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, Q3 2023
Institutional positions in Donaldson Co Inc as of Sep 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
- 453
- +1 vs. Q2 2023
- Shares held
- 102.3M
- +3.86M (+3.9%) vs. Q2 2023
- Total value
- $6.11B
- −$45.0M (−0.7%) vs. Q2 2023
- New holders
- 50
- 143 more added
- Sold out
- 49
- 165 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Donaldson Co Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 8 | $0 | 0.00% | −8−50.0% | Reduced |
| Tobam | 7 | $0 | 0.00% | +7 | New |
| Fred Alger Management, LLC | 1 | $60 | 0.00% | −426−99.8% | Reduced |
| PSI Advisors, LLC | 2 | $119 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $250 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $478 | 0.00% | +8 | New |
| Longfellow Investment Management Co LLC | 10 | $596 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 17 | $1.01K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.13K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 19 | $1.13K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $1.20K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 21 | $1.25K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $1.25K | 0.00% | −10−32.3% | Reduced |
| Financial Perspectives, Inc | 22 | $1.31K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 24 | $1.43K | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 30 | $1.79K | 0.00% | +2+7.1% | Added |
| M&R Capital Management Inc | 33 | $1.97K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 34 | $2.03K | 0.00% | +34 | New |
| Versant Capital Management, Inc | 36 | $2.15K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 37 | $2.21K | 0.00% | +37 | New |
| Global Retirement Partners, LLC | 38 | $2.26K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 53 | $3.16K | 0.00% | −2−3.6% | Reduced |
| Allworth Financial LP | 54 | $3.22K | 0.00% | −17−23.9% | Reduced |
| Foster Dykema Cabot & Co Inc | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 78 | $4.00K | 0.00% | +78 | New |
| Sugarloaf Wealth Management, LLC | 68 | $4.06K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 72 | $4.29K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 73 | $4.35K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 83 | $4.95K | 0.01% | +83 | New |
| Creative Financial Designs Inc | 85 | $5.07K | 0.00% | +64+304.8% | Added |
| Bokf, NA | 88 | $5.07K | 0.00% | +4+4.8% | Added |
| Clearstead Advisors, LLC | 93 | $5.55K | 0.00% | +93 | New |
| Headinvest, LLC | 100 | $5.97K | 0.00% | +100 | New |
| Bessemer Group Inc | 101 | $6.00K | 0.00% | −849−89.4% | Reduced |
| Huntington National Bank | 104 | $6.20K | 0.00% | −31−23.0% | Reduced |
| JNBA Financial Advisors | 112 | $6.68K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 120 | $7.16K | 0.00% | +120 | New |
| Quent Capital, LLC | 122 | $7.28K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 125 | $7.46K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 138 | $8.23K | 0.00% | +32+30.2% | Added |
| GPS Wealth Strategies Group, LLC | 140 | $8.35K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 169 | $10.1K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 180 | $10.7K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 177 | $11.0K | 0.00% | +177 | New |
| Headlands Technologies LLC | 195 | $11.6K | 0.01% | +195 | New |
| Colonial Trust Co | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 241 | $14.4K | 0.00% | +44+22.3% | Added |
| Eagle Bay Advisors LLC | 244 | $14.6K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 278 | $16.6K | 0.01% | +278 | New |
| Proequities, Inc. | 295 | $17.6K | 0.00% | −40−11.9% | Reduced |
| Lindbrook Capital, LLC | 299 | $17.8K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 300 | $18.0K | 0.00% | +2+0.7% | Added |
| First Horizon Advisors, Inc. | 302 | $18.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 319 | $19.0K | 0.00% | −9−2.7% | Reduced |
| Asset Dedication, LLC | 377 | $22.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 383 | $22.8K | 0.01% | +383 | New |
| HM Payson & Co | 412 | $24.6K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 435 | $25.9K | 0.02% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 449 | $26.8K | 0.00% | +449 | New |
| Catalyst Capital Advisors LLC | 449 | $26.8K | 0.00% | +449 | New |
| Ronald Blue Trust, Inc. | 455 | $28.0K | 0.00% | +404+792.2% | Added |
| Quadrant Capital Group LLC | 535 | $31.9K | 0.00% | +296+123.8% | Added |
| EverSource Wealth Advisors, LLC | 561 | $33.5K | 0.00% | −12−2.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 595 | $35.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 616 | $36.7K | 0.03% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 641 | $38.3K | 0.01% | +641 | New |
| Webster Bank, N. A. | 650 | $38.8K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 650 | $38.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 665 | $39.7K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 676 | $40.3K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 778 | $46.4K | 0.01% | +3+0.4% | Added |
| Signaturefd, LLC | 783 | $46.7K | 0.00% | +172+28.2% | Added |
| Geneos Wealth Management Inc. | 800 | $47.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 808 | $48.2K | 0.00% | +222+37.9% | Added |
| Adirondack Trust Co | 891 | $53.1K | 0.03% | −209−19.0% | Reduced |
| TD Private Client Wealth LLC | 966 | $57.6K | 0.00% | +233+31.8% | Added |
| Pacific Center for Financial Services | 1,000 | $59.6K | 0.02% | +1,000 | New |
| National Bank of Canada | 1,000 | $59.7K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,054 | $62.9K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,090 | $65.0K | 0.01% | −3,033−73.6% | Reduced |
| USA Financial Portformulas Corp | 1,237 | $73.8K | 0.11% | 00.0% | Unchanged |
| Covestor Ltd | 1,258 | $75.0K | 0.06% | +234+22.9% | Added |
| Harbour Investments, Inc. | 1,325 | $79.0K | 0.00% | +33+2.6% | Added |
| AdvisorNet Financial, Inc | 1,429 | $85.2K | 0.01% | −325−18.5% | Reduced |
| Benjamin Edwards Inc | 1,474 | $88.0K | 0.02% | −36−2.4% | Reduced |
| IFP Advisors, Inc | 1,594 | $95.1K | 0.00% | +904+131.0% | Added |
| Bangor Savings Bank | 1,654 | $98.6K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,731 | $103.2K | 0.03% | +173+11.1% | Added |
| Point72 Asset Management, L.P. | 1,855 | $110.6K | 0.00% | +1,335+256.7% | Added |
| Johnson Financial Group, Inc. | 1,921 | $114.6K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,946 | $116.0K | 0.00% | +1,946 | New |
| Impact Partnership Wealth, LLC | 1,988 | $118.6K | 0.04% | +1,988 | New |
| Ci Investments Inc. | 2,146 | $128.0K | 0.00% | +36+1.7% | Added |
| Whittier Trust Co | 2,205 | $131.5K | 0.00% | −107−4.6% | Reduced |
| Northwest Capital Management Inc | 2,298 | $137.1K | 0.05% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,343 | $139.7K | 0.01% | +2,343 | New |
| Milestone Investment Advisors LLC | 2,910 | $173.6K | 0.05% | +2,910 | New |
| Whittier Trust Co of Nevada Inc | 3,077 | $183.5K | 0.01% | 00.0% | Unchanged |