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, Q1 2023
Institutional positions in Donaldson Co Inc as of Mar 31, 2023. 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
- 456
- +43 vs. Q4 2022
- Shares held
- 98.3M
- +928.5K (+1.0%) vs. Q4 2022
- Total value
- $6.42B
- +$692.7M (+12.1%) vs. Q4 2022
- New holders
- 65
- 156 more added
- Sold out
- 22
- 157 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Donaldson Co Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 2 | $131 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $261 | 0.00% | +3+300.0% | Added |
| TCI Wealth Advisors, Inc. | 7 | $458 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9 | $588 | 0.00% | +5+125.0% | Added |
| Longfellow Investment Management Co LLC | 10 | $653 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $654 | 0.00% | +10 | New |
| Koesten, Hirschmann & Crabtree, INC. | 14 | $915 | 0.00% | +14 | New |
| Meeder Asset Management Inc | 15 | $980 | 0.00% | −261−94.6% | Reduced |
| Concord Wealth Partners | 17 | $1.11K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.24K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 21 | $1.37K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 21 | $1.37K | 0.00% | +13+162.5% | Added |
| Financial Perspectives, Inc | 22 | $1.44K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 24 | $1.57K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $2.09K | 0.00% | +3+10.3% | Added |
| M&R Capital Management Inc | 33 | $2.16K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 36 | $2.35K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 38 | $2.46K | 0.00% | +38 | New |
| Bell Investment Advisors, Inc | 39 | $2.55K | 0.00% | +8+25.8% | Added |
| Parkside Financial Bank & Trust | 41 | $2.68K | 0.00% | −12−22.6% | Reduced |
| Capital Advisors, Ltd. LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 48 | $3.14K | 0.00% | +48 | New |
| Hexagon Capital Partners LLC | 48 | $3.14K | 0.00% | +48 | New |
| Farmers & Merchants Investments Inc | 55 | $3.59K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 68 | $4.44K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 68 | $4.45K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 71 | $4.64K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 72 | $4.70K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 73 | $4.77K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 75 | $4.90K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 84 | $5.49K | 0.00% | +84 | New |
| Schubert & Co | 90 | $5.88K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 91 | $5.95K | 0.00% | +91 | New |
| JNBA Financial Advisors | 112 | $7.32K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 120 | $7.84K | 0.00% | +120 | New |
| Brown, Lisle/Cummings, Inc. | 125 | $8.17K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 136 | $8.89K | 0.00% | +136 | New |
| JFS Wealth Advisors, LLC | 172 | $11.2K | 0.00% | −1−0.6% | Reduced |
| Hoese & Co LLP | 180 | $11.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 186 | $12.2K | 0.00% | +139+295.7% | Added |
| GPS Wealth Strategies Group, LLC | 206 | $13.5K | 0.00% | +206 | New |
| Eagle Bay Advisors LLC | 244 | $15.9K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 277 | $18.1K | 0.00% | +101+57.4% | Added |
| Tradition Wealth Management, LLC | 297 | $19.0K | 0.00% | +1+0.3% | Added |
| Quadrant Capital Group LLC | 292 | $19.1K | 0.00% | +169+137.4% | Added |
| Lindbrook Capital, LLC | 299 | $19.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 319 | $20.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 322 | $21.0K | 0.01% | +184+133.3% | Added |
| Asset Dedication, LLC | 377 | $25.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 387 | $25.3K | 0.00% | −44−10.2% | Reduced |
| Pflug Koory, LLC | 435 | $28.4K | 0.02% | 00.0% | Unchanged |
| Baillie Gifford & Co | 488 | $31.9K | 0.00% | +52+11.9% | Added |
| IFP Advisors, Inc | 690 | $31.9K | 0.00% | −260−27.4% | Reduced |
| Ronald Blue Trust, Inc. | 538 | $32.0K | 0.00% | −259−32.5% | Reduced |
| Bessemer Group Inc | 497 | $32.0K | 0.00% | +417+521.3% | Added |
| Belpointe Asset Management LLC | 548 | $35.8K | 0.00% | +1+0.2% | Added |
| EverSource Wealth Advisors, LLC | 561 | $36.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 616 | $40.2K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 630 | $41.2K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 650 | $42.5K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 650 | $42.5K | 0.00% | +650 | New |
| Federation des caisses Desjardins du Quebec | 661 | $43.2K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 665 | $43.5K | 0.00% | −53−7.4% | Reduced |
| Ossiam | 689 | $45.0K | 0.00% | −1,513−68.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 750 | $48.0K | 0.00% | +750 | New |
| PrairieView Partners, LLC | 753 | $49.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 772 | $50.4K | 0.01% | +3+0.4% | Added |
| Lazard Asset Management LLC | 789 | $51.0K | 0.00% | +27+3.5% | Added |
| Geneos Wealth Management Inc. | 800 | $52.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 841 | $55.0K | 0.00% | +300+55.5% | Added |
| Fred Alger Management, LLC | 881 | $57.6K | 0.00% | −287−24.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,013 | $66.2K | 0.00% | +13+1.3% | Added |
| Adirondack Trust Co | 1,100 | $71.9K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,188 | $77.6K | 0.00% | +304+34.4% | Added |
| Fifth Third Bancorp | 1,201 | $78.5K | 0.00% | +738+159.4% | Added |
| Machina Capital S.A.S. | 1,211 | $79.1K | 0.07% | +1,211 | New |
| Bangor Savings Bank | 1,243 | $81.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,292 | $84.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,431 | $93.5K | 0.01% | +3+0.2% | Added |
| JJJ Advisors Inc. | 1,558 | $98.6K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 1,519 | $99.0K | 0.00% | +20+1.3% | Added |
| Covestor Ltd | 1,509 | $99.0K | 0.09% | +279+22.7% | Added |
| BOK Financial Private Wealth, Inc. | 1,740 | $113.7K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,830 | $120.0K | 0.03% | −9−0.5% | Reduced |
| USA Financial Portformulas Corp | 1,898 | $124.0K | 0.20% | +1,898 | New |
| Ci Investments Inc. | 1,971 | $129.0K | 0.00% | +32+1.7% | Added |
| Whittier Trust Co | 2,338 | $152.8K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,711 | $177.1K | 0.00% | +2,617+2,784.0% | Added |
| Pacer Advisors, Inc. | 2,759 | $180.3K | 0.00% | −24,477−89.9% | Reduced |
| Milestone Investment Advisors LLC | 2,910 | $190.1K | 0.06% | +2,910 | New |
| Wesbanco Bank Inc | 3,065 | $200.0K | 0.01% | −823−21.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,077 | $201.0K | 0.01% | −1,631−34.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,100 | $202.6K | 0.01% | +3,100 | New |
| Cresset Asset Management, LLC | 3,106 | $202.9K | 0.00% | +3,106 | New |
| Ellevest, Inc. | 3,200 | $209.1K | 0.02% | +557+21.1% | Added |
| Penobscot Investment Management Company, Inc. | 3,200 | $209.1K | 0.04% | +3,200 | New |
| Avidian Wealth Solutions, LLC | 3,200 | $209.1K | 0.01% | +3,200 | New |
| Sciencast Management LP | 3,400 | $214.2K | 0.28% | +3,400 | New |