Donnelley Financial Solutions (DFIN) Institutional Ownership

$69.06

+0.85 (+1.25%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 93.84%
Number of Institutional Buyers (last 12 months): 76
Total Institutional Inflows (last 12 months): $253.38M

Number of Institutional Sellers (last 12 months): 75
Total Institutional Outflows (last 12 months): $125.30M

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DFIN Institutional Buying and Selling by Quarter

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Donnelley Financial Solutions Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Legato Capital Management LLC	9,629	$574K	0.1%	-2.0%	0.033%
7/26/2024	Access Investment Management LLC	218,505	$13.03M	4.2%	+0.1%	0.745%
7/26/2024	Allspring Global Investments Holdings LLC	137,200	$8.18M	0.0%	-3.1%	0.468%
7/26/2024	Bank of New York Mellon Corp	194,737	$11.61M	0.0%	-5.7%	0.664%
7/24/2024	Louisiana State Employees Retirement System	12,500	$745K	0.0%	+1.6%	0.043%
7/24/2024	SummerHaven Investment Management LLC	15,839	$944K	0.6%	+1.6%	0.054%
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7/19/2024	Boston Trust Walden Corp	809,689	$48.27M	0.4%	+0.0%	2.762%
7/18/2024	Ellsworth Advisors LLC	9,409	$561K	0.2%	+6.4%	0.032%
7/18/2024	Assenagon Asset Management S.A.	28,530	$1.70M	0.0%	-23.6%	0.097%
7/17/2024	Wedge Capital Management L L P NC	41,155	$2.45M	0.0%	-37.5%	0.140%
7/16/2024	Diversified Trust Co	7,702	$459K	0.0%	+6.7%	0.026%
7/10/2024	CWM LLC	472	$28K	0.0%	+72.3%	0.002%
5/22/2024	Burney Co.	60,862	$3.77M	0.1%	N/A	0.208%
5/17/2024	Comerica Bank	39,233	$2.43M	0.0%	-8.5%	0.134%
5/17/2024	Castleark Management LLC	58,650	$3.64M	0.2%	-12.4%	0.200%
5/16/2024	California State Teachers Retirement System	26,052	$1.62M	0.0%	-0.9%	0.089%
5/16/2024	Jacobs Levy Equity Management Inc.	282,430	$17.51M	0.1%	-4.4%	0.963%
5/15/2024	Public Employees Retirement System of Ohio	47,303	$2.93M	0.0%	-9.0%	0.161%
5/15/2024	Public Employees Retirement Association of Colorado	4,006	$248K	0.0%	-7.8%	0.014%
5/15/2024	Price T Rowe Associates Inc. MD	328,664	$20.38M	0.0%	+1,178.5%	1.121%
5/15/2024	Quadrature Capital Ltd	27,321	$1.69M	0.0%	N/A	0.093%
5/15/2024	Gamco Investors INC. ET AL	31,425	$1.95M	0.0%	+3.3%	0.107%
5/14/2024	Vident Advisory LLC	55,332	$3.43M	0.1%	N/A	0.189%
5/14/2024	Shell Asset Management Co.	6,013	$373K	0.0%	-3.3%	0.021%
5/14/2024	MQS Management LLC	4,645	$288K	0.2%	N/A	0.016%
5/14/2024	CANADA LIFE ASSURANCE Co	31,884	$1.98M	0.0%	+3.8%	0.109%
5/13/2024	UniSuper Management Pty Ltd	4,884	$303K	0.0%	N/A	0.017%
5/13/2024	O Shaughnessy Asset Management LLC	26,857	$1.67M	0.0%	+3.3%	0.092%
5/10/2024	Vanguard Group Inc.	1,714,790	$106.33M	0.0%	-1.0%	5.849%
5/10/2024	Homestead Advisers Corp	56,900	$3.53M	0.1%	+24.5%	0.194%
5/9/2024	Private Management Group Inc.	73,371	$4.55M	0.2%	-48.1%	0.250%
5/9/2024	State Board of Administration of Florida Retirement System	10,399	$645K	0.0%	+46.9%	0.035%
5/8/2024	Entropy Technologies LP	3,373	$209K	0.0%	N/A	0.012%
5/8/2024	William Blair Investment Management LLC	445,815	$27.65M	0.1%	+0.8%	1.521%
