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 99.7 Million shares, which have been reported (via 13F filing form) to have a value of $7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
3,922
shares
|
$278,069
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,918
shares
|
$277,786
0.0% of portfolio
|
Q2 2023
Reduced 1.93%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,881
shares
|
$275,162
0.01% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
3,850
shares
|
$272,965
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,823
shares
|
$271,050
0.0% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
3,821
shares
|
$270,908
0.1% of portfolio
|
Q1 2025
Added 12.58%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
3,809
shares
|
$270,058
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
3,794
shares
|
$268,994
0.02% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
3,776
shares
|
$267,718
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
3,764
shares
|
$266,867
0.11% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
3,748
shares
|
$265,733
0.01% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
3,736
shares
|
$264,882
0.08% of portfolio
|
Q2 2024
Reduced 9.23%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
3,733
shares
|
$264,669
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
3,697
shares
|
$262,117
0.0% of portfolio
|
Q1 2025
Added 22.54%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
3,671
shares
|
$260,273
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,631
shares
|
$257,437
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
3,617
shares
|
$256,445
0.01% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
3,604
shares
|
$255,523
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
3,561
shares
|
$252,474
0.09% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,500
shares
|
$248,150
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,488
shares
|
$247,299
0.01% of portfolio
|
Q1 2025
Added 27.07%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
3,482
shares
|
$246,873
0.09% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
3,482
shares
|
$246,873
0.02% of portfolio
|
Q1 2025
Reduced 46.82%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
3,479
shares
|
$246,661
0.0% of portfolio
|
Q1 2025
Added 16.55%
|
|
|
M. Kraus & CO
|
Apr 17, 2025 Q1 2025 |
3,443
shares
|
$244,108
0.08% of portfolio
|
Q4 2024
Reduced 0.2%
|