Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in DFIN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.0M | $188.3M | +1.3% | 15.993% | 0.00% |
| 2 | STATE STREET CORP | 1.2M | $54.7M | -3.7% | 4.647% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.1M | $52.6M | β | 4.463% | 0.00% |
| 4 | MORGAN STANLEY | 949K | $44.7M | -9.4% | 3.797% | 0.00% |
| 5 | Alberta Investment Management Corp | 853K | $40.2M | -3.1% | 3.413% | 0.25% |
| 6 | RICE HALL JAMES & ASSOCIATES, LLC | 780K | $36.8M | +1.8% | 3.122% | 2.05% |
| 7 | WESTWOOD HOLDINGS GROUP INC | 761K | $35.9M | -2.2% | 3.047% | 0.26% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 686K | $32.4M | -1.5% | 2.747% | 0.01% |
| 9 | FRONTIER CAPITAL MANAGEMENT CO LLC | 654K | $30.8M | +14.2% | 2.617% | 0.32% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 626K | $29.5M | +2.8% | 2.507% | 0.00% |
| 11 | Simcoe Capital Management, LLC | 598K | $28.2M | -43.1% | 2.393% | 4.89% |
| 12 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 545K | $25.7M | +5.1% | 2.183% | 0.08% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 503K | $23.7M | β | 2.012% | 0.00% |
| 14 | Boston Trust Walden Corp | 467K | $22.0M | -10.2% | 1.870% | 0.18% |
| 15 | FULLER & THALER ASSET MANAGEMENT, INC. | 463K | $21.8M | +59.3% | 1.852% | 0.07% |
| 16 | ROYCE & ASSOCIATES LP | 449K | $21.2M | -23.9% | 1.797% | 0.21% |
| 17 | SHAPIRO CAPITAL MANAGEMENT LLC | 448K | $21.1M | -8.9% | 1.795% | 1.32% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 433K | $20.4M | +10.5% | 1.733% | 0.00% |
| 19 | Mawer Investment Management Ltd. | 424K | $20.0M | -50.7% | 1.696% | 0.13% |
| 20 | NORTHERN TRUST CORP | 419K | $19.7M | +0.2% | 1.676% | 0.00% |
| 21 | GOLDMAN SACHS GROUP INC | 414K | $19.5M | +107.8% | 1.658% | 0.00% |
| 22 | LOOMIS SAYLES & CO L P | 315K | $14.8M | +7.1% | 1.259% | 0.02% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 180K | $8.5M | β | 0.722% | 0.00% |
| 24 | D. E. Shaw & Co., Inc. | 165K | $7.8M | -4.6% | 0.661% | 0.01% |
| 25 | Marathon Asset Management Ltd | 154K | $7.3M | +13.4% | 0.618% | 0.28% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in DFIN β a direct measure of their conviction.
Filings activity in DFIN during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new DFIN position in Q1 2026
Institutions that fully closed their DFIN position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 239 | +3.5% | 106.23% | 7.36 pp | $1.02B | 6.5% |
| Q4 2025 | 231 | 2.1% | 113.59% | 20.01 pp | $1.09B | 15% |
| Q3 2025 | 236 | 1.3% | 133.60% | 25.51 pp | $1.28B | 16% |
| Q2 2025 | 239 | +4.4% | 159.11% | +49.61 pp | $1.53B | +45% |
| Q1 2025 | 229 | 5.8% | 109.50% | 65.37 pp | $1.05B | 37% |
| Q4 2024 | 243 | 4.3% | 174.87% | 4.93 pp | $1.68B | 2.7% |
| Q3 2024 | 254 | +1.6% | 179.80% | +16.49 pp | $1.73B | +10% |
| Q2 2024 | 250 | β | 163.31% | β | $1.57B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying DFIN stock.
Based on Q1 2026 13F filings, institutional ownership of Donnelley Financial Solutions, Inc. stands at 106.2%, held across 239 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of DFIN, with approximately 3,995,329 shares worth $0.19B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of DFIN.
Our composite Smart Money Score for DFIN is 29 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
37 institutions opened new positions in DFIN during Q1 2026, while 29 fully exited. 122 added to existing positions and 76 trimmed.
DFIN institutional ownership fell by 7.36 percentage points quarter-over-quarter, with a net change of +8 holders.
The top 10 institutions account for 53.5% of all reported 13F value in DFIN, and the top 25 account for 81.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Donnelley Financial Solutions, Inc. (DFIN) Institutional Ownership