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, Q1 2024
Institutional positions in Donaldson Co Inc as of Mar 31, 2024. 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
- 504
- +37 vs. Q4 2023
- Shares held
- 103.5M
- +20.9K (0.0%) vs. Q4 2023
- Total value
- $7.73B
- +$969.0M (+14.3%) vs. Q4 2023
- New holders
- 69
- 157 more added
- Sold out
- 32
- 180 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Donaldson Co Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 2 | $149 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 4 | $296 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $299 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4 | $299 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 9 | $672 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $747 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 12 | $930 | 0.00% | +12 | New |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 15 | $1.12K | 0.00% | +9+150.0% | Added |
| Horizon Investments, LLC | 16 | $1.20K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 19 | $1.42K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $1.42K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $1.49K | 0.00% | +20 | New |
| Valued Wealth Advisors LLC | 20 | $1.49K | 0.00% | +20 | New |
| Gilliland Jeter Wealth Management LLC | 20 | $1.49K | 0.00% | +20 | New |
| TFC Financial Management | 20 | $1.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $1.57K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 22 | $1.64K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 22 | $1.64K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 22 | $1.64K | 0.00% | +22 | New |
| Hexagon Capital Partners LLC | 30 | $2.24K | 0.00% | +30 | New |
| SJS Investment Consulting Inc. | 30 | $2.24K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 34 | $2.54K | 0.00% | −34−50.0% | Reduced |
| Abich Financial Wealth Management LLC | 35 | $2.61K | 0.00% | +5+16.7% | Added |
| Umb Bank N A | 35 | $2.61K | 0.00% | +35 | New |
| Versant Capital Management, Inc | 36 | $2.69K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 43 | $3.21K | 0.00% | +43 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 45 | $3.36K | 0.00% | +37+462.5% | Added |
| Sachetta, LLC | 54 | $3.53K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $3.66K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 51 | $3.81K | 0.00% | +51 | New |
| Capital Advisors, Ltd. LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 68 | $5.08K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 73 | $5.45K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 85 | $6.35K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 99 | $6.47K | 0.00% | +99 | New |
| Quent Capital, LLC | 88 | $6.59K | 0.00% | +1+1.1% | Added |
| Private Wealth Management Group, LLC | 90 | $6.72K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 91 | $6.79K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 101 | $7.54K | 0.00% | +101 | New |
| VitalStone Financial, LLC | 101 | $8.00K | 0.01% | +101 | New |
| JNBA Financial Advisors | 112 | $8.37K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 115 | $8.59K | 0.00% | −180−61.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 120 | $8.96K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 124 | $9.26K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 124 | $9.26K | 0.00% | +87+235.1% | Added |
| GPS Wealth Strategies Group, LLC | 140 | $10.5K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 143 | $10.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 147 | $11.0K | 0.00% | +74+101.4% | Added |
| Bessemer Group Inc | 141 | $11.0K | 0.00% | −78−35.6% | Reduced |
| Parkside Financial Bank & Trust | 148 | $11.1K | 0.00% | +5+3.5% | Added |
| Jones Financial Companies LLLP | 154 | $11.5K | 0.00% | −23−13.0% | Reduced |
| Massmutual Trust Co FSB | 161 | $12.0K | 0.00% | −1−0.6% | Reduced |
| JFS Wealth Advisors, LLC | 169 | $12.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 171 | $12.8K | 0.00% | +171 | New |
| Hoese & Co LLP | 180 | $12.9K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 195 | $14.4K | 0.00% | +7+3.7% | Added |
| Cohen & Steers, Inc. | 214 | $16.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 268 | $20.0K | 0.00% | +268 | New |
| Rise Advisors, LLC | 283 | $21.1K | 0.01% | +283 | New |
| First Horizon Advisors, Inc. | 286 | $21.4K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 310 | $23.2K | 0.02% | +310 | New |
| Headlands Technologies LLC | 315 | $23.5K | 0.01% | +315 | New |
| Eagle Bay Advisors LLC | 339 | $25.3K | 0.02% | +112+49.3% | Added |
| Colonial Trust Co | 349 | $26.1K | 0.00% | +149+74.5% | Added |
| Park Place Capital Corp | 356 | $26.6K | 0.01% | +356 | New |
| Pflug Koory, LLC | 360 | $26.9K | 0.01% | −75−17.2% | Reduced |
| Asset Dedication, LLC | 377 | $28.0K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 395 | $29.5K | 0.00% | −47−10.6% | Reduced |
| Catalyst Capital Advisors LLC | 395 | $29.5K | 0.00% | −47−10.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 442 | $33.0K | 0.00% | −153−25.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 444 | $33.2K | 0.00% | +58+15.0% | Added |
| Quadrant Capital Group LLC | 474 | $35.4K | 0.00% | −41−8.0% | Reduced |
| Global Retirement Partners, LLC | 514 | $38.4K | 0.00% | +476+1,252.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 537 | $40.1K | 0.00% | +537 | New |
| Lindbrook Capital, LLC | 558 | $41.7K | 0.00% | +85+18.0% | Added |
| Harbour Investments, Inc. | 592 | $44.2K | 0.00% | −733−55.3% | Reduced |
| Webster Bank, N. A. | 594 | $44.4K | 0.00% | −56−8.6% | Reduced |
| Quarry LP | 601 | $44.9K | 0.02% | +233+63.3% | Added |
| HM Payson & Co | 604 | $45.1K | 0.00% | +192+46.6% | Added |
| Riverview Trust Co | 616 | $46.0K | 0.04% | +616 | New |
| Trust Co of Vermont | 650 | $48.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 665 | $49.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 700 | $52.3K | 0.00% | +700 | New |
| Sunbelt Securities, Inc. | 700 | $52.3K | 0.01% | +700 | New |
| EverSource Wealth Advisors, LLC | 766 | $55.3K | 0.00% | +184+31.6% | Added |
| Gleason Group, Inc. | 784 | $58.5K | 0.01% | +3+0.4% | Added |
| Geneos Wealth Management Inc. | 800 | $59.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 859 | $64.2K | 0.01% | +4+0.5% | Added |
| Fifth Third Bancorp | 918 | $68.6K | 0.00% | +56+6.5% | Added |
| Pacific Center for Financial Services | 1,000 | $74.7K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 1,000 | $75.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,054 | $78.7K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,110 | $82.1K | 0.06% | +1,110 | New |
| Signaturefd, LLC | 1,157 | $86.4K | 0.00% | −15−1.3% | Reduced |
| Impact Partnership Wealth, LLC | 1,410 | $105.3K | 0.04% | −27−1.9% | Reduced |
| Walleye Trading LLC | 1,492 | $111.4K | 0.00% | +1,492 | New |
| Ronald Blue Trust, Inc. | 1,552 | $115.9K | 0.00% | +799+106.1% | Added |
| IFP Advisors, Inc | 1,602 | $119.7K | 0.01% | −113−6.6% | Reduced |