Donaldson (DCI) Institutional Ownership

$74.29

+1.21 (+1.66%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 82.81%
Number of Institutional Buyers (last 12 months): 228
Total Institutional Inflows (last 12 months): $663.68M

Number of Institutional Sellers (last 12 months): 193
Total Institutional Outflows (last 12 months): $643.71M

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DCI Institutional Buying and Selling by Quarter

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Donaldson Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Northeast Investment Management	3,363	$241K	0.0%	-7.5%	0.003%
7/27/2024	Legend Financial Advisors Inc.	3,092	$221K	0.2%	N/A	0.003%
7/26/2024	Ballast Advisors LLC	3,736	$267K	0.1%	-9.2%	0.003%
7/26/2024	State of Michigan Retirement System	28,958	$2.07M	0.0%	-1.7%	0.024%
7/26/2024	Allspring Global Investments Holdings LLC	1,462,194	$104.64M	0.2%	-38.2%	1.214%
7/26/2024	Bank of New York Mellon Corp	1,285,130	$91.96M	0.0%	+0.7%	1.067%
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7/26/2024	TFG Advisers LLC	5,908	$423K	0.2%	-3.7%	0.005%
7/25/2024	Hills Bank & Trust Co	23,856	$1.71M	0.1%	-1.7%	0.020%
7/25/2024	Raymond James Trust N.A.	5,677	$406K	0.0%	-3.2%	0.005%
7/24/2024	Retirement Systems of Alabama	296,452	$21.21M	0.1%	-0.8%	0.246%
7/24/2024	New York State Teachers Retirement System	147,777	$10.58M	0.0%	+2.6%	0.123%
7/24/2024	Eagle Ridge Investment Management	340,583	$24.37M	2.3%	+0.3%	0.283%
7/24/2024	Louisiana State Employees Retirement System	34,000	$2.43M	0.0%	-1.7%	0.028%
7/23/2024	Oak Family Advisors LLC	4,742	$339K	0.1%	+4.3%	0.004%
7/23/2024	Eads & Heald Wealth Management	9,758	$698K	0.3%	+2.8%	0.008%
7/23/2024	Lecap Asset Management Ltd.	19,130	$1.37M	0.3%	+72.5%	0.016%
7/23/2024	Fifth Third Wealth Advisors LLC	3,688	$264K	0.0%	N/A	0.003%
7/20/2024	Neo Ivy Capital Management	40,512	$2.90M	0.6%	N/A	0.034%
7/20/2024	Hennion & Walsh Asset Management Inc.	4,010	$287K	0.0%	-12.0%	0.003%
7/19/2024	Riverwater Partners LLC	3,798	$272K	0.2%	-5.9%	0.003%
7/19/2024	Raymond James & Associates	183,594	$13.14M	0.0%	-1.7%	0.152%
7/19/2024	Values First Advisors Inc.	25,421	$1.82M	1.1%	-9.6%	0.021%
7/19/2024	Hoylecohen LLC	48,191	$3.45M	0.3%	-1.4%	0.040%
7/19/2024	Boston Trust Walden Corp	2,801,417	$200.47M	1.5%	+0.1%	2.327%
7/18/2024	Blue Trust Inc.	2,282	$170K	0.0%	+47.0%	0.002%
7/18/2024	Assenagon Asset Management S.A.	56,435	$4.04M	0.0%	-75.4%	0.047%
7/16/2024	PineStone Asset Management Inc.	180,061	$12.89M	0.1%	-2.6%	0.150%
7/16/2024	Wealth Enhancement Advisory Services LLC	377,129	$26.99M	0.1%	-1.0%	0.313%
7/16/2024	Diversified Trust Co	7,428	$532K	0.0%	-56.6%	0.006%
7/15/2024	Securian Asset Management Inc.	9,600	$687K	0.0%	-2.8%	0.008%
7/12/2024	SG Americas Securities LLC	18,236	$1.31M	0.0%	-18.5%	0.015%
7/11/2024	Mountain Pacific Investment Advisers LLC	468,660	$33.54M	2.5%	-30.4%	0.389%
7/10/2024	CWM LLC	6,006	$430K	0.0%	+66.5%	0.005%
7/9/2024	Dudley & Shanley Inc.	5,150	$369K	0.1%	+37.3%	0.004%
7/9/2024	New England Research & Management Inc.	18,425	$1.32M	0.6%	-8.8%	0.015%
7/9/2024	Mather Group LLC.	503	$38K	0.0%	+408.1%	0.000%
7/9/2024	Great Waters Wealth Management	31,999	$2.29M	0.3%	-1.8%	0.027%
7/8/2024	Versant Capital Management Inc	530	$38K	0.0%	+1,372.2%	0.000%
7/2/2024	GAMMA Investing LLC	418	$30K	0.0%	-51.3%	0.000%
7/1/2024	Confluence Investment Management LLC	335,160	$23.98M	0.3%	+0.0%	0.278%
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7/1/2024	Bank of New Hampshire	11,113	$795K	0.2%	-1.8%	0.009%
6/11/2024	EverSource Wealth Advisors LLC	766	$55K	0.0%	+31.6%	0.001%
6/4/2024	DekaBank Deutsche Girozentrale	161,879	$12.07M	0.0%	-3.7%	0.134%
5/30/2024	Cambridge Trust Co.	184,474	$13.78M	0.5%	+90.2%	0.153%
5/22/2024	Burney Co.	12,000	$896K	0.0%	-6.0%	0.010%
