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 577 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $8.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
95
shares
|
$7,660
0.0% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
95
shares
|
$7,660
0.0% of portfolio
|
Q2 2025
Added 13.1%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
91
shares
|
$7,338
0.0% of portfolio
|
Q4 2023
Reduced 89.79%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
90
shares
|
$7,257
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
89
shares
|
$7,176
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
85
shares
|
$6,854
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
80
shares
|
$6,451
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
78
shares
|
$6,289
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
78
shares
|
$6,289
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
73
shares
|
$5,886
0.0% of portfolio
|
Q2 2025
Reduced 95.95%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
73
shares
|
$5,886
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
72
shares
|
$5,806
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
68
shares
|
$5,483
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
68
shares
|
$5,483
0.0% of portfolio
|
Q2 2025
Added 423.08%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
66
shares
|
$5,322
0.0% of portfolio
|
Q2 2025
Reduced 31.25%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
66
shares
|
$5,322
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
64
shares
|
$5,160
0.0% of portfolio
|
Q2 2025
Added 52.38%
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
59
shares
|
$4,757
0.0% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
59
shares
|
$4,757
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
56
shares
|
$4,515
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
52
shares
|
$4,193
0.0% of portfolio
|
Q2 2025
Added 20.93%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
41
shares
|
$3,306
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
39
shares
|
$3,144
0.0% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
37
shares
|
$2,983
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
36
shares
|
$2,903
0.0% of portfolio
|
Q2 2025
New holding
|