Donnelley Financial SolutionDFIN
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 245 institutions reported holding Donnelley Financial Solution (DFIN) in their 13F filings, up 12 from Q1 2025. 32 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($239.6M), Vanguard Group Inc. ($112.0M) and Morgan Stanley ($74.5M). 7 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Donnelley Financial Solution
- CUSIP
- 25787G100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $49.7M |
| Exits | 25 | $30.1M |
All 13F filers, Q1 2025 → Q2 2025: 2,986,401 shares bought and 2,468,846 shares sold, net +517,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 245 holders
| BlackRock, Inc. | 0.00% | Reduce -9.0% | 3,886,829 | $239.6M |
| Vanguard Group Inc. | 0.00% | Reduce -2.8% | 1,817,358 | $112.0M |
| Morgan Stanley | 0.00% | Add +15.1% | 1,208,246 | $74.5M |
| State Street Corp. | 0.00% | Reduce -4.1% | 1,146,871 | $70.7M |
| Thrivent Financial for Lutherans | 0.16% | Reduce -4.9% | 1,145,812 | $70.6M |
| Mawer Investment Management Ltd. | 0.34% | Reduce -19.4% | 1,074,386 | $66.2M |
| Simcoe Capital Management, LLC | 9.33% | Add +34.0% | 1,037,735 | $64.0M |
| Rice Hall James & Associates, LLC | 2.77% | Add +1.0% | 834,595 | $51.5M |
| Boston Trust Walden Corp | 0.33% | Reduce -2.1% | 746,913 | $46.0M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -7.1% | 724,617 | $44.7M |
| Westwood Holdings Group Inc. | 0.27% | New | 609,939 | $37.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -4.3% | 608,868 | $37.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.9% | 601,115 | $37.1M |
| Alliancebernstein L.P. | 0.01% | Add +1842.5% | 592,653 | $36.5M |
| Frontier Capital Management Co. LLC | 0.32% | Add +5.7% | 554,828 | $34.2M |
| Shapiro Capital Management LLC | 1.45% | Add +53.6% | 534,646 | $33.0M |
| Northern Trust Corp. | 0.00% | Reduce -12.6% | 513,035 | $31.6M |
| Invesco Ltd. | 0.01% | Add +18.0% | 500,100 | $30.8M |
| Aberdeen Group plc | 0.05% | Add +6.9% | 460,334 | $28.4M |
| William Blair Investment Management, LLC | 0.07% | Add +4.9% | 410,773 | $25.3M |
| Fuller & Thaler Asset Management, Inc. | 0.09% | Add +12.1% | 388,417 | $23.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.5% | 368,225 | $22.7M |
| JPMorgan Chase & Co. | 0.00% | Add +2.6% | 366,904 | $22.6M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -8.4% | 323,471 | $19.9M |
| Ophir Asset Management Pty Ltd | 2.96% | Reduce -39.3% | 290,938 | $18.6M |
| Public Employees Retirement Association of Colorado | 0.06% | No change | 245,674 | $15.1M |
| Winmill & Co. Inc. | 4.17% | No change | 243,000 | $15.0M |
| O'Keefe Stevens Advisory, Inc. | 4.06% | Add +2.2% | 234,363 | $14.4M |
| Neumeier Poma Investment Counsel LLC | 1.27% | Reduce -19.8% | 220,730 | $13.6M |
| Access Investment Management LLC | 3.85% | — | 219,270 | $13.5M |
| Marathon Asset Management Ltd | 0.40% | Reduce -1.4% | 202,824 | $12.5M |
| Alberta Investment Management Corp | 0.10% | Add +33.3% | 200,000 | $12.3M |
| Millennium Management | 0.01% | Add +14.0% | 192,515 | $11.9M |
| Loomis Sayles & Co. L P | 0.01% | Add +27.1% | 180,427 | $11.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +43.5% | 176,885 | $10.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.8% | 171,057 | $10.5M |
| Royce & Associates LP | 0.11% | Add +357.3% | 169,418 | $10.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.2% | 161,998 | $10.0M |
