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DCI in the 13F filings

Donaldson Inc · CUSIP 257651109

Sector · IndustrialsTheme · Industrials and automation· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 10 listed it in both
Shares listed
10,945,868
combined, among listed positions
Reported value
$929m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 15 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,394,773.

Managers listing DCI in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
Fidelity (FMR LLC)3,829,005$325munder 0.1%Trimmed-131,25015 May 2026 (the filing on sec.gov)
Invesco Ltd2,293,506$195munder 0.1%Added+937,56212 May 2026 (the filing on sec.gov)
Two Sigma Investments LP779,219$66m0.05%Added+309,74315 May 2026 (the filing on sec.gov)
AQR Capital Management LLC735,765$62munder 0.1%Added+37,50615 May 2026 (the filing on sec.gov)
MFS Investment Management662,358$56munder 0.1%Newnew14 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP470,148$40munder 0.1%Trimmed-206,51714 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC460,669$39m0.06%Added+61,46013 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd449,931$38munder 0.1%Trimmed-41818 May 2026 (the filing on sec.gov)
GAMCO Investors Inc274,351$23m0.23%Trimmed-74,80514 May 2026 (the filing on sec.gov)
Citadel Advisors LLC197,300$17munder 0.1%Added+110,04915 May 2026 (the filing on sec.gov)
Point72 Asset Management LP161,245$14munder 0.1%Added+121,64615 May 2026 (the filing on sec.gov)
AllianceBernstein LP150,242$13munder 0.1%Trimmed-19,72415 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc101,821$8.6munder 0.1%Added+8,18815 May 2026 (the filing on sec.gov)
Millennium Management LLC95,125$8.1munder 0.1%Trimmed-88,65915 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC88,176$7.5munder 0.1%Added+53,91527 Oct 2026 (the filing on sec.gov)
PDT Partners LLC41,952$3.6m0.21%Held015 May 2026 (the filing on sec.gov)
Holocene Advisors LP27,177$2.3munder 0.1%Trimmed-6,26315 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC25,742$2.2munder 0.1%Trimmed-207,77015 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC23,418$2.0munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Man Group PLC15,652$1.3munder 0.1%Trimmed-2,82315 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP15,009$1.3munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Quantbot Technologies LP14,232$1.2munder 0.1%Newnew13 May 2026 (the filing on sec.gov)
Freestone Grove Partners LP9,739$827kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.6,500$552kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Jane Street Group LLC5,233$444kunder 0.1%Trimmed-73,24612 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (7)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
11 in Q3 2024 to 10 in Q2 2026

Tracked managers listing it, at least.

0510152014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
DCI by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20135$270mn.a.n.a.
Q3 20136$286mn.a.n.a.
Q4 20135$279mn.a.n.a.
Q1 20145$241mn.a.n.a.
Q2 20144$239mn.a.n.a.
Q3 20146$224mn.a.n.a.
Q4 20145$214mn.a.n.a.
Q1 20154$191mn.a.n.a.
Q2 20154$159mn.a.n.a.
Q3 20156$118mn.a.n.a.
Q4 20156$117mn.a.n.a.
Q1 20166$130mn.a.n.a.
Q2 20165$162mn.a.n.a.
Q3 20167$180mn.a.n.a.
Q4 20169$249mn.a.n.a.
Q1 20176$211mn.a.n.a.
Q2 20176$280mn.a.n.a.
Q3 20177$259mn.a.n.a.
Q4 20177$303mn.a.n.a.
Q1 20186$307mn.a.n.a.
Q2 20186$306mn.a.n.a.
Q3 20186$426mn.a.n.a.
Q4 20187$310mn.a.n.a.
Q1 20196$333mn.a.n.a.
Q2 20196$364mn.a.n.a.
Q3 20197$372mn.a.n.a.
Q4 20196$357mn.a.n.a.
Q1 20209$201mn.a.n.a.
Q2 20207$168mn.a.n.a.
Q3 20207$199mn.a.n.a.
Q4 20207$203mn.a.n.a.
Q1 20217$164mn.a.n.a.
Q2 20217$195mn.a.n.a.
Q3 20217$205mn.a.n.a.
Q4 202111$215mn.a.n.a.
Q1 202212$156mn.a.n.a.
Q2 202212$147mn.a.n.a.
Q3 20227$105mn.a.n.a.
Q4 20228$154mn.a.n.a.
Q1 202311$201mn.a.n.a.
Q2 202310$206mn.a.n.a.
Q3 20236$180mn.a.n.a.
Q4 20238$221m43
Q1 202410$248m64
Q2 20249$254m54
Q3 202411$268m56
Q4 20247$256m44
Q1 20259$259m73
Q2 20259$183m46
Q3 20259$209m45
Q4 202511$295m1416
Q1 20267$227m1516
Q2 202610$313m2012

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

DCI and GE →DCI and LRCX →DCI and GEV →Choose a stock to compare with DCI →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own DCI, latest filings →Back to the 13F Explorer →