Skip to main content

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 2025

Institutional positions in Donaldson Co Inc as of Dec 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
621
+64 vs. Q3 2025
Shares held
100.5M
+377.1K (+0.4%) vs. Q3 2025
Total value
$8.91B
+$717.2M (+8.8%) vs. Q3 2025
New holders
106
179 more added
Sold out
42
220 more reduced

7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 621 institutions
Q1 2021: 408 institutionsQ2 2021: 402 institutionsQ3 2021: 406 institutionsQ4 2021: 425 institutionsQ1 2022: 403 institutionsQ2 2022: 387 institutionsQ3 2022: 388 institutionsQ4 2022: 418 institutionsQ1 2023: 456 institutionsQ2 2023: 457 institutionsQ3 2023: 453 institutionsQ4 2023: 471 institutionsQ1 2024: 504 institutionsQ2 2024: 517 institutionsQ3 2024: 536 institutionsQ4 2024: 528 institutionsQ1 2025: 520 institutionsQ2 2025: 528 institutionsQ3 2025: 564 institutionsQ4 2025: 621 institutionsQ1 2026: 613 institutionsQ2 2026: 632 institutions
Value heldQ4 2025: $8.91B
Q1 2021: $5.89BQ2 2021: $6.42BQ3 2021: $5.66BQ4 2021: $5.87BQ1 2022: $5.12BQ2 2022: $4.78BQ3 2022: $4.85BQ4 2022: $5.75BQ1 2023: $6.42BQ2 2023: $6.15BQ3 2023: $6.11BQ4 2023: $6.76BQ1 2024: $7.73BQ2 2024: $7.32BQ3 2024: $7.48BQ4 2024: $6.90BQ1 2025: $6.96BQ2 2025: $7.07BQ3 2025: $8.19BQ4 2025: $8.91BQ1 2026: $8.59BQ2 2026: $9.43B
Institutions holding DCI and their total value by quarter
QuarterHoldersValue
Q2 2026632$9.43B
Q1 2026613$8.59B
Q4 2025621$8.91B
Q3 2025564$8.19B
Q2 2025528$7.07B
Q1 2025520$6.96B
Q4 2024528$6.90B
Q3 2024536$7.48B
Q2 2024517$7.32B
Q1 2024504$7.73B
Q4 2023471$6.76B
Q3 2023453$6.11B
Q2 2023457$6.15B
Q1 2023456$6.42B
Q4 2022418$5.75B
Q3 2022388$4.85B
Q2 2022387$4.78B
Q1 2022403$5.12B
Q4 2021425$5.87B
Q3 2021406$5.66B
Q2 2021402$6.42B
Q1 2021408$5.89B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Donaldson Co Inc; share changes are against Q3 2025.

Institutions holding DCI in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vestmark Advisory Solutions, Inc.20,986$1.86M0.03%−1,355−6.1%Reduced
Wiley Bros.-Aintree Capital, LLC21,495$1.90M0.01%+5,205+32.0%Added
Elo Mutual Pension Insurance Co21,451$1.90M0.03%−3,795−15.0%Reduced
Cerity Partners LLC21,679$1.92M0.00%+3,221+17.5%Added
Nomura Asset Management Co Ltd21,901$1.94M0.00%00.0%Unchanged
AMG National Trust Bank22,210$1.97M0.05%+497+2.3%Added
Kames Capital plc22,600$2.00M0.02%+22,600New
Oregon Public Employees Retirement Fund23,108$2.05M0.03%−390−1.7%Reduced
SG Americas Securities, LLC23,386$2.07M0.00%−3,647−13.5%Reduced
Pathstone Holdings, LLC23,407$2.08M0.01%−2,613−10.0%Reduced
Naples Global Advisors, LLC23,425$2.08M0.16%+431+1.9%Added
NewEdge Wealth, LLC24,039$2.13M0.02%+961+4.2%Added
Romano Brothers and Company24,320$2.16M0.25%−250−1.0%Reduced
