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 97.2 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 |
|---|---|---|---|---|---|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
660
shares
|
$56,476
0.04% of portfolio
|
Q2 2025
Added 266.67%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
535
shares
|
$45,779
0.02% of portfolio
|
Q3 2025
Reduced 19.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
512
shares
|
$43,811
0.0% of portfolio
|
Q2 2020
Added 0.95%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
494
shares
|
$42,271
0.0% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
488
shares
|
$41,758
0.0% of portfolio
|
Q3 2022
Added 47.88%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
478
shares
|
$40,902
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
378
shares
|
$32,345
0.0% of portfolio
|
Q3 2025
Added 3680.0%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
377
shares
|
$32,259
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
360
shares
|
$30,805
0.01% of portfolio
|
Q1 2024
Reduced 17.24%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
350
shares
|
$29,949
0.0% of portfolio
|
Q3 2025
Reduced 46.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
340
shares
|
$29,093
0.0% of portfolio
|
Q3 2025
Reduced 15.21%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
325
shares
|
$27,810
0.01% of portfolio
|
Q3 2025
Added 203.74%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
311
shares
|
$26,612
0.0% of portfolio
|
Q2 2025
Added 161.34%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
291
shares
|
$24,900
0.0% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
282
shares
|
$24,130
0.0% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
264
shares
|
$22,590
0.0% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
236
shares
|
$20,194
0.01% of portfolio
|
Q3 2025
Reduced 99.0%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
225
shares
|
$19,253
0.0% of portfolio
|
Q3 2025
Added 17.8%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
212
shares
|
$18,140
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
200
shares
|
$17,114
0.01% of portfolio
|
Q3 2025
Added 124.72%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
199
shares
|
$17,028
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
192
shares
|
$16,429
0.0% of portfolio
|
Q1 2025
Reduced 68.21%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
179
shares
|
$15,317
0.0% of portfolio
|
Q2 2025
Added 98.89%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
168
shares
|
$14,375
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
167
shares
|
$14,290
0.01% of portfolio
|
Q3 2025
Added 0.6%
|
|