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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; 632 institutions reported holding it in 13F filings for Q2 2026, worth $9.43B in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in Donaldson Co Inc as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
621
+64 vs. Q3 2025
Shares held
100.5M
+377.1K (+0.4%) vs. Q3 2025
Total value
$8.91B
+$717.2M (+8.8%) vs. Q3 2025
New holders
106
179 more added
Sold out
42
220 more reduced

7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting DCI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 621 institutions
Q1 2021: 408 institutionsQ2 2021: 402 institutionsQ3 2021: 406 institutionsQ4 2021: 425 institutionsQ1 2022: 403 institutionsQ2 2022: 387 institutionsQ3 2022: 388 institutionsQ4 2022: 418 institutionsQ1 2023: 456 institutionsQ2 2023: 457 institutionsQ3 2023: 453 institutionsQ4 2023: 471 institutionsQ1 2024: 504 institutionsQ2 2024: 517 institutionsQ3 2024: 536 institutionsQ4 2024: 528 institutionsQ1 2025: 520 institutionsQ2 2025: 528 institutionsQ3 2025: 564 institutionsQ4 2025: 621 institutionsQ1 2026: 613 institutionsQ2 2026: 632 institutions
Value heldQ4 2025: $8.91B
Q1 2021: $5.89BQ2 2021: $6.42BQ3 2021: $5.66BQ4 2021: $5.87BQ1 2022: $5.12BQ2 2022: $4.78BQ3 2022: $4.85BQ4 2022: $5.75BQ1 2023: $6.42BQ2 2023: $6.15BQ3 2023: $6.11BQ4 2023: $6.76BQ1 2024: $7.73BQ2 2024: $7.32BQ3 2024: $7.48BQ4 2024: $6.90BQ1 2025: $6.96BQ2 2025: $7.07BQ3 2025: $8.19BQ4 2025: $8.91BQ1 2026: $8.59BQ2 2026: $9.43B
Institutions holding DCI and their total value by quarter
QuarterHoldersValue
Q2 2026632$9.43B
Q1 2026613$8.59B
Q4 2025621$8.91B
Q3 2025564$8.19B
Q2 2025528$7.07B
Q1 2025520$6.96B
Q4 2024528$6.90B
Q3 2024536$7.48B
Q2 2024517$7.32B
Q1 2024504$7.73B
Q4 2023471$6.76B
Q3 2023453$6.11B
Q2 2023457$6.15B
Q1 2023456$6.42B
Q4 2022418$5.75B
Q3 2022388$4.85B
Q2 2022387$4.78B
Q1 2022403$5.12B
Q4 2021425$5.87B
Q3 2021406$5.66B
Q2 2021402$6.42B
Q1 2021408$5.89B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Donaldson Co Inc; share changes are against Q3 2025.

Institutions holding DCI in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc11,809,433$1.05B0.02%−229,741−1.9%Reduced
BlackRock, Inc.10,917,049$967.9M0.02%+236,794+2.2%Added
State Farm Mutual Automobile Insurance Co9,142,617$810.6M0.64%00.0%Unchanged
State Street Corp4,857,580$430.7M0.01%−191,890−3.8%Reduced
FMR LLC3,960,255$351.1M0.02%−163,676−4.0%Reduced
Kayne Anderson Rudnick Investment Management LLC3,016,070$267.4M0.72%−183,953−5.7%Reduced
Geode Capital Management, LLC2,846,214$252.4M0.02%+15,674+0.6%Added
Morgan Stanley2,542,166$225.4M0.01%+47,062+1.9%Added
Boston Trust Walden Corp2,392,579$212.1M1.60%−310,146−11.5%Reduced
Fiduciary Management Inc2,320,281$205.7M2.26%−155,319−6.3%Reduced
Fuller & Thaler Asset Management, Inc.2,109,595$187.0M0.63%+380,419+22.0%Added