5/8/2024	Advisors Preferred LLC	33,848	$2.10M	0.4%	-22.5%	0.115%
5/8/2024	ProShare Advisors LLC	4,989	$309K	0.0%	+7.4%	0.017%
5/8/2024	US Bancorp DE	10,919	$677K	0.0%	-6.4%	0.037%
5/8/2024	Russell Investments Group Ltd.	40,364	$2.50M	0.0%	-5.5%	0.138%
5/8/2024	Inspire Investing LLC	20,254	$1.26M	0.1%	+9.9%	0.069%
5/7/2024	Sei Investments Co.	34,177	$2.12M	0.0%	-41.8%	0.117%
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5/7/2024	Swiss National Bank	51,700	$3.21M	0.0%	+5.1%	0.176%
5/7/2024	Illinois Municipal Retirement Fund	14,125	$876K	0.0%	-2.6%	0.048%
5/7/2024	SG Americas Securities LLC	13,034	$808K	0.0%	N/A	0.044%
5/7/2024	Empowered Funds LLC	97,423	$6.04M	0.1%	N/A	0.332%
5/6/2024	Mawer Investment Management Ltd.	2,042,204	$126.64M	0.6%	+47.5%	6.965%
5/6/2024	Texas Permanent School Fund Corp	21,654	$1.34M	0.0%	+1.3%	0.074%
5/1/2024	Janney Montgomery Scott LLC	53,381	$3.31M	0.0%	+4.8%	0.181%
5/1/2024	BNP Paribas Financial Markets	18,974	$1.18M	0.0%	+2.3%	0.064%
4/26/2024	Yousif Capital Management LLC	11,116	$689K	0.0%	-12.8%	0.038%
4/25/2024	New York State Teachers Retirement System	54,650	$3.39M	0.0%	-2.1%	0.186%
4/24/2024	Spire Wealth Management	409	$25K	0.0%	-50.2%	0.001%
4/24/2024	Assenagon Asset Management S.A.	37,361	$2.32M	0.0%	+4.0%	0.127%
4/23/2024	Bfsg LLC	1,203	$75K	0.0%	-31.1%	0.004%
4/23/2024	Rice Hall James & Associates LLC	917,210	$56.88M	3.3%	-3.3%	3.116%
4/18/2024	Allspring Global Investments Holdings LLC	141,555	$8.78M	0.0%	+39.6%	0.481%
4/12/2024	Bridge City Capital LLC	6,005	$372K	0.1%	+17.9%	0.020%
3/11/2024	Vanguard Group Inc.	1,732,673	$108.07M	0.0%	-4.9%	5.956%
3/5/2024	Fisher Asset Management LLC	102,123	$6.37M	0.0%	-4.1%	0.351%
2/14/2024	Corsair Capital Management L.P.	10,091	$629K	0.2%	-9.0%	0.035%
2/13/2024	Homestead Advisers Corp	45,700	$2.85M	0.1%	+80.6%	0.157%
2/13/2024	Campbell & CO Investment Adviser LLC	12,629	$788K	0.1%	N/A	0.043%
2/12/2024	Alberta Investment Management Corp	273,777	$17.08M	0.2%	-9.1%	0.940%
2/12/2024	Eagle Asset Management Inc.	196,410	$12.25M	0.1%	-4.0%	0.675%
2/9/2024	US Bancorp DE	11,668	$728K	0.0%	+506.8%	0.040%
2/9/2024	Assetmark Inc.	35,850	$2.24M	0.0%	+5.8%	0.123%
2/8/2024	Panagora Asset Management Inc.	160,879	$10.03M	0.1%	-1.2%	0.553%
2/8/2024	Janney Montgomery Scott LLC	50,923	$3.18M	0.0%	N/A	0.175%
2/7/2024	Principal Financial Group Inc.	142,795	$8.91M	0.0%	-0.9%	0.491%
2/7/2024	USA Financial Formulas	1,159	$72K	0.0%	N/A	0.004%
2/7/2024	Dimensional Fund Advisors LP	948,480	$59.16M	0.0%	-1.3%	3.258%
2/7/2024	Seizert Capital Partners LLC	82,322	$5.13M	0.3%	-13.7%	0.283%
2/7/2024	BNP Paribas Financial Markets	18,551	$1.16M	0.0%	-31.1%	0.064%
2/7/2024	Teacher Retirement System of Texas	14,686	$916K	0.0%	-9.5%	0.050%
2/7/2024	Mawer Investment Management Ltd.	1,384,369	$86.34M	0.4%	+38.4%	4.756%
2/7/2024	Access Investment Management LLC	218,145	$13.61M	5.1%	N/A	0.749%
2/6/2024	Charles Schwab Investment Management Inc.	328,050	$20.46M	0.0%	+0.4%	1.127%
2/6/2024	Maryland State Retirement & Pension System	8,990	$561K	0.0%	-2.1%	0.031%
2/6/2024	LSV Asset Management	4,800	$299K	0.0%	-98.3%	0.016%
2/6/2024	Amalgamated Bank	9,957	$621K	0.0%	-6.6%	0.034%
2/6/2024	Natixis Advisors L.P.	11,661	$727K	0.0%	+5.0%	0.040%
2/6/2024	Swiss National Bank	49,200	$3.07M	0.0%	-10.5%	0.169%
2/6/2024	Fisher Asset Management LLC	102,086	$6.37M	0.0%	-4.1%	0.351%
2/5/2024	Victory Capital Management Inc.	53,869	$3.36M	0.0%	+32.0%	0.185%
2/5/2024	SummerHaven Investment Management LLC	15,436	$963K	0.6%	+1.2%	0.053%
2/5/2024	Russell Investments Group Ltd.	42,701	$2.66M	0.0%	+37.2%	0.147%
2/2/2024	Bfsg LLC	1,745	$109K	0.0%	N/A	0.006%
2/2/2024	Private Management Group Inc.	141,259	$8.81M	0.3%	-46.8%	0.485%
2/1/2024	Yousif Capital Management LLC	12,754	$795K	0.0%	+3.3%	0.044%
2/1/2024	Illinois Municipal Retirement Fund	14,496	$904K	0.0%	-1.9%	0.050%
2/1/2024	Wedge Capital Management L L P NC	69,630	$4.34M	0.1%	-10.3%	0.239%
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1/31/2024	abrdn plc	514,035	$32.06M	0.1%	-11.1%	1.766%
1/30/2024	Zurcher Kantonalbank Zurich Cantonalbank	6,184	$386K	0.0%	+32.8%	0.021%
1/30/2024	Strs Ohio	13,000	$810K	0.0%	-9.1%	0.045%
1/29/2024	Louisiana State Employees Retirement System	12,400	$773K	0.0%	N/A	0.043%
1/25/2024	Allspring Global Investments Holdings LLC	101,374	$6.32M	0.0%	-36.3%	0.348%
1/24/2024	Arlington Trust Co LLC	2,775	$173K	0.0%	N/A	0.010%
1/24/2024	New York State Teachers Retirement System	55,850	$3.48M	0.0%	-3.2%	0.192%
1/24/2024	Advisors Preferred LLC	43,679	$2.68M	0.4%	-44.1%	0.150%
1/24/2024	Boston Trust Walden Corp	696,982	$43.47M	0.3%	+52.0%	2.394%
1/23/2024	Baker Ellis Asset Management LLC	3,500	$218K	0.0%	-27.1%	0.012%

(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, 163 institutional investors and hedge funds held shares of Donnelley Financial Solutions. The most heavily invested institutionals were Mawer Investment Management Ltd. ($126.64M), Simcoe Capital Management LLC ($111.15M), Vanguard Group Inc. ($106.33M), Dimensional Fund Advisors LP ($59.16M), Rice Hall James & Associates LLC ($56.88M), American Century Companies Inc. ($55.27M), and Boston Trust Walden Corp ($48.27M).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. ($2.09M), Boston Trust Walden Corp ($697.33K), William Blair Investment Management LLC ($525.42K), 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 8,632,711 shares in the last 24 months. This purchase volume represents approximately $414.40M in transactions.
Which Donnelley Financial Solutions major shareholders have been selling company stock?: Of the 107 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 ($412.08K), Private Management Group Inc. ($372.88K), Rockefeller Capital Management L.P. ($341.68K), and American Century Companies Inc. ($276.51K).
How much institutional selling is happening at Donnelley Financial Solutions?: Institutional investors have sold a total of 5,138,854 shares in the last 24 months. This volume of shares sold represents approximately $234.90M in transactions.