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, Q2 2025
Institutional positions in Donaldson Co Inc as of Jun 30, 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
- 528
- +11 vs. Q1 2025
- Shares held
- 102.4M
- −1.09M (−1.1%) vs. Q1 2025
- Total value
- $7.07B
- +$109.2M (+1.6%) vs. Q1 2025
- New holders
- 63
- 160 more added
- Sold out
- 52
- 198 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Donaldson Co Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 3 | $208 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 3 | $208 | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 4 | $277 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 5 | $346 | 0.00% | +3+150.0% | Added |
| HFM Investment Advisors, LLC | 6 | $416 | 0.00% | +3+100.0% | Added |
| American Capital Advisory, LLC | 6 | $417 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 7 | $505 | 0.00% | −14−66.7% | Reduced |
| Larson Financial Group LLC | 8 | $555 | 0.00% | −8−50.0% | Reduced |
| Parkworth Wealth Management, Inc. | 8 | $555 | 0.00% | +4+100.0% | Added |
| Quaker Wealth Management, LLC | 8 | $555 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 10 | $694 | 0.00% | −9−47.4% | Reduced |
| Bridge Generations Wealth Management LLC | 10 | $694 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 12 | $832 | 0.00% | −4−25.0% | Reduced |
| Principia Wealth Advisory, LLC | 12 | $832 | 0.00% | +8+200.0% | Added |
| Rialto Wealth Management, LLC | 12 | $833 | 0.00% | +12 | New |
| Avion Wealth | 16 | $1.00K | 0.00% | +8+100.0% | Added |
| Kilter Group LLC | 15 | $1.04K | 0.00% | +15 | New |
| CVA Family Office, LLC | 16 | $1.11K | 0.00% | +16 | New |
| Cornerstone Planning Group LLC | 16 | $1.16K | 0.00% | −11−40.7% | Reduced |
| Private Trust Co NA | 18 | $1.25K | 0.00% | −177−90.8% | Reduced |
| Cromwell Holdings LLC | 18 | $1.25K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 19 | $1.32K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 19 | $1.32K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $1.39K | 0.00% | +20 | New |
| TFC Financial Management | 20 | $1.39K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 21 | $1.46K | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 21 | $1.46K | 0.00% | −1−4.5% | Reduced |
| Bell Investment Advisors, Inc | 21 | $1.46K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 22 | $1.53K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 22 | $1.54K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 25 | $1.73K | 0.00% | −3−10.7% | Reduced |
| Valued Wealth Advisors LLC | 28 | $1.96K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 30 | $2.08K | 0.00% | +21+233.3% | Added |
| Transce3nd, LLC | 32 | $2.22K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 33 | $2.29K | 0.00% | +4+13.8% | Added |
| Fortis Group Advisors, LLC | 34 | $2.36K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 34 | $2.36K | 0.00% | −27−44.3% | Reduced |
| UMA Financial Services, Inc. | 36 | $2.50K | 0.00% | +36 | New |
| Grove Bank & Trust | 37 | $2.57K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 41 | $2.84K | 0.00% | +41 | New |
| Capital Analysts, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 52 | $3.61K | 0.00% | +9+20.9% | Added |
| Capital Advisors, Ltd. LLC | 56 | $4.00K | 0.00% | +8+16.7% | Added |
| Altshuler Shaham Ltd | 59 | $4.09K | 0.00% | +3+5.4% | Added |
| Assetmark, Inc | 64 | $4.45K | 0.00% | +22+52.4% | Added |
| Pinnacle Bancorp, Inc. | 66 | $4.58K | 0.00% | −30−31.3% | Reduced |
| Bare Financial Services, Inc | 68 | $4.72K | 0.00% | +55+423.1% | Added |
| Ancora Advisors, LLC | 72 | $4.99K | 0.00% | +72 | New |
| Global Retirement Partners, LLC | 73 | $5.06K | 0.00% | +73 | New |
| ROSS\JOHNSON & Associates LLC | 80 | $5.55K | 0.11% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 78 | $5.63K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 85 | $5.89K | 0.00% | +85 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 90 | $6.24K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 89 | $6.29K | 0.00% | +89 | New |
| Adirondack Trust Co | 91 | $6.31K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 95 | $6.59K | 0.00% | +11+13.1% | Added |
| Creative Financial Designs Inc | 95 | $6.59K | 0.00% | +10+11.8% | Added |
| LRI Investments, LLC | 101 | $7.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 107 | $7.42K | 0.00% | +35+48.6% | Added |
| Atlantic Trust, LLC | 110 | $7.63K | 0.00% | +110 | New |
| JNBA Financial Advisors | 112 | $7.77K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 117 | $8.11K | 0.00% | +103+735.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 112 | $8.26K | 0.00% | +112 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 120 | $8.32K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 140 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 134 | $9.29K | 0.00% | −16−10.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 140 | $9.71K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 153 | $10.0K | 0.00% | +17+12.5% | Added |
| Trust Co of Toledo NA | 145 | $10.1K | 0.00% | +145 | New |
| SRS Capital Advisors, Inc. | 166 | $11.5K | 0.00% | −155−48.3% | Reduced |
| Rise Advisors, LLC | 166 | $11.5K | 0.00% | +1+0.6% | Added |
| Private Wealth Management Group, LLC | 179 | $12.4K | 0.00% | +89+98.9% | Added |
| Allworth Financial LP | 191 | $13.3K | 0.00% | +80+72.1% | Added |
| HM Payson & Co | 192 | $13.3K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 212 | $14.7K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 265 | $18.4K | 0.00% | −14−5.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 284 | $19.7K | 0.00% | −15−5.0% | Reduced |
| First Horizon Advisors, Inc. | 291 | $20.2K | 0.00% | +30+11.5% | Added |
| Massmutual Trust Co FSB | 294 | $20.4K | 0.00% | +50+20.5% | Added |
| Clearstead Advisors, LLC | 311 | $21.6K | 0.00% | +192+161.3% | Added |
| Pflug Koory, LLC | 360 | $25.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 377 | $26.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 401 | $27.8K | 0.00% | −39−8.9% | Reduced |
| Hantz Financial Services, Inc. | 417 | $29.0K | 0.00% | +409+5,112.5% | Added |
| Federation des caisses Desjardins du Quebec | 442 | $30.7K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 478 | $33.1K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 495 | $34.3K | 0.00% | −668−57.4% | Reduced |
| NewSquare Capital LLC | 495 | $34.3K | 0.00% | +495 | New |
| Webster Bank, N. A. | 514 | $35.6K | 0.00% | +20+4.0% | Added |
| Bullock Wealth Management Group | 539 | $38.1K | 0.02% | +2+0.4% | Added |
| Essential Partners LLC | 561 | $38.9K | 0.02% | +561 | New |
| Trust Co of Vermont | 650 | $45.1K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 660 | $45.8K | 0.04% | +480+266.7% | Added |
| Stephenson National Bank & Trust | 662 | $45.9K | 0.01% | +662 | New |
| Sunbelt Securities, Inc. | 708 | $47.7K | 0.00% | −3−0.4% | Reduced |
| Umb Bank N A | 689 | $47.8K | 0.00% | −319−31.6% | Reduced |
| Central Trust Co | 730 | $50.6K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 732 | $50.8K | 0.01% | +131+21.8% | Added |
| Opal Wealth Advisors, LLC | 774 | $53.7K | 0.01% | −314−28.9% | Reduced |
| CX Institutional | 784 | $54.0K | 0.00% | 00.0% | Unchanged |