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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 632 | $9.43B |
| Q1 2026 | 613 | $8.59B |
| Q4 2025 | 621 | $8.91B |
| Q3 2025 | 564 | $8.19B |
| Q2 2025 | 528 | $7.07B |
| Q1 2025 | 520 | $6.96B |
| Q4 2024 | 528 | $6.90B |
| Q3 2024 | 536 | $7.48B |
| Q2 2024 | 517 | $7.32B |
| Q1 2024 | 504 | $7.73B |
| Q4 2023 | 471 | $6.76B |
| Q3 2023 | 453 | $6.11B |
| Q2 2023 | 457 | $6.15B |
| Q1 2023 | 456 | $6.42B |
| Q4 2022 | 418 | $5.75B |
| Q3 2022 | 388 | $4.85B |
| Q2 2022 | 387 | $4.78B |
| Q1 2022 | 403 | $5.12B |
| Q4 2021 | 425 | $5.87B |
| Q3 2021 | 406 | $5.66B |
| Q2 2021 | 402 | $6.42B |
| Q1 2021 | 408 | $5.89B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Donaldson Co Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stonebridge Capital Advisors LLC | 4,045 | $232.0K | 0.03% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 4,000 | $230.0K | 0.04% | 00.0% | Unchanged |
| Lido Advisors, LLC | 3,905 | $224.0K | 0.01% | +57+1.5% | Added |
| CWM Advisors, LLC | 3,894 | $224.0K | 0.03% | +3,894 | New |
| Cigna Investments Inc | 3,868 | $222.0K | 0.02% | −100−2.5% | Reduced |
| Accredited Investors Inc. | 3,853 | $221.0K | 0.02% | +6+0.2% | Added |
| Gotham Asset Management, LLC | 3,730 | $214.0K | 0.01% | −2,347−38.6% | Reduced |
| Homrich & Berg | 3,690 | $212.0K | 0.00% | −385−9.4% | Reduced |
| Trillium Asset Management, LLC | 3,688 | $212.0K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 3,681 | $211.0K | 0.01% | +220+6.4% | Added |
| Los Angeles Capital Management LLC | 3,642 | $209.0K | 0.00% | −215−5.6% | Reduced |
| Glenview Trust Co | 3,600 | $207.0K | 0.01% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 3,588 | $206.0K | 0.02% | +10.0% | Added |
| Virtu Financial LLC | 3,521 | $202.0K | 0.02% | +3,521 | New |
| Cullen/Frost Bankers, Inc. | 2,813 | $161.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,335 | $134.0K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 2,300 | $132.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,208 | $127.0K | 0.00% | −2,267−50.7% | Reduced |
| Harbour Investments, Inc. | 2,074 | $119.0K | 0.00% | +648+45.4% | Added |
| Evoke Wealth, LLC | 2,004 | $115.0K | 0.00% | −10.0% | Reduced |
| Captrust Financial Advisors | 1,924 | $110.0K | 0.00% | +904+88.6% | Added |
| Private Capital Group, LLC | 1,848 | $106.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,823 | $105.0K | 0.00% | +301+19.8% | Added |
| Fred Alger Management, LLC | 1,504 | $86.0K | 0.00% | +344+29.7% | Added |
| Standard Family Office LLC | 1,400 | $80.0K | 0.02% | −8,766−86.2% | Reduced |
| Geneos Wealth Management Inc. | 1,280 | $75.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,240 | $71.2K | 0.01% | +1,240 | New |
| Zions Bancorporation, N.A. | 1,060 | $61.0K | 0.01% | +1,060 | New |
| O'Shaughnessy Asset Management, LLC | 1,048 | $60.0K | 0.00% | +35+3.5% | Added |
| Johnson Financial Group, Inc. | 1,000 | $57.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 978 | $56.0K | 0.00% | −11−1.1% | Reduced |
| Tradition Wealth Management, LLC | 825 | $47.0K | 0.01% | +1+0.1% | Added |
| Central Trust Co | 810 | $47.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 774 | $46.0K | 0.01% | +24+3.2% | Added |
| PrairieView Partners, LLC | 753 | $43.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 752 | $43.0K | 0.02% | +2+0.3% | Added |
| Column Capital Advisors, LLC | 728 | $42.0K | 0.01% | −56−7.1% | Reduced |
| MUFG Americas Holdings Corp | 716 | $41.0K | 0.00% | +116+19.3% | Added |
| Sonora Investment Management, LLC | 700 | $40.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 700 | $40.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 634 | $36.0K | 0.02% | −186−22.7% | Reduced |
| Riverview Trust Co | 616 | $35.0K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 617 | $35.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 596 | $34.0K | 0.00% | +2+0.3% | Added |
| HM Payson & Co | 590 | $34.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 586 | $34.0K | 0.02% | +586 | New |
| Fifth Third Bancorp | 580 | $33.0K | 0.00% | −150−20.5% | Reduced |
| Eagle Bay Advisors LLC | 510 | $28.0K | 0.02% | +255+100.0% | Added |
| Lazard Asset Management LLC | 492 | $28.0K | 0.00% | +470+2,136.4% | Added |
| FourThought Financial, LLC | 455 | $26.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 412 | $24.0K | 0.00% | −13−3.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 425 | $24.0K | 0.00% | +425 | New |
| Capital Advisory Group Advisory Services, LLC | 400 | $23.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 368 | $21.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 351 | $20.0K | 0.01% | −66−15.8% | Reduced |
| BBVA USA | 357 | $20.0K | 0.00% | −21−5.6% | Reduced |
| CX Institutional | 320 | $18.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 316 | $18.0K | 0.00% | +316 | New |
| Pflug Koory, LLC | 300 | $17.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 291 | $17.0K | 0.00% | +24+9.0% | Added |
| Fieldpoint Private Securities, LLC | 275 | $16.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 275 | $16.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 266 | $15.3K | 0.00% | +20+8.1% | Added |
| Lindbrook Capital, LLC | 266 | $15.0K | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 231 | $13.0K | 0.01% | +231 | New |
| TD Capital Management LLC | 202 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 160 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 131 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 125 | $7.00K | 0.00% | +125 | New |
| Jones Financial Companies LLLP | 107 | $6.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 111 | $6.00K | 0.00% | −2−1.8% | Reduced |
| Professional Financial Advisors, LLC | 104 | $6.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 96 | $6.00K | 0.00% | +96 | New |
| TCI Wealth Advisors, Inc. | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 78 | $4.00K | 0.00% | −70−47.3% | Reduced |
| C M Bidwell & Associates Ltd | 78 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 78 | $4.00K | 0.00% | −1−1.3% | Reduced |
| Massmutual Trust Co FSB | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 50 | $3.00K | 0.00% | −2−3.8% | Reduced |
| Parallel Advisors, LLC | 59 | $3.00K | 0.00% | +8+15.7% | Added |
| Vigilant Capital Management, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Halpern Financial, Inc. | 48 | $2.76K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 22 | $1.26K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.09K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 17 | $1.00K | 0.00% | −169−90.9% | Reduced |
| USA Financial Portformulas Corp | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 21 | $1.00K | 0.00% | +6+40.0% | Added |
| TFC Financial Management | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 16 | $919 | 0.00% | +16 | New |
| TD Private Client Wealth LLC | 7 | $402 | 0.00% | 00.0% | Unchanged |