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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
315
shares
|
$21,127
0.0% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
286
shares
|
$19,182
0.01% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
285
shares
|
$19,114
0.0% of portfolio
|
Q4 2024
Reduced 98.73%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
281
shares
|
$18,846
0.01% of portfolio
|
Q4 2024
Added 130.33%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
279
shares
|
$18,712
0.0% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
265
shares
|
$17,773
0.0% of portfolio
|
Q4 2024
Reduced 13.96%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
250
shares
|
$16,767
0.0% of portfolio
|
Q4 2024
Added 17.92%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
250
shares
|
$16,767
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
212
shares
|
$14,218
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
200
shares
|
$13,413
0.0% of portfolio
|
Q4 2024
Reduced 98.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
200
shares
|
$13,413
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
196
shares
|
$13,145
0.0% of portfolio
|
Q4 2024
Added 97.98%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
180
shares
|
$12,072
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
168
shares
|
$11,267
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
151
shares
|
$10,127
0.0% of portfolio
|
Q4 2024
Added 20.8%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
148
shares
|
$9,926
0.0% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
140
shares
|
$9,389
0.0% of portfolio
|
Q2 2023
Reduced 32.04%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
120
shares
|
$8,048
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
117
shares
|
$7,847
0.0% of portfolio
|
Q4 2024
Added 30.0%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
113
shares
|
$7,578
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
112
shares
|
$7,511
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
106
shares
|
$7,109
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
104
shares
|
$6,975
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
101
shares
|
$6,774
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
95
shares
|
$6,371
0.0% of portfolio
|
Q4 2024
Added 30.14%
|