ICW Investment Advisors LLC24,702$2.19M0.80%−603−2.4%Reduced
New Mexico Educational Retirement Board24,900$2.21M0.07%00.0%Unchanged
Natixis Advisors, L.P.25,318$2.25M0.00%+6,778+36.6%Added
Values First Advisors, Inc.25,325$2.25M1.16%−1,127−4.3%Reduced
Commerce Bank25,411$2.25M0.01%−15,440−37.8%Reduced
Northwestern Mutual Investment Management Company, LLC25,915$2.30M0.03%−57−0.2%Reduced
Capital Fund Management S.A.26,005$2.31M0.02%−1,015−3.8%Reduced
State of Michigan Retirement System27,358$2.43M0.01%−400−1.4%Reduced
Ethic Inc.27,449$2.43M0.04%+5,015+22.4%Added
Brinker Capital Investments, LLC28,706$2.55M0.02%−2,058−6.7%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys28,986$2.57M0.01%−919−3.1%Reduced
Citigroup Inc29,018$2.57M0.00%−83,142−74.1%Reduced
Nisa Investment Advisors, LLC29,884$2.65M0.01%00.0%Unchanged
Arjuna Capital29,945$2.65M0.65%+29,945New
Nomura Asset Management International Inc.30,358$2.69M0.00%+30,358New
Great Waters Wealth Management30,419$2.70M0.30%−400−1.3%Reduced
Berger Financial Group, Inc30,426$2.70M0.16%−99−0.3%Reduced
Allianz Asset Management GmbH30,428$2.70M0.00%+3,689+13.8%Added
Aurora Investment Counsel30,529$2.71M1.42%−1,755−5.4%Reduced
Advisory Services Network, LLC31,599$2.80M0.04%00.0%Unchanged
Campbell & CO Investment Adviser LLC31,689$2.81M0.13%+31,689New
CIBC Private Wealth Group, LLC32,067$2.84M0.00%+407+1.3%Added
Louisiana State Employees Retirement System32,100$2.85M0.05%−300−0.9%Reduced
Focus Financial Network, Inc.32,301$2.86M0.10%+991+3.2%Added
Arizona State Retirement System32,614$2.89M0.02%−1,866−5.4%Reduced
Weiss Asset Management LP32,724$2.90M0.04%+6,227+23.5%Added
Russell Investments Group, Ltd.33,017$2.93M0.00%+4,838+17.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)33,412$2.96M0.01%+4,133+14.1%Added
Holocene Advisors, LP33,440$2.96M0.01%−17,041−33.8%Reduced
State of New Jersey Common Pension Fund D33,641$2.98M0.01%00.0%Unchanged
Summit Trail Advisors, LLC33,962$3.01M0.05%+2,791+9.0%Added
Ballast Asset Management, LP34,242$3.04M1.43%−1,211−3.4%Reduced
Neuberger Berman Group LLC34,261$3.04M0.00%+5,721+20.0%Added
Baird Financial Group, Inc.34,365$3.05M0.00%−91−0.3%Reduced
Advisors Capital Management, LLC34,740$3.08M0.04%−702−2.0%Reduced
KLP Kapitalforvaltning AS36,500$3.24M0.01%00.0%Unchanged
Teachers Retirement System of the State of Kentucky36,638$3.25M0.02%00.0%Unchanged
Kestra Advisory Services, LLC36,962$3.28M0.01%+8,697+30.8%Added
Johnson Investment Counsel Inc38,026$3.37M0.03%−7,060−15.7%Reduced
HSBC Holdings PLC37,893$3.37M0.00%−28,132−42.6%Reduced
Y-Intercept (Hong Kong) Ltd38,287$3.39M0.08%+802+2.1%Added
Handelsbanken Fonder AB38,432$3.41M0.01%−800−2.0%Reduced
Caisse de Depot Et Placement du Quebec39,225$3.48M0.01%+39,225New
