DONNELLEY FINL SOLUTIONS INC (DFIN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
226
Reporting holders
$973.5M
Reported value
94.4%
Of shares outstanding
0.0%
Held as options
+1
Holder change
Institutions report 23,200,158 shares against 24,585,383 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $165.2M | 3,937,601 | 0.00% | 8q | -1.4%-$2.4M |
| STATE STREET CORP | $50.4M | 1,200,445 | 0.00% | 31q | +3.4%+$1.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $44.3M | 1,056,961 | 0.00% | 2q | -5.2%-$2.4M |
| Alberta Investment Management Corp | $44.2M | 1,052,611 | 0.25% | 31q | +23.5%+$8.4M |
| MORGAN STANLEY | $34.4M | 820,801 | 0.00% | 35q | -13.5%-$5.4M |
| RICE HALL JAMES & ASSOCIATES, LLC | $32.5M | 775,119 | 1.58% | 22q | -0.6%-$206.3K |
| DIMENSIONAL FUND ADVISORS LP | $29.3M | 699,080 | 0.01% | 31q | +1.9%+$534.8K |
| GEODE CAPITAL MANAGEMENT, LLC | $26.6M | 633,806 | 0.00% | 31q | +1.2%+$310.0K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $26.5M | 631,933 | 0.08% | 14q | +15.8%+$3.6M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $26.4M | 629,252 | 0.07% | 25q | +36.0%+$7.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $23.6M | 562,516 | 0.01% | 3q | +682.3%+$20.6M |
| Qube Research & Technologies Ltd | $22.2M | 530,227 | 0.02% | 2q | +396.6%+$17.8M |
| ALGERT GLOBAL LLC | $22.2M | 529,983 | 0.26% | 3q | -4.5%-$1.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $21.7M | 516,410 | 0.00% | 2q | +2.7%+$576.9K |
| Boston Trust Walden Corp | $18.8M | 449,160 | 0.14% | 12q | -3.8%-$751.7K |
| ROYCE & ASSOCIATES LP | $18.2M | 434,271 | 0.15% | 31q | -3.3%-$615.8K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $18.0M | 429,256 | 0.00% | 31q | -0.8%-$153.6K |
| Sixth Street Partners Management Company, L.P. | $18.0M | 429,256 | 0.00% | new | NEW |
| SHAPIRO CAPITAL MANAGEMENT LLC | $17.8M | 425,415 | 1.08% | 7q | -5.1%-$963.7K |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $17.6M | 419,466 | 0.16% | 7q | -35.8%-$9.8M |
| NORTHERN TRUST CORP | $16.7M | 397,329 | 0.00% | 31q | -5.1%-$895.8K |
| Ophir Asset Management Pty Ltd | $15.4M | 368,192 | 1.27% | 2q | +238.8%+$10.9M |
| Mawer Investment Management Ltd. | $14.6M | 347,156 | 0.10% | 15q | -18.1%-$3.2M |
| GOLDMAN SACHS GROUP INC | $14.0M | 333,164 | 0.00% | 31q | -19.6%-$3.4M |
| JPMORGAN CHASE & CO | $13.8M | 330,056 | 0.00% | 31q | -1.5%-$213.0K |
| Access Investment Management LLC | $12.8M | 306,305 | 3.29% | 10q | +31.0%+$3.0M |
| LOOMIS SAYLES & CO L P | $12.7M | 303,168 | 0.02% | 6q | -3.6%-$476.6K |
