Donnelley Financial SolutionDFIN
13F holders, Q3 2025 (September 30)245holders
30new positions
29sold out
6famous investors
$51.43avg. 13F price*
At the end of Q3 2025, 245 institutions reported holding Donnelley Financial Solution (DFIN) in their 13F filings, unchanged from Q2 2025. 30 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($206.1M), Vanguard Group Inc. ($96.0M) and Morgan Stanley ($66.9M). 6 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Donnelley Financial Solution
- CUSIP
- 25787G100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $10.2M |
| Exits | 29 | $31.3M |
All 13F filers, Q2 2025 → Q3 2025: 2,385,665 shares bought and 2,789,048 shares sold, net −403,383 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 245 holders
| BlackRock, Inc. | 0.00% | Add +3.1% | 4,007,437 | $206.1M |
| Vanguard Group Inc. | 0.00% | Add +2.7% | 1,867,233 | $96.0M |
| Morgan Stanley | 0.00% | Add +7.7% | 1,301,698 | $66.9M |
| Thrivent Financial for Lutherans | 0.13% | Add +8.0% | 1,237,306 | $63.6M |
| State Street Corp. | 0.00% | Add +6.1% | 1,217,223 | $62.6M |
| Simcoe Capital Management, LLC | 8.85% | Add +14.4% | 1,187,190 | $61.1M |
| Mawer Investment Management Ltd. | 0.23% | Reduce -19.6% | 863,629 | $44.4M |
| Rice Hall James & Associates, LLC | 2.13% | Reduce -9.1% | 759,068 | $39.0M |
| Boston Trust Walden Corp | 0.28% | Reduce -1.7% | 733,921 | $37.7M |
| Westwood Holdings Group Inc. | 0.27% | Add +18.9% | 725,514 | $37.3M |
| Shapiro Capital Management LLC | 1.58% | Add +33.0% | 711,366 | $36.6M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -3.4% | 699,903 | $36.0M |
| Geode Capital Management, LLC | 0.00% | Add +3.5% | 630,408 | $32.4M |
| Frontier Capital Management Co. LLC | 0.27% | Add +4.1% | 577,355 | $29.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -8.9% | 539,647 | $27.8M |
| Ophir Asset Management Pty Ltd | 3.38% | Add +83.1% | 532,816 | $27.4M |
| Northern Trust Corp. | 0.00% | Reduce -3.8% | 493,615 | $25.4M |
| William Blair Investment Management, LLC | 0.06% | Add +16.3% | 477,865 | $24.6M |
| Royce & Associates LP | 0.22% | Add +156.2% | 434,077 | $22.3M |
| Invesco Ltd. | 0.00% | Reduce -19.1% | 404,342 | $20.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -34.5% | 393,680 | $20.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.4% | 391,893 | $20.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.4% | 358,300 | $18.4M |
| Alberta Investment Management Corp | 0.15% | Add +75.0% | 350,000 | $18.0M |
| Aberdeen Group plc | 0.03% | Reduce -28.3% | 330,195 | $17.0M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -11.8% | 285,318 | $14.7M |
| Loomis Sayles & Co. L P | 0.02% | Add +50.6% | 271,671 | $14.0M |
| Public Employees Retirement Association of Colorado | 0.05% | No change | 245,674 | $12.6M |
| Winmill & Co. Inc. | 3.03% | No change | 243,000 | $12.5M |
| Fuller & Thaler Asset Management, Inc. | 0.04% | Reduce -39.9% | 233,348 | $12.0M |
| Access Investment Management LLC | 3.04% | Add +0.2% | 219,645 | $11.3M |
| Bank of America Corp. | 0.00% | Add +11.0% | 171,378 | $8.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.6% | 164,857 | $8.5M |
| Two Sigma Investments, LP | 0.01% | Add +235.0% | 153,846 | $7.9M |
| Marathon Asset Management Ltd | 0.28% | Reduce -26.3% | 149,412 | $7.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.2% | 137,480 | $7.1M |
