Donnelley Financial SolutionDFIN
13F holders, Q1 2026 (March 31)245holders +9
29new positions
20sold out
6famous investors
$47.11avg. 13F price*
At the end of Q1 2026, 245 institutions reported holding Donnelley Financial Solution (DFIN) in their 13F filings, up 9 from Q4 2025. 29 opened new positions and 20 sold out. The largest holders were BlackRock, Inc. ($188.3M), Thrivent Financial for Lutherans ($58.4M) and State Street Corp. ($54.7M). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Donnelley Financial Solution
- CUSIP
- 25787G100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $16.8M |
| Exits | 20 | $15.6M |
All 13F filers, Q4 2025 → Q1 2026: 1,843,833 shares bought and 2,654,178 shares sold, net −810,345 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 245 holders
| BlackRock, Inc. | 0.00% | Add +1.3% | 3,995,329 | $188.3M |
| Thrivent Financial for Lutherans | 0.11% | Reduce -0.1% | 1,238,218 | $58.4M |
| State Street Corp. | 0.00% | Reduce -3.7% | 1,160,874 | $54.7M |
| Vanguard Capital Management LLC | 0.00% | — | 1,114,920 | $52.6M |
| Morgan Stanley | 0.00% | Reduce -9.4% | 948,619 | $44.7M |
| Alberta Investment Management Corp | 0.28% | Reduce -3.1% | 852,611 | $40.2M |
| Rice Hall James & Associates, LLC | 2.05% | Add +1.8% | 780,037 | $36.8M |
| Westwood Holdings Group Inc. | 0.26% | Reduce -2.2% | 761,163 | $35.9M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.5% | 686,331 | $32.4M |
| Frontier Capital Management Co. LLC | 0.32% | Add +14.3% | 653,818 | $30.8M |
| Geode Capital Management, LLC | 0.00% | Add +2.8% | 626,417 | $29.5M |
| Simcoe Capital Management, LLC | 5.23% | Reduce -43.1% | 597,725 | $28.2M |
| William Blair Investment Management, LLC | 0.09% | Add +5.1% | 545,484 | $25.7M |
| Vanguard Portfolio Management LLC | 0.00% | — | 502,659 | $23.7M |
| Boston Trust Walden Corp | 0.18% | Reduce -10.2% | 467,079 | $22.0M |
| Fuller & Thaler Asset Management, Inc. | 0.07% | Add +59.3% | 462,672 | $21.8M |
| Royce & Associates LP | 0.21% | Reduce -23.9% | 448,950 | $21.2M |
| Shapiro Capital Management LLC | 1.32% | Reduce -8.9% | 448,388 | $21.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +10.5% | 432,918 | $20.4M |
| Mawer Investment Management Ltd. | 0.13% | Reduce -50.7% | 423,704 | $20.0M |
| Northern Trust Corp. | 0.00% | Add +0.2% | 418,683 | $19.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +107.8% | 414,312 | $19.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.5% | 335,167 | $15.6M |
| Loomis Sayles & Co. L P | 0.02% | Add +7.1% | 314,530 | $14.8M |
| Public Employees Retirement Association of Colorado | 0.05% | Add +20.2% | 295,274 | $13.9M |
| Algert Global LLC | 0.20% | Add +5623.7% | 277,600 | $13.1M |
| Access Investment Management LLC | 2.93% | Add +6.5% | 233,835 | $11.0M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 180,488 | $8.5M |
| D. E. Shaw & Co. | 0.01% | Reduce -4.6% | 165,075 | $7.8M |
| Marathon Asset Management Ltd | 0.28% | Add +13.4% | 154,456 | $7.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.6% | 146,388 | $6.9M |
| UBS Group AG | 0.00% | Add +8.9% | 146,329 | $6.9M |
| Jane Street Group, LLC | 0.01% | Add +32.4% | 144,936 | $6.8M |
| Bank of America Corp. | 0.00% | Reduce -11.2% | 144,496 | $6.8M |
| Aberdeen Group plc | 0.01% | Reduce -27.5% | 138,913 | $6.5M |
| Principal Financial Group Inc. | 0.00% | Add +2.2% | 129,497 | $6.1M |
| Invesco Ltd. | 0.00% | Add +26.3% | 109,510 | $5.2M |
