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 |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
55
shares
|
$4,202
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
53
shares
|
$4,049
0.0% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
52
shares
|
$3,972
0.0% of portfolio
|
Q3 2024
Added 23.81%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
50
shares
|
$3,820
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
49
shares
|
$3,743
0.0% of portfolio
|
Q4 2023
Reduced 7.55%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
49
shares
|
$3,743
0.0% of portfolio
|
Q3 2024
Reduced 44.32%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
43
shares
|
$3,285
0.0% of portfolio
|
Q1 2024
Added 152.94%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
39
shares
|
$2,979
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
38
shares
|
$2,903
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
34
shares
|
$2,597
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
30
shares
|
$2,292
0.0% of portfolio
|
Q3 2023
Added 7.14%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
26
shares
|
$1,986
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
25
shares
|
$1,910
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
23
shares
|
$1,757
0.0% of portfolio
|
Q3 2024
Added 475.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
22
shares
|
$1,680
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
22
shares
|
$1,680
0.0% of portfolio
|
Q2 2021
Reduced 98.28%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
22
shares
|
$1,680
0.0% of portfolio
|
Q2 2024
Added 15.79%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
21
shares
|
$1,604
0.0% of portfolio
|
Q3 2023
Reduced 32.26%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
21
shares
|
$1,604
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
20
shares
|
$1,528
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
20
shares
|
$1,528
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
16
shares
|
$1,222
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
15
shares
|
$1,146
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
15
shares
|
$1,146
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
15
shares
|
$1,146
0.0% of portfolio
|
Q1 2024
Added 150.0%
|