Donnelley Financial Solutions Inc (DFIN) Ownership

61.50 ↑0.01 (0.02%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Donnelley Financial Solutions Inc (DFIN), owning a total of 4.2 million shares. Combined, the top 34 institutional holders of DFIN own 93.33% of the company with a total of 27 million shares.

In the latest ownership report on September 30th 2024, the top 34 institutional holders decreased their combined ownership of DFIN by 32 thousand shares. 1 institutions bought 24,869 total additional shares and increased their ownership by an average of 2.84%. However 2 institutions sold 56,522 total shares and decreased their ownership by an average of 5.12%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Donnelley Financial Solutions decreased by a net total of -31,653 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Rice Hall James & Associates, LLC	3.117%	2.843%	899,567	24,869	2024-09-30
BTIM Corp	2.739%	-2.390%	790,335	-19,354	2024-09-30
abrdn PLC	1.513%	-7.846%	436,543	-37,168	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.555%	3.578%	4,200,355	145,084	2024-06-30
Mawer Investment Management Ltd	7.316%	3.374%	2,111,112	68,908	2024-06-30
Vanguard Group Inc	6.298%	5.984%	1,817,402	102,612	2024-06-30
Morgan Stanley - Brokerage Accounts	5.088%	11.772%	1,468,400	154,654	2024-06-30
Simcoe Capital Management, LLC	4.424%	-42.808%	1,276,805	-955,682	2024-06-30
American Century Companies Inc	3.995%	15.288%	1,152,756	152,867	2024-06-30
State Street Corp	3.661%	2.820%	1,056,421	28,977	2024-06-30
State Street Corporation	3.539%	2.059%	1,027,444	20,728	2024-03-31
Dimensional Fund Advisors, Inc.	3.167%	-1.573%	914,009	-14,608	2024-06-30
Rice Hall James & Associates, LLC	3.117%	2.843%	899,567	24,869	2024-09-30
Brookfield Corp	3.039%	13.990%	894,317	109,761	2022-12-31
Amvescap Plc.	2.890%	7.949%	834,114	61,418	2024-06-30
BTIM Corp	2.739%	-2.390%	790,335	-19,354	2024-09-30
Rockefeller Capital Management L.P.	2.434%	12.864%	702,269	80,042	2024-06-30
Geode Capital Management, LLC	1.984%	6.895%	572,587	36,934	2024-06-30
ING Investment Management LLC	1.862%	178.834%	548,115	351,541	2023-12-31
T. Rowe Price Associates, Inc.	1.772%	55.597%	511,390	182,726	2024-06-30
Marathon Asset Mgmt Ltd	1.611%	-3.144%	468,650	-15,210	2023-12-31
William Blair Investment Management, LLC	1.536%	0.772%	445,815	3,416	2024-03-31
abrdn PLC	1.513%	-7.846%	436,543	-37,168	2024-09-30
LSV Asset Management	1.469%	13.166%	430,633	50,100	2023-06-30
JPMorgan Chase & Co	1.414%	-6.840%	408,011	-29,956	2024-06-30
Tensile Capital Management LLC	1.370%	-34.862%	398,406	-213,228	2023-09-30
Northern Trust Corp	1.349%	9.067%	389,277	32,360	2024-06-30
Alberta Investment Management Corp	1.319%	0.000%	388,161	0	2022-12-31
Neumeier Investment Counsel LLC	1.255%	44.097%	362,210	110,845	2024-06-30
Fuller & Thaler Asset Management Inc	1.242%	-0.143%	358,516	-512	2024-06-30
D. E. Shaw & Co LP	1.193%	-14.418%	347,100	-58,477	2022-09-30
WEDGE Capital Management, LLP	1.178%	-2.102%	346,700	-7,444	2023-03-31
Private Management Group Inc	1.146%	-28.938%	336,190	-136,901	2023-03-31
Charles Schwab Investment Management Inc	1.149%	0.217%	331,672	717	2024-06-30
Bank of New York Mellon Corp	1.035%	-6.516%	301,169	-20,993	2022-09-30
SEI Investments Co	0.899%	4.629%	261,716	11,578	2022-06-30
Grantham, Mayo, Van Otterloo & Co., LLC	0.778%	-1.265%	226,300	-2,900	2022-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Donnelley Financial Solutions Inc (DFIN), owning a total of 1.7 million shares. Combined, the top 44 mutual fund holders of DFIN own 60.39% of the company with a total of 17.5 million shares.

In the latest ownership report on October 31st 2024, the top 44 fund holders increased their combined ownership of DFIN by 4 thousand shares. 3 funds bought 5,536 total additional shares and increased their ownership by an average of 0.51%. However 1 funds sold 1,512 total shares and decreased their ownership by an average of 0.22%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Donnelley Financial Solutions increased by a net total of 4,024 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.908%	0.101%	1,704,897	1,716	2024-10-31
iShares Russell 2000 ETF	2.325%	-0.225%	670,898	-1,512	2024-10-31
Rockefeller U.S. Small-Mid Cap ETF	1.045%	0.675%	301,454	2,020	2024-10-31
iShares S&P Small-Cap 600 Growth ETF	0.896%	0.000%	258,551	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.820%	0.766%	236,745	1,800	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.908%	0.101%	1,704,897	1,716	2024-10-31
Mawer Global Small Cap A	5.898%	-1.402%	1,701,901	-24,199	2024-09-30
Vanguard Total Stock Mkt Idx Inv	2.978%	0.112%	859,335	961	2024-09-30
American Century U.S. Small Cap Growth	2.578%	0.000%	744,055	0	2024-09-30
American Century Small Cap Growth Inv	2.578%	0.000%	744,055	0	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.414%	-0.120%	702,636	-847	2023-03-31
iShares Russell 2000 ETF	2.325%	-0.225%	670,898	-1,512	2024-10-31
American Century U.S. Small Cap Value	1.890%	-29.487%	550,000	-230,000	2023-09-30
American Century Small Cap Value Inv	1.890%	-29.487%	550,000	-230,000	2023-09-30
Invesco Global Multi Cap Growth	1.766%	7.099%	509,612	33,780	2024-06-30
Invesco Global Opportunities A	1.633%	0.000%	471,270	0	2024-09-30
T. Rowe Price Integrated US SmCapGrEq	1.431%	9.491%	412,805	35,782	2024-09-30
T. Rowe Price Integrated US Sm Gr Eq	1.431%	4.080%	412,805	16,182	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.356%	1.403%	391,318	5,413	2024-09-30
Vanguard Extended Market Index Investor	1.173%	-0.019%	343,824	-64	2023-08-31
FullerThaler Behavioral Small-Cap Equity	1.169%	0.000%	337,358	0	2024-08-31
FullerThaler Behavioral Sm-Cp Eq R6	1.169%	0.000%	337,358	0	2024-06-30
Fuller & Thaler Behavioral Sm-Cp Eq R6	1.114%	0.000%	324,108	0	2023-09-30
Fuller & Thaler Behavioral Small-Cap Eq	1.114%	0.000%	324,108	0	2023-11-30
Boston Trust Walden Small Cap	1.121%	-0.676%	323,475	-2,200	2024-09-30
Voya Global Insights Portfolio I	1.048%	8.890%	308,675	25,200	2024-02-29
Rockefeller U.S. Small-Mid Cap ETF	1.045%	0.675%	301,454	2,020	2024-10-31
Neumeier Poma Small Cap Value	0.985%	-9.404%	284,375	-29,520	2024-09-30
Fidelity Small Cap Index	0.925%	-2.609%	266,902	-7,151	2024-08-31
iShares S&P Small-Cap 600 Growth ETF	0.896%	0.000%	258,551	0	2024-10-31
iShares Russell 2000 Value ETF	0.809%	0.563%	237,966	1,332	2023-06-21
Fidelity® Small Cap Index	0.816%	2.732%	237,614	6,318	2023-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.820%	0.766%	236,745	1,800	2024-10-31
abrdn NA SmComs I Acc USD	0.797%	-2.744%	234,468	-6,614	2023-04-30
SPDR® Portfolio S&P 600 Sm Cap ETF	0.745%	-0.143%	219,274	-315	2024-05-30
DFA US Small Cap I	0.749%	0.000%	216,035	0	2024-09-30
WEDGE Small-Mid Cap Value	0.689%	-1.636%	202,699	-3,371	2023-03-31
Invesco Dorsey Wright SmallCap Momt ETF	0.686%	0.000%	201,942	0	2024-03-31
abrdnI-Nrth American Sml Comp I Acc USD	0.651%	-5.487%	190,906	-11,084	2023-08-31
Rockefeller U.S. Small Cap Equity Comp	0.630%	-1.671%	182,928	-3,108	2024-09-30
Vanguard Tax-Managed Small Cap Adm	0.628%	0.963%	182,371	1,739	2024-06-30
abrdn US Equity Small Cap	0.620%	-8.520%	180,516	-16,812	2023-12-31
abrdn US Small Cap Equity Inst Svc	0.620%	-4.070%	180,516	-7,659	2023-12-31
William Blair Small Cap Growth I	0.591%	1.702%	173,300	2,900	2023-09-30
American Century US Small Cap Val Eq Tr	0.558%	-11.816%	164,271	-22,012	2023-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.546%	0.000%	158,805	0	2022-11-30
iShares S&P Small-Cap 600 Value ETF	0.537%	0.000%	157,347	0	2023-09-29
Allianz Global Equity Insights A EUR	0.535%	1.800%	156,924	2,774	2023-07-31
DFA US Micro Cap I	0.532%	0.000%	155,898	0	2023-08-31