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Donaldson Co Inc

DCI
Exchange
NYSE
Industry
Industrial & Commercial Fans & Blowers & Air Purifing Equip
SEC CIK
0000029644

In the last 90 days, Donaldson Co Inc insiders filed 0 open-market purchases and 2 sales; 632 institutions reported holding it in 13F filings for Q2 2026, worth $9.43B in total; no superinvestor holds it.

13F holders, Q3 2021

Institutional positions in Donaldson Co Inc as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
406
+8 vs. Q2 2021
Shares held
98.7M
−2.35M (−2.3%) vs. Q2 2021
Total value
$5.66B
−$752.9M (−11.7%) vs. Q2 2021
New holders
41
119 more added
Sold out
33
151 more reduced

4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting DCI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 406 institutions
Q1 2021: 408 institutionsQ2 2021: 402 institutionsQ3 2021: 406 institutionsQ4 2021: 425 institutionsQ1 2022: 403 institutionsQ2 2022: 387 institutionsQ3 2022: 388 institutionsQ4 2022: 418 institutionsQ1 2023: 456 institutionsQ2 2023: 457 institutionsQ3 2023: 453 institutionsQ4 2023: 471 institutionsQ1 2024: 504 institutionsQ2 2024: 517 institutionsQ3 2024: 536 institutionsQ4 2024: 528 institutionsQ1 2025: 520 institutionsQ2 2025: 528 institutionsQ3 2025: 564 institutionsQ4 2025: 621 institutionsQ1 2026: 613 institutionsQ2 2026: 632 institutions
Value heldQ3 2021: $5.66B
Q1 2021: $5.89BQ2 2021: $6.42BQ3 2021: $5.66BQ4 2021: $5.87BQ1 2022: $5.12BQ2 2022: $4.78BQ3 2022: $4.85BQ4 2022: $5.75BQ1 2023: $6.42BQ2 2023: $6.15BQ3 2023: $6.11BQ4 2023: $6.76BQ1 2024: $7.73BQ2 2024: $7.32BQ3 2024: $7.48BQ4 2024: $6.90BQ1 2025: $6.96BQ2 2025: $7.07BQ3 2025: $8.19BQ4 2025: $8.91BQ1 2026: $8.59BQ2 2026: $9.43B
Institutions holding DCI and their total value by quarter
QuarterHoldersValue
Q2 2026632$9.43B
Q1 2026613$8.59B
Q4 2025621$8.91B
Q3 2025564$8.19B
Q2 2025528$7.07B
Q1 2025520$6.96B
Q4 2024528$6.90B
Q3 2024536$7.48B
Q2 2024517$7.32B
Q1 2024504$7.73B
Q4 2023471$6.76B
Q3 2023453$6.11B
Q2 2023457$6.15B
Q1 2023456$6.42B
Q4 2022418$5.75B
Q3 2022388$4.85B
Q2 2022387$4.78B
Q1 2022403$5.12B
Q4 2021425$5.87B
Q3 2021406$5.66B
Q2 2021402$6.42B
Q1 2021408$5.89B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Donaldson Co Inc; share changes are against Q2 2021.

