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Donnelley Financial Solutions (DFIN) Institutional Ownership

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$52.51 +1.44 (+2.81%)
As of 01:25 PM Eastern
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Institutional Ownership Changes (13F Filings) for Donnelley Financial Solutions (NYSE:DFIN)

Current
Institutional Ownership
Percentage
93.84%
Number of
Institutional Buyers
(last 12 months)
146
Total
Institutional Inflows
(last 12 months)
$266.12M
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$266.68M
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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
8/4/2025Amalgamated Bank7,332$452K0.0%-3.9%0.027%
8/4/2025Assetmark Inc.47,366$2.92M0.0%+17.7%0.171%
8/1/2025 Teacher Retirement System of Texas4,120$254K0.0%N/A0.015%
8/1/2025 Envestnet Asset Management Inc.161,998$9.99M0.0%-6.2%0.586%
7/31/2025 Caitong International Asset Management Co. Ltd507$31K0.0%+1,107.1%0.002%
7/30/2025 First Citizens Bank & Trust Co.8,705$537K0.0%N/A0.031%
7/29/2025 Mutual of America Capital Management LLC3,266$201K0.0%N/A0.012%
7/29/2025 William Blair Investment Management LLC410,773$25.32M0.1%+4.9%1.486%
7/28/2025 Bridges Investment Management Inc.20,684$1.28M0.0%+15.4%0.075%
7/28/2025 New York State Teachers Retirement System48,713$3.00M0.0%-3.0%0.176%
7/28/2025 Ritholtz Wealth Management10,531$649K0.0%-21.5%0.038%
7/28/2025 Boston Trust Walden Corp746,913$46.05M0.3%-2.1%2.702%
7/28/2025 Moran Wealth Management LLC52,072$3.21M0.1%-13.7%0.188%
7/25/2025 Envestnet Portfolio Solutions Inc.8,453$521K0.0%N/A0.031%
7/25/2025 Yousif Capital Management LLC9,487$585K0.0%-3.7%0.034%
7/25/2025 Allspring Global Investments Holdings LLC176,885$10.94M0.0%+43.5%0.640%
7/25/2025 CWM LLC690$43K0.0%+53.7%0.002%
7/24/2025 Inspire Investing LLC6,310$389K0.0%-19.8%0.023%
7/24/2025 Aberdeen Group plc460,334$28.38M0.0%+6.9%1.665%
7/23/2025 Maryland State Retirement & Pension System7,473$461K0.0%-3.5%0.027%
7/22/2025 O Keefe Stevens Advisory Inc.234,363$14.45M4.1%+2.2%0.848%
7/18/2025 Truist Financial Corp6,096$376K0.0%-30.2%0.022%
7/16/2025 State of Alaska Department of Revenue15,173$934K0.0%+3.1%0.055%
7/15/2025 Public Employees Retirement System of Ohio107,294$6.62M0.0%+48.7%0.388%
7/11/2025 Wedge Capital Management L L P NC22,798$1.41M0.0%-9.1%0.082%
7/10/2025 NorthCrest Asset Manangement LLC9,943$632K0.0%+2.1%0.036%
7/9/2025 Harbor Capital Advisors Inc.108,891$6.71M0.3%+77.8%0.394%
6/27/2025Goldman Sachs Group Inc.152,082$6.65M0.0%-40.4%0.550%
6/18/2025Voya Investment Management LLC12,673$554K0.0%+13.8%0.046%
6/3/2025 Inspire Investing LLC7,867$344K0.0%+22.7%0.028%
5/28/2025Strs Ohio7,400$323K0.0%N/A0.027%
5/20/2025Intech Investment Management LLC26,290$1.15M0.0%+34.4%0.095%
5/19/2025Jane Street Group LLC61,726$2.70M0.0%N/A0.223%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC101,954$4.46M0.0%+1.7%0.369%
5/16/2025Goldman Sachs Group Inc.152,082$6.65M0.0%-40.4%0.550%