| Principal Financial Group Inc. | 0.00% | Add +5.3% | 132,838 | $6.8M |
| Public Employees Retirement System of Ohio | 0.02% | Add +14.6% | 122,941 | $6.3M |
| D. E. Shaw & Co. | 0.01% | Reduce -13.3% | 112,443 | $5.8M |
| Two Sigma Advisers, LP | 0.01% | Add +13.4% | 112,400 | $5.8M |
| Public Sector Pension Investment Board | 0.02% | Add +23.8% | 107,288 | $5.5M |
| Global Value Investment Corp. | 8.88% | Reduce -0.5% | 106,060 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -37.3% | 101,502 | $5.2M |
| Jane Street Group, LLC | 0.01% | Add +386.6% | 88,607 | $4.6M |
| Nuveen, LLC | 0.00% | Reduce -2.1% | 85,745 | $4.4M |
| Rhumbline Advisers | 0.00% | Add +3.4% | 79,516 | $4.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -55.5% | 78,634 | $4.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -40.4% | 74,455 | $3.8M |
| Legal & General Group Plc | 0.00% | Reduce -2.1% | 71,271 | $3.7M |
| Globeflex Capital L P | 0.54% | No change | 68,494 | $3.5M |
| Man Group plc | 0.01% | Reduce -1.4% | 68,271 | $3.5M |
| Fisher Asset Management | 0.00% | Reduce -2.5% | 66,503 | $3.4M |
| WINTON GROUP Ltd | 0.13% | New | 65,884 | $3.4M |
| Cresset Asset Management, LLC | 0.01% | Add +3.1% | 65,271 | $3.4M |
| Bridge City Capital, LLC | 0.88% | Add +35.0% | 64,357 | $3.3M |
| American Century Companies Inc. | 0.00% | Reduce -3.4% | 62,367 | $3.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +68.8% | 59,064 | $3.0M |
| Isthmus Partners, LLC | 0.35% | Add +6.2% | 58,414 | $3.0M |
| Prudential Financial Inc. | 0.00% | Reduce -3.4% | 58,349 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.5% | 56,108 | $2.9M |
| King Luther Capital Management Corp. | 0.01% | Add +0.5% | 54,994 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.5% | 54,508 | $2.8M |
| Swiss National Bank | 0.00% | Reduce -1.7% | 50,900 | $2.6M |
| Assetmark, Inc. | 0.01% | Add +4.2% | 49,347 | $2.5M |
| New York State Teachers Retirement System | 0.00% | Reduce -0.3% | 48,577 | $2.5M |
| Moran Wealth Management, LLC | 0.07% | Reduce -8.8% | 47,488 | $2.4M |
| UBS Group AG | 0.00% | Reduce -24.2% | 46,635 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +239.0% | 43,104 | $2.2M |
| Harbor Capital Advisors, Inc. | 0.16% | Reduce -63.1% | 40,144 | $2.1M |
| Barclays PLC | 0.00% | Reduce -29.2% | 37,976 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.9% | 36,497 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -57.0% | 36,319 | $1.9M |
| Deutsche Bank AG | 0.00% | Add +11.5% | 32,856 | $1.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +3.0% | 32,745 | $1.7M |
| First Trust Advisors LP | 0.00% | Reduce -47.0% | 31,499 | $1.6M |
| Wedge Capital Management L L P | 0.02% | Add +23.3% | 28,115 | $1.4M |
| Martingale Asset Management L P | 0.03% | Reduce -2.6% | 26,519 | $1.4M |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 25,428 | $1.3M |
| HighTower Advisors, LLC | 0.00% | New | 23,856 | $1.2M |
| AQR Capital Management | 0.00% | Add +13.5% | 23,752 | $1.2M |
| Legato Capital Management LLC | 0.13% | Add +20.8% | 23,385 | $1.2M |
| New York State Common Retirement Fund | 0.00% | Add +21.9% | 22,317 | $1.1M |
| Comerica Bank | 0.00% | Add +3.4% | 22,024 | $1.1M |
| Bridges Investment Management Inc. | 0.01% | Add +6.4% | 22,015 | $1.1M |
| Creative Planning | 0.00% | Add +13.3% | 21,048 | $1.1M |
| OP Asset Management Ltd | 0.01% | Reduce -23.3% | 20,809 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -37.9% | 20,802 | $1.1M |
