Donaldson Co Inc
DCI- Exchange
- NYSE
- Industry
- Industrial & Commercial Fans & Blowers & Air Purifing Equip
- SEC CIK
- 0000029644
In the last 90 days, Donaldson Co Inc insiders filed 0 open-market purchases and 2 sales; 633 institutions reported holding it in 13F filings for Q2 2026, worth $9.43B in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 10, 2026
- $10.1B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $3.19M in total
- 2
- 13F holdersQ2 2026, +21 vs. previous quarter
- 633
- 13F valueReported value at the end of Q2 2026
- $9.43B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2026
- $3.89B
- +5.3% year over year
- Net income, FY2026
- $453.8M
- +23.7% year over year
- Free cash flow, FY2026
- $426.3M
- +25.4% year over year
- Revenue, Q4 FY2026
- $1.06B
- +8.0% year over year
Revenue flow, FY2026
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 3.34M
- Shares sold short
- Change
- +63.8K
- +2.0% vs. previous
- Days to cover
- 6.40
- At average daily volume
Superinvestors holding DCI, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding DCI at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Donaldson Co Inc insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Sep 10, 2026 (view filing)12:30 PM ET | Sep 4 | 6 daysLate | Carpenter Tod E.Chairman, President and CEO | SSale | −32.0K | $91.10 | −$2.91M | −9.7%298.7K after | |
| Sep 1, 2026 (view filing)4:09 PM ET | Aug 31 | 1 day | Carpenter Tod E.Chairman, President and CEO | SSale | −3.03K | $91.00 | −$275.9K | −1.0%298.7K after | |
| Apr 14, 2026 (view filing) | Apr 10-14 | 4 days | Owens JamesDirector | SSale | −19.8K | $89.15 | −$1.77M | −46.7%22.6K after | 4 lots |
| Mar 27, 2026 (view filing) | Mar 26 | 1 day | Briseno GuillermoPresident | SSale | −20.6K | $84.97 | −$1.75M | −41.3%29.3K after | 2 lots |
| Dec 10, 2025 (view filing) | Dec 9 | 1 day | Pogalz Bradley J.Chief Financial Officer | SSale | −566 | $91.57 | −$51.8K | −56.6%434 after | |
| Dec 8, 2025 (view filing) | Dec 5 | 3 days | Rajendra Ajita GDirector | SSale | −19.8K | $92.04 | −$1.82M | −31.0%44.0K after | 2 lots |
| Sep 4, 2025 (view filing) | Sep 3 | 1 day | Briseno GuillermoPresident | SSale | −13.5K | $79.03 | −$1.07M | −34.8%25.3K after | |
| Sep 2, 2025 (view filing) | Aug 28 | 5 days | Rautio Trudy A.Director | SSale | −31.9K | $79.96 | −$2.55M | −52.1%29.3K after | 2 lots |
| Sep 2, 2025 (view filing) | Aug 28 | 5 days | Dahlgren Andrew CPresident | SSale | −3.00K | $81.96 | −$245.9K | −28.6%7.50K after | |
| Sep 2, 2025 (view filing) | Aug 28 | 5 days | Carpenter Tod E.Chairman, President and CEO | SSale | −100.5K | $80.62 | −$8.10M | −26.4%280.3K after |
Top 10 13F holders, Q2 2026
See all 633 holdersThe largest institutional positions in Donaldson Co Inc at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,941,762 | $1.07B | 0.02% | +724,694+6.5% | Added |
| State Farm Mutual Automobile Insurance Co | 9,142,617 | $820.7M | 0.56% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 6,523,217 | $585.6M | 0.03% | +5,068+0.1% | Added |
| Vanguard Capital Management LLC | 5,249,585 | $471.3M | 0.01% | +66,251+1.3% | Added |
| State Street Corp | 5,031,135 | $451.6M | 0.01% | +262,227+5.5% | Added |
| FMR LLC | 3,932,243 | $353.0M | 0.02% | +103,238+2.7% | Added |
| Geode Capital Management, LLC | 3,120,304 | $280.2M | 0.01% | −211,570−6.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,782,815 | $249.8M | 0.78% | −141,379−4.8% | Reduced |
| Morgan Stanley | 2,505,649 | $224.9M | 0.01% | +96,084+4.0% | Added |
| Pictet Asset Management Holding SA | 2,305,723 | $207.0M | 0.20% | +504,242+28.0% | Added |
Holders of 5% or more of DCI
See all 2 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Donaldson Co Inc.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Vanguard Portfolio Management LLC | 13G | 5.64%6.54M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.23%6.06M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
Politician trades
All politician trades in DCI3 members of Congress reported 5 trades in Donaldson Co Inc since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Feb 16, 2022 |  Lois Frankel House · FL | Sell | $1K-$15K |
| Nov 18, 2021 |  Kim Schrier House · WA | Sell | $1K-$15K |
| Mar 23, 2020 | Lois Frankel House · FL | Buy | $1K-$15K |
| Feb 8, 2020 |  Mike Gallagher House · WI | Sell | $1K-$15K |
| Feb 8, 2020 | Mike Gallagher House · WI | Sell | $15K-$50K |
House · FL · Feb 16, 2022
Sell$1K-$15K
House · WA · Nov 18, 2021
Sell$1K-$15K
House · FL · Mar 23, 2020
Buy$1K-$15K
House · WI · Feb 8, 2020
Sell$1K-$15K
House · WI · Feb 8, 2020
Sell$15K-$50K