Donnelley Financial Solutions Ownership | Who Owns Donnelley Financial Solutions?
Donnelley Financial Solutions Ownership Summary
Donnelley Financial Solutions is owned by 93.84% institutional investors, 4.18% insiders, and 1.99% 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 5.94% of its assets in Donnelley Financial Solutions shares.
DFIN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Donnelley Financial Solutions | 93.84% | 4.18% | 1.99% |
| Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
| Industry | Capital Markets Stocks | 44.07% | 16.08% | 39.86% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 4.20M | 14.34% | $250.43M |
| Mawer investment management | 2.11M | 7.21% | $125.86M |
| Vanguard group | 1.82M | 6.20% | $108.35M |
| Simcoe capital management | 1.28M | 4.36% | $76.12M |
| American century companies | 1.15M | 3.93% | $68.73M |
| State street | 1.06M | 3.61% | $62.98M |
| Dimensional fund advisors lp | 914.01K | 3.12% | $54.49M |
| Rice hall james & associates | 874.70K | 2.99% | $52.15M |
| Invesco | 834.11K | 2.85% | $49.73M |
| Boston trust walden | 809.69K | 2.76% | $48.27M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Simcoe capital management | 1.28M | 11.42% | $76.12M |
| O'keefe stevens advisory | 223.30K | 4.33% | $14.01M |
| Access investment management | 218.50K | 4.23% | $13.03M |
| Rice hall james & associates | 874.70K | 3.13% | $52.15M |
| Neumeier poma investment counsel | 362.21K | 1.98% | $21.59M |
| Mawer investment management | 2.11M | 0.60% | $125.86M |
| Marathon asset management | 270.92K | 0.51% | $16.15M |
| Globeflex capital l p | 68.49K | 0.43% | $4.08M |
| Options solutions | 11.84K | 0.42% | $705.78K |
| Burney co/ | 168.42K | 0.37% | $10.57M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 511.39K | 0.00% | 182.73K |
| American century companies | 1.15M | 0.04% | 152.87K |
| Blackrock | 4.20M | 0.01% | 145.08K |
| Millennium management | 253.18K | 0.01% | 131.99K |
| Neumeier poma investment counsel | 362.21K | 1.98% | 110.84K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Simcoe capital management | 1.28M | 11.42% | -955.68K |
| William blair investment management | 319.04K | 0.05% | -126.78K |
| Waratah capital advisors | - | - | -95.11K |
| Empowered funds | 10.45K | 0.01% | -86.97K |
| Josh arnold investment consultant | - | - | -83.92K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Phocas financial | 54.30K | 0.01% | 54.30K | $3.24M |
| Corebridge financial | 15.13K | 0.01% | 15.13K | $902.11K |
| Voloridge investment management | 14.80K | 0.00% | 14.80K | $882.61K |
| Mirae asset global etfs | 13.02K | 0.00% | 13.02K | $776.01K |
| Schonfeld strategic advisors | 12.97K | 0.01% | 12.97K | $773.03K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -2.00 |
| Highmark wealth management | -9.00 |
| Cva family office | -11.00 |
| Country trust bank | -18.00 |
| Innealta capital | -25.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2023 | 227 | 4.13% | 26,582,201 | 0.33% | 90 | 1.12% | 90 | 20.00% | 97 | -3.96% |
| Sep 30, 2023 | 218 | 1.87% | 26,494,904 | -1.58% | 89 | 1.06% | 75 | -20.21% | 101 | 36.49% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.71M | 5.94% | 870.00 |
| Mawer Global Small Cap A | 1.38M | 4.79% | -22.30K |
| T. Rowe Price Integrated US SmCapGrEq | 853.41K | 2.96% | 440.61K |
| Vanguard Total Stock Mkt Idx Inv | 832.55K | 2.88% | 1.26K |
| iShares Russell 2000 ETF | 695.02K | 2.41% | -2.67K |
| 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 |
| Invesco Global Opportunities A | 471.27K | 1.63% | - |
| T. Rowe Price Integrated US Sm Gr Eq | 426.70K | 1.48% | 13.90K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 17, 2024 | Gardella David A | Chief Financial Officer | Sell | $188.05K |
| Nov 06, 2024 | Leib Daniel | Chief Executive Officer | Sell | $1.21M |
| Nov 06, 2024 | Leib Daniel | Chief Executive Officer | Sell | $1.49M |
| Nov 06, 2024 | Leib Daniel | Chief Executive Officer | Sell | $774.04K |
| Nov 07, 2024 | Leib Daniel | Chief Executive Officer | Sell | $44.60K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 12 |
| 2024 Q3 | - | 20 |
| 2024 Q2 | - | 24 |
| 2024 Q1 | - | 10 |
| 2023 Q4 | - | 36 |
DFIN Ownership FAQ
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