| Bank of Montreal | 0.00% | Reduce -10.0% | 20,659 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -0.8% | 19,500 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Add +7.2% | 19,195 | $987K |
| Integrated Quantitative Investments LLC | 0.27% | New | 18,736 | $964K |
| Gotham Asset Management | 0.00% | Add +1.3% | 18,256 | $939K |
| Wells Fargo & Company | 0.00% | Add +16.5% | 18,128 | $932K |
| ExodusPoint Capital Management, LP | 0.01% | New | 17,739 | $912K |
| James Investment Research, Inc. | 0.10% | No change | 17,362 | $893K |
| MetLife Investment Management, LLC | 0.00% | Reduce -0.7% | 16,117 | $829K |
| Freestone Grove Partners LP | 0.01% | Reduce -24.3% | 16,106 | $828K |
| Ancora Advisors LLC | 0.02% | Reduce -1.8% | 15,559 | $800K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.6% | 15,080 | $775K |
| FMR LLC | 0.00% | Add +123.6% | 14,814 | $762K |
| Intech Investment Management LLC | 0.01% | Reduce -12.0% | 14,026 | $721K |
| Raymond James Financial Inc. | 0.00% | Reduce -86.2% | 14,020 | $721K |
| Illinois Municipal Retirement Fund | 0.01% | Add +4.3% | 13,982 | $719K |
| Franklin Resources Inc. | 0.00% | Add +55.3% | 13,623 | $701K |
| XTX Topco Ltd | 0.04% | New | 13,236 | $681K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.9% | 12,847 | $661K |
| Janus Henderson Group PLC | 0.00% | Reduce -91.8% | 12,777 | $657K |
| Louisiana State Employees Retirement System | 0.01% | Add +5.9% | 12,600 | $648K |
| SG Americas Securities, LLC | 0.00% | New | 12,469 | $641K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 12,369 | $636K |
| Gsa Capital Partners LLP | 0.05% | New | 12,072 | $621K |
| Numerai GP LLC | 0.09% | Add +112.4% | 11,963 | $615K |
| Citigroup Inc. | 0.00% | Reduce -52.6% | 11,031 | $567K |
| STRS Ohio | 0.00% | Add +37.5% | 11,000 | $566K |
| Quantinno Capital Management LP | 0.00% | Add +93.8% | 10,722 | $551K |
| Squarepoint Ops LLC | 0.00% | New | 10,632 | $547K |
| Ritholtz Wealth Management | 0.01% | Reduce -0.2% | 10,510 | $541K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +0.6% | 10,001 | $537K |
| Mackenzie Financial Corp. | 0.00% | Add +67.0% | 10,283 | $529K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 9,947 | $512K |
| Sei Investments Co. | 0.00% | Reduce -65.2% | 9,680 | $498K |
| Liontrust Investment Partners LLP | 0.01% | No change | 8,906 | $458K |
| Inspire Investing, LLC | 0.04% | Add +40.2% | 8,846 | $455K |
| Corsair Capital Management, L.P. | 0.08% | Reduce -10.4% | 8,655 | $445K |
| Yousif Capital Management, LLC | 0.00% | Reduce -11.5% | 8,400 | $432K |
| Amalgamated Bank | 0.00% | Add +9.0% | 7,992 | $411K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -9.3% | 7,900 | $406K |
| Arizona State Retirement System | 0.00% | Reduce -1.8% | 7,770 | $400K |
| Millennium Management | 0.00% | Reduce -96.0% | 7,737 | $398K |
| Bokf, NA | 0.01% | Add +0.3% | 7,690 | $395K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -10.2% | 7,593 | $391K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +23.1% | 7,362 | $379K |
| State of Wyoming | 0.04% | Add +107.0% | 7,313 | $376K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -6.9% | 7,229 | $372K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 7,079 | $364K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +7.3% | 7,002 | $360K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -69.4% | 6,896 | $355K |