Dimensional Fund Advisors LP2,010,010$178.2M0.04%+15,799+0.8%Added
William Blair Investment Management, LLC1,707,872$151.4M0.42%+1,701,387+26,235.7%Added
American Century Companies Inc1,478,953$131.1M0.07%−18,993−1.3%Reduced
Invesco Ltd.1,355,944$120.2M0.01%+21,268+1.6%Added
Norges Bank1,355,580$120.2M0.01%+1,355,580New
Bank of New York Mellon Corp1,213,253$107.6M0.02%−70,073−5.5%Reduced
Northern Trust Corp1,140,411$101.1M0.01%−47,533−4.0%Reduced
First Trust Advisors LP1,038,789$92.1M0.07%−400,191−27.8%Reduced
TD Asset Management Inc1,025,579$90.9M0.07%−82,610−7.5%Reduced
Allspring Global Investments Holdings, LLC946,530$85.1M0.14%+22,494+2.4%Added
Capital Counsel LLC958,463$85.0M3.25%+5,862+0.6%Added
Victory Capital Management Inc957,573$84.9M0.05%−221,311−18.8%Reduced
Epoch Investment Partners, Inc.889,841$78.9M0.45%−74,247−7.7%Reduced
Charles Schwab Investment Management Inc797,592$70.7M0.01%+4,777+0.6%Added
AQR Capital Management LLC698,259$61.9M0.03%+31,628+4.7%Added
Close Asset Management Ltd697,068$61.8M1.37%−497,782−41.7%Reduced
Arrowstreet Capital, Limited Partnership676,665$60.0M0.04%−3,509−0.5%Reduced
Geneva Capital Management LLC656,558$58.2M1.09%−78,662−10.7%Reduced
Gabelli Funds LLC642,650$57.0M0.39%−13,500−2.1%Reduced
UBS Group AG631,673$56.0M0.01%−24,827−3.8%Reduced
HighTower Advisors, LLC567,022$50.3M0.05%−14,384−2.5%Reduced
Mairs & Power Inc560,653$49.7M0.48%−44,786−7.4%Reduced
Two Sigma Advisers, LP546,622$48.5M0.09%+481,900+744.6%Added
Wells Fargo & Company530,078$47.0M0.01%−64,413−10.8%Reduced
Swedbank AB528,100$46.8M0.05%+13,300+2.6%Added
Quantinno Capital Management LP524,047$46.5M0.09%+80,839+18.2%Added
McDaniel Terry & Co503,113$44.6M3.88%−52,735−9.5%Reduced
Two Sigma Investments, LP469,476$41.6M0.06%+400,613+581.8%Added
JPMorgan Chase & Co467,341$41.4M0.00%−22,660−4.6%Reduced
Janus Henderson Group PLC450,349$39.9M0.02%−488,812−52.0%Reduced
ProShare Advisors LLC400,289$35.5M0.06%−90,412−18.4%Reduced
Acadian Asset Management LLC399,209$35.4M0.06%+397,717+26,656.6%Added
Goldman Sachs Group Inc356,662$31.6M0.00%+141,695+65.9%Added
Carnegie Capital Asset Management, LLC353,657$31.4M0.58%−663−0.2%Reduced
Gamco Investors, Inc. Et Al349,156$31.0M0.30%−27,000−7.2%Reduced
UBS Asset Management Americas Inc345,542$30.6M0.01%−35,087−9.2%Reduced
Rhumbline Advisers336,349$29.8M0.02%−16,858−4.8%Reduced
Gotham Asset Management, LLC325,991$28.9M0.11%+56,389+20.9%Added
Bank of America Corp313,267$27.8M0.00%−25,878−7.6%Reduced
Confluence Investment Management LLC291,382$25.8M0.39%−12,434−4.1%Reduced
Scharf Investments, LLC273,570$24.3M0.65%−498,602−64.6%Reduced
Dudley & Shanley, Inc.270,405$24.0M3.85%−180−0.1%Reduced
Arbejdsmarkedets Tillaegspension257,974$22.9M0.58%+257,974New
Principal Financial Group Inc252,700$22.4M0.01%−250,907−49.8%Reduced
US Bancorp235,235$20.9M0.02%−4,264−1.8%Reduced
Alps Advisors Inc233,889$20.7M0.12%−14,815−6.0%Reduced
Voloridge Investment Management, LLC233,512$20.7M0.07%−121,880−34.3%Reduced
Swiss National Bank228,600$20.3M0.01%+2,700+1.2%Added
California Public Employees Retirement System226,801$20.1M0.01%+9,717+4.5%Added
Wealth Enhancement Advisory Services, LLC216,645$20.0M0.03%+1,729+0.8%Added
Retirement Systems of Alabama211,975$18.8M0.06%−1,866−0.9%Reduced
Raymond James Financial Inc199,068$17.6M0.01%−56,833−22.2%Reduced
Heartland Advisors Inc194,794$17.3M0.93%−8,675−4.3%Reduced
Nuveen, LLC193,206$17.1M0.00%−2,282−1.2%Reduced
Robeco Institutional Asset Management B.V.192,931$17.1M0.02%+192,931New
Mountain Pacific Investment Advisers Inc184,154$16.3M2.65%−2,647−1.4%Reduced
Millennium Management LLC183,784$16.3M0.01%−345,017−65.2%Reduced
Legal & General Group Plc182,157$16.2M0.00%−37,691−17.1%Reduced
SEI Investments Co180,409$16.0M0.02%+22,624+14.3%Added
Alliancebernstein L.P.169,966$15.1M0.00%+22,182+15.0%Added
Envestnet Asset Management Inc161,141$14.3M0.00%−65,482−28.9%Reduced
Van Eck Associates Corp153,747$13.6M0.01%−6,832−4.3%Reduced
Stifel Financial Corp150,231$13.3M0.01%−7,337−4.7%Reduced
Parallel Advisors, LLC145,846$12.9M0.24%−1,699−1.2%Reduced
DekaBank Deutsche Girozentrale156,424$12.5M0.02%00.0%Unchanged
StonePine Asset Management Inc.139,361$12.4M0.08%−11,500−7.6%Reduced
Ameriprise Financial Inc138,094$12.2M0.00%−1,255−0.9%Reduced
Barclays PLC134,756$11.9M0.00%−44,792−24.9%Reduced
Seizert Capital Partners, LLC133,748$11.9M0.50%−3,926−2.9%Reduced
Franklin Resources Inc130,086$11.5M0.00%+9,496+7.9%Added
Royal Bank of Canada129,931$11.5M0.00%+4,817+3.9%Added
Danske Bank A/S129,457$11.5M0.03%−16,098−11.1%Reduced
Toroso Investments, LLC127,183$11.3M0.05%−48,130−27.5%Reduced
ExodusPoint Capital Management, LP125,901$11.2M0.12%+38,926+44.8%Added
State Board of Administration of Florida Retirement System122,557$10.9M0.02%−4,280−3.4%Reduced
State of Alaska, Department of Revenue119,692$10.6M0.11%−1,245−1.0%Reduced
Concentric Capital Strategies, LP117,103$10.4M0.54%+117,103New
New York State Teachers Retirement System115,776$10.3M0.02%−1,243−1.1%Reduced
California State Teachers Retirement System109,403$9.70M0.01%−1,344−1.2%Reduced
1832 Asset Management L.P.105,979$9.40M0.01%+13,710+14.9%Added
Susquehanna Fundamental Investments, LLC105,470$9.35M0.32%+76,061+258.6%Added
Healthcare of Ontario Pension Plan Trust Fund103,969$9.22M0.02%+103,969New
Blair William & Co101,315$8.98M0.02%+1,689+1.7%Added
Teacher Retirement System of Texas93,771$8.31M0.03%−1,063−1.1%Reduced
Price T Rowe Associates Inc93,633$8.30M0.00%+4,361+4.9%Added
Sprucegrove Investment Management Ltd92,664$8.22M0.99%−166,097−64.2%Reduced
Citadel Advisors LLC87,251$7.74M0.01%−70,160−44.6%Reduced
Voya Investment Management LLC87,101$7.72M0.01%−36,967−29.8%Reduced
Connor, Clark & Lunn Investment Management Ltd.86,641$7.68M0.02%+86,641New