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-Q2 13F filings (latest filed 2026-09-22). 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
149 tracked funds added or opened DCI while 102 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 591 tracked filers holding DCI, 281 increased or opened the position and 300 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 25
- Boston Partners$60M
- DEPRINCE RACE & ZOLLO INC$48M
- Qube Research & Technologies Ltd$47M
- Jupiter Topco LLC$41M
- MARSHALL WACE, LLP$22M
- Oribel Capital Management, LP$16M
Full exits 42
- TrinityBridge Ltd$59M
- ACADIAN ASSET MANAGEMENT LLC$39M
- JANUS HENDERSON GROUP PLC$38M
- HighTower Advisors, LLC$31M
- SG Capital Management LLC$25M
- DekaBank Deutsche Girozentrale$13M
Largest adds
- BlackRock, Inc.$233M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$94M
- Pictet Asset Management Holding SA$54M
- STATE STREET CORP$47M
- STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$45M
- Point72 Asset Management, L.P.$38M
Largest trims
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$134M
- TWO SIGMA INVESTMENTS, LP$42M
- Robeco Institutional Asset Management B.V.$34M
- AMERICAN CENTURY COMPANIES INC$27M
- Invesco Ltd.$10M
- VICTORY CAPITAL MANAGEMENT INC$9M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 11,941,762 | $1.1B | 12.5% | 2026-Q2 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 9,142,617 | $821M | 9.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 6,523,217 | $586M | 6.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 5,249,585 | $471M | 5.5% | 2026-Q2 |
| STATE STREET CORP added | 5,031,135 | $452M | 5.2% | 2026-Q2 |
| FMR LLC added | 3,932,243 | $353M | 4.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 3,120,304 | $280M | 3.3% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 2,782,815 | $250M | 2.9% | 2026-Q2 |
| MORGAN STANLEY added | 2,505,649 | $225M | 2.6% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 2,305,723 | $207M | 2.4% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 2,298,083 | $206M | 2.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,041,534 | $183M | 2.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,910,328 | $171M | 2.0% | 2026-Q2 |
| Boston Trust Walden Corp trimmed | 1,846,607 | $166M | 1.9% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,635,889 | $150M | 1.7% | 2026-Q2 |
| FIDUCIARY MANAGEMENT INC /WI/ trimmed | 1,279,144 | $115M | 1.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,267,162 | $114M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,163,233 | $104M | 1.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,084,103 | $97M | 1.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,064,301 | $96M | 1.1% | 2026-Q2 |
| NORGES BANK added | 1,050,604 | $94M | 1.1% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 978,829 | $87M | 1.0% | 2026-Q2 |
| CAPITAL COUNSEL LLC/NY added | 955,398 | $86M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 865,465 | $77M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 821,884 | $74M | 0.9% | 2026-Q2 |
| UBS Group AG added | 769,822 | $69M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 732,217 | $66M | 0.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 673,621 | $60M | 0.7% | 2026-Q2 |
| Boston Partners new | 671,952 | $60M | 0.7% | 2026-Q2 |
| Quantinno Capital Management LP added | 665,883 | $60M | 0.7% | 2026-Q2 |
| Gotham Asset Management, LLC added | 657,057 | $59M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 657,026 | $59M | 0.7% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 648,500 | $58M | 0.7% | 2026-Q2 |
| TD Asset Management Inc trimmed | 580,330 | $52M | 0.6% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 574,313 | $52M | 0.6% | 2026-Q2 |
| Epoch Investment Partners, Inc. trimmed | 554,772 | $50M | 0.6% | 2026-Q2 |
| MCDANIEL TERRY & CO added | 553,427 | $50M | 0.6% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 548,632 | $49M | 0.6% | 2026-Q2 |
| Swedbank AB | 534,400 | $48M | 0.6% | 2026-Q2 |
| DEPRINCE RACE & ZOLLO INC new | 530,933 | $48M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 524,837 | $47M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 520,056 | $47M | 0.5% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 488,676 | $44M | 0.5% | 2026-Q2 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 473,544 | $43M | 0.5% | 2026-Q2 |
| MAIRS & POWER INC trimmed | 463,717 | $42M | 0.5% | 2026-Q2 |
| Jupiter Topco LLC new | 456,677 | $41M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 403,275 | $36M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 398,318 | $36M | 0.4% | 2026-Q2 |
| Ceredex Value Advisors LLC added | 373,600 | $34M | 0.4% | 2026-Q2 |
| Carnegie Investment Counsel trimmed | 358,083 | $31M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 356,112 | $32M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 324,954 | $29M | 0.3% | 2026-Q2 |
| Arbejdsmarkedets Tillaegspension added | 321,400 | $29M | 0.3% | 2026-Q2 |
| ProShare Advisors LLC added | 301,551 | $27M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO added | 280,751 | $25M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 274,656 | $25M | 0.3% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL | 274,351 | $25M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 274,251 | $25M | 0.3% | 2026-Q2 |
| DUDLEY & SHANLEY, INC. added | 272,330 | $24M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 263,375 | $24M | 0.3% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC added | 252,585 | $22M | 0.3% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 247,292 | $22M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP added | 247,030 | $22M | 0.3% | 2026-Q2 |
| MetLife Investment Management, LLC added | 234,967 | $21M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 232,400 | $21M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 229,990 | $21M | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 209,136 | $19M | 0.2% | 2026-Q2 |
| ALPS ADVISORS INC trimmed | 201,083 | $18M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 197,193 | $18M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 188,685 | $17M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 185,870 | $17M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 184,757 | $17M | 0.2% | 2026-Q2 |
| Oribel Capital Management, LP new | 176,900 | $16M | 0.2% | 2026-Q2 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC trimmed | 175,444 | $16M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 167,229 | $15M | 0.2% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 163,837 | $15M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 161,557 | $15M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 157,887 | $14M | 0.2% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 152,315 | $14M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 148,989 | $13M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 144,936 | $12M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 141,614 | $13M | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 140,233 | $13M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 136,980 | $12M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 134,629 | $12M | 0.1% | 2026-Q2 |
| HEARTLAND ADVISORS INC trimmed | 132,479 | $12M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 128,286 | $12M | 0.1% | 2026-Q2 |
| SEIZERT CAPITAL PARTNERS, LLC added | 126,253 | $11M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 124,360 | $11M | 0.1% | 2026-Q2 |
| AEGON ASSET MANAGEMENT UK Plc | 120,663 | $11M | 0.1% | 2026-Q2 |
| Trexquant Investment LP trimmed | 120,044 | $11M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 119,625 | $11M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 119,467 | $11M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 109,613 | $10M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 109,346 | $10M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 108,273 | $10M | 0.1% | 2026-Q2 |
| Caisse de depot et placement du Quebec trimmed | 104,544 | $9M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 104,291 | $9M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 103,906 | $9M | 0.1% | 2026-Q2 |
| Livforsakringsbolaget Skandia, Omsesidigt added | 24,231 | $9M | 0.1% | 2026-Q2 |
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.