| Engineers Gate Manager LP | 0.00% | New | 6,675 | $343K |
| BNP Paribas Financial Markets | 0.00% | Add +118.3% | 6,489 | $334K |
| Oregon Public Employees Retirement Fund | 0.00% | Add +6.0% | 6,193 | $319K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -26.5% | 6,175 | $318K |
| AlphaQuest LLC | 0.02% | Add +3878.3% | 5,490 | $282K |
| KLP Kapitalforvaltning As | 0.00% | No change | 5,400 | $278K |
| Exchange Traded Concepts, LLC | 0.00% | Add +28.1% | 5,193 | $267K |
| ProShare Advisors LLC | 0.00% | Reduce -15.0% | 5,031 | $259K |
| Voya Investment Management LLC | 0.00% | Reduce -74.7% | 4,931 | $254K |
| Amundi | 0.00% | Add +2.5% | 4,504 | $245K |
| Nomura Holdings Inc. | 0.00% | Add +4.2% | 4,733 | $243K |
| DGS Capital Management, LLC | 0.04% | Add +4.0% | 4,692 | $241K |
| Choreo, LLC | 0.00% | Add +2.4% | 4,644 | $239K |
| Lido Advisors, LLC | 0.00% | Add +9.0% | 4,626 | $238K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 4,501 | $231K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -56.8% | 4,453 | $229K |
| Bridgefront Capital, LLC | 0.07% | New | 4,416 | $227K |
| Glenmede Investment Management, LP | 0.00% | Add +5.0% | 4,410 | $227K |
| Clearstead Advisors, LLC | 0.00% | New | 4,300 | $221K |
| Mariner, LLC | 0.00% | Reduce -26.0% | 4,060 | $209K |
| Pictet Asset Management Holding SA | 0.00% | No change | 3,985 | $205K |
| O'Keefe Stevens Advisory, Inc. | 0.06% | Reduce -98.3% | 3,970 | $204K |
| Maryland State Retirement & Pension System | 0.00% | Reduce -47.1% | 3,953 | $203K |
| Caprock Group, LLC | 0.00% | — | 3,535 | $201K |
| Vestcor Inc | 0.00% | New | 3,105 | $160K |
| Arlington Trust Co LLC | 0.03% | No change | 2,775 | $143K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -14.9% | 2,224 | $114K |
| Osaic Holdings, Inc. | 0.00% | Reduce -71.4% | 1,799 | $93K |
| LSV Asset Management | 0.00% | New | 1,700 | $87K |
| Huntington National Bank | 0.00% | Add +4.4% | 1,653 | $85K |
| Shell Asset Management Co. | 0.01% | Reduce -61.3% | 1,635 | $84K |
| Versant Capital Management, Inc | 0.01% | Add +28.9% | 1,528 | $79K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -57.3% | 1,476 | $76K |
| North Star Investment Management Corp. | 0.00% | No change | 1,358 | $70K |
| Smartleaf Asset Management LLC | 0.00% | Add +1.6% | 1,101 | $57K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 968 | $52K |
| Quadrant Capital Group LLC | 0.00% | New | 1,003 | $52K |
| KBC Group NV | 0.00% | No change | 969 | $50K |
| Cwm, LLC | 0.00% | Add +8.6% | 749 | $39K |
| US Bancorp \de | 0.00% | Reduce -70.3% | 645 | $33K |
| Salem Investment Counselors Inc. | 0.00% | No change | 603 | $31K |
| Sterling Capital Management LLC | 0.00% | Add +127.2% | 559 | $29K |
| Nisa Investment Advisors, LLC | 0.00% | Add +27.8% | 496 | $26K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.1% | 430 | $22K |
| GAMMA Investing LLC | 0.00% | Add +12.8% | 389 | $20K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 385 | $20K |
| Macquarie Group Ltd. | 0.00% | New | 383 | $20K |
| Blue Trust, Inc. | 0.00% | Reduce -41.3% | 342 | $18K |
| Smithfield Trust Co | 0.00% | No change | 350 | $17K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +3.2% | 324 | $17K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -4.3% | 315 | $16K |
| TD Private Client Wealth LLC | 0.00% | Reduce -44.3% | 296 | $15K |