| Janus Henderson Group PLC | 0.00% | Add +1115.0% | 155,240 | $9.6M |
| Bank of America Corp. | 0.00% | Add +46.9% | 154,348 | $9.5M |
| D. E. Shaw & Co. | 0.01% | Reduce -8.5% | 129,718 | $8.0M |
| Principal Financial Group Inc. | 0.00% | Reduce -4.8% | 126,215 | $7.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +22.6% | 125,001 | $7.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.2% | 118,286 | $7.3M |
| Harbor Capital Advisors, Inc. | 0.28% | Add +77.8% | 108,891 | $6.7M |
| Public Employees Retirement System of Ohio | 0.02% | Add +48.7% | 107,294 | $6.6M |
| Global Value Investment Corp. | 9.50% | Reduce -0.8% | 106,610 | $6.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -12.8% | 101,381 | $6.3M |
| Two Sigma Advisers, LP | 0.01% | Reduce -23.9% | 99,100 | $6.1M |
| Nuveen, LLC | 0.00% | Reduce -21.2% | 87,633 | $5.4M |
| Public Sector Pension Investment Board | 0.02% | Add +3.0% | 86,697 | $5.3M |
| Citadel Advisors | 0.00% | Reduce -15.1% | 84,401 | $5.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +22.8% | 76,988 | $4.7M |
| Rhumbline Advisers | 0.00% | Add +3.0% | 76,932 | $4.7M |
| Legal & General Group Plc | 0.00% | Add +1.7% | 72,818 | $4.5M |
| Man Group plc | 0.01% | Reduce -2.5% | 69,207 | $4.3M |
| Globeflex Capital L P | 0.35% | No change | 68,494 | $4.2M |
| Fisher Asset Management | 0.00% | Reduce -25.5% | 68,204 | $4.2M |
| American Century Companies Inc. | 0.00% | Add +6.0% | 64,579 | $4.0M |
| Cresset Asset Management, LLC | 0.02% | Add +13.7% | 63,323 | $3.9M |
| UBS Group AG | 0.00% | Reduce -41.7% | 61,536 | $3.8M |
| Prudential Financial Inc. | 0.00% | Reduce -3.2% | 60,409 | $3.7M |
| First Trust Advisors LP | 0.00% | Add +57.5% | 59,391 | $3.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.9% | 55,315 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.0% | 55,283 | $3.4M |
| Isthmus Partners, LLC | 0.40% | Add +65.2% | 54,987 | $3.4M |
| King Luther Capital Management Corp. | 0.01% | New | 54,733 | $3.4M |
| Barclays PLC | 0.00% | Add +27.3% | 53,644 | $3.3M |
| Moran Wealth Management, LLC | 0.10% | Reduce -13.7% | 52,072 | $3.2M |
| Swiss National Bank | 0.00% | Reduce -2.5% | 51,800 | $3.2M |
| New York State Teachers Retirement System | 0.01% | Reduce -3.0% | 48,713 | $3.0M |
| Bridge City Capital, LLC | 0.82% | Add +0.3% | 47,659 | $2.9M |
| Assetmark, Inc. | 0.01% | Add +17.7% | 47,366 | $2.9M |
| Two Sigma Investments, LP | 0.01% | Reduce -66.5% | 45,922 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +15.4% | 41,436 | $2.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.9% | 36,838 | $2.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +46.9% | 35,000 | $2.2M |
| Victory Capital Management Inc. | 0.00% | Add +2.3% | 33,482 | $2.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -8.0% | 31,794 | $2.0M |
| Deutsche Bank AG | 0.00% | Reduce -6.6% | 29,475 | $1.8M |
| Sei Investments Co. | 0.00% | Add +210.1% | 27,794 | $1.7M |
| Martingale Asset Management L P | 0.04% | No change | 27,219 | $1.7M |
| OP Asset Management Ltd | 0.02% | Reduce -43.4% | 27,129 | $1.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -16.5% | 26,869 | $1.7M |
| California State Teachers Retirement System | 0.00% | Reduce -0.9% | 25,427 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -40.0% | 23,297 | $1.4M |
| Bank of Montreal | 0.00% | Reduce -2.2% | 22,960 | $1.4M |
| Wedge Capital Management L L P | 0.03% | Reduce -9.2% | 22,798 | $1.4M |
