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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 299 | $17.8K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 295 | $17.6K | 0.00% | −40−11.9% | Reduced |
| West Tower Group, LLC | 278 | $16.6K | 0.01% | +278 | New |
| Eagle Bay Advisors LLC | 244 | $14.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 241 | $14.4K | 0.00% | +44+22.3% | Added |
| Colonial Trust Co | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 195 | $11.6K | 0.01% | +195 | New |
| Cohen & Steers, Inc. | 177 | $11.0K | 0.00% | +177 | New |
| Hoese & Co LLP | 180 | $10.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 169 | $10.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 140 | $8.35K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 138 | $8.23K | 0.00% | +32+30.2% | Added |
| Brown, Lisle/Cummings, Inc. | 125 | $7.46K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 122 | $7.28K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 120 | $7.16K | 0.00% | +120 | New |
| JNBA Financial Advisors | 112 | $6.68K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 104 | $6.20K | 0.00% | −31−23.0% | Reduced |
| Bessemer Group Inc | 101 | $6.00K | 0.00% | −849−89.4% | Reduced |
| Headinvest, LLC | 100 | $5.97K | 0.00% | +100 | New |
| Clearstead Advisors, LLC | 93 | $5.55K | 0.00% | +93 | New |
| Bokf, NA | 88 | $5.07K | 0.00% | +4+4.8% | Added |
| Creative Financial Designs Inc | 85 | $5.07K | 0.00% | +64+304.8% | Added |
| LGT Financial Advisors LLC | 83 | $4.95K | 0.01% | +83 | New |
| Private Trust Co NA | 73 | $4.35K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 72 | $4.29K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 68 | $4.06K | 0.00% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 54 | $3.22K | 0.00% | −17−23.9% | Reduced |
| Farmers & Merchants Investments Inc | 53 | $3.16K | 0.00% | −2−3.6% | Reduced |
| Capital Advisors, Ltd. LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 38 | $2.26K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 37 | $2.21K | 0.00% | +37 | New |
| Versant Capital Management, Inc | 36 | $2.15K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 34 | $2.03K | 0.00% | +34 | New |
| M&R Capital Management Inc | 33 | $1.97K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $1.79K | 0.00% | +2+7.1% | Added |
| Spire Wealth Management | 24 | $1.43K | 0.00% | +24 | New |
| Financial Perspectives, Inc | 22 | $1.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $1.25K | 0.00% | −10−32.3% | Reduced |
| Glassman Wealth Services | 21 | $1.25K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $1.20K | 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 |
| Concord Wealth Partners | 17 | $1.01K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $596 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $478 | 0.00% | +8 | New |
| Tfo-TDC, LLC | 4 | $250 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $119 | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 1 | $60 | 0.00% | −426−99.8% | Reduced |
| Avion Wealth | 8 | $0 | 0.00% | −8−50.0% | Reduced |
| Tobam | 7 | $0 | 0.00% | +7 | New |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −85,786−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −59,310−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −46,895−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −38,535−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −35,988−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −34,250−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −33,455−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −17,027−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −13,867−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −13,407−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −12,906−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −12,549−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −12,210−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −11,166−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −10,206−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −8,433−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −8,006−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −7,332−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −6,747−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −6,592−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −5,864−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,257−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −4,910−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −4,754−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −4,701−100.0% | Sold out |
| Anfield Capital Management, LLC | 0 | $0 | 0.00% | −4,583−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,241−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −3,787−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −3,749−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −3,717−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,497−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −3,303−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −3,227−100.0% | Sold out |
| Penobscot Investment Management Company, Inc. | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −1,391−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −745−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −631−100.0% | Sold out |
| Your Advocates Ltd., LLP | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Baystate Wealth Management LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |