Donnelley Financial Solutions Ownership | Who Owns Donnelley Financial Solutions?
Donnelley Financial Solutions Ownership Summary
Donnelley Financial Solutions is owned by 90.02% institutional investors, 4.87% insiders, and 5.12% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.45% of DFIN shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.78% of its assets in Donnelley Financial Solutions shares.
DFIN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Donnelley Financial Solutions | 90.02% | 4.87% | 5.12% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Capital Markets Stocks | 37.92% | 18.86% | 43.22% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 4.50M | 15.45% | $282.02M |
| Blackrock | 4.20M | 14.34% | $250.43M |
| Vanguard group | 1.85M | 6.36% | $116.05M |
| Mawer investment management | 1.74M | 5.96% | $108.87M |
| State street | 1.16M | 4.00% | $73.06M |
| Invesco | 1.03M | 3.53% | $64.40M |
| American century companies | 993.63K | 3.41% | $62.33M |
| Dimensional fund advisors lp | 879.46K | 3.02% | $55.17M |
| Rice hall james & associates | 843.76K | 2.90% | $52.93M |
| Simcoe capital management | 774.16K | 2.66% | $48.56M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Simcoe capital management | 774.16K | 7.14% | $48.56M |
| Phase 2 partners | 102.59K | 4.83% | $6.44M |
| O'keefe stevens advisory | 223.30K | 4.33% | $14.01M |
| Access investment management | 218.84K | 3.98% | $13.73M |
| Global value investment | 55.50K | 3.69% | $3.48M |
| Rice hall james & associates | 843.76K | 2.91% | $52.93M |
| Winmill | 125.00K | 2.54% | $7.84M |
| Neumeier poma investment counsel | 323.08K | 1.96% | $20.27M |
| Bridge city capital | 48.16K | 0.80% | $3.02M |
| Granite investment partners | 187.79K | 0.51% | $11.78M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Frontier capital management | 419.71K | 0.25% | 419.71K |
| Shapiro capital management | 181.44K | 0.39% | 181.44K |
| Raymond james financial | 165.36K | 0.00% | 165.36K |
| Blackrock funding, inc. /de | 4.50M | 0.01% | 156.62K |
| Blackrock | 4.20M | 0.01% | 145.08K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Port capital | - | - | -368.47K |
| Toroso investments | - | - | -312.36K |
| Mawer investment management | 1.74M | 0.49% | -285.54K |
| Simcoe capital management | 774.16K | 7.14% | -234.04K |
| American century companies | 993.63K | 0.04% | -162.14K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Frontier capital management | 419.71K | 0.25% | 419.71K | $26.33M |
| Shapiro capital management | 181.44K | 0.39% | 181.44K | $11.38M |
| Raymond james financial | 165.36K | 0.00% | 165.36K | $10.37M |
| Winmill | 125.00K | 2.54% | 125.00K | $7.84M |
| Phase 2 partners | 102.59K | 4.83% | 102.59K | $6.44M |
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 |
| Jones financial companies lllp | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 253 | 11.45% | 27,442,634 | 3.24% | 93 | 1.15% | 122 | 35.56% | 86 | -11.34% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.60M | 5.78% | -931.00 |
| Mawer Global Small Cap A | 1.10M | 3.97% | -126.25K |
| Vanguard Total Stock Mkt Idx Inv | 874.46K | 3.16% | 34.46K |
| Vanguard US Total Market Shares ETF | 859.34K | 3.01% | 961.00 |
| iShares Russell 2000 ETF | 723.57K | 2.62% | 354.00 |
| 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 |
| Thrivent Small Cap Stock A | 562.90K | 2.04% | 326.48K |
| Invesco Global Multi Cap Growth | 509.61K | 1.76% | 33.78K |
| Vanguard Institutional Extnd Mkt Idx Tr | 414.96K | 1.50% | 599.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 10, 2025 | Williams Robert Kirk | Chief People & Admin Officer | Sell | $565.38K |
| May 23, 2025 | Clay Craig | President, GCM | Sell | $595.54K |
| May 21, 2025 | Johnson Eric J | President, GIC | Sell | $790.76K |
| May 20, 2025 | Johnson Eric J | President, GIC | Sell | $273.13K |
| May 15, 2025 | Leib Daniel | Chief Executive Officer | Sell | $566.78K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 8 |
| 2025 Q1 | 1 | 1 |
| 2024 Q4 | - | 12 |
| 2024 Q3 | - | 20 |
| 2024 Q2 | - | 24 |
DFIN Ownership FAQ
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