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, Q3 2024
Institutional positions in Donaldson Co Inc as of Sep 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
- 536
- +24 vs. Q2 2024
- Shares held
- 101.5M
- +10.1M (+11.1%) vs. Q2 2024
- Total value
- $7.48B
- +$941.9M (+14.4%) vs. Q2 2024
- New holders
- 59
- 172 more added
- Sold out
- 35
- 203 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Donaldson Co Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 8 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $147 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 4 | $293 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 6 | $442 | 0.00% | +6 | New |
| Sachetta, LLC | 7 | $516 | 0.00% | −63−90.0% | Reduced |
| Bruce G. Allen Investments, LLC | 9 | $663 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $737 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $737 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 15 | $1.11K | 0.00% | +15 | New |
| CVA Family Office, LLC | 15 | $1.11K | 0.00% | +15 | New |
| Horizon Investments, LLC | 16 | $1.18K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.40K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $1.47K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 20 | $1.47K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $1.55K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 22 | $1.62K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $1.62K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 22 | $1.62K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 23 | $1.70K | 0.00% | +19+475.0% | Added |
| Ashton Thomas Securities, LLC | 25 | $1.84K | 0.00% | +25 | New |
| Brown Brothers Harriman & Co | 26 | $1.92K | 0.00% | +26 | New |
| SJS Investment Consulting Inc. | 30 | $2.21K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 34 | $2.51K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 39 | $2.87K | 0.00% | −13−25.0% | Reduced |
| Capital Analysts, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 43 | $3.17K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $3.61K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 50 | $3.69K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 52 | $3.85K | 0.00% | +10+23.8% | Added |
| Altshuler Shaham Ltd | 53 | $3.91K | 0.00% | +4+8.2% | Added |
| Capital Advisors, Ltd. LLC | 49 | $4.00K | 0.00% | −39−44.3% | Reduced |
| Hexagon Capital Partners LLC | 55 | $4.05K | 0.00% | +55 | New |
| Sugarloaf Wealth Management, LLC | 68 | $5.01K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 73 | $5.38K | 0.00% | −65−47.1% | Reduced |
| LGT Financial Advisors LLC | 73 | $5.38K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 74 | $5.48K | 0.00% | −34−31.5% | Reduced |
| Hemington Wealth Management | 84 | $6.00K | 0.00% | +84 | New |
| Creative Financial Designs Inc | 85 | $6.26K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 85 | $6.26K | 0.00% | +63+286.4% | Added |
| Reuter James Wealth Management, LLC | 85 | $6.26K | 0.00% | +85 | New |
| Private Wealth Management Group, LLC | 90 | $6.63K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 90 | $6.63K | 0.01% | +90 | New |
| Adirondack Trust Co | 91 | $6.71K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 99 | $7.30K | 0.00% | −404−80.3% | Reduced |
| LRI Investments, LLC | 101 | $7.76K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 110 | $8.11K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 112 | $8.26K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 120 | $8.84K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 122 | $8.99K | 0.00% | +122 | New |
| Huntington National Bank | 125 | $9.21K | 0.00% | +99+380.8% | Added |
| GPS Wealth Strategies Group, LLC | 140 | $10.3K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 143 | $10.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 161 | $11.9K | 0.00% | −8−4.7% | Reduced |
| Hoese & Co LLP | 180 | $13.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 200 | $14.7K | 0.00% | +200 | New |
| Massmutual Trust Co FSB | 212 | $15.6K | 0.00% | +54+34.2% | Added |
| AdvisorNet Financial, Inc | 250 | $18.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 265 | $19.5K | 0.00% | +52+24.4% | Added |
| Headlands Technologies LLC | 271 | $20.0K | 0.00% | −740−73.2% | Reduced |
| Rise Advisors, LLC | 285 | $21.0K | 0.01% | +1+0.4% | Added |
| First Horizon Advisors, Inc. | 286 | $21.1K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 300 | $22.1K | 0.00% | +300 | New |
| TFC Financial Management | 308 | $22.7K | 0.00% | +288+1,440.0% | Added |
| Eagle Bay Advisors LLC | 339 | $25.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 349 | $25.7K | 0.00% | +273+359.2% | Added |
| Millburn Ridgefield Corp | 351 | $25.9K | 0.00% | −47−11.8% | Reduced |
| Catalyst Capital Advisors LLC | 351 | $25.9K | 0.00% | −47−11.8% | Reduced |
| Pflug Koory, LLC | 360 | $26.5K | 0.01% | +360 | New |
| Asset Dedication, LLC | 377 | $27.8K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 399 | $29.4K | 0.01% | +399 | New |
| Johnson Financial Group, Inc. | 400 | $29.5K | 0.00% | +400 | New |
| Versant Capital Management, Inc | 402 | $29.6K | 0.01% | −128−24.2% | Reduced |
| Quarry LP | 408 | $30.1K | 0.01% | −1,242−75.3% | Reduced |
| Venturi Wealth Management, LLC | 412 | $30.4K | 0.00% | −71−14.7% | Reduced |
| Smartleaf Asset Management LLC | 417 | $30.8K | 0.00% | +170+68.8% | Added |
| Simplex Trading, LLC | 435 | $32.0K | 0.00% | −624−58.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 442 | $32.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 465 | $34.3K | 0.00% | −52−10.1% | Reduced |
| Quadrant Capital Group LLC | 474 | $34.9K | 0.00% | −2−0.4% | Reduced |
| Battery Global Advisors, LLC | 478 | $35.2K | 0.02% | +478 | New |
| Webster Bank, N. A. | 494 | $36.4K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 561 | $41.3K | 0.01% | +561 | New |
| HM Payson & Co | 604 | $44.5K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 605 | $44.6K | 0.01% | +207+52.0% | Added |
| Uncommon Cents Investing LLC | 615 | $45.3K | 0.01% | +615 | New |
| Harbour Investments, Inc. | 621 | $45.8K | 0.00% | −14−2.2% | Reduced |
| Trust Co of Vermont | 650 | $47.9K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 665 | $49.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 700 | $51.6K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 705 | $52.0K | 0.01% | +2+0.3% | Added |
| GAMMA Investing LLC | 719 | $53.0K | 0.01% | +301+72.0% | Added |
| SRS Capital Advisors, Inc. | 733 | $54.0K | 0.00% | +130+21.6% | Added |
| National Bank of Canada | 745 | $54.9K | 0.00% | −255−25.5% | Reduced |
| Oarsman Capital, Inc. | 752 | $55.4K | 0.01% | +752 | New |
| Bullock Wealth Management Group | 767 | $56.1K | 0.03% | −90−10.5% | Reduced |
| EverSource Wealth Advisors, LLC | 784 | $57.8K | 0.00% | +3+0.4% | Added |
| Gleason Group, Inc. | 790 | $58.2K | 0.01% | +3+0.4% | Added |
| Geneos Wealth Management Inc. | 800 | $59.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,000 | $73.7K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,051 | $77.5K | 0.01% | 00.0% | Unchanged |