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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
Palisade Asset Management, LLC85,354$7.57M0.74%−265−0.3%Reduced
Great West Life Assurance Co82,803$7.34M0.01%+7,155+9.5%Added
Manufacturers Life Insurance Company, The82,295$7.30M0.01%−2,507−3.0%Reduced
First Nebraska Trust Co81,902$7.26M0.66%−755−0.9%Reduced
Waters Parkerson & Co., LLC81,440$7.22M0.35%−2,907−3.4%Reduced
Jane Street Group, LLC78,479$6.96M0.01%−64,339−45.0%Reduced
Benjamin Edwards Inc77,374$6.86M0.08%−10,783−12.2%Reduced
Mariner, LLC76,991$6.83M0.01%+2,477+3.3%Added
New York State Common Retirement Fund74,530$6.61M0.01%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.71,891$6.37M0.01%+70,559+5,297.2%Added
Universal- Beteiligungs- und Servicegesellschaft mbH70,931$6.31M0.01%+33,242+88.2%Added
Harvey Investment Co LLC69,184$6.13M0.65%00.0%Unchanged
SFE Investment Counsel68,802$6.10M0.95%−7,870−10.3%Reduced
Radnor Capital Management, LLC68,545$6.08M0.90%−1,415−2.0%Reduced
Nicholas Company, Inc.67,280$5.97M0.10%−4,585−6.4%Reduced
The PNC Financial Services Group, Inc.66,149$5.86M0.00%+1,482+2.3%Added
Covea Finance61,900$5.49M0.18%00.0%Unchanged
Colony Group, LLC61,616$5.46M0.01%+11,259+22.4%Added
Meiji Yasuda Asset Management Co Ltd.59,957$5.32M0.26%−690−1.1%Reduced
Gallo Partners, LP59,871$5.31M4.68%+59,871New
State of Wisconsin Investment Board59,073$5.24M0.01%−5,847−9.0%Reduced
Marks Group Wealth Management, Inc58,792$5.21M0.50%00.0%Unchanged
Palisade Capital Management LLC57,633$5.11M0.15%−3,945−6.4%Reduced
MetLife Investment Management56,603$5.02M0.02%−3,279−5.5%Reduced
North Star Investment Management Corp.56,332$4.99M0.31%−908−1.6%Reduced
Mitsubishi UFJ Trust & Banking Corp54,717$4.85M0.01%+2,702+5.2%Added
GHP Investment Advisors, Inc.54,251$4.81M0.20%+1,189+2.2%Added
Aptus Capital Advisors, LLC54,035$4.79M0.04%+54,035New
LPL Financial LLC53,972$4.79M0.00%−8,486−13.6%Reduced
Sit Investment Associates Inc53,900$4.78M0.09%−775−1.4%Reduced
State of Tennessee, Treasury Department46,599$4.75M0.02%−1,996−4.1%Reduced
CI Private Wealth, LLC52,749$4.70M0.01%+9,650+22.4%Added
Willis Investment Counsel52,611$4.66M0.24%+17,459+49.7%Added
Amalgamated Bank51,004$4.52M0.03%−2,782−5.2%Reduced
RMB Capital Management, LLC50,596$4.49M0.08%+227+0.5%Added
Prudential Financial Inc50,352$4.46M0.01%+21,269+73.1%Added
Ameritas Investment Partners, Inc.49,805$4.42M0.13%−1,567−3.1%Reduced
Regions Financial Corp49,613$4.40M0.03%−41−0.1%Reduced
Police & Firemen's Retirement System of New Jersey48,918$4.34M0.04%−2,879−5.6%Reduced
Treasurer of the State of North Carolina48,643$4.31M0.01%−3,556−6.8%Reduced
Mutual of America Capital Management LLC48,206$4.27M0.04%−5,607−10.4%Reduced
Horizon Investments, LLC46,851$4.15M0.05%+46,851New
Creative Planning45,815$4.06M0.00%+7,616+19.9%Added
Callan Family Office, LLC44,258$3.92M0.08%+5,677+14.7%Added
Brown Advisory Inc43,419$3.85M0.01%+20.0%Added
Zurich Insurance Group Ltd43,251$3.83M0.03%00.0%Unchanged
Public Employees Retirement System of Ohio42,760$3.79M0.01%−1,661−3.7%Reduced
Jones Financial Companies LLLP42,706$3.79M0.00%+4,286+11.2%Added
Aquatic Capital Management LLC42,688$3.78M0.11%+23,727+125.1%Added
