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, Q1 2025
Institutional positions in Donaldson Co Inc as of Mar 31, 2025. 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
- 520
- 0 vs. Q4 2024
- Shares held
- 103.5M
- +1.88M (+1.8%) vs. Q4 2024
- Total value
- $6.96B
- +$116.6M (+1.7%) vs. Q4 2024
- New holders
- 62
- 179 more added
- Sold out
- 62
- 178 more reduced
8 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Donaldson Co Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| PSI Advisors, LLC | 2 | $134 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $134 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 3 | $201 | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 3 | $201 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $202 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 4 | $256 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 4 | $268 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $470 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 8 | $536 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 9 | $604 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $671 | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 10 | $671 | 0.00% | +10 | New |
| Bare Financial Services, Inc | 13 | $872 | 0.00% | +13 | New |
| MAI Capital Management | 14 | $939 | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 15 | $990 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Huntington National Bank | 16 | $1.07K | 0.00% | −135−89.4% | Reduced |
| Larson Financial Group LLC | 16 | $1.07K | 0.00% | −27−62.8% | Reduced |
| Global Financial Private Client, LLC | 16 | $1.07K | 0.00% | +11+220.0% | Added |
| Raffa Wealth Management, LLC | 19 | $1.27K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 19 | $1.27K | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 19 | $1.27K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $1.34K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $1.34K | 0.00% | +20 | New |
| TFC Financial Management | 20 | $1.35K | 0.00% | −245−92.5% | Reduced |
| Bell Investment Advisors, Inc | 21 | $1.41K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 21 | $1.42K | 0.00% | +21 | New |
| Financial Perspectives, Inc | 22 | $1.48K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $1.48K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 22 | $1.49K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 27 | $1.72K | 0.00% | +27 | New |
| Brown Brothers Harriman & Co | 26 | $1.74K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 28 | $1.88K | 0.00% | +28 | New |
| Valued Wealth Advisors LLC | 28 | $1.89K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 29 | $1.95K | 0.00% | −1−3.3% | Reduced |
| Transce3nd, LLC | 32 | $2.15K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 34 | $2.28K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 61 | $2.28K | 0.00% | +27+79.4% | Added |
| Grove Bank & Trust | 37 | $2.48K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 42 | $2.82K | 0.00% | −10−19.2% | Reduced |
| Concord Wealth Partners | 43 | $2.88K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 48 | $3.00K | 0.00% | −1−2.0% | Reduced |
| Capital Analysts, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 54 | $3.62K | 0.00% | +19+54.3% | Added |
| Altshuler Shaham Ltd | 56 | $3.75K | 0.00% | −1−1.8% | Reduced |
| True Wealth Design, LLC | 72 | $4.83K | 0.00% | −32−30.8% | Reduced |
| Quent Capital, LLC | 74 | $4.99K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 76 | $5.10K | 0.00% | +76 | New |
| Holos Integrated Wealth LLC | 78 | $5.23K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 80 | $5.36K | 0.09% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 84 | $5.63K | 0.00% | +38+82.6% | Added |
| Creative Financial Designs Inc | 85 | $5.70K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 90 | $6.04K | 0.00% | −27−23.1% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 90 | $6.04K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 91 | $6.10K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 96 | $6.44K | 0.00% | +16+20.0% | Added |
| LRI Investments, LLC | 101 | $6.77K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 111 | $7.31K | 0.00% | +73+192.1% | Added |
| JNBA Financial Advisors | 112 | $7.51K | 0.00% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 113 | $7.58K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 119 | $7.99K | 0.00% | +99+495.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 120 | $8.05K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 136 | $9.00K | 0.00% | +45+49.5% | Added |
| GPS Wealth Strategies Group, LLC | 140 | $9.39K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 140 | $9.39K | 0.00% | −487−77.7% | Reduced |
| JFS Wealth Advisors, LLC | 150 | $10.1K | 0.00% | +2+1.4% | Added |
| Rise Advisors, LLC | 165 | $11.1K | 0.00% | −121−42.3% | Reduced |
| Mather Group, LLC. | 173 | $11.6K | 0.00% | −23−11.7% | Reduced |
| Hoese & Co LLP | 180 | $12.1K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 192 | $12.9K | 0.00% | −412−68.2% | Reduced |
| Private Trust Co NA | 195 | $13.1K | 0.00% | +100+105.3% | Added |
| Hillsdale Investment Management Inc. | 200 | $13.4K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 212 | $14.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 244 | $16.4K | 0.00% | −6−2.4% | Reduced |
| Continuum Advisory, LLC | 249 | $16.7K | 0.00% | +249 | New |
| First Horizon Advisors, Inc. | 261 | $17.5K | 0.00% | −18−6.5% | Reduced |
| AdvisorNet Financial, Inc | 279 | $18.7K | 0.00% | +29+11.6% | Added |
| Northwestern Mutual Wealth Management Co | 299 | $20.1K | 0.00% | −1,062−78.0% | Reduced |
| Parkside Financial Bank & Trust | 318 | $21.3K | 0.00% | +2+0.6% | Added |
| SRS Capital Advisors, Inc. | 321 | $21.5K | 0.00% | −461−59.0% | Reduced |
| Pflug Koory, LLC | 360 | $24.1K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 377 | $25.3K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 399 | $26.8K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 431 | $28.9K | 0.00% | +431 | New |
| Harbour Investments, Inc. | 440 | $29.5K | 0.00% | −181−29.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 442 | $29.6K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 478 | $32.1K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 494 | $33.1K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 537 | $36.2K | 0.02% | −233−30.3% | Reduced |
| Johnson Financial Group, Inc. | 595 | $39.9K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 601 | $40.3K | 0.01% | +320+113.9% | Added |
| V-Square Quantitative Management LLC | 605 | $40.6K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 650 | $43.6K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 711 | $47.7K | 0.00% | +3+0.4% | Added |
| Central Trust Co | 730 | $49.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 784 | $53.0K | 0.00% | +784 | New |
| Gleason Group, Inc. | 796 | $53.4K | 0.01% | +3+0.4% | Added |
| Smartleaf Asset Management LLC | 802 | $53.8K | 0.01% | +205+34.3% | Added |
| Geneos Wealth Management Inc. | 822 | $55.1K | 0.00% | +22+2.8% | Added |