DONNELLEY FINL SOLUTIONS INC DFIN
COM · Common Stock · CUSIP 25787G100
American financial company
- SectorIndustrials
- IndustryServices-Miscellaneous Business Services
- HeadquartersLancaster, PA
- Websitedfinsolutions.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($334.9k this quarter). Holder counts are more reliable. Shares outstanding: 25.0m as of 2026-05-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $47.11. Options: 0 managers hold calls (— notional), 1 hold puts ($4.7k).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 200 |
| Q4 2022 | 202 |
| Q1 2023 | 197 |
| Q2 2023 | 212 |
| Q3 2023 | 215 |
| Q4 2023 | 224 |
| Q1 2024 | 248 |
| Q2 2024 | 250 |
| Q3 2024 | 257 |
| Q4 2024 | 246 |
| Q1 2025 | 235 |
| Q2 2025 | 246 |
| Q3 2025 | 245 |
| Q4 2025 | 236 |
| Q1 2026 | 245 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 114 | 112 |
| Q3 2024 | 116 | 107 |
| Q4 2024 | 115 | 128 |
| Q1 2025 | 116 | 121 |
| Q2 2025 | 106 | 121 |
| Q3 2025 | 121 | 111 |
| Q4 2025 | 84 | 134 |
| Q1 2026 | 118 | 104 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $203.4k | $73.0k | 0.36 |
| Q3 2025 | $51.0k | $0 | 0.00 |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $0 | $4.7k | — |
Biggest buyers
| ALGERT GLOBAL LLC | Added | +272.8k |
| GOLDMAN SACHS GROUP INC | Added | +214.9k |
| Ophir Asset Management Pty Ltd | New | +108.7k |
| Qube Research & Technologies Ltd | New | +106.8k |
| FRONTIER CAPITAL MANAGEMENT CO LLC | Added | +81.5k |
| FRANKLIN RESOURCES INC | Added | +53.9k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | Added | +49.6k |
| BlackRock, Inc. | Added | +49.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +47.8k |
| AQR CAPITAL MANAGEMENT LLC | Added | +46.8k |
Biggest sellers
| ALLIANCEBERNSTEIN L.P. | Reduced | -455.7k |
| Simcoe Capital Management, LLC | Reduced | -452.1k |
| Mawer Investment Management Ltd. | Reduced | -435.9k |
| WINMILL & CO. INC | Sold out | -195.9k |
| ROYCE & ASSOCIATES LP | Reduced | -141.2k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -118.2k |
| MORGAN STANLEY | Reduced | -98.9k |
| Balyasny Asset Management L.P. | Reduced | -54.8k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -52.9k |
| Boston Trust Walden Corp | Reduced | -52.8k |
Biggest calls
| None |
Biggest puts
| SIMPLEX TRADING, LLC | New | $4.7k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +1.4 pts · filed 2026-04-28 | 15.2% |
Fell to 5% or below in the last year: VANGUARD CAPITAL MANAGEMENT LLC (5.0%, 2026-07-31), VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 5 | $64.3m | $2.3m |
| Q3 2024 | 0 | — | 5 | $22.2m | $2.9m |
| Q4 2024 | 0 | — | 3 | $17.7m | $3.9m |
| Q1 2025 | 1 | $48.9k | 1 | $1.3m | $1.3m |
| Q2 2025 | 0 | — | 4 | $5.1m | $2.7m |
| Q3 2025 | 0 | — | 2 | $1.5m | $1.1m |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 3 | $2.1m | $503.6k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-06 | Johnson Eric J President, GIC | Sold | $1.0m20.3k shares |
| 2026-03-04 | Williams Robert Kirk Chief People & Admin Officer | Sold | $399.8k7.7k shares |
| 2026-03-03 | Williams Robert Kirk Chief People & Admin Officer | Sold | $221.6k4.2k shares |
| 2026-02-26 | Leib Daniel Chief Executive Officer, director | Sold plan | $503.6k10.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 4.0m $188.3m | Added +49.2k |
| Thrivent Financial for Lutherans 0.11% of their portfolio | 1.2m $58.4m | Reduced -725 |
| STATE STREET CORP 0.00% of their portfolio | 1.2m $54.7m | Reduced -44.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.1m $52.6m | First filing |
| MORGAN STANLEY 0.00% of their portfolio | 948.6k $44.7m | Reduced -98.9k |
| Alberta Investment Management Corp 0.25% of their portfolio | 852.6k $40.2m | Reduced -27.0k |
| RICE HALL JAMES & ASSOCIATES, LLC 2.05% of their portfolio | 780.0k $36.8m | Added +14.1k |