| Ophir Asset Management Pty Ltd | 0.60% | New | 108,665 | $5.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +33.3% | 108,030 | $5.1M |
| Qube Research & Technologies Ltd | 0.01% | New | 106,779 | $5.0M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -1.2% | 101,766 | $4.8M |
| Public Sector Pension Investment Board | 0.01% | Add +3.4% | 94,978 | $4.5M |
| King Luther Capital Management Corp. | 0.02% | Add +22.7% | 88,988 | $4.2M |
| Nuveen, LLC | 0.00% | Reduce -2.3% | 81,951 | $3.9M |
| Franklin Resources Inc. | 0.00% | Add +208.4% | 79,759 | $3.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.9% | 77,421 | $3.6M |
| Rhumbline Advisers | 0.00% | Add +1.4% | 74,175 | $3.5M |
| Isthmus Partners, LLC | 0.36% | Add +2.5% | 72,901 | $3.4M |
| AQR Capital Management | 0.00% | Add +179.2% | 72,900 | $3.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +198.4% | 71,902 | $3.4M |
| Globeflex Capital L P | 0.49% | No change | 68,494 | $3.2M |
| Bridge City Capital, LLC | 0.89% | Add +19.4% | 68,461 | $3.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.2% | 65,094 | $3.1M |
| Prudential Financial Inc. | 0.00% | Add +3.4% | 63,680 | $3.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +6.0% | 64,995 | $3.0M |
| Legal & General Group Plc | 0.00% | Reduce -9.1% | 61,993 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.5% | 56,694 | $2.7M |
| Assetmark, Inc. | 0.01% | Add +6.0% | 53,171 | $2.5M |
| Fisher Asset Management | 0.00% | Add +0.2% | 52,832 | $2.5M |
| Man Group plc | 0.01% | Reduce -13.2% | 51,994 | $2.5M |
| Swiss National Bank | 0.00% | Reduce -3.3% | 49,900 | $2.4M |
| Creative Planning | 0.00% | Add +84.2% | 48,647 | $2.3M |
| Villanova Investment Management Co LLC | 2.33% | Reduce -4.6% | 48,287 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.6% | 46,678 | $2.2M |
| Inspire Investing, LLC | 0.13% | Add +360.7% | 46,150 | $2.2M |
| Moran Wealth Management, LLC | 0.07% | Add +2.5% | 45,493 | $2.1M |
| Two Sigma Investments, LP | 0.00% | Reduce -23.2% | 43,594 | $2.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +15.9% | 42,679 | $2.0M |
| New York State Teachers Retirement System | 0.00% | Reduce -6.1% | 41,261 | $1.9M |
| Millennium Management | 0.00% | Reduce -57.9% | 38,450 | $1.8M |
| Harbor Capital Advisors, Inc. | 0.14% | Reduce -25.7% | 37,504 | $1.8M |
| Deutsche Bank AG | 0.00% | Add +6.8% | 36,427 | $1.7M |
| California State Teachers Retirement System | 0.00% | Add +40.9% | 35,691 | $1.7M |
| First Trust Advisors LP | 0.00% | Reduce -30.9% | 32,146 | $1.5M |
| SG Americas Securities, LLC | 0.00% | Add +74.0% | 31,532 | $1.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -93.9% | 29,408 | $1.4M |
| Wedge Capital Management L L P | 0.02% | Reduce -6.1% | 26,159 | $1.2M |
| Gotham Asset Management | 0.00% | Add +33.5% | 26,101 | $1.2M |
| New York State Common Retirement Fund | 0.00% | Add +16.1% | 25,900 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +11.7% | 23,986 | $1.1M |
| Nomura Holdings Inc. | 0.01% | New | 23,574 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -34.2% | 22,982 | $1.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 22,151 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.4% | 21,876 | $1.0M |
| Fifth Third Bancorp | 0.00% | Add +13834.6% | 21,738 | $1.0M |
| ExodusPoint Capital Management, LP | 0.01% | Add +23.9% | 21,022 | $991K |
