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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, 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.

Institutional holdersQ1 2024: 504 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 heldQ1 2024: $7.73B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Donaldson Co Inc; share changes are against Q4 2023.

Institutions holding DCI in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Ellevest, Inc.7,746$578.5K0.04%+64+0.8%Added
Prelude Capital Management, LLC7,274$543.2K0.04%−87−1.2%Reduced
North Star Asset Management Inc7,197$537.5K0.03%00.0%Unchanged
Occudo Quantitative Strategies LP7,191$537.0K0.09%+7,191New
Broadwater Capital Management LLC7,100$530.2K0.41%00.0%Unchanged
Point72 (DIFC) Ltd7,086$529.2K0.04%+7,086New
Keebeck Alpha, LP6,958$519.6K0.34%−403−5.5%Reduced
Toroso Investments, LLC6,931$517.6K0.01%−1,872−21.3%Reduced
Mirabella Financial Services LLP6,780$506.3K0.04%+6,780New
GWM Advisors LLC6,367$475.5K0.00%−929−12.7%Reduced
Summit Trail Advisors, LLC6,245$466.4K0.01%+85+1.4%Added
Donoghue Forlines LLC6,203$463.2K0.13%−831−11.8%Reduced
TFG Advisers LLC6,135$458.1K0.18%+14+0.2%Added
Trust Point Inc.6,024$449.9K0.04%+307+5.4%Added
Roberts Glore & Co Inc6,020$449.6K0.13%−185−3.0%Reduced
Aristotle Capital Management, LLC6,000$448.1K0.00%00.0%Unchanged
Guggenheim Capital LLC5,974$446.1K0.00%−26,008−81.3%Reduced
Welch & Forbes LLC5,965$445.5K0.01%00.0%Unchanged
Zacks Investment Management5,923$442.4K0.00%+5,923New
Baader Bank INC5,900$440.6K0.04%+5,900New
Dark Forest Capital Management LP5,888$439.7K0.07%+5,888New
Raymond James Trust N.A.5,865$438.0K0.01%−16−0.3%Reduced
Azimuth Capital Investment Management LLC5,800$433.1K0.02%−250−4.1%Reduced
Virtu Financial LLC5,678$424.0K0.03%+5,678New
Wetherby Asset Management Inc5,624$420.0K0.02%00.0%Unchanged
Sabal Trust CO5,600$418.2K0.02%00.0%Unchanged
Tower Research Capital LLC (TRC)5,595$417.8K0.01%−12,955−69.8%Reduced
Tiaa Trust, National Association5,472$408.6K0.00%+1,653+43.3%Added
Great Valley Advisor Group, Inc.5,459$407.8K0.01%−35−0.6%Reduced
State of Wyoming5,417$404.5K0.07%−881−14.0%Reduced
First National Bank of Omaha5,904$395.9K0.03%00.0%Unchanged
Shelton Capital Management5,205$388.7K0.01%00.0%Unchanged
Wealthspire Advisors, LLC5,106$381.3K0.01%+140+2.8%Added
Parsons Capital Management Inc4,950$369.7K0.03%00.0%Unchanged
Ballentine Partners, LLC4,939$368.9K0.01%−83−1.7%Reduced
Truist Financial Corp4,893$365.4K0.00%+14+0.3%Added
PrairieView Partners, LLC4,800$359.0K0.04%00.0%Unchanged
CWM Advisors, LLC4,803$358.7K0.04%−1,074−18.3%Reduced
Isthmus Partners, LLC4,797$358.2K0.04%00.0%Unchanged
Shell Asset Management Co4,956$355.0K0.02%−492−9.0%Reduced
Somerville Kurt F4,625$345.4K0.06%−50−1.1%Reduced
SkyOak Wealth, LLC4,561$340.6K0.08%+228+5.3%Added
Hennion & Walsh Asset Management, Inc.4,556$340.2K0.02%−71−1.5%Reduced
SNS Financial Group, LLC4,554$340.1K0.04%00.0%Unchanged
Oak Family Advisors, LLC4,545$339.4K0.13%00.0%Unchanged
Atria Wealth Solutions, Inc.4,476$334.3K0.00%+70+1.6%Added
Steward Partners Investment Advisory, LLC4,384$327.4K0.00%−326−6.9%Reduced
Bank of Nova Scotia4,383$327.3K0.00%−2,231−33.7%Reduced
MML Investors Services, LLC4,367$326.0K0.00%+4,367New
Coldstream Capital Management Inc4,353$325.1K0.01%+488+12.6%Added
Stonebridge Capital Advisors LLC4,245$317.0K0.03%00.0%Unchanged
Profund Advisors LLC4,203$313.9K0.01%+533+14.5%Added
Diversify Advisory Services, LLC4,187$309.7K0.02%+4,187New
Ballast Advisors LLC4,116$307.4K0.10%+812+24.6%Added
Riverwater Partners LLC4,038$301.6K0.22%00.0%Unchanged
Hemenway Trust Co LLC4,000$298.7K0.03%−400−9.1%Reduced
Accredited Investors Inc.3,880$289.8K0.02%+3+0.1%Added
Captrust Financial Advisors3,818$285.1K0.00%−2,524−39.8%Reduced
Dudley & Shanley, Inc.3,750$280.1K0.05%+3,750New
Aristides Capital LLC3,729$278.5K0.12%+3,729New
Avantax Advisory Services, Inc.3,660$273.3K0.00%+2+0.1%Added
Northeast Investment Management3,635$271.5K0.01%−512−12.3%Reduced
CWM, LLC3,607$269.0K0.00%−22−0.6%Reduced
Trillium Asset Management, LLC3,604$269.0K0.01%00.0%Unchanged
ISAM Funds (UK) Ltd3,559$265.8K0.15%+3,559New
Stiles Financial Services Inc3,535$263.9K0.11%+10+0.3%Added
Janney Montgomery Scott LLC3,523$263.0K0.00%+351+11.1%Added
Quantum Private Wealth, LLC3,511$262.2K0.10%00.0%Unchanged
M. Kraus & Co3,510$262.1K0.08%00.0%Unchanged
Encompass Wealth Advisors, LLC3,500$261.4K0.07%00.0%Unchanged
Leeward Financial Partners, LLC3,482$260.0K0.11%00.0%Unchanged
Eqis Capital Management, Inc.3,452$257.8K0.02%+3,452New
Campbell & CO Investment Adviser LLC3,446$257.3K0.02%−5,991−63.5%Reduced
CIBC Asset Management Inc3,426$255.9K0.00%00.0%Unchanged
Penobscot Investment Management Company, Inc.3,200$239.0K0.03%00.0%Unchanged
Avidian Wealth Solutions, LLC3,200$239.0K0.01%00.0%Unchanged
Armstrong Henry H Associates Inc3,175$237.1K0.02%00.0%Unchanged
Washington Trust Bank3,150$235.2K0.02%−690−18.0%Reduced
Perigon Wealth Management, LLC3,131$233.8K0.01%+3,131New
Gen-Wealth Partners Inc3,104$231.8K0.11%+3,104New
Stephens Inc3,102$231.7K0.00%−125−3.9%Reduced
Valtinson Bruner Financial Planning LLC3,091$230.8K0.10%−350−10.2%Reduced
We Are One Seven, LLC3,063$228.7K0.01%+3,063New
Oxford Asset Management LLP3,058$228.4K0.25%−14−0.5%Reduced
Ambassador Advisors, LLC3,039$227.0K0.04%+3,039New
Chicago Partners Investment Group LLC3,110$225.3K0.01%+3,110New
Whittier Trust Co of Nevada Inc3,009$224.7K0.01%+76+2.6%Added
nVerses Capital, LLC3,000$224.0K0.54%+3,000New
Genus Capital Management Inc.2,900$216.6K0.03%+2,900New
Catalyst Funds Management Pty Ltd2,900$216.6K0.06%+2,900New
Lincoln National Corp2,856$213.3K0.00%+2,856New
LCNB Corp2,775$207.2K0.07%+2,775New
Checchi Capital Advisers, LLC2,694$201.2K0.02%+2,694New
Ci Investments Inc.2,671$199.0K0.00%+415+18.4%Added
JJJ Advisors Inc.2,556$190.9K0.04%+376+17.2%Added
KBC Group NV2,468$184.0K0.00%+522+26.8%Added
Northwest Capital Management Inc2,298$171.6K0.05%00.0%Unchanged
Whittier Trust Co2,163$161.5K0.00%−42−1.9%Reduced
TD Private Client Wealth LLC2,001$149.4K0.00%+543+37.2%Added
EntryPoint Capital, LLC1,986$148.3K0.13%+938+89.5%Added