Thrivent Financial for Lutherans39,194$3.48M0.01%+2,552+7.0%Added
Illinois Municipal Retirement Fund39,473$3.50M0.04%+4,965+14.4%Added
Comerica Bank39,507$3.50M0.01%−4,622−10.5%Reduced
Point72 Asset Management, L.P.39,599$3.51M0.01%+39,599New
Birchwood Financial Partners, Inc.39,684$3.52M3.49%+39,684New
Jensen Investment Management Inc40,070$3.55M0.06%−23,070−36.5%Reduced
Dorsey & Whitney Trust CO LLC40,111$3.56M0.19%−8,770−17.9%Reduced
Keybank National Association40,152$3.56M0.01%−409−1.0%Reduced
CBOE Vest Financial, LLC40,190$3.56M0.05%−12,930−24.3%Reduced
Private Advisor Group, LLC40,463$3.59M0.02%−152−0.4%Reduced
BI Asset Management Fondsmaeglerselskab A/S40,521$3.59M0.03%+40,521New
Rothschild Capital Partners, LLC41,137$3.65M0.86%−13,216−24.3%Reduced
PDT Partners, LLC41,952$3.72M0.24%+9,538+29.4%Added
Magnetar Financial LLC42,008$3.72M0.04%+42,008New
Bahl & Gaynor Inc42,376$3.76M0.02%−112−0.3%Reduced
Yousif Capital Management, LLC37,673$3.76M0.04%−900−2.3%Reduced
Aquatic Capital Management LLC42,688$3.78M0.11%+23,727+125.1%Added
Jones Financial Companies LLLP42,706$3.79M0.00%+4,286+11.2%Added
Public Employees Retirement System of Ohio42,760$3.79M0.01%−1,661−3.7%Reduced
Zurich Insurance Group Ltd43,251$3.83M0.03%00.0%Unchanged
Brown Advisory Inc43,419$3.85M0.01%+20.0%Added
Callan Family Office, LLC44,258$3.92M0.08%+5,677+14.7%Added
Creative Planning45,815$4.06M0.00%+7,616+19.9%Added
Horizon Investments, LLC46,851$4.15M0.05%+46,851New
Mutual of America Capital Management LLC48,206$4.27M0.04%−5,607−10.4%Reduced
Treasurer of the State of North Carolina48,643$4.31M0.01%−3,556−6.8%Reduced
Police & Firemen's Retirement System of New Jersey48,918$4.34M0.04%−2,879−5.6%Reduced
Regions Financial Corp49,613$4.40M0.03%−41−0.1%Reduced
Ameritas Investment Partners, Inc.49,805$4.42M0.13%−1,567−3.1%Reduced
Prudential Financial Inc50,352$4.46M0.01%+21,269+73.1%Added
RMB Capital Management, LLC50,596$4.49M0.08%+227+0.5%Added
Amalgamated Bank51,004$4.52M0.03%−2,782−5.2%Reduced
Willis Investment Counsel52,611$4.66M0.24%+17,459+49.7%Added
CI Private Wealth, LLC52,749$4.70M0.01%+9,650+22.4%Added
State of Tennessee, Treasury Department46,599$4.75M0.02%−1,996−4.1%Reduced
Sit Investment Associates Inc53,900$4.78M0.09%−775−1.4%Reduced
LPL Financial LLC53,972$4.79M0.00%−8,486−13.6%Reduced
Aptus Capital Advisors, LLC54,035$4.79M0.04%+54,035New
GHP Investment Advisors, Inc.54,251$4.81M0.20%+1,189+2.2%Added
Mitsubishi UFJ Trust & Banking Corp54,717$4.85M0.01%+2,702+5.2%Added
North Star Investment Management Corp.56,332$4.99M0.31%−908−1.6%Reduced
MetLife Investment Management56,603$5.02M0.02%−3,279−5.5%Reduced
Palisade Capital Management LLC57,633$5.11M0.15%−3,945−6.4%Reduced
Marks Group Wealth Management, Inc58,792$5.21M0.50%00.0%Unchanged