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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1,602 | $114.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,650 | $118.1K | 0.05% | +1,049+174.5% | Added |
| Bangor Savings Bank | 1,654 | $118.4K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,800 | $128.8K | 0.04% | +1,800 | New |
| Jones Financial Companies LLLP | 1,898 | $135.9K | 0.00% | +1,744+1,132.5% | Added |
| TD Private Client Wealth LLC | 1,915 | $137.0K | 0.00% | −86−4.3% | Reduced |
| Principal Securities, Inc. | 2,010 | $143.9K | 0.00% | +62+3.2% | Added |
| Whittier Trust Co | 2,142 | $153.3K | 0.00% | −21−1.0% | Reduced |
| Bessemer Group Inc | 2,206 | $158.0K | 0.00% | +2,065+1,464.5% | Added |
| Northwest Capital Management Inc | 2,298 | $164.4K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,282 | $170.4K | 0.00% | +730+47.0% | Added |
| Ci Investments Inc. | 2,656 | $190.0K | 0.00% | −15−0.6% | Reduced |
| JJJ Advisors Inc. | 2,730 | $195.4K | 0.04% | +174+6.8% | Added |
| KBC Group NV | 2,761 | $198.0K | 0.00% | +293+11.9% | Added |
| National Asset Management, Inc. | 2,821 | $201.9K | 0.01% | +2,821 | New |
| Ambassador Advisors, LLC | 2,868 | $205.2K | 0.04% | −171−5.6% | Reduced |
| Valtinson Bruner Financial Planning LLC | 2,901 | $207.6K | 0.08% | −190−6.1% | Reduced |
| Resources Investment Advisors, LLC. | 2,923 | $209.2K | 0.00% | +2,923 | New |
| Machina Capital S.A.S. | 2,937 | $210.2K | 0.09% | +2,937 | New |
| Rafferty Asset Management, LLC | 2,971 | $212.6K | 0.00% | +2,971 | New |
| Stephens Inc | 2,976 | $213.0K | 0.00% | −126−4.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,998 | $214.5K | 0.01% | +2,998 | New |
| Whittier Trust Co of Nevada Inc | 3,009 | $215.3K | 0.01% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 3,018 | $216.0K | 0.02% | −982−24.6% | Reduced |
| Legend Financial Advisors, Inc. | 3,092 | $221.3K | 0.16% | +3,092 | New |
| Perigon Wealth Management, LLC | 3,152 | $225.6K | 0.01% | +21+0.7% | Added |
| Penobscot Investment Management Company, Inc. | 3,200 | $229.0K | 0.02% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 3,200 | $229.0K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,203 | $229.2K | 0.01% | +140+4.6% | Added |
| Chicago Partners Investment Group LLC | 3,111 | $232.5K | 0.01% | +10.0% | Added |
| Essex Financial Services, Inc. | 3,256 | $233.9K | 0.02% | +3,256 | New |
| Cambridge Investment Research Advisors, Inc. | 3,314 | $237.0K | 0.00% | +3,314 | New |
| Profund Advisors LLC | 3,331 | $238.4K | 0.01% | −872−20.7% | Reduced |
| Northeast Investment Management | 3,363 | $240.7K | 0.01% | −272−7.5% | Reduced |
| CIBC Asset Management Inc | 3,426 | $245.2K | 0.00% | 00.0% | Unchanged |
| M. Kraus & Co | 3,450 | $246.9K | 0.08% | −60−1.7% | Reduced |
| Leeward Financial Partners, LLC | 3,482 | $249.2K | 0.10% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 3,500 | $250.5K | 0.07% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 3,510 | $251.2K | 0.12% | +406+13.1% | Added |
| Quantum Private Wealth, LLC | 3,511 | $251.2K | 0.09% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 3,540 | $253.3K | 0.10% | +5+0.1% | Added |
| Trillium Asset Management, LLC | 3,604 | $258.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,651 | $261.3K | 0.01% | −17,859−83.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,688 | $263.9K | 0.02% | +3,688 | New |
| Quadrature Capital Ltd | 3,720 | $266.1K | 0.00% | −14,037−79.1% | Reduced |
| Diversify Wealth Management, LLC | 3,783 | $267.0K | 0.03% | +3,783 | New |
| Ballast Advisors LLC | 3,736 | $267.3K | 0.08% | −380−9.2% | Reduced |
| Janney Montgomery Scott LLC | 3,787 | $271.0K | 0.00% | +264+7.5% | Added |
| Riverwater Partners LLC | 3,798 | $271.8K | 0.20% | −240−5.9% | Reduced |
| Accredited Investors Inc. | 3,884 | $277.9K | 0.02% | +4+0.1% | Added |
| Eqis Capital Management, Inc. | 3,957 | $283.2K | 0.02% | +505+14.6% | Added |
| Wetherby Asset Management Inc | 3,970 | $284.1K | 0.01% | −1,654−29.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,010 | $287.0K | 0.01% | −546−12.0% | Reduced |
| SkyOak Wealth, LLC | 4,068 | $291.1K | 0.07% | −493−10.8% | Reduced |
| nVerses Capital, LLC | 4,100 | $293.4K | 0.18% | +1,100+36.7% | Added |
| Great Lakes Advisors, LLC | 4,109 | $294.0K | 0.00% | +4,109 | New |
| Atria Wealth Solutions, Inc. | 4,177 | $298.9K | 0.00% | −299−6.7% | Reduced |
| MML Investors Services, LLC | 4,235 | $303.0K | 0.00% | −132−3.0% | Reduced |
| Bayesian Capital Management, LP | 4,304 | $308.0K | 0.04% | +4,304 | New |
| Steward Partners Investment Advisory, LLC | 4,320 | $309.1K | 0.00% | −64−1.5% | Reduced |
| Argent Trust Co | 4,392 | $314.3K | 0.01% | +4,392 | New |
| Coldstream Capital Management Inc | 4,431 | $317.1K | 0.01% | +78+1.8% | Added |
| Smith Group Asset Management, LLC | 4,440 | $317.7K | 0.03% | +4,440 | New |
| Magnetar Financial LLC | 4,495 | $321.7K | 0.01% | +4,495 | New |
| SNS Financial Group, LLC | 4,554 | $325.9K | 0.04% | 00.0% | Unchanged |
| Somerville Kurt F | 4,625 | $331.0K | 0.06% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 4,530 | $332.1K | 0.09% | +4,530 | New |
| Oak Family Advisors, LLC | 4,742 | $339.3K | 0.13% | +197+4.3% | Added |
| Shelton Capital Management | 4,774 | $341.6K | 0.01% | −431−8.3% | Reduced |
| PrairieView Partners, LLC | 4,800 | $343.0K | 0.04% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 4,797 | $343.3K | 0.04% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 4,810 | $344.2K | 0.34% | +1,752+57.3% | Added |
| Bank of Nova Scotia | 4,842 | $346.5K | 0.00% | +459+10.5% | Added |
| CWM Advisors, LLC | 4,922 | $352.2K | 0.04% | +119+2.5% | Added |
| Parsons Capital Management Inc | 4,950 | $354.2K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,953 | $354.5K | 0.01% | +14+0.3% | Added |
| Aigen Investment Management, LP | 4,983 | $356.6K | 0.07% | +4,983 | New |
| Tower Research Capital LLC (TRC) | 4,988 | $356.9K | 0.01% | −607−10.8% | Reduced |
| Captrust Financial Advisors | 5,142 | $368.0K | 0.00% | +1,324+34.7% | Added |
| Dudley & Shanley, Inc. | 5,150 | $368.5K | 0.06% | +1,400+37.3% | Added |
| Two Sigma Investments, LP | 5,189 | $371.3K | 0.00% | −75,557−93.6% | Reduced |
| Wealthspire Advisors, LLC | 5,212 | $372.9K | 0.00% | +106+2.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,315 | $380.3K | 0.00% | +5,315 | New |
| XTX Topco Ltd | 5,375 | $384.6K | 0.03% | +5,375 | New |
| Great Valley Advisor Group, Inc. | 5,452 | $390.2K | 0.01% | −7−0.1% | Reduced |
| Tiaa Trust, National Association | 5,528 | $395.6K | 0.00% | +56+1.0% | Added |
| Trust Point Inc. | 5,658 | $404.9K | 0.03% | −366−6.1% | Reduced |
| Raymond James Trust N.A. | 5,677 | $406.2K | 0.01% | −188−3.2% | Reduced |
| Truist Financial Corp | 5,697 | $407.7K | 0.00% | +804+16.4% | Added |
| Boothbay Fund Management, LLC | 5,775 | $413.3K | 0.01% | +5,775 | New |
| Welch & Forbes LLC | 5,965 | $413.6K | 0.01% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 5,800 | $415.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,831 | $417.3K | 0.00% | −536−8.4% | Reduced |
| First National Bank of Omaha | 5,904 | $422.5K | 0.03% | 00.0% | Unchanged |
| TFG Advisers LLC | 5,908 | $422.8K | 0.16% | −227−3.7% | Reduced |
| Aristotle Capital Management, LLC | 6,000 | $429.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,006 | $430.0K | 0.00% | +2,399+66.5% | Added |
| Roberts Glore & Co Inc | 6,020 | $430.8K | 0.13% | 00.0% | Unchanged |
| Oak Thistle LLC | 6,295 | $450.5K | 0.33% | +6,295 | New |
| Zacks Investment Management | 6,385 | $456.9K | 0.01% | +462+7.8% | Added |