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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 5,159 | $337.1K | 0.01% | +1,258+32.2% | Added |
| Truist Financial Corp | 5,125 | $334.8K | 0.00% | +5,125 | New |
| State of Wyoming | 4,955 | $323.8K | 0.10% | +807+19.5% | Added |
| Parsons Capital Management Inc | 4,950 | $323.4K | 0.03% | 00.0% | Unchanged |
| DFPG Investments, LLC | 4,885 | $319.2K | 0.03% | +508+11.6% | Added |
| Davy Global Fund Management Ltd | 4,860 | $317.6K | 0.06% | +910+23.0% | Added |
| Isthmus Partners, LLC | 4,797 | $313.4K | 0.04% | −395−7.6% | Reduced |
| New England Research & Management, Inc. | 4,725 | $309.0K | 0.18% | −200−4.1% | Reduced |
| Caxton Associates LP | 4,701 | $307.2K | 0.05% | +4,701 | New |
| Stiles Financial Services Inc | 4,624 | $302.2K | 0.16% | −251−5.1% | Reduced |
| Avantax Advisory Services, Inc. | 4,595 | $300.2K | 0.00% | −11−0.2% | Reduced |
| Edgestream Partners, L.P. | 4,588 | $299.8K | 0.03% | +4,588 | New |
| Anfield Capital Management, LLC | 4,583 | $299.5K | 0.14% | +4,583 | New |
| Hartline Investment Corp | 4,556 | $297.7K | 0.06% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 4,535 | $296.3K | 0.15% | −20.0% | Reduced |
| Northeast Investment Management | 4,478 | $292.6K | 0.02% | −312−6.5% | Reduced |
| HB Wealth Management, LLC | 4,444 | $290.4K | 0.01% | +233+5.5% | Added |
| Ballentine Partners, LLC | 4,372 | $285.7K | 0.01% | +361+9.0% | Added |
| SNS Financial Group, LLC | 4,368 | $285.4K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,261 | $278.4K | 0.00% | +1,090+34.4% | Added |
| Profund Advisors LLC | 4,247 | $277.5K | 0.02% | −469−9.9% | Reduced |
| Stonebridge Capital Advisors LLC | 4,245 | $277.4K | 0.03% | 00.0% | Unchanged |
| Man Group plc | – | $274.9K | 0.00% | – | New |
| CWM Advisors, LLC | 4,172 | $272.6K | 0.03% | +173+4.3% | Added |
| Cerity Partners LLC | 4,171 | $272.5K | 0.00% | +4,171 | New |
| Hennion & Walsh Asset Management, Inc. | 4,118 | $269.0K | 0.02% | +477+13.1% | Added |
| Cetera Advisor Networks LLC | 4,113 | $268.7K | 0.00% | −5−0.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,061 | $265.3K | 0.00% | −445−9.9% | Reduced |
| Ritholtz Wealth Management | 4,024 | $262.9K | 0.01% | +4,024 | New |
| M. Kraus & Co | 4,018 | $262.5K | 0.09% | −170−4.1% | Reduced |
| Baader Bank INC | 4,006 | $261.7K | 0.02% | +4,006 | New |
| Tiaa, FSB | 3,995 | $261.0K | 0.00% | −5−0.1% | Reduced |
| Centiva Capital, LP | 3,945 | $257.8K | 0.01% | +3,945 | New |
| Cambridge Investment Research Advisors, Inc. | 3,919 | $256.0K | 0.00% | −23−0.6% | Reduced |
| Captrust Financial Advisors | 3,877 | $253.3K | 0.00% | +248+6.8% | Added |
| Accredited Investors Inc. | 3,858 | $252.1K | 0.02% | +7+0.2% | Added |
| Valtinson Bruner Financial Planning LLC | 3,845 | $251.2K | 0.14% | −118−3.0% | Reduced |
| Washington Trust Bank | 3,840 | $250.9K | 0.03% | −126−3.2% | Reduced |
| King Luther Capital Management Corp | 3,832 | $250.4K | 0.00% | −200−5.0% | Reduced |
| Atria Wealth Solutions, Inc. | 3,806 | $248.7K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,799 | $248.0K | 0.00% | −63−1.6% | Reduced |
| Wealthspire Advisors, LLC | 3,750 | $245.0K | 0.00% | −612−14.0% | Reduced |
| Veritable, L.P. | 3,717 | $242.9K | 0.00% | −588−13.7% | Reduced |
| CWS Financial Advisors, LLC | 3,708 | $242.3K | 0.10% | +136+3.8% | Added |
| Vestcor Inc | 3,696 | $241.0K | 0.01% | +3,696 | New |
| MML Investors Services, LLC | 3,669 | $240.0K | 0.00% | +3,669 | New |
| Quantum Private Wealth, LLC | 3,598 | $235.1K | 0.13% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,573 | $233.0K | 0.01% | +3,573 | New |
| Two Sigma Securities, LLC | 3,545 | $231.6K | 0.02% | +3,545 | New |
| Trillium Asset Management, LLC | 3,604 | $229.0K | 0.01% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 3,500 | $228.7K | 0.08% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,426 | $223.9K | 0.00% | +3,426 | New |
| Ballast Advisors LLC | 3,403 | $222.4K | 0.09% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,403 | $222.0K | 0.02% | +3,403 | New |
| Stephens Inc | 3,298 | $215.5K | 0.00% | −280−7.8% | Reduced |
| Bank of Nova Scotia | 3,281 | $214.4K | 0.00% | +3,281 | New |
| Sciencast Management LP | 3,400 | $214.2K | 0.28% | +3,400 | 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 |
| Cresset Asset Management, LLC | 3,106 | $202.9K | 0.00% | +3,106 | New |
| Carnegie Capital Asset Management, LLC | 3,100 | $202.6K | 0.01% | +3,100 | New |
| Whittier Trust Co of Nevada Inc | 3,077 | $201.0K | 0.01% | −1,631−34.6% | Reduced |
| Wesbanco Bank Inc | 3,065 | $200.0K | 0.01% | −823−21.2% | Reduced |
| Milestone Investment Advisors LLC | 2,910 | $190.1K | 0.06% | +2,910 | New |
| Pacer Advisors, Inc. | 2,759 | $180.3K | 0.00% | −24,477−89.9% | Reduced |
| Exchange Traded Concepts, LLC | 2,711 | $177.1K | 0.00% | +2,617+2,784.0% | Added |
| Whittier Trust Co | 2,338 | $152.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,971 | $129.0K | 0.00% | +32+1.7% | Added |
| USA Financial Portformulas Corp | 1,898 | $124.0K | 0.20% | +1,898 | New |
| Benjamin Edwards Inc | 1,830 | $120.0K | 0.03% | −9−0.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,740 | $113.7K | 0.01% | 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 |
| JJJ Advisors Inc. | 1,558 | $98.6K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,431 | $93.5K | 0.01% | +3+0.2% | Added |
| Harbour Investments, Inc. | 1,292 | $84.4K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,243 | $81.2K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,211 | $79.1K | 0.07% | +1,211 | New |
| Fifth Third Bancorp | 1,201 | $78.5K | 0.00% | +738+159.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,188 | $77.6K | 0.00% | +304+34.4% | Added |
| Adirondack Trust Co | 1,100 | $71.9K | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,013 | $66.2K | 0.00% | +13+1.3% | Added |
| Fred Alger Management, LLC | 881 | $57.6K | 0.00% | −287−24.6% | Reduced |
| Signaturefd, LLC | 841 | $55.0K | 0.00% | +300+55.5% | Added |
| Geneos Wealth Management Inc. | 800 | $52.3K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 789 | $51.0K | 0.00% | +27+3.5% | Added |
| Gleason Group, Inc. | 772 | $50.4K | 0.01% | +3+0.4% | Added |
| PrairieView Partners, LLC | 753 | $49.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 750 | $48.0K | 0.00% | +750 | New |
| Ossiam | 689 | $45.0K | 0.00% | −1,513−68.7% | Reduced |
| Central Trust Co | 665 | $43.5K | 0.00% | −53−7.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 661 | $43.2K | 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 |
| HM Payson & Co | 630 | $41.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 616 | $40.2K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 561 | $36.7K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 548 | $35.8K | 0.00% | +1+0.2% | Added |
| Ronald Blue Trust, Inc. | 538 | $32.0K | 0.00% | −259−32.5% | Reduced |