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Institutional Ownership · SEC Form 13F

Who owns Donnelley Financial Solutions (DFIN)


Which tracked institutional funds hold DFIN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DFIN company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

227
Institutional holders
23M
Shares held (tracked funds)
88.9%
Of shares outstanding

How the tape is positioned

43 tracked funds added or opened DFIN while 61 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

DFIN’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes DFIN more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in DFIN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 227 tracked filers holding DFIN, 108 increased or opened the position and 136 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in DFIN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 12

  • WINTON GROUP Ltd$3M
  • Anderson Financial Strategies, LLC$2M
  • MONIMUS CAPITAL MANAGEMENT, LP$2M
  • LAZARD ASSET MANAGEMENT LLC$2M
  • TEACHER RETIREMENT SYSTEM OF TEXAS$1M
  • Y-Intercept (Hong Kong) Ltd$1M

Full exits 18

  • Thrivent Financial for Lutherans$58M
  • WESTWOOD HOLDINGS GROUP INC$36M
  • Simcoe Capital Management, LLC$28M
  • PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$14M
  • Aberdeen Group plc$7M
  • Janney Montgomery Scott LLC$3M

Largest adds

  • BlackRock, Inc.$31M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$20M
  • Qube Research & Technologies Ltd$17M
  • Ophir Asset Management Pty Ltd$10M
  • ALGERT GLOBAL LLC$9M
  • AQR CAPITAL MANAGEMENT LLC$5M

