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, Q2 2023
Institutional positions in Donaldson Co Inc as of Jun 30, 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
- 457
- +1 vs. Q1 2023
- Shares held
- 98.5M
- +140.1K (+0.1%) vs. Q1 2023
- Total value
- $6.15B
- −$270.1M (−4.2%) vs. Q1 2023
- New holders
- 43
- 140 more added
- Sold out
- 42
- 180 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Donaldson Co Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Leeward Financial Partners, LLC | 3,482 | $217.7K | 0.13% | −3,482−50.0% | Reduced |
| Winton Group Ltd | 3,497 | $218.6K | 0.02% | −10,039−74.2% | Reduced |
| Encompass Wealth Advisors, LLC | 3,500 | $218.8K | 0.07% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 3,598 | $224.9K | 0.10% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 3,604 | $225.0K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,641 | $227.6K | 0.00% | −109−2.9% | Reduced |
| King Luther Capital Management Corp | 3,682 | $230.2K | 0.00% | −150−3.9% | Reduced |
| Vestcor Inc | 3,696 | $231.0K | 0.01% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 3,708 | $231.8K | 0.09% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 3,716 | $232.3K | 0.12% | −908−19.6% | Reduced |
| Veritable, L.P. | 3,717 | $232.3K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,749 | $234.3K | 0.01% | −498−11.7% | Reduced |
| Valtinson Bruner Financial Planning LLC | 3,765 | $235.3K | 0.13% | −80−2.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,787 | $237.0K | 0.00% | −132−3.4% | Reduced |
| CWM, LLC | 3,813 | $238.0K | 0.00% | +2,294+151.0% | Added |
| Washington Trust Bank | 3,840 | $240.0K | 0.02% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,866 | $241.6K | 0.02% | +8+0.2% | Added |
| Tiaa, FSB | 3,918 | $244.9K | 0.00% | −77−1.9% | Reduced |
| M. Kraus & Co | 4,018 | $251.2K | 0.08% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 4,123 | $257.7K | 0.05% | +4,123 | New |
| Mitsubishi UFJ Trust & Banking Corp | 4,137 | $258.6K | 0.00% | +76+1.9% | Added |
| Pearl River Capital, LLC | 4,148 | $259.3K | 0.04% | +4,148 | New |
| Cerity Partners LLC | 4,191 | $262.0K | 0.00% | +20+0.5% | Added |
| Boothbay Fund Management, LLC | 4,241 | $265.1K | 0.01% | −918−17.8% | Reduced |
| Stonebridge Capital Advisors LLC | 4,245 | $265.4K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,324 | $270.3K | 0.00% | +63+1.5% | Added |
| SNS Financial Group, LLC | 4,368 | $273.0K | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,447 | $278.0K | 0.01% | +75+1.7% | Added |
| Lido Advisors, LLC | 4,463 | $279.0K | 0.00% | −35,898−88.9% | Reduced |
| Northeast Investment Management | 4,475 | $279.7K | 0.02% | −3−0.1% | Reduced |
| Oak Family Advisors, LLC | 4,535 | $283.5K | 0.13% | 00.0% | Unchanged |
| Riverwater Partners LLC | 4,543 | $284.0K | 0.25% | −643−12.4% | Reduced |
| Hartline Investment Corp | 4,556 | $284.8K | 0.05% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 4,583 | $286.5K | 0.12% | 00.0% | Unchanged |
| Caxton Associates LP | 4,701 | $293.9K | 0.04% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 4,727 | $295.5K | 0.00% | +132+2.9% | Added |
| HB Wealth Management, LLC | 4,754 | $297.2K | 0.00% | +310+7.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,790 | $299.0K | 0.02% | +672+16.3% | Added |
| Isthmus Partners, LLC | 4,797 | $299.9K | 0.04% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,821 | $301.0K | 0.01% | +1,248+34.9% | Added |
| Truist Financial Corp | 4,866 | $304.2K | 0.00% | −259−5.1% | Reduced |
| MQS Management LLC | 4,910 | $306.9K | 0.21% | +4,910 | New |
| Parsons Capital Management Inc | 4,950 | $309.4K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 5,026 | $314.2K | 0.04% | +854+20.5% | Added |
| Somerville Kurt F | 5,245 | $327.9K | 0.06% | −125−2.3% | Reduced |
| Edgestream Partners, L.P. | 5,257 | $328.6K | 0.03% | +669+14.6% | Added |
| Occudo Quantitative Strategies LP | 5,283 | $330.2K | 0.03% | +5,283 | New |
