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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 74 | $5.48K | 0.00% | −34−31.5% | Reduced |
| 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 |
| Sugarloaf Wealth Management, LLC | 68 | $5.01K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 55 | $4.05K | 0.00% | +55 | New |
| Capital Advisors, Ltd. LLC | 49 | $4.00K | 0.00% | −39−44.3% | Reduced |
| Altshuler Shaham Ltd | 53 | $3.91K | 0.00% | +4+8.2% | Added |
| Allworth Financial LP | 52 | $3.85K | 0.00% | +10+23.8% | Added |
| Assetmark, Inc | 50 | $3.69K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $3.61K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 43 | $3.17K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 39 | $2.87K | 0.00% | −13−25.0% | Reduced |
| Fortis Group Advisors, LLC | 34 | $2.51K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $2.21K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 26 | $1.92K | 0.00% | +26 | New |
| Ashton Thomas Securities, LLC | 25 | $1.84K | 0.00% | +25 | New |
| Larson Financial Group LLC | 23 | $1.70K | 0.00% | +19+475.0% | Added |
| DiNuzzo Private Wealth, Inc. | 22 | $1.62K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 22 | $1.62K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 22 | $1.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $1.55K | 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 |
| Raffa Wealth Management, LLC | 19 | $1.40K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 16 | $1.18K | 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 |
| 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 |
| Bruce G. Allen Investments, LLC | 9 | $663 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $516 | 0.00% | −63−90.0% | Reduced |
| Claris Advisors, LLC | 6 | $442 | 0.00% | +6 | New |
| Bokf, NA | 4 | $293 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $147 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −263,726−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −40,512−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −32,350−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −31,945−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −25,435−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −22,274−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −15,614−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −9,389−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −9,312−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −7,494−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −6,385−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −6,295−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −5,142−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,983−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −4,922−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −4,842−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −4,810−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −4,440−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,304−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,720−100.0% | Sold out |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,092−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,937−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −2,821−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| Hoylecohen, LLC | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |