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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 5,737 | $358.6K | 0.03% | +2,537+79.3% | Added |
| Sabal Trust CO | 5,725 | $357.9K | 0.02% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 5,669 | $354.4K | 0.00% | +1,556+37.8% | Added |
| State of Wyoming | 5,651 | $353.2K | 0.10% | +696+14.0% | Added |
| Wetherby Asset Management Inc | 5,595 | $349.7K | 0.02% | −36−0.6% | Reduced |
| DFPG Investments, LLC | 5,579 | $349.0K | 0.03% | +694+14.2% | Added |
| PrairieView Partners, LLC | 5,553 | $347.0K | 0.05% | +4,800+637.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,515 | $344.7K | 0.04% | −2,330−29.7% | Reduced |
| Great Valley Advisor Group, Inc. | 5,433 | $339.2K | 0.01% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 5,300 | $331.3K | 0.03% | −300−5.4% | Reduced |
| Occudo Quantitative Strategies LP | 5,283 | $330.2K | 0.03% | +5,283 | New |
| Edgestream Partners, L.P. | 5,257 | $328.6K | 0.03% | +669+14.6% | Added |
| Somerville Kurt F | 5,245 | $327.9K | 0.06% | −125−2.3% | Reduced |
| CWM Advisors, LLC | 5,026 | $314.2K | 0.04% | +854+20.5% | Added |
| Parsons Capital Management Inc | 4,950 | $309.4K | 0.02% | 00.0% | Unchanged |
| MQS Management LLC | 4,910 | $306.9K | 0.21% | +4,910 | New |
| Truist Financial Corp | 4,866 | $304.2K | 0.00% | −259−5.1% | Reduced |
| Toroso Investments, LLC | 4,821 | $301.0K | 0.01% | +1,248+34.9% | Added |
| Isthmus Partners, LLC | 4,797 | $299.9K | 0.04% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 4,790 | $299.0K | 0.02% | +672+16.3% | Added |
| HB Wealth Management, LLC | 4,754 | $297.2K | 0.00% | +310+7.0% | Added |
| Avantax Advisory Services, Inc. | 4,727 | $295.5K | 0.00% | +132+2.9% | Added |
| Caxton Associates LP | 4,701 | $293.9K | 0.04% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 4,583 | $286.5K | 0.12% | 00.0% | Unchanged |
| Hartline Investment Corp | 4,556 | $284.8K | 0.05% | 00.0% | Unchanged |
| Riverwater Partners LLC | 4,543 | $284.0K | 0.25% | −643−12.4% | Reduced |
| Oak Family Advisors, LLC | 4,535 | $283.5K | 0.13% | 00.0% | Unchanged |
| Northeast Investment Management | 4,475 | $279.7K | 0.02% | −3−0.1% | Reduced |
| Lido Advisors, LLC | 4,463 | $279.0K | 0.00% | −35,898−88.9% | Reduced |
| Ballentine Partners, LLC | 4,447 | $278.0K | 0.01% | +75+1.7% | Added |
| SNS Financial Group, LLC | 4,368 | $273.0K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,324 | $270.3K | 0.00% | +63+1.5% | Added |
| Stonebridge Capital Advisors LLC | 4,245 | $265.4K | 0.03% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,241 | $265.1K | 0.01% | −918−17.8% | Reduced |
| Cerity Partners LLC | 4,191 | $262.0K | 0.00% | +20+0.5% | Added |
| Pearl River Capital, LLC | 4,148 | $259.3K | 0.04% | +4,148 | New |
| Mitsubishi UFJ Trust & Banking Corp | 4,137 | $258.6K | 0.00% | +76+1.9% | Added |
| Kapitalo Investimentos Ltda | 4,123 | $257.7K | 0.05% | +4,123 | New |
| M. Kraus & Co | 4,018 | $251.2K | 0.08% | 00.0% | Unchanged |
| Tiaa, FSB | 3,918 | $244.9K | 0.00% | −77−1.9% | Reduced |
| Accredited Investors Inc. | 3,866 | $241.6K | 0.02% | +8+0.2% | Added |
| Washington Trust Bank | 3,840 | $240.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 3,813 | $238.0K | 0.00% | +2,294+151.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,787 | $237.0K | 0.00% | −132−3.4% | Reduced |
| Valtinson Bruner Financial Planning LLC | 3,765 | $235.3K | 0.13% | −80−2.1% | Reduced |
| Profund Advisors LLC | 3,749 | $234.3K | 0.01% | −498−11.7% | Reduced |
| Veritable, L.P. | 3,717 | $232.3K | 0.00% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 3,716 | $232.3K | 0.12% | −908−19.6% | Reduced |
| CWS Financial Advisors, LLC | 3,708 | $231.8K | 0.09% | 00.0% | Unchanged |
