Donnelley Financial Solutions (DFIN) Institutional Ownership

$63.69
+1.27 (+2.03%)
(As of 05/3/2024 ET)

Institutional Ownership Changes (13F Filings) for Donnelley Financial Solutions (NYSE:DFIN)

Current
Institutional Ownership
Percentage
93.84%
Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$231.05M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$146.65M
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DFIN Institutional Buying and Selling by Quarter

Donnelley Financial Solutions Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 Janney Montgomery Scott LLC53,381$3.31M0.0%+4.8%0.181%
5/1/2024 BNP Paribas Financial Markets18,974$1.18M0.0%+2.3%0.064%
4/26/2024 Yousif Capital Management LLC11,116$689K0.0%-12.8%0.038%
4/25/2024 New York State Teachers Retirement System54,650$3.39M0.0%-2.1%0.186%
4/24/2024 Spire Wealth Management409$25K0.0%-50.2%0.001%
4/24/2024 Assenagon Asset Management S.A.37,361$2.32M0.0%+4.0%0.127%
4/23/2024 Bfsg LLC1,203$75K0.0%-31.1%0.004%
4/23/2024 Rice Hall James & Associates LLC917,210$56.88M3.3%-3.3%3.116%
4/18/2024 Allspring Global Investments Holdings LLC141,555$8.78M0.0%+39.6%0.481%
4/12/2024 Bridge City Capital LLC6,005$372K0.1%+17.9%0.020%
3/11/2024Vanguard Group Inc.1,732,673$108.07M0.0%-4.9%5.956%
3/5/2024Fisher Asset Management LLC102,123$6.37M0.0%-4.1%0.351%
2/14/2024Corsair Capital Management L.P.10,091$629K0.2%-9.0%0.035%
2/13/2024Homestead Advisers Corp45,700$2.85M0.1%+80.6%0.157%
2/13/2024Campbell & CO Investment Adviser LLC12,629$788K0.1%N/A0.043%
2/12/2024Alberta Investment Management Corp273,777$17.08M0.2%-9.1%0.940%
2/12/2024Eagle Asset Management Inc.196,410$12.25M0.1%-4.0%0.675%
2/9/2024US Bancorp DE11,668$728K0.0%+506.8%0.040%
2/9/2024Assetmark Inc.35,850$2.24M0.0%+5.8%0.123%
2/8/2024Panagora Asset Management Inc.160,879$10.03M0.1%-1.2%0.553%
2/8/2024 Janney Montgomery Scott LLC50,923$3.18M0.0%N/A0.175%
2/7/2024 Principal Financial Group Inc.142,795$8.91M0.0%-0.9%0.491%
2/7/2024 USA Financial Formulas1,159$72K0.0%N/A0.004%
2/7/2024Dimensional Fund Advisors LP948,480$59.16M0.0%-1.3%3.258%
2/7/2024 Seizert Capital Partners LLC82,322$5.13M0.3%-13.7%0.283%
2/7/2024 BNP Paribas Financial Markets18,551$1.16M0.0%-31.1%0.064%
2/7/2024Teacher Retirement System of Texas14,686$916K0.0%-9.5%0.050%
2/7/2024Mawer Investment Management Ltd.1,384,369$86.34M0.4%+38.4%4.756%
2/7/2024 Access Investment Management LLC218,145$13.61M5.1%N/A0.749%
2/6/2024Charles Schwab Investment Management Inc.328,050$20.46M0.0%+0.4%1.127%
2/6/2024 Maryland State Retirement & Pension System8,990$561K0.0%-2.1%0.031%
2/6/2024LSV Asset Management4,800$299K0.0%-98.3%0.016%
2/6/2024 Amalgamated Bank9,957$621K0.0%-6.6%0.034%
2/6/2024 Natixis Advisors L.P.11,661$727K0.0%+5.0%0.040%
2/6/2024Swiss National Bank49,200$3.07M0.0%-10.5%0.169%
2/6/2024Fisher Asset Management LLC102,086$6.37M0.0%-4.1%0.351%
2/5/2024Victory Capital Management Inc.53,869$3.36M0.0%+32.0%0.185%
2/5/2024 SummerHaven Investment Management LLC15,436$963K0.6%+1.2%0.053%
2/5/2024Russell Investments Group Ltd.42,701$2.66M0.0%+37.2%0.147%
2/2/2024 Bfsg LLC1,745$109K0.0%N/A0.006%
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2/2/2024Private Management Group Inc.141,259$8.81M0.3%-46.8%0.485%
2/1/2024 Yousif Capital Management LLC12,754$795K0.0%+3.3%0.044%
2/1/2024Illinois Municipal Retirement Fund14,496$904K0.0%-1.9%0.050%
2/1/2024 Wedge Capital Management L L P NC69,630$4.34M0.1%-10.3%0.239%
1/31/2024abrdn plc514,035$32.06M0.1%-11.1%1.766%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank6,184$386K0.0%+32.8%0.021%
