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 |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
73
shares
|
$5,175
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
72
shares
|
$5,104
0.0% of portfolio
|
Q1 2025
Reduced 30.77%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
68
shares
|
$4,821
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
66
shares
|
$4,679
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
61
shares
|
$4,324
0.0% of portfolio
|
Q1 2025
Added 79.41%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
59
shares
|
$4,183
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
56
shares
|
$3,970
0.0% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
54
shares
|
$3,828
0.0% of portfolio
|
Q1 2025
Added 54.29%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
48
shares
|
$3,403
0.0% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
43
shares
|
$3,048
0.0% of portfolio
|
Q1 2024
Added 152.94%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
42
shares
|
$2,977
0.0% of portfolio
|
Q1 2025
Reduced 19.23%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
39
shares
|
$2,765
0.0% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
37
shares
|
$2,623
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
34
shares
|
$2,410
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
32
shares
|
$2,268
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
30
shares
|
$2,127
0.0% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
29
shares
|
$2,056
0.0% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
28
shares
|
$1,985
0.0% of portfolio
|
Q4 2024
Added 27.27%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
28
shares
|
$1,985
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
27
shares
|
$1,914
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
26
shares
|
$1,843
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
22
shares
|
$1,559
0.0% of portfolio
|
Q2 2024
Added 15.79%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
22
shares
|
$1,559
0.0% of portfolio
|
Q4 2024
Reduced 74.12%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
22
shares
|
$1,559
0.0% of portfolio
|
Q2 2021
Reduced 98.28%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
21
shares
|
$1,488
0.0% of portfolio
|
Q2 2023
New holding
|