Donnelley Financial SolutionDFIN
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $11.9M |
| Exits | 34 | $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.