Public record / Tickers / DFIN

DFIN — Donnelley Financial Solutions, Inc.†

Both disclosure regimes on one name: who in Congress filed about DFIN, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
1
all PTR rows naming DFIN
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-22
filed 2018-10-22
13F holders
189
top-189 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $1.0K–$15.0K

SELL · traded 2018-10-15 → filed 2018-10-22. Ranked over every DFIN row by the provable lower bound, never a point estimate.

No member disclosed DFIN in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated DFIN rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DFIN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DFIN
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2018-10-22Greg Gianforte R–MT-ALSELLTraded 10-15 +7d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 1 ↗

Members active in DFIN

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed DFIN in the trailing 12 months.

Congress ↔ notable managers · DFIN

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · DONNELLEY FINL SOLUTIONS INC

Merged timeline of congressional filings and notable-manager moves on DFIN
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+6,545 sh
2026-05-14Caxton Associates 13FADD+2,124 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of DFIN for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$188M1
2STATE STREET CORP$54.7M1
3VANGUARD CAPITAL MANAGEMENT LLC$52.6M1
4MORGAN STANLEY$44.7M1
5Alberta Investment Management Corp$40.2M1
6RICE HALL JAMES & ASSOCIATES, LLC$36.8M1
7WESTWOOD HOLDINGS GROUP INC$35.9M1
8DIMENSIONAL FUND ADVISORS LP$32.4M1
9FRONTIER CAPITAL MANAGEMENT CO LLC$30.8M1
10Simcoe Capital Management, LLC$28.2M1
11WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$25.7M1
12VANGUARD PORTFOLIO MANAGEMENT LLC$23.7M1
13FULLER & THALER ASSET MANAGEMENT, INC.$21.8M1
14ROYCE & ASSOCIATES LP$21.2M1
15SHAPIRO CAPITAL MANAGEMENT LLC$21.1M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$20.4M1
17Mawer Investment Management Ltd.$20.0M1
18NORTHERN TRUST CORP$19.7M1
19Access Investment Management LLC$11.0M1
20VANGUARD FIDUCIARY TRUST CO$8.5M1
21D. E. Shaw & Co., Inc.$7.8M1
22UBS Group AG$6.9M1
23JANE STREET GROUP, LLC$6.8M1
24BANK OF AMERICA CORP /DE/$6.8M1
25Aberdeen Group plc$6.5M1
26PRINCIPAL FINANCIAL GROUP INC$6.1M1
27Invesco Ltd.$5.2M1
28Qube Research & Technologies Ltd$5.0M1
29PUBLIC SECTOR PENSION INVESTMENT BOARD$4.5M1
30KING LUTHER CAPITAL MANAGEMENT CORP$4.2M1
31Nuveen, LLC$3.9M1
32FRANKLIN RESOURCES INC$3.8M1
33UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3.6M1
34AQR CAPITAL MANAGEMENT LLC$3.4M1
35ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$3.4M1
36Cresset Asset Management, LLC$3.1M1
37PRUDENTIAL FINANCIAL INC$3.0M1
38Allspring Global Investments Holdings, LLC$3.0M1
39Legal & General Group Plc$2.9M1
40ASSETMARK, INC$2.5M1
41Fisher Asset Management, LLC$2.5M1
42Man Group plc$2.5M1
43Swiss National Bank$2.4M1
44Creative Planning$2.3M1
45Villanova Investment Management Co$2.3M1
46Inspire Investing, LLC$2.2M1
47Moran Wealth Management, LLC$2.1M1
48TWO SIGMA INVESTMENTS, LP$2.1M1
49MILLENNIUM MANAGEMENT LLC$1.8M1
50DEUTSCHE BANK AG\$1.7M1
51FIRST TRUST ADVISORS LP$1.5M1
52ALLIANCEBERNSTEIN L.P.$1.4M1
53Gotham Asset Management, LLC$1.2M1
54Quantinno Capital Management LP$1.1M1
55NOMURA HOLDINGS INC$1.1M1
56FIFTH THIRD BANCORP$1.0M1
57ExodusPoint Capital Management, LP$991K1
58VICTORY CAPITAL MANAGEMENT INC$989K1
59BANK OF MONTREAL /CAN/$976K1
60Numerai GP LLC$846K1
61Pathstone Holdings, LLC$833K1
62JAMES INVESTMENT RESEARCH, INC.$818K1
63ENVESTNET ASSET MANAGEMENT INC$802K1
64O'SHAUGHNESSY ASSET MANAGEMENT, LLC$797K1
65VANGUARD ASSET MANAGEMENT, Ltd$790K1
66CITADEL ADVISORS LLC$752K1
67RAYMOND JAMES FINANCIAL INC$686K1
68Illinois Municipal Retirement Fund$649K1
69Engineers Gate Manager LP$624K1
70Janus Henderson Group Ltd.$602K1
71AMERICAN CENTURY COMPANIES INC$571K1
72MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$564K1
73CAXTON ASSOCIATES LLP$557K1
74Zurcher Kantonalbank (Zurich Cantonalbank)$539K1
75MANUFACTURERS LIFE INSURANCE COMPANY, THE$530K1
76Quadrature Capital Ltd$519K1
77Vanguard Global Advisers, LLC$516K1
78Magnetar Financial LLC$498K1
79SUSQUEHANNA INTERNATIONAL GROUP, LLP$476K1
80NorthCrest Asset Manangement, LLC$475K1
81RITHOLTZ WEALTH MANAGEMENT$469K1
82WELLS FARGO & COMPANY/MN$461K1
83EVOLVE PRIVATE WEALTH, LLC$442K1
84State of Wyoming$439K1
85SEI INVESTMENTS CO$414K1
86NATIXIS$391K1
87BALYASNY ASSET MANAGEMENT L.P.$386K1
