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, Q4 2022
Institutional positions in Donaldson Co Inc as of Dec 31, 2022. 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
- 418
- +35 vs. Q3 2022
- Shares held
- 97.7M
- −910.7K (−0.9%) vs. Q3 2022
- Total value
- $5.75B
- +$915.3M (+18.9%) vs. Q3 2022
- New holders
- 70
- 136 more added
- Sold out
- 35
- 133 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding Donaldson Co Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 5 | $0 | 0.00% | +5 | New |
| PSI Advisors, LLC | 2 | $118 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4 | $235 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 1 | $246 | 0.00% | +1 | New |
| TCI Wealth Advisors, Inc. | 7 | $412 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 8 | $471 | 0.00% | +6+300.0% | Added |
| Longfellow Investment Management Co LLC | 10 | $589 | 0.00% | +5+100.0% | Added |
| Aua Capital Management, LLC | 13 | $765 | 0.00% | −24−64.9% | Reduced |
| Concord Wealth Partners | 17 | $1.00K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 19 | $1.12K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $1.18K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 21 | $1.24K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 22 | $1.29K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 22 | $1.29K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 24 | $1.41K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 28 | $1.65K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $1.71K | 0.00% | +16+123.1% | Added |
| Private Advisor Group, LLC | 29,479 | $1.74K | 0.00% | −1,333−4.3% | Reduced |
| Bell Investment Advisors, Inc | 31 | $1.82K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 33 | $1.94K | 0.00% | +33 | New |
| Sageworth Trust Co | 28 | $2.00K | 0.00% | +28 | New |
| Versant Capital Management, Inc | 36 | $2.12K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 44 | $2.60K | 0.00% | +44 | New |
| Capital Advisors, Ltd. LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 47 | $3.00K | 0.00% | +33+235.7% | Added |
| Parkside Financial Bank & Trust | 53 | $3.12K | 0.00% | +44+488.9% | Added |
| Farmers & Merchants Investments Inc | 55 | $3.24K | 0.00% | −2−3.5% | Reduced |
| Private Trust Co NA | 73 | $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 |
| Quent Capital, LLC | 68 | $4.00K | 0.00% | +34+100.0% | Added |
| Manchester Capital Management LLC | 71 | $4.18K | 0.00% | +20+39.2% | Added |
| Earnest Partners LLC | 72 | $4.24K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 75 | $4.42K | 0.00% | +75 | New |
| Bessemer Group Inc | 80 | $5.00K | 0.00% | +27+50.9% | Added |
| Schubert & Co | 90 | $5.30K | 0.00% | +9+11.1% | Added |
| Exchange Traded Concepts, LLC | 94 | $5.53K | 0.00% | +94 | New |
| Aquatic Capital Management LLC | 100 | $6.00K | 0.00% | −2,600−96.3% | Reduced |
| Simplex Trading, LLC | 105 | $6.00K | 0.00% | +105 | New |
| First Eagle Investment Management, LLC | 103 | $6.06K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 112 | $6.59K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 123 | $7.24K | 0.00% | +17+16.0% | Added |
| Brown, Lisle/Cummings, Inc. | 125 | $7.36K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 138 | $8.12K | 0.01% | +138 | New |
| JFS Wealth Advisors, LLC | 173 | $10.2K | 0.00% | +15+9.5% | Added |
| First Horizon Advisors, Inc. | 176 | $10.4K | 0.00% | +142+417.6% | Added |
| Hoese & Co LLP | 180 | $11.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 200 | $11.8K | 0.00% | +200 | New |
| My Personal CFO, LLC | 243 | $14.3K | 0.01% | +243 | New |
