Who owns Donaldson Company (DCI)
Which tracked institutional funds hold DCI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DCI company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
100 tracked funds added or opened DCI while 159 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DCI’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes DCI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DCI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 604 tracked filers holding DCI, 260 increased or opened the position and 307 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DCI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 29
- VANGUARD PORTFOLIO MANAGEMENT LLC$553M
- VANGUARD CAPITAL MANAGEMENT LLC$440M
- VANGUARD FIDUCIARY TRUST CO$61M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$56M
- SG Capital Management LLC$25M
- Ceredex Value Advisors LLC$19M
Full exits 36
- VANGUARD GROUP INC$1.0B
- TWO SIGMA ADVISERS, LP$48M
- Concentric Capital Strategies, LP$10M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$9M
- Gallo Partners, LP$5M
- Aquatic Capital Management LLC$4M
Largest adds
- Pictet Asset Management Holding SA$151M
- Invesco Ltd.$61M
- GEODE CAPITAL MANAGEMENT, LLC$30M
- TWO SIGMA INVESTMENTS, LP$25M
- Robeco Institutional Asset Management B.V.$17M
- JPMORGAN CHASE & CO$13M
Largest trims
- BlackRock, Inc.$128M
- FIDUCIARY MANAGEMENT INC /WI/$85M
- NORGES BANK$55M
- Boston Trust Walden Corp$51M
- STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$35M
- TD Asset Management Inc$33M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 11,941,762 | $1.1B | 11.4% | 2026-Q2 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 9,142,617 | $776M | 8.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 6,518,149 | $553M | 5.9% | 2026-Q1 |
| STATE STREET CORP added | 5,031,135 | $452M | 4.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,183,334 | $440M | 4.7% | 2026-Q1 |
| FMR LLC added | 3,932,243 | $353M | 3.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,331,874 | $283M | 3.0% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 2,924,194 | $248M | 2.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,409,565 | $205M | 2.2% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 2,111,613 | $179M | 1.9% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,910,328 | $171M | 1.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,988,788 | $169M | 1.8% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 1,900,416 | $161M | 1.7% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 1,801,481 | $153M | 1.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,653,854 | $140M | 1.5% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 1,615,349 | $137M | 1.5% | 2026-Q1 |
| FIDUCIARY MANAGEMENT INC /WI/ trimmed | 1,426,427 | $121M | 1.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,222,704 | $104M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,156,473 | $98M | 1.0% | 2026-Q1 |
| NORGES BANK added | 1,050,604 | $94M | 1.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 1,032,298 | $88M | 0.9% | 2026-Q1 |
| CAPITAL COUNSEL LLC/NY trimmed | 952,104 | $81M | 0.9% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 898,389 | $77M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 816,733 | $69M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 716,234 | $61M | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 673,621 | $60M | 0.6% | 2026-Q2 |
| TrinityBridge Ltd added | 697,928 | $59M | 0.6% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 690,981 | $59M | 0.6% | 2026-Q1 |
| TD Asset Management Inc trimmed | 686,608 | $58M | 0.6% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ new | 662,358 | $56M | 0.6% | 2026-Q1 |
| GABELLI FUNDS LLC added | 653,500 | $55M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 661,465 | $55M | 0.6% | 2026-Q1 |
| Epoch Investment Partners, Inc. trimmed | 621,014 | $53M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 608,176 | $52M | 0.5% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 574,313 | $52M | 0.5% | 2026-Q2 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 604,371 | $51M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 596,747 | $51M | 0.5% | 2026-Q1 |
| MCDANIEL TERRY & CO added | 553,411 | $47M | 0.5% | 2026-Q1 |
| Swedbank AB added | 534,400 | $45M | 0.5% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 508,612 | $43M | 0.5% | 2026-Q1 |
| MAIRS & POWER INC trimmed | 499,374 | $42M | 0.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 470,148 | $40M | 0.4% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 460,669 | $39M | 0.4% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 449,931 | $38M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 442,180 | $38M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 403,275 | $36M | 0.4% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. added | 399,518 | $34M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 369,243 | $31M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 360,594 | $31M | 0.3% | 2026-Q1 |
| Carnegie Investment Counsel added | 363,710 | $30M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 327,689 | $28M | 0.3% | 2026-Q1 |
| Gotham Asset Management, LLC trimmed | 309,766 | $26M | 0.3% | 2026-Q1 |
| Arbejdsmarkedets Tillaegspension added | 293,587 | $25M | 0.3% | 2026-Q1 |
| SG Capital Management LLC new | 292,111 | $25M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 274,251 | $25M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 278,129 | $24M | 0.3% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 274,351 | $23M | 0.2% | 2026-Q1 |
| DUDLEY & SHANLEY, INC. | 270,405 | $23M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 268,706 | $23M | 0.2% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 265,723 | $23M | 0.2% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC added | 252,585 | $22M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 261,558 | $22M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 247,030 | $22M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 258,010 | $22M | 0.2% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 254,137 | $22M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 242,122 | $21M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 233,203 | $20M | 0.2% | 2026-Q1 |
| Ceredex Value Advisors LLC new | 229,550 | $19M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 228,200 | $19M | 0.2% | 2026-Q1 |
| ALPS ADVISORS INC trimmed | 223,059 | $19M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 219,174 | $19M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama trimmed | 207,483 | $18M | 0.2% | 2026-Q1 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC trimmed | 181,180 | $15M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 167,229 | $15M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 175,742 | $15M | 0.2% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 162,434 | $14M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 162,084 | $14M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 159,922 | $14M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 157,738 | $13M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 150,242 | $13M | 0.1% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 156,424 | $13M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 152,847 | $13M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 143,566 | $12M | 0.1% | 2026-Q1 |
| Parallel Advisors, LLC trimmed | 142,321 | $12M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 139,701 | $12M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 132,792 | $11M | 0.1% | 2026-Q1 |
| HEARTLAND ADVISORS INC trimmed | 132,607 | $11M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 132,083 | $11M | 0.1% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 123,630 | $10M | 0.1% | 2026-Q1 |
| SEIZERT CAPITAL PARTNERS, LLC trimmed | 122,691 | $10M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 122,557 | $10M | 0.1% | 2026-Q1 |
| AEGON ASSET MANAGEMENT UK Plc added | 120,663 | $10M | 0.1% | 2026-Q1 |
| State of Alaska, Department of Revenue | 119,692 | $10M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 11,809,433 | $1.0B | 11.1% | 2025-Q4 stale |
| Impax Asset Management Group plc trimmed | 831,185 | $57M | 0.6% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP added | 546,622 | $48M | 0.5% | 2025-Q4 stale |
| T. Rowe Price Investment Management, Inc. trimmed | 413,755 | $34M | 0.4% | 2025-Q3 stale |
| GW&K Investment Management, LLC added | 213,631 | $14M | 0.2% | 2025-Q1 stale |
| Trexquant Investment LP trimmed | 137,649 | $11M | 0.1% | 2025-Q3 stale |
| Concentric Capital Strategies, LP new | 117,103 | $10M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.