| Victory Capital Management Inc. | 0.00% | Add +1.4% | 20,978 | $989K |
| Bank of Montreal | 0.00% | Add +0.6% | 20,709 | $976K |
| Legato Capital Management LLC | 0.08% | Reduce -31.6% | 18,310 | $863K |
| Numerai GP LLC | 0.08% | Reduce -32.6% | 17,950 | $846K |
| Pathstone Holdings, LLC | 0.00% | Add +50.6% | 17,678 | $833K |
| James Investment Research, Inc. | 0.09% | No change | 17,362 | $818K |
| Envestnet Asset Management Inc. | 0.00% | Add +134.3% | 17,021 | $802K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -2.2% | 16,915 | $797K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 16,758 | $790K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +179.3% | 16,200 | $764K |
| Citadel Advisors | 0.00% | Reduce -65.4% | 15,951 | $752K |
| Raymond James Financial Inc. | 0.00% | Reduce -2.2% | 14,547 | $686K |
| MetLife Investment Management, LLC | 0.00% | Reduce -5.2% | 13,843 | $653K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -14.6% | 13,762 | $649K |
| Engineers Gate Manager LP | 0.01% | New | 13,244 | $624K |
| Janus Henderson Group PLC | 0.00% | No change | 12,777 | $602K |
| Martingale Asset Management L P | 0.01% | Add +5.2% | 12,217 | $576K |
| American Century Companies Inc. | 0.00% | Reduce -75.5% | 12,104 | $571K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.2% | 11,970 | $564K |
| Caxton Associates LLP | 0.01% | Add +21.9% | 11,826 | $557K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.3% | 11,800 | $556K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +15.0% | 11,443 | $539K |
| Marshall Wace, LLP | 0.00% | New | 11,400 | $537K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.1% | 11,237 | $530K |
| Quadrature Capital Ltd | 0.01% | New | 11,017 | $519K |
| Vanguard Global Advisers, LLC | 0.00% | — | 10,948 | $516K |
| Magnetar Financial LLC | 0.01% | New | 10,563 | $498K |
| Susquehanna International Group, LLP | 0.00% | New | 10,091 | $476K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +1.2% | 9,937 | $475K |
| Ritholtz Wealth Management | 0.01% | Reduce -3.4% | 9,953 | $469K |
| Wells Fargo & Company | 0.00% | Reduce -66.6% | 9,770 | $461K |
| Bokf, NA | 0.01% | Add +65.6% | 9,741 | $459K |
| Evolve Private Wealth, LLC | 0.02% | Add +7.9% | 9,374 | $442K |
| State of Wyoming | 0.05% | Add +598.0% | 9,319 | $439K |
| Sei Investments Co. | 0.00% | Reduce -4.9% | 8,781 | $414K |
| Natixis | 0.00% | Add +112.8% | 8,300 | $391K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -87.0% | 8,182 | $386K |
| FMR LLC | 0.00% | Reduce -38.9% | 8,175 | $385K |
| Brevan Howard Capital Management LP | 0.00% | New | 8,109 | $382K |
| Liontrust Investment Partners LLP | 0.01% | Reduce -4.2% | 7,912 | $373K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -2.9% | 7,884 | $372K |
| Amalgamated Bank | 0.00% | Reduce -0.9% | 7,610 | $359K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.3% | 7,569 | $357K |
| Mariner, LLC | 0.00% | New | 7,527 | $355K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 7,362 | $347K |
| Canada Pension Plan Investment Board | 0.00% | Add +15.9% | 7,300 | $344K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 7,079 | $334K |
| Yousif Capital Management, LLC | 0.00% | Reduce -1.3% | 7,043 | $332K |
| Arizona State Retirement System | 0.00% | Reduce -5.3% | 6,925 | $326K |
| Mercer Global Advisors Inc. | 0.00% | New | 6,923 | $326K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -8.8% | 6,896 | $325K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 6,805 | $321K |
