Donnelley Financial Solutions Ownership | Who Owns Donnelley Financial Solutions?
Donnelley Financial Solutions Ownership Summary
Donnelley Financial Solutions is owned by 95.21% institutional investors, 4.66% insiders, and 0.13% retail investors. Blackrock is the largest institutional shareholder, holding 14.34% of DFIN shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.51% of its assets in Donnelley Financial Solutions shares.
DFIN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Donnelley Financial Solutions | 95.21% | 4.66% | 0.13% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Capital Markets Stocks | 46.04% | 16.84% | 37.12% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 4.20M | 14.34% | $250.43M |
| Blackrock funding, inc. /de | 3.89M | 14.03% | $239.62M |
| Vanguard group | 1.85M | 6.36% | $116.05M |
| State street | 1.16M | 4.00% | $73.06M |
| Mawer investment management | 1.07M | 3.88% | $66.24M |
| Invesco | 1.03M | 3.53% | $64.40M |
| Dimensional fund advisors lp | 879.46K | 3.02% | $55.17M |
| Rice hall james & associates | 759.07K | 2.74% | $39.04M |
| Simcoe capital management | 774.16K | 2.66% | $48.56M |
| Boston trust walden | 733.92K | 2.65% | $37.75M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Global value investment | 106.61K | 9.50% | $6.57M |
| Simcoe capital management | 774.16K | 7.14% | $48.56M |
| Phase 2 partners | 102.59K | 4.83% | $6.44M |
| Winmill | 243.00K | 4.17% | $14.98M |
| Access investment management | 219.27K | 3.85% | $13.52M |
| Ophir asset management pty | 290.94K | 2.96% | $18.58M |
| Rice hall james & associates | 759.07K | 2.13% | $39.04M |
| Shapiro capital management | 534.65K | 1.45% | $32.96M |
| Neumeier poma investment counsel | 220.73K | 1.27% | $13.61M |
| Bridge city capital | 47.66K | 0.82% | $2.94M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Westwood group | 609.94K | 0.33% | 609.94K |
| Access investment management | 219.27K | 3.85% | 219.27K |
| Shapiro capital management | 534.65K | 1.45% | 186.56K |
| Blackrock | 4.20M | 0.01% | 145.08K |
| Royce & associates lp | 169.42K | 0.11% | 132.37K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.89M | 0.00% | -383.09K |
| Port capital | - | - | -368.47K |
| Toroso investments | - | - | -312.36K |
| Mawer investment management | 1.07M | 0.34% | -258.39K |
| Simcoe capital management | 774.16K | 7.14% | -234.04K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Westwood group | 609.94K | 0.33% | 609.94K | $37.60M |
| Access investment management | 219.27K | 3.85% | 219.27K | $13.52M |
| Phase 2 partners | 102.59K | 4.83% | 102.59K | $6.44M |
| King luther capital management | 54.73K | 0.01% | 54.73K | $3.37M |
| Freestone grove partners lp | 21.27K | 0.01% | 21.27K | $1.31M |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Mendota financial group | -2.00 |
| Cullen/frost bankers | -8.00 |
| Highmark wealth management | -9.00 |
| Stephens consulting | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 242 | 2.54% | 26,373,182 | 2.03% | 95 | 1.17% | 113 | -5.04% | 91 | 10.98% |
| Mar 31, 2025 | 234 | -4.88% | 25,834,494 | -8.12% | 90 | 0.96% | 119 | - | 81 | -2.41% |
| Dec 31, 2024 | 244 | -5.43% | 28,021,353 | 2.58% | 96 | 1.09% | 117 | -4.88% | 83 | -5.68% |
| Sep 30, 2024 | 257 | 1.98% | 27,306,143 | -0.35% | 93 | 1.08% | 123 | 4.24% | 87 | 2.35% |
| Jun 30, 2024 | 249 | -1.58% | 27,396,006 | -0.17% | 93 | 1.07% | 117 | -4.10% | 85 | -1.16% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.52M | 5.51% | - |
| Vanguard US Total Market Shares ETF | 859.34K | 3.01% | 961.00 |
| Thrivent Small Cap Stock A | 824.44K | 3.00% | 22.32K |
| Vanguard Total Stock Mkt Idx Inv | 801.58K | 2.92% | -16.98K |
| Mawer Global Small Cap A | 685.15K | 2.49% | -89.91K |
| iShares Russell 2000 ETF | 641.72K | 2.33% | - |
| American Century U.S. Small Cap Growth | 595.90K | 2.06% | -148.15K |
| American Century Small Cap Growth Inv | 595.90K | 2.06% | -148.15K |
| Invesco Global Multi Cap Growth | 509.61K | 1.76% | 33.78K |
| T. Rowe Price Integrated US Sm Gr Eq | 426.70K | 1.55% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 27, 2025 | Aguilar Luis A | - | Sell | $420.88K |
| Aug 14, 2025 | Leib Daniel | Chief Executive Officer | Sell | $355.09K |
| Aug 14, 2025 | Leib Daniel | Chief Executive Officer | Sell | $45.53K |
| Aug 14, 2025 | Leib Daniel | Chief Executive Officer | Sell | $710.24K |
| Jun 10, 2025 | Williams Robert Kirk | Chief People & Admin Officer | Sell | $565.38K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 4 |
| 2025 Q2 | - | 8 |
| 2025 Q1 | 1 | 1 |
| 2024 Q4 | - | 12 |
| 2024 Q3 | - | 20 |
DFIN Ownership FAQ
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