DCI — Donaldson Inc Institutional Holders · Q3 2026

Name: Who Owns DCI? 26 Institutions Hold $61.1M (Q3 2026)
Creator: ko.io

Who owns Donaldson Inc (DCI)? 26 institutions reported holding $61.12M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Dudley & Shanley, Inc. ($22.6M), Confluence Investment Management LLC ($19.2M), Avity Investment Management Inc. ($10.9M).

Rank	Institution	Value	Shares	Change
1	DUDLEY & SHANLEY, INC.	$22.6M	260,170	Trimmed
2	CONFLUENCE INVESTMENT MANAGEMENT LLC	$19.2M	220,992	Trimmed
3	AVITY INVESTMENT MANAGEMENT INC.	$10.9M	125,498	New
4	Great Waters Wealth Management	$2.6M	30,219	Hold
5	DIVERSIFIED MANAGEMENT INC	$1.6M	18,922	Added
6	ARMSTRONG HENRY H ASSOCIATES INC	$1.6M	18,795	Added
7	Versant Capital Management, Inc	$503,613	5,786	Added
8	GAMMA Investing LLC	$386,719	4,443	Added
9	CX Institutional	$361,000	4,148	Added
10	EASTERN BANK	$335,104	3,850	Trimmed
11	KFA Private Wealth Group, LLC	$232,223	2,668	Hold
12	Farther Finance Advisors, LLC	$226,620	2,604	Trimmed
13	Bangor Savings Bank	$132,649	1,524	Hold
14	Bank of New Hampshire	$89,477	1,028	Trimmed
15	Bullock Wealth Management Group	$48,153	549	Added
16	ELEVATION WEALTH PARTNERS, LLC	$25,851	297	Added
17	MassMutual Private Wealth & Trust, FSB	$20,280	233	Trimmed
18	Wealth Enhancement Trust Services, Inc.	$12,186	140	Added
19	GK Wealth Management LLC	$10,421	120	New
20	GoalVest Advisory LLC	$10,097	116	New
21	Grove Bank & Trust	$4,352	50	Hold
22	ARMSTRONG ADVISORY GROUP, INC	$3,482	40	Hold
23	CoreCap Advisors, LLC	$2,350	27	Hold
24	Marquette Asset Management, LLC	$1,567	18	Hold
25	Planning Strategies Inc.	$609	7	Hold

Source: SEC Form 13F filings · as of 2026-09-30