DCI

Donaldson Co Inc
IndustrialsUSCUSIP 257651109◍ Confluence graph
Tracked 13F Holders
547
-183 QoQ
13F Value (tracked)
$8.2B
Insider Net · 180d
-$3.8M
0↑ 3↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)31 adding · 24 trimming
Insider net (180d)-$3.8M

Who owns DCI?

547 tracked 13F filers

547 tracked 13F filers disclose a position in DCI as of the latest SEC 13F filings, a combined $8.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$952.0M
11.2M
+2.7%
Added · +300K sh
Q1 2026
2STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
$775.9M
9.1M
Held
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$553.2M
6.5M
First observed position
No prior filed position
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$439.9M
5.2M
First observed position
No prior filed position
Q1 2026
5STATE STREET CORP
$451.6M
5.0M
+5.5%
Added · +262K sh
Q2 2026
6FMR LLC
$325.0M
3.8M
−3.3%
Reduced · −131K sh
Q1 2026
7GEODE CAPITAL MANAGEMENT, LLC
$280.2M
3.1M
−6.3%
Reduced · −212K sh
Q2 2026
8KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$248.2M
2.9M
−3.0%
Reduced · −92K sh
Q1 2026
9MORGAN STANLEY
$204.5M
2.4M
−5.2%
Reduced · −133K sh
Q1 2026
10FULLER & THALER ASSET MANAGEMENT, INC.
$206.3M
2.3M
+8.8%
Added · +186K sh
Q2 2026
11DIMENSIONAL FUND ADVISORS LP
$168.8M
2.0M
−1.1%
Reduced · −21K sh
Q1 2026
12Boston Trust Walden Corp
$161.3M
1.9M
−21%
Reduced · −492K sh
Q1 2026
13Pictet Asset Management Holding SA
$152.9M
1.8M
105×
Added · +1.8M sh
Q1 2026
14AMERICAN CENTURY COMPANIES INC
$140.4M
1.7M
+12%
Added · +175K sh
Q1 2026
15FIDUCIARY MANAGEMENT INC /WI/
$121.1M
1.4M
−39%
Reduced · −894K sh
Q1 2026
16NORGES BANK
$120.2M
1.4M
+37%
Added · +364K sh
Q4 2025
17Bank of New York Mellon Corp
$103.8M
1.2M
+0.8%
Added · +9K sh
Q1 2026
18NORTHERN TRUST CORP
$98.1M
1.2M
+1.4%
Added · +16K sh
Q1 2026
19FIRST TRUST ADVISORS LP
$87.6M
1.0M
−0.6%
Reduced · −6K sh
Q1 2026
20Allspring Global Investments Holdings, LLC
$86.6M
979K
+8.9%
Added · +80K sh
Q2 2026
21CAPITAL COUNSEL LLC/NY
$85.8M
955K
+0.3%
Added · +3K sh
Q2 2026
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$69.3M
817K
+2.4%
Added · +19K sh
Q1 2026
23TWO SIGMA INVESTMENTS, LP
$66.1M
779K
+66%
Added · +310K sh
Q1 2026
24AQR CAPITAL MANAGEMENT LLC
$61.7M
736K
+5.4%
Added · +38K sh
Q1 2026
25VANGUARD FIDUCIARY TRUST CO
$60.8M
716K
First observed position
No prior filed position
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is DCI being bought or sold by institutions?

Last quarter, 3 funds opened a new position in DCI and 28 added to an existing one, while 24 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
28
funds
Reduced
24
funds
Exited
0
funds

Funds that own DCI also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT322 funds$274.9B
ALPHABET INC-CL AGOOGL314 funds$167.6B
APPLE INCAAPL310 funds$295.7B
AMAZON.COM INCAMZN308 funds$198.4B
NVIDIA CORPNVDA307 funds$388.0B
JPMORGAN CHASE & COJPM303 funds$65.3B
META PLATFORMS INC-CLASS AMETA302 funds$109.5B
VISA INC-CLASS A SHARESV301 funds$62.7B
JOHNSON & JOHNSONJNJ298 funds$49.2B
ALPHABET INC-CL CGOOG297 funds$128.2B
BROADCOM INCAVGO296 funds$155.9B
PROCTER & GAMBLE CO/THEPG296 funds$29.8B

Ranked by how many of DCI's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$3.8M
3 insiders
Net
-$3.8M
7 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 31, 2026Carpenter Tod E.Chairman, President and CEO, DirectorSell (S)3K$276K
Apr 14, 2026Owens JamesDirectorSell (S)7K$638K
Apr 14, 2026Owens JamesDirectorSell (S)7K$589K
Apr 13, 2026Owens JamesDirectorSell (S)6K$527K
Apr 10, 2026Owens JamesDirectorSell (S)126$11K
Mar 26, 2026Briseno GuillermoPresidentSell (S)9K$731K
Mar 26, 2026Briseno GuillermoPresidentSell (S)12K$1.0M
Dec 9, 2025Pogalz Bradley J.Chief Financial OfficerSell (S)566$52K
Dec 5, 2025Rajendra Ajita GDirectorSell (S)13K$1.2M
Dec 5, 2025Rajendra Ajita GDirectorSell (S)7K$607K
Sep 3, 2025Briseno GuillermoPresidentSell (S)14K$1.1M
Aug 28, 2025Becker Amy CChief Legal OfficerSell (S)19K$1.5M

Institutional ownership over time

343 funds-54 since Q3 2024
0264527Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.9B

Recent filings

15 shown

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Connected entities for DCI

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Ask your agent what changed in DCI

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DCI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DCI.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DCI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.