Donaldson Co.DCI
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 621 institutions reported holding Donaldson Co. Inc. (DCI) in their 13F filings, up 58 from Q3 2025. 79 opened new positions and 42 sold out. The largest holders were Vanguard Group Inc. ($1.0B), BlackRock, Inc. ($967.9M) and State Farm Mutual Automobile Insurance Co. ($810.6M). 7 famous investors held it, including Mario Gabelli (0.3% of GAMCO Investors's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Donaldson Co. Inc.
- CUSIP
- 257651109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $104.0M |
| Exits | 42 | $95.9M |
All 13F filers, Q3 2025 → Q4 2025: 5,889,690 shares bought and 7,279,539 shares sold, net −1,389,849 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 621 holders
| Vanguard Group Inc. | 0.02% | Reduce -1.9% | 11,809,433 | $1.0B |
| BlackRock, Inc. | 0.02% | Add +2.2% | 10,917,049 | $967.9M |
| State Farm Mutual Automobile Insurance Co. | 0.64% | No change | 9,142,617 | $810.6M |
| State Street Corp. | 0.01% | Reduce -3.8% | 4,857,580 | $430.7M |
| FMR LLC | 0.02% | Reduce -4.0% | 3,960,255 | $351.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.72% | Reduce -5.8% | 3,016,070 | $267.4M |
| Geode Capital Management, LLC | 0.02% | Add +0.6% | 2,846,214 | $252.4M |
| Morgan Stanley | 0.01% | Add +1.9% | 2,542,166 | $225.4M |
| Boston Trust Walden Corp | 1.60% | Reduce -11.5% | 2,392,579 | $212.1M |
| Fiduciary Management Inc. | 2.26% | Reduce -6.3% | 2,320,281 | $205.7M |
| Fuller & Thaler Asset Management, Inc. | 0.63% | Add +22.0% | 2,109,595 | $187.0M |
| Dimensional Fund Advisors LP | 0.04% | Add +0.8% | 2,010,010 | $178.2M |
| William Blair Investment Management, LLC | 0.42% | Add +26235.7% | 1,707,872 | $151.4M |
| American Century Companies Inc. | 0.07% | Reduce -1.3% | 1,478,953 | $131.1M |
| Invesco Ltd. | 0.01% | Add +1.6% | 1,355,944 | $120.2M |
| Norges Bank | 0.01% | — | 1,355,580 | $120.2M |
| Bank of New York Mellon Corp | 0.02% | Reduce -5.5% | 1,213,253 | $107.6M |
| Northern Trust Corp. | 0.01% | Reduce -4.0% | 1,140,411 | $101.1M |
| First Trust Advisors LP | 0.07% | Reduce -27.8% | 1,038,789 | $92.1M |
| TD Asset Management Inc | 0.07% | Reduce -7.5% | 1,025,579 | $90.9M |
| Allspring Global Investments Holdings, LLC | 0.14% | Add +2.4% | 946,530 | $85.1M |
| Capital Counsel LLC | 3.25% | Add +0.6% | 958,463 | $85.0M |
| Victory Capital Management Inc. | 0.05% | Reduce -18.8% | 957,573 | $84.9M |
| Epoch Investment Partners, Inc. | 0.45% | Reduce -7.7% | 889,841 | $78.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.6% | 797,592 | $70.7M |
| AQR Capital Management | 0.03% | Add +4.7% | 698,259 | $61.9M |
| TrinityBridge Ltd | 1.37% | Reduce -41.7% | 697,068 | $61.8M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Reduce -0.5% | 676,665 | $60.0M |
| Geneva Capital Management LLC | 1.09% | Reduce -10.7% | 656,558 | $58.2M |
| Gabelli Funds LLC | 0.39% | Reduce -2.1% | 642,650 | $57.0M |
| UBS Group AG | 0.01% | Reduce -3.8% | 631,673 | $56.0M |
| HighTower Advisors, LLC | 0.06% | Reduce -2.5% | 567,022 | $50.3M |
| Mairs & Power Inc. | 0.48% | Reduce -7.4% | 560,653 | $49.7M |
| Two Sigma Advisers, LP | 0.09% | Add +744.6% | 546,622 | $48.5M |
| Wells Fargo & Company | 0.01% | Reduce -10.8% | 530,078 | $47.0M |
| Swedbank AB | 0.05% | Add +2.6% | 528,100 | $46.8M |
| Quantinno Capital Management LP | 0.09% | Add +18.2% | 524,047 | $46.5M |
| McDaniel Terry & Co. | 3.88% | Reduce -9.5% | 503,113 | $44.6M |
| Two Sigma Investments, LP | 0.07% | Add +581.8% | 469,476 | $41.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.6% | 467,341 | $41.4M |
| Janus Henderson Group PLC | 0.02% | Reduce -52.0% | 450,349 | $39.9M |
| ProShare Advisors LLC | 0.06% | Reduce -18.4% | 400,289 | $35.5M |
| Acadian Asset Management LLC | 0.06% | Add +26656.6% | 399,209 | $35.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +65.9% | 356,662 | $31.6M |
| Carnegie Investment Counsel | 0.58% | Reduce -0.2% | 353,657 | $31.4M |
| GAMCO Investors | 0.30% | Reduce -7.2% | 349,156 | $31.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -9.2% | 345,542 | $30.6M |
| Rhumbline Advisers | 0.02% | Reduce -4.8% | 336,349 | $29.8M |
| Gotham Asset Management | 0.11% | Add +20.9% | 325,991 | $28.9M |
| Bank of America Corp. | 0.00% | Reduce -7.6% | 313,267 | $27.8M |
| Confluence Investment Management LLC | 0.39% | Reduce -4.1% | 291,382 | $25.8M |
| Scharf Investments, LLC | 0.65% | Reduce -64.6% | 273,570 | $24.3M |
| Dudley & Shanley, Inc. | 3.85% | Reduce -0.1% | 270,405 | $24.0M |
| Arbejdsmarkedets Tillaegspension | 0.58% | — | 257,974 | $22.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -49.8% | 252,700 | $22.4M |
| US Bancorp \de | 0.02% | Reduce -1.8% | 235,235 | $20.9M |
| Alps Advisors Inc. | 0.12% | Reduce -6.0% | 233,889 | $20.7M |
| Voloridge Investment Management, LLC | 0.07% | Reduce -34.3% | 233,512 | $20.7M |
| Swiss National Bank | 0.01% | Add +1.2% | 228,600 | $20.3M |
| California Public Employees Retirement System | 0.01% | Add +4.5% | 226,801 | $20.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +0.8% | 216,645 | $20.0M |
| Retirement Systems of Alabama | 0.06% | Reduce -0.9% | 211,975 | $18.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -22.2% | 199,068 | $17.6M |
| Heartland Advisors Inc. | 0.93% | Reduce -4.3% | 194,794 | $17.3M |
| Nuveen, LLC | 0.00% | Reduce -1.2% | 193,206 | $17.1M |
| Robeco Institutional Asset Management B.V. | 0.02% | New | 192,931 | $17.1M |
| Mountain Pacific Investment Advisers LLC | 2.65% | Reduce -1.4% | 184,154 | $16.3M |
| Millennium Management | 0.01% | Reduce -65.3% | 183,784 | $16.3M |
| Legal & General Group Plc | 0.00% | Reduce -17.1% | 182,157 | $16.2M |
| Sei Investments Co. | 0.02% | Add +14.3% | 180,409 | $16.0M |
| Alliancebernstein L.P. | 0.00% | Add +15.0% | 169,966 | $15.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -28.9% | 161,141 | $14.3M |
| Van Eck Associates Corp. | 0.01% | Reduce -4.3% | 153,747 | $13.6M |
| Stifel Financial Corp. | 0.01% | Reduce -4.7% | 150,231 | $13.3M |
| Parallel Advisors, LLC | 0.24% | Reduce -1.1% | 145,846 | $12.9M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 156,424 | $12.5M |
| PineStone Asset Management Inc. | 0.08% | Reduce -7.6% | 139,361 | $12.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.9% | 138,094 | $12.2M |
| Barclays PLC | 0.00% | Reduce -24.9% | 134,756 | $11.9M |
| Seizert Capital Partners, LLC | 0.50% | Reduce -2.9% | 133,748 | $11.9M |
| Franklin Resources Inc. | 0.00% | Add +7.9% | 130,086 | $11.5M |
| Royal Bank of Canada | 0.00% | Add +3.9% | 129,931 | $11.5M |
| Danske Bank A/S | 0.03% | Reduce -11.1% | 129,457 | $11.5M |
| Tidal Investments LLC | 0.05% | Reduce -27.4% | 127,183 | $11.3M |
| ExodusPoint Capital Management, LP | 0.12% | Add +44.8% | 125,901 | $11.2M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -3.4% | 122,557 | $10.9M |
| State of Alaska, Department of Revenue | 0.11% | Reduce -1.0% | 119,692 | $10.6M |
| Concentric Capital Strategies, LP | 0.54% | New | 117,103 | $10.4M |
| New York State Teachers Retirement System | 0.02% | Reduce -1.1% | 115,776 | $10.3M |
| California State Teachers Retirement System | 0.01% | Reduce -1.2% | 109,403 | $9.7M |
| 1832 Asset Management L.P. | 0.01% | Add +14.9% | 105,979 | $9.4M |
| Susquehanna Fundamental Investments, LLC | 0.32% | Add +258.6% | 105,470 | $9.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | New | 103,969 | $9.2M |
| Blair William & Co. | 0.02% | Add +1.7% | 101,315 | $9.0M |
| Teacher Retirement System of Texas | 0.03% | Reduce -1.1% | 93,771 | $8.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.9% | 93,633 | $8.3M |
| Sprucegrove Investment Management Ltd. | 0.99% | Reduce -64.2% | 92,664 | $8.2M |
| Citadel Advisors | 0.01% | Reduce -44.6% | 87,251 | $7.7M |
| Voya Investment Management LLC | 0.01% | Reduce -29.8% | 87,101 | $7.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | New | 86,641 | $7.7M |
"% of holder's portfolio" is DCI's weight in each manager's 13F, not the share of Donaldson Co. Inc. the manager owns.