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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
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
31
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 7 listed it in both
Shares listed
12,058,689
combined, among listed positions
Reported value
$1.1bn
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: 20 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,112,821.

Managers listing DCI in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

31 of 31 holders

ActionFiling
Fidelity (FMR LLC)3,932,243$353munder 0.1%Added+103,23813 Aug 2026 (the filing on sec.gov)
Invesco Ltd1,910,328$171munder 0.1%Trimmed-383,17814 Aug 2026 (the filing on sec.gov)
MFS Investment Management1,635,889$150munder 0.1%Added+973,5313 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC673,621$60munder 0.1%Trimmed-62,14414 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP574,313$52m0.06%Added+413,06814 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP488,676$44munder 0.1%Added+18,52813 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd456,677$41munder 0.1%Added+6,74614 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC403,275$36munder 0.1%Added+205,9752 Sep 2026 (the filing on sec.gov)
GAMCO Investors Inc274,351$25m0.22%Held012 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP274,251$25munder 0.1%Trimmed-504,96814 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP247,030$22munder 0.1%Newnew13 Aug 2026 (the filing on sec.gov)
Acadian Asset Management LLC243,274$22munder 0.1%Trimmed-217,39513 Aug 2026 (the filing on sec.gov)
Millennium Management LLC167,229$15munder 0.1%Added+72,10414 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP144,936$12munder 0.1%Trimmed-5,30614 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc109,613$9.8munder 0.1%Added+7,79214 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC90,489$8.1munder 0.1%Added+85,93914 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC84,672$7.6munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Holocene Advisors LP78,854$7.1munder 0.1%Added+51,67714 Aug 2026 (the filing on sec.gov)
Freestone Grove Partners LP52,525$4.7munder 0.1%Added+42,78614 Aug 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP41,998$3.8munder 0.1%Added+37,59814 Aug 2026 (the filing on sec.gov)
PDT Partners LLC36,552$3.3m0.17%Trimmed-5,40014 Aug 2026 (the filing on sec.gov)
Man Group PLC34,188$3.1munder 0.1%Added+18,53614 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC32,296$2.9munder 0.1%Trimmed-55,88027 Oct 2026 (the filing on sec.gov)
Squarepoint Ops LLC27,249$2.4munder 0.1%Added+3,83114 Aug 2026 (the filing on sec.gov)
Bridgewater Associates LP15,085$1.4munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q1 2026 to Q2 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 (5)

Exited (3)

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 →