| Empowered Funds, LLC | 0.00% | New | 6,696 | $316K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 6,562 | $309K |
| Squarepoint Ops LLC | 0.00% | Reduce -67.7% | 6,530 | $308K |
| Intech Investment Management LLC | 0.00% | Reduce -45.1% | 6,508 | $307K |
| Lido Advisors, LLC | 0.00% | Add +30.2% | 6,325 | $298K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 6,148 | $290K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -50.3% | 6,135 | $289K |
| Oregon Public Employees Retirement Fund | 0.00% | No change | 6,091 | $287K |
| KLP Kapitalforvaltning As | 0.00% | Add +9.3% | 5,900 | $278K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 5,638 | $266K |
| BNP Paribas Financial Markets | 0.00% | Reduce -0.8% | 5,520 | $260K |
| Cerity Partners LLC | 0.00% | New | 5,403 | $255K |
| Campbell & CO Investment Adviser LLC | 0.01% | Reduce -69.7% | 5,002 | $236K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -10.3% | 4,938 | $233K |
| Brooklyn Investment Group | 0.01% | New | 4,780 | $225K |
| LPL Financial LLC | 0.00% | New | 4,775 | $225K |
| Royal Bank of Canada | 0.00% | Reduce -39.1% | 4,744 | $225K |
| Barclays PLC | 0.00% | Reduce -88.1% | 4,754 | $224K |
| Aquatic Capital Management LLC | 0.01% | New | 4,724 | $223K |
| Voya Investment Management LLC | 0.00% | Reduce -2.4% | 4,641 | $219K |
| Citigroup Inc. | 0.00% | Reduce -48.0% | 4,629 | $218K |
| XTX Topco Ltd | 0.00% | Reduce -85.9% | 4,538 | $214K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 4,501 | $212K |
| Amundi | 0.00% | New | 4,442 | $209K |
| Choreo, LLC | 0.00% | Reduce -0.9% | 4,340 | $205K |
| LSV Asset Management | 0.00% | No change | 3,700 | $174K |
| Cwm, LLC | 0.00% | Add +364.6% | 3,289 | $155K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +498.1% | 12,596 | $127K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,224 | $105K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +346.8% | 2,082 | $98K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 1,703 | $80K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.00% | No change | 1,500 | $71K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -87.3% | 1,483 | $70K |
| North Star Investment Management Corp. | 0.00% | No change | 1,358 | $64K |
| Acadian Asset Management LLC | 0.00% | New | 1,358 | $64K |
| Huntington National Bank | 0.00% | Reduce -7.5% | 1,278 | $60K |
| Hantz Financial Services, Inc. | 0.00% | Add +1093.2% | 1,229 | $58K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +30.6% | 1,047 | $49K |
| Quadrant Capital Group LLC | 0.00% | No change | 988 | $47K |
| Versant Capital Management, Inc | 0.00% | Reduce -17.7% | 988 | $47K |
| KBC Group NV | 0.00% | No change | 969 | $46K |
| TD Private Client Wealth LLC | 0.00% | Add +154.4% | 753 | $35K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +3.1% | 722 | $34K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -41.6% | 656 | $30K |
| Blue Trust, Inc. | 0.00% | Add +109.5% | 643 | $30K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +30.5% | 616 | $29K |
| Salem Investment Counselors Inc. | 0.00% | New | 603 | $28K |
| Nisa Investment Advisors, LLC | 0.00% | Add +23.8% | 530 | $25K |
| US Bancorp \de | 0.00% | Reduce -16.7% | 420 | $20K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 385 | $18K |
| Sterling Capital Management LLC | 0.00% | Reduce -34.1% | 355 | $17K |
