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 |
|---|---|---|---|---|---|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
3,985
shares
|
$267,273
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
3,931
shares
|
$263,652
0.01% of portfolio
|
Q4 2024
Reduced 24.11%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,918
shares
|
$262,780
0.0% of portfolio
|
Q2 2023
Reduced 1.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
3,905
shares
|
$261,908
0.0% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,881
shares
|
$260,298
0.01% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
3,800
shares
|
$254,865
0.0% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
3,789
shares
|
$254,128
0.01% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
3,788
shares
|
$254,061
0.0% of portfolio
|
Q4 2024
Added 82.73%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
3,738
shares
|
$250,707
0.0% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
3,736
shares
|
$250,573
0.08% of portfolio
|
Q2 2024
Reduced 9.23%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
3,719
shares
|
$249,433
0.01% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
3,696
shares
|
$247,890
0.11% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
3,671
shares
|
$246,213
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
3,650
shares
|
$244,805
0.16% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
111 Capital
Paris, I0 |
Mar 18, 2025 Q4 2024 |
3,636
shares
|
$243,866
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,635
shares
|
$243,799
0.01% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
3,604
shares
|
$241,720
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
3,586
shares
|
$240,513
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
3,556
shares
|
$238,500
0.09% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,500
shares
|
$234,744
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,499
shares
|
$234,677
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Leeward Financial Partners, LLC
|
Feb 12, 2025 Q4 2024 |
3,482
shares
|
$233,537
0.08% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,451
shares
|
$231,458
0.02% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
M. Kraus & CO
|
Jan 14, 2025 Q4 2024 |
3,443
shares
|
$230,922
0.08% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
3,440
shares
|
$230,720
0.08% of portfolio
|
Q4 2024
Reduced 50.09%
|