Largest trims

  • FRONTIER CAPITAL MANAGEMENT CO LLC$13M
  • MORGAN STANLEY$10M
  • VANGUARD CAPITAL MANAGEMENT LLC$8M
  • GOLDMAN SACHS GROUP INC$6M
  • Mawer Investment Management Ltd.$5M
  • PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$5M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added3,937,601$165M17.7%2026-Q2
STATE STREET CORP added1,200,445$50M5.4%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed1,056,961$44M4.7%2026-Q2
Alberta Investment Management Corp added1,052,611$44M4.7%2026-Q2
MORGAN STANLEY trimmed820,801$34M3.7%2026-Q2
RICE HALL JAMES & ASSOCIATES, LLC trimmed775,119$33M3.5%2026-Q2
DIMENSIONAL FUND ADVISORS LP added699,080$29M3.1%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added633,806$27M2.8%2026-Q2
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added631,933$27M2.8%2026-Q2
FULLER & THALER ASSET MANAGEMENT, INC. added629,252$26M2.8%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added562,516$24M2.5%2026-Q2
Qube Research & Technologies Ltd added530,227$22M2.4%2026-Q2
ALGERT GLOBAL LLC added529,983$22M2.4%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added516,410$22M2.3%2026-Q2
Boston Trust Walden Corp trimmed449,160$19M2.0%2026-Q2
ROYCE & ASSOCIATES LP trimmed434,271$18M2.0%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed429,256$18M1.9%2026-Q2
SHAPIRO CAPITAL MANAGEMENT LLC trimmed425,415$18M1.9%2026-Q2
FRONTIER CAPITAL MANAGEMENT CO LLC trimmed419,466$18M1.9%2026-Q2
NORTHERN TRUST CORP trimmed397,329$17M1.8%2026-Q2
Ophir Asset Management Pty Ltd added368,192$15M1.7%2026-Q2
Mawer Investment Management Ltd. trimmed347,156$15M1.6%2026-Q2
GOLDMAN SACHS GROUP INC trimmed333,164$14M1.5%2026-Q2
JPMORGAN CHASE & CO trimmed330,056$14M1.5%2026-Q2
Access Investment Management LLC added306,305$13M1.4%2026-Q2
LOOMIS SAYLES & CO L P trimmed303,168$13M1.4%2026-Q2
AQR CAPITAL MANAGEMENT LLC added201,088$8M0.9%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed175,778$7M0.8%2026-Q2
Bank of New York Mellon Corp trimmed141,481$6M0.6%2026-Q2
D. E. Shaw & Co., Inc. trimmed136,259$6M0.6%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed133,693$6M0.6%2026-Q2
Russell Investments Group, Ltd. added126,902$5M0.6%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed121,808$5M0.5%2026-Q2
Marathon Asset Management Ltd trimmed120,804$5M0.5%2026-Q2
FRANKLIN RESOURCES INC added119,593$5M0.5%2026-Q2
Invesco Ltd. trimmed106,951$4M0.5%2026-Q2
JANE STREET GROUP, LLC trimmed98,502$4M0.4%2026-Q2
UBS Group AG trimmed97,975$4M0.4%2026-Q2
Bridge City Capital, LLC added89,065$4M0.4%2026-Q2
PRUDENTIAL FINANCIAL INC added86,270$4M0.4%2026-Q2
Public Sector Pension Investment Board trimmed85,850$4M0.4%2026-Q2
ExodusPoint Capital Management, LP added84,676$4M0.4%2026-Q2
Nuveen, LLC trimmed78,932$3M0.4%2026-Q2
AMERIPRISE FINANCIAL INC added78,916$3M0.4%2026-Q2
ISTHMUS PARTNERS, LLC added76,464$3M0.3%2026-Q2
Inspire Investing, LLC added73,137$3M0.3%2026-Q2
Villanova Investment Management Co LLC added73,050$3M0.3%2026-Q2
Cresset Asset Management, LLC added69,344$3M0.3%2026-Q2
GLOBEFLEX CAPITAL L P68,494$3M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed67,451$3M0.3%2026-Q2
WINTON GROUP Ltd added67,059$3M0.3%2026-Q2
RHUMBLINE ADVISERS trimmed63,233$3M0.3%2026-Q2
Creative Planning added62,973$3M0.3%2026-Q2
MILLENNIUM MANAGEMENT LLC added57,211$2M0.3%2026-Q2
Legal & General Group Plc trimmed55,771$2M0.3%2026-Q2
XTX Topco Ltd added54,527$2M0.2%2026-Q2
FMR LLC added53,024$2M0.2%2026-Q2
Fisher Asset Management, LLC trimmed52,264$2M0.2%2026-Q2
ASSETMARK, INC trimmed51,235$2M0.2%2026-Q2
Man Group plc trimmed48,585$2M0.2%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added48,096$2M0.2%2026-Q2
Swiss National Bank trimmed46,200$2M0.2%2026-Q2
MONIMUS CAPITAL MANAGEMENT, LP new44,806$2M0.2%2026-Q2
KING LUTHER CAPITAL MANAGEMENT CORP trimmed43,524$2M0.2%2026-Q2
Anderson Financial Strategies, LLC new42,965$2M0.2%2026-Q2
DEUTSCHE BANK AG\ added38,086$2M0.2%2026-Q2
LAZARD ASSET MANAGEMENT LLC added37,205$2M0.2%2026-Q2
WEDGE CAPITAL MANAGEMENT L L P/NC added36,151$2M0.2%2026-Q2
FIRST TRUST ADVISORS LP added35,843$2M0.2%2026-Q2
AMERICAN CENTURY COMPANIES INC added33,230$1M0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added31,500$1M0.1%2026-Q2
Numerai GP LLC added30,213$1M0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed29,393$1M0.1%2026-Q2
VIRGINIA RETIREMENT SYSTEMS ET Al added29,200$1M0.1%2026-Q2
TEACHER RETIREMENT SYSTEM OF TEXAS added29,056$1M0.1%2026-Q2
MARTINGALE ASSET MANAGEMENT L P added28,824$1M0.1%2026-Q2
Engineers Gate Manager LP added27,247$1M0.1%2026-Q2
Y-Intercept (Hong Kong) Ltd added26,337$1M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed26,154$1M0.1%2026-Q2
Aquatic Capital Management LLC added23,181$972K0.1%2026-Q2
WELLS FARGO & COMPANY/MN added23,130$970K0.1%2026-Q2
PNC Financial Services Group, Inc. trimmed22,818$957K0.1%2026-Q2
Jump Financial, LLC added20,960$879K0.1%2026-Q2
BANK OF MONTREAL /CAN/ added20,839$874K0.1%2026-Q2
Allspring Global Investments Holdings, LLC trimmed20,533$906K0.1%2026-Q2
Quantinno Capital Management LP trimmed20,141$845K0.1%2026-Q2
FIFTH THIRD BANCORP trimmed20,126$844K0.1%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed19,925$836K0.1%2026-Q2
CANADA PENSION PLAN INVESTMENT BOARD added19,600$822K0.1%2026-Q2
CITIGROUP INC added19,000$797K0.1%2026-Q2
CITADEL ADVISORS LLC added18,687$784K0.1%2026-Q2
JAMES INVESTMENT RESEARCH, INC.17,362$728K0.1%2026-Q2
Pathstone Holdings, LLC trimmed16,769$703K0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd16,758$703K0.1%2026-Q2
OP Asset Management Ltd trimmed16,425$689K0.1%2026-Q2
Vident Advisory, LLC added15,755$661K0.1%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed15,011$630K0.1%2026-Q2
Illinois Municipal Retirement Fund added14,858$623K0.1%2026-Q2
Brevan Howard Capital Management LP added14,308$600K0.1%2026-Q2
BOKF, NA added14,002$587K0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership