Donaldson (DCI) Institutional Ownership

$73.20
+0.78 (+1.08%)
(As of 05/2/2024 ET)

Institutional Ownership Changes (13F Filings) for Donaldson (NYSE:DCI)

Current
Institutional Ownership
Percentage
82.81%
Number of
Institutional Buyers
(last 12 months)
246
Total
Institutional Inflows
(last 12 months)
$696.85M
Number of
Institutional Sellers
(last 12 months)
188
Total
Institutional Outflows
(last 12 months)
$576.41M
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DCI Institutional Buying and Selling by Quarter

Donaldson Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2024Mutual of America Capital Management LLC71,579$5.35M0.1%-4.1%0.059%
5/2/2024 Palisade Asset Management LLC98,870$7.38M0.7%-1.8%0.082%
5/1/2024 Janney Montgomery Scott LLC3,523$263K0.0%+11.1%0.003%
5/1/2024 BNP Paribas Financial Markets14,179$1.06M0.0%+7.7%0.012%
5/1/2024 Ballast Advisors LLC4,116$307K0.1%+24.6%0.003%
5/1/2024 Diversify Advisory Services LLC4,187$310K0.0%N/A0.003%
4/30/2024 Private Advisor Group LLC25,861$1.93M0.0%-6.4%0.021%
4/30/2024 Retirement Systems of Alabama298,748$22.31M0.1%-0.9%0.248%
4/30/2024 North Star Investment Management Corp.63,462$4.74M0.3%+2.5%0.053%
4/30/2024 Norden Group LLC12,492$933K0.1%N/A0.010%
4/30/2024 Van ECK Associates Corp95,550$7.14M0.0%+23.4%0.079%
4/30/2024 Granite Bay Wealth Management LLC14,000$1.05M0.6%-98.5%0.012%
4/30/2024 Perigon Wealth Management LLC3,131$234K0.0%N/A0.003%
4/30/2024 Valtinson Bruner Financial Planning LLC3,091$231K0.1%-10.2%0.003%
4/30/2024 SkyOak Wealth LLC4,561$341K0.1%+5.3%0.004%
4/29/2024Commonwealth Equity Services LLC33,355$2.49M0.0%+1.8%0.028%
4/29/2024 Mcdaniel Terry & Co.503,690$37.62M3.3%-1.0%0.418%
4/29/2024 Principal Financial Group Inc.862,752$64.43M0.0%-1.5%0.717%
4/29/2024 Benjamin Edwards Inc.12,161$908K0.2%+21.7%0.010%
4/29/2024 Benjamin F. Edwards & Company Inc.107,137$8.00M0.1%+0.7%0.089%
4/26/2024 Securian Asset Management Inc.9,879$738K0.0%-2.9%0.008%
4/26/2024 Yousif Capital Management LLC56,598$4.23M0.0%-2.5%0.047%
4/26/2024 YHB Investment Advisors Inc.435$32K0.0%N/A0.000%
4/26/2024 Checchi Capital Advisers LLC2,694$201K0.0%N/A0.002%
4/25/2024 New York State Teachers Retirement System143,985$10.75M0.0%+1.6%0.120%
4/24/2024 Harvey Investment Co. LLC73,519$5.49M0.6%-2.0%0.061%
4/24/2024 Assenagon Asset Management S.A.229,338$17.13M0.0%-17.4%0.191%
4/23/2024 Eads & Heald Wealth Management9,490$709K0.3%-10.6%0.008%
4/23/2024 Global Retirement Partners LLC514$38K0.0%+1,252.6%0.000%
4/23/2024 Louisiana State Employees Retirement System34,600$2.58M0.1%+2.1%0.029%
4/23/2024 Community Financial Services Group LLC12,953$967K0.2%N/A0.011%
4/23/2024 Amalgamated Bank66,259$4.95M0.0%-18.3%0.055%
4/22/2024 Raymond James & Associates186,733$13.95M0.0%+2.4%0.155%
4/19/2024 Norden Group LLC12,492$933K0.0%N/A0.010%
4/19/2024 Dudley & Shanley Inc.3,750$280K0.0%N/A0.003%
4/18/2024 State of Michigan Retirement System29,458$2.20M0.0%+1.7%0.024%
4/18/2024 Eagle Ridge Investment Management339,456$25.35M2.3%N/A0.282%
4/18/2024 Allspring Global Investments Holdings LLC2,367,127$176.78M0.3%-6.4%1.967%
4/18/2024 Park Place Capital Corp356$27K0.0%N/A0.000%
4/18/2024 Claro Advisors LLC10,461$781K0.1%+2.3%0.009%
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4/18/2024 Diversified Trust Co17,133$1.28M0.0%N/A0.014%
4/16/2024 New England Research & Management Inc.20,200$1.51M0.7%N/A0.017%
4/16/2024 Wealth Enhancement Advisory Services LLC380,911$28.45M0.1%-7.6%0.316%
4/15/2024 Janiczek Wealth Management LLC2,556$191K0.0%+17.2%0.002%
4/15/2024 Sunbelt Securities Inc.700$52K0.0%N/A0.001%
4/12/2024 Riverview Trust Co616$46K0.0%N/A0.001%
4/12/2024 FCF Advisors LLC20,645$1.54M0.4%+49.8%0.017%
4/11/2024 Mountain Pacific Investment Advisers Inc. ID672,913$50.25M2.8%-1.3%0.559%
4/10/2024 Banque Cantonale Vaudoise12,416$927K0.0%-4.6%0.010%
4/9/2024 Great Waters Wealth Management32,585$2.43M0.4%-1.8%0.027%
4/1/2024 Confluence Investment Management LLC335,000$25.02M0.3%N/A0.278%
3/25/2024Quadrature Capital Ltd19,032$1.24M0.0%N/A0.016%
3/22/2024PNC Financial Services Group Inc.83,708$5.47M0.0%-16.1%0.070%
3/11/2024Vanguard Group Inc.12,884,860$842.03M0.0%-0.6%10.704%
2/28/2024American International Group Inc.163,459$10.68M0.0%-4.6%0.136%
2/26/2024Teachers Retirement System of The State of Kentucky39,538$2.58M0.0%-4.6%0.033%
2/14/2024Mairs & Power Inc.1,888,681$123.43M1.3%-2.9%1.572%
2/14/2024Point72 Europe London LLP11,660$762K0.1%N/A0.010%
2/14/2024State Farm Mutual Automobile Insurance Co.9,563,586$624.98M0.6%-5.2%7.960%
2/14/2024Fiduciary Management Inc. WI1,819,192$118.88M1.1%+3.5%1.514%
2/14/2024Quadrature Capital Ltd19,032$1.24M0.0%N/A0.016%
2/13/2024Epoch Investment Partners Inc.1,141,693$74.61M0.3%+91.0%0.950%
2/13/2024Pinebridge Investments L.P.55,315$3.62M0.0%N/A0.046%
2/13/2024American International Group Inc.163,459$10.68M0.1%-4.6%0.136%
2/13/2024Gabelli Funds LLC723,900$47.31M0.4%-2.0%0.603%
2/13/20241832 Asset Management L.P.314,666$20.56M0.0%+0.3%0.262%
2/13/2024Crossmark Global Holdings Inc.15,580$1.02M0.0%-3.3%0.013%
2/13/2024First Trust Advisors LP1,584,936$103.58M0.1%+19.4%1.319%
2/13/2024CIBC Private Wealth Group LLC13,579$887K0.0%-21.5%0.011%
2/13/2024Nicholas Company Inc.71,875$4.70M0.1%+15.0%0.060%
2/13/2024Campbell & CO Investment Adviser LLC9,437$617K0.1%N/A0.008%
2/13/2024California State Teachers Retirement System128,059$8.37M0.0%-5.0%0.107%
2/12/2024Eagle Asset Management Inc.162,346$10.61M0.1%N/A0.135%
2/12/2024Bank of Nova Scotia6,614$432K0.0%-7.6%0.006%
2/12/2024Dorsey & Whitney Trust CO LLC92,698$6.06M0.5%-5.5%0.077%
2/12/2024TFO Wealth Partners LLC2,105$138K0.0%+52,525.0%0.002%
2/12/2024Treasurer of the State of North Carolina60,504$3.95M0.0%+0.9%0.050%
2/12/2024Olympiad Research LP7,361$481K0.4%N/A0.006%
2/12/2024Jensen Investment Management Inc.56,760$3.71M0.0%+35.0%0.047%
2/12/2024Focus Financial Network Inc. ADV49,437$3.23M0.1%N/A0.041%
2/12/2024Stifel Financial Corp154,422$10.09M0.0%+2.1%0.129%
2/12/2024TD Asset Management Inc1,552,946$101.49M0.1%+215.2%1.293%
2/12/2024 Mitchell Sinkler & Starr PA11,300$738K0.1%N/A0.009%
2/12/2024Hsbc Holdings PLC33,129$2.17M0.0%+10.1%0.028%
2/9/2024Intech Investment Management LLC21,554$1.41M0.0%-21.5%0.018%
2/9/2024Nomura Asset Management Co. Ltd.19,273$1.26M0.0%-6.7%0.016%
2/9/2024Advisory Services Network LLC27,221$1.78M0.0%+1.2%0.023%
2/9/2024Orion Portfolio Solutions LLC27,688$1.73M0.0%-6.1%0.023%
2/9/2024Oxford Asset Management LLP3,072$201K0.4%N/A0.003%
2/9/2024Commerce Bank51,009$3.33M0.0%-2.6%0.042%
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2/9/2024US Bancorp DE398,153$26.02M0.0%-19.3%0.331%
2/9/2024Ontario Teachers Pension Plan Board84,382$5.51M0.1%-2.4%0.070%
2/9/2024King Luther Capital Management Corp3,382$221K0.0%-8.1%0.003%
2/9/2024Franklin Resources Inc.2,843,923$185.85M0.1%-0.2%2.367%
2/9/2024GW&K Investment Management LLC185,976$12.15M0.1%-4.4%0.155%
2/9/2024 Renaissance Group LLC8,489$556K0.0%-9.7%0.007%
2/9/2024Quest Partners LLC27,460$1.80M0.4%N/A0.023%
2/9/2024Trexquant Investment LP95,006$6.21M0.1%+97.3%0.079%
2/9/2024Corient Private Wealth LLC85,139$5.56M0.0%+138.1%0.071%
2/9/2024Wells Fargo & Company MN792,399$51.78M0.0%-74.0%0.660%
(Data available from 1/1/2016 forward)

