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Donnelley Financial Solutions Ownership | Who Owns Donnelley Financial Solutions?

OverviewForecastRevenueFinancialsChartTranscripts

Donnelley Financial Solutions Ownership Summary

Donnelley Financial Solutions is owned by 96.29% institutional investors, 4.55% insiders. 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 5.75% of its assets in Donnelley Financial Solutions shares.

DFIN Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockDonnelley Financial Solutions96.29%4.55%-0.84%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryCapital Markets Stocks34.70%18.00%47.30%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de4.50M15.45%$282.02M
Blackrock4.20M14.34%$250.43M
Vanguard group1.85M6.36%$116.05M
Mawer investment management1.74M5.96%$108.87M
State street1.16M4.00%$73.06M
Invesco1.03M3.53%$64.40M
American century companies993.63K3.41%$62.33M
Dimensional fund advisors lp879.46K3.02%$55.17M
Rice hall james & associates843.76K2.90%$52.93M
Simcoe capital management774.16K2.66%$48.56M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Simcoe capital management774.16K7.14%$48.56M
Phase 2 partners102.59K4.83%$6.44M
O'keefe stevens advisory223.30K4.33%$14.01M
Access investment management218.84K3.98%$13.73M
Global value investment55.50K3.69%$3.48M
Rice hall james & associates843.76K2.91%$52.93M
Winmill125.00K2.54%$7.84M
Neumeier poma investment counsel323.08K1.96%$20.27M
Port capital368.47K1.05%$23.11M
Bridge city capital48.16K0.80%$3.02M

Top Buyers

HolderShares% AssetsChange
Frontier capital management419.71K0.25%419.71K
Port capital368.47K1.05%368.47K
Toroso investments312.36K0.15%312.36K
Shapiro capital management181.44K0.39%181.44K
Raymond james financial165.36K0.00%165.36K

Top Sellers

HolderShares% AssetsChange
Mawer investment management1.74M0.49%-285.54K
Simcoe capital management774.16K7.14%-234.04K
American century companies993.63K0.04%-162.14K
Invesco1.03M0.01%-117.20K
Waratah capital advisors---95.11K

New Positions

HolderShares% AssetsChangeValue
Frontier capital management419.71K0.25%419.71K$26.33M
Port capital368.47K1.05%368.47K$23.11M
Toroso investments312.36K0.15%312.36K$19.59M
Shapiro capital management181.44K0.39%181.44K$11.38M
Raymond james financial165.36K0.00%165.36K$10.37M

Sold Out

HolderChange
Mendota financial group-2.00
Highmark wealth management-9.00
Cva family office-11.00
Steward partners investment advisory-12.00
Bok financial private wealth-13.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024244-5.43%28,021,3532.58%961.09%117-4.88%83-5.68%
Sep 30, 20242571.98%27,306,143-0.35%931.08%1234.24%872.35%
Jun 30, 2024249-1.58%27,396,006-0.17%931.07%117-4.10%85-1.16%
Mar 31, 202425311.45%27,442,6343.24%931.15%12235.56%86-11.34%
Dec 31, 20232274.13%26,582,2010.33%901.12%9020.00%97-3.96%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF1.64M5.75%1.13K
Mawer Global Small Cap A1.22M4.29%-29.10K
Vanguard US Total Market Shares ETF859.34K3.01%961.00
T. Rowe Price Integrated US SmCapGrEq853.41K2.96%440.61K
Vanguard Total Stock Mkt Idx Inv835.78K2.92%734.00
iShares Russell 2000 ETF739.29K2.59%-6.38K
American Century U.S. Small Cap Growth595.90K2.06%-148.15K
American Century Small Cap Growth Inv595.90K2.06%-148.15K
Invesco Global Multi Cap Growth509.61K1.76%33.78K
T. Rowe Price Integrated US Sm Gr Eq426.70K1.50%-

Recent Insider Transactions

DateNameRoleActivityValue
Feb 24, 2025Leib Daniel Chief Executive OfficerSell$1.25M
Feb 21, 2025GREENFIELD GARY G-Buy$48.89K
Dec 17, 2024Gardella David A Chief Financial OfficerSell$188.05K
Nov 06, 2024Leib Daniel Chief Executive OfficerSell$1.21M
Nov 06, 2024Leib Daniel Chief Executive OfficerSell$774.04K

Insider Transactions Trends

DateBuySell
2025 Q111
2024 Q4-12
2024 Q3-20
2024 Q2-24
2024 Q1-10

DFIN Ownership FAQ

Who Owns Donnelley Financial Solutions?

Donnelley Financial Solutions shareholders are primarily institutional investors at 96.29%, followed by 4.55% insiders and -0.84% retail investors. The average institutional ownership in Donnelley Financial Solutions's industry, Capital Markets Stocks, is 34.70%, which Donnelley Financial Solutions exceeds.

Who owns the most shares of Donnelley Financial Solutions?

Donnelley Financial Solutions’s largest shareholders are Blackrock funding, inc. /de (4.5M shares, 15.45%), Blackrock (4.2M shares, 14.34%), and Vanguard group (1.85M shares, 6.36%). Together, they hold 36.14% of Donnelley Financial Solutions’s total shares outstanding.

Does Blackrock own Donnelley Financial Solutions?

Yes, BlackRock owns 14.34% of Donnelley Financial Solutions, totaling 4.2M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 250.43M$. In the last quarter, BlackRock increased its holdings by 145.08K shares, a 3.58% change.

Who is Donnelley Financial Solutions’s biggest shareholder by percentage of total assets invested?

Simcoe capital management is Donnelley Financial Solutions’s biggest shareholder by percentage of total assets invested, with 7.14% of its assets in 774.16K Donnelley Financial Solutions shares, valued at 48.56M$.

Who is the top mutual fund holder of Donnelley Financial Solutions shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Donnelley Financial Solutions shares, with 5.75% of its total shares outstanding invested in 1.64M Donnelley Financial Solutions shares.

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