| Vestcor Inc | 3,696 | $231.0K | 0.01% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 3,682 | $230.2K | 0.00% | −150−3.9% | Reduced |
| Wealthspire Advisors, LLC | 3,641 | $227.6K | 0.00% | −109−2.9% | Reduced |
| Trillium Asset Management, LLC | 3,604 | $225.0K | 0.01% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 3,598 | $224.9K | 0.10% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 3,500 | $218.8K | 0.07% | 00.0% | Unchanged |
| Winton Group Ltd | 3,497 | $218.6K | 0.02% | −10,039−74.2% | Reduced |
| Leeward Financial Partners, LLC | 3,482 | $217.7K | 0.13% | −3,482−50.0% | Reduced |
| Captrust Financial Advisors | 3,469 | $216.8K | 0.00% | −408−10.5% | Reduced |
| CIBC Asset Management Inc | 3,426 | $214.2K | 0.00% | 00.0% | Unchanged |
| Ballast Advisors LLC | 3,403 | $212.7K | 0.08% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,303 | $206.0K | 0.00% | −496−13.1% | Reduced |
| Stephens Inc | 3,227 | $201.7K | 0.00% | −71−2.2% | Reduced |
| Bank of Nova Scotia | 3,212 | $200.8K | 0.00% | −69−2.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,200 | $200.0K | 0.03% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 3,200 | $200.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,077 | $192.3K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 2,312 | $144.5K | 0.00% | −26−1.1% | Reduced |
| Northwest Capital Management Inc | 2,298 | $143.6K | 0.06% | +2,298 | New |
| Ci Investments Inc. | 2,110 | $132.0K | 0.00% | +139+7.1% | Added |
| Johnson Financial Group, Inc. | 1,921 | $120.1K | 0.01% | −4,690−70.9% | Reduced |
| AdvisorNet Financial, Inc | 1,754 | $109.6K | 0.01% | +323+22.6% | Added |
| Bangor Savings Bank | 1,654 | $103.4K | 0.01% | +411+33.1% | Added |
| JJJ Advisors Inc. | 1,558 | $97.4K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,510 | $94.0K | 0.02% | −320−17.5% | Reduced |
| Pinebridge Investments, L.P. | 1,391 | $87.0K | 0.00% | +1,391 | New |
| Harbour Investments, Inc. | 1,292 | $80.8K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,237 | $77.3K | 0.12% | −661−34.8% | Reduced |
| Adirondack Trust Co | 1,100 | $69.1K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,054 | $65.9K | 0.01% | +983+1,384.5% | Added |
| Covestor Ltd | 1,024 | $64.0K | 0.05% | −485−32.1% | Reduced |
| National Bank of Canada | 1,000 | $62.5K | 0.00% | −29,800−96.8% | Reduced |
| Bessemer Group Inc | 950 | $59.0K | 0.00% | +453+91.1% | Added |
| Geneos Wealth Management Inc. | 800 | $50.0K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 775 | $48.4K | 0.01% | +3+0.4% | Added |
| Exchange Traded Concepts, LLC | 745 | $46.6K | 0.00% | −1,966−72.5% | Reduced |
| TD Private Client Wealth LLC | 733 | $45.8K | 0.00% | +346+89.4% | Added |
| Sittner & Nelson, LLC | 676 | $42.3K | 0.02% | +676 | New |
| Central Trust Co | 665 | $41.6K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 650 | $40.6K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 650 | $40.6K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 631 | $39.4K | 0.00% | +631 | New |
| Riverview Trust Co | 616 | $38.5K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 611 | $38.2K | 0.00% | −230−27.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 595 | $37.2K | 0.00% | −66−10.0% | Reduced |
| Fifth Third Bancorp | 586 | $36.6K | 0.00% | −615−51.2% | Reduced |
| EverSource Wealth Advisors, LLC | 573 | $35.8K | 0.00% | +12+2.1% | Added |
| Point72 Asset Management, L.P. | 520 | $32.5K | 0.00% | −19,121−97.4% | Reduced |
| IFP Advisors, Inc | 690 | $31.9K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 435 | $27.2K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 427 | $26.7K | 0.00% | −454−51.5% | Reduced |