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 |
|---|---|---|---|---|---|
| Nykredit A/S | 184 | $7.72K | 0.00% | +184 | New |
| Caldwell Sutter Capital, Inc. | 183 | $7.68K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 181 | $7.59K | 0.00% | −174−49.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 178 | $7.47K | 0.00% | +177+17,700.0% | Added |
| SBI Securities Co., Ltd. | 172 | $7.21K | 0.00% | 00.0% | Unchanged |
| 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 |
| Farther Finance Advisors, LLC | 151 | $6.33K | 0.00% | −61−28.8% | Reduced |
| Toth Financial Advisory Corp | 140 | $5.87K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 125 | $5.24K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 116 | $5.12K | 0.00% | −185−61.5% | Reduced |
| Pacer Advisors, Inc. | 123 | $5.00K | 0.00% | −36−22.6% | Reduced |
| Altshuler Shaham Ltd | 117 | $4.91K | 0.00% | +117 | New |
| Umb Bank N A | 112 | $4.70K | 0.00% | −126−52.9% | Reduced |
| Bessemer Group Inc | 90 | $4.00K | 0.00% | −53−37.1% | Reduced |
| GAMMA Investing LLC | 89 | $3.73K | 0.00% | −163−64.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 83 | $3.48K | 0.00% | +16+23.9% | Added |
| Parkside Financial Bank & Trust | 79 | $3.31K | 0.00% | −20−20.2% | Reduced |
| 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 |
| SJS Investment Consulting Inc. | 75 | $3.15K | 0.00% | +53+240.9% | Added |
| Quarry LP | 62 | $2.60K | 0.00% | +62 | New |
| True Wealth Design, LLC | 57 | $2.39K | 0.00% | +57 | New |
| Moisand Fitzgerald Tamayo, LLC | 55 | $2.31K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 44 | $1.85K | 0.00% | +44 | New |
| Private Trust Co NA | 40 | $1.68K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 37 | $1.55K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 35 | $1.47K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $1.18K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $1.05K | 0.00% | +25 | New |
| Parallel Advisors, LLC | 18 | $755 | 0.00% | +13+260.0% | Added |
| Continuum Advisory, LLC | 18 | $755 | 0.00% | +18 | New |
| Jones Financial Companies LLLP | 16 | $649 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15 | $629 | 0.00% | +15 | New |
| IFP Advisors, Inc | 9 | $378 | 0.00% | −8−47.1% | Reduced |
| JFS Wealth Advisors, LLC | 8 | $336 | 0.00% | +8 | New |
| Dogwood Wealth Management LLC | 6 | $252 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $210 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5 | $210 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $167 | 0.00% | +4 | New |
| Abound Wealth Management | 3 | $126 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 2 | $84 | 0.00% | −8−80.0% | Reduced |
| Gilpin Wealth Management, LLC | 2 | $84 | 0.00% | −1−33.3% | Reduced |
| Davis Capital Management | 1 | $42 | 0.00% | +1 | New |
| Buck Wealth Strategies, LLC | 1 | $42 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 4 | $0 | 0.00% | +4 | New |
| 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 |