DCI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DCI shares?

During the previous two years, 417 institutional investors and hedge funds held shares of Donaldson. The most heavily invested institutionals were Vanguard Group Inc. ($842.03M), BlackRock Inc. ($686.12M), State Farm Mutual Automobile Insurance Co. ($624.98M), FMR LLC ($264.84M), Franklin Resources Inc. ($185.85M), Boston Trust Walden Corp ($184.05M), and Allspring Global Investments Holdings LLC ($176.78M).Learn more on DCI's institutional investors.

What percentage of Donaldson stock is owned by institutional investors?

82.81% of Donaldson stock is owned by institutional investors. Learn more on DCI's institutional investor holdings.

Which institutional investors have been buying Donaldson stock?

Of the 345 institutional investors that purchased Donaldson stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TD Asset Management Inc ($1.10M), Granite Bay Wealth Management LLC ($913.50K), Norges Bank ($886.35K), Epoch Investment Partners Inc. ($675.25K), FMR LLC ($473.73K), Acadian Asset Management LLC ($454.76K), and Assenagon Asset Management S.A. ($446.65K).

How much institutional buying is happening at Donaldson?

Institutional investors have bought a total of 16,045,768 shares in the last 24 months. This purchase volume represents approximately $976.30M in transactions.

Which Donaldson major shareholders have been selling company stock?

Of the 245 institutional investors that sold Donaldson stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($2.39M), Allspring Global Investments Holdings LLC ($1.60M), First Trust Advisors LP ($1.12M), American Century Companies Inc. ($1.02M), Granite Bay Wealth Management LLC ($899.50K), Impax Asset Management Group plc ($809.17K), and State Farm Mutual Automobile Insurance Co. ($525.17K).

How much institutional selling is happening at Donaldson?

Institutional investors have sold a total of 15,506,299 shares in the last 24 months. This volume of shares sold represents approximately $937.01M in transactions.


This page (NYSE:DCI) was last updated on 5/3/2024 by MarketBeat.com Staff

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