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 559 institutions that hold shares in the stock, with a total of 98.2 Million shares, which have been reported (via 13F filing form) to have a value of $6.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
11,026
shares
|
$739,513
0.03% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
11,020
shares
|
$739,111
0.01% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
11,008
shares
|
$738,306
0.02% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
10,746
shares
|
$720,734
0.12% of portfolio
|
Q4 2024
Added 20.93%
|
|
|
New England Research & Management, Inc.
|
Jan 23, 2025 Q4 2024 |
10,729
shares
|
$719,594
0.37% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
First Eagle Investment Management, LLC
|
Feb 10, 2025 Q4 2024 |
10,717
shares
|
$718,789
0.0% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
10,673
shares
|
$715,838
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
10,635
shares
|
$713,289
0.0% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
10,574
shares
|
$709,198
0.0% of portfolio
|
Q4 2024
Added 41.31%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
10,359
shares
|
$694,778
0.1% of portfolio
|
Q4 2024
Reduced 45.07%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
10,287
shares
|
$689,949
0.0% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
10,220
shares
|
$685,455
0.02% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
10,161
shares
|
$681,498
0.03% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
10,139
shares
|
$680,022
0.12% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Feb 14, 2025 Q4 2024 |
10,104
shares
|
$677,675
0.07% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
Oct 21, 2024 Q3 2024 |
10,000
shares
|
$670,699
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$670,699
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
9,841
shares
|
$660,035
0.01% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
9,713
shares
|
$651,450
0.01% of portfolio
|
Q4 2024
Added 22.07%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
9,598
shares
|
$643,737
0.32% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,559
shares
|
$641,122
0.0% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
9,533
shares
|
$639,378
0.01% of portfolio
|
Q1 2023
Reduced 14.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
9,409
shares
|
$631,061
0.0% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Investment House LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
9,400
shares
|
$630,457
0.04% of portfolio
|
Q4 2022
Reduced 5.05%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
9,381
shares
|
$629,183
0.01% of portfolio
|
Q4 2024
Added 157.37%
|