Institutions holding DCI in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.4$00.00%−6−60.0%Reduced
Glassman Wealth Services2$00.00%00.0%Unchanged
Prestige Wealth Management Group LLC6$00.00%00.0%Unchanged
Farmers & Merchants Investments Inc6$00.00%+6New
Bell Investment Advisors, Inc8$00.00%+8New
TD Private Client Wealth LLC7$4020.00%00.0%Unchanged
Leonteq Securities AG16$9190.00%+16New
Concord Wealth Partners17$1.00K0.00%−169−90.9%Reduced
USA Financial Portformulas Corp25$1.00K0.00%00.0%Unchanged
Creative Financial Designs Inc21$1.00K0.00%00.0%Unchanged
NEXT Financial Group, Inc23$1.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC21$1.00K0.00%+6+40.0%Added
TFC Financial Management20$1.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC19$1.09K0.00%00.0%Unchanged
Financial Perspectives, Inc22$1.26K0.00%00.0%Unchanged
Versant Capital Management, Inc36$2.00K0.00%00.0%Unchanged
Halpern Financial, Inc.48$2.76K0.00%00.0%Unchanged
First Manhattan Co67$3.00K0.00%00.0%Unchanged
Wealth Quarterback LLC49$3.00K0.00%00.0%Unchanged
Huntington National Bank45$3.00K0.00%00.0%Unchanged
Manchester Capital Management LLC50$3.00K0.00%−2−3.8%Reduced
Parallel Advisors, LLC59$3.00K0.00%+8+15.7%Added
Vigilant Capital Management, LLC50$3.00K0.00%+50New
Arkadios Wealth Advisors78$4.00K0.00%−70−47.3%Reduced
C M Bidwell & Associates Ltd78$4.00K0.00%00.0%Unchanged
Earnest Partners LLC72$4.00K0.00%00.0%Unchanged
Cordasco Financial Network73$4.00K0.00%00.0%Unchanged
Berman Capital Advisors, LLC78$4.00K0.00%−1−1.3%Reduced
Massmutual Trust Co FSB70$4.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.65$4.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC68$4.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.80$5.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP107$6.00K0.00%00.0%Unchanged
JJJ Advisors Inc.111$6.00K0.00%−2−1.8%Reduced
Professional Financial Advisors, LLC104$6.00K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC96$6.00K0.00%+96New
Bessemer Group Inc125$7.00K0.00%+125New
Parkside Financial Bank & Trust131$8.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC160$9.00K0.00%00.0%Unchanged
TD Capital Management LLC202$12.0K0.00%00.0%Unchanged
Consolidated Planning Corp231$13.0K0.01%+231New
Lindbrook Capital, LLC266$15.0K0.00%00.0%Unchanged
American Portfolios Advisors266$15.3K0.00%+20+8.1%Added
Fieldpoint Private Securities, LLC275$16.0K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC275$16.0K0.00%00.0%Unchanged
Pflug Koory, LLC300$17.0K0.01%00.0%Unchanged
Ellevest, Inc.291$17.0K0.00%+24+9.0%Added
CX Institutional320$18.0K0.00%00.0%Unchanged
Kings Point Capital Management316$18.0K0.00%+316New
Wolff Wiese Magana LLC351$20.0K0.01%−66−15.8%Reduced
BBVA USA357$20.0K0.00%−21−5.6%Reduced
Gemmer Asset Management LLC368$21.0K0.00%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC400$23.0K0.01%00.0%Unchanged
Signaturefd, LLC412$24.0K0.00%−13−3.1%Reduced
Gerber Kawasaki Wealth & Investment Management425$24.0K0.00%+425New
FourThought Financial, LLC455$26.0K0.00%00.0%Unchanged
Eagle Bay Advisors LLC510$28.0K0.02%+255+100.0%Added
Lazard Asset Management LLC492$28.0K0.00%+470+2,136.4%Added
Fifth Third Bancorp580$33.0K0.00%−150−20.5%Reduced
Jacobi Capital Management LLC596$34.0K0.00%+2+0.3%Added
HM Payson & Co590$34.0K0.00%00.0%Unchanged
Benjamin Edwards Inc586$34.0K0.02%+586New
Riverview Trust Co616$35.0K0.04%00.0%Unchanged
IFP Advisors, Inc617$35.0K0.00%00.0%Unchanged
State of Wyoming634$36.0K0.02%−186−22.7%Reduced
Sonora Investment Management, LLC700$40.0K0.01%00.0%Unchanged
Sageworth Trust Co700$40.0K0.00%00.0%Unchanged
MUFG Americas Holdings Corp716$41.0K0.00%+116+19.3%Added
Column Capital Advisors, LLC728$42.0K0.01%−56−7.1%Reduced
PrairieView Partners, LLC753$43.0K0.01%00.0%Unchanged
Gleason Group, Inc.752$43.0K0.02%+2+0.3%Added
Asset Dedication, LLC774$46.0K0.01%+24+3.2%Added
Tradition Wealth Management, LLC825$47.0K0.01%+1+0.1%Added
Central Trust Co810$47.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co978$56.0K0.00%−11−1.1%Reduced
Johnson Financial Group, Inc.1,000$57.0K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC1,048$60.0K0.00%+35+3.5%Added
Zions Bancorporation, N.A.1,060$61.0K0.01%+1,060New
Koshinski Asset Management, Inc.1,240$71.2K0.01%+1,240New
Geneos Wealth Management Inc.1,280$75.0K0.00%00.0%Unchanged
Standard Family Office LLC1,400$80.0K0.02%−8,766−86.2%Reduced
Fred Alger Management, LLC1,504$86.0K0.00%+344+29.7%Added
Steward Partners Investment Advisory, LLC1,823$105.0K0.00%+301+19.8%Added
Private Capital Group, LLC1,848$106.0K0.02%00.0%Unchanged
Captrust Financial Advisors1,924$110.0K0.00%+904+88.6%Added
Evoke Wealth, LLC2,004$115.0K0.00%−10.0%Reduced
Harbour Investments, Inc.2,074$119.0K0.00%+648+45.4%Added
Macquarie Group Ltd2,208$127.0K0.00%−2,267−50.7%Reduced
Skandinaviska Enskilda Banken AB (publ)2,300$132.0K0.00%00.0%Unchanged
Whittier Trust Co2,335$134.0K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.2,813$161.0K0.00%00.0%Unchanged
Virtu Financial LLC3,521$202.0K0.02%+3,521New
Avidian Wealth Solutions, LLC3,588$206.0K0.02%+10.0%Added
Glenview Trust Co3,600$207.0K0.01%00.0%Unchanged
Los Angeles Capital Management LLC3,642$209.0K0.00%−215−5.6%Reduced
Bailard, Inc.3,681$211.0K0.01%+220+6.4%Added
Homrich & Berg3,690$212.0K0.00%−385−9.4%Reduced
Trillium Asset Management, LLC3,688$212.0K0.01%00.0%Unchanged
Gotham Asset Management, LLC3,730$214.0K0.01%−2,347−38.6%Reduced
Accredited Investors Inc.3,853$221.0K0.02%+6+0.2%Added