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Donnelley Financial Solutions (DFIN) Institutional Ownership

Donnelley Financial Solutions logo
$47.98 +0.69 (+1.45%)
As of 11:10 AM 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)
112
Total
Institutional Inflows
(last 12 months)
$345.45M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$241.21M
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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
7/10/2026 Wedge Capital Management L L P NC36,151$1.52M0.0%+38.2%0.145%
5/22/2026Access Investment Management LLC233,835$11.02M2.9%+6.5%0.936%
5/20/2026Liontrust Investment Partners LLP7,912$373K0.0%-4.2%0.032%
5/19/2026Bank of America Corp DE144,496$6.81M0.0%-11.2%0.578%
5/18/2026Amundi4,442$209K0.0%N/A0.018%
5/18/2026California State Teachers Retirement System35,691$1.68M0.0%+40.9%0.143%
5/18/2026Royal Bank of Canada4,744$225K0.0%-39.1%0.019%
5/18/2026Empowered Funds LLC6,696$316K0.0%N/A0.027%
5/16/2026The Manufacturers Life Insurance Company 11,237$530K0.0%-4.1%0.045%
5/16/2026Quantinno Capital Management LP23,986$1.13M0.0%+11.7%0.096%
5/15/2026Rice Hall James & Associates LLC780,037$36.77M2.0%+1.8%3.123%
5/14/2026Public Employees Retirement System of Ohio101,766$4.80M0.0%-1.2%0.407%
5/14/2026Arrowstreet Capital Limited Partnership71,902$3.39M0.0%+198.4%0.288%
5/14/2026Caxton Associates LLP11,826$557K0.0%+21.9%0.047%
5/14/2026Sei Investments Co.8,781$414K0.0%-4.9%0.035%
5/14/2026Lido Advisors LLC6,325$298K0.0%+30.2%0.025%
5/14/2026State of Wyoming9,319$439K0.1%+598.1%0.037%
5/13/2026First Trust Advisors LP32,146$1.52M0.0%-30.9%0.129%
5/8/2026PNC Financial Services Group Inc.22,982$1.08M0.0%-34.2%0.092%
5/7/2026Dimensional Fund Advisors LP686,331$32.35M0.0%-1.5%2.679%
5/7/2026Swiss National Bank49,900$2.35M0.0%-3.3%0.195%
5/6/2026 Assetmark Inc.53,171$2.51M0.0%+6.0%0.208%
5/6/2026Allspring Global Investments Holdings LLC64,995$2.99M0.0%+6.0%0.254%
5/5/2026Bank of New York Mellon Corp146,388$6.90M0.0%-3.6%0.571%
5/5/2026Illinois Municipal Retirement Fund13,762$649K0.0%-14.6%0.054%
5/4/2026Principal Financial Group Inc.129,497$6.10M0.0%+2.2%0.505%
5/1/2026Fifth Third Bancorp21,738$1.03M0.0%+13,834.6%0.085%
4/30/2026 Isthmus Partners LLC72,901$3.44M0.4%+2.5%0.285%
4/27/2026Moran Wealth Management LLC45,493$2.15M0.1%+2.5%0.178%
4/27/2026 New York State Teachers Retirement System41,261$1.95M0.0%-6.1%0.161%
4/25/2026 Boston Trust Walden Corp467,079$22.02M0.2%-10.2%1.823%
4/23/2026Inspire Investing LLC46,150$2.18M0.2%+360.7%0.180%
4/22/2026Janney Montgomery Scott LLC56,694$2.67M0.0%+5.5%0.221%
4/21/2026 Louisiana State Employees Retirement System11,800$556K0.0%N/A0.046%
4/20/2026Ritholtz Wealth Management9,953$469K0.0%-3.4%0.039%
4/20/2026 Blue Trust Inc.643$30K0.0%+109.4%0.003%
4/20/2026 Assenagon Asset Management S.A.6,896$325K0.0%-8.8%0.027%
4/16/2026SG Americas Securities LLC31,532$1.49M0.0%+74.0%0.123%
4/16/2026Evolve Private Wealth LLC9,374$442K0.0%+7.9%0.037%
3/17/2026Rockefeller Capital Management L.P.11,712$547K0.0%-95.9%0.046%
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2/24/2026 Villanova Investment Management Co LLC50,625$2.36M1.7%N/A0.198%
2/19/2026Invesco Ltd.86,739$4.05M0.0%-78.5%0.327%
2/19/2026Alberta Investment Management Corp879,600$41.07M0.2%+151.3%3.314%
2/18/2026 First Citizens Bank & Trust Co.8,120$379K0.0%+2.8%0.031%
2/18/2026State of Tennessee Department of Treasury12,340$639K0.0%+99.8%0.047%
2/18/2026Mackenzie Financial Corp4,878$230K0.0%-52.6%0.018%
