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 577 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $8.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
13,029
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2023
Reduced 28.14%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
12,741
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 11.16%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
12,578
shares
|
$1.01 Million
0.43% of portfolio
|
Q2 2025
Added 25.93%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
12,490
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Caxton Associates LLP
London, |
Aug 14, 2025 Q2 2025 |
12,434
shares
|
$1 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
12,313
shares
|
$992,920
0.0% of portfolio
|
Q2 2025
Reduced 32.36%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
12,287
shares
|
$990,823
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Perbak Capital Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
12,076
shares
|
$973,808
0.19% of portfolio
|
Q2 2025
Added 141.91%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
12,012
shares
|
$968,647
0.03% of portfolio
|
Q2 2025
Added 16.52%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
11,788
shares
|
$950,584
0.01% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
11,382
shares
|
$917,844
0.01% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
First Eagle Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
11,241
shares
|
$906,474
0.0% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
11,217
shares
|
$904,538
0.0% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
11,132
shares
|
$897,684
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
11,007
shares
|
$887,604
0.0% of portfolio
|
Q2 2025
Reduced 55.7%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,994
shares
|
$886,556
0.0% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
10,687
shares
|
$861,799
0.02% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
10,534
shares
|
$849,461
0.0% of portfolio
|
Q2 2025
Reduced 47.85%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
10,500
shares
|
$846,720
0.0% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
10,371
shares
|
$836,317
0.09% of portfolio
|
Q2 2025
Added 42.38%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
10,334
shares
|
$833,333
0.1% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
10,128
shares
|
$816,721
0.05% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
Oct 21, 2024 Q3 2024 |
10,000
shares
|
$806,400
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
9,978
shares
|
$804,625
0.03% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
9,914
shares
|
$799,464
0.11% of portfolio
|
Q1 2025
Reduced 2.22%
|