5/20/2024	Virtu Financial LLC	5,678	$424K	0.0%	N/A	0.005%
5/17/2024	Comerica Bank	57,491	$4.29M	0.0%	-2.7%	0.048%
5/17/2024	Tidal Investments LLC	6,931	$518K	0.0%	-21.3%	0.006%
5/16/2024	California State Teachers Retirement System	120,842	$9.02M	0.0%	-5.6%	0.100%
5/16/2024	Janus Henderson Group PLC	1,389,144	$103.74M	0.1%	-1.5%	1.154%
5/15/2024	Public Employees Retirement System of Ohio	54,761	$4.09M	0.0%	-7.7%	0.045%
5/15/2024	Public Employees Retirement Association of Colorado	8,838	$660K	0.0%	N/A	0.007%
5/15/2024	Aristides Capital LLC	3,729	$278K	0.1%	N/A	0.003%
5/15/2024	Price T Rowe Associates Inc. MD	60,292	$4.50M	0.0%	+1.9%	0.050%
5/15/2024	Lazard Asset Management LLC	15,376	$1.15M	0.0%	-57.1%	0.013%
5/15/2024	Epoch Investment Partners Inc.	1,331,717	$99.45M	0.4%	+16.6%	1.106%
5/15/2024	1832 Asset Management L.P.	250,262	$18.69M	0.0%	-20.5%	0.208%
5/15/2024	Quadrature Capital Ltd	17,757	$1.33M	0.0%	-6.7%	0.015%
5/15/2024	Gabelli Funds LLC	709,250	$52.97M	0.4%	-2.0%	0.589%
5/15/2024	Gamco Investors INC. ET AL	415,056	$31.00M	0.3%	+0.8%	0.345%
5/14/2024	EntryPoint Capital LLC	1,986	$148K	0.1%	+89.5%	0.002%
5/14/2024	Shell Asset Management Co.	5,268	$393K	0.0%	-3.3%	0.004%
5/14/2024	CANADA LIFE ASSURANCE Co	110,437	$8.25M	0.0%	+21.7%	0.092%
5/14/2024	American International Group Inc.	159,457	$11.91M	0.0%	-2.4%	0.132%
5/13/2024	Mirova	8,576	$640K	0.1%	N/A	0.007%
5/13/2024	Seven Eight Capital LP	8,234	$615K	0.1%	N/A	0.007%
5/13/2024	O Shaughnessy Asset Management LLC	7,970	$595K	0.0%	+22.9%	0.007%
5/11/2024	Lcnb Corp	2,775	$207K	0.1%	N/A	0.002%
5/11/2024	Covestor Ltd	1,767	$132K	0.1%	+41.1%	0.001%
5/11/2024	Hillsdale Investment Management Inc.	8,500	$635K	0.1%	-2.3%	0.007%
5/11/2024	Ironwood Investment Counsel LLC	11,295	$844K	0.1%	-4.3%	0.009%
5/10/2024	Ontario Teachers Pension Plan Board	79,107	$5.91M	0.1%	-6.3%	0.066%
5/10/2024	Acadian Asset Management LLC	196,179	$14.64M	0.1%	-36.9%	0.163%
5/10/2024	TIAA Trust National Association	5,472	$409K	0.0%	+43.3%	0.005%
5/10/2024	Vanguard Group Inc.	12,717,363	$949.73M	0.0%	-1.3%	10.565%
5/10/2024	Mitsubishi UFJ Trust & Banking Corp	14,308	$1.06M	0.0%	+31.9%	0.012%
5/10/2024	Jupiter Asset Management Ltd.	193,678	$14.46M	0.1%	-35.9%	0.161%
5/10/2024	Cumberland Partners Ltd	9,000	$672K	0.0%	N/A	0.007%
5/9/2024	Dorsey & Whitney Trust CO LLC	86,534	$6.46M	0.4%	-6.6%	0.072%
5/9/2024	Orion Portfolio Solutions LLC	26,098	$1.95M	0.0%	-5.7%	0.022%
5/9/2024	State Board of Administration of Florida Retirement System	145,342	$10.85M	0.0%	+5.8%	0.121%
5/9/2024	TD Asset Management Inc	1,920,651	$143.43M	0.1%	+23.7%	1.596%
5/8/2024	Entropy Technologies LP	20,078	$1.50M	0.2%	-31.9%	0.017%
5/8/2024	ProShare Advisors LLC	466,162	$34.81M	0.1%	-8.0%	0.387%
5/8/2024	US Bancorp DE	318,900	$23.82M	0.0%	-19.9%	0.265%
5/8/2024	Russell Investments Group Ltd.	95,557	$7.14M	0.0%	+4.1%	0.079%
5/8/2024	Inspire Investing LLC	4,803	$359K	0.0%	-18.3%	0.004%
5/8/2024	Donoghue Forlines LLC	6,203	$463K	0.1%	-11.8%	0.005%
5/7/2024	Sei Investments Co.	158,527	$11.84M	0.0%	+4.1%	0.132%
5/7/2024	Montag A & Associates Inc.	700	$52K	0.0%	N/A	0.001%
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5/7/2024	Heartland Advisors Inc.	227,847	$17.02M	0.9%	N/A	0.189%
5/7/2024	Swiss National Bank	237,200	$17.71M	0.0%	-0.2%	0.197%
5/7/2024	Wealthspire Advisors LLC	5,106	$381K	0.0%	+2.8%	0.004%
5/7/2024	SG Americas Securities LLC	22,386	$1.67M	0.0%	+254.5%	0.019%
5/7/2024	AIA Group Ltd	11,842	$884K	0.0%	-68.9%	0.010%
5/6/2024	Quantbot Technologies LP	21,510	$1.61M	0.1%	+142.9%	0.018%
5/6/2024	Hemenway Trust Co LLC	4,000	$299K	0.0%	-9.1%	0.003%
5/6/2024	Texas Permanent School Fund Corp	105,142	$7.85M	0.1%	+0.8%	0.087%
5/4/2024	Geneva Capital Management LLC	722,389	$53.95M	0.9%	-0.8%	0.600%
5/2/2024	Mutual of America Capital Management LLC	71,579	$5.35M	0.1%	-4.1%	0.059%

