Donaldson Ownership | Who Owns Donaldson?
Donaldson Ownership Summary
Donaldson is owned by 94.42% institutional investors, 0.57% insiders, and 5.01% retail investors. Vanguard group is the largest institutional shareholder, holding 10.61% of DCI shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.34% of its assets in Donaldson shares.
DCI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Donaldson | 94.42% | 0.57% | 5.01% |
| Sector | Industrials Stocks | 64.00% | 12.69% | 23.30% |
| Industry | Industrial Machinery Stocks | 74.87% | 9.25% | 15.88% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 12.72M | 10.61% | $856.51M |
| Blackrock funding, inc. /de | 10.77M | 9.06% | $746.56M |
| Blackrock | 10.80M | 8.94% | $772.97M |
| State farm mutual automobile insurance | 9.14M | 7.70% | $634.04M |
| State street | 5.44M | 4.53% | $366.21M |
| Fmr | 3.99M | 3.33% | $269.01M |
| Kayne anderson rudnick investment management | 3.28M | 2.76% | $227.30M |
| Boston trust walden | 2.65M | 2.21% | $178.47M |
| Geode capital management | 2.52M | 2.10% | $169.80M |
| Fiduciary management inc /wi/ | 2.49M | 2.10% | $172.61M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mcdaniel terry | 561.82K | 3.10% | $37.84M |
| Capital counsel llc/ny | 988.27K | 2.78% | $68.54M |
| Dudley & shanley | 209.19K | 2.28% | $14.51M |
| Mountain pacific investment advisers inc/id | 427.20K | 2.15% | $29.63M |
| Eagle ridge investment management | 341.06K | 2.00% | $22.97M |
| Close asset management | 1.02M | 1.93% | $68.37M |
| Fiduciary management inc /wi/ | 2.49M | 1.66% | $172.61M |
| Scharf investments | 760.08K | 1.52% | $52.71M |
| Sprucegrove investment management | 307.43K | 1.48% | $20.71M |
| Aurora investment counsel | 34.78K | 1.27% | $2.41M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 977.40K | 0.01% | 977.40K |
| Invesco | 1.51M | 0.02% | 299.30K |
| Fmr | 3.99M | 0.02% | 231.42K |
| Aqr capital management | 885.80K | 0.08% | 194.42K |
| Millennium management | 223.98K | 0.01% | 181.60K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Franklin resources | 162.35K | 0.00% | -2.82M |
| Blackrock | 10.80M | 0.02% | -488.49K |
| Mairs & power | 829.50K | 0.57% | -290.64K |
| Apg asset management | - | - | -269.80K |
| Eagle asset management | - | - | -263.73K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 977.40K | 0.01% | 977.40K | $65.83M |
| Neo ivy capital management | 40.51K | 0.57% | 40.51K | $2.90M |
| Ballast asset management, lp | 34.86K | 1.26% | 34.86K | $2.42M |
| Aurora investment counsel | 34.78K | 1.27% | 34.78K | $2.41M |
| Summit trail advisors | 16.39K | 0.02% | 16.39K | $1.14M |
Sold Out
| Holder | Change |
|---|---|
| Psi advisors | -2.00 |
| Corecap advisors | -3.00 |
| Tfo-tdc | -4.00 |
| Bokf, na | -4.00 |
| Claris advisors, llc / mo / | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 523 | 0.97% | 112,167,995 | 9.06% | 94 | 1.28% | 217 | -10.33% | 195 | 11.43% |
| Mar 31, 2025 | 4 | -99.24% | 273,054 | -99.73% | - | 0.00% | 3 | -98.77% | - | -100.00% |
| Dec 31, 2024 | 514 | -3.75% | 102,150,150 | 1.89% | 85 | 1.22% | 237 | 2.60% | 176 | -11.56% |
| Sep 30, 2024 | 529 | 1.93% | 99,919,147 | -2.24% | 82 | 1.16% | 228 | -6.56% | 198 | 11.86% |
| Jun 30, 2024 | 509 | 0.20% | 101,800,782 | -0.63% | 84 | 1.17% | 240 | 7.14% | 173 | -4.42% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3.89M | 3.34% | -6.99K |
| Vanguard Total Stock Mkt Idx Inv | 3.74M | 3.21% | -106.30K |
| Vanguard US Total Market Shares ETF | 3.80M | 3.18% | 2.26K |
| Vanguard Small Cap Index | 2.90M | 2.49% | -18.51K |
| Franklin Rising Dividends A | 1.94M | 1.62% | -525.00K |
| Vanguard Small Cap Value Index Inv | 1.87M | 1.60% | 4.78K |
| FullerThaler Behavioral Small-Cap Equity | 1.42M | 1.22% | - |
| FullerThaler Behavioral Sm-Cp Eq R6 | 1.42M | 1.19% | - |
| SPDR® S&P Dividend ETF | 1.38M | 1.18% | - |
| FMI Common Stock Investor | 1.32M | 1.13% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 09, 2025 | Carpenter Tod E. | Chairman, President and CEO | Sell | $153.29K |
| Jul 08, 2025 | Carpenter Tod E. | Chairman, President and CEO | Sell | $855.19K |
| Jul 10, 2025 | Carpenter Tod E. | Chairman, President and CEO | Sell | $3.28M |
| Jun 04, 2025 | OBERTON WILLARD D | - | Sell | $486.57K |
| Apr 10, 2025 | Owens James | - | Sell | $1.16M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 3 |
| 2025 Q2 | - | 2 |
| 2025 Q1 | - | 5 |
| 2024 Q4 | - | 3 |
| 2024 Q3 | - | 7 |
DCI Ownership FAQ
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