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Get Institutions for : 
Donaldson Co Inc (DCI)  
$73.20 0.78 (1.08%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 458    0
Total shares held : 
103,107,727  
% of shares held : 
81.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -12  
Amount of shares held : 
2,082,432  
% of shares held change : 
  1.65%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$59.72  
Last Quarter's Ending Price : 
$65.35  
Last Quarter's Average Price
$60.93  
Change from last quarter's     
avg. price to the last closing  : 
12.27 (20.14%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
29
 1,310,930
 1.27%
 
Increased Positions :
158
 6,005,458
 5.82%
 
Unchanged Positions :
101
 1,858,663
 1.8%
 
Decreased Positions :
170
-5,025,812
-4.87%
 
Closed Positions :
29
-208,144
-0.2%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Granite Bay Wealth Management LLC 32 - 2023-12-31 913,500 $55,663,000 0
   ALASKA RETIREMENT MANAGEMENT BOARD 189 - 2024-03-31 121,241 $9,053,000 0
   Radnor Capital Management LLC 25 - 2024-03-31 55,420 $4,139,000 0
   State of Tennessee Treasury Department 630 - 2023-12-31 59,869 $3,912,000 0
   Marks Group Wealth Management Inc 80 - 2023-12-31 58,792 $3,842,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D 793 - 2023-12-31 58,314 $3,811,000 0
   HOYLECOHEN LLC 86 - 2023-12-31 52,387 $3,423,000 0
   NISA INVESTMENT ADVISORS L L C - 2023-12-31 41,523 $2,714,000 0
   JOHNSON INVESTMENT COUNSEL INC 231 - 2023-12-31 35,670 $2,331,000 0
   Illinois Municipal Retirement Fund 460 - 2023-12-31 34,566 $2,259,000 0
   NEW MEXICO EDUCATIONAL RETIREMENT BOARD 327 - 2024-03-31 24,900 $1,860,000 0
   ROMANO BROTHERS AND COMPANY 112 - 2024-03-31 23,850 $1,781,000 0
   Handelsbanken Fonder AB 670 - 2023-12-31 21,132 $1,381,000 0
   MidWestOne Financial Group Inc. 107 - 2023-12-31 18,834 $1,231,000 0
   BBK Capital Partners LLC 74 - 2023-12-31 18,554 $1,213,000 0
   ALLEN INVESTMENT MANAGEMENT LLC 130 - 2023-12-31 16,000 $1,046,000 0
   LEAVELL T & ASSOCIATES INC 270 - 2024-03-31 13,000 $971,000 0
   GRANITE INVESTMENT PARTNERS, LLC 214 - 2023-12-31 14,450 $944,000 0
   Pictet Asset Management Holding SA 1005 - 2023-12-31 14,155 $925,000 0
   PETRUS TRUST COMPANY, LTA 54 - 2023-12-31 13,538 $885,000 0
   RMB CAPITAL MANAGEMENT LLC 338 - 2023-12-31 11,255 $736,000 0
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 180 - 2024-03-31 9,533 $687,000 0
   Sendero Wealth Management LLC 107 - 2024-03-31 8,886 $664,000 0
   Maryland State Retirement & Pension System 922 - 2024-03-31 9,240 $663,000 0
   INVESTMENT HOUSE LLC 140 - 2023-12-31 9,400 $614,000 0
   ARNHOLD & S BLEICHROEDER ADVISERS LLC 364 - 2023-12-31 8,367 $547,000 0
   Gallagher Fiduciary Advisors LLC 96 - 2023-12-31 8,345 $545,000 0
   Glenview Trust Co 331 - 2023-12-31 8,000 $523,000 0
   F3Logic LLC 113 - 2022-12-31 8,345 $491,000 0
   NORTH STAR ASSET MANAGEMENT INC 209 - 2023-12-31 7,197 $470,000 0
   ROBERTS GLORE & CO INC /IL/ 131 - 2023-12-31 6,205 $405,000 0
   REED CONNER & BIRDWELL LLC 144 - 2023-12-31 6,000 $392,000 0
   FIRST NATIONAL BANK OF OMAHA 265 - 2023-12-31 5,904 $386,000 0
   PARSONS CAPITAL MANAGEMENT INC/RI 351 - 2024-03-31 4,950 $370,000 0
   SABAL TRUST CO - 2023-12-31 5,600 $366,000 0
   SNS Financial Group LLC 139 - 2024-03-31 4,554 $340,000 0
   OAK FAMILY ADVISORS LLC 93 - 2024-03-31 4,545 $339,000 0
   Sontag Advisory LLC 505 - 2023-12-31 4,966 $325,000 0
