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 $6.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
4,102
shares
|
$278,566
0.01% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
4,102
shares
|
$278,566
0.0% of portfolio
|
Q3 2024
Added 85.95%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
4,027
shares
|
$273,473
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,985
shares
|
$270,621
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
3,972
shares
|
$269,738
0.07% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,970
shares
|
$269,602
0.01% of portfolio
|
Q2 2024
Reduced 29.41%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
3,925
shares
|
$266,546
0.0% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,918
shares
|
$266,071
0.0% of portfolio
|
Q2 2023
Reduced 1.93%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
3,915
shares
|
$265,867
0.01% of portfolio
|
Q3 2024
Reduced 21.51%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
3,901
shares
|
$264,916
0.02% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
3,896
shares
|
$264,577
0.13% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
3,890
shares
|
$264,169
0.02% of portfolio
|
Q3 2024
Reduced 95.56%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
3,870
shares
|
$262,811
0.0% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,786
shares
|
$257,107
0.0% of portfolio
|
Q3 2024
Reduced 69.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,780
shares
|
$256,699
0.01% of portfolio
|
Q3 2024
Added 511.65%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
3,753
shares
|
$254,866
0.15% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
3,736
shares
|
$253,711
0.09% of portfolio
|
Q2 2024
Reduced 9.23%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
3,664
shares
|
$248,822
0.01% of portfolio
|
Q3 2024
Added 17.78%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
3,645
shares
|
$247,531
0.0% of portfolio
|
Q3 2024
Reduced 63.85%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
3,604
shares
|
$244,747
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
3,573
shares
|
$242,642
0.03% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
3,551
shares
|
$241,148
0.0% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Oct 15, 2024 Q3 2024 |
3,549
shares
|
$241,012
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
3,546
shares
|
$240,808
0.09% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
3,522
shares
|
$239,179
0.02% of portfolio
|
Q3 2024
Reduced 10.99%
|