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 |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 1,088 | $80.2K | 0.01% | −157−12.6% | Reduced |
| Fifth Third Bancorp | 1,185 | $87.3K | 0.00% | +176+17.4% | Added |
| Signaturefd, LLC | 1,206 | $88.9K | 0.00% | +33+2.8% | Added |
| nVerses Capital, LLC | 1,300 | $95.8K | 0.04% | −2,800−68.3% | Reduced |
| Covestor Ltd | 1,316 | $97.0K | 0.06% | +88+7.2% | Added |
| IFP Advisors, Inc | 1,411 | $104.0K | 0.00% | −191−11.9% | Reduced |
| Nkcfo LLC | 1,545 | $114.0K | 0.05% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,654 | $121.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,786 | $131.6K | 0.00% | +517+40.7% | Added |
| Paradigm Asset Management Co LLC | 1,800 | $132.7K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,024 | $149.1K | 0.00% | +14+0.7% | Added |
| Point72 (DIFC) Ltd | 2,041 | $150.4K | 0.01% | −8,879−81.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,066 | $152.3K | 0.03% | +571+38.2% | Added |
| Advisors Asset Management, Inc. | 2,073 | $152.8K | 0.00% | +1,376+197.4% | Added |
| Whittier Trust Co | 2,142 | $157.9K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,231 | $164.0K | 0.00% | −16,005−87.8% | Reduced |
| Northwest Capital Management Inc | 2,298 | $169.4K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,586 | $185.1K | 0.00% | +304+13.3% | Added |
| TD Private Client Wealth LLC | 2,540 | $187.2K | 0.01% | +625+32.6% | Added |
| KBC Group NV | 2,739 | $202.0K | 0.00% | −22−0.8% | Reduced |
| Washington Trust Bank | 2,750 | $202.7K | 0.02% | +2,750 | New |
| Rafferty Asset Management, LLC | 2,776 | $204.6K | 0.00% | −195−6.6% | Reduced |
| Omers Administration Corp | 2,800 | $206.4K | 0.00% | +2,800 | New |
| Armstrong Henry H Associates Inc | 2,800 | $206.4K | 0.02% | +2,800 | New |
| Ambassador Advisors, LLC | 2,868 | $211.4K | 0.04% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,882 | $212.4K | 0.01% | +2,882 | New |
| Valtinson Bruner Financial Planning LLC | 2,901 | $213.8K | 0.07% | 00.0% | Unchanged |
| Stephens Inc | 2,976 | $219.3K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,988 | $220.0K | 0.00% | +332+12.5% | Added |
| Resources Investment Advisors, LLC. | 2,986 | $220.1K | 0.00% | +63+2.2% | Added |
| Hemenway Trust Co LLC | 3,000 | $221.1K | 0.02% | −18−0.6% | Reduced |
| Aristides Capital LLC | 3,004 | $221.4K | 0.09% | +3,004 | New |
| Cambridge Investment Research Advisors, Inc. | 3,011 | $222.0K | 0.00% | −303−9.1% | Reduced |
| Essex Financial Services, Inc. | 3,078 | $227.0K | 0.02% | −178−5.5% | Reduced |
| Perigon Wealth Management, LLC | 3,096 | $228.2K | 0.01% | −56−1.8% | Reduced |
| We Are One Seven, LLC | 3,132 | $230.8K | 0.01% | −71−2.2% | Reduced |
| Northeast Investment Management | 3,135 | $231.0K | 0.01% | −228−6.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,200 | $235.8K | 0.02% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 3,200 | $235.8K | 0.01% | 00.0% | Unchanged |
| Osprey Private Wealth LLC | 3,200 | $235.8K | 0.17% | +3,200 | New |
| Profund Advisors LLC | 3,292 | $242.6K | 0.01% | −39−1.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,325 | $245.0K | 0.01% | +316+10.5% | Added |
| M. Kraus & Co | 3,450 | $254.3K | 0.07% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 3,482 | $256.6K | 0.10% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 3,500 | $257.9K | 0.06% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 3,511 | $258.8K | 0.09% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 3,522 | $259.6K | 0.02% | −435−11.0% | Reduced |
| Stiles Financial Services Inc | 3,546 | $261.4K | 0.09% | +6+0.2% | Added |
| Kapitalo Investimentos Ltda | 3,549 | $261.6K | 0.06% | +3,549 | New |
| CIBC Asset Management Inc | 3,551 | $261.7K | 0.00% | +125+3.6% | Added |
| Diversify Wealth Management, LLC | 3,573 | $264.1K | 0.03% | −210−5.6% | Reduced |
| Trillium Asset Management, LLC | 3,604 | $266.0K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 3,645 | $268.6K | 0.00% | −6,438−63.9% | Reduced |
| Chicago Partners Investment Group LLC | 3,664 | $270.8K | 0.01% | +553+17.8% | Added |
| Ballast Advisors LLC | 3,736 | $275.3K | 0.09% | 00.0% | Unchanged |
| Riverwater Partners LLC | 3,753 | $275.8K | 0.14% | −45−1.2% | Reduced |
| Farther Finance Advisors, LLC | 3,780 | $278.6K | 0.01% | +3,162+511.7% | Added |
| Lido Advisors, LLC | 3,786 | $279.1K | 0.00% | −8,446−69.0% | Reduced |
| Atria Wealth Solutions, Inc. | 3,870 | $285.2K | 0.00% | −307−7.3% | Reduced |
| Accredited Investors Inc. | 3,890 | $286.7K | 0.02% | +6+0.2% | Added |
| Gen-Wealth Partners Inc | 3,896 | $287.1K | 0.13% | +386+11.0% | Added |
| Fifth Third Wealth Advisors LLC | 3,901 | $287.5K | 0.02% | +213+5.8% | Added |
| Tower Research Capital LLC (TRC) | 3,915 | $288.5K | 0.01% | −1,073−21.5% | Reduced |
| MML Investors Services, LLC | 3,925 | $289.0K | 0.00% | −310−7.3% | Reduced |
| Wetherby Asset Management Inc | 3,970 | $292.6K | 0.01% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,972 | $292.7K | 0.06% | −96−2.4% | Reduced |
| Morningstar Investment Management LLC | 3,985 | $295.0K | 0.03% | +3,985 | New |
| Fox Run Management, L.L.C. | 4,027 | $296.8K | 0.07% | +4,027 | New |
| Coldstream Capital Management Inc | 4,102 | $302.4K | 0.01% | −329−7.4% | Reduced |
| Bessemer Group Inc | 4,102 | $303.0K | 0.00% | +1,896+85.9% | Added |
| Signal Advisors Wealth, LLC | 4,460 | $328.7K | 0.05% | +4,460 | New |
| SNS Financial Group, LLC | 4,554 | $335.6K | 0.03% | 00.0% | Unchanged |
| Vident Advisory, LLC | 4,554 | $335.7K | 0.01% | +4,554 | New |
| Sterling Capital Management LLC | 4,578 | $337.4K | 0.00% | +4,578 | New |
| Argent Trust Co | 4,587 | $338.1K | 0.01% | +195+4.4% | Added |
| Walleye Capital LLC | 4,616 | $340.2K | 0.00% | −5,941−56.3% | Reduced |
| Somerville Kurt F | 4,625 | $340.9K | 0.05% | 00.0% | Unchanged |
| Paloma Partners Management Co | 4,648 | $342.6K | 0.02% | +4,648 | New |
| Oak Family Advisors, LLC | 4,742 | $349.5K | 0.13% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,744 | $349.6K | 0.03% | +4,744 | New |
| Consolidated Planning Corp | 4,759 | $350.7K | 0.05% | +4,759 | New |
| Wiley Bros.-Aintree Capital, LLC | 4,773 | $351.8K | 0.01% | +1,775+59.2% | Added |
| Shelton Capital Management | 4,774 | $351.8K | 0.01% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 4,780 | $352.3K | 0.09% | +250+5.5% | Added |
| PrairieView Partners, LLC | 4,800 | $353.0K | 0.04% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 4,797 | $353.5K | 0.04% | 00.0% | Unchanged |
| First Interstate Bank | 4,800 | $353.8K | 0.02% | +4,800 | New |
| Picton Mahoney Asset Management | 4,867 | $359.0K | 0.01% | +4,867 | New |
| Parsons Capital Management Inc | 4,950 | $364.8K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,956 | $365.0K | 0.02% | +4,956 | New |
| Ballentine Partners, LLC | 5,017 | $369.8K | 0.01% | +64+1.3% | Added |
| Dudley & Shanley, Inc. | 5,150 | $379.6K | 0.06% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 5,159 | $380.2K | 0.01% | −2,684−34.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,180 | $381.8K | 0.02% | +1,170+29.2% | Added |
| Great Lakes Advisors, LLC | 5,228 | $385.3K | 0.00% | +1,119+27.2% | Added |
| Steward Partners Investment Advisory, LLC | 5,235 | $385.8K | 0.00% | +915+21.2% | Added |
| Wealthspire Advisors, LLC | 5,302 | $390.8K | 0.00% | +90+1.7% | Added |
| Great Valley Advisor Group, Inc. | 5,433 | $400.7K | 0.01% | −19−0.3% | Reduced |
| Tiaa Trust, National Association | 5,487 | $404.4K | 0.00% | −41−0.7% | Reduced |
| Versor Investments LP | 5,600 | $412.7K | 0.07% | −3,243−36.7% | Reduced |