2/18/2026Fuller & Thaler Asset Management Inc.290,414$13.56M0.0%+24.5%1.094%
2/18/2026XTX Topco Ltd32,186$1.50M0.0%+143.2%0.121%
2/18/2026Voloridge Investment Management LLC5,929$277K0.0%N/A0.022%
2/18/2026Twinbeech Capital LP6,000$280K0.0%N/A0.023%
2/18/2026Numerai GP LLC26,625$1.24M0.1%+122.6%0.100%
2/18/2026Millennium Management LLC91,370$4.27M0.0%+1,080.9%0.344%
2/18/2026Man Group plc59,924$2.80M0.0%-12.2%0.226%
2/18/2026Inspire Investing LLC10,017$468K0.0%+13.2%0.038%
2/18/2026Gotham Asset Management LLC19,556$913K0.0%+7.1%0.074%
2/18/2026Evolve Private Wealth LLC8,688$406K0.0%N/A0.033%
2/18/2026Balyasny Asset Management L.P.62,934$2.94M0.0%N/A0.237%
2/17/2026Freestone Grove Partners LP8,556$399K0.0%-46.9%0.032%
2/17/2026AQR Capital Management LLC26,112$1.22M0.0%+9.9%0.098%
2/17/2026Laurion Capital Management LP15,631$730K0.0%N/A0.059%
2/17/2026Price T Rowe Associates Inc. MD36,829$1.72M0.0%-90.6%0.139%
2/17/2026Public Employees Retirement System of Ohio102,969$4.81M0.0%-16.2%0.388%
2/17/2026Russell Investments Group Ltd.81,019$3.78M0.0%+37.2%0.305%
2/17/2026ExodusPoint Capital Management LP16,968$792K0.0%-4.3%0.064%
2/17/2026Royal Bank of Canada7,792$364K0.0%-81.9%0.029%
2/17/2026Rice Hall James & Associates LLC765,939$35.76M2.0%+0.9%2.886%
2/17/2026Alberta Investment Management Corp879,600$41.07M0.1%+151.3%3.314%
2/16/2026Squarepoint Ops LLC20,201$943K0.0%+90.0%0.076%
2/16/2026Verition Fund Management LLC37,886$1.77M0.0%N/A0.143%
2/16/2026Winmill & CO. Inc.195,859$9.15M2.4%-19.4%0.738%
2/16/2026Barclays PLC39,858$1.86M0.0%+5.0%0.150%
2/16/2026Bridge City Capital LLC57,333$2.68M0.8%-10.9%0.216%
2/13/2026The Manufacturers Life Insurance Company 11,712$547K0.0%-8.8%0.044%
2/13/2026CANADA LIFE ASSURANCE Co22,151$1.03M0.0%-32.4%0.083%
2/13/2026Simcoe Capital Management LLC1,049,790$49.02M8.8%-11.6%3.956%
2/13/2026Public Sector Pension Investment Board91,851$4.29M0.0%-14.4%0.346%
2/13/2026First Trust Advisors LP46,510$2.17M0.0%+47.7%0.175%
2/13/2026State Street Corp1,205,383$56.28M0.0%-1.0%4.542%
2/13/2026Martingale Asset Management L P11,617$542K0.0%-56.2%0.044%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC75,998$3.55M0.0%+2.1%0.286%
2/13/2026Wells Fargo & Company MN29,264$1.37M0.0%+61.4%0.110%
2/12/2026Jane Street Group LLC109,489$5.11M0.0%+23.6%0.413%
2/12/2026MetLife Investment Management LLC14,605$682K0.0%-9.4%0.055%
2/12/2026Dimensional Fund Advisors LP696,686$32.53M0.0%-0.5%2.625%
2/12/2026Integrated Quantitative Investments LLC28,980$1.35M0.3%+54.7%0.109%
2/12/2026Ensign Peak Advisors Inc1,703$80K0.0%-61.8%0.006%
2/12/2026Fuller & Thaler Asset Management Inc.290,414$13.56M0.0%+24.5%1.094%
2/12/2026Campbell & CO Investment Adviser LLC16,498$770K0.0%N/A0.062%
2/12/2026Loomis Sayles & Co. L P293,764$13.72M0.0%+8.1%1.107%
2/12/2026Swiss National Bank51,600$2.41M0.0%+1.4%0.194%
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2/12/2026Nuveen LLC83,852$3.92M0.0%-2.2%0.316%
2/11/2026Illinois Municipal Retirement Fund16,115$752K0.0%+15.3%0.061%
2/11/2026Janney Montgomery Scott LLC53,758$2.51M0.0%-4.2%0.203%
2/11/2026Deutsche Bank AG34,091$1.59M0.0%+3.8%0.128%
2/11/2026Franklin Resources Inc.25,865$1.21M0.0%+89.9%0.097%
2/11/2026O Shaughnessy Asset Management LLC17,293$807K0.0%-11.3%0.065%
2/11/2026JPMorgan Chase & Co.366,378$17.11M0.0%+2.3%1.380%
2/11/2026State of Wyoming1,335$62K0.0%-81.7%0.005%
2/10/2026Lido Advisors LLC4,857$244K0.0%+5.0%0.018%
2/10/2026Goldman Sachs Group Inc.199,366$9.31M0.0%+45.0%0.751%