Yousif Capital Management, LLC37,673$3.76M0.04%−900−2.3%Reduced
Bahl & Gaynor Inc42,376$3.76M0.02%−112−0.3%Reduced
Magnetar Financial LLC42,008$3.72M0.04%+42,008New
PDT Partners, LLC41,952$3.72M0.24%+9,538+29.4%Added
Rothschild Capital Partners, LLC41,137$3.65M0.86%−13,216−24.3%Reduced
BI Asset Management Fondsmaeglerselskab A/S40,521$3.59M0.03%+40,521New
Private Advisor Group, LLC40,463$3.59M0.02%−152−0.4%Reduced
CBOE Vest Financial, LLC40,190$3.56M0.05%−12,930−24.3%Reduced
Keybank National Association40,152$3.56M0.01%−409−1.0%Reduced
Dorsey & Whitney Trust CO LLC40,111$3.56M0.19%−8,770−17.9%Reduced
Jensen Investment Management Inc40,070$3.55M0.06%−23,070−36.5%Reduced
Birchwood Financial Partners, Inc.39,684$3.52M3.49%+39,684New
Point72 Asset Management, L.P.39,599$3.51M0.01%+39,599New
Comerica Bank39,507$3.50M0.01%−4,622−10.5%Reduced
Illinois Municipal Retirement Fund39,473$3.50M0.04%+4,965+14.4%Added
Thrivent Financial for Lutherans39,194$3.48M0.01%+2,552+7.0%Added
Caisse de Depot Et Placement du Quebec39,225$3.48M0.01%+39,225New
Handelsbanken Fonder AB38,432$3.41M0.01%−800−2.0%Reduced
Y-Intercept (Hong Kong) Ltd38,287$3.39M0.08%+802+2.1%Added
HSBC Holdings PLC37,893$3.37M0.00%−28,132−42.6%Reduced
Johnson Investment Counsel Inc38,026$3.37M0.03%−7,060−15.7%Reduced
Kestra Advisory Services, LLC36,962$3.28M0.01%+8,697+30.8%Added
Teachers Retirement System of the State of Kentucky36,638$3.25M0.02%00.0%Unchanged
KLP Kapitalforvaltning AS36,500$3.24M0.01%00.0%Unchanged
Advisors Capital Management, LLC34,740$3.08M0.04%−702−2.0%Reduced
Baird Financial Group, Inc.34,365$3.05M0.00%−91−0.3%Reduced
Neuberger Berman Group LLC34,261$3.04M0.00%+5,721+20.0%Added
Ballast Asset Management, LP34,242$3.04M1.43%−1,211−3.4%Reduced
Summit Trail Advisors, LLC33,962$3.01M0.05%+2,791+9.0%Added
State of New Jersey Common Pension Fund D33,641$2.98M0.01%00.0%Unchanged
Holocene Advisors, LP33,440$2.96M0.01%−17,041−33.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)33,412$2.96M0.01%+4,133+14.1%Added
Russell Investments Group, Ltd.33,017$2.93M0.00%+4,838+17.2%Added
Weiss Asset Management LP32,724$2.90M0.04%+6,227+23.5%Added
Arizona State Retirement System32,614$2.89M0.02%−1,866−5.4%Reduced
Focus Financial Network, Inc.32,301$2.86M0.10%+991+3.2%Added
Louisiana State Employees Retirement System32,100$2.85M0.05%−300−0.9%Reduced
CIBC Private Wealth Group, LLC32,067$2.84M0.00%+407+1.3%Added
Campbell & CO Investment Adviser LLC31,689$2.81M0.13%+31,689New
Advisory Services Network, LLC31,599$2.80M0.04%00.0%Unchanged
Aurora Investment Counsel30,529$2.71M1.42%−1,755−5.4%Reduced
Allianz Asset Management GmbH30,428$2.70M0.00%+3,689+13.8%Added
Berger Financial Group, Inc30,426$2.70M0.16%−99−0.3%Reduced
Great Waters Wealth Management30,419$2.70M0.30%−400−1.3%Reduced
Nomura Asset Management International Inc.30,358$2.69M0.00%+30,358New
Arjuna Capital29,945$2.65M0.65%+29,945New
Nisa Investment Advisors, LLC29,884$2.65M0.01%00.0%Unchanged
Citigroup Inc29,018$2.57M0.00%−83,142−74.1%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys28,986$2.57M0.01%−919−3.1%Reduced
Brinker Capital Investments, LLC28,706$2.55M0.02%−2,058−6.7%Reduced
Ethic Inc.27,449$2.43M0.04%+5,015+22.4%Added