| Allworth Financial LP | 0.00% | Add +285.9% | 355 | $17K |
| Smithfield Trust Co | 0.00% | No change | 350 | $16K |
| McMillan Office, Inc. | 0.00% | No change | 325 | $15K |
| Sound Income Strategies, LLC | 0.00% | Add +79.5% | 332 | $15K |
| Salomon & Ludwin, LLC | 0.00% | Add +67.2% | 301 | $14K |
| GAMMA Investing LLC | 0.00% | Reduce -4.9% | 252 | $12K |
| UMB Bank, n.a. | 0.00% | Add +1.7% | 238 | $11K |
| Osaic Holdings, Inc. | 0.00% | Add +20.6% | 222 | $10K |
| WealthCollab, LLC | 0.00% | No change | 221 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Add +46.2% | 212 | $10K |
| Mather Group, Llc. | 0.00% | New | 205 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 183 | $9K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.2% | 172 | $8K |
| Signaturefd, LLC | 0.00% | Add +84.1% | 162 | $8K |
| Los Angeles Capital Management LLC | 0.00% | No change | 159 | $7K |
| Pacer Advisors, Inc. | 0.00% | Add +59.0% | 159 | $7K |
| Toth Financial Advisory Corp. | 0.00% | No change | 140 | $7K |
| Covestor Ltd | 0.00% | Add +3.8% | 138 | $6K |
| Bessemer Group Inc. | 0.00% | Reduce -29.2% | 143 | $6K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 125 | $6K |
| Essential Partners LLC | 0.00% | Add +1916.7% | 121 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +413.0% | 118 | $6K |
| Arax Advisory Partners | 0.00% | Add +25.0% | 105 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Add +23.8% | 99 | $5K |
| Advisory Services Network, LLC | 0.00% | New | 99 | $5K |
| Rothschild Investment LLC | 0.00% | Add +108.9% | 94 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 76 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -8.4% | 76 | $4K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 72 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 67 | $3K |
| Root Financial Partners, LLC | 0.00% | Add +160.0% | 65 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 61 | $3K |
| MAI Capital Management | 0.00% | New | 58 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 55 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -28.8% | 42 | $2K |
| Simplex Trading, LLC | 0.00% | New | 41 | $2K |
| Private Trust Co. NA | 0.00% | No change | 40 | $2K |
| Torren Management, LLC | 0.00% | No change | 37 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 35 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 28 | $1K |
| Zions Bancorporation, National Association | 0.00% | No change | 24 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +29.4% | 22 | $1K |
| Basecamp Wealth Advisors LLC | 0.00% | New | 22 | $1K |
| IFP Advisors, Inc | 0.00% | Reduce -91.9% | 17 | $801 |
| Jones Financial Companies LLLP | 0.00% | No change | 16 | $732 |
| Sunbelt Securities, Inc. | 0.00% | No change | 14 | $660 |
| Ankerstar Wealth, LLC | 0.00% | No change | 10 | $471 |
| Dogwood Wealth Management LLC | 0.00% | No change | 6 | $283 |
| Parallel Advisors, LLC | 0.00% | No change | 5 | $236 |
| CoreCap Advisors, LLC | 0.00% | No change | 5 | $236 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 5 | $235 |
| Gilpin Wealth Management, LLC | 0.00% | Add +200.0% | 3 | $142 |
| Abound Wealth Management | 0.00% | No change | 3 | $142 |
| Larson Financial Group LLC | 0.00% | Reduce -91.7% | 2 | $94 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -96.4% | 1 | $47 |
| Hughes Financial Services, LLC | 0.00% | New | 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.