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 |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
34
shares
|
$2,741
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
34
shares
|
$2,741
0.0% of portfolio
|
Q2 2025
Reduced 44.26%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
33
shares
|
$2,661
0.0% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
32
shares
|
$2,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
30
shares
|
$2,419
0.0% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
28
shares
|
$2,257
0.0% of portfolio
|
Q4 2024
Added 27.27%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
25
shares
|
$2,016
0.0% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
22
shares
|
$1,774
0.0% of portfolio
|
Q2 2021
Reduced 98.28%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
22
shares
|
$1,774
0.0% of portfolio
|
Q4 2024
Reduced 74.12%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
21
shares
|
$1,693
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
21
shares
|
$1,693
0.0% of portfolio
|
Q3 2023
Reduced 32.26%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
21
shares
|
$1,693
0.0% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
21
shares
|
$1,693
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
20
shares
|
$1,612
0.0% of portfolio
|
Q1 2025
Reduced 92.45%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
20
shares
|
$1,612
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
20
shares
|
$1,612
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
19
shares
|
$1,532
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
18
shares
|
$1,451
0.0% of portfolio
|
Q2 2025
Reduced 90.77%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
18
shares
|
$1,451
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
16
shares
|
$1,290
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
16
shares
|
$1,290
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
16
shares
|
$1,290
0.0% of portfolio
|
Q2 2025
Reduced 40.74%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
15
shares
|
$1,209
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
15
shares
|
$1,209
0.0% of portfolio
|
Q1 2024
Added 150.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
14
shares
|
$1,128
0.0% of portfolio
|
Q4 2024
New holding
|