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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 3,937,601 | $165M | 17.7% | 2026-Q2 |
| STATE STREET CORP added | 1,200,445 | $50M | 5.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,056,961 | $44M | 4.7% | 2026-Q2 |
| Alberta Investment Management Corp added | 1,052,611 | $44M | 4.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 820,801 | $34M | 3.7% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC trimmed | 775,119 | $33M | 3.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 699,080 | $29M | 3.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 633,806 | $27M | 2.8% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 631,933 | $27M | 2.8% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 629,252 | $26M | 2.8% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 562,516 | $24M | 2.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 530,227 | $22M | 2.4% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 529,983 | $22M | 2.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 516,410 | $22M | 2.3% | 2026-Q2 |
| Boston Trust Walden Corp trimmed | 449,160 | $19M | 2.0% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 434,271 | $18M | 2.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 429,256 | $18M | 1.9% | 2026-Q2 |
| SHAPIRO CAPITAL MANAGEMENT LLC trimmed | 425,415 | $18M | 1.9% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 419,466 | $18M | 1.9% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 397,329 | $17M | 1.8% | 2026-Q2 |
| Ophir Asset Management Pty Ltd added | 368,192 | $15M | 1.7% | 2026-Q2 |
| Mawer Investment Management Ltd. trimmed | 347,156 | $15M | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 333,164 | $14M | 1.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 330,056 | $14M | 1.5% | 2026-Q2 |
| Access Investment Management LLC added | 306,305 | $13M | 1.4% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 303,168 | $13M | 1.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 201,088 | $8M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 175,778 | $7M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 141,481 | $6M | 0.6% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 136,259 | $6M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 133,693 | $6M | 0.6% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 126,902 | $5M | 0.6% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 121,808 | $5M | 0.5% | 2026-Q2 |
| Marathon Asset Management Ltd trimmed | 120,804 | $5M | 0.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 119,593 | $5M | 0.5% | 2026-Q2 |
| Invesco Ltd. trimmed | 106,951 | $4M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 98,502 | $4M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 97,975 | $4M | 0.4% | 2026-Q2 |
| Bridge City Capital, LLC added | 89,065 | $4M | 0.4% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 86,270 | $4M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 85,850 | $4M | 0.4% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 84,676 | $4M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 78,932 | $3M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 78,916 | $3M | 0.4% | 2026-Q2 |
| ISTHMUS PARTNERS, LLC added | 76,464 | $3M | 0.3% | 2026-Q2 |
| Inspire Investing, LLC added | 73,137 | $3M | 0.3% | 2026-Q2 |
| Villanova Investment Management Co LLC added | 73,050 | $3M | 0.3% | 2026-Q2 |
| Cresset Asset Management, LLC added | 69,344 | $3M | 0.3% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P | 68,494 | $3M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 67,451 | $3M | 0.3% | 2026-Q2 |
| WINTON GROUP Ltd added | 67,059 | $3M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 63,233 | $3M | 0.3% | 2026-Q2 |
| Creative Planning added | 62,973 | $3M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 57,211 | $2M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 55,771 | $2M | 0.3% | 2026-Q2 |
| XTX Topco Ltd added | 54,527 | $2M | 0.2% | 2026-Q2 |
| FMR LLC added | 53,024 | $2M | 0.2% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 52,264 | $2M | 0.2% | 2026-Q2 |
| ASSETMARK, INC trimmed | 51,235 | $2M | 0.2% | 2026-Q2 |
| Man Group plc trimmed | 48,585 | $2M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 48,096 | $2M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 46,200 | $2M | 0.2% | 2026-Q2 |
| MONIMUS CAPITAL MANAGEMENT, LP new | 44,806 | $2M | 0.2% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP trimmed | 43,524 | $2M | 0.2% | 2026-Q2 |
| Anderson Financial Strategies, LLC new | 42,965 | $2M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 38,086 | $2M | 0.2% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 37,205 | $2M | 0.2% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC added | 36,151 | $2M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 35,843 | $2M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 33,230 | $1M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 31,500 | $1M | 0.1% | 2026-Q2 |
| Numerai GP LLC added | 30,213 | $1M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 29,393 | $1M | 0.1% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 29,200 | $1M | 0.1% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 29,056 | $1M | 0.1% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 28,824 | $1M | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP added | 27,247 | $1M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 26,337 | $1M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 26,154 | $1M | 0.1% | 2026-Q2 |
| Aquatic Capital Management LLC added | 23,181 | $972K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 23,130 | $970K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 22,818 | $957K | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 20,960 | $879K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 20,839 | $874K | 0.1% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 20,533 | $906K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 20,141 | $845K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 20,126 | $844K | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 19,925 | $836K | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 19,600 | $822K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 19,000 | $797K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 18,687 | $784K | 0.1% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. | 17,362 | $728K | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 16,769 | $703K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 16,758 | $703K | 0.1% | 2026-Q2 |
| OP Asset Management Ltd trimmed | 16,425 | $689K | 0.1% | 2026-Q2 |
| Vident Advisory, LLC added | 15,755 | $661K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 15,011 | $630K | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund added | 14,858 | $623K | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 14,308 | $600K | 0.1% | 2026-Q2 |
| BOKF, NA added | 14,002 | $587K | 0.1% | 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.
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.