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 565 institutions that hold shares in the stock, with a total of 96.8 Million shares, which have been reported (via 13F filing form) to have a value of $7.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
168
shares
|
$12,835
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
161
shares
|
$12,300
0.0% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
143
shares
|
$10,925
0.0% of portfolio
|
Q4 2023
Reduced 62.66%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
140
shares
|
$10,696
0.0% of portfolio
|
Q2 2023
Reduced 32.04%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
125
shares
|
$9,550
0.0% of portfolio
|
Q3 2024
Added 380.77%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
122
shares
|
$9,320
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
120
shares
|
$9,168
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
112
shares
|
$8,556
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
110
shares
|
$8,404
0.0% of portfolio
|
Q2 2024
Added 400.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
101
shares
|
$7,716
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
99
shares
|
$7,563
0.0% of portfolio
|
Q3 2024
Reduced 80.32%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
91
shares
|
$6,952
0.0% of portfolio
|
Q4 2023
Reduced 89.79%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
90
shares
|
$6,876
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
90
shares
|
$6,876
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
85
shares
|
$6,494
0.0% of portfolio
|
Q3 2023
Added 304.76%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
85
shares
|
$6,494
0.0% of portfolio
|
Q3 2024
Added 286.36%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
85
shares
|
$6,494
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
84
shares
|
$6,417
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
78
shares
|
$5,959
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
74
shares
|
$5,653
0.0% of portfolio
|
Q3 2024
Reduced 31.48%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
73
shares
|
$5,577
0.01% of portfolio
|
Q4 2023
Reduced 12.05%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
73
shares
|
$5,577
0.0% of portfolio
|
Q3 2024
Reduced 47.1%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
73
shares
|
$5,577
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
68
shares
|
$5,195
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
66
shares
|
$5,042
0.0% of portfolio
|
Q2 2023
New holding
|