Donnelley Financial SolutionDFIN

13F holders, Q4 2025 (December 31)
236holders −9
22new positions
34sold out
6famous investors
$46.74avg. 13F price*

At the end of Q4 2025, 236 institutions reported holding Donnelley Financial Solution (DFIN) in their 13F filings, down 9 from Q3 2025. 22 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($184.2M), Vanguard Group Inc. ($85.5M) and Thrivent Financial for Lutherans ($57.8M). 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 Israel Englander (0.0% of Millennium Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions22$11.9M
Exits34$38.1M

All 13F filers, Q3 2025 → Q4 2025: 1,673,698 shares bought and 3,524,996 shares sold, net −1,851,298 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 236 holders

BlackRock, Inc. 0.00% Reduce -1.5% 3,946,100 $184.2M
Vanguard Group Inc. 0.00% Reduce -1.9% 1,830,788 $85.5M
Thrivent Financial for Lutherans 0.10% Add +0.1% 1,238,943 $57.8M
State Street Corp. 0.00% Reduce -1.0% 1,205,383 $56.3M
Simcoe Capital Management, LLC 8.77% Reduce -11.6% 1,049,790 $49.0M
Morgan Stanley 0.00% Reduce -19.5% 1,047,536 $48.9M
Alberta Investment Management Corp 0.27% Add +151.3% 879,600 $41.1M
Mawer Investment Management Ltd. 0.22% Reduce -0.5% 859,565 $40.1M
Westwood Holdings Group Inc. 0.30% Add +7.3% 778,301 $36.3M
Rice Hall James & Associates, LLC 1.97% Add +0.9% 765,939 $35.8M
Dimensional Fund Advisors LP 0.01% Reduce -0.5% 696,686 $32.5M
Geode Capital Management, LLC 0.00% Reduce -3.3% 609,652 $28.5M
Royce & Associates LP 0.28% Add +36.0% 590,136 $27.6M
Frontier Capital Management Co. LLC 0.28% Reduce -0.9% 572,273 $26.7M
Boston Trust Walden Corp 0.18% Reduce -29.2% 519,908 $24.3M
William Blair Investment Management, LLC 0.07% Add +8.6% 518,833 $24.2M
Shapiro Capital Management LLC 1.21% Reduce -30.8% 492,481 $23.0M
Alliancebernstein L.P. 0.01% Reduce -10.1% 485,156 $22.7M
Northern Trust Corp. 0.00% Reduce -15.3% 417,890 $19.5M
Charles Schwab Investment Management Inc. 0.00% Add +0.0% 391,920 $18.3M
JPMorgan Chase & Co. 0.00% Add +2.3% 366,378 $17.1M
Loomis Sayles & Co. L P 0.02% Add +8.1% 293,764 $13.7M
Fuller & Thaler Asset Management, Inc. 0.05% Add +24.5% 290,414 $13.6M
Public Employees Retirement Association of Colorado 0.04% No change 245,674 $11.5M
Access Investment Management LLC 3.04% No change 219,645 $11.3M
Goldman Sachs Group Inc. 0.00% Add +45.0% 199,366 $9.3M
Winmill & Co. Inc. 2.44% Reduce -19.4% 195,859 $9.1M
Aberdeen Group plc 0.01% Reduce -42.0% 191,663 $8.9M
D. E. Shaw & Co. 0.01% Add +53.8% 172,959 $8.1M
Bank of America Corp. 0.00% Reduce -5.1% 162,648 $7.6M
Bank of New York Mellon Corp 0.00% Reduce -7.9% 151,828 $7.1M
Marathon Asset Management Ltd 0.24% Reduce -8.8% 136,182 $6.4M
UBS Group AG 0.00% Add +188.1% 134,365 $6.3M
Principal Financial Group Inc. 0.00% Reduce -4.6% 126,713 $5.9M
Jane Street Group, LLC 0.01% Add +23.6% 109,489 $5.1M
Public Employees Retirement System of Ohio 0.01% Reduce -16.3% 102,969 $4.8M
Public Sector Pension Investment Board 0.01% Reduce -14.4% 91,851 $4.3M
Millennium Management 0.00% Add +1081.0% 91,370 $4.3M
Invesco Ltd. 0.00% Reduce -78.5% 86,739 $4.0M
Nuveen, LLC 0.00% Reduce -2.2% 83,852 $3.9M
Russell Investments Group, Ltd. 0.00% Add +37.2% 81,019 $3.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +2.1% 75,998 $3.5M
Rhumbline Advisers 0.00% Reduce -8.0% 73,182 $3.4M
King Luther Capital Management Corp. 0.01% Add +31.9% 72,528 $3.4M
Isthmus Partners, LLC 0.37% Add +21.7% 71,093 $3.3M
Globeflex Capital L P 0.49% No change 68,494 $3.2M
Legal & General Group Plc 0.00% Reduce -4.3% 68,213 $3.2M
Cresset Asset Management, LLC 0.01% Reduce -0.1% 65,225 $3.0M
Balyasny Asset Management L.P. 0.01% New 62,934 $2.9M
Prudential Financial Inc. 0.00% Add +5.6% 61,600 $2.9M
Man Group plc 0.01% Reduce -12.2% 59,924 $2.8M
Allspring Global Investments Holdings, LLC 0.00% Reduce -22.1% 61,293 $2.8M
Bridge City Capital, LLC 0.79% Reduce -10.9% 57,333 $2.7M
Two Sigma Investments, LP 0.00% Reduce -63.1% 56,730 $2.6M
Janney Montgomery Scott LLC 0.01% Reduce -4.2% 53,758 $2.5M
Fisher Asset Management 0.00% Reduce -20.7% 52,729 $2.5M
Swiss National Bank 0.00% Add +1.4% 51,600 $2.4M
Villanova Investment Management Co LLC 1.67% New 50,625 $2.4M
Harbor Capital Advisors, Inc. 0.18% Add +25.8% 50,499 $2.4M
Assetmark, Inc. 0.00% Add +1.6% 50,147 $2.3M
American Century Companies Inc. 0.00% Reduce -20.9% 49,365 $2.3M
Ameriprise Financial Inc. 0.00% Reduce -11.2% 48,432 $2.3M
First Trust Advisors LP 0.00% Add +47.7% 46,510 $2.2M
Citadel Advisors 0.00% Add +27.0% 46,116 $2.2M
Moran Wealth Management, LLC 0.06% Reduce -6.5% 44,395 $2.1M
New York State Teachers Retirement System 0.00% Reduce -9.6% 43,933 $2.1M
Barclays PLC 0.00% Add +5.0% 39,858 $1.9M
Two Sigma Advisers, LP 0.00% Reduce -65.0% 39,400 $1.8M
Verition Fund Management LLC 0.01% New 37,886 $1.8M
T. Rowe Price Associates Inc. 0.00% Reduce -90.6% 36,829 $1.7M
PNC Financial Services Group, Inc. 0.00% Reduce -4.3% 34,932 $1.6M
Deutsche Bank AG 0.00% Add +3.8% 34,091 $1.6M
XTX Topco Ltd 0.04% Add +143.2% 32,186 $1.5M
Wells Fargo & Company 0.00% Add +61.4% 29,264 $1.4M
Integrated Quantitative Investments LLC 0.29% Add +54.7% 28,980 $1.4M
Wedge Capital Management L L P 0.02% Reduce -0.9% 27,847 $1.3M
Legato Capital Management LLC 0.11% Add +14.5% 26,785 $1.3M
Numerai GP LLC 0.15% Add +122.6% 26,625 $1.2M
Creative Planning 0.00% Add +25.5% 26,407 $1.2M
AQR Capital Management 0.00% Add +9.9% 26,112 $1.2M
Franklin Resources Inc. 0.00% Add +89.9% 25,865 $1.2M
California State Teachers Retirement System 0.00% Reduce -0.3% 25,339 $1.2M
Arrowstreet Capital, Limited Partnership 0.00% New 24,093 $1.1M
New York State Common Retirement Fund 0.00% No change 22,317 $1.0M
