Donnelley Financial SolutionDFIN

13F holders, Q2 2025 (June 30)
245holders +12
32new positions
25sold out
7famous investors
$61.67avg. 13F price*

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

0100200300 Q1 2024: 246Q1 2024Q2 2024: 248Q2 2024Q3 2024: 255Q3 2024Q4 2024: 244Q4 2024Q1 2025: 233Q1 2025Q2 2025: 245Q2 2025Q3 2025: 245Q3 2025Q4 2025: 236Q4 2025Q1 2026: 245Q1 2026Q2 2026: 246Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions32$49.7M
Exits25$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.