DFIN Institutional Ownership - Frequently Asked Questions

During the previous two years, 237 institutional investors and hedge funds held shares of Donnelley Financial Solutions. The most heavily invested institutionals were Vanguard Group Inc. ($85.48M), Thrivent Financial for Lutherans ($57.85M), State Street Corp ($56.28M), Simcoe Capital Management LLC ($49.02M), Alberta Investment Management Corp ($41.07M), Mawer Investment Management Ltd. ($40.13M), and Westwood Holdings Group Inc. ($37.60M).Learn more on Donnelley Financial Solutions' institutional investors.

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

Of the 197 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: Alberta Investment Management Corp ($1.26M), Westwood Holdings Group Inc. ($1.22M), Alliancebernstein L.P. ($562.14K), Frontier Capital Management Co. LLC ($449.56K), Royce & Associates LP ($420.72K), Simcoe Capital Management LLC ($413.03K), and Port Capital LLC ($368.47K).

Institutional investors have bought a total of 6,381,695 shares in the last 24 months. This purchase volume represents approximately $345.45M in transactions.

Of the 94 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: Rockefeller Capital Management L.P. ($603.37K), Mawer Investment Management Ltd. ($473.21K), Invesco Ltd. ($413.36K), Price T Rowe Associates Inc. MD ($356.85K), Boston Trust Walden Corp ($279.83K), Aberdeen Group plc ($268.67K), and O Keefe Stevens Advisory Inc. ($230.39K).

Institutional investors have sold a total of 4,646,255 shares in the last 24 months. This volume of shares sold represents approximately $241.21M in transactions.



This page (NYSE:DFIN) was last updated on 8/3/2026 by MarketBeat.com Staff.
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