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, Q4 2023
Institutional positions in Donaldson Co Inc as of Dec 31, 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
- 471
- +25 vs. Q3 2023
- Shares held
- 103.6M
- +1.38M (+1.4%) vs. Q3 2023
- Total value
- $6.76B
- +$662.3M (+10.9%) vs. Q3 2023
- New holders
- 56
- 149 more added
- Sold out
- 31
- 174 more reduced
7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Donaldson Co Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 2 | $131 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 4 | $261 | 0.00% | −84−95.5% | Reduced |
| Tfo-TDC, LLC | 4 | $261 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 5 | $327 | 0.00% | +5 | New |
| Institutional & Family Asset Management, LLC | 6 | $392 | 0.00% | +6 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $523 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 9 | $588 | 0.00% | +9 | New |
| Longfellow Investment Management Co LLC | 10 | $654 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 18 | $1.18K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 19 | $1.24K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $1.24K | 0.00% | +19 | New |
| TFC Financial Management | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 21 | $1.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $1.37K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 22 | $1.44K | 0.00% | −71−76.3% | Reduced |
| Financial Perspectives, Inc | 22 | $1.44K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 24 | $1.57K | 0.00% | +24 | New |
| Abich Financial Wealth Management LLC | 30 | $1.96K | 0.00% | +30 | New |
| SJS Investment Consulting Inc. | 30 | $1.96K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 38 | $2.00K | 0.00% | +38 | New |
| M&R Capital Management Inc | 33 | $2.16K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 36 | $2.35K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 38 | $2.41K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 37 | $2.42K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $3.20K | 0.00% | −4−7.5% | Reduced |
| Sachetta, LLC | 54 | $3.53K | 0.00% | +54 | New |
| Sugarloaf Wealth Management, LLC | 68 | $4.44K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 68 | $4.44K | 0.00% | +34+100.0% | Added |
| LGT Financial Advisors LLC | 73 | $4.77K | 0.01% | −10−12.0% | Reduced |
| Private Trust Co NA | 73 | $4.77K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 85 | $5.55K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 87 | $5.70K | 0.00% | −35−28.7% | Reduced |
| Private Wealth Management Group, LLC | 90 | $5.88K | 0.00% | +90 | New |
| Adirondack Trust Co | 91 | $6.52K | 0.00% | −800−89.8% | Reduced |
| JNBA Financial Advisors | 112 | $7.32K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 120 | $7.63K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 124 | $8.10K | 0.00% | +124 | New |
| Brown, Lisle/Cummings, Inc. | 125 | $8.17K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 140 | $9.15K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 143 | $9.35K | 0.00% | −240−62.7% | Reduced |
| Parkside Financial Bank & Trust | 143 | $9.35K | 0.00% | +5+3.6% | Added |
| West Tower Group, LLC | 161 | $10.5K | 0.02% | −117−42.1% | Reduced |
| Massmutual Trust Co FSB | 162 | $10.6K | 0.00% | −79−32.8% | Reduced |
| Hoese & Co LLP | 180 | $10.9K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 182 | $11.0K | 0.00% | +182 | New |
| JFS Wealth Advisors, LLC | 169 | $11.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 177 | $11.6K | 0.00% | +177 | New |
| Tobam | 185 | $12.0K | 0.00% | +178+2,542.9% | Added |
| Farther Finance Advisors, LLC | 188 | $12.3K | 0.00% | +169+889.5% | Added |
| Colonial Trust Co | 200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 214 | $14.0K | 0.00% | +37+20.9% | Added |
| Bessemer Group Inc | 219 | $14.0K | 0.00% | +118+116.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 216 | $14.1K | 0.00% | +216 | New |
| Eagle Bay Advisors LLC | 227 | $14.8K | 0.01% | −17−7.0% | Reduced |
| First Horizon Advisors, Inc. | 286 | $18.7K | 0.00% | −16−5.3% | Reduced |
| Proequities, Inc. | 295 | $19.3K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 301 | $20.0K | 0.00% | +1+0.3% | Added |
| Quarry LP | 368 | $24.0K | 0.01% | +368 | New |
| Asset Dedication, LLC | 377 | $25.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 386 | $25.2K | 0.00% | +67+21.0% | Added |
| HM Payson & Co | 412 | $26.9K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 418 | $27.3K | 0.02% | +418 | New |
| Pflug Koory, LLC | 435 | $28.4K | 0.02% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 442 | $28.9K | 0.00% | −7−1.6% | Reduced |
| Catalyst Capital Advisors LLC | 442 | $28.9K | 0.00% | −7−1.6% | Reduced |
| Lindbrook Capital, LLC | 473 | $30.9K | 0.00% | +174+58.2% | Added |
| PEAK6 Investments LLC | 509 | $33.3K | 0.00% | −1,834−78.3% | Reduced |
| Quadrant Capital Group LLC | 515 | $33.7K | 0.00% | −20−3.7% | Reduced |
| EverSource Wealth Advisors, LLC | 582 | $38.0K | 0.00% | +21+3.7% | Added |
| Federation des caisses Desjardins du Quebec | 595 | $38.9K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 650 | $42.5K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 650 | $42.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 665 | $43.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 753 | $45.0K | 0.00% | +298+65.5% | Added |
| AdvisorNet Financial, Inc | 732 | $47.8K | 0.00% | −697−48.8% | Reduced |
| Gleason Group, Inc. | 781 | $51.0K | 0.01% | +3+0.4% | Added |
| Geneos Wealth Management Inc. | 800 | $52.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 855 | $55.2K | 0.01% | +855 | New |
| Fifth Third Bancorp | 862 | $56.3K | 0.00% | +54+6.7% | Added |
| National Bank of Canada | 1,000 | $64.8K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,000 | $65.3K | 0.02% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 1,017 | $67.0K | 0.00% | +1,017 | New |
| EntryPoint Capital, LLC | 1,048 | $68.5K | 0.07% | +1,048 | New |
| Manchester Capital Management LLC | 1,054 | $68.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,172 | $76.6K | 0.00% | +389+49.7% | Added |
| Covestor Ltd | 1,252 | $82.0K | 0.06% | −6−0.5% | Reduced |
| Harbour Investments, Inc. | 1,325 | $86.6K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1,437 | $93.9K | 0.03% | −551−27.7% | Reduced |
| TD Private Client Wealth LLC | 1,458 | $95.3K | 0.00% | +492+50.9% | Added |
| USA Financial Portformulas Corp | 1,639 | $107.1K | 0.02% | +402+32.5% | Added |
| Bangor Savings Bank | 1,654 | $108.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,715 | $112.1K | 0.01% | +121+7.6% | Added |
| Principal Securities, Inc. | 1,842 | $120.4K | 0.00% | +1,842 | New |
| Johnson Financial Group, Inc. | 1,921 | $125.5K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,946 | $127.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2,180 | $142.5K | 0.03% | +449+25.9% | Added |
| Whittier Trust Co | 2,205 | $144.1K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,256 | $147.0K | 0.00% | +110+5.1% | Added |