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, Q2 2024
Institutional positions in Donaldson Co Inc as of Jun 30, 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
- 517
- +17 vs. Q1 2024
- Shares held
- 102.3M
- −769.8K (−0.7%) vs. Q1 2024
- Total value
- $7.32B
- −$373.1M (−4.9%) vs. Q1 2024
- New holders
- 58
- 186 more added
- Sold out
- 41
- 179 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Donaldson Co Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 8 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $143 | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 2 | $143 | 0.00% | +2 | New |
| Bokf, NA | 4 | $286 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $286 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 9 | $644 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $715 | 0.00% | −527−98.1% | Reduced |
| Longfellow Investment Management Co LLC | 10 | $716 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 15 | $1.07K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 16 | $1.15K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.36K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $1.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $1.50K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 22 | $1.57K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 22 | $1.57K | 0.00% | +2+10.0% | Added |
| DiNuzzo Private Wealth, Inc. | 22 | $1.57K | 0.00% | +3+15.8% | Added |
| Beacon Capital Management, LLC | 22 | $1.58K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 26 | $1.86K | 0.00% | +26 | New |
| SJS Investment Consulting Inc. | 30 | $2.15K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 31 | $2.22K | 0.00% | −4−11.4% | Reduced |
| Fortis Group Advisors, LLC | 34 | $2.43K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 34 | $2.43K | 0.00% | +34 | New |
| Capital Analysts, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 42 | $3.05K | 0.00% | +42 | New |
| Concord Wealth Partners | 43 | $3.08K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 49 | $3.51K | 0.00% | −2−3.9% | Reduced |
| Farmers & Merchants Investments Inc | 49 | $3.51K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 50 | $3.58K | 0.00% | +50 | New |
| Financial Network Wealth Advisors LLC | 52 | $3.72K | 0.00% | +52 | New |
| Sugarloaf Wealth Management, LLC | 68 | $4.87K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 73 | $5.22K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 70 | $5.26K | 0.00% | +16+29.6% | Added |
| Umb Bank N A | 76 | $5.44K | 0.00% | +41+117.1% | Added |
| Capital Advisors, Ltd. LLC | 88 | $6.00K | 0.00% | +39+79.6% | Added |
| Creative Financial Designs Inc | 85 | $6.08K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 90 | $6.44K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 91 | $6.51K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 101 | $7.23K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 105 | $7.51K | 0.00% | −19−15.3% | Reduced |
| Quent Capital, LLC | 108 | $7.75K | 0.00% | +20+22.7% | Added |
| Clearstead Advisors, LLC | 110 | $7.87K | 0.00% | +88+400.0% | Added |
| JNBA Financial Advisors | 112 | $8.02K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 120 | $8.59K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 130 | $9.30K | 0.00% | +15+13.0% | Added |
| Private Trust Co NA | 138 | $9.88K | 0.00% | −9−6.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 140 | $10.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 143 | $10.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 158 | $11.3K | 0.00% | −3−1.9% | Reduced |
| JFS Wealth Advisors, LLC | 169 | $12.1K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 174 | $12.5K | 0.00% | +174 | New |
| Hoese & Co LLP | 180 | $13.3K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 189 | $13.5K | 0.00% | +189 | New |
| Colonial Trust Co | 200 | $14.3K | 0.00% | −149−42.7% | Reduced |
| Cohen & Steers, Inc. | 207 | $15.0K | 0.00% | −7−3.3% | Reduced |
| Parkside Financial Bank & Trust | 213 | $15.2K | 0.00% | +65+43.9% | Added |
| Innealta Capital, LLC | 242 | $17.3K | 0.01% | +242 | New |
| Smartleaf Asset Management LLC | 247 | $17.6K | 0.00% | +76+44.4% | Added |
| AdvisorNet Financial, Inc | 250 | $17.9K | 0.00% | +250 | New |
| Rise Advisors, LLC | 284 | $20.3K | 0.01% | +1+0.4% | Added |
| First Horizon Advisors, Inc. | 286 | $20.5K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 339 | $24.3K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 377 | $27.0K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 398 | $28.5K | 0.00% | +3+0.8% | Added |
| Catalyst Capital Advisors LLC | 398 | $28.5K | 0.00% | +3+0.8% | Added |
| V-Square Quantitative Management LLC | 398 | $28.5K | 0.00% | +130+48.5% | Added |
| GAMMA Investing LLC | 418 | $29.9K | 0.00% | −441−51.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 442 | $31.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 476 | $34.1K | 0.00% | +2+0.4% | Added |
| Venturi Wealth Management, LLC | 483 | $34.6K | 0.00% | +359+289.5% | Added |
| Webster Bank, N. A. | 494 | $35.4K | 0.00% | −100−16.8% | Reduced |
| Lindbrook Capital, LLC | 517 | $37.0K | 0.00% | −41−7.3% | Reduced |
| Mather Group, LLC. | 503 | $37.6K | 0.00% | +404+408.1% | Added |
| Versant Capital Management, Inc | 530 | $37.9K | 0.01% | +494+1,372.2% | Added |
| SRS Capital Advisors, Inc. | 603 | $43.2K | 0.00% | +603 | New |
| HM Payson & Co | 604 | $43.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 618 | $43.7K | 0.00% | +423+216.9% | Added |
| Harbour Investments, Inc. | 635 | $45.4K | 0.00% | +43+7.3% | Added |
| Trust Co of Vermont | 650 | $46.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 665 | $47.6K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 697 | $49.9K | 0.00% | +697 | New |
| Montag A & Associates Inc | 700 | $50.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 703 | $50.3K | 0.01% | +3+0.4% | Added |
| Gleason Group, Inc. | 787 | $56.3K | 0.01% | +3+0.4% | Added |
| Geneos Wealth Management Inc. | 800 | $57.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 781 | $58.4K | 0.00% | +15+2.0% | Added |
| Bullock Wealth Management Group | 857 | $60.6K | 0.04% | −253−22.8% | Reduced |
| National Bank of Canada | 1,000 | $70.8K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,000 | $71.6K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,009 | $72.2K | 0.00% | +91+9.9% | Added |
| Headlands Technologies LLC | 1,011 | $72.3K | 0.01% | +696+221.0% | Added |
| Simplex Trading, LLC | 1,059 | $75.0K | 0.00% | +1,059 | New |
| Manchester Capital Management LLC | 1,051 | $75.2K | 0.01% | −3−0.3% | Reduced |
| Signaturefd, LLC | 1,173 | $83.9K | 0.00% | +16+1.4% | Added |
| Covestor Ltd | 1,228 | $88.0K | 0.06% | −539−30.5% | Reduced |
| USA Financial Portformulas Corp | 1,245 | $89.1K | 0.01% | −397−24.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,269 | $90.8K | 0.00% | +825+185.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,495 | $107.0K | 0.02% | +1,495 | New |
| Nkcfo LLC | 1,545 | $111.0K | 0.06% | +1,545 | New |