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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 2,213 | $148.4K | 0.02% | +1,759+387.4% | Added |
| Whittier Trust Co | 2,027 | $135.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,953 | $131.0K | 0.09% | +256+15.1% | Added |
| Principal Securities, Inc. | 1,938 | $130.5K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,654 | $110.9K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 1,490 | $99.9K | 0.06% | −75−4.8% | Reduced |
| Lindbrook Capital, LLC | 1,410 | $94.6K | 0.01% | +945+203.2% | Added |
| Quest Partners LLC | 1,325 | $88.9K | 0.01% | −20,586−94.0% | Reduced |
| Signaturefd, LLC | 1,281 | $85.9K | 0.00% | +102+8.7% | Added |
| USA Financial Portformulas Corp | 1,269 | $85.1K | 0.01% | +226+21.7% | Added |
| Kestra Advisory Services, LLC | 1,260 | $84.5K | 0.00% | +1,260 | New |
| Fifth Third Bancorp | 1,229 | $82.4K | 0.00% | +278+29.2% | Added |
| Simplex Trading, LLC | 1,196 | $80.0K | 0.00% | +1,196 | New |
| National Bank of Canada | 1,163 | $78.0K | 0.00% | −43−3.6% | Reduced |
| Amundi | 1,158 | $77.5K | 0.00% | −17,038−93.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,099 | $73.7K | 0.00% | −38−3.3% | Reduced |
| Opal Wealth Advisors, LLC | 1,088 | $72.9K | 0.02% | +1,088 | New |
| Manchester Capital Management LLC | 1,055 | $70.7K | 0.01% | +4+0.4% | Added |
| Umb Bank N A | 1,008 | $67.6K | 0.00% | +693+220.0% | Added |
| Pacific Center for Financial Services | 1,000 | $67.1K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 822 | $55.1K | 0.00% | +22+2.8% | Added |
| Smartleaf Asset Management LLC | 802 | $53.8K | 0.01% | +205+34.3% | Added |
| Gleason Group, Inc. | 796 | $53.4K | 0.01% | +3+0.4% | Added |
| CX Institutional | 784 | $53.0K | 0.00% | +784 | New |
| Central Trust Co | 730 | $49.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 711 | $47.7K | 0.00% | +3+0.4% | Added |
| Trust Co of Vermont | 650 | $43.6K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 605 | $40.6K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 601 | $40.3K | 0.01% | +320+113.9% | Added |
| Johnson Financial Group, Inc. | 595 | $39.9K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 537 | $36.2K | 0.02% | −233−30.3% | Reduced |
| Webster Bank, N. A. | 494 | $33.1K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 478 | $32.1K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 442 | $29.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 440 | $29.5K | 0.00% | −181−29.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 431 | $28.9K | 0.00% | +431 | New |
| First Pacific Financial | 399 | $26.8K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 377 | $25.3K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 360 | $24.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 321 | $21.5K | 0.00% | −461−59.0% | Reduced |
| Parkside Financial Bank & Trust | 318 | $21.3K | 0.00% | +2+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 299 | $20.1K | 0.00% | −1,062−78.0% | Reduced |
| AdvisorNet Financial, Inc | 279 | $18.7K | 0.00% | +29+11.6% | Added |
| First Horizon Advisors, Inc. | 261 | $17.5K | 0.00% | −18−6.5% | Reduced |
| Continuum Advisory, LLC | 249 | $16.7K | 0.00% | +249 | New |
| Massmutual Trust Co FSB | 244 | $16.4K | 0.00% | −6−2.4% | Reduced |
| Millstone Evans Group, LLC | 212 | $14.2K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 200 | $13.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 195 | $13.1K | 0.00% | +100+105.3% | Added |
| HM Payson & Co | 192 | $12.9K | 0.00% | −412−68.2% | Reduced |
| Hoese & Co LLP | 180 | $12.1K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 173 | $11.6K | 0.00% | −23−11.7% | Reduced |
| Rise Advisors, LLC | 165 | $11.1K | 0.00% | −121−42.3% | Reduced |
| JFS Wealth Advisors, LLC | 150 | $10.1K | 0.00% | +2+1.4% | Added |
| Wood Tarver Financial Group, LLC | 140 | $9.39K | 0.00% | −487−77.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 140 | $9.39K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 136 | $9.00K | 0.00% | +45+49.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 120 | $8.05K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 119 | $7.99K | 0.00% | +99+495.0% | Added |
| Montag & Caldwell, LLC | 113 | $7.58K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 112 | $7.51K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 111 | $7.31K | 0.00% | +73+192.1% | Added |
| LRI Investments, LLC | 101 | $6.77K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 96 | $6.44K | 0.00% | +16+20.0% | Added |
| Adirondack Trust Co | 91 | $6.10K | 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 |
| Creative Financial Designs Inc | 85 | $5.70K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 84 | $5.63K | 0.00% | +38+82.6% | Added |
| ROSS\JOHNSON & Associates LLC | 80 | $5.36K | 0.09% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 78 | $5.23K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 76 | $5.10K | 0.00% | +76 | New |
| Quent Capital, LLC | 74 | $4.99K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 72 | $4.83K | 0.00% | −32−30.8% | Reduced |
| Altshuler Shaham Ltd | 56 | $3.75K | 0.00% | −1−1.8% | Reduced |
| Hexagon Capital Partners LLC | 54 | $3.62K | 0.00% | +19+54.3% | Added |
| Capital Advisors, Ltd. LLC | 48 | $3.00K | 0.00% | −1−2.0% | Reduced |
| Capital Analysts, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 43 | $2.88K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 42 | $2.82K | 0.00% | −10−19.2% | Reduced |
| Grove Bank & Trust | 37 | $2.48K | 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 |
| Transce3nd, LLC | 32 | $2.15K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 29 | $1.95K | 0.00% | −1−3.3% | Reduced |
| Valued Wealth Advisors LLC | 28 | $1.89K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 28 | $1.88K | 0.00% | +28 | New |
| Brown Brothers Harriman & Co | 26 | $1.74K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 27 | $1.72K | 0.00% | +27 | New |
| Beacon Capital Management, LLC | 22 | $1.49K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $1.48K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 22 | $1.48K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 21 | $1.42K | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 21 | $1.41K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $1.35K | 0.00% | −245−92.5% | Reduced |
| Toth Financial Advisory Corp | 20 | $1.34K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $1.34K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 19 | $1.27K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.27K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 19 | $1.27K | 0.00% | +19 | New |