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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia | 3,281 | $214.4K | 0.00% | +3,281 | New |
| Stephens Inc | 3,298 | $215.5K | 0.00% | −280−7.8% | Reduced |
| Virtu Financial LLC | 3,403 | $222.0K | 0.02% | +3,403 | New |
| Ballast Advisors LLC | 3,403 | $222.4K | 0.09% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,426 | $223.9K | 0.00% | +3,426 | New |
| Encompass Wealth Advisors, LLC | 3,500 | $228.7K | 0.08% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 3,604 | $229.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,545 | $231.6K | 0.02% | +3,545 | New |
| Toroso Investments, LLC | 3,573 | $233.0K | 0.01% | +3,573 | New |
| Quantum Private Wealth, LLC | 3,598 | $235.1K | 0.13% | 00.0% | Unchanged |
| MML Investors Services, LLC | 3,669 | $240.0K | 0.00% | +3,669 | New |
| Vestcor Inc | 3,696 | $241.0K | 0.01% | +3,696 | New |
| CWS Financial Advisors, LLC | 3,708 | $242.3K | 0.10% | +136+3.8% | Added |
| Veritable, L.P. | 3,717 | $242.9K | 0.00% | −588−13.7% | Reduced |
| Wealthspire Advisors, LLC | 3,750 | $245.0K | 0.00% | −612−14.0% | Reduced |
| Janney Montgomery Scott LLC | 3,799 | $248.0K | 0.00% | −63−1.6% | Reduced |
| Atria Wealth Solutions, Inc. | 3,806 | $248.7K | 0.00% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 3,832 | $250.4K | 0.00% | −200−5.0% | Reduced |
| Washington Trust Bank | 3,840 | $250.9K | 0.03% | −126−3.2% | Reduced |
| Valtinson Bruner Financial Planning LLC | 3,845 | $251.2K | 0.14% | −118−3.0% | Reduced |
| Accredited Investors Inc. | 3,858 | $252.1K | 0.02% | +7+0.2% | Added |
| Captrust Financial Advisors | 3,877 | $253.3K | 0.00% | +248+6.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,919 | $256.0K | 0.00% | −23−0.6% | Reduced |
| Centiva Capital, LP | 3,945 | $257.8K | 0.01% | +3,945 | New |
| Tiaa, FSB | 3,995 | $261.0K | 0.00% | −5−0.1% | Reduced |
| Baader Bank INC | 4,006 | $261.7K | 0.02% | +4,006 | New |
| M. Kraus & Co | 4,018 | $262.5K | 0.09% | −170−4.1% | Reduced |
| Ritholtz Wealth Management | 4,024 | $262.9K | 0.01% | +4,024 | New |
| Mitsubishi UFJ Trust & Banking Corp | 4,061 | $265.3K | 0.00% | −445−9.9% | Reduced |
| Cetera Advisor Networks LLC | 4,113 | $268.7K | 0.00% | −5−0.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,118 | $269.0K | 0.02% | +477+13.1% | Added |
| Cerity Partners LLC | 4,171 | $272.5K | 0.00% | +4,171 | New |
| CWM Advisors, LLC | 4,172 | $272.6K | 0.03% | +173+4.3% | Added |
| Man Group plc | – | $274.9K | 0.00% | – | New |
| Stonebridge Capital Advisors LLC | 4,245 | $277.4K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,247 | $277.5K | 0.02% | −469−9.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,261 | $278.4K | 0.00% | +1,090+34.4% | Added |
| SNS Financial Group, LLC | 4,368 | $285.4K | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,372 | $285.7K | 0.01% | +361+9.0% | Added |
| HB Wealth Management, LLC | 4,444 | $290.4K | 0.01% | +233+5.5% | Added |
| Northeast Investment Management | 4,478 | $292.6K | 0.02% | −312−6.5% | Reduced |
| Oak Family Advisors, LLC | 4,535 | $296.3K | 0.15% | −20.0% | Reduced |
| Hartline Investment Corp | 4,556 | $297.7K | 0.06% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 4,583 | $299.5K | 0.14% | +4,583 | New |
| Edgestream Partners, L.P. | 4,588 | $299.8K | 0.03% | +4,588 | New |
| Avantax Advisory Services, Inc. | 4,595 | $300.2K | 0.00% | −11−0.2% | Reduced |
| Stiles Financial Services Inc | 4,624 | $302.2K | 0.16% | −251−5.1% | Reduced |
| Caxton Associates LP | 4,701 | $307.2K | 0.05% | +4,701 | New |
| New England Research & Management, Inc. | 4,725 | $309.0K | 0.18% | −200−4.1% | Reduced |
| Isthmus Partners, LLC | 4,797 | $313.4K | 0.04% | −395−7.6% | Reduced |
| Davy Global Fund Management Ltd | 4,860 | $317.6K | 0.06% | +910+23.0% | Added |
| DFPG Investments, LLC | 4,885 | $319.2K | 0.03% | +508+11.6% | Added |
| Parsons Capital Management Inc | 4,950 | $323.4K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 4,955 | $323.8K | 0.10% | +807+19.5% | Added |
| Truist Financial Corp | 5,125 | $334.8K | 0.00% | +5,125 | New |
| Boothbay Fund Management, LLC | 5,159 | $337.1K | 0.01% | +1,258+32.2% | Added |
| Riverwater Partners LLC | 5,186 | $338.9K | 0.31% | +45+0.9% | Added |
| Teza Capital Management LLC | 5,321 | $347.7K | 0.08% | −14,912−73.7% | Reduced |
| First Eagle Investment Management, LLC | 5,353 | $349.8K | 0.00% | +5,250+5,097.1% | Added |
| Somerville Kurt F | 5,370 | $350.9K | 0.06% | −320−5.6% | Reduced |
| Great Valley Advisor Group, Inc. | 5,433 | $354.9K | 0.02% | +76+1.4% | Added |
| ISAM Funds (UK) Ltd | 5,512 | $360.2K | 0.46% | +432+8.5% | Added |
| Hemenway Trust Co LLC | 5,600 | $365.9K | 0.04% | −300−5.1% | Reduced |
| Wetherby Asset Management Inc | 5,631 | $367.9K | 0.02% | +61+1.1% | Added |
| Sabal Trust CO | 5,725 | $374.1K | 0.03% | +125+2.2% | Added |
| First National Bank of Omaha | 5,904 | $385.8K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 6,000 | $392.0K | 0.01% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 6,100 | $398.6K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 6,112 | $399.4K | 0.02% | −215−3.4% | Reduced |
| Roberts Glore & Co Inc | 6,205 | $405.4K | 0.14% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 6,338 | $414.1K | 0.00% | +784+14.1% | Added |
| Welch & Forbes LLC | 6,365 | $415.9K | 0.01% | 00.0% | Unchanged |
| TFG Advisers LLC | 6,393 | $417.7K | 0.20% | −28−0.4% | Reduced |
| Johnson Financial Group, Inc. | 6,611 | $432.0K | 0.03% | +6,611 | New |
| Wedbush Securities Inc | 6,611 | $432.0K | 0.02% | +1,229+22.8% | Added |
| Sendero Wealth Management, LLC | 6,615 | $432.2K | 0.13% | +1,125+20.5% | Added |
| Raymond James Trust N.A. | 6,625 | $433.0K | 0.01% | −23−0.3% | Reduced |
| Sherbrooke Park Advisers LLC | 6,900 | $450.8K | 0.68% | −200−2.8% | Reduced |
| Leeward Financial Partners, LLC | 6,964 | $455.0K | 0.28% | +6,964 | New |
| Summit Trail Advisors, LLC | 6,978 | $455.9K | 0.02% | +723+11.6% | Added |
| XTX Topco Ltd | 7,073 | $462.1K | 0.10% | +7,073 | New |
| North Star Asset Management Inc | 7,197 | $470.3K | 0.03% | −900−11.1% | Reduced |
| Shell Asset Management Co | 7,253 | $474.0K | 0.02% | −25−0.3% | Reduced |
| Axq Capital, LP | 7,306 | $477.4K | 0.19% | +7,306 | New |
| Bayesian Capital Management, LP | 7,470 | $488.1K | 0.06% | +7,470 | New |
| Creative Planning | 7,667 | $501.0K | 0.00% | +44+0.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,845 | $512.6K | 0.06% | +3,497+80.4% | Added |
| Colony Group LLC | 8,061 | $527.0K | 0.01% | −34−0.4% | Reduced |
| Claro Advisors LLC | 8,092 | $528.7K | 0.16% | +675+9.1% | Added |
| Savant Capital, LLC | 8,135 | $531.5K | 0.01% | +8,135 | New |
| Gallagher Fiduciary Advisors, LLC | 8,345 | $545.3K | 0.05% | +8,345 | New |
| GWM Advisors LLC | 8,602 | $562.0K | 0.01% | −197−2.2% | Reduced |
| Beacon Pointe Advisors, LLC | 9,251 | $604.5K | 0.01% | −305−3.2% | Reduced |
| Gsa Capital Partners LLP | 9,271 | $606.0K | 0.06% | +9,271 | New |
| Investment House LLC | 9,400 | $614.2K | 0.05% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 9,446 | $615.5K | 0.01% | +70+0.7% | Added |
| Pathstone Family Office, LLC | 9,434 | $616.4K | 0.01% | −934−9.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,533 | $622.9K | 0.01% | −1,560−14.1% | Reduced |
| Tower Research Capital LLC (TRC) | 9,594 | $627.0K | 0.02% | +6,554+215.6% | Added |
| Glenview Trust Co | 9,600 | $627.3K | 0.02% | 00.0% | Unchanged |