(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, 428 institutional investors and hedge funds held shares of Donaldson. The most heavily invested institutionals were Vanguard Group Inc. ($949.73M), BlackRock Inc. ($686.12M), State Farm Mutual Automobile Insurance Co. ($624.98M), FMR LLC ($264.84M), Boston Trust Walden Corp ($200.47M), Franklin Resources Inc. ($185.85M), and TD Asset Management Inc ($143.43M).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 347 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 ($1.46M), Granite Bay Wealth Management LLC ($913.50K), Norges Bank ($886.35K), Epoch Investment Partners Inc. ($865.28K), FMR LLC ($473.73K), Assenagon Asset Management S.A. ($446.65K), and Acadian Asset Management LLC ($407.53K).

How much institutional buying is happening at Donaldson?: Institutional investors have bought a total of 15,924,875 shares in the last 24 months. This purchase volume represents approximately $995.51M in transactions.
Which Donaldson major shareholders have been selling company stock?: Of the 251 institutional investors that sold Donaldson stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($2.50M), Wells Fargo & Company MN ($2.39M), First Trust Advisors LP ($1.12M), Granite Bay Wealth Management LLC ($899.50K), Impax Asset Management Group plc ($809.17K), State Farm Mutual Automobile Insurance Co. ($525.17K), and Fuller & Thaler Asset Management Inc. ($435.90K).
How much institutional selling is happening at Donaldson?: Institutional investors have sold a total of 15,630,090 shares in the last 24 months. This volume of shares sold represents approximately $985.93M in transactions.