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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 5,664 | $337.8K | 0.03% | −73−1.3% | Reduced |
| Sabal Trust CO | 5,600 | $334.0K | 0.02% | −125−2.2% | Reduced |
| Wetherby Asset Management Inc | 5,595 | $333.7K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 5,581 | $332.9K | 0.00% | +1,444+34.9% | Added |
| PrairieView Partners, LLC | 5,553 | $331.0K | 0.04% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 5,504 | $328.3K | 0.03% | −11−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 5,466 | $326.2K | 0.01% | +33+0.6% | Added |
| Donoghue Forlines LLC | 5,316 | $317.0K | 0.11% | +5,316 | New |
| CWM Advisors, LLC | 5,130 | $306.0K | 0.04% | +104+2.1% | Added |
| Quantbot Technologies LP | 5,077 | $302.8K | 0.02% | +5,077 | New |
| Hemenway Trust Co LLC | 5,000 | $298.2K | 0.03% | −300−5.7% | Reduced |
| Truist Financial Corp | 4,995 | $297.9K | 0.00% | +129+2.7% | Added |
| Wealthspire Advisors, LLC | 4,966 | $296.2K | 0.00% | +1,325+36.4% | Added |
| Parsons Capital Management Inc | 4,950 | $295.2K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 4,828 | $288.0K | 0.03% | +4,828 | New |
| Isthmus Partners, LLC | 4,797 | $286.1K | 0.04% | 00.0% | Unchanged |
| DFPG Investments, LLC | 4,822 | $284.7K | 0.03% | −757−13.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,752 | $283.4K | 0.02% | −38−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,711 | $281.0K | 0.00% | +387+9.0% | Added |
| Somerville Kurt F | 4,675 | $278.8K | 0.06% | −570−10.9% | Reduced |
| Prudential PLC | 4,637 | $276.6K | 0.00% | −4,329−48.3% | Reduced |
| Avantax Advisory Services, Inc. | 4,599 | $274.3K | 0.00% | −128−2.7% | Reduced |
| Hartline Investment Corp | 4,556 | $271.7K | 0.05% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 4,554 | $271.6K | 0.04% | +186+4.3% | Added |
| Versor Investments LP | 4,543 | $270.9K | 0.05% | −2,800−38.1% | Reduced |
| Oak Family Advisors, LLC | 4,535 | $270.5K | 0.13% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 4,524 | $269.8K | 0.08% | +4,524 | New |
| Northeast Investment Management | 4,475 | $266.9K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 4,406 | $262.8K | 0.00% | −5,152−53.9% | Reduced |
| Stonebridge Capital Advisors LLC | 4,245 | $253.2K | 0.03% | 00.0% | Unchanged |
| Centiva Capital, LP | 4,239 | $252.8K | 0.01% | +4,239 | New |
| Riverwater Partners LLC | 4,038 | $240.8K | 0.22% | −505−11.1% | Reduced |
| CWM, LLC | 3,921 | $234.0K | 0.00% | +108+2.8% | Added |
| XTX Topco Ltd | 3,888 | $231.9K | 0.04% | +3,888 | New |
| Accredited Investors Inc. | 3,873 | $231.0K | 0.02% | +7+0.2% | Added |
| Washington Trust Bank | 3,840 | $229.0K | 0.02% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 3,819 | $227.8K | 0.00% | +3,819 | New |
| APG Asset Management N.V. | 3,800 | $226.6K | 0.00% | +3,800 | New |
| M. Kraus & Co | 3,768 | $224.7K | 0.08% | −250−6.2% | Reduced |
| Captrust Financial Advisors | 3,756 | $224.0K | 0.00% | +287+8.3% | Added |
| Stiles Financial Services Inc | 3,727 | $222.3K | 0.12% | +11+0.3% | Added |
| Troluce Capital Advisors LLC | 3,720 | $221.9K | 0.13% | +3,720 | New |
| Sherbrooke Park Advisers LLC | 3,707 | $221.1K | 0.07% | −11,326−75.3% | Reduced |
| King Luther Capital Management Corp | 3,682 | $219.6K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 3,674 | $219.1K | 0.00% | −517−12.3% | Reduced |
| Trillium Asset Management, LLC | 3,604 | $215.0K | 0.01% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 3,598 | $214.6K | 0.10% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 3,581 | $213.6K | 0.12% | −184−4.9% | Reduced |
| Encompass Wealth Advisors, LLC | 3,500 | $208.7K | 0.07% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 3,482 | $207.7K | 0.11% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,426 | $204.3K | 0.00% | 00.0% | Unchanged |
| Ballast Advisors LLC | 3,403 | $203.0K | 0.08% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 3,378 | $201.5K | 0.08% | −330−8.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,077 | $183.5K | 0.01% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 2,910 | $173.6K | 0.05% | +2,910 | New |
| PEAK6 Investments LLC | 2,343 | $139.7K | 0.01% | +2,343 | New |
| Northwest Capital Management Inc | 2,298 | $137.1K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co | 2,205 | $131.5K | 0.00% | −107−4.6% | Reduced |
| Ci Investments Inc. | 2,146 | $128.0K | 0.00% | +36+1.7% | Added |
| Impact Partnership Wealth, LLC | 1,988 | $118.6K | 0.04% | +1,988 | New |
| KBC Group NV | 1,946 | $116.0K | 0.00% | +1,946 | New |
| Johnson Financial Group, Inc. | 1,921 | $114.6K | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,855 | $110.6K | 0.00% | +1,335+256.7% | Added |
| JJJ Advisors Inc. | 1,731 | $103.2K | 0.03% | +173+11.1% | Added |
| Bangor Savings Bank | 1,654 | $98.6K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,594 | $95.1K | 0.00% | +904+131.0% | Added |
| Benjamin Edwards Inc | 1,474 | $88.0K | 0.02% | −36−2.4% | Reduced |
| AdvisorNet Financial, Inc | 1,429 | $85.2K | 0.01% | −325−18.5% | Reduced |
| Harbour Investments, Inc. | 1,325 | $79.0K | 0.00% | +33+2.6% | Added |
| Covestor Ltd | 1,258 | $75.0K | 0.06% | +234+22.9% | Added |
| USA Financial Portformulas Corp | 1,237 | $73.8K | 0.11% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,090 | $65.0K | 0.01% | −3,033−73.6% | Reduced |
| Manchester Capital Management LLC | 1,054 | $62.9K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 1,000 | $59.7K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,000 | $59.6K | 0.02% | +1,000 | New |
| TD Private Client Wealth LLC | 966 | $57.6K | 0.00% | +233+31.8% | Added |
| Adirondack Trust Co | 891 | $53.1K | 0.03% | −209−19.0% | Reduced |
| Fifth Third Bancorp | 808 | $48.2K | 0.00% | +222+37.9% | Added |
| Geneos Wealth Management Inc. | 800 | $47.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 783 | $46.7K | 0.00% | +172+28.2% | Added |
| Gleason Group, Inc. | 778 | $46.4K | 0.01% | +3+0.4% | Added |
| Sittner & Nelson, LLC | 676 | $40.3K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 665 | $39.7K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 650 | $38.8K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 650 | $38.8K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 641 | $38.3K | 0.01% | +641 | New |
| Riverview Trust Co | 616 | $36.7K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 595 | $35.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 561 | $33.5K | 0.00% | −12−2.1% | Reduced |
| Quadrant Capital Group LLC | 535 | $31.9K | 0.00% | +296+123.8% | Added |
| Ronald Blue Trust, Inc. | 455 | $28.0K | 0.00% | +404+792.2% | Added |
| Millburn Ridgefield Corp | 449 | $26.8K | 0.00% | +449 | New |
| Catalyst Capital Advisors LLC | 449 | $26.8K | 0.00% | +449 | New |
| Pflug Koory, LLC | 435 | $25.9K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 412 | $24.6K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 383 | $22.8K | 0.01% | +383 | New |
| Asset Dedication, LLC | 377 | $22.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 319 | $19.0K | 0.00% | −9−2.7% | Reduced |
| First Horizon Advisors, Inc. | 302 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 300 | $18.0K | 0.00% | +2+0.7% | Added |