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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
192
shares
|
$13,612
0.0% of portfolio
|
Q1 2025
Reduced 68.21%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
180
shares
|
$12,762
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
173
shares
|
$12,265
0.0% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
168
shares
|
$11,911
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
166
shares
|
$11,769
0.0% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
150
shares
|
$10,635
0.0% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
140
shares
|
$9,926
0.0% of portfolio
|
Q1 2025
Reduced 77.67%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
140
shares
|
$9,926
0.0% of portfolio
|
Q2 2023
Reduced 32.04%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
136
shares
|
$9,642
0.0% of portfolio
|
Q1 2025
Added 49.45%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
120
shares
|
$8,508
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
119
shares
|
$8,437
0.0% of portfolio
|
Q1 2025
Added 495.0%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
113
shares
|
$8,011
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
112
shares
|
$7,940
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
111
shares
|
$7,869
0.0% of portfolio
|
Q1 2025
Added 192.11%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
101
shares
|
$7,160
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
96
shares
|
$6,806
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
91
shares
|
$6,451
0.0% of portfolio
|
Q4 2023
Reduced 89.79%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
90
shares
|
$6,381
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
90
shares
|
$6,381
0.0% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
85
shares
|
$6,026
0.0% of portfolio
|
Q3 2023
Added 304.76%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
84
shares
|
$5,955
0.0% of portfolio
|
Q1 2025
Added 82.61%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
80
shares
|
$5,672
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
78
shares
|
$5,530
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
76
shares
|
$5,388
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
74
shares
|
$5,246
0.0% of portfolio
|
Q3 2024
Reduced 31.48%
|