Filing Research | DCI - DONALDSON CO INC Institutional Holdings

Snapshot holdings

50 / 138 loaded

#		Instrument	quantity
1	Boston Trust Walden Corp	Shares	1.8MSH	$165.8M
2	Swedbank AB	Shares	534.4KSH	$48.0M
3	Arbejdsmarkedets Tillaegspension	Shares	321.4KSH	$28.9M
4	DUDLEY & SHANLEY, INC.	Shares	272.3KSH	$24.4M
5	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	247.3KSH	$22.2M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	141.6KSH	$12.6M
7	AEGON ASSET MANAGEMENT UK PLC	Shares	120.7KSH	$10.8M
8	Palisade Asset Management, LLC	Shares	84.6KSH	$7.6M
9	Covea Finance	Shares	79.6KSH	$7.1M
10	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	73.6KSH	$6.6M
11	Radnor Capital Management, LLC	Shares	72.0KSH	$6.5M
12	BENJAMIN EDWARDS INC	Shares	70.1KSH	$6.3M
13	GHP Investment Advisors, Inc.	Shares	63.4KSH	$5.7M
14	Police & Firemen's Retirement System of New Jersey	Shares	51.8KSH	$4.7M
15	Vest Financial, LLC	Shares	43.7KSH	$3.9M
16	JOHNSON INVESTMENT COUNSEL INC	Shares	38.2KSH	$3.4M
17	Louisiana State Employees Retirement System	Shares	33.9KSH	$3.0M
18	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	33.7KSH	$3.0M
19	Focus Financial Network, Inc.	Shares	30.5KSH	$2.7M
20	Great Waters Wealth Management	Shares	30.2KSH	$2.7M
21	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	27.7KSH	$2.5M
22	SCHARF INVESTMENTS, LLC	Shares	25.4KSH	$2.3M
23	NAPLES GLOBAL ADVISORS, LLC	Shares	25.2KSH	$2.3M
24	ROMANO BROTHERS AND COMPANY	Shares	24.0KSH	$2.2M
25	JGP Wealth Management, LLC	Shares	18.6KSH	$1.7M
26	Y-Intercept (Hong Kong) Ltd	Shares	17.5KSH	$1.6M
27	BURNEY CO/	Shares	17.1KSH	$1.5M
28	ARMSTRONG HENRY H ASSOCIATES INC	Shares	15.9KSH	$1.4M
29	Apollon Wealth Management, LLC	Shares	14.2KSH	$1.3M
30	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	12.6KSH	$1.1M
31	Sequoia Financial Advisors, LLC	Shares	11.6KSH	$1.0M
32	Sylvest Advisors, LLC	Shares	9.3KSH	$837.1K
33	Dynamic Advisor Solutions LLC	Shares	9.2KSH	$829.9K
34	Diversified Trust Co	Shares	9.2KSH	$827.9K
35	INVESTMENT HOUSE LLC	Shares	9.4KSH	$797.8K
36	Curated Wealth Partners LLC	Shares	5.7KSH	$779.9K
37	SECURIAN ASSET MANAGEMENT, INC	Shares	8.6KSH	$776.1K
38	Crossmark Global Holdings, Inc.	Shares	8.6KSH	$771.4K
39	PineStone Asset Management Inc.	Shares	8.3KSH	$747.6K
40	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	8.2KSH	$738.1K
41	Morningstar Investment Management LLC	Shares	8.1KSH	$686.4K
42	Ballentine Partners, LLC	Shares	7.6KSH	$681.3K
43	EXCHANGE TRADED CONCEPTS, LLC	Shares	7.5KSH	$672.6K
44	BROADWATER CAPITAL MANAGEMENT LLC	Shares	7.1KSH	$637.4K
45	Cornerstone Wealth Management, LLC	Shares	6.9KSH	$615.4K
46	Fifth Third Wealth Advisors LLC	Shares	5.7KSH	$509.4K
47	Versant Capital Management, Inc	Shares	5.5KSH	$493.0K
48	Farther Finance Advisors, LLC	Shares	5.2KSH	$470.5K
49	Impact Capital Partners LLC	Shares	5.1KSH	$456.5K
50	Affiance Financial, LLC	Shares	5.1KSH	$455.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 146 loaded

