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 |
|---|---|---|---|---|---|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
3,384
shares
|
$239,925
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
3,344
shares
|
$237,089
0.01% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
3,293
shares
|
$233,473
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
3,205
shares
|
$227,234
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Osprey Private Wealth LLC
New York, NY |
Jul 07, 2025 Q2 2025 |
3,200
shares
|
$226,880
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
3,200
shares
|
$226,880
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
3,199
shares
|
$226,809
0.02% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
3,191
shares
|
$226,241
0.02% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
3,150
shares
|
$223,335
0.0% of portfolio
|
Q1 2025
Reduced 89.94%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,117
shares
|
$220,995
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
3,112
shares
|
$220,640
0.01% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
3,092
shares
|
$219,222
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
3,070
shares
|
$217,663
0.01% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Hemenway Trust CO LLC
|
Apr 18, 2025 Q1 2025 |
3,000
shares
|
$212,700
0.02% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
3,000
shares
|
$212,700
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
2,991
shares
|
$212,061
0.01% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
2,936
shares
|
$208,162
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
2,906
shares
|
$206,035
0.0% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,730
shares
|
$193,557
0.04% of portfolio
|
Q2 2024
Added 6.81%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,631
shares
|
$186,537
0.0% of portfolio
|
Q1 2025
Added 25.05%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
2,387
shares
|
$169,238
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
2,366
shares
|
$167,749
0.04% of portfolio
|
Q2 2025
Reduced 81.23%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
2,298
shares
|
$162,928
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
2,027
shares
|
$143,714
0.0% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
1,953
shares
|
$138,467
0.09% of portfolio
|
Q1 2025
Added 15.09%
|