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Livermore
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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.

Institutional holdersQ3 2023: 453 institutions
Q1 2021: 408 institutionsQ2 2021: 402 institutionsQ3 2021: 406 institutionsQ4 2021: 425 institutionsQ1 2022: 403 institutionsQ2 2022: 387 institutionsQ3 2022: 388 institutionsQ4 2022: 418 institutionsQ1 2023: 456 institutionsQ2 2023: 457 institutionsQ3 2023: 453 institutionsQ4 2023: 471 institutionsQ1 2024: 504 institutionsQ2 2024: 517 institutionsQ3 2024: 536 institutionsQ4 2024: 528 institutionsQ1 2025: 520 institutionsQ2 2025: 528 institutionsQ3 2025: 564 institutionsQ4 2025: 621 institutionsQ1 2026: 613 institutionsQ2 2026: 632 institutions
Value heldQ3 2023: $6.11B
Q1 2021: $5.89BQ2 2021: $6.42BQ3 2021: $5.66BQ4 2021: $5.87BQ1 2022: $5.12BQ2 2022: $4.78BQ3 2022: $4.85BQ4 2022: $5.75BQ1 2023: $6.42BQ2 2023: $6.15BQ3 2023: $6.11BQ4 2023: $6.76BQ1 2024: $7.73BQ2 2024: $7.32BQ3 2024: $7.48BQ4 2024: $6.90BQ1 2025: $6.96BQ2 2025: $7.07BQ3 2025: $8.19BQ4 2025: $8.91BQ1 2026: $8.59BQ2 2026: $9.43B
Institutions holding DCI and their total value by quarter
QuarterHoldersValue
Q2 2026632$9.43B
Q1 2026613$8.59B
Q4 2025621$8.91B
Q3 2025564$8.19B
Q2 2025528$7.07B
Q1 2025520$6.96B
Q4 2024528$6.90B
Q3 2024536$7.48B
Q2 2024517$7.32B
Q1 2024504$7.73B
Q4 2023471$6.76B
Q3 2023453$6.11B
Q2 2023457$6.15B
Q1 2023456$6.42B
Q4 2022418$5.75B
Q3 2022388$4.85B
Q2 2022387$4.78B
Q1 2022403$5.12B
Q4 2021425$5.87B
Q3 2021406$5.66B
Q2 2021402$6.42B
Q1 2021408$5.89B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Donaldson Co Inc; share changes are against Q2 2023.

Institutions holding DCI in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
CWS Financial Advisors, LLC3,378$201.5K0.08%−330−8.9%Reduced
Ballast Advisors LLC3,403$203.0K0.08%00.0%Unchanged
CIBC Asset Management Inc3,426$204.3K0.00%00.0%Unchanged
Leeward Financial Partners, LLC3,482$207.7K0.11%00.0%Unchanged
Encompass Wealth Advisors, LLC3,500$208.7K0.07%00.0%Unchanged
Valtinson Bruner Financial Planning LLC3,581$213.6K0.12%−184−4.9%Reduced
Quantum Private Wealth, LLC3,598$214.6K0.10%00.0%Unchanged
Trillium Asset Management, LLC3,604$215.0K0.01%00.0%Unchanged
Cerity Partners LLC3,674$219.1K0.00%−517−12.3%Reduced
King Luther Capital Management Corp3,682$219.6K0.00%00.0%Unchanged
Sherbrooke Park Advisers LLC3,707$221.1K0.07%−11,326−75.3%Reduced
Troluce Capital Advisors LLC3,720$221.9K0.13%+3,720New
Stiles Financial Services Inc3,727$222.3K0.12%+11+0.3%Added
Captrust Financial Advisors3,756$224.0K0.00%+287+8.3%Added
M. Kraus & Co3,768$224.7K0.08%−250−6.2%Reduced
APG Asset Management N.V.3,800$226.6K0.00%+3,800New
Tiaa Trust, National Association3,819$227.8K0.00%+3,819New
Washington Trust Bank3,840$229.0K0.02%00.0%Unchanged
Accredited Investors Inc.3,873$231.0K0.02%+7+0.2%Added
XTX Topco Ltd3,888$231.9K0.04%+3,888New
CWM, LLC3,921$234.0K0.00%+108+2.8%Added
Riverwater Partners LLC4,038$240.8K0.22%−505−11.1%Reduced
Centiva Capital, LP4,239$252.8K0.01%+4,239New
Stonebridge Capital Advisors LLC4,245$253.2K0.03%00.0%Unchanged
Atria Wealth Solutions, Inc.4,406$262.8K0.00%−5,152−53.9%Reduced
Northeast Investment Management4,475$266.9K0.02%00.0%Unchanged
SkyOak Wealth, LLC4,524$269.8K0.08%+4,524New
Oak Family Advisors, LLC4,535$270.5K0.13%00.0%Unchanged
Versor Investments LP4,543$270.9K0.05%−2,800−38.1%Reduced
SNS Financial Group, LLC4,554$271.6K0.04%+186+4.3%Added
Hartline Investment Corp4,556$271.7K0.05%00.0%Unchanged
Avantax Advisory Services, Inc.4,599$274.3K0.00%−128−2.7%Reduced
Prudential PLC4,637$276.6K0.00%−4,329−48.3%Reduced
Somerville Kurt F4,675$278.8K0.06%−570−10.9%Reduced
Steward Partners Investment Advisory, LLC4,711$281.0K0.00%+387+9.0%Added
Hennion & Walsh Asset Management, Inc.4,752$283.4K0.02%−38−0.8%Reduced
DFPG Investments, LLC4,822$284.7K0.03%−757−13.6%Reduced
Isthmus Partners, LLC4,797$286.1K0.04%00.0%Unchanged
Virtu Financial LLC4,828$288.0K0.03%+4,828New
Parsons Capital Management Inc4,950$295.2K0.02%00.0%Unchanged
Wealthspire Advisors, LLC4,966$296.2K0.00%+1,325+36.4%Added
Truist Financial Corp4,995$297.9K0.00%+129+2.7%Added
Hemenway Trust Co LLC5,000$298.2K0.03%−300−5.7%Reduced
Quantbot Technologies LP5,077$302.8K0.02%+5,077New
CWM Advisors, LLC5,130$306.0K0.04%+104+2.1%Added
Donoghue Forlines LLC5,316$317.0K0.11%+5,316New
Great Valley Advisor Group, Inc.5,466$326.2K0.01%+33+0.6%Added
Y-Intercept (Hong Kong) Ltd5,504$328.3K0.03%−11−0.2%Reduced
PrairieView Partners, LLC5,553$331.0K0.04%00.0%Unchanged
Mitsubishi UFJ Trust & Banking Corp5,581$332.9K0.00%+1,444+34.9%Added
Wetherby Asset Management Inc5,595$333.7K0.02%00.0%Unchanged
Sabal Trust CO5,600$334.0K0.02%−125−2.2%Reduced
Ellevest, Inc.5,664$337.8K0.03%−73−1.3%Reduced
Raymond James Trust N.A.5,815$346.8K0.01%−17−0.3%Reduced
First National Bank of Omaha5,904$352.1K0.02%00.0%Unchanged
Shelton Capital Management5,980$356.6K0.01%00.0%Unchanged
Aristotle Capital Management, LLC6,000$357.8K0.00%00.0%Unchanged
Azimuth Capital Investment Management LLC6,100$363.8K0.02%00.0%Unchanged
Roberts Glore & Co Inc6,205$370.1K0.12%00.0%Unchanged
TFG Advisers LLC6,210$370.4K0.17%−198−3.1%Reduced
Walleye Capital LLC6,298$375.6K0.01%+6,298New
Welch & Forbes LLC6,365$379.6K0.01%00.0%Unchanged
Summit Trail Advisors, LLC6,614$394.5K0.01%−5−0.1%Reduced
State of Wyoming6,841$408.0K0.09%+1,190+21.1%Added
Toroso Investments, LLC6,875$410.0K0.01%+2,054+42.6%Added
Susquehanna Fundamental Investments, LLC6,903$411.7K0.03%−11,024−61.5%Reduced
Shell Asset Management Co7,090$423.0K0.02%−122−1.7%Reduced
Susquehanna International Group, LLP7,134$425.5K0.00%+7,134New
Cetera Advisor Networks LLC7,139$425.8K0.00%+1,470+25.9%Added
Ballentine Partners, LLC7,141$425.9K0.01%+2,694+60.6%Added
Bank of Nova Scotia7,160$427.0K0.00%+3,948+122.9%Added
Axq Capital, LP7,167$427.4K0.15%+7,167New
Dark Forest Capital Management LP7,185$428.5K0.04%−19,606−73.2%Reduced
North Star Asset Management Inc7,197$429.2K0.02%00.0%Unchanged
Tower Research Capital LLC (TRC)7,229$431.1K0.01%−7,172−49.8%Reduced
Verition Fund Management LLC7,241$431.9K0.01%+7,241New
Wedbush Securities Inc7,261$433.0K0.02%+57+0.8%Added
Graham Capital Management, L.P.7,525$448.8K0.01%−40,034−84.2%Reduced
GWM Advisors LLC7,936$473.3K0.01%−873−9.9%Reduced
Glenview Trust Co8,000$477.1K0.01%00.0%Unchanged
Sendero Wealth Management, LLC8,161$486.7K0.10%+1,245+18.0%Added
Savant Capital, LLC8,197$488.9K0.01%+23+0.3%Added
Aquatic Capital Management LLC8,300$495.0K0.02%−200−2.4%Reduced
Holocene Advisors, LP8,336$497.2K0.00%+8,336New
Gallagher Fiduciary Advisors, LLC8,345$497.7K0.04%00.0%Unchanged
First Eagle Investment Management, LLC8,367$499.0K0.00%+530+6.8%Added
Oak Thistle LLC8,464$504.8K0.15%−5,054−37.4%Reduced
Mackenzie Financial Corp8,591$510.0K0.00%+1,321+18.2%Added
Pearl River Capital, LLC8,575$511.4K0.08%+4,427+106.7%Added
Colony Group LLC8,850$528.0K0.01%+899+11.3%Added
Blair William & Co8,996$536.5K0.00%00.0%Unchanged
ISAM Funds (UK) Ltd9,032$538.7K0.34%+9,032New
Raymond James Financial Services Advisors, Inc.9,086$541.9K0.00%−6,290−40.9%Reduced
Maryland State Retirement & Pension System9,240$551.1K0.01%00.0%Unchanged
Cresset Asset Management, LLC9,280$553.5K0.00%−33−0.4%Reduced
Investment House LLC9,400$560.6K0.04%00.0%Unchanged
Renaissance Group LLC9,401$560.7K0.03%−72−0.8%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP9,533$562.1K0.01%00.0%Unchanged
Beacon Pointe Advisors, LLC9,599$572.5K0.01%+370+4.0%Added
Aviva PLC9,773$582.9K0.00%−13,195−57.4%Reduced