5/16/2025Millennium Management LLC168,901$7.38M0.0%-24.3%0.611%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.16,683$729K0.0%+13.7%0.060%
5/16/2025AQR Capital Management LLC23,348$1.02M0.0%-15.4%0.084%
5/16/2025Amundi10,897$456K0.0%-15.9%0.039%
5/16/2025Ancora Advisors LLC15,837$692K0.0%+339.1%0.057%
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5/15/2025Vident Advisory LLC10,046$439K0.0%-76.2%0.036%
5/15/2025State of Wyoming4,832$211K0.0%-20.4%0.017%
5/15/2025Trexquant Investment LP14,234$622K0.0%N/A0.051%
5/15/2025OMERS ADMINISTRATION Corp13,200$577K0.0%N/A0.048%
5/14/2025Gamco Investors INC. ET AL15,355$671K0.0%+11.5%0.056%
5/14/2025Corebridge Financial Inc.14,608$639K0.0%+6.1%0.053%
5/14/2025Comerica Bank20,555$898K0.0%-21.5%0.074%
5/14/2025MetLife Investment Management LLC16,231$709K0.0%+2.4%0.059%
5/14/2025SVB Wealth LLC1,116$49K0.0%N/A0.004%
5/14/2025Martingale Asset Management L P27,219$1.19M0.0%+1.5%0.098%
5/14/2025BI Asset Management Fondsmaeglerselskab A S995$43K0.0%N/A0.004%
5/14/2025Fuller & Thaler Asset Management Inc.346,353$15.14M0.1%-0.5%1.253%
5/13/2025Northern Trust Corp587,158$25.67M0.0%+7.7%2.124%
5/13/2025Burgundy Asset Management Ltd.189,978$8.30M0.1%N/A0.687%
5/13/2025Algert Global LLC16,126$705K0.0%-27.8%0.058%
5/13/2025Raymond James Financial Inc.116,292$5.08M0.0%-29.7%0.421%
5/13/2025Cresset Asset Management LLC55,703$2.44M0.0%-0.9%0.202%
5/13/2025American Century Companies Inc.60,918$2.66M0.0%-93.9%0.220%
5/13/2025 Aberdeen Group plc430,553$18.82M0.0%+19.4%1.558%
5/13/2025Liontrust Investment Partners LLP14,766$645K0.0%N/A0.053%
5/13/2025Russell Investments Group Ltd.23,824$1.04M0.0%+4.7%0.086%
5/12/2025Public Sector Pension Investment Board84,182$3.68M0.0%+27.2%0.305%
5/12/2025Nuveen LLC111,215$4.86M0.0%N/A0.402%
5/12/2025Invesco Ltd.423,883$18.53M0.0%-58.7%1.534%
5/12/2025Connor Clark & Lunn Investment Management Ltd.32,194$1.41M0.0%+57.9%0.116%
5/12/2025Swiss National Bank53,100$2.32M0.0%-2.2%0.192%
5/12/2025Neumeier Poma Investment Counsel LLC275,080$12.02M1.3%-14.9%0.995%
5/12/2025 Maryland State Retirement & Pension System7,745$339K0.0%-14.1%0.028%
5/9/2025Deutsche Bank AG31,572$1.38M0.0%-6.2%0.114%
5/9/2025Charles Schwab Investment Management Inc.373,927$16.34M0.0%+0.1%1.353%
5/9/2025Vanguard Group Inc.1,868,709$81.68M0.0%+1.0%6.761%
5/9/2025PNC Financial Services Group Inc.37,922$1.66M0.0%+0.7%0.137%
5/8/2025Alberta Investment Management Corp150,000$6.56M0.0%-19.4%0.543%
5/8/2025 US Bancorp DE1,798$79K0.0%-19.8%0.007%
5/8/2025XTX Topco Ltd15,258$667K0.0%N/A0.055%
5/7/2025Mawer Investment Management Ltd.1,332,775$58.26M0.3%-23.2%4.822%
5/7/2025Meeder Asset Management Inc.2,484$109K0.0%+100.5%0.009%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank 9,947$435K0.0%+12.3%0.036%
5/6/2025Assetmark Inc.40,232$1.76M0.0%-22.9%0.146%
5/6/2025Royce & Associates LP37,046$1.62M0.0%-24.3%0.134%
5/6/2025Burney Co.22,846$999K0.0%-86.4%0.083%
5/6/2025Legato Capital Management LLC19,477$851K0.1%-2.8%0.070%
5/5/2025 Gallacher Capital Management LLC4,657$204K0.1%N/A0.017%
5/2/2025Victory Capital Management Inc.32,727$1.43M0.0%-5.9%0.115%
