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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 6,315 | $413.0K | 0.00% | −26,043−80.5% | Reduced |
| State of Wyoming | 6,298 | $411.6K | 0.08% | −543−7.9% | Reduced |
| Roberts Glore & Co Inc | 6,205 | $405.5K | 0.13% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 6,160 | $402.6K | 0.01% | −454−6.9% | Reduced |
| TFG Advisers LLC | 6,121 | $400.0K | 0.17% | −89−1.4% | Reduced |
| Azimuth Capital Investment Management LLC | 6,050 | $395.4K | 0.02% | −50−0.8% | Reduced |
| Aristotle Capital Management, LLC | 6,000 | $392.1K | 0.00% | 00.0% | Unchanged |
| Welch & Forbes LLC | 5,965 | $389.8K | 0.01% | −400−6.3% | Reduced |
| First National Bank of Omaha | 5,904 | $385.8K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 5,881 | $384.3K | 0.01% | +66+1.1% | Added |
| CWM Advisors, LLC | 5,877 | $384.1K | 0.04% | +747+14.6% | Added |
| MQS Management LLC | 5,864 | $383.2K | 0.21% | +5,864 | New |
| Trust Point Inc. | 5,717 | $373.6K | 0.03% | +5,717 | New |
| Teza Capital Management LLC | 5,684 | $371.4K | 0.06% | +5,684 | New |
| Wetherby Asset Management Inc | 5,624 | $367.5K | 0.02% | +29+0.5% | Added |
| Sabal Trust CO | 5,600 | $366.0K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,569 | $363.9K | 0.02% | +1,330+31.4% | Added |
| Great Valley Advisor Group, Inc. | 5,494 | $359.0K | 0.01% | +28+0.5% | Added |
| Shell Asset Management Co | 5,448 | $356.0K | 0.02% | −1,642−23.2% | Reduced |
| Pearl River Capital, LLC | 5,382 | $351.7K | 0.06% | −3,193−37.2% | Reduced |
| Sherbrooke Park Advisers LLC | 5,367 | $350.7K | 0.16% | +1,660+44.8% | Added |
| Shelton Capital Management | 5,205 | $340.1K | 0.01% | −775−13.0% | Reduced |
| Ballentine Partners, LLC | 5,022 | $328.2K | 0.01% | −2,119−29.7% | Reduced |
| Wealthspire Advisors, LLC | 4,966 | $324.5K | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 4,950 | $323.5K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 4,879 | $318.8K | 0.00% | −116−2.3% | Reduced |
| PrairieView Partners, LLC | 4,800 | $314.0K | 0.04% | −753−13.6% | Reduced |
| Isthmus Partners, LLC | 4,797 | $313.5K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,710 | $307.8K | 0.00% | −10.0% | Reduced |
| Somerville Kurt F | 4,675 | $305.5K | 0.06% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 4,627 | $302.4K | 0.02% | −125−2.6% | Reduced |
| SNS Financial Group, LLC | 4,554 | $297.6K | 0.04% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 4,545 | $297.0K | 0.12% | +10+0.2% | Added |
| DFPG Investments, LLC | 4,620 | $293.8K | 0.02% | −202−4.2% | Reduced |
| Atria Wealth Solutions, Inc. | 4,406 | $287.9K | 0.00% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 4,400 | $287.5K | 0.03% | −600−12.0% | Reduced |
| Nebula Research & Development LLC | 4,366 | $285.3K | 0.09% | +4,366 | New |
| SkyOak Wealth, LLC | 4,333 | $283.2K | 0.07% | −191−4.2% | Reduced |
| Stonebridge Capital Advisors LLC | 4,245 | $277.4K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 4,227 | $276.1K | 0.00% | +553+15.1% | Added |
| Northeast Investment Management | 4,147 | $271.0K | 0.01% | −328−7.3% | Reduced |
| Graham Capital Management, L.P. | 4,038 | $263.9K | 0.01% | −3,487−46.3% | Reduced |
| Riverwater Partners LLC | 4,038 | $263.9K | 0.21% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,877 | $253.3K | 0.02% | +4+0.1% | Added |
| Coldstream Capital Management Inc | 3,865 | $252.6K | 0.01% | +3,865 | New |
| Washington Trust Bank | 3,840 | $250.9K | 0.02% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 3,819 | $249.6K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 3,693 | $241.3K | 0.00% | −2,605−41.4% | Reduced |