State of Alaska, Department of Revenue 0.01% Add +47.1% 22,184 $1.0M
CANADA LIFE ASSURANCE Co 0.00% Reduce -32.4% 22,151 $1.0M
Quantinno Capital Management LP 0.00% Add +100.3% 21,479 $1.0M
Victory Capital Management Inc. 0.00% Reduce -0.5% 20,699 $966K
Bank of Montreal 0.00% Reduce -0.3% 20,596 $962K
Comerica Bank 0.00% Reduce -7.9% 20,281 $947K
Squarepoint Ops LLC 0.00% Add +90.0% 20,201 $943K
Gotham Asset Management 0.00% Add +7.1% 19,556 $913K
SG Americas Securities, LLC 0.00% Add +45.3% 18,120 $846K
James Investment Research, Inc. 0.09% No change 17,362 $811K
O'shaughnessy Asset Management, LLC 0.00% Reduce -11.3% 17,293 $807K
ExodusPoint Capital Management, LP 0.01% Reduce -4.3% 16,968 $792K
Campbell & CO Investment Adviser LLC 0.04% New 16,498 $770K
Illinois Municipal Retirement Fund 0.01% Add +15.3% 16,115 $752K
Laurion Capital Management LP 0.05% New 15,631 $730K
Raymond James Financial Inc. 0.00% Add +6.1% 14,869 $694K
MetLife Investment Management, LLC 0.00% Reduce -9.4% 14,605 $682K
State of Tennessee, Department of Treasury 0.00% Add +99.8% 12,340 $639K
FMR LLC 0.00% Reduce -9.7% 13,374 $624K
Janus Henderson Group PLC 0.00% No change 12,777 $596K
Louisiana State Employees Retirement System 0.01% Reduce -3.2% 12,200 $570K
Intech Investment Management LLC 0.00% Reduce -15.4% 11,866 $554K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -4.4% 11,828 $552K
Pathstone Holdings, LLC 0.00% Reduce -38.9% 11,737 $548K
Rockefeller Capital Management L.P. 0.00% Reduce -95.9% 11,712 $547K
Manufacturers Life Insurance Company, The 0.00% Reduce -8.8% 11,712 $547K
Martingale Asset Management L P 0.01% Reduce -56.2% 11,617 $542K
STRS Ohio 0.00% No change 11,000 $514K
Ritholtz Wealth Management 0.01% Reduce -2.0% 10,300 $481K
NorthCrest Asset Manangement, LLC 0.01% Reduce -1.8% 9,817 $468K
Inspire Investing, LLC 0.04% Add +13.2% 10,017 $468K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 9,947 $464K
Caxton Associates LLP 0.01% New 9,702 $453K
Sei Investments Co. 0.00% Reduce -4.6% 9,234 $431K
Citigroup Inc. 0.00% Reduce -19.2% 8,910 $416K
AlphaQuest LLC 0.02% Add +58.8% 8,718 $407K
Evolve Private Wealth, LLC 0.02% — 8,688 $406K
Freestone Grove Partners LP 0.00% Reduce -46.9% 8,556 $399K
Liontrust Investment Partners LLP 0.01% Reduce -7.3% 8,255 $385K
First Citizens Bank & Trust Co. 0.01% Add +2.8% 8,120 $379K
Yousif Capital Management, LLC 0.00% Reduce -15.1% 7,135 $379K
Envestnet Portfolio Solutions, Inc. 0.00% Add +3.1% 7,825 $365K
Royal Bank of Canada 0.00% Reduce -81.9% 7,792 $364K
Amalgamated Bank 0.00% Reduce -3.9% 7,682 $359K
Assenagon Asset Management S.A. 0.00% Add +9.6% 7,558 $353K
Police & Firemen's Retirement System of New Jersey 0.00% No change 7,362 $344K
Arizona State Retirement System 0.00% Reduce -5.9% 7,310 $341K
