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 97.1 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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
4,520
shares
|
$386,776
0.01% of portfolio
|
Q3 2025
Added 32.05%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
4,422
shares
|
$378,390
0.01% of portfolio
|
Q3 2025
Added 12.75%
|
|
|
Perkins Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
4,400
shares
|
$376,507
0.36% of portfolio
|
Q2 2025
Reduced 36.23%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
4,357
shares
|
$372,828
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
4,326
shares
|
$370,175
0.02% of portfolio
|
Q3 2025
Reduced 15.06%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
4,300
shares
|
$367,950
0.01% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,167
shares
|
$356,570
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
4,125
shares
|
$352,976
0.06% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,008
shares
|
$342,964
0.01% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
3,974
shares
|
$340,055
0.02% of portfolio
|
Q3 2025
Added 26.92%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,918
shares
|
$335,263
0.0% of portfolio
|
Q2 2023
Reduced 1.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
3,899
shares
|
$333,637
0.0% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Nov 07, 2025 Q3 2025 |
3,884
shares
|
$332,353
0.2% of portfolio
|
Q2 2025
Reduced 21.6%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
3,872
shares
|
$331,327
0.01% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Curated Wealth Partners LLC
|
Oct 09, 2025 Q3 2025 |
3,850
shares
|
$329,444
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
3,823
shares
|
$327,134
0.0% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,814
shares
|
$326,363
0.01% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
3,812
shares
|
$326,192
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
3,786
shares
|
$323,968
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
3,774
shares
|
$322,941
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
3,745
shares
|
$320,459
0.01% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
3,736
shares
|
$319,689
0.08% of portfolio
|
Q2 2024
Reduced 9.23%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
3,698
shares
|
$316,437
0.02% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Nov 13, 2025 Q3 2025 |
3,693
shares
|
$316,010
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
3,671
shares
|
$314,127
0.04% of portfolio
|
Q4 2024
New holding
|
|