5/1/2025Rice Hall James & Associates LLC825,984$36.10M2.1%-2.1%2.895%
5/1/2025Isthmus Partners LLC33,287$1.46M0.2%N/A0.117%
5/1/2025 Louisiana State Employees Retirement System12,500$546K0.0%-2.3%0.044%
5/1/2025New York State Common Retirement Fund40,878$1.79M0.0%-9.1%0.143%
4/30/2025 Bridges Investment Management Inc.17,916$783K0.0%+111.3%0.063%
4/29/2025 Envestnet Asset Management Inc.172,622$7.55M0.0%+6.4%0.605%
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4/28/2025Principal Financial Group Inc.132,544$5.79M0.0%+2.6%0.465%
4/25/2025 New York State Teachers Retirement System50,222$2.20M0.0%-3.5%0.176%
4/24/2025Marathon Asset Management Ltd205,688$8.99M0.3%-9.6%0.721%
4/24/2025 Allspring Global Investments Holdings LLC123,287$5.42M0.0%-17.4%0.432%
4/24/2025Illinois Municipal Retirement Fund15,159$663K0.0%+8.1%0.053%
4/23/2025 Moran Wealth Management LLC60,311$2.64M0.1%N/A0.211%
4/21/2025 Boston Trust Walden Corp762,656$33.34M0.2%-1.4%2.673%
4/21/2025 State of Alaska Department of Revenue14,711$643K0.0%-2.9%0.052%
4/17/2025 Exchange Traded Concepts LLC5,629$246K0.0%-65.4%0.020%
4/17/2025 Ritholtz Wealth Management13,416$586K0.0%-11.4%0.047%
(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, 233 institutional investors and hedge funds held shares of Donnelley Financial Solutions. The most heavily invested institutionals were Vanguard Group Inc. ($81.68M), State Street Corp ($69.83M), Mawer Investment Management Ltd. ($58.26M), Dimensional Fund Advisors LP ($55.17M), Simcoe Capital Management LLC ($48.56M), Boston Trust Walden Corp ($46.05M), and Rockefeller Capital Management L.P. ($40.25M).Learn more on Donnelley Financial Solutions' 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 186 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. ($1.11M), Boston Trust Walden Corp ($697.33K), Invesco Ltd. ($508.64K), Frontier Capital Management Co. LLC ($419.71K), Port Capital LLC ($368.47K), Price T Rowe Associates Inc. MD ($342.94K), and Tidal Investments LLC ($312.36K).

How much institutional buying is happening at Donnelley Financial Solutions?

Institutional investors have bought a total of 4,501,250 shares in the last 24 months. This purchase volume represents approximately $266.12M in transactions.

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

Of the 99 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: American Century Companies Inc. ($1.09M), Mawer Investment Management Ltd. ($778.34K), Invesco Ltd. ($719.94K), Simcoe Capital Management LLC ($502.64K), Goldman Sachs Group Inc. ($205.87K), Burney Co. ($159.97K), and William Blair Investment Management LLC ($126.78K).

How much institutional selling is happening at Donnelley Financial Solutions?

Institutional investors have sold a total of 5,047,530 shares in the last 24 months. This volume of shares sold represents approximately $266.68M in transactions.



This page (NYSE:DFIN) was last updated on 8/4/2025 by MarketBeat.com Staff
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