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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, 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.

Institutional holdersQ4 2023: 471 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 heldQ4 2023: $6.76B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Donaldson Co Inc; share changes are against Q3 2023.

Institutions holding DCI in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Northwest Capital Management Inc2,298$150.2K0.05%00.0%Unchanged
Whittier Trust Co of Nevada Inc2,933$191.7K0.01%−144−4.7%Reduced
Oxford Asset Management LLP3,072$200.8K0.30%+3,072New
Carnegie Capital Asset Management, LLC3,100$202.6K0.01%+3,100New
Janney Montgomery Scott LLC3,172$207.0K0.00%+3,172New
Armstrong Henry H Associates Inc3,175$207.5K0.02%+3,175New
Penobscot Investment Management Company, Inc.3,200$209.1K0.02%+3,200New
Avidian Wealth Solutions, LLC3,200$209.1K0.01%+3,200New
Stephens Inc3,227$210.9K0.00%+3,227New
Ballast Advisors LLC3,304$215.9K0.08%−99−2.9%Reduced
King Luther Capital Management Corp3,382$221.0K0.00%−300−8.1%Reduced
CIBC Asset Management Inc3,426$223.9K0.00%00.0%Unchanged
Valtinson Bruner Financial Planning LLC3,441$224.9K0.12%−140−3.9%Reduced
Leeward Financial Partners, LLC3,482$227.5K0.11%00.0%Unchanged
Encompass Wealth Advisors, LLC3,500$228.7K0.07%00.0%Unchanged
M. Kraus & Co3,510$229.4K0.07%−258−6.8%Reduced
Quantum Private Wealth, LLC3,511$229.4K0.10%−87−2.4%Reduced
Stiles Financial Services Inc3,525$230.3K0.10%−202−5.4%Reduced
CBOE Vest Financial, LLC3,582$234.1K0.01%+3,582New
Trillium Asset Management, LLC3,604$236.0K0.01%00.0%Unchanged
CWM, LLC3,629$237.0K0.00%−292−7.4%Reduced
Avantax Advisory Services, Inc.3,658$239.1K0.00%−941−20.5%Reduced
Profund Advisors LLC3,670$239.8K0.01%+3,670New
Walleye Capital LLC3,693$241.3K0.00%−2,605−41.4%Reduced
Tiaa Trust, National Association3,819$249.6K0.00%00.0%Unchanged
Washington Trust Bank3,840$250.9K0.02%00.0%Unchanged
Coldstream Capital Management Inc3,865$252.6K0.01%+3,865New
Accredited Investors Inc.3,877$253.3K0.02%+4+0.1%Added
Graham Capital Management, L.P.4,038$263.9K0.01%−3,487−46.3%Reduced
Riverwater Partners LLC4,038$263.9K0.21%00.0%Unchanged
Northeast Investment Management4,147$271.0K0.01%−328−7.3%Reduced
Cerity Partners LLC4,227$276.1K0.00%+553+15.1%Added
Stonebridge Capital Advisors LLC4,245$277.4K0.03%00.0%Unchanged
SkyOak Wealth, LLC4,333$283.2K0.07%−191−4.2%Reduced
Nebula Research & Development LLC4,366$285.3K0.09%+4,366New
Hemenway Trust Co LLC4,400$287.5K0.03%−600−12.0%Reduced
Atria Wealth Solutions, Inc.4,406$287.9K0.00%00.0%Unchanged
DFPG Investments, LLC4,620$293.8K0.02%−202−4.2%Reduced
Oak Family Advisors, LLC4,545$297.0K0.12%+10+0.2%Added
SNS Financial Group, LLC4,554$297.6K0.04%00.0%Unchanged
Hennion & Walsh Asset Management, Inc.4,627$302.4K0.02%−125−2.6%Reduced
Somerville Kurt F4,675$305.5K0.06%00.0%Unchanged
Steward Partners Investment Advisory, LLC4,710$307.8K0.00%−10.0%Reduced
Isthmus Partners, LLC4,797$313.5K0.04%00.0%Unchanged
PrairieView Partners, LLC4,800$314.0K0.04%−753−13.6%Reduced
Truist Financial Corp4,879$318.8K0.00%−116−2.3%Reduced
Parsons Capital Management Inc4,950$323.5K0.02%00.0%Unchanged
Wealthspire Advisors, LLC4,966$324.5K0.00%00.0%Unchanged
Ballentine Partners, LLC5,022$328.2K0.01%−2,119−29.7%Reduced
Shelton Capital Management5,205$340.1K0.01%−775−13.0%Reduced
Sherbrooke Park Advisers LLC5,367$350.7K0.16%+1,660+44.8%Added
Pearl River Capital, LLC5,382$351.7K0.06%−3,193−37.2%Reduced
Shell Asset Management Co5,448$356.0K0.02%−1,642−23.2%Reduced
Great Valley Advisor Group, Inc.5,494$359.0K0.01%+28+0.5%Added
Centiva Capital, LP5,569$363.9K0.02%+1,330+31.4%Added
Sabal Trust CO5,600$366.0K0.02%00.0%Unchanged
Wetherby Asset Management Inc5,624$367.5K0.02%+29+0.5%Added
Teza Capital Management LLC5,684$371.4K0.06%+5,684New
Trust Point Inc.5,717$373.6K0.03%+5,717New
MQS Management LLC5,864$383.2K0.21%+5,864New
CWM Advisors, LLC5,877$384.1K0.04%+747+14.6%Added
Raymond James Trust N.A.5,881$384.3K0.01%+66+1.1%Added
First National Bank of Omaha5,904$385.8K0.02%00.0%Unchanged
Welch & Forbes LLC5,965$389.8K0.01%−400−6.3%Reduced
Aristotle Capital Management, LLC6,000$392.1K0.00%00.0%Unchanged
Azimuth Capital Investment Management LLC6,050$395.4K0.02%−50−0.8%Reduced
TFG Advisers LLC6,121$400.0K0.17%−89−1.4%Reduced
Summit Trail Advisors, LLC6,160$402.6K0.01%−454−6.9%Reduced
Roberts Glore & Co Inc6,205$405.5K0.13%00.0%Unchanged
State of Wyoming6,298$411.6K0.08%−543−7.9%Reduced
SG Americas Securities, LLC6,315$413.0K0.00%−26,043−80.5%Reduced
Captrust Financial Advisors6,342$414.4K0.00%+2,586+68.8%Added
O'Shaughnessy Asset Management, LLC6,483$423.7K0.01%−3,890−37.5%Reduced
Point72 Middle East FZE6,500$424.8K0.03%−5,036−43.7%Reduced
Bank of Nova Scotia6,614$432.2K0.00%−546−7.6%Reduced
Point72 Asset Management, L.P.6,900$450.9K0.00%+5,045+272.0%Added
Donoghue Forlines LLC7,034$459.7K0.14%+1,718+32.3%Added
Broadwater Capital Management LLC7,100$464.0K0.36%+7,100New
North Star Asset Management Inc7,197$470.3K0.02%00.0%Unchanged
GWM Advisors LLC7,296$476.8K0.00%−640−8.1%Reduced
Prelude Capital Management, LLC7,361$481.0K0.04%+7,361New
Keebeck Alpha, LP7,361$481.0K0.38%+7,361New
Wedbush Securities Inc7,419$485.0K0.02%+158+2.2%Added
Lecap Asset Management Ltd7,581$495.4K0.18%+7,581New
Ellevest, Inc.7,682$502.0K0.03%+2,018+35.6%Added
Glenview Trust Co8,000$522.8K0.01%00.0%Unchanged
Colony Group, LLC8,183$535.0K0.01%+8,183New
Savant Capital, LLC8,223$537.4K0.01%+26+0.3%Added
Gallagher Fiduciary Advisors, LLC8,345$545.3K0.02%00.0%Unchanged
First Eagle Investment Management, LLC8,367$546.8K0.00%00.0%Unchanged
Renaissance Group LLC8,489$555.5K0.02%−912−9.7%Reduced
Hillsdale Investment Management Inc.8,700$568.5K0.05%+8,700New
Toroso Investments, LLC8,803$575.3K0.01%+1,928+28.0%Added
Quantbot Technologies LP8,855$578.7K0.03%+3,778+74.4%Added
Sendero Wealth Management, LLC8,886$580.7K0.11%+725+8.9%Added
Perkins Capital Management Inc8,884$581.0K0.50%−1,000−10.1%Reduced
Mackenzie Financial Corp8,902$581.7K0.00%+311+3.6%Added
Blair William & Co9,030$590.1K0.00%+34+0.4%Added
Maryland State Retirement & Pension System9,240$603.8K0.01%00.0%Unchanged
Investment House LLC9,400$614.3K0.04%00.0%Unchanged