   ISTHMUS PARTNERS LLC 157 - 2023-12-31 4,797 $313,000 0
   SOMERVILLE KURT F 83 - 2023-12-31 4,675 $306,000 0
   Riverwater Partners LLC 145 - 2024-03-31 4,038 $302,000 0
   Atria Wealth Solutions Inc. 1513 - 2023-12-31 4,406 $288,000 0
   Stonebridge Capital Advisors LLC 170 - 2023-12-31 4,245 $277,000 0
   M. Kraus & Co 68 - 2024-03-31 3,510 $262,000 0
   Leeward Financial Partners LLC 78 - 2024-03-31 3,482 $260,000 0
   WASHINGTON TRUST BANK 196 - 2023-12-31 3,840 $251,000 0
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 3,819 $250,000 0
   ARMSTRONG HENRY H ASSOCIATES INC 53 - 2024-03-31 3,175 $237,000 0
   TRILLIUM ASSET MANAGEMENT CORP 220 - 2023-12-31 3,604 $236,000 0
   ENCOMPASS WEALTH ADVISORS LLC 135 - 2023-12-31 3,500 $229,000 0
   CIBC GLOBAL ASSET MANAGEMENT INC 933 - 2023-12-31 3,426 $224,000 0
   GAMBLE JONES MORPHY & BENT 192 - 2022-12-31 3,500 $206,000 0
   Northwest Capital Management Inc 138 - 2024-03-31 2,298 $172,000 0
   WHITTIER TRUST CO 690 - 2023-12-31 2,205 $144,000 0
   KBC GROUP NV 913 - 2023-12-31 1,946 $127,000 0
   JOHNSON FINANCIAL GROUP, INC. 349 - 2023-12-31 1,921 $126,000 0
   BANGOR SAVINGS BANK 229 - 2024-03-31 1,654 $124,000 0
   HARBOUR INVESTMENTS INC. 1188 - 2023-12-31 1,325 $87,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 386 - 2023-12-31 1,054 $69,000 0
   NATIONAL BANK OF CANADA /FI/ 1517 - 2023-12-31 1,000 $65,000 0
   Pacific Center for Financial Services 154 - 2023-12-31 1,000 $65,000 0
   Geneos Wealth Management Inc. - 2023-12-31 800 $52,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 801 - 2024-03-31 665 $50,000 0
   TRUST CO OF VERMONT 446 - 2023-12-31 650 $42,000 0
   Asset Dedication LLC 529 - 2024-03-31 377 $28,000 0
   HM PAYSON & CO 688 - 2023-12-31 412 $27,000 0
   FTB Advisors Inc. 1330 - 2024-03-31 286 $21,000 0
   PROEQUITIES INC. 1489 - 2023-12-31 295 $19,000 0
   Colonial Trust Co / SC 686 - 2023-12-31 200 $13,000 0
   Hoese & Co LLP 100 - 2024-03-31 180 $13,000 0
   JFS WEALTH ADVISORS, LLC 744 - 2023-12-31 169 $11,000 0
   GPS Wealth Strategies Group LLC 863 - 2023-12-31 140 $9,000 0
   SYSTM Wealth Solutions LLC 786 - 2024-03-31 124 $9,000 0
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 1162 - 2023-12-31 120 $8,000 0
   JNBA FINANCIAL ADVISORS 484 - 2024-03-31 112 $8,000 0
   ADIRONDACK TRUST CO 386 - 2024-03-31 91 $7,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1206 - 2023-12-31 85 $6,000 0
   Sugarloaf Wealth Management LLC 542 - 2024-03-31 68 $5,000 0
   Capital Advisors Ltd. LLC 905 - 2024-03-31 49 $4,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 840 - 2024-03-31 49 $4,000 0
   FOSTER DYKEMA CABOT & CO INC/MA 286 - 2023-09-30 66 $4,000 0
   Versant Capital Management Inc 1183 - 2024-03-31 36 $3,000 0
   Financial Perspectives Inc 556 - 2024-03-31 22 $2,000 0
   SJS Investment Consulting Inc. 811 - 2024-03-31 30 $2,000 0
   Glassman Wealth Services 1458 - 2023-12-31 21 $1,000 0
   TFC Financial Management - 2023-12-31 20 $1,000 0
   LONGFELLOW INVESTMENT MANAGEMENT CO LTD PARTNERSHI 226 - 2023-12-31 10 $1,000 0
   Efficient Wealth Management LLC - 2023-12-31 8 $1,000 0
   Bruce G. Allen Investments LLC 811 - 2024-03-31 9 $1,000 0
   Annis Gardner Whiting Capital Advisors LLC 683 - 2023-12-31 8 $1,000 0
   Bell Investment Advisors Inc 1531 - 2023-12-31 21 $1,000 0
   TFO-TDC LLC 499 - 2023-12-31 4 $0 0
   PSI Advisors LLC 803 - 2024-03-31 2 $0 0

  93 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results