| AQR CAPITAL MANAGEMENT LLC | $8.4M | 201,088 | 0.00% | 24q | +175.8%+$5.4M |
| VANGUARD FIDUCIARY TRUST CO | $7.4M | 175,778 | 0.00% | 2q | -2.6%-$197.6K |
| Public Sector Pension Investment Board | $7.2M | 171,700 | 0.01% | 31q | +80.8%+$3.2M |
| Bank of New York Mellon Corp | $5.9M | 141,481 | 0.00% | 31q | -3.4%-$205.8K |
| D. E. Shaw & Co., Inc. | $5.7M | 136,259 | 0.00% | 31q | -17.5%-$1.2M |
| BANK OF AMERICA CORP /DE/ | $5.6M | 133,693 | 0.00% | 31q | -7.5%-$453.2K |
| Russell Investments Group, Ltd. | $5.3M | 126,902 | 0.00% | 31q | +17.5%+$791.7K |
| PRINCIPAL FINANCIAL GROUP INC | $5.1M | 121,808 | 0.00% | 31q | -5.9%-$322.6K |
| Marathon Asset Management Ltd | $5.1M | 120,804 | 0.21% | 14q | -21.8%-$1.4M |
| FRANKLIN RESOURCES INC | $5.0M | 119,593 | 0.00% | 5q | +49.9%+$1.7M |
| Invesco Ltd. | $4.5M | 106,951 | 0.00% | 31q | -2.3%-$107.4K |
| JANE STREET GROUP, LLC | $4.1M | 98,502 | 0.00% | 6q | -32.0%-$1.9M |
| UBS Group AG | $4.1M | 97,975 | 0.00% | 31q | -33.0%-$2.0M |
| Bridge City Capital, LLC | $3.7M | 89,065 | 0.85% | 11q | +30.1%+$864.3K |
| PRUDENTIAL FINANCIAL INC | $3.6M | 86,270 | 0.00% | 31q | +35.5%+$947.7K |
| ExodusPoint Capital Management, LP | $3.6M | 84,676 | 0.02% | 4q | +302.8%+$2.7M |
| Nuveen, LLC | $3.3M | 78,932 | 0.00% | 6q | -3.7%-$126.6K |
| AMERIPRISE FINANCIAL INC | $3.3M | 78,916 | 0.00% | 31q | -15.5%-$605.8K |
| ISTHMUS PARTNERS, LLC | $3.2M | 76,464 | 0.31% | 6q | +4.9%+$149.5K |
| Inspire Investing, LLC | $3.1M | 73,137 | 0.13% | 13q | +58.5%+$1.1M |
| Villanova Investment Management Co LLC | $3.1M | 73,050 | 2.91% | 3q | +51.3%+$1.0M |
| Cresset Asset Management, LLC | $2.9M | 69,344 | 0.01% | 17q | +6.5%+$178.3K |
| GLOBEFLEX CAPITAL L P | $2.9M | 68,494 | 0.37% | 22q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.8M | 67,451 | 0.00% | 21q | -12.9%-$418.2K |
| WINTON GROUP Ltd | $2.8M | 67,059 | 0.09% | new | NEW |
| RHUMBLINE ADVISERS | $2.7M | 63,233 | 0.00% | 31q | -14.8%-$459.0K |
| Creative Planning | $2.6M | 62,973 | 0.00% | 7q | +29.4%+$601.0K |
| MILLENNIUM MANAGEMENT LLC | $2.4M | 57,211 | 0.00% | 21q | +48.8%+$787.0K |
| Legal & General Group Plc | $2.3M | 55,771 | 0.00% | 31q | -10.0%-$261.0K |
| XTX Topco Ltd | $2.3M | 54,527 | 0.03% | 4q | +1101.6%+$2.1M |
| FMR LLC | $2.2M | 53,024 | 0.00% | 25q | +548.6%+$1.9M |
| Fisher Asset Management, LLC | $2.2M | 52,264 | 0.00% | 17q | -1.1%-$23.8K |
| ASSETMARK, INC | $2.1M | 51,235 | 0.00% | 19q | -3.6%-$81.2K |
| Anderson Financial Strategies, LLC | $2.1M | 42,965 | 1.09% | new | NEW |
