# DONALDSON INC (DCI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DCI/

- Reporting holders: 25
- Reported value: $60.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [DUDLEY & SHANLEY, INC.](https://holderbook.com/funds/883511-dudley-shanley-inc/) | $22.6M | 260,170 | 3.6% | 11 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $19.2M | 220,992 | 0.3% | 32 |
| [AVITY INVESTMENT MANAGEMENT INC.](https://holderbook.com/funds/926834-avity-investment-management-inc/) | $10.9M | 125,498 | 0.7% | 1 |
| [Great Waters Wealth Management](https://holderbook.com/funds/1964535-great-waters-wealth-management/) | $2.6M | 30,219 | 0.2% | 16 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $1.6M | 18,922 | 0.3% | 4 |
| [ARMSTRONG HENRY H ASSOCIATES INC](https://holderbook.com/funds/1056827-armstrong-henry-h-associates-inc/) | $1.6M | 18,795 | 0.1% | 5 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $503.6K | 5,786 | 0.0% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $386.7K | 4,443 | 0.0% | 12 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $335.1K | 3,850 | 0.0% | 9 |
| [KFA Private Wealth Group, LLC](https://holderbook.com/funds/1800556-kfa-private-wealth-group-llc/) | $232.2K | 2,668 | 0.1% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $226.6K | 2,604 | 0.0% | 16 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $132.6K | 1,524 | 0.0% | 18 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $89.5K | 1,028 | 0.0% | 22 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $48.2K | 549 | 0.0% | 11 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $25.9K | 297 | 0.0% | 5 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $20.3K | 233 | 0.0% | 24 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $12.2K | 140 | 0.0% | 4 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $10.4K | 120 | 0.0% | 1 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $10.1K | 116 | 0.0% | 1 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $4.4K | 50 | 0.0% | 8 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $3.5K | 40 | 0.0% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $2.4K | 27 | 0.0% | 4 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $1.6K | 18 | 0.0% | 5 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $609 | 7 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $361 | 4,148 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 25 | $60.8M |
| Q2 2026 | 634 | $10.1B |
| Q1 2026 | 612 | $8.7B |
| Q4 2025 | 619 | $9.1B |
| Q3 2025 | 564 | $8.2B |
| Q2 2025 | 528 | $7.1B |
| Q1 2025 | 518 | $7.0B |
| Q4 2024 | 529 | $6.9B |
| Q3 2024 | 536 | $7.5B |
| Q2 2024 | 518 | $7.4B |
| Q1 2024 | 506 | $8.0B |
| Q4 2023 | 471 | $6.9B |

