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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,825
shares
|
$122,402
0.07% of portfolio
|
Q1 2022
Reduced 1.24%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,803
shares
|
$120,927
0.0% of portfolio
|
Q4 2024
Reduced 80.91%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,697
shares
|
$113,817
0.07% of portfolio
|
Q4 2024
Added 28.95%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
1,654
shares
|
$110,933
0.01% of portfolio
|
Q2 2023
Added 33.07%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
1,565
shares
|
$104,964
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Nkcfo LLC
|
Jan 30, 2025 Q4 2024 |
1,545
shares
|
$103,623
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,361
shares
|
$91,282
0.0% of portfolio
|
Q4 2024
Reduced 23.8%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
1,350
shares
|
$90,544
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
1,337
shares
|
$89,672
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,206
shares
|
$80,886
0.0% of portfolio
|
Q4 2024
Added 61.88%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,179
shares
|
$79,075
0.0% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,179
shares
|
$79,075
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,137
shares
|
$76,258
0.0% of portfolio
|
Q4 2024
Added 45.03%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,072
shares
|
$71,899
0.01% of portfolio
|
Q4 2024
Added 162.75%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
1,051
shares
|
$70,490
0.01% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
1,043
shares
|
$69,954
0.01% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
1,000
shares
|
$67,070
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
951
shares
|
$63,783
0.0% of portfolio
|
Q4 2024
Reduced 19.75%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
925
shares
|
$62,039
0.01% of portfolio
|
Q4 2024
Added 28.65%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
874
shares
|
$58,619
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
800
shares
|
$53,655
0.0% of portfolio
|
Q3 2022
Reduced 45.95%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
796
shares
|
$53,387
0.01% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
793
shares
|
$53,186
0.01% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
782
shares
|
$52,448
0.0% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
781
shares
|
$52,381
0.0% of portfolio
|
Q4 2024
Added 89.56%
|