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 2026
Institutional positions in Donaldson Co Inc as of Mar 31, 2026. 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
- 613
- +2 vs. Q4 2025
- Shares held
- 101.2M
- +14.0M (+16.1%) vs. Q4 2025
- Total value
- $8.59B
- +$855.6M (+11.1%) vs. Q4 2025
- New holders
- 71
- 199 more added
- Sold out
- 69
- 224 more reduced
10 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Donaldson Co Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 609 | $52.0K | 0.04% | −514−45.8% | Reduced |
| Essential Partners LLC | 595 | $50.5K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 545 | $46.9K | 0.02% | +2+0.4% | Added |
| Stephenson National Bank & Trust | 550 | $46.7K | 0.01% | −394−41.7% | Reduced |
| Harbour Investments, Inc. | 535 | $45.4K | 0.00% | +211+65.1% | Added |
| National Bank of Canada | 509 | $43.1K | 0.00% | +62+13.9% | Added |
| Opal Wealth Advisors, LLC | 501 | $42.6K | 0.01% | +501 | New |
| Los Angeles Capital Management LLC | 501 | $42.5K | 0.00% | −3,124−86.2% | Reduced |
| Battery Global Advisors, LLC | 478 | $40.6K | 0.02% | −500−51.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 476 | $40.4K | 0.01% | +2+0.4% | Added |
| Webster Bank, N. A. | 468 | $39.7K | 0.00% | −26−5.3% | Reduced |
| True Link Financial Advisors, LLC | 426 | $36.2K | 0.00% | +426 | New |
| MAI Capital Management | 404 | $34.3K | 0.00% | +125+44.8% | Added |
| Leonteq Securities AG | 390 | $33.1K | 0.00% | −62−13.7% | Reduced |
| SJS Investment Consulting Inc. | 389 | $33.0K | 0.00% | +11+2.9% | Added |
| Asset Dedication, LLC | 377 | $32.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 360 | $30.6K | 0.01% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 359 | $30.5K | 0.00% | +359 | New |
| Massmutual Trust Co FSB | 349 | $29.6K | 0.00% | +60+20.8% | Added |
| True Wealth Design, LLC | 327 | $27.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 320 | $27.1K | 0.00% | +28+9.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 283 | $24.0K | 0.01% | +283 | New |
| AdvisorNet Financial, Inc | 264 | $22.4K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 234 | $19.9K | 0.01% | +34+17.0% | Added |
| Quent Capital, LLC | 220 | $18.6K | 0.00% | −6−2.7% | Reduced |
| Millstone Evans Group, LLC | 212 | $18.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 203 | $17.2K | 0.00% | +203 | New |
| RWM Asset Management, LLC | 200 | $17.0K | 0.00% | +200 | New |
| HM Payson & Co | 192 | $16.3K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 180 | $15.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 179 | $15.2K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 177 | $15.0K | 0.01% | +4+2.3% | Added |
| Innovative Asset Advisors Group, LLC | 161 | $13.7K | 0.01% | +161 | New |
| Trust Co of Toledo NA | 145 | $12.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 141 | $12.0K | 0.00% | +4+2.9% | Added |
| Owl Creek Wealth Partners LLC | 135 | $11.5K | 0.00% | +135 | New |
| Mather Group, LLC. | 131 | $11.1K | 0.00% | +131 | New |
| Assetmark, Inc | 130 | $11.0K | 0.00% | +51+64.6% | Added |
| Larson Financial Group LLC | 123 | $10.4K | 0.00% | −4−3.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 120 | $10.2K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 112 | $9.51K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 110 | $9.34K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 101 | $8.57K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 100 | $8.49K | 0.01% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 90 | $7.75K | 0.00% | +90 | New |
| Adirondack Trust Co | 91 | $7.72K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 90 | $7.64K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 90 | $7.64K | 0.00% | +90 | New |
| Fortitude Family Office, LLC | 87 | $7.38K | 0.00% | +44+102.3% | Added |
| Zions Bancorporation, National Association | 85 | $7.21K | 0.00% | +78+1,114.3% | Added |
| Wealth Enhancement Trust Services, Inc. | 82 | $6.96K | 0.00% | +43+110.3% | Added |
| TopTier Wealth Management, LLC | 82 | $6.96K | 0.00% | +82 | New |
| Holos Integrated Wealth LLC | 78 | $6.67K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 78 | $6.62K | 0.12% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 76 | $6.54K | 0.00% | −4−5.0% | Reduced |
| Bare Financial Services, Inc | 76 | $6.45K | 0.00% | −73−49.0% | Reduced |
| UMA Financial Services, Inc. | 66 | $5.60K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 63 | $5.38K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 62 | $5.26K | 0.00% | +1+1.6% | Added |
| Capital Advisors, Ltd. LLC | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 58 | $4.92K | 0.00% | +7+13.7% | Added |
| CVA Family Office, LLC | 57 | $4.84K | 0.00% | +41+256.3% | Added |
| Grove Bank & Trust | 50 | $4.24K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 46 | $3.90K | 0.00% | −1−2.1% | Reduced |
| Truvestments Capital LLC | 46 | $3.90K | 0.00% | +46 | New |
| Intentional Wealth Strategies, LLC | 46 | $3.90K | 0.00% | +46 | New |
| Armstrong Advisory Group, Inc | 40 | $3.40K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 35 | $2.97K | 0.00% | −564−94.2% | Reduced |
| Fortis Group Advisors, LLC | 34 | $2.89K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 34 | $2.89K | 0.00% | +34 | New |
| Bruce G. Allen Investments, LLC | 30 | $2.55K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 30 | $2.55K | 0.00% | +3+11.1% | Added |
| Salomon & Ludwin, LLC | 29 | $2.47K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 29 | $2.46K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $2.12K | 0.00% | +6+31.6% | Added |
| Marquette Asset Management, LLC | 24 | $2.04K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $1.95K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 22 | $1.90K | 0.00% | −6−21.4% | Reduced |
| Rialto Wealth Management, LLC | 22 | $1.87K | 0.00% | +4+22.2% | Added |
| Whipplewood Advisors, LLC | 22 | $1.87K | 0.00% | +10+83.3% | Added |
| Bell Investment Advisors, Inc | 21 | $1.78K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 21 | $1.78K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $1.71K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 20 | $1.70K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $1.70K | 0.00% | +1+5.3% | Added |
| ZRC Wealth Management, LLC | 19 | $1.61K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 18 | $1.53K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 18 | $1.53K | 0.00% | +18 | New |
| Bay Harbor Wealth Management, LLC | 18 | $1.53K | 0.00% | +8+80.0% | Added |
| Principia Wealth Advisory, LLC | 17 | $1.44K | 0.00% | +2+13.3% | Added |
| Cornerstone Planning Group LLC | 17 | $1.40K | 0.00% | +1+6.3% | Added |
| South State Corp. | 16 | $1.36K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 15 | $1.27K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 15 | $1.27K | 0.00% | +15 | New |
| Rossby Financial, LCC | 13 | $1.12K | 0.00% | +7+116.7% | Added |
| SBI Securities Co., Ltd. | 13 | $1.10K | 0.00% | −20−60.6% | Reduced |
| Cedar Mountain Advisors, LLC | 13 | $1.10K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 11 | $934 | 0.00% | 00.0% | Unchanged |