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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 2,646 | $178.2K | 0.00% | +106+4.2% | Added |
| Northwest Capital Management Inc | 2,298 | $154.8K | 0.07% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,249 | $151.5K | 0.02% | +1,978+729.9% | Added |
| Ronald Blue Trust, Inc. | 2,104 | $141.7K | 0.00% | −482−18.6% | Reduced |
| Whittier Trust Co | 2,027 | $136.5K | 0.00% | −115−5.4% | Reduced |
| Principal Securities, Inc. | 1,938 | $130.5K | 0.00% | −86−4.2% | Reduced |
| Global Retirement Partners, LLC | 1,803 | $121.4K | 0.00% | −7,644−80.9% | Reduced |
| Covestor Ltd | 1,697 | $114.0K | 0.07% | +381+29.0% | Added |
| Bangor Savings Bank | 1,654 | $111.4K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 1,565 | $105.4K | 0.06% | +1,565 | New |
| Nkcfo LLC | 1,545 | $104.0K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,361 | $91.7K | 0.00% | −425−23.8% | Reduced |
| Lee Danner & Bass Inc | 1,350 | $90.9K | 0.01% | +1,350 | New |
| Menard Financial Group LLC | 1,337 | $90.0K | 0.05% | +1,337 | New |
| National Bank of Canada | 1,206 | $81.3K | 0.00% | +461+61.9% | Added |
| Signaturefd, LLC | 1,179 | $79.4K | 0.00% | −27−2.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,137 | $76.6K | 0.00% | +353+45.0% | Added |
| Quarry LP | 1,072 | $72.2K | 0.01% | +664+162.7% | Added |
| Manchester Capital Management LLC | 1,051 | $70.8K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,043 | $70.2K | 0.01% | −45−4.1% | Reduced |
| Pacific Center for Financial Services | 1,000 | $67.3K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 951 | $64.0K | 0.00% | −234−19.7% | Reduced |
| GAMMA Investing LLC | 925 | $62.3K | 0.01% | +206+28.7% | Added |
| Caitong International Asset Management Co., Ltd | 874 | $58.9K | 0.06% | +874 | New |
| Geneos Wealth Management Inc. | 800 | $53.9K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 796 | $53.6K | 0.01% | +44+5.9% | Added |
| Gleason Group, Inc. | 793 | $53.4K | 0.01% | +3+0.4% | Added |
| SRS Capital Advisors, Inc. | 782 | $52.7K | 0.00% | +49+6.7% | Added |
| Venturi Wealth Management, LLC | 781 | $52.6K | 0.00% | +369+89.6% | Added |
| Bullock Wealth Management Group | 770 | $51.9K | 0.03% | +3+0.4% | Added |
| Central Trust Co | 730 | $49.2K | 0.00% | +65+9.8% | Added |
| Sunbelt Securities, Inc. | 708 | $47.6K | 0.00% | +3+0.4% | Added |
| Montag A & Associates Inc | 700 | $47.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 650 | $43.8K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 595 | $42.4K | 0.00% | +195+48.8% | Added |
| Wood Tarver Financial Group, LLC | 627 | $42.0K | 0.01% | +627 | New |
| Harbour Investments, Inc. | 621 | $41.8K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 605 | $40.7K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 604 | $40.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 597 | $40.2K | 0.00% | +180+43.2% | Added |
| Quadrant Capital Group LLC | 555 | $37.4K | 0.00% | +81+17.1% | Added |
| Webster Bank, N. A. | 494 | $33.3K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 478 | $32.2K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 465 | $31.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 454 | $30.6K | 0.01% | +52+12.9% | Added |
| Federation des caisses Desjardins du Quebec | 442 | $29.8K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 399 | $26.9K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 378 | $25.5K | 0.00% | +378 | New |
| Asset Dedication, LLC | 377 | $25.4K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 360 | $24.2K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 339 | $22.8K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 322 | $21.7K | 0.00% | −29−8.3% | Reduced |
| Parkside Financial Bank & Trust | 316 | $21.3K | 0.00% | +51+19.2% | Added |
| Umb Bank N A | 315 | $21.2K | 0.00% | −34−9.7% | Reduced |
| Rise Advisors, LLC | 286 | $19.3K | 0.01% | +1+0.4% | Added |
| Quantbot Technologies LP | 285 | $19.2K | 0.00% | −22,217−98.7% | Reduced |
| Skopos Labs, Inc. | 281 | $18.9K | 0.01% | +159+130.3% | Added |
| First Horizon Advisors, Inc. | 279 | $18.8K | 0.00% | −7−2.4% | Reduced |
| TFC Financial Management | 265 | $17.9K | 0.00% | −43−14.0% | Reduced |
| AdvisorNet Financial, Inc | 250 | $16.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 250 | $16.8K | 0.00% | +38+17.9% | Added |
| Millstone Evans Group, LLC | 212 | $14.3K | 0.01% | +212 | New |
| Hillsdale Investment Management Inc. | 200 | $13.5K | 0.00% | −9,800−98.0% | Reduced |
| Colonial Trust Advisors | 200 | $13.5K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 196 | $13.2K | 0.00% | +97+98.0% | Added |
| Hoese & Co LLP | 180 | $12.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 151 | $10.2K | 0.00% | +26+20.8% | Added |
| JFS Wealth Advisors, LLC | 148 | $9.97K | 0.00% | −13−8.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 140 | $9.43K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 120 | $8.19K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 117 | $7.88K | 0.00% | +27+30.0% | Added |
| Montag & Caldwell, LLC | 113 | $7.61K | 0.00% | +113 | New |
| JNBA Financial Advisors | 112 | $7.54K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 106 | $7.14K | 0.00% | +106 | New |
| True Wealth Design, LLC | 104 | $7.00K | 0.00% | +104 | New |
| LRI Investments, LLC | 101 | $6.80K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 95 | $6.40K | 0.00% | +22+30.1% | Added |
| Adirondack Trust Co | 91 | $6.13K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 90 | $6.06K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 91 | $6.00K | 0.00% | +7+8.3% | Added |
| Creative Financial Designs Inc | 85 | $5.72K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 80 | $5.39K | 0.00% | +80 | New |
| ROSS\JOHNSON & Associates LLC | 80 | $5.39K | 0.12% | +80 | New |
| Holos Integrated Wealth LLC | 78 | $5.25K | 0.00% | +78 | New |
| Quent Capital, LLC | 74 | $5.01K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 73 | $4.92K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 68 | $4.58K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 59 | $3.97K | 0.00% | +59 | New |
| Altshuler Shaham Ltd | 57 | $3.84K | 0.00% | +4+7.5% | Added |
| Assetmark, Inc | 52 | $3.50K | 0.00% | +2+4.0% | Added |
| Farmers & Merchants Investments Inc | 46 | $3.10K | 0.00% | −3−6.1% | Reduced |
| Capital Advisors, Ltd. LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 39 | $3.00K | 0.00% | +1+2.6% | Added |
| Concord Wealth Partners | 43 | $2.90K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 43 | $2.90K | 0.00% | +20+87.0% | Added |
| Allworth Financial LP | 38 | $2.72K | 0.00% | −14−26.9% | Reduced |
| Coppell Advisory Solutions LLC | 39 | $2.62K | 0.00% | +39 | New |
| Grove Bank & Trust | 37 | $2.49K | 0.00% | +37 | New |
| Hexagon Capital Partners LLC | 35 | $2.36K | 0.00% | −20−36.4% | Reduced |
| Fortis Group Advisors, LLC | 34 | $2.29K | 0.00% | 00.0% | Unchanged |