltd. | 126,902 | $5.32M | 0.00% | +18,872+17.5% | Added |
| Bank of America Corp | 133,693 | $5.61M | 0.00% | −10,803−7.5% | Reduced |
| D. E. Shaw & Co., Inc. | 136,259 | $5.72M | 0.00% | −28,816−17.5% | Reduced |
| Bank of New York Mellon Corp | 141,481 | $5.94M | 0.00% | −4,907−3.4% | Reduced |
| Vanguard Fiduciary Trust Co | 175,778 | $7.37M | 0.00% | −4,710−2.6% | Reduced |
| AQR Capital Management LLC | 201,088 | $8.44M | 0.00% | +128,188+175.8% | Added |
| Loomis Sayles & Co L P | 303,168 | $12.7M | 0.02% | −11,362−3.6% | Reduced |
| Access Investment Management LLC | 306,305 | $12.8M | 3.29% | +72,470+31.0% | Added |
| JPMorgan Chase & Co | 330,056 | $13.8M | 0.00% | −5,111−1.5% | Reduced |
| Goldman Sachs Group Inc | 333,164 | $14.0M | 0.00% | −81,148−19.6% | Reduced |
| Mawer Investment Management Ltd. | 347,156 | $14.6M | 0.10% | −76,548−18.1% | Reduced |
| Ophir Asset Management Pty Ltd | 368,192 | $15.4M | 1.27% | +259,527+238.8% | Added |
| Northern Trust Corp | 397,329 | $16.7M | 0.00% | −21,354−5.1% | Reduced |
| Frontier Capital Management Co LLC | 419,466 | $17.6M | 0.16% | −234,352−35.8% | Reduced |
| Shapiro Capital Management LLC | 425,415 | $17.8M | 1.08% | −22,973−5.1% | Reduced |
| Charles Schwab Investment Management Inc | 429,256 | $18.0M | 0.00% | −3,662−0.8% | Reduced |
| Royce & Associates LP | 434,271 | $18.2M | 0.15% | −14,679−3.3% | Reduced |
| Boston Trust Walden Corp | 449,160 | $18.8M | 0.14% | −17,919−3.8% | Reduced |
| Vanguard Portfolio Management LLC | 516,410 | $21.7M | 0.00% | +13,751+2.7% | Added |
| Algert Global LLC | 529,983 | $22.2M | 0.26% | +252,383+90.9% | Added |
| Qube Research & Technologies Ltd | 530,227 | $22.2M | 0.02% | +423,448+396.6% | Added |
| Arrowstreet Capital, Limited Partnership | 562,516 | $23.6M | 0.01% | +490,614+682.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 629,252 | $26.4M | 0.07% | +166,580+36.0% | Added |
| William Blair Investment Management, LLC | 631,933 | $26.5M | 0.08% | +86,449+15.8% | Added |
| Geode Capital Management, LLC | 633,806 | $26.6M | 0.00% | +7,389+1.2% | Added |
| Dimensional Fund Advisors LP | 699,080 | $29.3M | 0.01% | +12,749+1.9% | Added |
| Rice Hall James & Associates, LLC | 775,119 | $32.5M | 1.58% | −4,918−0.6% | Reduced |
| Morgan Stanley | 820,801 | $34.4M | 0.00% | −127,818−13.5% | Reduced |
| Alberta Investment Management Corp | 1,052,611 | $44.2M | 0.25% | +200,000+23.5% | Added |
| Vanguard Capital Management LLC | 1,056,961 | $44.3M | 0.00% | −57,959−5.2% | Reduced |
| State Street Corp | 1,200,445 | $50.4M | 0.00% | +39,571+3.4% | Added |
| BlackRock, Inc. | 3,937,601 | $165.2M | 0.00% | −57,728−1.4% | Reduced |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −761,163−100.0% | Sold out |
| Simcoe Capital Management, LLC | 0 | $0 | 0.00% | −597,725−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −138,913−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −45,493−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −26,101−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −23,574−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −20,978−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −11,826−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −10,563−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −9,374−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −8,182−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −6,696−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,002−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −4,775−100.0% | Sold out |
| Crescent Grove Advisors, LLC | 0 | $0 | 0.00% | −4,501−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −4,442−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −4,340−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −988−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Zions Bancorporation, National Association | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Basecamp Wealth Advisors LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |