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 |
|---|---|---|---|---|---|
| Valtinson Bruner Financial Planning LLC | 2,901 | $207.6K | 0.08% | −190−6.1% | Reduced |
| Ambassador Advisors, LLC | 2,868 | $205.2K | 0.04% | −171−5.6% | Reduced |
| National Asset Management, Inc. | 2,821 | $201.9K | 0.01% | +2,821 | New |
| KBC Group NV | 2,761 | $198.0K | 0.00% | +293+11.9% | Added |
| JJJ Advisors Inc. | 2,730 | $195.4K | 0.04% | +174+6.8% | Added |
| Ci Investments Inc. | 2,656 | $190.0K | 0.00% | −15−0.6% | Reduced |
| Ronald Blue Trust, Inc. | 2,282 | $170.4K | 0.00% | +730+47.0% | Added |
| Northwest Capital Management Inc | 2,298 | $164.4K | 0.06% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,206 | $158.0K | 0.00% | +2,065+1,464.5% | Added |
| Whittier Trust Co | 2,142 | $153.3K | 0.00% | −21−1.0% | Reduced |
| Principal Securities, Inc. | 2,010 | $143.9K | 0.00% | +62+3.2% | Added |
| TD Private Client Wealth LLC | 1,915 | $137.0K | 0.00% | −86−4.3% | Reduced |
| Jones Financial Companies LLLP | 1,898 | $135.9K | 0.00% | +1,744+1,132.5% | Added |
| Paradigm Asset Management Co LLC | 1,800 | $128.8K | 0.04% | +1,800 | New |
| Bangor Savings Bank | 1,654 | $118.4K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,650 | $118.1K | 0.05% | +1,049+174.5% | Added |
| IFP Advisors, Inc | 1,602 | $114.7K | 0.00% | 00.0% | Unchanged |
| Nkcfo LLC | 1,545 | $111.0K | 0.06% | +1,545 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 1,495 | $107.0K | 0.02% | +1,495 | New |
| Northwestern Mutual Wealth Management Co | 1,269 | $90.8K | 0.00% | +825+185.8% | Added |
| USA Financial Portformulas Corp | 1,245 | $89.1K | 0.01% | −397−24.2% | Reduced |
| Covestor Ltd | 1,228 | $88.0K | 0.06% | −539−30.5% | Reduced |
| Signaturefd, LLC | 1,173 | $83.9K | 0.00% | +16+1.4% | Added |
| Manchester Capital Management LLC | 1,051 | $75.2K | 0.01% | −3−0.3% | Reduced |
| Simplex Trading, LLC | 1,059 | $75.0K | 0.00% | +1,059 | New |
| Headlands Technologies LLC | 1,011 | $72.3K | 0.01% | +696+221.0% | Added |
| Fifth Third Bancorp | 1,009 | $72.2K | 0.00% | +91+9.9% | Added |
| Pacific Center for Financial Services | 1,000 | $71.6K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 1,000 | $70.8K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 857 | $60.6K | 0.04% | −253−22.8% | Reduced |
| EverSource Wealth Advisors, LLC | 781 | $58.4K | 0.00% | +15+2.0% | Added |
| Geneos Wealth Management Inc. | 800 | $57.2K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 787 | $56.3K | 0.01% | +3+0.4% | Added |
| Sunbelt Securities, Inc. | 703 | $50.3K | 0.01% | +3+0.4% | Added |
| Montag A & Associates Inc | 700 | $50.1K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 697 | $49.9K | 0.00% | +697 | New |
| Central Trust Co | 665 | $47.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 650 | $46.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 635 | $45.4K | 0.00% | +43+7.3% | Added |
| Farther Finance Advisors, LLC | 618 | $43.7K | 0.00% | +423+216.9% | Added |
| HM Payson & Co | 604 | $43.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 603 | $43.2K | 0.00% | +603 | New |
| Versant Capital Management, Inc | 530 | $37.9K | 0.01% | +494+1,372.2% | Added |
| Mather Group, LLC. | 503 | $37.6K | 0.00% | +404+408.1% | Added |
| Lindbrook Capital, LLC | 517 | $37.0K | 0.00% | −41−7.3% | Reduced |
| Webster Bank, N. A. | 494 | $35.4K | 0.00% | −100−16.8% | Reduced |
| Venturi Wealth Management, LLC | 483 | $34.6K | 0.00% | +359+289.5% | Added |
| Quadrant Capital Group LLC | 476 | $34.1K | 0.00% | +2+0.4% | Added |
| Federation des caisses Desjardins du Quebec | 442 | $31.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 418 | $29.9K | 0.00% | −441−51.3% | Reduced |
| 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 |
| Asset Dedication, LLC | 377 | $27.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 339 | $24.3K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 286 | $20.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 284 | $20.3K | 0.01% | +1+0.4% | Added |
| AdvisorNet Financial, Inc | 250 | $17.9K | 0.00% | +250 | New |
| Smartleaf Asset Management LLC | 247 | $17.6K | 0.00% | +76+44.4% | Added |
| Innealta Capital, LLC | 242 | $17.3K | 0.01% | +242 | New |
| Parkside Financial Bank & Trust | 213 | $15.2K | 0.00% | +65+43.9% | Added |
| Cohen & Steers, Inc. | 207 | $15.0K | 0.00% | −7−3.3% | Reduced |
| Colonial Trust Co | 200 | $14.3K | 0.00% | −149−42.7% | Reduced |
| Opal Wealth Advisors, LLC | 189 | $13.5K | 0.00% | +189 | New |
| Hoese & Co LLP | 180 | $13.3K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 174 | $12.5K | 0.00% | +174 | New |
| JFS Wealth Advisors, LLC | 169 | $12.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 158 | $11.3K | 0.00% | −3−1.9% | Reduced |
| Operose Advisors LLC | 143 | $10.2K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 140 | $10.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 138 | $9.88K | 0.00% | −9−6.1% | Reduced |
| Proequities, Inc. | 130 | $9.30K | 0.00% | +15+13.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 120 | $8.59K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 112 | $8.02K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 110 | $7.87K | 0.00% | +88+400.0% | Added |
| Quent Capital, LLC | 108 | $7.75K | 0.00% | +20+22.7% | Added |
| SYSTM Wealth Solutions LLC | 105 | $7.51K | 0.00% | −19−15.3% | Reduced |
| LRI Investments, LLC | 101 | $7.23K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 91 | $6.51K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 90 | $6.44K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 85 | $6.08K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 88 | $6.00K | 0.00% | +39+79.6% | Added |
| Umb Bank N A | 76 | $5.44K | 0.00% | +41+117.1% | Added |
| Sachetta, LLC | 70 | $5.26K | 0.00% | +16+29.6% | Added |
| LGT Financial Advisors LLC | 73 | $5.22K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 68 | $4.87K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 52 | $3.72K | 0.00% | +52 | New |
| Assetmark, Inc | 50 | $3.58K | 0.00% | +50 | New |
| Altshuler Shaham Ltd | 49 | $3.51K | 0.00% | −2−3.9% | Reduced |
| Farmers & Merchants Investments Inc | 49 | $3.51K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 43 | $3.08K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 42 | $3.05K | 0.00% | +42 | New |
| Capital Analysts, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 34 | $2.43K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 34 | $2.43K | 0.00% | +34 | New |
| Abich Financial Wealth Management LLC | 31 | $2.22K | 0.00% | −4−11.4% | Reduced |
| SJS Investment Consulting Inc. | 30 | $2.15K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 26 | $1.86K | 0.00% | +26 | New |
| Beacon Capital Management, LLC | 22 | $1.58K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 22 | $1.57K | 0.00% | +2+10.0% | Added |