Envestnet Asset Management Inc. 0.00% Reduce -92.8% 7,263 $339K
Ancora Advisors LLC 0.01% Reduce -54.4% 7,093 $331K
State Board of Administration of Florida Retirement System 0.00% No change 7,079 $331K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -5.9% 6,805 $317K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -6.2% 6,570 $307K
Canada Pension Plan Investment Board 0.00% New 6,300 $294K
Oregon Public Employees Retirement Fund 0.00% Reduce -1.6% 6,091 $284K
Twinbeech Capital LP 0.02% New 6,000 $280K
Voloridge Investment Management, LLC 0.00% New 5,929 $277K
Bokf, NA 0.00% Reduce -23.5% 5,882 $275K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 5,800 $271K
BNP Paribas Financial Markets 0.00% Reduce -14.3% 5,563 $260K
Exchange Traded Concepts, LLC 0.00% Add +6.0% 5,505 $257K
KLP Kapitalforvaltning As 0.00% No change 5,400 $252K
Lido Advisors, LLC 0.00% Add +5.0% 4,857 $244K
ProShare Advisors LLC 0.00% Reduce -1.0% 4,982 $233K
Mackenzie Financial Corp. 0.00% Reduce -52.6% 4,878 $230K
Algert Global LLC 0.00% New 4,850 $226K
Voya Investment Management LLC 0.00% Reduce -3.6% 4,753 $222K
Crescent Grove Advisors, LLC 0.02% No change 4,501 $210K
Choreo, LLC 0.00% Reduce -5.7% 4,379 $207K
Swiss Life Asset Management Ltd 0.00% New 4,318 $202K
Natixis 0.00% New 3,900 $182K
LSV Asset Management 0.00% Add +117.7% 3,700 $173K
Vestcor Inc 0.00% No change 3,105 $145K
Wealth Enhancement Advisory Services, LLC 0.00% Add +117.6% 2,106 $130K
Ameritas Investment Partners, Inc. 0.00% No change 2,224 $104K
Ensign Peak Advisors, Inc 0.00% Reduce -61.8% 1,703 $80K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.00% — 1,500 $70K
Huntington National Bank 0.00% Reduce -16.4% 1,381 $64K
North Star Investment Management Corp. 0.00% No change 1,358 $63K
State of Wyoming 0.01% Reduce -81.7% 1,335 $62K
Versant Capital Management, Inc 0.01% Reduce -21.5% 1,200 $56K
Smartleaf Asset Management LLC 0.00% Add +2.0% 1,123 $53K
Quadrant Capital Group LLC 0.00% Reduce -1.5% 988 $46K
KBC Group NV 0.00% No change 969 $45K
Pinnacle Wealth Planning Services, Inc. 0.00% New 802 $37K
Cwm, LLC 0.00% Reduce -5.5% 708 $33K
Keating Financial Advisory Services, Inc. 0.00% — 700 $33K
Sterling Capital Management LLC 0.00% Reduce -3.6% 539 $25K
US Bancorp \de 0.00% Reduce -21.9% 504 $24K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +45.7% 472 $22K
Tower Research Capital LLC (TRC) 0.00% Reduce -68.4% 466 $22K
Nisa Investment Advisors, LLC 0.00% Reduce -13.7% 428 $20K
Cedar Mountain Advisors, LLC 0.00% No change 385 $18K
Smithfield Trust Co 0.00% No change 350 $16K
CIBC Private Wealth Group LLC 0.00% Reduce -21.6% 337 $16K
McMillan Office, Inc. 0.00% — 325 $15K
Blue Trust, Inc. 0.00% Reduce -10.2% 307 $14K
TD Private Client Wealth LLC 0.00% No change 296 $14K
GAMMA Investing LLC 0.00% Reduce -31.9% 265 $12K
UMB Bank, n.a. 0.00% Add +3.5% 234 $11K