| Eagle Bay Advisors LLC | 244 | $14.4K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 276 | $16.2K | 0.00% | −29−9.5% | Reduced |
| Tradition Wealth Management, LLC | 296 | $17.0K | 0.00% | −534−64.3% | Reduced |
| Lindbrook Capital, LLC | 299 | $17.6K | 0.00% | −31−9.4% | Reduced |
| Proequities, Inc. | 319 | $18.8K | 0.00% | +24+8.1% | Added |
| Asset Dedication, LLC | 377 | $22.0K | 0.00% | +377 | New |
| TD Private Client Wealth LLC | 431 | $25.4K | 0.00% | −451−51.1% | Reduced |
| Baillie Gifford & Co | 436 | $25.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 8,799 | $25.9K | 0.00% | +188+2.2% | Added |
| Pflug Koory, LLC | 435 | $26.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 463 | $27.3K | 0.00% | +53+12.9% | Added |
| Signaturefd, LLC | 541 | $31.8K | 0.00% | −233−30.1% | Reduced |
| Belpointe Asset Management LLC | 547 | $32.2K | 0.00% | +547 | New |
| EverSource Wealth Advisors, LLC | 561 | $33.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 616 | $36.0K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 630 | $37.1K | 0.00% | −150−19.2% | Reduced |
| Webster Bank, N. A. | 650 | $38.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 661 | $38.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 797 | $39.0K | 0.00% | +546+217.5% | Added |
| Affiance Financial, LLC | 700 | $41.2K | 0.02% | +700 | New |
| Central Trust Co | 718 | $42.3K | 0.00% | −92−11.4% | Reduced |
| Lazard Asset Management LLC | 762 | $44.0K | 0.00% | −2,764−78.4% | Reduced |
| IFP Advisors, Inc | 950 | $44.0K | 0.00% | −647−40.5% | Reduced |
| PrairieView Partners, LLC | 753 | $44.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 769 | $45.3K | 0.01% | +4+0.5% | Added |
| National Bank of Canada | 800 | $47.1K | 0.00% | −44,000−98.2% | Reduced |
| Geneos Wealth Management Inc. | 800 | $47.1K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 881 | $51.9K | 0.00% | +881 | New |
| Northwestern Mutual Wealth Management Co | 884 | $52.0K | 0.00% | −43−4.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,000 | $58.9K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,100 | $64.7K | 0.03% | +300+37.5% | Added |
| Fred Alger Management, LLC | 1,168 | $68.8K | 0.00% | +451+62.9% | Added |
| Covestor Ltd | 1,230 | $72.0K | 0.06% | −584−32.2% | Reduced |
| Bangor Savings Bank | 1,243 | $73.0K | 0.01% | −1−0.1% | Reduced |
| Harbour Investments, Inc. | 1,292 | $76.1K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,414 | $82.0K | 0.00% | −134−8.7% | Reduced |
| AdvisorNet Financial, Inc | 1,428 | $84.1K | 0.01% | +28+2.0% | Added |
| CWM, LLC | 1,499 | $88.0K | 0.00% | −211−12.3% | Reduced |
| JJJ Advisors Inc. | 1,558 | $95.5K | 0.03% | −20−1.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,740 | $102.4K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,839 | $108.0K | 0.03% | +50+2.8% | Added |
| Parallel Advisors, LLC | 1,895 | $111.6K | 0.00% | +1,215+178.7% | Added |
| Ci Investments Inc. | 1,939 | $114.0K | 0.00% | −375−16.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,107 | $124.0K | 0.00% | −28,793−93.2% | Reduced |
| Ossiam | 2,202 | $129.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,338 | $137.6K | 0.00% | −11−0.5% | Reduced |
| Ellevest, Inc. | 2,643 | $155.6K | 0.01% | +689+35.3% | Added |
| Tower Research Capital LLC (TRC) | 3,040 | $179.0K | 0.01% | −2,792−47.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,171 | $186.7K | 0.00% | +1,153+57.1% | Added |
| Ballast Advisors LLC | 3,403 | $200.3K | 0.09% | +3,403 | New |
| Gamble Jones Investment Counsel | 3,500 | $206.0K | 0.02% | 00.0% | Unchanged |