| Profund Advisors LLC | 3,670 | $239.8K | 0.01% | +3,670 | New |
| Avantax Advisory Services, Inc. | 3,658 | $239.1K | 0.00% | −941−20.5% | Reduced |
| CWM, LLC | 3,629 | $237.0K | 0.00% | −292−7.4% | Reduced |
| Trillium Asset Management, LLC | 3,604 | $236.0K | 0.01% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 3,582 | $234.1K | 0.01% | +3,582 | New |
| Stiles Financial Services Inc | 3,525 | $230.3K | 0.10% | −202−5.4% | Reduced |
| Quantum Private Wealth, LLC | 3,511 | $229.4K | 0.10% | −87−2.4% | Reduced |
| M. Kraus & Co | 3,510 | $229.4K | 0.07% | −258−6.8% | Reduced |
| Encompass Wealth Advisors, LLC | 3,500 | $228.7K | 0.07% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 3,482 | $227.5K | 0.11% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 3,441 | $224.9K | 0.12% | −140−3.9% | Reduced |
| CIBC Asset Management Inc | 3,426 | $223.9K | 0.00% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 3,382 | $221.0K | 0.00% | −300−8.1% | Reduced |
| Ballast Advisors LLC | 3,304 | $215.9K | 0.08% | −99−2.9% | Reduced |
| Stephens Inc | 3,227 | $210.9K | 0.00% | +3,227 | New |
| Penobscot Investment Management Company, Inc. | 3,200 | $209.1K | 0.02% | +3,200 | New |
| Avidian Wealth Solutions, LLC | 3,200 | $209.1K | 0.01% | +3,200 | New |
| Armstrong Henry H Associates Inc | 3,175 | $207.5K | 0.02% | +3,175 | New |
| Janney Montgomery Scott LLC | 3,172 | $207.0K | 0.00% | +3,172 | New |
| Carnegie Capital Asset Management, LLC | 3,100 | $202.6K | 0.01% | +3,100 | New |
| Oxford Asset Management LLP | 3,072 | $200.8K | 0.30% | +3,072 | New |
| Whittier Trust Co of Nevada Inc | 2,933 | $191.7K | 0.01% | −144−4.7% | Reduced |
| Northwest Capital Management Inc | 2,298 | $150.2K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,256 | $147.0K | 0.00% | +110+5.1% | Added |
| Whittier Trust Co | 2,205 | $144.1K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2,180 | $142.5K | 0.03% | +449+25.9% | Added |
| KBC Group NV | 1,946 | $127.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,921 | $125.5K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,842 | $120.4K | 0.00% | +1,842 | New |
| IFP Advisors, Inc | 1,715 | $112.1K | 0.01% | +121+7.6% | Added |
| Bangor Savings Bank | 1,654 | $108.1K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,639 | $107.1K | 0.02% | +402+32.5% | Added |
| TD Private Client Wealth LLC | 1,458 | $95.3K | 0.00% | +492+50.9% | Added |
| Impact Partnership Wealth, LLC | 1,437 | $93.9K | 0.03% | −551−27.7% | Reduced |
| Harbour Investments, Inc. | 1,325 | $86.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,252 | $82.0K | 0.06% | −6−0.5% | Reduced |
| Signaturefd, LLC | 1,172 | $76.6K | 0.00% | +389+49.7% | Added |
| Manchester Capital Management LLC | 1,054 | $68.9K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,048 | $68.5K | 0.07% | +1,048 | New |
| T. Rowe Price Investment Management, Inc. | 1,017 | $67.0K | 0.00% | +1,017 | New |
| Pacific Center for Financial Services | 1,000 | $65.3K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 1,000 | $64.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 862 | $56.3K | 0.00% | +54+6.7% | Added |
| GAMMA Investing LLC | 855 | $55.2K | 0.01% | +855 | New |
| Geneos Wealth Management Inc. | 800 | $52.3K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 781 | $51.0K | 0.01% | +3+0.4% | Added |
| AdvisorNet Financial, Inc | 732 | $47.8K | 0.00% | −697−48.8% | Reduced |
| Ronald Blue Trust, Inc. | 753 | $45.0K | 0.00% | +298+65.5% | Added |
| Central Trust Co | 665 | $43.5K | 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 |
| Federation des caisses Desjardins du Quebec | 595 | $38.9K | 0.00% | 00.0% | Unchanged |