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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 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 4 Feb 2026
Managers listing it
27
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 8 listed it in both
Shares listed
10,097,717
combined, among listed positions
Reported value
$895m
combined, at the quarter end

Among the 92 comparable managers: 14 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -57,957.

Managers listing DCI in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

27 of 27 holders

ActionFiling
Fidelity (FMR LLC)3,960,255$351munder 0.1%Trimmed-163,67617 Feb 2026 (the filing on sec.gov)
Invesco Ltd1,355,944$120munder 0.1%Added+21,26819 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC698,259$62munder 0.1%Added+31,62817 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP676,665$60munder 0.1%Trimmed-3,50913 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP546,622$48m0.09%Added+481,90017 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP469,476$42m0.06%Added+400,61317 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd450,349$40munder 0.1%Trimmed-488,81217 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC399,209$35m0.06%Added+397,71710 Feb 2026 (the filing on sec.gov)
GAMCO Investors Inc349,156$31m0.30%Trimmed-27,0005 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC233,512$21m0.07%Trimmed-121,88017 Feb 2026 (the filing on sec.gov)
Millennium Management LLC183,784$16munder 0.1%Trimmed-345,01717 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP169,966$15munder 0.1%Added+22,18217 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP125,901$11m0.09%Added+38,92617 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc93,633$8.3munder 0.1%Added+4,36117 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC87,251$7.7munder 0.1%Trimmed-70,16017 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC78,479$7.0munder 0.1%Trimmed-64,33912 Feb 2026 (the filing on sec.gov)
PDT Partners LLC41,952$3.7m0.24%Added+9,53817 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP39,599$3.5munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC34,261$3.0munder 0.1%Added+5,72127 Oct 2026 (the filing on sec.gov)
Holocene Advisors LP33,440$3.0munder 0.1%Trimmed-17,04117 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP20,024$1.8munder 0.1%Trimmed-81717 Feb 2026 (the filing on sec.gov)
Man Group PLC18,475$1.6munder 0.1%Added+7,65217 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC11,659$1.0munder 0.1%Added+8,84917 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP6,558$581kunder 0.1%Trimmed-31,39013 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC5,706$506kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, 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 (2)

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 →