Institutional Ownership Donnelley Financial Solutions, Inc. (DFIN)
This table provides information about the institutional ownership of Donnelley Financial Solutions, Inc. (DFIN). We have compiled data on the 257 institutions that hold shares in the stock, with a total of 27.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,358
shares
|
$62,522
0.0% of portfolio
|
Q2 2024
Reduced 3.41%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,101
shares
|
$50,690
0.0% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
1,003
shares
|
$46,178
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
969
shares
|
$44,612
0.0% of portfolio
|
Q2 2025
Reduced 37.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
968
shares
|
$44,566
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
749
shares
|
$34,483
0.0% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
645
shares
|
$29,695
0.0% of portfolio
|
Q3 2025
Reduced 70.25%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
603
shares
|
$27,762
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
597
shares
|
$27,485
0.0% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
559
shares
|
$25,736
0.0% of portfolio
|
Q3 2025
Added 127.24%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
496
shares
|
$22,835
0.0% of portfolio
|
Q3 2025
Added 27.84%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
430
shares
|
$19,797
0.0% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
389
shares
|
$17,909
0.0% of portfolio
|
Q3 2025
Added 12.75%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
385
shares
|
$17,725
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
383
shares
|
$17,633
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
350
shares
|
$16,114
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
342
shares
|
$15,745
0.0% of portfolio
|
Q3 2025
Reduced 41.34%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
324
shares
|
$14,916
0.0% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
315
shares
|
$14,502
0.0% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
296
shares
|
$13,627
0.0% of portfolio
|
Q3 2025
Reduced 44.26%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
226
shares
|
$10,405
0.0% of portfolio
|
Q3 2025
Added 23.5%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
221
shares
|
$10,174
0.01% of portfolio
|
Q3 2025
Reduced 11.6%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
218
shares
|
$10,036
0.0% of portfolio
|
Q3 2025
Added 51.39%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
214
shares
|
$9,852
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
205
shares
|
$9,438
0.0% of portfolio
|
Q3 2025
New holding
|
|