88FMR LLC$385K1
89Brevan Howard Capital Management LP$382K1
90FIRST CITIZENS BANK & TRUST CO$372K1
91Envestnet Portfolio Solutions, Inc.$357K1
92Mariner, LLC$355K1
93CANADA PENSION PLAN INVESTMENT BOARD$344K1
94STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$334K1
95Arizona State Retirement System$326K1
96MERCER GLOBAL ADVISORS INC /ADV$326K1
97Assenagon Asset Management S.A.$325K1
98Empowered Funds, LLC$316K1
99COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$309K1
100Squarepoint Ops LLC$308K1
101INTECH INVESTMENT MANAGEMENT LLC$307K1
102Lido Advisors, LLC$298K1
103Vanguard Investments Australia, Ltd.$290K1
104OREGON PUBLIC EMPLOYEES RETIREMENT FUND$287K1
105Universal- Beteiligungs- und Servicegesellschaft mbH$266K1
106Cerity Partners LLC$255K1
107EXCHANGE TRADED CONCEPTS, LLC$233K1
108Brooklyn Investment Group$225K1
109LPL Financial LLC$225K1
110ROYAL BANK OF CANADA$225K1
111BARCLAYS PLC$224K1
112Aquatic Capital Management LLC$223K1
113VOYA INVESTMENT MANAGEMENT LLC$219K1
114CITIGROUP INC$218K1
115XTX Topco Ltd$214K1
116Amundi$209K1
117CHOREO, LLC$205K1
118CWM, LLC$155K1
119WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$127K1
120Ameritas Investment Partners, Inc.$105K1
121Tower Research Capital LLC (TRC)$98.1K1
122Ensign Peak Advisors, Inc$80.3K1
123FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$70.7K1
124Rockefeller Capital Management L.P.$69.9K1
125Pinnacle Wealth Planning Services, Inc.$49.4K1
126QUADRANT CAPITAL GROUP LLC$46.6K1
127Keating Financial Advisory Services, Inc.$34.0K1
128Smartleaf Asset Management LLC$30.5K1
129Blue Trust, Inc.$30.3K1
130BNP Paribas Asset Management Holding S.A.$29.0K1
131SALEM INVESTMENT COUNSELORS INC$28.4K1
132US BANCORP \DE\$19.8K1
133Allworth Financial LP$16.7K1
134Salomon & Ludwin, LLC$14.4K1
135ALGERT GLOBAL LLC$13.1K1
136UMB Bank, n.a.$11.2K1
137OSAIC HOLDINGS, INC.$10.5K1
138WealthCollab, LLC$10.4K1
139MATHER GROUP, LLC.$9.7K1
140CALDWELL SUTTER CAPITAL, INC.$8.6K1
141SIGNATUREFD, LLC$7.6K1
142TOTH FINANCIAL ADVISORY CORP$6.6K1
143Atlantic Union Bankshares Corp$5.9K1
144Arax Advisory Partners$5.0K1
145Parkside Financial Bank & Trust$4.7K1
146NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.9K1
147MAI Capital Management$2.7K1
148Moisand Fitzgerald Tamayo, LLC$2.6K1
149Legacy Wealth Managment, LLC/ID$2.0K1
150SIMPLEX TRADING, LLC$1.9K1
151JPL Wealth Management, LLC$1.7K1
152CANADA LIFE ASSURANCE Co$1.0K1
153SJS Investment Consulting Inc.$1.0K1
154State of Alaska, Department of Revenue$1.0K1
155Ankerstar Wealth, LLC$4711
156TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$3211
157Dogwood Wealth Management LLC$2831
158Federation des caisses Desjardins du Quebec$2351
159Abound Wealth Management$1421
160GILPIN WEALTH MANAGEMENT, LLC$1421
161Larson Financial Group LLC$941
162ACADIAN ASSET MANAGEMENT LLC$641
163Caitong International Asset Management Co., Ltd$471
164KBC Group NV$461
165Smithfield Trust Co$161
166VANGUARD GROUP INC— value not disclosed1
167THRIVENT FINANCIAL FOR LUTHERANS— value not disclosed1
168COMERICA BANK— value not disclosed1
169MACKENZIE FINANCIAL CORP— value not disclosed1
170VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
171CIBC Private Wealth Group LLC— value not disclosed1
172ProShare Advisors LLC— value not disclosed1
173Laurion Capital Management LP— value not disclosed1
174Ancora Advisors LLC— value not disclosed1
175Verition Fund Management LLC— value not disclosed1
176TWO SIGMA ADVISERS, LP— value not disclosed1
177Vestcor Inc— value not disclosed1
178VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
179Swiss Life Asset Management Ltd— value not disclosed1
180Founders Capital Management— value not disclosed1
181Global Retirement Partners, LLC— value not disclosed1
182TWINBEECH CAPITAL LP— value not disclosed1
183TFC Financial Management, Inc.— value not disclosed1
184AlphaQuest LLC— value not disclosed1
185Bell Investment Advisors, Inc— value not disclosed1
186Freestone Grove Partners LP— value not disclosed1
187Aster Capital Management (DIFC) Ltd— value not disclosed1
188Integrated Quantitative Investments LLC— value not disclosed1
189OPTIMA CAPITAL LLC— value not disclosed1
Truncated by Public Filings. Every one of the 165 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on DFIN

RETAINED WINDOW · ACTIVE HITS

Zero hits on DFIN in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for DFIN · financials and macro

Financials — as filed PLANNED

DFIN's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: DFIN on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing