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, Q4 2024
Institutional positions in Donaldson Co Inc as of Dec 31, 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
- 528
- −4 vs. Q3 2024
- Shares held
- 102.5M
- +1.28M (+1.3%) vs. Q3 2024
- Total value
- $6.90B
- −$556.8M (−7.5%) vs. Q3 2024
- New holders
- 66
- 181 more added
- Sold out
- 70
- 179 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Donaldson Co Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 782 | $52.7K | 0.00% | +49+6.7% | Added |
| Gleason Group, Inc. | 793 | $53.4K | 0.01% | +3+0.4% | Added |
| Oarsman Capital, Inc. | 796 | $53.6K | 0.01% | +44+5.9% | Added |
| Geneos Wealth Management Inc. | 800 | $53.9K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 874 | $58.9K | 0.06% | +874 | New |
| GAMMA Investing LLC | 925 | $62.3K | 0.01% | +206+28.7% | Added |
| Fifth Third Bancorp | 951 | $64.0K | 0.00% | −234−19.7% | Reduced |
| Pacific Center for Financial Services | 1,000 | $67.3K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,043 | $70.2K | 0.01% | −45−4.1% | Reduced |
| Manchester Capital Management LLC | 1,051 | $70.8K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,072 | $72.2K | 0.01% | +664+162.7% | Added |
| EverSource Wealth Advisors, LLC | 1,137 | $76.6K | 0.00% | +353+45.0% | Added |
| Signaturefd, LLC | 1,179 | $79.4K | 0.00% | −27−2.2% | Reduced |
| National Bank of Canada | 1,206 | $81.3K | 0.00% | +461+61.9% | Added |
| Menard Financial Group LLC | 1,337 | $90.0K | 0.05% | +1,337 | New |
| Lee Danner & Bass Inc | 1,350 | $90.9K | 0.01% | +1,350 | New |
| Northwestern Mutual Wealth Management Co | 1,361 | $91.7K | 0.00% | −425−23.8% | Reduced |
| Nkcfo LLC | 1,545 | $104.0K | 0.05% | 00.0% | Unchanged |
| Kentucky Trust Co | 1,565 | $105.4K | 0.06% | +1,565 | New |
| Bangor Savings Bank | 1,654 | $111.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,697 | $114.0K | 0.07% | +381+29.0% | Added |
| Global Retirement Partners, LLC | 1,803 | $121.4K | 0.00% | −7,644−80.9% | Reduced |
| Principal Securities, Inc. | 1,938 | $130.5K | 0.00% | −86−4.2% | Reduced |
| Whittier Trust Co | 2,027 | $136.5K | 0.00% | −115−5.4% | Reduced |
| Ronald Blue Trust, Inc. | 2,104 | $141.7K | 0.00% | −482−18.6% | Reduced |
| Headlands Technologies LLC | 2,249 | $151.5K | 0.02% | +1,978+729.9% | Added |
| Northwest Capital Management Inc | 2,298 | $154.8K | 0.07% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,646 | $178.2K | 0.00% | +106+4.2% | Added |
| IFP Advisors, Inc | 2,745 | $184.9K | 0.01% | +1,334+94.5% | Added |
| Stephens Inc | 2,976 | $200.4K | 0.00% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 2,980 | $200.7K | 0.53% | +2,980 | New |
| Integrated Wealth Concepts LLC | 2,985 | $201.0K | 0.00% | +2,985 | New |
| Hemenway Trust Co LLC | 3,000 | $202.1K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,017 | $203.2K | 0.00% | +31+1.0% | Added |
| Northeast Investment Management | 3,070 | $206.8K | 0.01% | −65−2.1% | Reduced |
| Legend Financial Advisors, Inc. | 3,092 | $208.2K | 0.15% | +3,092 | New |
| Cambridge Investment Research Advisors, Inc. | 3,120 | $210.0K | 0.00% | +109+3.6% | Added |
| ISAM Funds (UK) Ltd | 3,135 | $211.1K | 0.16% | −11,391−78.4% | Reduced |
| Perigon Wealth Management, LLC | 3,035 | $213.4K | 0.01% | −61−2.0% | Reduced |
| Essex Financial Services, Inc. | 3,197 | $215.3K | 0.02% | +119+3.9% | Added |
| Penobscot Investment Management Company, Inc. | 3,200 | $215.5K | 0.02% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 3,200 | $215.5K | 0.01% | 00.0% | Unchanged |
| Osprey Private Wealth LLC | 3,200 | $215.5K | 0.15% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,225 | $217.0K | 0.00% | −877−21.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,325 | $223.9K | 0.01% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 3,394 | $228.6K | 0.07% | −117−3.3% | Reduced |
| Diversify Wealth Management, LLC | 3,451 | $229.6K | 0.02% | −122−3.4% | Reduced |
| Bridgefront Capital, LLC | 3,440 | $231.7K | 0.08% | −3,453−50.1% | Reduced |
| M. Kraus & Co | 3,443 | $231.9K | 0.07% | −7−0.2% | Reduced |
| Leeward Financial Partners, LLC | 3,482 | $234.5K | 0.08% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 3,499 | $235.6K | 0.05% | +3,499 | New |
| Stiles Financial Services Inc | 3,556 | $239.4K | 0.09% | +10+0.3% | Added |
| Callan Family Office, LLC | 3,586 | $241.5K | 0.02% | +3,586 | New |
| Trillium Asset Management, LLC | 3,604 | $243.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,635 | $244.8K | 0.01% | −145−3.8% | Reduced |
| 111 Capital | 3,636 | $244.9K | 0.05% | +3,636 | New |
| Kapitalo Investimentos Ltda | 3,650 | $245.8K | 0.16% | +101+2.8% | Added |
| Parr McKnight Wealth Management Group, LLC | 3,671 | $247.2K | 0.04% | +3,671 | New |
| Gen-Wealth Partners Inc | 3,696 | $248.9K | 0.11% | −200−5.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,719 | $250.5K | 0.01% | −182−4.7% | Reduced |
| Ballast Advisors LLC | 3,736 | $251.6K | 0.08% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,738 | $251.8K | 0.00% | +187+5.3% | Added |
| Advisors Asset Management, Inc. | 3,788 | $255.1K | 0.00% | +1,715+82.7% | Added |
| Coldstream Capital Management Inc | 3,789 | $255.2K | 0.01% | −313−7.6% | Reduced |
| Atria Wealth Solutions, Inc. | 3,800 | $255.9K | 0.00% | −70−1.8% | Reduced |
| Wetherby Asset Management Inc | 3,881 | $261.4K | 0.01% | −89−2.2% | Reduced |
| MML Investors Services, LLC | 3,905 | $263.0K | 0.00% | −20−0.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,931 | $264.8K | 0.01% | −1,249−24.1% | Reduced |
| Morningstar Investment Management LLC | 3,985 | $268.0K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 4,022 | $270.9K | 0.10% | +4,022 | New |
| Accredited Investors Inc. | 4,249 | $286.2K | 0.02% | +359+9.2% | Added |
| denkapparat Operations GmbH | 4,290 | $288.9K | 0.43% | +4,290 | New |
| Oak Thistle LLC | 4,297 | $289.4K | 0.09% | +4,297 | New |
| Aristides Capital LLC | 4,298 | $289.5K | 0.09% | +1,294+43.1% | Added |
| Great Lakes Advisors, LLC | 4,304 | $289.9K | 0.00% | −924−17.7% | Reduced |
| Somerville Kurt F | 4,375 | $294.7K | 0.05% | −250−5.4% | Reduced |
| Balyasny Asset Management LLC | 4,433 | $298.6K | 0.00% | −130,788−96.7% | Reduced |
| Chicago Partners Investment Group LLC | 4,401 | $299.0K | 0.01% | +737+20.1% | Added |
| Riverwater Partners LLC | 4,514 | $304.0K | 0.15% | +761+20.3% | Added |
| Shelton Capital Management | 4,544 | $306.0K | 0.01% | −230−4.8% | Reduced |
| SNS Financial Group, LLC | 4,554 | $306.7K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,559 | $307.0K | 0.00% | −4,768−51.1% | Reduced |
| Signal Advisors Wealth, LLC | 4,709 | $317.1K | 0.04% | +249+5.6% | Added |
| Farringdon Capital, Ltd. | 4,726 | $318.3K | 0.13% | +4,726 | New |
| Argent Trust Co | 4,739 | $319.2K | 0.01% | +152+3.3% | Added |
| Mitchell Sinkler & Starr | 4,765 | $320.9K | 0.09% | −15−0.3% | Reduced |
| PrairieView Partners, LLC | 4,800 | $323.0K | 0.03% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 4,797 | $323.1K | 0.04% | 00.0% | Unchanged |
| First Interstate Bank | 4,800 | $323.3K | 0.02% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 4,818 | $324.5K | 0.01% | +4,818 | New |
| Tema ETFs LLC | 4,818 | $324.5K | 0.13% | +4,818 | New |
| Ballentine Partners, LLC | 4,865 | $327.7K | 0.01% | −152−3.0% | Reduced |
| Shell Asset Management Co | 4,946 | $333.0K | 0.01% | −10−0.2% | Reduced |
| Parsons Capital Management Inc | 4,950 | $333.4K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 5,157 | $347.0K | 0.00% | +2,169+72.6% | Added |
| Steward Partners Investment Advisory, LLC | 5,224 | $351.8K | 0.00% | −11−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 5,433 | $366.3K | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 5,487 | $369.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,566 | $374.9K | 0.00% | −176−3.1% | Reduced |
| Azimuth Capital Investment Management LLC | 5,800 | $390.6K | 0.02% | 00.0% | Unchanged |