WealthCollab, LLC 0.00% No change 221 $10K
Sound Income Strategies, LLC 0.00% New 185 $10K
IFP Advisors, Inc 0.00% Add +1.9% 210 $10K
Bessemer Group Inc. 0.00% Add +9.8% 202 $9K
Osaic Holdings, Inc. 0.00% Reduce -89.8% 184 $9K
Salomon & Ludwin, LLC 0.00% Reduce -6.3% 180 $9K
Caldwell Sutter Capital, Inc. 0.00% No change 183 $9K
SBI Securities Co., Ltd. 0.00% No change 170 $8K
Fifth Third Bancorp 0.00% Reduce -28.4% 156 $7K
Los Angeles Capital Management LLC 0.00% New 159 $7K
Farther Finance Advisors, LLC 0.00% Reduce -54.0% 145 $7K
Toth Financial Advisory Corp. 0.00% No change 140 $7K
Covestor Ltd 0.00% Reduce -0.8% 133 $6K
Atlantic Union Bankshares Corp 0.00% No change 125 $6K
Hantz Financial Services, Inc. 0.00% Add +94.3% 103 $5K
Bell Investment Advisors, Inc 0.00% No change 101 $5K
Pacer Advisors, Inc. 0.00% Add +11.1% 100 $5K
Allworth Financial LP 0.00% Reduce -19.3% 92 $4K
Signaturefd, LLC 0.00% Reduce -5.4% 88 $4K
Arax Advisory Partners 0.00% Add +1.2% 84 $4K
MassMutual Private Wealth & Trust, FSB 0.00% No change 83 $4K
Parkside Financial Bank & Trust 0.00% Add +45.5% 80 $4K
Boyd Watterson Asset Management LLC 0.00% No change 76 $4K
Northwestern Mutual Wealth Management Co. 0.00% No change 61 $3K
Legacy Wealth Managment, LLC 0.00% Add +490.0% 59 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 55 $3K
Rothschild Investment LLC 0.00% No change 45 $2K
Private Trust Co. NA 0.00% No change 40 $2K
Torren Management, LLC 0.00% — 37 $2K
Caitong International Asset Management Co., Ltd 0.00% Add +2700.0% 28 $1K
Farmers & Merchants Investments Inc. 0.00% No change 28 $1K
Root Financial Partners, LLC 0.00% No change 25 $1K
Zions Bancorporation, National Association 0.00% New 24 $1K
Larson Financial Group LLC 0.00% New 24 $1K
EverSource Wealth Advisors, LLC 0.00% Reduce -25.8% 23 $1K
SJS Investment Consulting Inc. 0.00% No change 17 $794
Jones Financial Companies LLLP 0.00% No change 16 $747
Anfield Capital Management, LLC 0.00% No change 15 $700
Global Retirement Partners, LLC 0.00% No change 15 $700
Sunbelt Securities, Inc. 0.00% No change 14 $654
Optima Capital LLC 0.00% New 12 $560
Ankerstar Wealth, LLC 0.00% — 10 $467
Aster Capital Management (DIFC) Ltd 0.00% New 7 $327
Flagship Harbor Advisors, LLC 0.00% New 7 $327
Dogwood Wealth Management LLC 0.00% No change 6 $280
Essential Partners LLC 0.00% Reduce -76.9% 6 $280
Parallel Advisors, LLC 0.00% No change 5 $233
CoreCap Advisors, LLC 0.00% No change 5 $233
Federation des caisses Desjardins du Quebec 0.00% No change 5 $233
Abound Wealth Management 0.00% No change 3 $141
Founders Capital Management 0.00% No change 2 $93
TFC Financial Management, Inc. 0.00% No change 1 $47
Gilpin Wealth Management, LLC 0.00% — 1 $47

"% of holder's portfolio" is DFIN's weight in each manager's 13F, not the share of Donnelley Financial Solution the manager owns.