| Hemenway Trust Co LLC | 5,300 | $331.3K | 0.03% | −300−5.4% | Reduced |
| Great Valley Advisor Group, Inc. | 5,433 | $339.2K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 5,515 | $344.7K | 0.04% | −2,330−29.7% | Reduced |
| PrairieView Partners, LLC | 5,553 | $347.0K | 0.05% | +4,800+637.5% | Added |
| DFPG Investments, LLC | 5,579 | $349.0K | 0.03% | +694+14.2% | Added |
| Wetherby Asset Management Inc | 5,595 | $349.7K | 0.02% | −36−0.6% | Reduced |
| State of Wyoming | 5,651 | $353.2K | 0.10% | +696+14.0% | Added |
| Cetera Advisor Networks LLC | 5,669 | $354.4K | 0.00% | +1,556+37.8% | Added |
| Sabal Trust CO | 5,725 | $357.9K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 5,737 | $358.6K | 0.03% | +2,537+79.3% | Added |
| Raymond James Trust N.A. | 5,832 | $364.0K | 0.01% | −793−12.0% | Reduced |
| Teza Capital Management LLC | 5,864 | $366.6K | 0.06% | +543+10.2% | Added |
| First National Bank of Omaha | 5,904 | $369.1K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 5,980 | $373.8K | 0.01% | −132−2.2% | Reduced |
| Aristotle Capital Management, LLC | 6,000 | $375.1K | 0.00% | −4,000−40.0% | Reduced |
| Umb Bank N A | 6,000 | $375.1K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 6,084 | $380.3K | 0.00% | +6,084 | New |
| Azimuth Capital Investment Management LLC | 6,100 | $381.3K | 0.02% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 6,205 | $387.9K | 0.12% | 00.0% | Unchanged |
| Welch & Forbes LLC | 6,365 | $397.9K | 0.01% | 00.0% | Unchanged |
| TFG Advisers LLC | 6,408 | $400.6K | 0.18% | +15+0.2% | Added |
| Keebeck Alpha, LP | 6,592 | $412.1K | 0.41% | +6,592 | New |
| Summit Trail Advisors, LLC | 6,619 | $413.8K | 0.02% | −359−5.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,640 | $415.0K | 0.05% | −39,850−85.7% | Reduced |
| Diversified Trust Co | 6,747 | $421.8K | 0.02% | +6,747 | New |
| Sendero Wealth Management, LLC | 6,916 | $432.3K | 0.09% | +301+4.6% | Added |
| North Star Asset Management Inc | 7,197 | $449.9K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 7,204 | $450.0K | 0.02% | +593+9.0% | Added |
| Shell Asset Management Co | 7,212 | $451.0K | 0.02% | −41−0.6% | Reduced |
| Mackenzie Financial Corp | 7,270 | $453.4K | 0.00% | +932+14.7% | Added |
| Prelude Capital Management, LLC | 7,332 | $458.3K | 0.04% | +7,332 | New |
| Versor Investments LP | 7,343 | $459.0K | 0.08% | −2,323−24.0% | Reduced |
| First Eagle Investment Management, LLC | 7,837 | $489.9K | 0.00% | +2,484+46.4% | Added |
| Colony Group LLC | 7,951 | $497.0K | 0.01% | −110−1.4% | Reduced |
| Glenview Trust Co | 8,000 | $500.1K | 0.01% | −1,600−16.7% | Reduced |
| Los Angeles Capital Management LLC | 8,006 | $500.5K | 0.00% | −106,542−93.0% | Reduced |
| Savant Capital, LLC | 8,174 | $511.0K | 0.01% | +39+0.5% | Added |
| Gallagher Fiduciary Advisors, LLC | 8,345 | $521.6K | 0.04% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 8,433 | $527.1K | 0.09% | −4,312−33.8% | Reduced |
| Aquatic Capital Management LLC | 8,500 | $531.0K | 0.03% | −4,500−34.6% | Reduced |
| Lazard Asset Management LLC | 8,533 | $532.0K | 0.00% | +7,744+981.5% | Added |
| GWM Advisors LLC | 8,809 | $550.7K | 0.01% | +207+2.4% | Added |
| SG Americas Securities, LLC | 8,948 | $559.0K | 0.00% | −23,856−72.7% | Reduced |
| Prudential PLC | 8,966 | $560.5K | 0.01% | +8,966 | New |
| Blair William & Co | 8,996 | $562.3K | 0.00% | −951−9.6% | Reduced |
| Beacon Pointe Advisors, LLC | 9,229 | $576.9K | 0.01% | −22−0.2% | Reduced |
| Maryland State Retirement & Pension System | 9,240 | $577.6K | 0.01% | −510−5.2% | Reduced |
| Cresset Asset Management, LLC | 9,313 | $582.1K | 0.00% | +6,207+199.8% | Added |
| Pathstone Family Office, LLC | 9,362 | $585.2K | 0.01% | −72−0.8% | Reduced |
| Investment House LLC | 9,400 | $587.6K | 0.04% | 00.0% | Unchanged |
| Renaissance Group LLC | 9,473 | $592.2K | 0.03% | −1,084−10.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,533 | $595.9K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 9,558 | $598.9K | 0.01% | +5,752+151.1% | Added |