17 institutions reported holding $28.6M of Donaldson Co Inc (DCI) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONFLUENCE INVESTMENT MANAGEMENT LLC ($22.2M), JGP Wealth Management, LLC ($1.7M), ARMSTRONG HENRY H ASSOCIATES INC ($1.4M), Dynamic Advisor Solutions LLC ($829,924), Versant Capital Management, Inc ($493,017). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $22.2M | 247,292 | Trimmed |
| 2 | JGP Wealth Management, LLC | $1.7M | 18,554 | Hold |
| 3 | ARMSTRONG HENRY H ASSOCIATES INC | $1.4M | 15,880 | Added |
| 4 | Dynamic Advisor Solutions LLC | $829,924 | 9,245 | Trimmed |
| 5 | Versant Capital Management, Inc | $493,017 | 5,492 | Added |
| 6 | TRUST POINT INC. | $421,740 | 4,698 | Added |
| 7 | CX Institutional | $370,000 | 4,127 | Trimmed |
| 8 | GAMMA Investing LLC | $352,168 | 3,923 | Added |
| 9 | EASTERN BANK | $351,898 | 3,920 | Trimmed |
| 10 | Hennion & Walsh Asset Management, Inc. | $271,464 | 3,024 | Trimmed |
| 11 | Bangor Savings Bank | $136,809 | 1,524 | Hold |
| 12 | MassMutual Private Wealth & Trust, FSB | $27,021 | 301 | Trimmed |
| 13 | Dogwood Wealth Management LLC | $21,006 | 234 | Hold |
| 14 | ELEVATION WEALTH PARTNERS, LLC | $16,787 | 187 | Added |
| 15 | Grove Bank & Trust | $4,489 | 50 | Hold |
| 16 | CoreCap Advisors, LLC | $2,424 | 27 | Trimmed |
| 17 | Cedar Mountain Advisors, LLC | $1,167 | 13 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30