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 |
|---|---|---|---|---|---|
| Encompass Wealth Advisors, LLC | 3,500 | $206.0K | 0.08% | +3,500 | New |
| CWS Financial Advisors, LLC | 3,572 | $208.0K | 0.09% | +3,572 | New |
| Stephens Inc | 3,578 | $210.6K | 0.00% | +3,578 | New |
| Quantum Private Wealth, LLC | 3,598 | $211.8K | 0.13% | +3,598 | New |
| Trillium Asset Management, LLC | 3,604 | $212.0K | 0.01% | +3,604 | New |
| Aigen Investment Management, LP | 3,615 | $212.8K | 0.03% | +3,615 | New |
| Captrust Financial Advisors | 3,629 | $213.6K | 0.00% | +3,629 | New |
| Hennion & Walsh Asset Management, Inc. | 3,641 | $214.0K | 0.01% | +3,641 | New |
| Atria Wealth Solutions, Inc. | 3,806 | $224.1K | 0.00% | +3,806 | New |
| Accredited Investors Inc. | 3,851 | $226.7K | 0.02% | +3,851 | New |
| Janney Montgomery Scott LLC | 3,862 | $227.0K | 0.00% | +3,862 | New |
| Wesbanco Bank Inc | 3,888 | $229.0K | 0.01% | +3,888 | New |
| Boothbay Fund Management, LLC | 3,901 | $229.7K | 0.01% | −1,531−28.2% | Reduced |
| Oak Thistle LLC | 3,935 | $231.7K | 0.50% | −156−3.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,942 | $232.0K | 0.00% | +3,942 | New |
| Davy Global Fund Management Ltd | 3,950 | $232.5K | 0.05% | +3,950 | New |
| Washington Trust Bank | 3,966 | $233.0K | 0.03% | +3,966 | New |
| Fox Run Management, L.L.C. | 3,994 | $235.1K | 0.09% | +3,994 | New |
| CWM Advisors, LLC | 3,999 | $235.4K | 0.03% | −204−4.9% | Reduced |
| Tiaa, FSB | 4,000 | $235.5K | 0.00% | +4,000 | New |
| Ballentine Partners, LLC | 4,011 | $236.2K | 0.01% | −150−3.6% | Reduced |
| King Luther Capital Management Corp | 4,032 | $237.4K | 0.00% | +4,032 | New |
| Valtinson Bruner Financial Planning LLC | 3,963 | $239.8K | 0.14% | −135−3.3% | Reduced |
| Cetera Advisor Networks LLC | 4,118 | $242.4K | 0.00% | −147−3.4% | Reduced |
| State of Wyoming | 4,148 | $244.2K | 0.08% | −244−5.6% | Reduced |
| M. Kraus & Co | 4,188 | $246.5K | 0.09% | −130−3.0% | Reduced |
| HB Wealth Management, LLC | 4,211 | $247.9K | 0.00% | +40+1.0% | Added |
| Stonebridge Capital Advisors LLC | 4,245 | $249.9K | 0.03% | +200+4.9% | Added |
| Veritable, L.P. | 4,305 | $253.4K | 0.00% | +4,305 | New |
| Y-Intercept (Hong Kong) Ltd | 4,348 | $256.0K | 0.04% | −6,671−60.5% | Reduced |
| Wealthspire Advisors, LLC | 4,362 | $256.8K | 0.00% | +4,362 | New |
| SNS Financial Group, LLC | 4,368 | $257.1K | 0.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 4,506 | $265.3K | 0.00% | −650−12.6% | Reduced |
| Oak Family Advisors, LLC | 4,537 | $267.1K | 0.14% | +19+0.4% | Added |
| DFPG Investments, LLC | 4,377 | $267.4K | 0.04% | +4,377 | New |
| Hartline Investment Corp | 4,556 | $268.2K | 0.06% | +4,556 | New |
| Avantax Advisory Services, Inc. | 4,606 | $271.2K | 0.00% | +20.0% | Added |
| Whittier Trust Co of Nevada Inc | 4,708 | $277.1K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,716 | $277.6K | 0.02% | +40+0.9% | Added |
| Northeast Investment Management | 4,790 | $282.0K | 0.02% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 4,875 | $287.0K | 0.16% | +15+0.3% | Added |
| New England Research & Management, Inc. | 4,925 | $290.0K | 0.17% | −400−7.5% | Reduced |
| Parsons Capital Management Inc | 4,950 | $291.4K | 0.02% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 5,080 | $299.1K | 0.90% | +5,080 | New |
| Riverwater Partners LLC | 5,141 | $302.7K | 0.26% | +666+14.9% | Added |
| Verition Fund Management LLC | 5,154 | $303.4K | 0.01% | +5,154 | New |
| Isthmus Partners, LLC | 5,192 | $305.7K | 0.05% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 5,200 | $306.0K | 0.00% | −50,500−90.7% | Reduced |
| Great Valley Advisor Group, Inc. | 5,357 | $315.5K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 5,382 | $317.0K | 0.02% | −69−1.3% | Reduced |
