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 |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
61
shares
|
$5,219
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
59
shares
|
$5,048
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
58
shares
|
$4,963
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
56
shares
|
$4,791
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
56
shares
|
$4,791
0.0% of portfolio
|
Q3 2025
Added 300.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
55
shares
|
$4,706
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
52
shares
|
$4,449
0.0% of portfolio
|
Q2 2025
Added 20.93%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
50
shares
|
$4,278
0.0% of portfolio
|
Q3 2025
Added 35.14%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
49
shares
|
$4,192
0.0% of portfolio
|
Q3 2025
Added 36.11%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
42
shares
|
$3,593
0.0% of portfolio
|
Q3 2025
Added 425.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
40
shares
|
$3,422
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
40
shares
|
$3,422
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
39
shares
|
$3,337
0.0% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
36
shares
|
$3,080
0.0% of portfolio
|
Q3 2025
Reduced 12.2%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
34
shares
|
$2,909
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
33
shares
|
$2,823
0.0% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
31
shares
|
$2,652
0.0% of portfolio
|
Q3 2025
Reduced 67.37%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
30
shares
|
$2,567
0.0% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
29
shares
|
$2,481
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
28
shares
|
$2,395
0.0% of portfolio
|
Q4 2024
Added 27.27%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
23
shares
|
$1,968
0.0% of portfolio
|
Q3 2025
Added 43.75%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
21
shares
|
$1,796
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
21
shares
|
$1,796
0.0% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
21
shares
|
$1,796
0.0% of portfolio
|
Q3 2023
Reduced 32.26%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
20
shares
|
$1,711
0.0% of portfolio
|
Q1 2025
Reduced 92.45%
|
|