| Assenagon Asset Management S.A. | 0.00% | No change | 22,511 | $1.4M |
| Trexquant Investment LP | 0.01% | Add +51.0% | 21,492 | $1.3M |
| Comerica Bank | 0.01% | Add +3.7% | 21,308 | $1.3M |
| Freestone Grove Partners LP | 0.01% | New | 21,274 | $1.3M |
| AQR Capital Management | 0.00% | Reduce -10.4% | 20,930 | $1.3M |
| Bridges Investment Management Inc. | 0.02% | Add +15.4% | 20,684 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -17.0% | 19,651 | $1.2M |
| Voya Investment Management LLC | 0.00% | Add +53.7% | 19,483 | $1.2M |
| Legato Capital Management LLC | 0.14% | Reduce -0.6% | 19,365 | $1.2M |
| Creative Planning | 0.00% | Add +141.2% | 18,586 | $1.1M |
| New York State Common Retirement Fund | 0.00% | Reduce -55.2% | 18,309 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -70.5% | 18,209 | $1.1M |
| Gotham Asset Management | 0.01% | New | 18,026 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +0.9% | 17,913 | $1.1M |
| James Investment Research, Inc. | 0.13% | No change | 17,362 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | No change | 16,231 | $1.0M |
| Intech Investment Management LLC | 0.01% | Reduce -39.4% | 15,932 | $982K |
| Ancora Advisors LLC | 0.02% | No change | 15,837 | $976K |
| Wells Fargo & Company | 0.00% | Reduce -11.1% | 15,559 | $959K |
| GAMCO Investors | 0.01% | Reduce -0.2% | 15,320 | $944K |
| State of Alaska, Department of Revenue | 0.01% | Add +3.1% | 15,173 | $934K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -12.5% | 14,591 | $900K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.6% | 13,503 | $832K |
| State of Wisconsin Investment Board | 0.00% | Add +57.4% | 13,486 | $831K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -11.6% | 13,403 | $826K |
| Royal Bank of Canada | 0.00% | Add +337.7% | 12,714 | $783K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -4.8% | 11,900 | $734K |
| Stifel Financial Corp. | 0.00% | Reduce -5.3% | 11,536 | $711K |
| MML Investors Services, LLC | 0.00% | Add +12.9% | 10,758 | $663K |
| Ritholtz Wealth Management | 0.01% | Reduce -21.5% | 10,531 | $649K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -22.6% | 10,303 | $635K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +2.0% | 9,943 | $632K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 9,947 | $613K |
| Corsair Capital Management, L.P. | 0.11% | No change | 9,655 | $595K |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.7% | 9,487 | $585K |
| Lazard Asset Management LLC | 0.00% | Reduce -7.9% | 9,037 | $557K |
| Burney Co./ | 0.02% | Reduce -60.8% | 8,953 | $552K |
| Liontrust Investment Partners LLP | 0.01% | Reduce -39.7% | 8,906 | $549K |
| Franklin Resources Inc. | 0.00% | New | 8,773 | $541K |
| First Citizens Bank & Trust Co. | 0.01% | New | 8,705 | $537K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 8,453 | $521K |
| State of Tennessee, Department of Treasury | 0.00% | Add +36.1% | 8,404 | $518K |
| STRS Ohio | 0.00% | Add +8.1% | 8,000 | $493K |
| Brevan Howard Capital Management LP | 0.01% | New | 7,997 | $493K |
| Arizona State Retirement System | 0.00% | Add +0.6% | 7,910 | $488K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -6.6% | 7,766 | $479K |
| Bokf, NA | 0.01% | Reduce -25.0% | 7,665 | $473K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 7,515 | $463K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -3.5% | 7,473 | $461K |