| Sendero Wealth Management, LLC | 5,490 | $323.2K | 0.11% | +5,490 | New |
| Mackenzie Financial Corp | 5,554 | $327.0K | 0.00% | +5,554 | New |
| Wetherby Asset Management Inc | 5,570 | $327.9K | 0.02% | +102+1.9% | Added |
| Sabal Trust CO | 5,600 | $329.7K | 0.02% | −36−0.6% | Reduced |
| Somerville Kurt F | 5,690 | $335.0K | 0.07% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 5,700 | $335.6K | 0.00% | −7,200−55.8% | Reduced |
| Hemenway Trust Co LLC | 5,900 | $347.3K | 0.04% | 00.0% | Unchanged |
| First National Bank of Omaha | 5,904 | $348.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 6,000 | $353.0K | 0.01% | −16−0.3% | Reduced |
| Azimuth Capital Investment Management LLC | 6,100 | $359.1K | 0.02% | +1,800+41.9% | Added |
| Roberts Glore & Co Inc | 6,205 | $365.3K | 0.13% | −350−5.3% | Reduced |
| Summit Trail Advisors, LLC | 6,255 | $368.2K | 0.02% | +867+16.1% | Added |
| Shelton Capital Management | 6,327 | $372.5K | 0.04% | −329−4.9% | Reduced |
| Welch & Forbes LLC | 6,365 | $374.7K | 0.01% | 00.0% | Unchanged |
| TFG Advisers LLC | 6,421 | $378.0K | 0.19% | −59−0.9% | Reduced |
| Argonautica Private Wealth Management, Inc | 6,490 | $382.1K | 0.20% | +6,490 | New |
| Raymond James Trust N.A. | 6,648 | $391.0K | 0.01% | +15+0.2% | Added |
| Engineers Gate Manager LP | 6,775 | $398.8K | 0.02% | +6,775 | New |
| TownSquare Capital, LLC | 7,090 | $417.4K | 0.01% | +7,090 | New |
| Sherbrooke Park Advisers LLC | 7,100 | $418.0K | 0.31% | +7,100 | New |
| Shell Asset Management Co | 7,278 | $428.0K | 0.02% | −1,532−17.4% | Reduced |
| Claro Advisors LLC | 7,417 | $436.6K | 0.14% | +1,613+27.8% | Added |
| Creative Planning | 7,623 | $448.8K | 0.00% | −138−1.8% | Reduced |
| North Star Asset Management Inc | 8,097 | $476.7K | 0.03% | −100−1.2% | Reduced |
| Colony Group LLC | 8,095 | $477.0K | 0.01% | 00.0% | Unchanged |
| F3Logic, LLC | 8,345 | $491.3K | 0.10% | 00.0% | Unchanged |
| Gallagher Benefit Services, Inc. | 8,345 | $491.3K | 0.10% | +8,345 | New |
| Pathstone Family Office, LLC | 10,368 | $551.4K | 0.01% | +987+10.5% | Added |
| Investment House LLC | 9,400 | $553.4K | 0.05% | −500−5.1% | Reduced |
| D.A. Davidson & Co. | 9,376 | $553.4K | 0.01% | −87−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 9,556 | $562.6K | 0.01% | +9,556 | New |
| DuPont Capital Management Corp | 9,600 | $565.2K | 0.03% | −6,951−42.0% | Reduced |
| Glenview Trust Co | 9,600 | $565.2K | 0.02% | 00.0% | Unchanged |
| Point72 Middle East FZE | 9,649 | $568.0K | 0.04% | +9,649 | New |
| Maryland State Retirement & Pension System | 9,750 | $574.0K | 0.02% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 9,884 | $582.0K | 0.61% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 9,956 | $586.1K | 0.01% | +1,508+17.9% | Added |
| Aristotle Capital Management, LLC | 10,000 | $588.7K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 10,754 | $633.0K | 0.00% | +10,754 | New |
| Versor Investments LP | 10,866 | $639.7K | 0.05% | +10,866 | New |
| Eads & Heald Wealth Management | 11,035 | $650.0K | 0.33% | +240+2.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,093 | $653.0K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 11,264 | $663.1K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 11,333 | $667.2K | 0.02% | −6,512−36.5% | Reduced |
| Amundi | 10,935 | $668.1K | 0.00% | −635−5.5% | Reduced |
| Aviva PLC | 11,396 | $670.9K | 0.00% | +11,396 | New |
| Blair William & Co | 11,647 | $685.7K | 0.00% | −17−0.1% | Reduced |
| Burney Co | 11,720 | $690.0K | 0.03% | −350−2.9% | Reduced |
| Graham Capital Management, L.P. | 11,875 | $699.1K | 0.03% | +11,875 | New |
| Tudor Investment Corp Et Al | 12,507 | $736.0K | 0.02% | +12,507 | New |