Donaldson Ownership | Who Owns Donaldson?

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Donaldson Ownership Summary

Donaldson is owned by 22.37% institutional investors, 0.56% insiders, and 77.08% retail investors. Vanguard group is the largest institutional shareholder, holding 10.14% 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	22.37%	0.56%	77.08%
Sector	Industrials Stocks	46.77%	12.62%	40.60%
Industry	Industrial Machinery Stocks	54.58%	8.80%	36.63%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	12.04M	10.14%	$985.41M
Blackrock funding, inc. /de	10.68M	9.00%	$874.18M
Blackrock	10.80M	8.94%	$772.97M
State farm mutual automobile insurance	9.14M	7.70%	$748.32M
State street	5.05M	4.25%	$413.30M
Fmr	4.12M	3.47%	$337.54M
Kayne anderson rudnick investment management	3.20M	2.70%	$261.92M
Geode capital management	2.83M	2.38%	$231.71M
Boston trust walden	2.70M	2.28%	$221.22M
Morgan stanley	2.50M	2.10%	$204.22M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Mcdaniel terry	555.85K	3.66%	$45.50M
Dudley & shanley	270.58K	3.56%	$22.15M
Capital counsel llc/ny	952.60K	2.99%	$77.97M
Mountain pacific investment advisers inc/id	186.80K	2.39%	$15.29M
Close asset management	1.19M	2.17%	$97.77M
Fiduciary management inc /wi/	2.48M	2.05%	$202.63M
Eagle ridge investment management	341.06K	2.00%	$22.97M
Sprucegrove investment management	258.76K	1.70%	$21.18M
Boston trust walden	2.70M	1.62%	$221.22M
Scharf investments	772.17K	1.59%	$63.20M

Top Buyers

Holder	Shares	% Assets	Change
Victory capital management	1.18M	0.06%	1.16M
Norges bank	977.40K	0.01%	977.40K
Morgan stanley	2.50M	0.01%	401.72K
Quantinno capital management lp	443.21K	0.10%	196.79K
Aqr capital management	885.80K	0.08%	194.42K

Top Sellers

Holder	Shares	% Assets	Change
Kingstone capital partners texas	-	-	-10.50M
Impax asset management group	-	-	-831.18K
Blackrock	10.80M	0.02%	-488.49K
Vanguard group	12.04M	0.01%	-432.39K
First trust advisors lp	1.44M	0.09%	-365.92K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	977.40K	0.01%	977.40K	$65.83M
Toroso investments	175.31K	0.03%	175.31K	$14.35M
Trexquant investment lp	137.65K	0.12%	137.65K	$11.27M
Keybank national association/oh	40.56K	0.01%	40.56K	$3.32M
Neo ivy capital management	40.51K	0.57%	40.51K	$2.90M

Sold Out

Holder	Change
Psi advisors	-2.00
Arlington trust	-3.00
Corecap advisors	-3.00
Tfo-tdc	-4.00
Bokf, na	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	270	-49.34%	26,548,488	-76.37%	22	0.25%	117	-47.06%	87	-55.61%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	3.89M	3.34%	-
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 Sm-Cp Eq R6	1.42M	1.22%	-
FullerThaler Behavioral Small-Cap Equity	1.42M	1.22%	-
FMI Common Stock Investor	1.32M	1.13%	-
Vanguard Institutional Extnd Mkt Idx Tr	1.28M	1.10%	-553.93K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 03, 2025	Briseno Guillermo	President	Sell	$1.07M
Aug 28, 2025	Rautio Trudy A.	-	Sell	$1.06M
Aug 28, 2025	Dahlgren Andrew C	President	Sell	$245.88K
Aug 28, 2025	Carpenter Tod E.	Chairman, President and CEO	Sell	$8.10M
Aug 28, 2025	Becker Amy C	Chief Legal Officer	Sell	$1.51M

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	-
2025 Q3	-	8
2025 Q2	-	2
2025 Q1	-	5
2024 Q4	-	3

DCI Ownership FAQ

Who Owns Donaldson?

Donaldson shareholders are primarily institutional investors at 22.37%, followed by 0.56% insiders and 77.07% retail investors. The average institutional ownership in Donaldson's industry, Industrial Machinery Stocks, is 54.58%, which Donaldson falls below.

Who owns the most shares of Donaldson?

Donaldson’s largest shareholders are Vanguard group (12.04M shares, 10.14%), Blackrock funding, inc. /de (10.68M shares, 9.00%), and Blackrock (10.8M shares, 8.94%). Together, they hold 28.08% of Donaldson’s total shares outstanding.

Does Blackrock own Donaldson?

Yes, BlackRock owns 8.94% of Donaldson, totaling 10.8M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 772.97M$. In the last quarter, BlackRock decreased its holdings by -488K shares, a -4.33% change.

Who is Donaldson’s biggest shareholder by percentage of total assets invested?

Mcdaniel terry is Donaldson’s biggest shareholder by percentage of total assets invested, with 3.66% of its assets in 555.85K Donaldson shares, valued at 45.5M$.

Who is the top mutual fund holder of Donaldson shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Donaldson shares, with 3.34% of its total shares outstanding invested in 3.89M Donaldson shares.

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