| WESTWOOD HOLDINGS GROUP INC 0.26% of their portfolio | 761.2k $35.9m | Reduced -17.1k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 686.3k $32.4m | Reduced -10.4k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.32% of their portfolio | 653.8k $30.8m | Added +81.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 626.4k $29.5m | Added +16.8k |
| Simcoe Capital Management, LLC 5.23% of their portfolio | 597.7k $28.2m | Reduced -452.1k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio | 545.5k $25.7m | Added +26.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 502.7k $23.7m | First filing |
| Boston Trust Walden Corp 0.18% of their portfolio | 467.1k $22.0m | Reduced -52.8k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.07% of their portfolio | 462.7k $21.8m | Reduced -118.2k |
| ROYCE & ASSOCIATES LP 0.21% of their portfolio | 448.9k $21.2m | Reduced -141.2k |
| SHAPIRO CAPITAL MANAGEMENT LLC 1.32% of their portfolio | 448.4k $21.1m | Reduced -44.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 432.9k $20.4m | Added +41.0k |
| Mawer Investment Management Ltd. 0.13% of their portfolio | 423.7k $20.0m | Reduced -435.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 418.7k $19.7m | Added +793 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 414.3k $19.5m | Added +214.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 335.2k $15.6m | Reduced -31.2k |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 314.5k $14.8m | Added +20.8k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.05% of their portfolio | 295.3k $13.9m | Added +49.6k |
| ALGERT GLOBAL LLC 0.20% of their portfolio | 277.6k $13.1m | Added +272.8k |
| Access Investment Management LLC 2.93% of their portfolio | 233.8k $11.0m | Added +14.2k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 180.5k $8.5m | First filing |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 165.1k $7.8m | Reduced -7.9k |
| Marathon Asset Management Ltd 0.28% of their portfolio | 154.5k $7.3m | Added +18.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 146.4k $6.9m | Reduced -5.4k |
| UBS Group AG 0.00% of their portfolio | 146.3k $6.9m | Added +12.0k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 144.9k $6.8m | Added +35.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 144.5k $6.8m | Reduced -18.2k |
| Aberdeen Group plc 0.01% of their portfolio | 138.9k $6.5m | Reduced -52.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 129.5k $6.1m | Added +2.8k |
| Invesco Ltd. 0.00% of their portfolio | 109.5k $5.2m | Added +22.8k |
| Ophir Asset Management Pty Ltd 0.60% of their portfolio | 108.7k $5.1m | New |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 108.0k $5.1m | Added +27.0k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 106.8k $5.0m | New |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio | 101.8k $4.8m | Reduced -1.2k |
| Public Sector Pension Investment Board 0.01% of their portfolio | 95.0k $4.5m | Added +3.1k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.02% of their portfolio | 89.0k $4.2m | Added +16.5k |
| Nuveen, LLC 0.00% of their portfolio | 82.0k $3.9m | Reduced -1.9k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 79.8k $3.8m | Added +53.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 77.4k $3.6m | Added +1.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 74.2k $3.5m | Added +993 |
| ISTHMUS PARTNERS, LLC 0.36% of their portfolio | 72.9k $3.4m | Added +1.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 72.9k $3.4m | Added +46.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 71.9k $3.4m | Added +47.8k |
| GLOBEFLEX CAPITAL L P 0.49% of their portfolio | 68.5k $3.2m | Unchanged |
| Bridge City Capital, LLC 0.89% of their portfolio | 68.5k $3.2m | Added +11.1k |