| UMB Bank, n.a. | 0.00% | Add +23.5% | 226 | $12K |
| WealthCollab, LLC | 0.01% | Reduce -11.6% | 221 | $11K |
| Fifth Third Bancorp | 0.00% | Add +51.4% | 218 | $11K |
| IFP Advisors, Inc | 0.00% | Add +18.4% | 206 | $11K |
| Mather Group, Llc. | 0.00% | New | 205 | $11K |
| Salomon & Ludwin, LLC | 0.00% | New | 192 | $10K |
| Optiver Holding B.V. | 0.00% | New | 186 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 183 | $9K |
| Simplex Trading, LLC | 0.00% | Add +1153.3% | 188 | $9K |
| Bessemer Group Inc. | 0.00% | Reduce -14.4% | 184 | $9K |
| SBI Securities Co., Ltd. | 0.00% | No change | 170 | $9K |
| Toth Financial Advisory Corp. | 0.00% | New | 140 | $7K |
| Covestor Ltd | 0.00% | Reduce -34.6% | 134 | $7K |
| Principal Securities, Inc. | 0.00% | Reduce -90.9% | 134 | $7K |
| Atlantic Union Bankshares Corp | 0.00% | New | 125 | $6K |
| Allworth Financial LP | 0.00% | Add +22.6% | 114 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 101 | $5K |
| Signaturefd, LLC | 0.00% | Add +2.2% | 93 | $5K |
| Pacer Advisors, Inc. | 0.00% | New | 90 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 83 | $4K |
| Arax Advisory Partners | 0.00% | New | 83 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 76 | $4K |
| Altshuler Shaham Ltd | 0.00% | Add +1.3% | 76 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 61 | $3K |
| Wealthspire Advisors, LLC | 0.00% | New | 59 | $3K |
| Hantz Financial Services, Inc. | 0.00% | Add +165.0% | 53 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 55 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -15.4% | 55 | $3K |
| Quarry LP | 0.00% | New | 45 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -30.8% | 45 | $2K |
| Private Trust Co. NA | 0.00% | No change | 40 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 35 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -16.2% | 31 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 28 | $1K |
| Essential Partners LLC | 0.00% | Add +333.3% | 26 | $1K |
| Root Financial Partners, LLC | 0.00% | New | 25 | $1K |
| Clearstead Trust, LLC | 0.00% | No change | 20 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 17 | $875 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 16 | $831 |
| Jones Financial Companies LLLP | 0.00% | No change | 16 | $823 |
| Anfield Capital Management, LLC | 0.00% | No change | 15 | $771 |
| Global Retirement Partners, LLC | 0.00% | No change | 15 | $771 |
| Sunbelt Securities, Inc. | 0.00% | New | 14 | $720 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 11 | $573 |
| Binnacle Investments Inc | 0.00% | No change | 11 | $566 |
| True Wealth Design, LLC | 0.00% | No change | 11 | $566 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 10 | $515 |
| Dogwood Wealth Management LLC | 0.00% | No change | 6 | $309 |
| Parallel Advisors, LLC | 0.00% | No change | 5 | $257 |
| CoreCap Advisors, LLC | 0.00% | No change | 5 | $257 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 5 | $257 |
| Trust Co. of Vermont | 0.00% | No change | 4 | $206 |
| Abound Wealth Management | 0.00% | No change | 3 | $155 |
| Founders Capital Management | 0.00% | No change | 2 | $103 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $52 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.8% | 1 | $51 |
"% of holder's portfolio" is DFIN's weight in each manager's 13F, not the share of Donnelley Financial Solution the manager owns.