| Amalgamated Bank | 0.00% | Reduce -3.9% | 7,332 | $452K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -7.2% | 7,270 | $448K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 7,079 | $436K |
| LPL Financial LLC | 0.00% | New | 7,008 | $432K |
| FMR LLC | 0.00% | Add +82.1% | 6,624 | $408K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +2.8% | 6,528 | $402K |
| Inspire Investing, LLC | 0.04% | Reduce -19.8% | 6,310 | $389K |
| Mackenzie Financial Corp. | 0.00% | New | 6,158 | $380K |
| Truist Financial Corp. | 0.00% | Reduce -30.2% | 6,096 | $376K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +2.2% | 5,979 | $369K |
| Osaic Holdings, Inc. | 0.00% | Add +4.2% | 6,296 | $367K |
| ProShare Advisors LLC | 0.00% | Reduce -10.0% | 5,920 | $365K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.3% | 5,841 | $360K |
| Numerai GP LLC | 0.05% | Reduce -38.7% | 5,633 | $347K |
| Quantinno Capital Management LP | 0.00% | New | 5,534 | $341K |
| Mariner, LLC | 0.00% | Reduce -19.7% | 5,485 | $338K |
| KLP Kapitalforvaltning As | 0.00% | No change | 5,400 | $333K |
| Nomura Holdings Inc. | 0.00% | New | 4,544 | $280K |
| Choreo, LLC | 0.00% | New | 4,537 | $280K |
| DGS Capital Management, LLC | 0.06% | New | 4,512 | $278K |
| Crescent Grove Advisors, LLC | 0.03% | New | 4,501 | $277K |
| Amundi | 0.00% | Reduce -59.7% | 4,394 | $275K |
| Versor Investments LP | 0.05% | New | 4,300 | $265K |
| Lido Advisors, LLC | 0.00% | New | 4,245 | $262K |
| Shell Asset Management Co. | 0.01% | Reduce -17.5% | 4,223 | $260K |
| Glenmede Investment Management, LP | 0.00% | — | 4,198 | $259K |
| Teacher Retirement System of Texas | 0.00% | New | 4,120 | $254K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -28.0% | 4,055 | $250K |
| Pictet Asset Management Holding SA | 0.00% | New | 3,985 | $246K |
| State of Wyoming | 0.03% | Reduce -26.9% | 3,533 | $218K |
| HSBC Holdings PLC | 0.00% | New | 3,480 | $214K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +130.1% | 3,458 | $213K |
| Cibc World Markets Corp. | 0.00% | Reduce -47.3% | 3,280 | $202K |
| Mutual of America Capital Management LLC | 0.00% | New | 3,266 | $201K |
| BNP Paribas Financial Markets | 0.00% | Add +64.0% | 2,973 | $183K |
| Arlington Trust Co LLC | 0.03% | No change | 2,775 | $171K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,615 | $161K |
| US Bancorp \de | 0.00% | Add +20.6% | 2,168 | $134K |
| Huntington National Bank | 0.00% | Add +48.5% | 1,584 | $98K |
| Principal Securities, Inc. | 0.00% | Add +45.0% | 1,472 | $91K |
| North Star Investment Management Corp. | 0.01% | No change | 1,358 | $84K |
| Versant Capital Management, Inc | 0.01% | Add +59.5% | 1,185 | $73K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -1.4% | 1,084 | $67K |
| KBC Group NV | 0.00% | Reduce -37.5% | 969 | $60K |
| Cwm, LLC | 0.00% | Add +53.7% | 690 | $43K |
| Salem Investment Counselors Inc. | 0.00% | No change | 603 | $37K |
| Blue Trust, Inc. | 0.00% | Add +5.2% | 583 | $36K |
| TD Private Client Wealth LLC | 0.00% | No change | 531 | $33K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +1107.1% | 507 | $31K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -9.1% | 421 | $26K |
| Nisa Investment Advisors, LLC | 0.00% | Add +85.7% | 388 | $24K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 385 | $24K |
| GAMMA Investing LLC | 0.00% | Add +23.2% | 345 | $21K |
| Smithfield Trust Co | 0.00% | No change | 350 | $21K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -37.1% | 329 | $20K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 314 | $19K |
| WealthCollab, LLC | 0.01% | Add +20.2% | 250 | $15K |
| Geneos Wealth Management Inc. | 0.00% | Add +3.3% | 249 | $15K |
| Sterling Capital Management LLC | 0.00% | Add +29.5% | 246 | $15K |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 174 | $15K |
| Bessemer Group Inc. | 0.00% | Add +141.6% | 215 | $13K |
| Covestor Ltd | 0.01% | Reduce -1.4% | 205 | $12K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 183 | $11K |
| UMB Bank, n.a. | 0.00% | Add +510.0% | 183 | $11K |
| SBI Securities Co., Ltd. | 0.00% | No change | 170 | $10K |
| SouthState Bank Corp | 0.00% | No change | 145 | $9K |
| Fifth Third Bancorp | 0.00% | Reduce -52.2% | 144 | $9K |
| AlphaQuest LLC | 0.00% | No change | 138 | $9K |
| AdvisorNet Financial, Inc | 0.00% | New | 110 | $7K |
| Bell Investment Advisors, Inc | 0.00% | New | 101 | $6K |
| Brooklyn Investment Group | 0.00% | Reduce -44.4% | 99 | $6K |
| Allworth Financial LP | 0.00% | Reduce -19.1% | 93 | $6K |
| Signaturefd, LLC | 0.00% | Add +333.3% | 91 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +13.7% | 83 | $5K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 76 | $5K |
| Altshuler Shaham Ltd | 0.00% | New | 75 | $5K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 71 | $4K |
| Parkside Financial Bank & Trust | 0.00% | Add +51.2% | 65 | $4K |
| Rothschild Investment LLC | 0.00% | Add +550.0% | 65 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -67.5% | 61 | $4K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 55 | $3K |
| Private Trust Co. NA | 0.00% | No change | 40 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 37 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 28 | $2K |
| Clearstead Trust, LLC | 0.00% | New | 20 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -18.2% | 18 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 17 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 20 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 16 | $984 |
| Anfield Capital Management, LLC | 0.00% | No change | 15 | $925 |
| Global Retirement Partners, LLC | 0.00% | — | 15 | $925 |
| True Wealth Design, LLC | 0.00% | No change | 11 | $679 |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -56.0% | 11 | $679 |
| Binnacle Investments Inc | 0.00% | No change | 11 | $678 |
| Larson Financial Group LLC | 0.00% | Reduce -38.9% | 11 | $678 |
| Legacy Investment Solutions, LLC | 0.00% | — | 10 | $617 |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -61.5% | 10 | $617 |
| Dogwood Wealth Management LLC | 0.00% | No change | 6 | $386 |
| Essential Partners LLC | 0.00% | — | 6 | $370 |
| Garde Capital, Inc. | 0.00% | No change | 5 | $309 |
| Parallel Advisors, LLC | 0.00% | Reduce -85.7% | 5 | $308 |
| CoreCap Advisors, LLC | 0.00% | No change | 5 | $308 |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -54.5% | 5 | $308 |
| Trust Co. of Vermont | 0.00% | No change | 4 | $247 |
| Abound Wealth Management | 0.00% | No change | 3 | $185 |
| Founders Capital Management | 0.00% | No change | 2 | $123 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 1 | $56 |
| Simplex Trading, LLC | 0.00% | Reduce -71.2% | 15 | $0 |
"% of holder's portfolio" is DFIN's weight in each manager's 13F, not the share of Donnelley Financial Solution the manager owns.