Institutional Ownership Donaldson CO Inc (DCI)
This table provides information about the institutional ownership of Donaldson CO Inc (DCI). We have compiled data on the 613 institutions that hold shares in the stock, with a total of 97.2 Million shares, which have been reported (via 13F filing form) to have a value of $8.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
15,797
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Reduced 35.25%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,663
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2023
Reduced 3.62%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
15,363
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2025
Added 353.99%
|
|
|
Eads & Heald Wealth Management
|
Oct 22, 2025 Q3 2025 |
15,218
shares
|
$1.3 Million
0.59% of portfolio
|
Q3 2025
Added 20.99%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
15,160
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 57.67%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
14,918
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
14,595
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2025
Added 28.23%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
14,489
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
14,481
shares
|
$1.24 Million
0.16% of portfolio
|
Q1 2025
Added 34.76%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
14,446
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2022
Reduced 39.57%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
14,155
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2023
Reduced 5.32%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
14,077
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
14,000
shares
|
$1.2 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
13,894
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
13,780
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
13,757
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 81.66%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
13,590
shares
|
$1.16 Million
0.13% of portfolio
|
Q3 2025
Added 31.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
13,580
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 63.35%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
13,341
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
13,029
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2023
Reduced 28.14%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
12,990
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
12,926
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
12,536
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 48.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
12,410
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.4%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
12,264
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Added 4.04%
|
|