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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 582 | $38.0K | 0.00% | +21+3.7% | Added |
| Quadrant Capital Group LLC | 515 | $33.7K | 0.00% | −20−3.7% | Reduced |
| PEAK6 Investments LLC | 509 | $33.3K | 0.00% | −1,834−78.3% | Reduced |
| Lindbrook Capital, LLC | 473 | $30.9K | 0.00% | +174+58.2% | Added |
| 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 |
| Pflug Koory, LLC | 435 | $28.4K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 418 | $27.3K | 0.02% | +418 | New |
| HM Payson & Co | 412 | $26.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 386 | $25.2K | 0.00% | +67+21.0% | Added |
| Asset Dedication, LLC | 377 | $25.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 368 | $24.0K | 0.01% | +368 | New |
| Tradition Wealth Management, LLC | 301 | $20.0K | 0.00% | +1+0.3% | Added |
| Proequities, Inc. | 295 | $19.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 286 | $18.7K | 0.00% | −16−5.3% | Reduced |
| Eagle Bay Advisors LLC | 227 | $14.8K | 0.01% | −17−7.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 216 | $14.1K | 0.00% | +216 | New |
| Cohen & Steers, Inc. | 214 | $14.0K | 0.00% | +37+20.9% | Added |
| Bessemer Group Inc | 219 | $14.0K | 0.00% | +118+116.8% | Added |
| Colonial Trust Co | 200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 188 | $12.3K | 0.00% | +169+889.5% | Added |
| Tobam | 185 | $12.0K | 0.00% | +178+2,542.9% | Added |
| Jones Financial Companies LLLP | 177 | $11.6K | 0.00% | +177 | New |
| JFS Wealth Advisors, LLC | 169 | $11.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 182 | $11.0K | 0.00% | +182 | New |
| Hoese & Co LLP | 180 | $10.9K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 162 | $10.6K | 0.00% | −79−32.8% | Reduced |
| West Tower Group, LLC | 161 | $10.5K | 0.02% | −117−42.1% | Reduced |
| Parkside Financial Bank & Trust | 143 | $9.35K | 0.00% | +5+3.6% | Added |
| Operose Advisors LLC | 143 | $9.35K | 0.00% | −240−62.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 140 | $9.15K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 125 | $8.17K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 124 | $8.10K | 0.00% | +124 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 120 | $7.63K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 112 | $7.32K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 91 | $6.52K | 0.00% | −800−89.8% | Reduced |
| Private Wealth Management Group, LLC | 90 | $5.88K | 0.00% | +90 | New |
| Quent Capital, LLC | 87 | $5.70K | 0.00% | −35−28.7% | Reduced |
| Creative Financial Designs Inc | 85 | $5.55K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Sachetta, LLC | 54 | $3.53K | 0.00% | +54 | New |
| Farmers & Merchants Investments Inc | 49 | $3.20K | 0.00% | −4−7.5% | Reduced |
| Capital Advisors, Ltd. LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 37 | $2.42K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 38 | $2.41K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 36 | $2.35K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 33 | $2.16K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 38 | $2.00K | 0.00% | +38 | New |
| SJS Investment Consulting Inc. | 30 | $1.96K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 30 | $1.96K | 0.00% | +30 | New |
| West Paces Advisors Inc. | 24 | $1.57K | 0.00% | +24 | New |
| Clearstead Advisors, LLC | 22 | $1.44K | 0.00% | −71−76.3% | Reduced |
| Financial Perspectives, Inc | 22 | $1.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $1.37K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 21 | $1.37K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.24K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $1.24K | 0.00% | +19 | New |
| Arlington Trust Co LLC | 18 | $1.18K | 0.00% | +18 | New |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $654 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 9 | $588 | 0.00% | +9 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $523 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 6 | $392 | 0.00% | +6 | New |
| Assetmark, Inc | 5 | $327 | 0.00% | +5 | New |
| Bokf, NA | 4 | $261 | 0.00% | −84−95.5% | Reduced |
| Tfo-TDC, LLC | 4 | $261 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $131 | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −36,324−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −27,223−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −26,925−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −18,250−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −14,578−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −10,504−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −9,032−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −8,464−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −7,185−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −7,167−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −6,903−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,828−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −4,637−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −4,556−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,888−100.0% | Sold out |
| Troluce Capital Advisors LLC | 0 | $0 | 0.00% | −3,720−100.0% | Sold out |
| CWS Financial Advisors, LLC | 0 | $0 | 0.00% | −3,378−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −2,910−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,090−100.0% | Sold out |
| Sittner & Nelson, LLC | 0 | $0 | 0.00% | −676−100.0% | Sold out |
| Artemis Wealth Advisors, LLC | 0 | $0 | 0.00% | −641−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −616−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −24−100.0% | Sold out |