1/30/2024Strs Ohio13,000$810K0.0%-9.1%0.045%
1/29/2024 Louisiana State Employees Retirement System12,400$773K0.0%N/A0.043%
1/25/2024 Allspring Global Investments Holdings LLC101,374$6.32M0.0%-36.3%0.348%
1/24/2024 Arlington Trust Co LLC2,775$173K0.0%N/A0.010%
1/24/2024 New York State Teachers Retirement System55,850$3.48M0.0%-3.2%0.192%
1/24/2024Advisors Preferred LLC43,679$2.68M0.4%-44.1%0.150%
1/24/2024 Boston Trust Walden Corp696,982$43.47M0.3%+52.0%2.394%
1/23/2024Baker Ellis Asset Management LLC3,500$218K0.0%-27.1%0.012%
1/19/2024 State of Alaska Department of Revenue15,217$949K0.0%-2.0%0.052%
1/18/2024 Ritholtz Wealth Management16,081$1.00M0.0%-3.1%0.055%
1/17/2024 Assenagon Asset Management S.A.35,936$2.24M0.0%N/A0.123%
1/16/2024 Legato Capital Management LLC9,517$594K0.1%-4.8%0.033%
1/8/2024 Diversified Trust Co7,076$441K0.0%+4.0%0.024%
1/5/2024 O Keefe Stevens Advisory Inc.219,272$13.68M5.5%+0.4%0.753%
12/19/2023Public Employees Retirement System of Ohio41,218$2.32M0.0%+6.1%0.142%
12/18/2023Vanguard Group Inc.1,822,198$102.55M0.0%-0.8%6.260%
12/6/2023Citigroup Inc.14,698$827K0.0%-32.2%0.050%
11/30/2023American Century Companies Inc.982,113$55.27M0.0%+1.5%3.374%
11/17/2023 Diversified Trust Co6,807$383K0.0%+4.2%0.023%
11/17/2023Jacobs Levy Equity Management Inc.115,687$6.51M0.0%+714.5%0.397%
11/14/2023Schonfeld Strategic Advisors LLC40,223$2.26M0.0%N/A0.138%
11/14/2023Ancora Advisors LLC10,741$605K0.0%-44.7%0.037%
11/14/2023O Shaughnessy Asset Management LLC38,624$2.17M0.0%-20.4%0.133%
11/13/2023 Natixis Advisors L.P.11,108$625K0.0%-1.7%0.038%
11/13/2023Connor Clark & Lunn Investment Management Ltd.22,136$1.25M0.0%-50.2%0.076%
11/13/2023Eagle Asset Management Inc.204,620$11.52M0.1%+39.3%0.703%
11/13/2023Algert Global LLC54,630$3.08M0.1%+335.0%0.188%
11/13/2023Northern Trust Corp387,879$21.83M0.0%-0.2%1.333%
11/13/2023EAM Investors LLC28,609$1.61M0.3%N/A0.098%
11/13/2023Fuller & Thaler Asset Management Inc.393,244$22.13M0.1%-0.7%1.351%
11/13/2023Invesco Ltd.753,883$42.43M0.0%+207.4%2.590%
11/13/2023WINTON GROUP Ltd5,385$303K0.0%-14.6%0.019%
11/13/2023Envestnet Asset Management Inc.138,316$7.78M0.0%+445.4%0.475%
11/13/2023Grantham Mayo Van Otterloo & Co. LLC19,952$1.12M0.0%-74.9%0.069%
11/9/2023William Blair Investment Management LLC522,002$29.38M0.1%+2.8%1.793%
11/9/2023Rhumbline Advisers77,425$4.36M0.0%-1.0%0.266%
11/9/2023Deutsche Bank AG12,918$727K0.0%+12.6%0.044%
11/9/2023Homestead Advisers Corp25,300$1.42M0.0%N/A0.087%
11/9/2023Citigroup Inc.14,698$827K0.0%-32.2%0.050%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS16,664$938K0.0%-41.8%0.057%
11/9/2023Texas Permanent School Fund Corp21,170$1.19M0.0%-5.0%0.073%
11/9/2023Mutual of America Capital Management LLC4,369$246K0.0%-11.6%0.015%
11/8/2023HighTower Advisors LLC46,540$2.63M0.0%-44.6%0.160%
11/8/2023Pathstone Family Office LLC5,995$337K0.0%N/A0.021%
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11/8/2023Charles Schwab Investment Management Inc.326,729$18.39M0.0%+4.1%1.122%
11/8/2023Gabelli Funds LLC4,000$225K0.0%-20.0%0.014%
11/8/2023Gamco Investors INC. ET AL30,425$1.71M0.0%+13.0%0.105%
11/8/2023Swiss National Bank55,000$3.10M0.0%+1.1%0.189%
11/8/2023 Amalgamated Bank10,658$600K0.0%-4.0%0.037%
11/8/2023J.P. Morgan Private Wealth Advisors LLC11,520$648K0.0%-3.0%0.040%
11/7/2023Nkcfo LLC2,500$141K0.1%N/A0.009%
11/7/2023Advisors Preferred LLC78,176$4.44M1.4%+11.7%0.267%
11/7/2023Quantbot Technologies LP712$40K0.0%N/A0.002%
11/7/2023Barclays PLC12,505$705K0.0%-7.0%0.043%
(Data available from 1/1/2016 forward)

DFIN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFIN shares?

During the previous two years, 161 institutional investors and hedge funds held shares of Donnelley Financial Solutions. The most heavily invested institutionals were Simcoe Capital Management LLC ($111.15M), Vanguard Group Inc. ($108.07M), Mawer Investment Management Ltd. ($86.34M), Dimensional Fund Advisors LP ($59.16M), Rice Hall James & Associates LLC ($56.88M), American Century Companies Inc. ($55.27M), and Boston Trust Walden Corp ($43.47M).Learn more on DFIN's institutional investors.

What percentage of Donnelley Financial Solutions stock is owned by institutional investors?

93.84% of Donnelley Financial Solutions stock is owned by institutional investors. Learn more on DFIN's institutional investor holdings.

Which institutional investors have been buying Donnelley Financial Solutions stock?

Of the 111 institutional investors that purchased Donnelley Financial Solutions stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mawer Investment Management Ltd. ($1.43M), Boston Trust Walden Corp ($696.98K), William Blair Investment Management LLC ($522.00K), Invesco Ltd. ($508.64K), Marathon Asset Management Ltd ($507.91K), Simcoe Capital Management LLC ($494.73K), and Rockefeller Capital Management L.P. ($368.47K).

How much institutional buying is happening at Donnelley Financial Solutions?

Institutional investors have bought a total of 7,996,822 shares in the last 24 months. This purchase volume represents approximately $356.71M in transactions.

Which Donnelley Financial Solutions major shareholders have been selling company stock?

Of the 105 institutional investors that sold Donnelley Financial Solutions stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: abrdn plc ($645.31K), LSV Asset Management ($425.83K), Rice Hall James & Associates LLC ($420.19K), Wedge Capital Management L L P NC ($403.19K), Rockefeller Capital Management L.P. ($341.68K), Private Management Group Inc. ($304.99K), and American Century Companies Inc. ($276.51K).

How much institutional selling is happening at Donnelley Financial Solutions?

Institutional investors have sold a total of 5,114,327 shares in the last 24 months. This volume of shares sold represents approximately $228.16M in transactions.


This page (NYSE:DFIN) was last updated on 5/4/2024 by MarketBeat.com Staff

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