#		Instrument
1	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+70.4K	+$6.3M	$6.6M
2	Boston Trust Walden Corp trimmed	Shares	-53.8K	+$4.5M	$165.8M
3	Arbejdsmarkedets Tillaegspension added	Shares	+27.8K	+$3.9M	$28.9M
4	Swedbank AB unchanged	Shares	0	+$2.6M	$48.0M
5	DUDLEY & SHANLEY, INC. added	Shares	+1.9K	+$1.5M	$24.4M
6	ARMSTRONG HENRY H ASSOCIATES INC added	Shares	+13.1K	+$1.2M	$1.4M
7	GHP Investment Advisors, Inc. added	Shares	+4.8K	+$717.8K	$5.7M
8	AEGON ASSET MANAGEMENT UK PLC unchanged	Shares	0	+$594.9K	$10.8M
9	Radnor Capital Management, LLC added	Shares	+2.7K	+$582.8K	$6.5M
10	Police & Firemen's Retirement System of New Jersey added	Shares	+2.9K	+$500.9K	$4.7M
11	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+5.1K	+$468.2K	$672.6K
12	Palisade Asset Management, LLC trimmed	Shares	-515	+$370.8K	$7.6M
13	Curated Wealth Partners LLC added	Shares	+683	+$350.0K	$779.9K
14	Centennial Wealth Advisory LLC new	Shares	+3.7K	+$332.9K	$332.9K
15	QRG CAPITAL MANAGEMENT, INC. new	Shares	+3.0K	+$272.0K	$272.0K
16	Vest Financial, LLC added	Shares	+485	+$255.1K	$3.9M
17	NAPLES GLOBAL ADVISORS, LLC added	Shares	+1.4K	+$239.2K	$2.3M
18	Louisiana State Employees Retirement System added	Shares	+500	+$208.5K	$3.0M
19	PATRIOT INVESTMENT MANAGEMENT GROUP, INC. new	Shares	+2.3K	+$204.2K	$204.2K
20	Focus Financial Network, Inc. added	Shares	+576	+$198.5K	$2.7M
21	JOHNSON INVESTMENT COUNSEL INC unchanged	Shares	0	+$187.2K	$3.4M
22	Great Waters Wealth Management unchanged	Shares	0	+$148.1K	$2.7M
23	Fifth Third Wealth Advisors LLC added	Shares	+1.2K	+$126.7K	$509.4K
24	ROMANO BROTHERS AND COMPANY unchanged	Shares	0	+$117.6K	$2.2M
25	Ballentine Partners, LLC added	Shares	+857	+$109.9K	$681.3K
26	GAMMA Investing LLC added	Shares	+1.0K	+$107.4K	$352.2K
27	JGP Wealth Management, LLC unchanged	Shares	0	+$90.9K	$1.7M
28	Financial Planning Hawaii, Inc. added	Shares	+795	+$85.0K	$321.8K
29	BURNEY CO/ trimmed	Shares	-100	+$75.4K	$1.5M
30	Versant Capital Management, Inc added	Shares	+420	+$62.6K	$493.0K
31	SECURIAN ASSET MANAGEMENT, INC added	Shares	+144	+$59.7K	$776.1K
32	Sylvest Advisors, LLC added	Shares	+133	+$57.0K	$837.1K
33	Cornerstone Wealth Management, LLC added	Shares	+171	+$48.1K	$615.4K
34	Diversified Trust Co trimmed	Shares	-34	+$42.3K	$827.9K
35	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$42.1K	$771.4K
36	BENJAMIN EDWARDS INC trimmed	Shares	-3.6K	+$40.8K	$6.3M
37	SUMMITRY LLC added	Shares	+255	+$39.4K	$325.3K
38	Impact Capital Partners LLC added	Shares	+153	+$37.9K	$456.5K
39	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.2K	+$36.4K	$2.5M
40	Trust Point Inc. added	Shares	+86	+$30.3K	$421.7K
41	Affiance Financial, LLC added	Shares	+15	+$26.2K	$455.4K
42	PARSONS CAPITAL MANAGEMENT INC/RI unchanged	Shares	0	+$24.3K	$444.4K
43	FIRST INTERSTATE BANK unchanged	Shares	0	+$23.5K	$430.9K
44	PERKINS CAPITAL MANAGEMENT INC unchanged	Shares	0	+$22.5K	$412.9K
45	D.A. DAVIDSON & CO. unchanged	Shares	0	+$21.7K	$397.2K
46	Accredited Investors Inc. added	Shares	+3	+$21.5K	$389.0K
47	Sachetta, LLC added	Shares	+188	+$20.6K	$85.5K
48	LEAVELL INVESTMENT MANAGEMENT, INC. trimmed	Shares	-503	+$18.9K	$1.1M
49	MITCHELL SINKLER & STARR/PA added	Shares	+16	+$18.4K	$312.5K
50	Penobscot Investment Management Company, Inc. unchanged	Shares	0	+$15.7K	$287.3K

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