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 563 institutions that hold shares in the stock, with a total of 96.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
11,021
shares
|
$748,436
0.2% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,861
shares
|
$737,570
0.08% of portfolio
|
Q3 2024
Reduced 19.77%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
10,833
shares
|
$735,669
0.0% of portfolio
|
Q3 2024
Added 20.74%
|
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
10,829
shares
|
$735,397
0.37% of portfolio
|
Q3 2024
Reduced 41.23%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
10,819
shares
|
$734,718
0.14% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
First Eagle Investment Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,817
shares
|
$734,582
0.0% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
10,615
shares
|
$720,864
0.0% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
10,601
shares
|
$719,913
0.03% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
10,546
shares
|
$716,178
0.0% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
10,242
shares
|
$695,534
0.11% of portfolio
|
Q3 2024
Added 644.87%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 22, 2024 Q3 2024 |
10,221
shares
|
$694,108
0.16% of portfolio
|
Q3 2024
Reduced 46.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
10,136
shares
|
$688,335
0.0% of portfolio
|
Q3 2024
Reduced 17.17%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
10,000
shares
|
$679,100
0.06% of portfolio
|
Q3 2024
Added 17.65%
|
|
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
Oct 21, 2024 Q3 2024 |
10,000
shares
|
$679,100
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Eads & Heald Wealth Management
|
Oct 28, 2024 Q3 2024 |
9,758
shares
|
$662,665
0.34% of portfolio
|
Q2 2024
Added 2.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,559
shares
|
$649,151
0.0% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
9,533
shares
|
$647,386
0.01% of portfolio
|
Q1 2023
Reduced 14.06%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
9,512
shares
|
$645,959
0.03% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
9,462
shares
|
$642,564
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,447
shares
|
$641,545
0.02% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
9,400
shares
|
$638,354
0.04% of portfolio
|
Q4 2022
Reduced 5.05%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
9,362
shares
|
$635,773
0.02% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
9,327
shares
|
$633,396
0.01% of portfolio
|
Q3 2024
Added 26.95%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
9,301
shares
|
$631,630
0.01% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
9,289
shares
|
$630,815
0.01% of portfolio
|
Q3 2024
Reduced 18.26%
|