| Cresset Asset Management, LLC 0.01% of their portfolio | 65.1k $3.1m | Reduced -131 |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 65.0k $3.0m | Added +3.7k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 63.7k $3.0m | Added +2.1k |
| Legal & General Group Plc 0.00% of their portfolio | 62.0k $2.9m | Reduced -6.2k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 56.7k $2.7m | Added +2.9k |
| ASSETMARK, INC 0.01% of their portfolio | 53.2k $2.5m | Added +3.0k |
| Fisher Asset Management, LLC 0.00% of their portfolio | 52.8k $2.5m | Added +103 |
| Man Group plc 0.01% of their portfolio | 52.0k $2.5m | Reduced -7.9k |
| Swiss National Bank 0.00% of their portfolio | 49.9k $2.4m | Reduced -1.7k |
| Creative Planning 0.00% of their portfolio | 48.6k $2.3m | Added +22.2k |
| Villanova Investment Management Co LLC 2.33% of their portfolio | 48.3k $2.3m | Reduced -2.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 46.7k $2.2m | Reduced -1.8k |
| Inspire Investing, LLC 0.13% of their portfolio | 46.1k $2.2m | Added +36.1k |
| Moran Wealth Management, LLC 0.07% of their portfolio | 45.5k $2.1m | Added +1.1k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 43.6k $2.1m | Reduced -13.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 42.7k $2.0m | Added +5.8k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 41.3k $1.9m | Reduced -2.7k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 38.5k $1.8m | Reduced -52.9k |
| HARBOR CAPITAL ADVISORS, INC. 0.14% of their portfolio | 37.5k $1.8m | Reduced -13.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 36.4k $1.7m | Added +2.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 35.7k $1.7m | Added +10.4k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 32.1k $1.5m | Reduced -14.4k |
| SG Americas Securities, LLC 0.00% of their portfolio | 31.5k $1.5m | Added +13.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 29.4k $1.4m | Reduced -455.7k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.02% of their portfolio | 26.2k $1.2m | Reduced -1.7k |
| Gotham Asset Management, LLC 0.00% of their portfolio | 26.1k $1.2m | Added +6.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 25.9k $1.2m | Added +3.6k |
| Quantinno Capital Management LP 0.00% of their portfolio | 24.0k $1.1m | Added +2.5k |
| NOMURA HOLDINGS INC 0.01% of their portfolio | 23.6k $1.1m | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 23.0k $1.1m | Reduced -11.9k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 22.2k $1.0m | Unchanged |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 21.9k $1.0m | Reduced -308 |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 21.7k $1.0m | Added +21.6k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 21.0k $991.0k | Added +4.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 21.0k $988.9k | Added +279 |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 20.7k $976.2k | Added +113 |
| Legato Capital Management LLC 0.08% of their portfolio | 18.3k $863.1k | Reduced -8.5k |
| Numerai GP LLC 0.08% of their portfolio | 17.9k $846.2k | Reduced -8.7k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 17.7k $833.3k | Added +5.9k |
| JAMES INVESTMENT RESEARCH, INC. 0.09% of their portfolio | 17.4k $818.4k | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 17.0k $802.4k | Added +9.8k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 16.9k $797.4k | Reduced -378 |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 16.8k $790.0k | First filing |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% of their portfolio | 16.2k $763.7k | Added +10.4k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 16.0k $751.9k | Reduced -30.2k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 14.5k $685.7k | Reduced -322 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 13.8k $652.6k | Reduced -762 |
| Illinois Municipal Retirement Fund 0.01% of their portfolio | 13.8k $648.7k | Reduced -2.4k |