Donnelley Financial Solutions is a financial - capital markets company in the financial services sector on NYSE, led by Daniel N. Leib, with a market cap of $1.2B. As of Q3 2025, 98% of shares are held by 240 institutional investors, with BlackRock, Inc. as the largest holder at 14.58%.
Overview of institutional ownership in DFIN as of Q3 2025 with a market cap of $1.4B
Based on market cap of $1.4B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Institutions with the largest positions in DFIN as of Q3 2025
| Institution | Position Value |
|---|---|
B BlackRock, Inc. Institution | $206.1M 0.00% of portfolio |
VANGUARD GROUP INC Institution | $96.0M 0.00% of portfolio |
MORGAN STANLEY RIA/Wealth | $66.9M 0.00% of portfolio |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $63.6M 0.13% of portfolio |
STATE STREET CORP Institution | $62.6M 0.00% of portfolio |
Simcoe Capital Management, LLC Hedge Fund•Long/Short | $61.1M 8.85% of portfolio |
Mawer Investment Management Ltd. Long Only Manager | $44.4M 0.23% of portfolio |
R RICE HALL JAMES & ASSOCIATES, LLC Long Only Manager | $39.0M 2.13% of portfolio |
B BTIM Corp. Institution | $37.7M 0.28% of portfolio |
WESTWOOD HOLDINGS GROUP INC Institution | $37.3M 0.27% of portfolio |
Institutional buying and selling activity for DFIN in Q3 2025
| Institution | Net Bought |
|---|---|
R ROYCE & ASSOCIATES LLC Institution | +$13.6M +264.7K shares |
O Ophir Asset Management Pty Ltd Long Only Manager | +$12.4M +241.9K shares |
SHAPIRO CAPITAL MANAGEMENT CO INC Long Only Manager | +$9.1M +176.7K shares |
+$7.7M +150.0K shares | |
Simcoe Capital Management, LLC Hedge Fund•Long/Short | +$7.7M +149.5K shares |
B BlackRock, Inc. Institution | +$6.2M +120.6K shares |
WESTWOOD HOLDINGS GROUP INC Institution | +$5.9M +115.6K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | +$5.6M +107.9K shares |
MORGAN STANLEY RIA/Wealth | +$4.8M +93.5K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | +$4.7M +91.5K shares |
| Institution | Net Sold |
|---|---|
NEUMEIER POMA INVESTMENT COUNSEL LLC Long Only Manager | −$13.6M −220.7K shares |
Mawer Investment Management Ltd. Long Only Manager | −$10.8M −210.8K shares |
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager | −$10.7M −207.4K shares |
FULLER & THALER ASSET MANAGEMENT, INC. Long Only Manager | −$8.0M −155.1K shares |
S Standard Life Aberdeen plc Institution | −$6.7M −130.1K shares |
Allspring Global Investments Holdings, LLC Long Only Manager | −$5.1M −98.3K shares |
Invesco Ltd. ETF Provider | −$4.9M −95.8K shares |
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant | −$4.7M −77.0K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$4.5M −87.4K shares |
R RICE HALL JAMES & ASSOCIATES, LLC Long Only Manager | −$3.9M −75.5K shares |
Institutions that initiated new positions or completely exited DFIN in Q3 2025
| Institution | Position Value |
|---|---|
Integrated Quantitative Investments LLC Long Only Manager | $963.6K 18.7K shares |
B Bridgefront Capital, LLC Hedge Fund•Quant | $227.1K 4.4K shares |
Hartland & Co., LLC RIA/Wealth | $221.1K 4.3K shares |
$52.0K 968.0 shares | |
S Salomon & Ludwin, LLC Institution | $10.2K 192.0 shares |
O Optiver Holding B.V. Institution | $9.6K 186.0 shares |
TOTH FINANCIAL ADVISORY CORP RIA/Wealth | $7.2K 140.0 shares |
Union Bankshares Corp Institution | $6.4K 125.0 shares |
SRS Capital Advisors, Inc. RIA/Wealth | $4.3K 83.0 shares |
Sontag Advisory, LLC RIA/Wealth | $3.0K 59.0 shares |
| Institution | Previous Position |
|---|---|
NEUMEIER POMA INVESTMENT COUNSEL LLC Long Only Manager | $13.6M 220.7K shares |
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant | $4.7M 77.0K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $2.6M 41.4K shares |
Connor, Clark & Lunn Investment Management Ltd. Long Only Manager | $1.7M 26.9K shares |
Trexquant Investment LP Hedge Fund•Quant | $1.3M 21.5K shares |
G GAMCO INVESTORS, INC. ET AL Institution | $944.5K 15.3K shares |
T TEXAS PERMANENT SCHOOL FUND Institution | $847.1K 13.7K shares |
STATE OF WISCONSIN INVESTMENT BOARD RIA/Wealth | $831.4K 13.5K shares |
S STIFEL FINANCIAL CORP Long Only Manager | $711.2K 11.5K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $663.2K 10.8K shares |
Institutions with the largest Call and Put options positions in DFIN as of Q3 2025
| Institution | Position Value |
|---|---|
J JANE STREET GROUP, LLC Institution | - - contracts |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with DFIN as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Simcoe Capital Management, LLC Hedge Fund•Long/Short | 8.85% $61.1M |
GLOBAL VALUE INVESTMENT CORP. Hedge Fund•Activist | 8.39% $5.5M |
O Ophir Asset Management Pty Ltd Long Only Manager | 3.38% $27.4M |
Access Investment Management LLC RIA/Wealth | 3.04% $11.3M |
W WINMILL & CO. INC Institution | 3.03% $12.5M |
R RICE HALL JAMES & ASSOCIATES, LLC Long Only Manager | 2.13% $39.0M |
SHAPIRO CAPITAL MANAGEMENT CO INC Long Only Manager | 1.65% $36.6M |
Bridge City Capital, LLC Long Only Manager | 0.88% $3.3M |
GLOBEFLEX CAPITAL L P Long Only Manager | 0.55% $3.5M |
Marathon Asset Mgmt Ltd Long Only Manager | 0.28% $7.7M |
Discover hedge funds investing in DFIN

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Information Technology Services Technology | $5.6M | 0.50% | |
Grocery Stores Consumer Defensive | $5.2M | 0.46% | |
Software - Infrastructure Technology | $4.8M | 0.43% |
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