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 251 institutions that hold shares in the stock, with a total of 26.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
1,550
shares
|
$100,657
0.0% of portfolio
|
Q4 2024
Added 52.71%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,503
shares
|
$97,604
0.0% of portfolio
|
Q1 2025
Added 83.29%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
1,358
shares
|
$88,188
0.0% of portfolio
|
Q2 2024
Reduced 3.41%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,185
shares
|
$76,953
0.01% of portfolio
|
Q2 2025
Added 59.49%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,116
shares
|
$72,473
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,100
shares
|
$71,434
0.0% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,067
shares
|
$69,290
0.0% of portfolio
|
Q1 2025
Added 17.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,015
shares
|
$65,914
0.0% of portfolio
|
Q4 2024
Added 1537.1%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
995
shares
|
$64,615
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
603
shares
|
$39,158
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
597
shares
|
$38,769
0.0% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
554
shares
|
$35,976
0.0% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
531
shares
|
$34,483
0.0% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
463
shares
|
$30,067
0.0% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
449
shares
|
$29,158
0.0% of portfolio
|
Q1 2025
Added 12.53%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
385
shares
|
$25,001
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
350
shares
|
$22,729
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
329
shares
|
$21,365
0.0% of portfolio
|
Q2 2025
Reduced 37.09%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
301
shares
|
$19,546
0.0% of portfolio
|
Q1 2025
Added 195.1%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
241
shares
|
$15,650
0.0% of portfolio
|
Q1 2025
Reduced 39.45%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
214
shares
|
$13,897
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
209
shares
|
$13,572
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
208
shares
|
$13,507
0.01% of portfolio
|
Q1 2025
Added 38.67%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
208
shares
|
$13,507
0.01% of portfolio
|
Q1 2025
Added 28.4%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
205
shares
|
$13,312
0.0% of portfolio
|
Q1 2024
New holding
|