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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | BLACKROCK INC. | 4.06 M | $251.47 M | 2.03% | 13.84% |
| 05/15/2024 | SIMCOE CAPITAL MANAGEMENT, LLC | 2.23 M | $138.44 M | -10.21% | 7.62% |
| 05/06/2024 | MAWER INVESTMENT MANAGEMENT LTD. | 2.04 M | $126.64 M | 47.52% | 6.97% |
| 05/10/2024 | VANGUARD GROUP INC | 1.71 M | $106.33 M | -1.03% | 5.85% |
| 05/15/2024 | STATE STREET CORP | 1.03 M | $63.71 M | 2.06% | 3.51% |
| 05/14/2024 | AMERICAN CENTURY COMPANIES INC | 999,889 | $62.00 M | 12.90% | 3.41% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 928,617 | $57.58 M | -2.09% | 3.17% |
| 04/23/2024 | RICE HALL JAMES & ASSOCIATES, LLC | 917,210 | $56.88 M | -3.30% | 3.13% |
| 04/22/2024 | BOSTON TRUST WALDEN CORP | 809,346 | $50.19 M | 16.12% | 2.76% |
| 05/14/2024 | INVESCO LTD. | 772,696 | $47.91 M | 3.73% | 2.64% |
| 05/15/2024 | MORGAN STANLEY | 656,873 | $40.73 M | -11.92% | 2.24% |
| 05/14/2024 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 622,227 | $38.58 M | -2.35% | 2.12% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 535,653 | $33.22 M | 2.74% | 1.83% |
| 05/09/2024 | ABRDN PLC | 493,716 | $30.62 M | -3.95% | 1.69% |
| 05/08/2024 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 445,815 | $27.64 M | 0.77% | 1.52% |
| 05/10/2024 | JPMORGAN CHASE & CO | 437,967 | $27.16 M | 7.40% | 1.49% |
| 05/13/2024 | FULLER & THALER ASSET MANAGEMENT, INC. | 359,028 | $22.26 M | -6.33% | 1.23% |
| 05/14/2024 | NORTHERN TRUST CORP | 356,917 | $22.13 M | -2.39% | 1.22% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 330,955 | $20.52 M | 0.89% | 1.13% |
| 05/15/2024 | PRICE T ROWE ASSOCIATES INC /MD/ | 328,664 | $20.38 M | 1,178.50% | 1.12% |
| 05/14/2024 | MARATHON ASSET MANAGEMENT LTD | 288,669 | $17.90 M | -38.40% | 0.99% |
| 05/15/2024 | JACOBS LEVY EQUITY MANAGEMENT, INC | 282,430 | $17.51 M | -4.41% | 0.96% |
| 05/15/2024 | ALBERTA INVESTMENT MANAGEMENT CORP | 282,266 | $17.50 M | 3.10% | 0.96% |
| 05/13/2024 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 251,365 | $15.59 M | 100.00% | 0.86% |
| 04/11/2024 | O'KEEFE STEVENS ADVISORY, INC. | 219,255 | $13.60 M | -0.01% | 0.75% |
| 05/01/2024 | ACCESS INVESTMENT MANAGEMENT LLC | 218,190 | $13.53 M | 0.02% | 0.74% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 206,401 | $12.80 M | -11.93% | 0.70% |
| 05/09/2024 | EAGLE ASSET MANAGEMENT INC | 191,244 | $11.88 M | -2.63% | 0.65% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 168,096 | $10.42 M | 55.80% | 0.57% |
| 05/15/2024 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 164,822 | $10.22 M | 59.98% | 0.56% |
| 05/15/2024 | TENSILE CAPITAL MANAGEMENT LP | 161,209 | $10.00 M | -54.10% | 0.55% |
| 05/15/2024 | D. E. SHAW & CO., INC. | 153,480 | $9.52 M | -16.56% | 0.52% |
| 04/29/2024 | PRINCIPAL FINANCIAL GROUP INC | 142,769 | $8.85 M | -0.02% | 0.49% |
| 04/29/2024 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 141,555 | $8.78 M | 39.64% | 0.48% |
| 05/13/2024 | ENVESTNET ASSET MANAGEMENT INC | 126,114 | $7.82 M | 4.82% | 0.43% |
| 05/15/2024 | MILLENNIUM MANAGEMENT LLC | 121,184 | $7.51 M | 15.31% | 0.41% |
| 05/13/2024 | ROYCE & ASSOCIATES LP | 120,392 | $7.47 M | -0.41% | 0.41% |
| 05/15/2024 | CITADEL ADVISORS LLC | 117,650 | $7.30 M | 388.66% | 0.40% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 107,238 | $6.65 M | 0.49% | 0.37% |
| 05/15/2024 | CRESSET ASSET MANAGEMENT, LLC | 105,010 | $6.51 M | 95.90% | 0.36% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 102,804 | $6.37 M | 2.87% | 0.35% |
| 05/15/2024 | MAN GROUP PLC | 102,368 | $6.35 M | -17.67% | 0.35% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 100,410 | $6.23 M | -25.73% | 0.34% |
| 05/09/2024 | FISHER ASSET MANAGEMENT, LLC | 99,426 | $6.17 M | -2.64% | 0.34% |
| 05/07/2024 | EMPOWERED FUNDS, LLC | 97,423 | $6.04 M | 100.00% | 0.33% |
| 05/14/2024 | WARATAH CAPITAL ADVISORS LTD. | 95,109 | $5.90 M | 145.11% | 0.32% |
| 05/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 90,300 | $5.60 M | 100.00% | 0.31% |
| 05/15/2024 | JOSH ARNOLD INVESTMENT CONSULTANT, LLC | 83,925 | $5.20 M | 100.00% | 0.29% |
| 05/01/2024 | SEIZERT CAPITAL PARTNERS, LLC | 83,510 | $5.18 M | 1.44% | 0.29% |
| 05/14/2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 79,939 | $4.96 M | 224.84% | 0.27% |
A. During the previous two years, 317 institutional investors and hedge funds held shares of Donnelley Financial Solutions, Inc.. The most heavily invested institutionals were:
BlackRock Inc.: 4.06 M
Simcoe Capital Management, LLC: 2.23 M
Mawer Investment Management Ltd.: 2.04 M
VANGUARD GROUP INC: 1.71 M
STATE STREET CORP: 1.03 M
AMERICAN CENTURY COMPANIES INC: 999,889
A. 93.65% of Donnelley Financial Solutions, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 37.90 M shares in the last 24 months. This purchase volume represents approximately $2.26 B in transactions.