| Man Group plc | $2.0M | 48,585 | 0.00% | 15q | -6.6%-$143.0K |
| Swiss National Bank | $1.9M | 46,200 | 0.00% | 21q | -7.4%-$155.2K |
| MONIMUS CAPITAL MANAGEMENT, LP | $1.9M | 44,806 | 0.44% | new | NEW |
| KING LUTHER CAPITAL MANAGEMENT CORP | $1.8M | 43,524 | 0.01% | 5q | -51.1%-$1.9M |
| DEUTSCHE BANK AG\ | $1.6M | 38,086 | 0.00% | 34q | +4.6%+$69.6K |
| LAZARD ASSET MANAGEMENT LLC | $1.6M | 37,205 | 0.00% | new | NEW |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $1.5M | 36,151 | 0.03% | 31q | +38.2%+$419.2K |
| FIRST TRUST ADVISORS LP | $1.5M | 35,843 | 0.00% | 13q | +11.5%+$155.1K |
| AMERICAN CENTURY COMPANIES INC | $1.4M | 33,230 | 0.00% | 31q | +174.5%+$886.2K |
| ALLIANCEBERNSTEIN L.P. | $1.4M | 29,393 | 0.00% | 31q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $1.3M | 31,500 | 0.00% | 31q | +21.6%+$234.9K |
| Numerai GP LLC | $1.3M | 30,213 | 0.10% | 6q | +68.3%+$514.4K |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $1.2M | 29,056 | 0.00% | new | NEW |
| MARTINGALE ASSET MANAGEMENT L P | $1.2M | 28,824 | 0.03% | 11q | +135.9%+$696.7K |
| Engineers Gate Manager LP | $1.1M | 27,247 | 0.01% | 2q | +105.7%+$587.4K |
| Y-Intercept (Hong Kong) Ltd | $1.1M | 26,337 | 0.02% | new | NEW |
| Louisiana State Employees Retirement System | $1.0M | 22,700 | 0.01% | 24q | +92.4%+$486.7K |
| Aquatic Capital Management LLC | $972.4K | 23,181 | 0.03% | 2q | +390.7%+$774.3K |
| WELLS FARGO & COMPANY/MN | $970.3K | 23,130 | 0.00% | 31q | +18.4%+$150.6K |
| PNC Financial Services Group, Inc. | $957.2K | 22,818 | 0.00% | 31q | -0.7%-$6.9K |
| Allspring Global Investments Holdings, LLC | $905.9K | 20,533 | 0.00% | 19q | -68.4%-$2.0M |
| Jump Financial, LLC | $879.3K | 20,960 | 0.01% | new | NEW |
| BANK OF MONTREAL /CAN/ | $874.2K | 20,839 | 0.00% | 13q | +0.6%+$5.5K |
| Quantinno Capital Management LP | $844.9K | 20,141 | 0.00% | 5q | -16.0%-$161.3K |
| FIFTH THIRD BANCORP | $844.3K | 20,126 | 0.00% | 20q | -7.4%-$67.6K |
| TWO SIGMA INVESTMENTS, LP | $835.9K | 19,925 | 0.00% | 14q | -54.3%-$992.9K |
| CANADA PENSION PLAN INVESTMENT BOARD | $822.2K | 19,600 | 0.00% | 3q | +168.5%+$516.0K |
| CITIGROUP INC | $797.0K | 19,000 | 0.00% | 31q | +310.5%+$602.9K |
| CITADEL ADVISORS LLC | $783.9K | 18,687 | 0.00% | 27q | +17.2%+$114.8K |
| JAMES INVESTMENT RESEARCH, INC. | $728.3K | 17,362 | 0.07% | 23q | HELD |
| RITHOLTZ WEALTH MANAGEMENT | $720.2K | 17,168 | 0.01% | 22q | +72.5%+$302.7K |
| Pathstone Holdings, LLC | $703.5K | 16,769 | 0.00% | 11q | -5.1%-$38.1K |
| VANGUARD ASSET MANAGEMENT, Ltd | $703.0K | 16,758 | 0.00% | 2q | HELD |
| OP Asset Management Ltd | $689.0K | 16,425 | 0.01% | new | NEW |
| Vident Advisory, LLC | $660.9K | 15,755 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $629.7K | 15,011 | 0.00% | 20q | -11.8%-$84.3K |
| Illinois Municipal Retirement Fund | $623.3K | 14,858 | 0.01% | 12q | +8.0%+$46.0K |
| Brevan Howard Capital Management LP | $600.2K | 14,308 | 0.00% | 2q | +76.4%+$260.0K |
| BOKF, NA | $587.4K | 14,002 | 0.01% | 8q | +43.7%+$178.7K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13G/A | Vanguard Capital Management | 5.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 226 | $973.5M | 23,200,158 | 35 | 73 | 77 | 0.0% |
| Q1 2026 | 225 | $1.1B | 22,823,080 | 29 | 80 | 73 | 0.0% |
| Q4 2025 | 216 | $1.1B | 23,731,749 | 22 | 53 | 86 | 0.0% |
| Q3 2025 | 222 | $1.3B | 25,329,127 | 28 | 78 | 73 | 0.0% |
| Q2 2025 | 225 | $1.6B | 25,288,074 | 30 | 67 | 85 | 0.0% |
| Q1 2025 | 212 | $1.1B | 24,371,860 | 29 | 72 | 74 | 0.0% |
| Q4 2024 | 224 | $1.7B | 27,072,993 | 26 | 71 | 72 | 0.0% |
| Q3 2024 | 235 | $1.8B | 26,878,647 | 21 | 77 | 78 | 0.1% |
| Q2 2024 | 226 | $1.6B | 26,809,843 | 23 | 74 | 73 | 0.1% |
| Q1 2024 | 222 | $1.8B | 28,424,084 | 38 | 67 | 67 | 0.1% |
| Q4 2023 | 194 | $1.7B | 27,360,705 | 19 | 54 | 79 | 0.1% |
| Q3 2023 | 187 | $1.5B | 25,816,565 | 15 | 43 | 83 | 0.1% |
| Q2 2023 | 187 | $1.2B | 26,123,483 | 26 | 48 | 66 | 0.2% |
| Q1 2023 | 163 | $1.1B | 26,232,326 | 16 | 46 | 61 | 0.2% |
| Q4 2022 | 151 | $885.8M | 22,854,920 | 23 | 33 | 62 | 0.5% |
| Q3 2022 | 196 | $1.0B | 27,775,632 | 27 | 41 | 89 | 0.1% |
| Q2 2022 | 189 | $846.6M | 28,841,670 | 16 | 35 | 94 | 0.2% |
| Q1 2022 | 214 | $998.2M | 29,941,496 | 26 | 76 | 73 | 0.2% |
| Q4 2021 | 219 | $1.4B | 29,619,186 | 30 | 50 | 87 | 0.2% |
| Q3 2021 | 187 | $1.0B | 29,967,876 | 24 | 51 | 66 | 0.2% |
| Q2 2021 | 181 | $991.9M | 29,796,715 | 26 | 49 | 62 | 0.9% |
| Q1 2021 | 167 | $830.9M | 29,641,933 | 30 | 30 | 75 | 0.6% |
| Q4 2020 | 156 | $496.7M | 29,077,821 | 16 | 47 | 59 | 0.5% |
| Q3 2020 | 155 | $401.9M | 30,025,791 | 23 | 30 | 63 | 0.2% |
| Q2 2020 | 149 | $264.9M | 31,485,314 | 30 | 38 | 46 | 0.2% |
| Q1 2020 | 137 | $169.4M | 32,105,156 | 13 | 48 | 40 | 0.0% |
| Q4 2019 | 151 | $352.9M | 33,674,767 | 21 | 58 | 35 | 0.2% |
| Q3 2019 | 148 | $403.7M | 32,774,698 | 13 | 44 | 49 | 0.0% |
| Q2 2019 | 146 | $439.3M | 32,842,826 | 12 | 40 | 44 | 0.3% |
| Q1 2019 | 162 | $487.2M | 32,716,182 | 20 | 52 | 45 | 0.1% |
| Q4 2018 | 172 | $459.3M | 32,681,561 | 4 | 0 | 5 | 0.1% |