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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 1,948 | $145.5K | 0.00% | +106+5.8% | Added |
| Covestor Ltd | 1,767 | $132.0K | 0.08% | +515+41.1% | Added |
| Bangor Savings Bank | 1,654 | $123.5K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,642 | $122.6K | 0.02% | +3+0.2% | Added |
| IFP Advisors, Inc | 1,602 | $119.7K | 0.01% | −113−6.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,552 | $115.9K | 0.00% | +799+106.1% | Added |
| Walleye Trading LLC | 1,492 | $111.4K | 0.00% | +1,492 | New |
| Impact Partnership Wealth, LLC | 1,410 | $105.3K | 0.04% | −27−1.9% | Reduced |
| Signaturefd, LLC | 1,157 | $86.4K | 0.00% | −15−1.3% | Reduced |
| Bullock Wealth Management Group | 1,110 | $82.1K | 0.06% | +1,110 | New |
| Manchester Capital Management LLC | 1,054 | $78.7K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 1,000 | $75.1K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,000 | $74.7K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 918 | $68.6K | 0.00% | +56+6.5% | Added |
| GAMMA Investing LLC | 859 | $64.2K | 0.01% | +4+0.5% | Added |
| Geneos Wealth Management Inc. | 800 | $59.7K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 784 | $58.5K | 0.01% | +3+0.4% | Added |
| EverSource Wealth Advisors, LLC | 766 | $55.3K | 0.00% | +184+31.6% | Added |
| Montag A & Associates Inc | 700 | $52.3K | 0.00% | +700 | New |
| Sunbelt Securities, Inc. | 700 | $52.3K | 0.01% | +700 | New |
| Central Trust Co | 665 | $49.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 650 | $48.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 616 | $46.0K | 0.04% | +616 | New |
| HM Payson & Co | 604 | $45.1K | 0.00% | +192+46.6% | Added |
| Quarry LP | 601 | $44.9K | 0.02% | +233+63.3% | Added |
| Webster Bank, N. A. | 594 | $44.4K | 0.00% | −56−8.6% | Reduced |
| Harbour Investments, Inc. | 592 | $44.2K | 0.00% | −733−55.3% | Reduced |
| Lindbrook Capital, LLC | 558 | $41.7K | 0.00% | +85+18.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 537 | $40.1K | 0.00% | +537 | New |
| Global Retirement Partners, LLC | 514 | $38.4K | 0.00% | +476+1,252.6% | Added |
| Quadrant Capital Group LLC | 474 | $35.4K | 0.00% | −41−8.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 444 | $33.2K | 0.00% | +58+15.0% | Added |
| Federation des caisses Desjardins du Quebec | 442 | $33.0K | 0.00% | −153−25.7% | Reduced |
| 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 |
| Asset Dedication, LLC | 377 | $28.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 360 | $26.9K | 0.01% | −75−17.2% | Reduced |
| Park Place Capital Corp | 356 | $26.6K | 0.01% | +356 | New |
| Colonial Trust Co | 349 | $26.1K | 0.00% | +149+74.5% | Added |
| Eagle Bay Advisors LLC | 339 | $25.3K | 0.02% | +112+49.3% | Added |
| Headlands Technologies LLC | 315 | $23.5K | 0.01% | +315 | New |
| New Covenant Trust Company, N.A. | 310 | $23.2K | 0.02% | +310 | New |
| First Horizon Advisors, Inc. | 286 | $21.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 283 | $21.1K | 0.01% | +283 | New |
| V-Square Quantitative Management LLC | 268 | $20.0K | 0.00% | +268 | New |
| Cohen & Steers, Inc. | 214 | $16.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 195 | $14.4K | 0.00% | +7+3.7% | Added |
| Hoese & Co LLP | 180 | $12.9K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 171 | $12.8K | 0.00% | +171 | New |
| JFS Wealth Advisors, LLC | 169 | $12.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 161 | $12.0K | 0.00% | −1−0.6% | Reduced |
| Jones Financial Companies LLLP | 154 | $11.5K | 0.00% | −23−13.0% | Reduced |
| Parkside Financial Bank & Trust | 148 | $11.1K | 0.00% | +5+3.5% | Added |
| Bessemer Group Inc | 141 | $11.0K | 0.00% | −78−35.6% | Reduced |
| Private Trust Co NA | 147 | $11.0K | 0.00% | +74+101.4% | Added |
| Operose Advisors LLC | 143 | $10.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 140 | $10.5K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 124 | $9.26K | 0.00% | +87+235.1% | Added |
| SYSTM Wealth Solutions LLC | 124 | $9.26K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 120 | $8.96K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 115 | $8.59K | 0.00% | −180−61.0% | Reduced |
| JNBA Financial Advisors | 112 | $8.37K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 101 | $8.00K | 0.01% | +101 | New |
| LRI Investments, LLC | 101 | $7.54K | 0.00% | +101 | New |
| Adirondack Trust Co | 91 | $6.79K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 90 | $6.72K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 88 | $6.59K | 0.00% | +1+1.1% | Added |
| Mather Group, LLC. | 99 | $6.47K | 0.00% | +99 | New |
| Creative Financial Designs Inc | 85 | $6.35K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 73 | $5.45K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 68 | $5.08K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 51 | $3.81K | 0.00% | +51 | New |
| Farmers & Merchants Investments Inc | 49 | $3.66K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 54 | $3.53K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 45 | $3.36K | 0.00% | +37+462.5% | Added |
| Concord Wealth Partners | 43 | $3.21K | 0.00% | +43 | New |
| Capital Analysts, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 36 | $2.69K | 0.00% | 00.0% | Unchanged |
| 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 |
| Fortis Group Advisors, LLC | 34 | $2.54K | 0.00% | −34−50.0% | Reduced |
| SJS Investment Consulting Inc. | 30 | $2.24K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 30 | $2.24K | 0.00% | +30 | New |
| Financial Perspectives, Inc | 22 | $1.64K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 22 | $1.64K | 0.00% | +22 | New |
| Clearstead Advisors, LLC | 22 | $1.64K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $1.57K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $1.50K | 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 |
| Raffa Wealth Management, LLC | 19 | $1.42K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $1.42K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 16 | $1.20K | 0.00% | +16 | New |
| Institutional & Family Asset Management, LLC | 15 | $1.12K | 0.00% | +9+150.0% | Added |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 12 | $930 | 0.00% | +12 | New |
| Longfellow Investment Management Co LLC | 10 | $747 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 9 | $672 | 0.00% | 00.0% | Unchanged |